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e8eb32d2ae
* 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
51 lines
2.1 KiB
Text
51 lines
2.1 KiB
Text
<%# locals: (account:, entry:, reconciliation_dry_run:, is_update:, action_verb:) %>
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<div class="space-y-4 text-sm text-secondary">
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<% if account.investment? %>
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<% brokerage_cash = reconciliation_dry_run.new_cash_balance || 0 %>
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<% holdings_value = reconciliation_dry_run.new_balance - brokerage_cash %>
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<p>This will <%= action_verb %> the account value on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to:</p>
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<div class="bg-container rounded-lg p-4 space-y-2 border border-primary">
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<div class="flex justify-between">
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<span>Total account value</span>
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<span class="font-medium text-primary"><%= Money.new(reconciliation_dry_run.new_balance, account.currency).format %></span>
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</div>
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<div class="flex justify-between text-xs">
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<span>Holdings value</span>
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<span><%= Money.new(holdings_value, account.currency).format %></span>
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</div>
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<div class="flex justify-between text-xs">
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<span>Brokerage cash</span>
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<span class="<%= brokerage_cash.negative? ? "text-red-500" : "text-green-500" %>"><%= Money.new(brokerage_cash, account.currency).format %></span>
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</div>
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</div>
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<% else %>
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<p><%= action_verb.capitalize %>
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<% if account.depository? %>
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account balance
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<% elsif account.credit_card? %>
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credit card balance
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<% elsif account.loan? %>
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loan balance
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<% elsif account.property? %>
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property value
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<% elsif account.vehicle? %>
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vehicle value
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<% elsif account.crypto? %>
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crypto balance
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<% elsif account.other_asset? %>
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asset value
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<% elsif account.other_liability? %>
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liability balance
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<% else %>
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balance
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<% end %>
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on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to
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<span class="font-medium text-primary"><%= entry.amount_money.format %></span>.
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</p>
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<% end %>
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<p>All future transactions and balances will be recalculated based on this <%= is_update ? "change" : "update" %>.</p>
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</div>
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