Files
sure/app/views/trades/_form.html.erb
soky srm 560c9fbff3 Family sharing (#1272)
* Initial account sharing changes

* Update schema.rb

* Update schema.rb

* Change sharing UI to modal

* UX fixes and sharing controls

* Scope include in finances better

* Update totals.rb

* Update totals.rb

* Scope reports to finance account scope

* Update impersonation_sessions_controller_test.rb

* Review fixes

* Update schema.rb

* Update show.html.erb

* FIX db validation

* Refine edit permissions

* Review items

* Review

* Review

* Add application level helper

* Critical review

* Address remaining review items

* Fix modals

* more scoping

* linter

* small UI fix

* Fix: Sync broadcasts push unscoped balance sheet to all users

* Update sync_complete_event.rb

 The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context)
  along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods.

  The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a
  morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
2026-03-25 10:50:23 +01:00

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<%# 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, accessible_accounts.visible.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"), step: "any", precision: 10, required: true %>
<% end %>
</div>
<%= form.submit t(".submit") %>
</div>
<% end %>