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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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23
app/views/account/valuations/_form.html.erb Normal file
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<%# locals: (entry:) %>
<%= form_with model: [entry.account, entry],
data: { turbo_frame: "_top" },
url: entry.new_record? ? account_valuations_path(entry.account) : account_entry_path(entry.account, entry) do |f| %>
<div class="grid grid-cols-10 p-4 items-center">
<div class="col-span-7 flex items-center gap-4">
<div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center bg-gray-500/5">
<%= lucide_icon("pencil-line", class: "w-4 h-4 text-gray-500") %>
</div>
<div class="w-full flex items-center justify-between gap-2">
<%= f.date_field :date, required: "required", min: Account::Entry.min_supported_date, max: Date.current, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
<%= f.number_field :amount, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
<%= f.hidden_field :currency, value: entry.account.currency %>
</div>
</div>
<div class="col-span-3 flex gap-2 justify-end items-center">
<%= link_to t(".cancel"), account_valuations_path(entry.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
<%= f.submit class: "bg-gray-50 rounded-lg font-medium px-3 py-1.5 cursor-pointer hover:bg-gray-100 text-sm" %>
</div>
</div>
<% end %>