add transaction history section to invest dashboard

invest/template_views.py

@@ -4,7 +4,7 @@ import logging
 from django.shortcuts import render, get_object_or_404
 from django.utils import timezone
 
-from .models import Portfolio
+from .models import Portfolio, Transaction
 from .services import get_portfolio_value, get_weekly_overview, get_all_holdings, get_performance_chart_data
 
 logger = logging.getLogger(__name__)
@@ -29,11 +29,18 @@ def dashboard(request):
         group['change_pct'] = row.get('change_pct')
         group['position_count'] = row.get('position_count', len(group['holdings']))
 
+    recent_transactions = (
+        Transaction.objects
+        .select_related('portfolio')
+        .order_by('-date', '-created_at')[:100]
+    )
+
     return render(request, 'invest/dashboard.html', {
         'overview': overview,
         'fy_label': fy_label,
         'all_holdings': all_holdings,
         'chart_data_json': get_performance_chart_data() or 'null',
+        'recent_transactions': recent_transactions,
     })
 
 

invest/templates/invest/dashboard.html

@@ -153,6 +153,43 @@
 </div>
 {% endif %}
 
+<!-- ── Transaction history ──────────────────────────────────── -->
+{% if recent_transactions %}
+<div class="mt-8">
+    <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-3">Transaction History</p>
+    <div class="bg-white rounded-lg shadow-sm overflow-hidden">
+        <table class="w-full text-sm">
+            <thead>
+                <tr class="text-xs font-semibold tracking-widest text-stone-400 uppercase border-b border-stone-100">
+                    <th class="px-6 py-3 text-left">Date</th>
+                    <th class="px-6 py-3 text-left">Portfolio</th>
+                    <th class="px-6 py-3 text-left">Action</th>
+                    <th class="px-6 py-3 text-left">Ticker</th>
+                    <th class="px-6 py-3 text-right">Qty</th>
+                </tr>
+            </thead>
+            <tbody>
+                {% for tx in recent_transactions %}
+                <tr class="border-b border-stone-50 hover:bg-stone-50">
+                    <td class="px-6 py-3 text-stone-500 whitespace-nowrap">{{ tx.date|date:"j M Y" }}</td>
+                    <td class="px-6 py-3 text-stone-500">{{ tx.portfolio.name }}</td>
+                    <td class="px-6 py-3">
+                        {% if tx.action == 'BUY' %}
+                        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-semibold bg-green-100 text-green-800">BUY</span>
+                        {% else %}
+                        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-semibold bg-red-100 text-red-700">SELL</span>
+                        {% endif %}
+                    </td>
+                    <td class="px-6 py-3 font-medium text-stone-900">{{ tx.stock_code }}</td>
+                    <td class="px-6 py-3 text-right text-stone-500">{{ tx.quantity|floatformat:0 }}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+</div>
+{% endif %}
+
 {% endblock %}
 
 {% block extra_js %}