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Code Issues Releases Activity Actions

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
This commit is contained in:
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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4
app/views/account/holdings/_holding.html.erb
View file

@ -3,9 +3,9 @@
<%= turbo_frame_tag dom_id(holding) do %>
<div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
<div class="col-span-4 flex items-center gap-4">
<%= render "shared/circle_logo", name: holding.name %>
<%= render "shared/circle_logo", name: holding.name || "H" %>
<div>
<%= link_to holding.name, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
<%= link_to holding.name || holding.ticker, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
<%= tag.p holding.ticker, class: "text-gray-500 text-xs uppercase" %>
</div>
</div>

6
app/views/account/holdings/index.html.erb
View file

@ -2,10 +2,10 @@
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
<div class="flex items-center justify-between">
<%= tag.h2 t(".holdings"), class: "font-medium text-lg" %>
<%= link_to new_account_holding_path(@account),
disabled: true,
<%= link_to new_account_trade_path(@account),
id: dom_id(@account, "new_trade"),
data: { turbo_frame: :modal },
class: "cursor-not-allowed flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
<%= tag.span t(".new_holding"), class: "text-sm" %>
<% end %>