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Code Issues Releases Activity Actions

Show cash + holdings value for investment account view (#1046)

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* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
This commit is contained in:
Zach Gollwitzer 2024-08-02 17:09:25 -04:00 • committed by GitHub
parent 453a54e5e6
commit ea8309eedd
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20 changed files with 168 additions and 33 deletions
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21
app/views/account/cashes/_cash.html.erb Normal file
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@ -0,0 +1,21 @@
<%# locals: (holding:) %>
<%= turbo_frame_tag dom_id(holding) do %>
<div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
<div class="col-span-9 flex items-center gap-4">
<%= render "shared/circle_logo", name: holding.name %>
<div>
<%= tag.p holding.name %>
<%= tag.p holding.ticker, class: "text-gray-500 text-xs uppercase" %>
</div>
</div>
<div class="col-span-3 text-right">
<% if holding.amount_money %>
<%= tag.p format_money holding.amount_money %>
<% else %>
<%= tag.p "?", class: "text-gray-500" %>
<% end %>
</div>
</div>
<% end %>

18
app/views/account/cashes/index.html.erb Normal file
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<%= turbo_frame_tag dom_id(@account, "cash") 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(".cash"), class: "font-medium text-lg" %>
</div>
<div class="rounded-xl bg-gray-25 p-1">
<div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
<%= tag.p t(".name"), class: "col-span-9" %>
<%= tag.p t(".value"), class: "col-span-3 justify-self-end" %>
</div>
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
<%= render partial: "account/cashes/cash", collection: [brokerage_cash(@account)], as: :holding %>
</div>
</div>
</div>
<% end %>