centrifuge
Feat: Support Corrections for Assets
Previously, corrections were only supported for cash-assets as a means of handling bookkeeping errors.
A similar action should now be supported for the other assets two.
UI
- Add a CTA besides
Purchase/Finance,Sell/RepaycalledCorrection - CTA is always visible
Content for Externally Priced Assets
CTA click → slice out like for the other CTAs with the following content all structured top to bottom as written down here
- Quantity and Price field with already default input to current quantity and last-used settlement price
- Reason field
Add a field with a input for reason - like the category, but labeled as Reason and with a Flexible text based input. Maximal 40 characters
- Fee section
- Summary Section Summary section that shows old holdings, followed below by new holdings and the difference between the two. Show if positive or negative
- Adjust Button with "Adjust" as its content
Content for Internally Priced Assets
CTA click → slice out like for the other CTAs with the following content all structured top to bottom as written down here
- Principal field with already default input to current principal
- Reason field
Add a field with a input for reason - like the category, but labeled as Reason and with a Flexible text based input. Maximal 40 characters
- Fee section
- Summary Section Summary section that shows old holdings, followed below by new holdings and the difference between the two. Show if positive or negative
- Adjust Button with "Adjust" as its content
Action
NOTE: Of course wrap in a batch and the respective remark.
- IF updated holdings are GREATER than current holdings do a
loans.increaseDebt(DIFF_BETWEEN_HOLDINGS)+ fee transactions - IF updated holdings are SMALLER than current holdings do a
loans.decreaseDebt(DIFF_BETWEEN_HOLDINGS)+ fee transactions
@mustermeiszer Should this CTA only be visible if an initial action on the asset (purchase/finance) has been done before? So similar to Sell, we shouldn't show Corrections until the Asset has been bought?
