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edit and delete button for investment
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@rrelyea
rrelyea committed Dec 24, 2023
1 parent fea6e93 commit 8301f30
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Showing 4 changed files with 167 additions and 98 deletions.
241 changes: 143 additions & 98 deletions Pages/AccountView.razor
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Original file line number Diff line number Diff line change
Expand Up @@ -231,6 +231,26 @@
</tr>
}

@foreach (var transaction in investment.Transactions) {
bool transferFrom = (investment == transaction.FromInvestment);
<tr style=background-color:@bgColor>
<td colspan=3 style=padding-left:16px>
@if (transferFrom)
{
<span>..transfer to @transaction.ToInvestment.Ticker</span>
}
else
{
<span>..transfer from @transaction.FromInvestment.Ticker</span>
}

</td>
<td style=text-align:right;padding-left:8px>
<span>@(transferFrom?"-":"+")</span>
@FormatUtilities.formatMoney(transaction.Value, decimalPlaces:0)
</td>
</tr>
}
alternateRow2 = !alternateRow2;
}

Expand All @@ -251,80 +271,92 @@
if (account.SelectedInvestment != null) {
var bgColor = "white";
<br/>
@* @((MarkupString)bold("Exchange "+account.SelectedInvestment.Ticker + "&nbsp;|&nbsp;" + account.SelectedInvestment.Name + ":"))
<br/>
<label>Shares:&nbsp;</label><input type=radio name=quantity value=all /><label>All</label> <input type=radio name=quantity value=partial /><label>Partial:&nbsp;</label><input style=width:50px type=text /><br/>
<select><option>to</option><option>from</option></select><br/>
<label>Account:&nbsp;</label><select><option>this account</option></select>
<label>&nbsp;Investment:&nbsp;</label><select></select>
<br/>
<label>Shares:&nbsp;</label><input type=radio name=quantity value=all /><label>All</label> <input type=radio name=quantity value=partial /><label>Partial:&nbsp;</label><input style=width:50px type=text /><br/> *@
<br/>
@((MarkupString)bold("Edit Holding:"))
<table>
<tr style=background-color:@bgColor>
<td style=padding-left:16px>
<input type=text style=width:70px @bind-Value=account.SelectedInvestment.Ticker @bind-Value:event=oninput placeholder='ticker'/></td>
<label>Quantity: </label>
<td style=text-align:right;padding-left:8px><input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.SharesPIN @bind-Value:event=onchange placeholder='shares'/></td>
<td></td>
</tr>
<tr style=background-color:@bgColor>
<td style=text-align:right;padding-left:8px colspan=2>
<label>Price: </label>
$<input type=text style=width:80px;text-align:right @bind-Value=account.SelectedInvestment.Price @bind-Value:event=onchange placeholder='price'/></td>
<td style=text-align:right;padding-left:8px colspan=2>
<label>Balance: </label>
$<input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.ValuePIN @bind-Value:event=onchange placeholder='value'/>
</td>
</tr>
<tr style=background-color:@bgColor>
<td style=text-align:right;padding-left:8px colspan=3>
<label>Cost Basis: </label>
$<input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.CostBasis @bind-Value:event=oninput placeholder='cost basis'/>
</td>
<td></td>
</tr>
<tr style=background-color:@bgColor>
<td>
<button @onclick='@(e=>deleteSelectedInvestment(e,account.SelectedInvestment))' title='delete investment'>❌ investment</button>
</td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4><label style=padding-left:16px>Name:</label><input type=text style=width:300px @bind-Value=account.SelectedInvestment.Name @bind-Value:event=oninput placeholder='name'/></td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4>
<label style=padding-left:16px>Expense Ratio:</label><input width= type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.ExpenseRatio @bind-Value:event=oninput placeholder='exp. ratio'/>%
</td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4>
<label style=padding-left:16px>Asset Type:</label>
<select @bind=account.SelectedInvestment.AssetType>
@foreach (AssetType assetType in (AssetType[]) Enum.GetValues(typeof(AssetType))) {
<option>@assetType</option>

