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portfolio-edit: rebuild form as compact inline strip

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Replace the multi-row wizard-style form (Ticker / Qty on row 1, mode
radios on row 2, Date+Cost on row 3) with a single horizontal strip
that sits unobtrusively above the portfolio table. The radio toggle is
gone; a small calendar icon next to the Cost input pops out a date
picker that auto-fills cost on selection and then hides itself.

Same input IDs, so the existing validate/Add/× handlers work unchanged.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Giorgio Gilestro 2026-05-27 15:02:03 +02:00
parent 70da4cdf84
commit a9b7d4d8bb
3 changed files with 95 additions and 98 deletions
Download patch file Download diff file Expand all files Collapse all files

92
app/static/css/cassandra.css
View file

@ -2336,79 +2336,93 @@ a.btn-secondary:hover { color: var(--accent); border-color: var(--accent); }
#portfolio-panel.pf-editing .pf-row-del { display: inline; } #portfolio-panel.pf-editing .pf-row-del { display: inline; }
#portfolio-panel.pf-editing .pf-row-del:hover { color: var(--err, #f55); } #portfolio-panel.pf-editing .pf-row-del:hover { color: var(--err, #f55); }
/* Add-position form. */ /* Add-position form — compact inline strip that visually sits above the
portfolio table rather than as a separate boxed form. */
.pf-add-form { .pf-add-form {
border: 1px solid var(--neu-dim, #333); margin-bottom: 6px;
border-radius: 6px;
padding: 12px;
margin-bottom: 12px;
background: var(--surface-2, #1a1a1a);
} }
.pf-add-row { .pf-add-strip {
display: flex; display: flex;
gap: 10px; gap: 6px;
margin-bottom: 8px; align-items: center;
flex-wrap: wrap; flex-wrap: nowrap;
align-items: flex-end;
}
.pf-add-field {
display: flex;
flex-direction: column;
flex: 1 1 140px;
font-size: 12px; font-size: 12px;
} }
.pf-add-label { .pf-add-input {
color: var(--neu-dim, #888);
margin-bottom: 2px;
}
.pf-add-field input[type="text"],
.pf-add-field input[type="number"],
.pf-add-field input[type="date"] {
background: var(--surface, #111); background: var(--surface, #111);
border: 1px solid var(--neu-dim, #444); border: 1px solid var(--neu-dim, #444);
color: var(--text, #ccc); color: var(--text, #ccc);
padding: 4px 6px; padding: 3px 6px;
border-radius: 3px; border-radius: 3px;
font-family: inherit; font-family: inherit;
font-size: 13px;
}
.pf-add-cost-mode { gap: 16px; }
.pf-add-radio {
display: inline-flex;
gap: 4px;
align-items: center;
font-size: 12px; font-size: 12px;
cursor: pointer; min-width: 0;
}
.pf-add-input:focus {
outline: none;
border-color: var(--accent, #5af);
}
.pf-add-input--ticker { width: 90px; text-transform: uppercase; }
.pf-add-input--qty { width: 70px; }
.pf-add-input--cost { width: 100px; }
.pf-add-input--date { width: 130px; }
.pf-add-cost-wrap {
display: inline-flex;
align-items: center;
gap: 4px;
} }
.pf-add-currency { .pf-add-currency {
color: var(--neu-dim, #888); color: var(--neu-dim, #888);
font-size: 11px; font-size: 11px;
margin-top: 2px; min-width: 28px;
}
.pf-add-icon-btn {
background: transparent;
border: 1px solid var(--neu-dim, #444);
color: var(--neu-dim, #888);
padding: 2px 4px;
border-radius: 3px;
cursor: pointer;
display: inline-flex;
align-items: center;
}
.pf-add-icon-btn:hover {
color: var(--text, #ccc);
border-color: var(--accent, #5af);
} }
.pf-add-submit { .pf-add-submit {
background: var(--accent, #5af); background: var(--accent, #5af);
color: var(--bg, #000); color: var(--bg, #000);
border: none; border: none;
padding: 6px 14px; width: 26px;
height: 26px;
border-radius: 3px; border-radius: 3px;
cursor: pointer; cursor: pointer;
font-weight: 600; font-weight: 600;
align-self: flex-end; font-size: 16px;
line-height: 1;
display: inline-flex;
align-items: center;
justify-content: center;
} }
.pf-add-submit:disabled { .pf-add-submit:disabled {
background: var(--neu-dim, #444); background: var(--neu-dim, #444);
cursor: not-allowed; cursor: not-allowed;
} }
.pf-add-status { .pf-add-meta {
font-size: 11px; display: flex;
margin-top: 2px; gap: 12px;
margin-top: 3px;
min-height: 14px; min-height: 14px;
font-size: 11px;
} }
.pf-add-status:empty { display: none; }
.pf-add-status--pending { color: var(--neu-dim, #888); } .pf-add-status--pending { color: var(--neu-dim, #888); }
.pf-add-status--ok { color: var(--ok, #6c6); } .pf-add-status--ok { color: var(--ok, #6c6); }
.pf-add-status--err { color: var(--err, #f55); } .pf-add-status--err { color: var(--err, #f55); }
.pf-add-warning { .pf-add-warning {
color: var(--warn, #fb3); color: var(--warn, #fb3);
font-size: 11px; font-size: 11px;
margin-top: 8px; margin-top: 3px;
} }

