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Maybe/app/views/accounts/show/_chart.html.erb
Zach Gollwitzer 49c353e10c
Plaid portfolio sync algorithm and calculation improvements (#1526)
* Start tests rework

* Cash balance on schema

* Add reverse syncer

* Reverse balance sync with holdings

* Reverse holdings sync

* Reverse holdings sync should work with only trade entries

* Consolidate brokerage cash

* Add forward sync option

* Update new balance info after syncs

* Intraday balance calculator and sync fixes

* Show only balance for trade entries

* Tests passing

* Update Gemfile.lock

* Cleanup, performance improvements

* Remove account reloads for reliable sync outputs

* Simplify valuation view logic

* Special handling for Plaid cash holding
2024-12-10 17:41:20 -05:00

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<%# locals: (account:, title: nil, tooltip: nil, **args) %>
<% period = Period.from_param(params[:period]) %>
<% default_value_title = account.asset? ? t(".balance") : t(".owed") %>
<div id="<%= dom_id(account, :chart) %>" class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg space-y-2">
<div class="flex justify-between px-4 pt-4 mb-2">
<div class="space-y-2">
<div class="flex items-center gap-1">
<%= tag.p title || default_value_title, class: "text-sm font-medium text-gray-500" %>
<%= tooltip %>
</div>
<%= tag.p format_money(account.balance_money), class: "text-gray-900 text-3xl font-medium" %>
</div>
<%= form_with url: request.path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
<%= period_select form: form, selected: period.name %>
<% end %>
</div>
<%= turbo_frame_tag dom_id(account, :chart_details), src: chart_account_path(account, period: period.name) do %>
<%= render "accounts/chart_loader" %>
<% end %>
</div>