1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-18 20:59:39 +02:00
Maybe/app/views/trades/_form.html.erb
Zach Gollwitzer 1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388)
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
2025-06-20 13:31:58 -04:00

59 lines
2.2 KiB
Text

<%# locals: (model:, account:) %>
<% type = params[:type] || "buy" %>
<%= styled_form_with url: trades_path(account_id: account&.id), scope: :model, data: { controller: "trade-form" } do |form| %>
<div class="space-y-4">
<% if model.errors.any? %>
<%= render "shared/form_errors", model: model %>
<% end %>
<div class="space-y-2">
<%= form.select :type, [
["Buy", "buy"],
["Sell", "sell"],
["Deposit", "deposit"],
["Withdrawal", "withdrawal"],
["Interest", "interest"]
],
{ label: t(".type"), selected: type },
{ data: {
action: "trade-form#changeType",
trade_form_url_param: new_trade_path(account_id: account&.id),
trade_form_key_param: "type",
}} %>
<% if %w[buy sell].include?(type) %>
<% if Security.provider.present? %>
<div class="form-field combobox">
<%= form.combobox :ticker,
securities_path(country_code: Current.family.country),
name_when_new: "entry[manual_ticker]",
label: t(".holding"),
placeholder: t(".ticker_placeholder"),
required: true %>
</div>
<% else %>
<%= form.text_field :manual_ticker, label: "Ticker symbol", placeholder: "AAPL", required: true %>
<% end %>
<% end %>
<%= form.date_field :date, label: true, value: model.date || Date.current, required: true %>
<% unless %w[buy sell].include?(type) %>
<%= form.money_field :amount, label: t(".amount"), value: model.amount, required: true %>
<% end %>
<% if %w[deposit withdrawal].include?(type) %>
<%= form.collection_select :transfer_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") } %>
<% end %>
<% if %w[buy sell].include?(type) %>
<%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0.000000000000000001, step: "any", required: true %>
<%= form.money_field :price, label: t(".price"), required: true %>
<% end %>
</div>
<%= form.submit t(".submit") %>
</div>
<% end %>