@if (account.View) {
@switch (account.SelectedInvestment.Transaction) {
case null:
@((MarkupString)bold("Holding:"))<br/>
<button @onclick='@(e=>edit(e,account.SelectedInvestment))'>Edit @account.SelectedInvestment.Ticker</button>
<button @onclick='@(e=>deleteSelectedInvestment(e,account.SelectedInvestment))' title='delete investment'>❌ @account.SelectedInvestment.Ticker</button>
<br/><br/>
@* @((MarkupString)bold("Record Transaction:"))<br/>
<button @onclick='@(e=>buy(e,account.SelectedInvestment))'>Buy @account.SelectedInvestment.Ticker</button>
<button @onclick='@(e=>sell(e,account.SelectedInvestment))'>Sell @account.SelectedInvestment.Ticker</button>
<button @onclick='@(e=>dividend(e,account.SelectedInvestment))'>@account.SelectedInvestment.Ticker Dividend</button>
<br/><br/> *@
break;
case "buy":
case "sell":
case "dividend":
<span><input type=radio name=type value=dollars /> $ <input type=text /> or <input type=radio name=type value=shares /> <input type=text /> shares</span><br/>
<span>@@ $ <input type=text /> / share</span><br/>
<span>money from <select /> <select /></span><br/>
<button @onclick='@(e=>cancel(e,account.SelectedInvestment))'>Cancel</button> <button>Plan</button> <button>Commit</button><br/>
break;
case "edit":
<table>
<tr style=background-color:@bgColor>
<td style=padding-left:16px>
<input type=text style=width:70px @bind-Value=account.SelectedInvestment.Ticker @bind-Value:event=oninput placeholder='ticker'/></td>
<label>Quantity: </label>
<td style=text-align:right;padding-left:8px><input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.SharesPIN @bind-Value:event=onchange placeholder='shares'/></td>
<td></td>
</tr>
<tr style=background-color:@bgColor>
<td style=text-align:right;padding-left:8px colspan=2>
<label>Price: </label>
$<input type=text style=width:80px;text-align:right @bind-Value=account.SelectedInvestment.Price @bind-Value:event=onchange placeholder='price'/></td>
<td style=text-align:right;padding-left:8px colspan=2>
<label>Balance: </label>
$<input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.ValuePIN @bind-Value:event=onchange placeholder='value'/>
</td>
</tr>
<tr style=background-color:@bgColor>
<td style=text-align:right;padding-left:8px colspan=3>
<label>Cost Basis: </label>
$<input type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.CostBasis @bind-Value:event=oninput placeholder='cost basis'/>
</td>
<td></td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4><label style=padding-left:16px>Name:</label><input type=text style=width:300px @bind-Value=account.SelectedInvestment.Name @bind-Value:event=oninput placeholder='name'/></td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4>
<label style=padding-left:16px>Asset Type:</label>
<select @bind=account.SelectedInvestment.AssetType>
@foreach (AssetType assetType in (AssetType[]) Enum.GetValues(typeof(AssetType))) {
<option>@assetType</option>
}
</select>
</td>
</tr>
<tr style=background-color:@bgColor>
<td colspan=4>
<label style=padding-left:16px>Expense Ratio:</label><input width= type=text style=width:100px;text-align:right @bind-Value=account.SelectedInvestment.ExpenseRatio @bind-Value:event=oninput placeholder='exp. ratio'/>%
</td>
</tr>
@if (account.SelectedInvestment.AssetType == global::AssetType.StocksAndBonds_ETF || account.SelectedInvestment.AssetType == global::AssetType.StocksAndBonds_Fund) {
<tr style=background-color:@bgColor>
<td colspan=4 style=text-align:right>
<div style=margin-right:50px><label>US Stock:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.USStockPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>International Stock:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.InternationalStockPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>US Bonds:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.USBondsPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>International Bonds:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.InternationalBondsPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>Cash:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.CashPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label><b>Total:</b></label>
<span style=text-align:left;width:60px;display:inline-block>
@((account.SelectedInvestment.USStockPercent??0.0)+(account.SelectedInvestment.InternationalStockPercent??0.0)+(account.SelectedInvestment.USBondsPercent??0.0)+(account.SelectedInvestment.InternationalBondsPercent??0.0)+(account.SelectedInvestment.CashPercent??0.0))%
</span>
</div>
</td>
</tr>
}
</select>
</td>
</tr>
@if (account.SelectedInvestment.AssetType == global::AssetType.StocksAndBonds_ETF || account.SelectedInvestment.AssetType == global::AssetType.StocksAndBonds_Fund) {
<tr style=background-color:@bgColor>
<td colspan=4 style=text-align:right>
<div style=margin-right:50px><label>US Stock:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.USStockPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>International Stock:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.InternationalStockPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>US Bonds:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.USBondsPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>International Bonds:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.InternationalBondsPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label>Cash:</label> <input type=text style=width:60px @bind-Value=account.SelectedInvestment.CashPercent @bind-Value:event=oninput />%</div>
<div style=margin-right:50px><label><b>Total:</b></label>
<span style=text-align:left;width:60px;display:inline-block>
@((account.SelectedInvestment.USStockPercent??0.0)+(account.SelectedInvestment.InternationalStockPercent??0.0)+(account.SelectedInvestment.USBondsPercent??0.0)+(account.SelectedInvestment.InternationalBondsPercent??0.0)+(account.SelectedInvestment.CashPercent??0.0))%
</span>
</div>
</td>
</tr>
}
</table>
</table>
<button @onclick='@(e=>commit(e,account.SelectedInvestment))'>Save</button><br/>
break;
}
}
}
}
</div>
Expand All @@ -335,6 +367,42 @@
void editAccountInfo(MouseEventArgs e, Account account) {
account.Edit = !account.Edit;
}

void buy(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = "buy";
}

void sell(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = "sell";
}

void dividend(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = "dividend";
}

void edit(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = "edit";
}

void commit(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = null;
}

void plan(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = null;
}

void cancel(MouseEventArgs e, Investment selectedInvestment)
{
selectedInvestment.Transaction = null;
}

void deleteSelectedInvestment(MouseEventArgs e, Investment selectedInvestment)
{
if (appData.FamilyData is not null) {
Expand All @@ -344,31 +412,7 @@
if (account.View)
{
account.Investments.Remove(selectedInvestment);
}
}
}
}
Investment fromInvestment = null;
Investment toInvestment = null;
void selectInvestment(MouseEventArgs e, int accountIndex, int investmentIndex)
{
if (appData.FamilyData is not null) {
var accounts = appData.FamilyData.Accounts;
if (fromInvestment == null)
{
fromInvestment = accounts[accountIndex].Investments[investmentIndex];
}
else
{
toInvestment = accounts[accountIndex].Investments[investmentIndex];
if (fromInvestment != toInvestment)
{
Transaction t = new() { FromInvestment = fromInvestment, ToInvestment = toInvestment, Value = fromInvestment.Value };
fromInvestment.Transactions.Add(t);
toInvestment.Transactions.Add(t);

fromInvestment = null;
toInvestment = null;
account.SelectedInvestment = null;
}
}
}
Expand All @@ -386,6 +430,7 @@
if (index == investmentIndex && accIndex == accountIndex)
{
investment.Selected = !investment.Selected;
investment.Transaction = null;
if (account.SelectedInvestment != null)
{
account.SelectedInvestment.Selected = false;
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