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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
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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15
app/views/transactions/_transaction.html.erb
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@ -6,7 +6,7 @@
<%= turbo_frame_tag dom_id(transaction) do %>
<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 lg:p-4 <%= entry.excluded ? "opacity-50 text-gray-400" : "" %>">
<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8 <%= view_ctx == "global" ? "lg:col-span-8" : "lg:col-span-6" %>">
<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8">
<%= check_box_tag dom_id(entry, "selection"),
disabled: transaction.transfer.present?,
class: "checkbox checkbox--light",
@ -93,22 +93,11 @@
<%= render "transactions/transaction_category", transaction: transaction %>
</div>
<div class="col-span-4 lg:col-span-2 ml-auto text-right">
<div class="col-span-2 ml-auto text-right">
<%= content_tag :p,
transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
class: ["text-green-600": entry.amount.negative?] %>
</div>
<% if view_ctx != "global" %>
<div class="col-span-2 justify-self-end hidden lg:block">
<% if balance_trend&.trend %>
<%= tag.p format_money(balance_trend.trend.current),
class: "font-medium text-sm text-primary" %>
<% else %>
<%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
<% end %>
</div>
<% end %>
</div>
<% end %>
<% end %>