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Code Issues Releases Activity Actions

Add Money and Money Series (#505)

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* Add Money class

* Standardize creation of money series

* Formatting

* Fix test
This commit is contained in:
Zach Gollwitzer 2024-03-01 17:17:34 -05:00 • committed by GitHub
parent 89ea12e9a1
commit 0fe9b6d34a
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16 changed files with 228 additions and 161 deletions
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6
app/views/accounts/_account_valuation_list.html.erb
View file

@ -1,6 +1,6 @@
<%# locals: (valuation_series:, classification:) %>
<% valuation_series.with_index do |valuation_item, index| %>
<% valuation, trend = valuation_item.values_at(:value, :trend) %>
<% valuation_series.data.reverse_each.with_index do |valuation_item, index| %>
<% valuation, trend = valuation_item.values_at(:raw, :trend) %>
<% valuation_styles = trend_styles(valuation_item[:trend], mode: classification) %>
<%= turbo_frame_tag dom_id(valuation) do %>
<div class="p-4 flex items-center">
@ -41,7 +41,7 @@
</div>
</div>
</div>
<% unless index == valuation_series.size - 1 %>
<% unless index == valuation_series.data.size - 1 %>
<div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
<% end %>
<% end %>

22
app/views/accounts/show.html.erb
View file

@ -1,5 +1,6 @@
<%= turbo_stream_from @account %>
<% balance_trend_styles = @balance_series.nil? ? {} : trend_styles(@balance_series[:trend], mode: @account.classification) %>
<% balance_trend_styles = trend_styles(@balance_series.trend, mode: @account.classification) %>
<% balance = Money.from_amount(@account.balance, @account.currency) %>
<div class="space-y-4">
<div class="flex justify-between items-center">
<div class="flex items-center gap-3">
@ -11,7 +12,7 @@
<div class="flex items-center gap-3">
<div class="relative cursor-not-allowed">
<div class="flex items-center gap-2 px-3 py-2">
<span class="text-gray-900"><%= @account.currency %> <%= @account.currency.unit %></span>
<span class="text-gray-900"><%= balance.currency %> <%= balance.symbol %></span>
<%= lucide_icon("chevron-down", class: "w-5 h-5 text-gray-500") %>
</div>
</div>
@ -27,22 +28,21 @@
<div class="p-4 flex justify-between">
<div class="space-y-2">
<p class="text-sm text-gray-500">Total Value</p>
<%# TODO: Will need a better way to split a formatted monetary value into these 3 parts %>
<p class="text-gray-900">
<span class="text-gray-500"><%= @account.currency.unit %></span>
<span class="text-xl font-medium"><%= format_currency(@account.balance, precision: 0, unit: '') %></span>
<%- if @account.currency.precision.positive? -%>
<span class="text-gray-500"><%= @account.currency.separator %><%= @account.balance.cents(precision: @account.currency.precision) %></span>
<span class="text-gray-500"><%= balance.symbol %></span>
<span class="text-xl font-medium"><%= format_currency(balance.amount, precision: 0, unit: '') %></span>
<%- if balance.precision.positive? -%>
<span class="text-gray-500"><%= balance.separator %><%= balance.cents %></span>
<% end %>
</p>
<% if @balance_series.nil? %>
<p class="text-sm text-gray-500">Data not available for the selected period</p>
<% elsif @balance_series[:trend].amount == 0 %>
<% elsif @balance_series.trend.amount == 0 %>
<p class="text-sm text-gray-500">No change vs. prior period</p>
<% else %>
<p class="text-sm <%= balance_trend_styles[:text_class] %>">
<span><%= balance_trend_styles[:symbol] %><%= number_to_currency(@balance_series[:trend].amount.abs, precision: 2) %></span>
<span>(<%= lucide_icon(@balance_series[:trend].amount > 0 ? 'arrow-up' : 'arrow-down', class: "w-4 h-4 align-text-bottom inline") %> <%= @balance_series[:trend].percent %>%)</span>
<span><%= balance_trend_styles[:symbol] %><%= number_to_currency(@balance_series.trend.amount.abs, precision: 2) %></span>
<span>(<%= lucide_icon(@balance_series.trend.amount > 0 ? 'arrow-up' : 'arrow-down', class: "w-4 h-4 align-text-bottom inline") %> <%= @balance_series.trend.percent %>%)</span>
<span class="text-gray-500"><%= trend_label(@period) %></span>
</p>
<% end %>
@ -53,7 +53,7 @@
</div>
<div class="h-96 flex items-center justify-center text-2xl font-bold">
<% if @balance_series %>
<div data-controller="line-chart" id="lineChart" class="w-full h-full" data-line-chart-series-value="<%= @balance_series[:series_data].to_json %>"></div>
<div data-controller="line-chart" id="lineChart" class="w-full h-full" data-line-chart-series-value="<%= @balance_series.serialize_for_d3_chart %>"></div>
<% else %>
<div class="w-full h-full flex items-center justify-center">
<p class="text-gray-500">No data available for the selected period.</p>