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Maybe/app/views/investments/show.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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<%= turbo_stream_from @account %>
<%= turbo_frame_tag dom_id(@account) do %>
<%= tag.div class: "space-y-4" do %>
<%= render "accounts/show/header", account: @account %>
<%= render "accounts/show/chart",
account: @account,
title: t(".chart_title"),
tooltip: render(
"investments/value_tooltip",
balance: @account.balance_money,
holdings: @account.balance - @account.cash_balance,
cash: @account.cash_balance
) %>
<div class="min-h-[800px]">
<%= render "accounts/show/tabs", account: @account, tabs: [
{ key: "holdings", contents: render("investments/holdings_tab", account: @account) },
{ key: "activity", contents: render("accounts/show/activity", account: @account) },
] %>
</div>
<% end %>
<% end %>