Feat: Support Corrections for Assets

[mustermeiszer]

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/Repay called Correction
• 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

[sonam-jo]

@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?

[mustermeiszer]

Good idea and makes sense.