39
app/static/js/portfolio_edit.js
View file

@ -177,32 +177,26 @@
} }
}); });
// ---- Cost mode toggle + historical lookup -------------------------- // ---- Calendar-icon → historical lookup -----------------------------
const dateField = document.getElementById('pf-add-date-field'); const dateBtn = document.getElementById('pf-add-date-btn');
const dateInput = document.getElementById('pf-add-date'); const dateInput = document.getElementById('pf-add-date');
const dateStatus = document.getElementById('pf-add-date-status'); const dateStatus = document.getElementById('pf-add-date-status');
const costInput = document.getElementById('pf-add-cost'); const costInput = document.getElementById('pf-add-cost');
function onModeChange() { dateBtn.addEventListener('click', function () {
const mode = document.querySelector( if (!validated) {
'input[name="pf-cost-mode"]:checked' setStatus(dateStatus, 'enter a valid ticker first', 'err');
).value; return;
if (mode === 'date') { }
dateField.hidden = false; dateInput.hidden = !dateInput.hidden;
costInput.readOnly = true; if (!dateInput.hidden) {
costInput.placeholder = 'auto-filled from date'; dateInput.focus();
if (typeof dateInput.showPicker === 'function') dateInput.showPicker();
} else { } else {
dateField.hidden = true;
costInput.readOnly = false;
costInput.placeholder = '150.25';
setStatus(dateStatus, '', ''); setStatus(dateStatus, '', '');
} }
} });
document.querySelectorAll('input[name="pf-cost-mode"]').forEach(r =>
r.addEventListener('change', onModeChange)
);
async function fetchHistorical() { async function fetchHistorical() {
if (!validated) { if (!validated) {
@ -212,8 +206,6 @@
const d = dateInput.value; const d = dateInput.value;
if (!d) { if (!d) {
setStatus(dateStatus, '', ''); setStatus(dateStatus, '', '');
costInput.value = '';
updateSubmitState();
return; return;
} }
setStatus(dateStatus, 'looking up…', 'pending'); setStatus(dateStatus, 'looking up…', 'pending');
@ -225,7 +217,6 @@
if (r.status === 400) { if (r.status === 400) {
const j = await r.json().catch(() => ({detail: 'invalid date'})); const j = await r.json().catch(() => ({detail: 'invalid date'}));
setStatus(dateStatus, '✗ ' + (j.detail || 'invalid date'), 'err'); setStatus(dateStatus, '✗ ' + (j.detail || 'invalid date'), 'err');
costInput.value = '';
updateSubmitState(); updateSubmitState();
return; return;
} }
@ -236,18 +227,18 @@
? '✓ from ' + j.actual_date ? '✓ from ' + j.actual_date
: '✓'; : '✓';
setStatus(dateStatus, tag, 'ok'); setStatus(dateStatus, tag, 'ok');
// Hide the date picker after a successful fill — keeps the row clean.
dateInput.hidden = true;
} else { } else {
setStatus(dateStatus, '✗ ' + (j.error || 'no data'), 'err'); setStatus(dateStatus, '✗ ' + (j.error || 'no data'), 'err');
costInput.value = '';
} }
} catch (e) { } catch (e) {
setStatus(dateStatus, '✗ couldn\'t fetch — try again', 'err'); setStatus(dateStatus, '✗ couldn\'t fetch — try again', 'err');
costInput.value = '';
} }
updateSubmitState(); updateSubmitState();
} }
dateInput.addEventListener('blur', fetchHistorical); dateInput.addEventListener('change', fetchHistorical);
// ---- Per-row delete (event delegation) ----------------------------- // ---- Per-row delete (event delegation) -----------------------------

