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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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31
app/views/accounts/edit.html.erb
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@ -1,22 +1,15 @@
<%= modal do %>
<article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
<header class="flex justify-between">
<h2 class="font-medium text-xl"><%= t(".edit", account: @account.name) %></h2>
<%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
</header>
<%= modal_form_wrapper title: t(".edit", account: @account.name) do %>
<%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
<%= f.text_field :name, label: t(".name") %>
<%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>
<%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
<%= f.text_field :name, label: t(".name") %>
<%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>
<div class="relative">
<%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
<%= link_to new_institution_path do %>
<%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
<% end %>
</div>
<div class="relative">
<%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
<%= link_to new_institution_path do %>
<%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
<% end %>
</div>
<%= f.submit %>
<% end %>
</article>
<%= f.submit %>
<% end %>
<% end %>