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Code Issues Releases Activity Actions

Dashboard View and Calculations (#521)

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* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
This commit is contained in:
Zach Gollwitzer 2024-03-06 09:56:59 -05:00 • committed by GitHub
parent 680a91d807
commit 6f0e410684
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37 changed files with 594 additions and 74 deletions
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4
app/views/accounts/_account_history.html.erb
View file

@ -1,4 +1,4 @@
<%# locals: (account:, valuation_series:) %>
<%# locals: (account:, valuations:) %>
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
<div class="flex justify-between items-center">
<h3 class="font-medium text-lg">History</h3>
@ -21,7 +21,7 @@
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
<%= turbo_frame_tag dom_id(Valuation.new) %>
<%= turbo_frame_tag "valuations_list" do %>
<%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series, classification: account.classification } %>
<%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuations } %>
<% end %>
</div>
</div>

4
app/views/accounts/_account_valuation_list.html.erb
View file

@ -1,7 +1,7 @@
<%# locals: (valuation_series:, classification:) %>
<%# locals: (valuation_series:) %>
<% 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]) %>
<% valuation_styles = trend_styles(trend) %>
<%= turbo_frame_tag dom_id(valuation) do %>
<div class="p-4 flex items-center">
<div class="w-16">

14
app/views/accounts/show.html.erb
View file

@ -34,18 +34,10 @@
}
%>
</div>
<%= form_with url: account_path(@account), method: :get, class: "flex items-center gap-4", html: { class: "" } do |f| %>
<%= f.select :period, options_for_select([['7D', 'last_7_days'], ['1M', 'last_30_days'], ["1Y", "last_365_days"], ['All', 'all']], selected: params[:period]), {}, { class: "block w-full border border-alpha-black-100 shadow-xs rounded-lg text-sm py-2 pr-8 pl-2 cursor-pointer", onchange: "this.form.submit();" } %>
<% end %>
<%= render partial: "shared/period_dropdown", locals: { period: @period, path: account_path(@account) } %>
</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.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>
</div>
<% end %>
<%= render partial: "shared/line_chart", locals: { series: @balance_series } %>
</div>
</div>
<div data-controller="tabs" data-tabs-active-class="bg-gray-100" data-tabs-default-tab-value="account-history-tab">
@ -55,7 +47,7 @@
</div>
<div class="min-h-[800px]">
<div data-tabs-target="tab" id="account-history-tab">
<%= render partial: "accounts/account_history", locals: { account: @account, valuation_series: @valuation_series } %>
<%= render partial: "accounts/account_history", locals: { account: @account, valuations: @valuation_series } %>
</div>
<div data-tabs-target="tab" id="account-transactions-tab" class="hidden">
<%= render partial: "accounts/transactions", locals: { transactions: @account.transactions.order(date: :desc) } %>