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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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35
app/views/account/valuations/index.html.erb Normal file
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<%= turbo_frame_tag dom_id(@account, "valuations") do %>
<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(".valuations"), class: "font-medium text-lg" %>
<%= link_to new_account_valuation_path(@account),
data: { turbo_frame: dom_id(@account.entries.account_valuations.new) },
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_entry"), class: "text-sm" %>
<% end %>
</div>
<div class="rounded-xl bg-gray-25 p-1">
<div class="grid grid-cols-10 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
<%= tag.p t(".date"), class: "col-span-5" %>
<%= tag.p t(".value"), class: "col-span-2 justify-self-end" %>
<%= tag.p t(".change"), class: "col-span-2 justify-self-end" %>
<%= tag.div class: "col-span-1" %>
</div>
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
<%= turbo_frame_tag dom_id(@account.entries.account_valuations.new) %>
<% if @entries.any? %>
<%= render partial: "account/valuations/valuation",
collection: @entries,
as: :entry,
spacer_template: "account/entries/ruler" %>
<% else %>
<p class="text-gray-500 text-sm p-4"><%= t(".no_valuations") %></p>
<% end %>
</div>
</div>
</div>
<% end %>