Add trading journal and portfolio tracking

2026-09-09 19:01:30 +02:00
parent 1db3b008ec
commit c683bc74c0
24 changed files with 1043 additions and 8 deletions
@@ -0,0 +1,7 @@
+<div class="table-scroll"><table><thead><tr><th>Datum</th><th>Position</th><th>Typ</th><th>Stückzahl</th><th>Kurs</th><th>Währung</th><th>Gebühren</th><th>Gesamtbetrag</th><th>Source</th><th>Strategie</th>{% if show_balance %}<th>Bestand vorher</th><th>Bestand danach</th>{% endif %}<th>Notiz</th><th>Aktionen</th></tr></thead>
+<tbody>{% for entry in entries %}<tr>
+<td class="nowrap">{{ entry.date[8:10] }}.{{ entry.date[5:7] }}.{{ entry.date[:4] }}</td><td><a href="/trading/assets/{{ entry.asset_id }}">{{ entry.asset }}</a></td><td><span class="badge {{ 'positive' if entry.transaction_type == 'buy' else 'muted' }}">{{ trade_types[entry.transaction_type] }}</span></td>
+<td class="numeric">{{ entry.quantity|replace('.', ',') }}</td><td class="numeric">{{ entry.price_per_unit|replace('.', ',') }}</td><td>{{ entry.currency }}</td><td class="numeric">{{ entry.fees|decimal }}</td><td class="numeric">{{ entry.total_amount|decimal }}</td><td><span class="tag">{{ sources[entry.source] }}</span></td><td><span class="tag">{{ strategies.get(entry.strategy_tag, 'Ohne Tag') }}</span></td>
+{% if show_balance %}<td class="numeric">{{ entry.quantity_before|replace('.', ',') }}</td><td class="numeric">{{ entry.quantity_after|replace('.', ',') }}</td>{% endif %}
+<td class="note">{{ entry.note or '–' }}</td><td><div class="actions"><a href="/trading/transactions/{{ entry.id }}/edit">Bearbeiten</a><form method="post" action="/trading/transactions/{{ entry.id }}/delete" data-confirm="Diese Transaktion wirklich löschen? Der Bestand wird neu berechnet."><button class="danger small">Löschen</button></form></div></td></tr>
+{% else %}<tr><td colspan="{{ 14 if show_balance else 12 }}" class="empty">Noch keine Transaktionen. Trage einen Kauf mit bekanntem Datum und Kurs ein.</td></tr>{% endfor %}</tbody></table></div>