feat: investment accounts
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juancwu
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25 changed files with 2205 additions and 56 deletions
213
internal/ui/pages/investment_holding_detail.templ
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213
internal/ui/pages/investment_holding_detail.templ
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@ -0,0 +1,213 @@
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package pages
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import (
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"fmt"
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"time"
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"git.juancwu.dev/juancwu/budgit/internal/model"
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"git.juancwu.dev/juancwu/budgit/internal/routeurl"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/badge"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/button"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/card"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/form"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/icon"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/input"
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"git.juancwu.dev/juancwu/budgit/internal/ui/layouts"
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"git.juancwu.dev/juancwu/budgit/internal/ui/utils"
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)
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type InvestmentHoldingDetailProps struct {
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SpaceID string
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SpaceName string
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AccountID string
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AccountName string
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Currency string
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Position model.HoldingPosition
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Trades []*model.InvestmentTrade
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}
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func holdingPlClass(d string) string {
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if len(d) > 0 && d[0] == '-' {
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return "text-red-600 dark:text-red-400"
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}
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return "text-green-600 dark:text-green-400"
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}
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templ InvestmentHoldingDetailPage(props InvestmentHoldingDetailProps) {
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@layouts.AppWithBreadcrumb(
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props.Position.Holding.Symbol,
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accountChildBreadcrumb(props.SpaceID, props.SpaceName, props.AccountID, props.AccountName, props.Position.Holding.Symbol),
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spaceOverviewSidebarContent(),
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spaceSpecificSidebarContent(props.SpaceID),
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spaceAccountSidebarContent(props.SpaceID, props.AccountID),
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) {
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<div class="container px-6 py-8 mx-auto space-y-8">
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<div class="flex items-start justify-between gap-3 flex-wrap">
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<div>
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<h1 class="text-3xl font-bold flex items-center gap-3">
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{ props.Position.Holding.Symbol }
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@badge.Badge(badge.Props{Variant: badge.VariantSecondary}) {
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{ props.Currency }
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}
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</h1>
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<p class="text-muted-foreground">{ props.Position.Holding.DisplayName }</p>
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</div>
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<form
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hx-post={ routeurl.URL("action.app.spaces.space.accounts.account.investments.holdings.holding.delete", "spaceID", props.SpaceID, "accountID", props.AccountID, "holdingID", props.Position.Holding.ID) }
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hx-confirm="Delete this holding and all its trades?"
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>
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@button.Button(button.Props{
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Type: button.TypeSubmit,
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Variant: button.VariantDestructive,
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Class: "flex items-center gap-2",
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}) {
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@icon.Trash2()
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Delete holding
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}
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</form>
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</div>
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@card.Card(card.Props{Class: "rounded-sm"}) {
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@card.Content(card.ContentProps{Class: "grid grid-cols-2 md:grid-cols-5 gap-4 text-sm p-4"}) {
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<div>
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<div class="text-muted-foreground">Quantity</div>
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<div class="text-lg font-semibold">{ props.Position.Quantity.StringFixedBank(4) }</div>
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</div>
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<div>
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<div class="text-muted-foreground">Avg cost</div>
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<div class="text-lg font-semibold">${ utils.FormatDecimalWithThousands(props.Position.AvgCost.StringFixedBank(2)) }</div>
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</div>
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<div>
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<div class="text-muted-foreground">Cost basis</div>
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<div class="text-lg font-semibold">${ utils.FormatDecimalWithThousands(props.Position.CostBasis.StringFixedBank(2)) }</div>
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</div>
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<div>
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<div class="text-muted-foreground">Realized P/L</div>
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<div class={ "text-lg font-semibold", holdingPlClass(props.Position.RealizedPL.StringFixedBank(2)) }>
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${ utils.FormatDecimalWithThousands(props.Position.RealizedPL.StringFixedBank(2)) }
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</div>
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</div>
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<div>
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<div class="text-muted-foreground">Total fees</div>
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<div class="text-lg font-semibold">${ utils.FormatDecimalWithThousands(props.Position.TotalFees.StringFixedBank(2)) }</div>
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</div>
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}
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}
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@card.Card(card.Props{Class: "rounded-sm"}) {
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@card.Header() {
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@card.Title() {
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Record a trade
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}
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@card.Description() {
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Manually enter a buy or sell. Quantities and prices recompute the position.
