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feat: investment accounts
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juancwu 2026-05-22 14:49:57 +00:00
commit 7c24a8302d
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internal/ui/pages/investments_overview.templ Normal file
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package pages
import (
"fmt"
"git.juancwu.dev/juancwu/budgit/internal/model"
"git.juancwu.dev/juancwu/budgit/internal/routeurl"
"git.juancwu.dev/juancwu/budgit/internal/ui/components/badge"
"git.juancwu.dev/juancwu/budgit/internal/ui/components/button"
"git.juancwu.dev/juancwu/budgit/internal/ui/components/card"
"git.juancwu.dev/juancwu/budgit/internal/ui/components/icon"
"git.juancwu.dev/juancwu/budgit/internal/ui/layouts"
"git.juancwu.dev/juancwu/budgit/internal/ui/utils"
)
type InvestmentOverviewRow struct {
SpaceID string
SpaceName string
AccountID string
AccountName string
Currency string
Summary *model.InvestmentAccountSummary
}
type InvestmentsOverviewProps struct {
Year int
Rows []InvestmentOverviewRow
}
templ InvestmentsOverviewPage(props InvestmentsOverviewProps) {
@layouts.App("Investments", spaceOverviewSidebarContent()) {
<div class="container px-6 py-8 mx-auto space-y-6">
<div class="flex items-start justify-between gap-3 flex-wrap">
<div>
<h1 class="text-3xl font-bold">Investments</h1>
<p class="text-muted-foreground mt-1">
{ fmt.Sprintf("%d contribution rooms, YTD activity, and total cost basis across your investment accounts.", props.Year) }
</p>
</div>
</div>
if len(props.Rows) == 0 {
@card.Card(card.Props{Class: "rounded-sm"}) {
@card.Content(card.ContentProps{Class: "p-6 space-y-3"}) {
<p class="text-sm text-muted-foreground">
You don't have any investment accounts yet. In any space, create a new account and check
<strong>Investment account</strong> to start tracking contributions and holdings.
</p>
}
}
} else {
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
for _, row := range props.Rows {
{{
subtypeLabel := ""
if row.Summary != nil && row.Summary.Account != nil && row.Summary.Account.InvestmentSubtype != nil {
subtypeLabel = upperString(*row.Summary.Account.InvestmentSubtype)
}
}}
@card.Card(card.Props{Class: "rounded-sm"}) {
@card.Header() {
<div class="flex items-start justify-between gap-2">
<div>
@card.Title() {
<div class="flex items-center gap-2">
{ row.AccountName }
if subtypeLabel != "" {
@badge.Badge(badge.Props{Variant: badge.VariantSecondary, Class: "text-xs"}) {
{ subtypeLabel }
}
}
@badge.Badge(badge.Props{Variant: badge.VariantOutline, Class: "text-xs"}) {
{ row.Currency }
}
</div>
}
@card.Description() {
{ row.SpaceName }
}
</div>
@button.Button(button.Props{
Variant: button.VariantGhost,
Class: "h-8 px-2",
Href: routeurl.URL("page.app.spaces.space.accounts.account.overview", "spaceID", row.SpaceID, "accountID", row.AccountID),
}) {
@icon.ChevronRight()
}
</div>
}
@card.Content(card.ContentProps{Class: "grid grid-cols-2 gap-3 text-sm"}) {
<div>
<div class="text-muted-foreground">YTD Contributions</div>
<div class="font-semibold">${ utils.FormatDecimalWithThousands(row.Summary.YTDContributions.StringFixedBank(2)) }</div>
</div>
<div>
<div class="text-muted-foreground">YTD Withdrawals</div>
<div class="font-semibold">${ utils.FormatDecimalWithThousands(row.Summary.YTDWithdrawals.StringFixedBank(2)) }</div>
</div>
<div>
<div class="text-muted-foreground">Room remaining</div>
<div class="font-semibold">
if row.Summary.RoomRemaining != nil {
${ utils.FormatDecimalWithThousands(row.Summary.RoomRemaining.StringFixedBank(2)) }
} else {
<span class="text-muted-foreground italic">Room not set</span>
}
</div>
</div>
<div>
<div class="text-muted-foreground">Total cost basis</div>
<div class="font-semibold">${ utils.FormatDecimalWithThousands(row.Summary.TotalCostBasis.StringFixedBank(2)) }</div>
</div>
}
}
}
</div>
}
</div>
}
}
func upperString(s string) string {
out := make([]byte, len(s))
for i := 0; i < len(s); i++ {
c := s[i]
if c >= 'a' && c <= 'z' {
c -= 32
}
out[i] = c
}
return string(out)
}