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Code Issues Releases Activity Actions

Start and end balance breakdown in activity view (#2466)
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Browse source 
* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
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Zach Gollwitzer 2025-07-18 17:56:25 -04:00 • committed by GitHub
parent ab6fdbbb68
commit e8eb32d2ae
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94
app/components/UI/account/activity_feed.html.erb Normal file
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<%= turbo_frame_tag dom_id(account, "entries") do %>
<div class="bg-container p-5 shadow-border-xs rounded-xl">
<div class="flex items-center justify-between mb-4" data-testid="activity-menu">
<%= tag.h2 t(".title"), class: "font-medium text-lg" %>
<% if account.manual? %>
<%= render DS::Menu.new(variant: "button") do |menu| %>
<% menu.with_button(text: "New", variant: "secondary", icon: "plus") %>
<% menu.with_item(
variant: "link",
text: "New balance",
icon: "circle-dollar-sign",
href: new_valuation_path(account_id: account.id),
data: { turbo_frame: :modal }) %>
<% unless account.crypto? %>
<% menu.with_item(
variant: "link",
text: "New transaction",
icon: "credit-card",
href: account.investment? ? new_trade_path(account_id: account.id) : new_transaction_path(account_id: account.id),
data: { turbo_frame: :modal }) %>
<% end %>
<% end %>
<% end %>
</div>
<div>
<%= form_with url: account_path(account),
id: "entries-search",
scope: :q,
method: :get,
data: { controller: "auto-submit-form" } do |form| %>
<div class="flex gap-2 mb-4">
<div class="grow">
<div class="flex items-center px-3 py-2 gap-2 border border-secondary rounded-lg focus-within:ring-gray-100 focus-within:border-gray-900">
<%= helpers.icon("search") %>
<%= hidden_field_tag :account_id, account.id %>
<%= form.search_field :search,
placeholder: "Search entries by name",
value: search,
class: "form-field__input placeholder:text-sm placeholder:text-secondary",
"data-auto-submit-form-target": "auto" %>
</div>
</div>
</div>
<% end %>
</div>
<% if activity_dates.empty? %>
<p class="text-secondary text-sm p-4">No entries yet</p>
<% else %>
<%= tag.div id: dom_id(account, "entries_bulk_select"),
data: {
controller: "bulk-select",
bulk_select_singular_label_value: "entry",
bulk_select_plural_label_value: "entries"
} do %>
<div id="entry-selection-bar" data-bulk-select-target="selectionBar" class="flex justify-center hidden">
<%= render "entries/selection_bar" %>
</div>
<div class="grid bg-container-inset rounded-xl grid-cols-12 items-center uppercase text-xs font-medium text-secondary px-5 py-3 mb-4">
<div class="pl-0.5 col-span-8 flex items-center gap-4">
<%= check_box_tag "selection_entry",
class: "checkbox checkbox--light",
data: { action: "bulk-select#togglePageSelection" } %>
<p>Date</p>
</div>
<%= tag.p "Amount", class: "col-span-4 justify-self-end" %>
</div>
<div>
<div class="space-y-4">
<% activity_dates.each do |activity_date_data| %>
<%= render UI::Account::ActivityDate.new(
account: account,
data: activity_date_data
) %>
<% end %>
</div>
<div class="p-4 bg-container rounded-bl-lg rounded-br-lg">
<%= render "shared/pagination", pagy: pagy %>
</div>
</div>
<% end %>
<% end %>
</div>
<% end %>