{% extends "base.html" %}
{% from "_macros.html" import money, help, year_picker %}
{% block title %}Investments{% endblock %}
{% block content %}
<header class="page-head">
  <div><h1>Investments</h1>
  <p class="muted">Shares are matched first-in, first-out within each account. Wash sales are detected across all your accounts.</p></div>
  <div class="actions">{{ year_picker(years, year, 'main.investments_page') }}</div>
</header>

{% for w in res.warnings %}<div class="flash flash-error">{{ w }}</div>{% endfor %}

<section class="todo-grid">
  {% for term, label in [('short', 'Short-term'), ('long', 'Long-term')] %}
  <a class="todo" href="{{ url_for('main.report_gains', year=year) }}">
    <span class="todo-num {{ 'neg' if gains.sums[term].gain < 0 }}">{{ gains.sums[term].gain|money }}</span>
    <span class="todo-label">{{ label }} realized gain/loss in {{ year }}</span>
    <span class="todo-cta">Proceeds {{ gains.sums[term].proceeds|money }} · Basis {{ gains.sums[term].basis|money }}</span>
  </a>
  {% endfor %}
  <a class="todo" href="{{ url_for('main.report_gains', year=year) }}">
    <span class="todo-num">{{ gains.wash_count }}</span>
    <span class="todo-label">wash sale{{ 's' if gains.wash_count != 1 }} in {{ year }}</span>
    <span class="todo-cta">Form 8949 detail →</span>
  </a>
</section>

<div class="grid-2">
<section class="card">
  <h2>Current holdings (cost basis)</h2>
  {% if res.holdings %}
  <table class="table">
    <thead><tr><th>Symbol</th><th>Account</th><th class="num">Shares</th><th class="num">Cost basis</th><th class="num">Avg cost</th><th>Oldest lot</th></tr></thead>
    <tbody>
    {% for h in res.holdings %}
      <tr>
        <td><a href="{{ url_for('main.investments_page', symbol=h.symbol, year=year) }}"><strong>{{ h.symbol }}</strong></a></td>
        <td class="small">{{ acct_names.get(h.account_id, '') }}</td>
        <td class="num">{{ h.quantity|qty }}</td>
        <td class="num">{{ h.basis_cents|money }}</td>
        <td class="num">{{ ((h.basis_cents / h.quantity)|round|int)|money if h.quantity else '' }}</td>
        <td class="small">{{ h.lots[0].acquired.isoformat()|usdate }}{% if h.lots|length > 1 %} <span class="muted">({{ h.lots|length }} lots)</span>{% endif %}</td>
      </tr>
    {% endfor %}
    </tbody>
  </table>
  <p class="muted small">Compare share counts with your brokerage statement. Missing shares usually mean a buy from before you started — add it below.</p>
  {% else %}
  <p class="muted">No open positions.</p>
  {% endif %}
</section>

<section class="card">
  <h2>Add a trade</h2>
  {% if not brokerages %}
    <p>Add a <a href="{{ url_for('main.accounts_page') }}">brokerage account</a> first.</p>
  {% else %}
  <form method="post" action="{{ url_for('main.trade_add') }}" class="form-grid">
    <label>Account <select name="account_id" required>{% for a in brokerages %}<option value="{{ a.id }}">{{ a.name }}</option>{% endfor %}</select></label>
    <label>Trade date <input type="date" name="trade_date" required value="{{ today }}"></label>
    <label>Action <select name="action"><option value="buy">Buy</option><option value="sell">Sell</option></select></label>
    <label>Symbol <input name="symbol" required placeholder="AAPL" class="upper"></label>
    <label>Shares <input name="quantity" required inputmode="decimal"></label>
    <label>Price per share <input name="price" inputmode="decimal"></label>
    <label>Fees / commission <input name="fees" inputmode="decimal" placeholder="0.00"></label>
    <label>Total {{ help('Buy: total cost including fees. Sell: net proceeds after fees. Leave blank to compute from shares × price ± fees. For shares you already owned, enter the original cost basis here.') }}
      <input name="total" inputmode="decimal" placeholder="auto"></label>
    <label class="span-2">Description <input name="description" placeholder="optional"></label>
    <label class="check span-2"><input type="checkbox" name="cash_effect" value="1" checked>
      Record the cash moving in/out of this account {{ help('Untick for opening positions — shares you bought before you started using Bookkeeper, or shares transferred in from another broker.') }}</label>
    <div class="span-2"><button class="btn btn-primary">Add trade</button></div>
  </form>
  {% endif %}
</section>
</div>

<section class="card">
  <div class="card-head">
    <h2>Trades{% if symbol %} — {{ symbol }} <a class="small" href="{{ url_for('main.investments_page', year=year) }}">(show all)</a>{% endif %}</h2>
    <form method="get" class="inline-form"><input type="hidden" name="year" value="{{ year }}"><input name="symbol" placeholder="Filter symbol" value="{{ symbol }}" class="upper"><button class="btn btn-sm">Filter</button></form>
  </div>
  <table class="table">
    <thead><tr><th>Date</th><th>Account</th><th>Action</th><th>Symbol</th><th class="num">Shares</th><th class="num">Price</th><th class="num">Fees</th><th class="num">Total</th><th></th></tr></thead>
    <tbody>
    {% for t in trades %}
      <tr>
        <td class="nowrap">{{ t.trade_date|usdate }}</td>
        <td class="small">{{ t.account }}</td>
        <td><span class="pill {{ 'pill-buy' if t.action == 'buy' else 'pill-sell' }}">{{ t.action }}</span></td>
        <td><strong>{{ t.symbol }}</strong><div class="muted small">{{ t.description }}</div></td>
        <td class="num">{{ t.quantity|qty }}</td>
        <td class="num">{{ '%.4f'|format(t.price)|replace('.0000', '.00') if t.price else '' }}</td>
        <td class="num">{{ t.fees_cents|money(true) }}</td>
        <td class="num">{{ t.amount_cents|money }}</td>
        <td class="right"><a class="btn btn-sm" href="{{ url_for('main.trade_edit', trade_id=t.id) }}">Edit</a></td>
      </tr>
    {% else %}
      <tr><td colspan="9" class="empty">No trades yet. Import a brokerage download (QFX/OFX or CSV) or add trades above.</td></tr>
    {% endfor %}
    </tbody>
  </table>
</section>
{% endblock %}