Skip to content

Implement Portfolio Transactions Admin #940

@americac

Description

@americac

!!! Blocked By: #924, #925, #926 !!!

Description:
Create admin CRUD interface for PortfolioTransactions with dynamic enum select and currency formatting.

Tasks:

  • Create controller: Admin::PortfolioTransactionsController
  • Create views: show, new, edit (no index per routes config)
  • Setup routes (except index)
  • Implement transaction_type select that dynamically loads enum values
  • Format amount_cents as currency ($ prefix, 2 decimals, 0.01 multiplier)
  • Add read-only reason_humanized field
  • Display BelongsTo portfolio association

Files to Create:

  • app/controllers/admin/portfolio_transactions_controller.rb
  • app/views/admin/portfolio_transactions/show.html.erb
  • app/views/admin/portfolio_transactions/_form.html.erb

Reference:

  • app/dashboards/portfolio_transaction_dashboard.rb
  • app/models/portfolio_transaction.rb (for enum)

Metadata

Metadata

Assignees

Labels

blockedIssue blocked by another issue

Type

No type

Projects

Status

Done

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions