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Code Issues Releases Activity Actions

Dashboard View and Calculations (#521)

Browse source 
* 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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10
app/views/shared/_balance_heading.html.erb
View file

@ -15,11 +15,9 @@
<% elsif trend.direction == "flat" %>
<p class="text-sm text-gray-500">No change vs. prior period</p>
<% else %>
<% styles = trend_styles(trend) %>
<p class="text-sm <%= styles[:text_class] %>">
<span><%= styles[:symbol] %><%= format_currency(trend.amount.abs, precision: balance.precision) %></span>
<span>(<%= lucide_icon(styles[:icon], class: "w-4 h-4 align-text-bottom inline") %><%= trend.percent %>%)</span>
<span class="text-gray-500"><%= period_label(period) %></span>
</p>
<div class="flex items-center gap-2">
<%= render partial: "shared/trend_change", locals: { trend: trend } %>
<span class="text-sm text-gray-500"><%= period_label(period) %></span>
</div>
<% end %>
</div>

8
app/views/shared/_line_chart.html.erb Normal file
View file

@ -0,0 +1,8 @@
<%# locals: (series:) %>
<% if series %>
<div data-controller="line-chart" id="lineChart" class="w-full h-full" data-line-chart-series-value="<%= 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 %>

10
app/views/shared/_progress_circle.html.erb Normal file
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@ -0,0 +1,10 @@
<%# locals: (progress:, radius: 7, stroke: 2, text_class: "text-green-500") %>
<% circumference = Math::PI * 2 * radius %>
<% progress_percent = progress.clamp(0, 100) %>
<% stroke_dashoffset = ((100 - progress_percent) * circumference) / 100 %>
<svg width="<%= radius * 2 + stroke %>" height="<%= radius * 2 + stroke %>">
<!-- Background Circle -->
<circle class="fill-transparent stroke-current text-gray-300" r="<%= radius %>" cx="<%= radius + stroke / 2 %>" cy="<%= radius + stroke / 2 %>" stroke-width="<%= stroke %>" />
<!-- Foreground Circle -->
<circle class="fill-transparent stroke-current <%= text_class %>" r="<%= radius %>" cx="<%= radius + stroke / 2 %>" cy="<%= radius + stroke / 2 %>" stroke-width="<%= stroke %>" stroke-dasharray="<%= circumference %>" stroke-dashoffset="<%= stroke_dashoffset %>" transform="rotate(-90, <%= radius + stroke / 2 %>, <%= radius + stroke / 2 %>)" />
</svg>

10
app/views/shared/_trend_change.html.erb Normal file
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@ -0,0 +1,10 @@
<%# locals: (trend:) %>
<% styles = trend_styles(trend) %>
<p class="text-sm <%= styles[:text_class] %>">
<% if trend.direction == "flat" %>
<span>No change</span>
<% else %>
<span><%= styles[:symbol] %><%= format_currency(trend.amount.abs) %></span>
<span>(<%= lucide_icon(styles[:icon], class: "w-4 h-4 align-text-bottom inline") %><%= trend.percent %>%)</span>
<% end %>
</p>