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Code Issues Releases Activity Actions 1

Add income and spending insight cards to dashboard (#668)

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* Generate time series for rolling 30 day sum of income and spending

* Highlight accounts with most income and spending in the last 30 days

* Aggregate chips after 3 top accounts in insight card

* Refactor aggregation filter

I think this is easier to read and understand whats happening at a
glance

* Refactor and tidy

* Use family currency for insight cards

* Further reduce risk of sql injection

* Fix lint

* Refactor rolling total queries

* Add test for transaction snapshot
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Josh Brown 2024-04-24 13:34:50 +01:00 • committed by GitHub
parent 1f6e83ee91
commit 461fa672ff
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8 changed files with 207 additions and 64 deletions
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11
app/controllers/pages_controller.rb
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@ -6,6 +6,15 @@ class PagesController < ApplicationController
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@liability_series = snapshot[:liability_series]
snapshot_transactions = Current.family.snapshot_transactions
@income_series = snapshot_transactions[:income_series]
@spending_series = snapshot_transactions[:spending_series]
snapshot_account_transactions = Current.family.snapshot_account_transactions
@top_spenders = snapshot_account_transactions[:top_spenders]
@top_earners = snapshot_account_transactions[:top_earners]
@account_groups = Current.family.accounts.by_group(period: @period, currency: Current.family.currency)
@transactions = Current.family.transactions.limit(5).order(date: :desc)
@ -13,8 +22,6 @@ class PagesController < ApplicationController
placeholder_series_data = 10.times.map do |i|
{ date: Date.current - i.days, value: Money.new(0) }
end
@income_series = TimeSeries.new(placeholder_series_data)
@spending_series = TimeSeries.new(placeholder_series_data)
@savings_rate_series = TimeSeries.new(10.times.map { |i| { date: Date.current - i.days, value: 0 } })
@investing_series = TimeSeries.new(placeholder_series_data)
end