62
app/templates/dashboard.html
View file

@ -61,42 +61,34 @@
</div> </div>
<div class="panel-body"> <div class="panel-body">
<div id="pf-add-form" class="pf-add-form" hidden> <div id="pf-add-form" class="pf-add-form" hidden>
<div class="pf-add-row"> <div class="pf-add-strip">
<label class="pf-add-field"> <input type="text" id="pf-add-ticker" class="pf-add-input pf-add-input--ticker"
<span class="pf-add-label">Ticker</span> autocomplete="off" spellcheck="false" maxlength="32"
<input type="text" id="pf-add-ticker" autocomplete="off" placeholder="Ticker">
spellcheck="false" maxlength="32" placeholder="AAPL"> <input type="number" id="pf-add-qty" class="pf-add-input pf-add-input--qty"
<span id="pf-add-ticker-status" class="pf-add-status"></span> min="0" step="any" placeholder="Qty">
</label> <span class="pf-add-cost-wrap">
<label class="pf-add-field"> <input type="number" id="pf-add-cost" class="pf-add-input pf-add-input--cost"
<span class="pf-add-label">Quantity</span> min="0" step="any" placeholder="Cost / share">
<input type="number" id="pf-add-qty" min="0" step="any" placeholder="100">
</label>
</div>
<div class="pf-add-row pf-add-cost-mode">
<label class="pf-add-radio">
<input type="radio" name="pf-cost-mode" value="avg" checked>
Avg cost per share
</label>
<label class="pf-add-radio">
<input type="radio" name="pf-cost-mode" value="date">
Bought on date
</label>
</div>
<div class="pf-add-row">
<label class="pf-add-field" id="pf-add-date-field" hidden>
<span class="pf-add-label">Acquisition date</span>
<input type="date" id="pf-add-date">
<span id="pf-add-date-status" class="pf-add-status"></span>
</label>
<label class="pf-add-field">
<span class="pf-add-label">Cost per share</span>
<input type="number" id="pf-add-cost" min="0" step="any" placeholder="150.25">
<span id="pf-add-cost-currency" class="pf-add-currency"></span> <span id="pf-add-cost-currency" class="pf-add-currency"></span>
</label> <button type="button" id="pf-add-date-btn" class="pf-add-icon-btn"
<button type="button" id="pf-add-submit" class="pf-add-submit" disabled> title="Auto-fill from historical date" aria-label="Pick date">
+ Add <svg width="13" height="13" viewBox="0 0 24 24" fill="none"
</button> stroke="currentColor" stroke-width="2" aria-hidden="true">
<rect x="3" y="4" width="18" height="18" rx="2" ry="2"/>
<line x1="16" y1="2" x2="16" y2="6"/>
<line x1="8" y1="2" x2="8" y2="6"/>
<line x1="3" y1="10" x2="21" y2="10"/>
</svg>
</button>
<input type="date" id="pf-add-date" class="pf-add-input pf-add-input--date" hidden>
</span>
<button type="button" id="pf-add-submit" class="pf-add-submit"
disabled title="Add position">+</button>
</div>
<div class="pf-add-meta">
<span id="pf-add-ticker-status" class="pf-add-status"></span>
<span id="pf-add-date-status" class="pf-add-status"></span>
</div> </div>
<div id="pf-add-warning" class="pf-add-warning" hidden></div> <div id="pf-add-warning" class="pf-add-warning" hidden></div>
</div> </div>