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Code Issues Releases Activity Actions 1

Allow user to add buy and sell trade transactions for investment accounts (#1066)

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* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
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Zach Gollwitzer 2024-08-09 11:22:57 -04:00 • committed by GitHub
parent 6bca35fa22
commit e05f03b314
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75 changed files with 801 additions and 624 deletions
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6
app/helpers/accounts_helper.rb
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@ -26,9 +26,9 @@ module AccountsHelper
def account_tabs(account)
holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), content_path: account_holdings_path(account) }
cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), content_path: account_cashes_path(account) }
value_tab = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: valuation_account_entries_path(account) }
transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: transaction_account_entries_path(account) }
trades_tab = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: trade_account_entries_path(account) }
value_tab = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: account_valuations_path(account) }
transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: account_transactions_path(account) }
trades_tab = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: account_trades_path(account) }
return [ holdings_tab, cash_tab, trades_tab ] if account.investment?