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}
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}
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@card.Content() {
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<form
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hx-post={ routeurl.URL("action.app.spaces.space.accounts.account.investments.holdings.holding.trades.create", "spaceID", props.SpaceID, "accountID", props.AccountID, "holdingID", props.Position.Holding.ID) }
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class="grid grid-cols-1 md:grid-cols-6 gap-3 items-end"
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>
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@form.Item() {
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@form.Label(form.LabelProps{For: "type"}) { Type }
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<select id="type" name="type" class="h-9 rounded-sm border bg-transparent px-3 text-sm">
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<option value="buy">Buy</option>
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<option value="sell">Sell</option>
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</select>
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}
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@form.Item() {
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@form.Label(form.LabelProps{For: "quantity"}) { Quantity }
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@input.Input(input.Props{ID: "quantity", Name: "quantity", Type: input.TypeText, Placeholder: "0", Class: "rounded-sm", Required: true})
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}
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@form.Item() {
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@form.Label(form.LabelProps{For: "price"}) { Price / unit }
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@input.Input(input.Props{ID: "price", Name: "price", Type: input.TypeText, Placeholder: "0.00", Class: "rounded-sm", Required: true})
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}
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@form.Item() {
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@form.Label(form.LabelProps{For: "fees"}) { Fees }
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@input.Input(input.Props{ID: "fees", Name: "fees", Type: input.TypeText, Placeholder: "0.00", Class: "rounded-sm"})
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}
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@form.Item() {
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@form.Label(form.LabelProps{For: "occurred_at"}) { Date }
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@input.Input(input.Props{ID: "occurred_at", Name: "occurred_at", Type: input.TypeDate, Value: time.Now().Format("2006-01-02"), Class: "rounded-sm"})
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}
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@button.Button(button.Props{Type: button.TypeSubmit, Class: "rounded-sm"}) {
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Record
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}
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</form>
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}
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}
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@card.Card(card.Props{Class: "rounded-sm"}) {
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@card.Header() {
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@card.Title() { Trade history }
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}
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@card.Content() {
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if len(props.Trades) == 0 {
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<p class="text-sm text-muted-foreground">No trades recorded yet.</p>
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} else {
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead class="text-left text-muted-foreground border-b">
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<tr>
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<th class="py-2 pr-2">Date</th>
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<th class="py-2 pr-2">Type</th>
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<th class="py-2 pr-2">Quantity</th>
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<th class="py-2 pr-2">Price / unit</th>
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<th class="py-2 pr-2">Fees</th>
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<th class="py-2 pr-2">Total</th>
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<th class="py-2"></th>
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</tr>
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</thead>
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<tbody>
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for _, t := range props.Trades {
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{{
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fees := "—"
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if t.Fees != nil {
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fees = t.Fees.StringFixedBank(2)
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}
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total := t.Quantity.Mul(t.PricePerUnit)
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typeLabel := "Buy"
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if string(t.Type) == "sell" {
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typeLabel = "Sell"
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}
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}}
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<tr class="border-b last:border-b-0">
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<td class="py-2 pr-2">{ t.OccurredAt.Format("2006-01-02") }</td>
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<td class="py-2 pr-2">
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@badge.Badge(badge.Props{
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Variant: badge.VariantSecondary,
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Class: "text-xs",
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}) {
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{ typeLabel }
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}
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</td>
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<td class="py-2 pr-2">{ t.Quantity.StringFixedBank(4) }</td>
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<td class="py-2 pr-2">${ utils.FormatDecimalWithThousands(t.PricePerUnit.StringFixedBank(2)) }</td>
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<td class="py-2 pr-2">{ fees }</td>
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<td class="py-2 pr-2">${ utils.FormatDecimalWithThousands(total.StringFixedBank(2)) }</td>
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<td class="py-2 text-right">
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<form
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hx-post={ routeurl.URL("action.app.spaces.space.accounts.account.investments.holdings.holding.trades.trade.delete", "spaceID", props.SpaceID, "accountID", props.AccountID, "holdingID", props.Position.Holding.ID, "tradeID", t.ID) }
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hx-confirm="Delete this trade?"
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class="inline"
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>
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@button.Button(button.Props{
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Type: button.TypeSubmit,
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Variant: button.VariantGhost,
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Class: "h-8 px-2",
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}) {
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@icon.Trash2()
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}
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</form>
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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}
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}
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}
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</div>
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}
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}
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var _ = fmt.Sprintf
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