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Start and end balance breakdown in activity view (#2466)
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* 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
This commit is contained in:
Zach Gollwitzer 2025-07-18 17:56:25 -04:00 committed by GitHub
parent ab6fdbbb68
commit e8eb32d2ae
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27 changed files with 1088 additions and 119 deletions

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@ -1,6 +1,8 @@
class UI::AccountPage < ApplicationComponent
attr_reader :account, :chart_view, :chart_period
renders_one :activity_feed, ->(feed_data:, pagy:, search:) { UI::Account::ActivityFeed.new(feed_data: feed_data, pagy: pagy, search: search) }
def initialize(account:, chart_view: nil, chart_period: nil, active_tab: nil)
@account = account
@chart_view = chart_view
@ -8,6 +10,18 @@ class UI::AccountPage < ApplicationComponent
@active_tab = active_tab
end
def id
dom_id(account, :container)
end
def broadcast_channel
account
end
def broadcast_refresh!
Turbo::StreamsChannel.broadcast_replace_to(broadcast_channel, target: id, renderable: self, layout: false)
end
def title
account.name
end
@ -33,13 +47,13 @@ class UI::AccountPage < ApplicationComponent
end
end
def tab_partial_name(tab)
def tab_content_for(tab)
case tab
when :activity
"accounts/show/activity"
activity_feed
when :holdings, :overview
# Accountable is responsible for implementing the partial in the correct folder
"#{account.accountable_type.downcase.pluralize}/tabs/#{tab}"
render "#{account.accountable_type.downcase.pluralize}/tabs/#{tab}", account: account
end
end
end