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Add the ability to "rollup" values in a time series (#554)
* Clean up time series models * Add value group rollup class for summarizing hierarchical data * Integrate new classes * Update UI to use new patterns * Update D3 charts to expect new data format * Clean up account model * More cleanup * Money improvements * Use new money fields * Remove invalid fixture data to avoid orphaned accountables * Update time series to work better with collections * Fix tests and UI bugs
This commit is contained in:
Zach Gollwitzer
GitHub
parent
0a8518506c
commit
f904d9d062
34 changed files with 687 additions and 391 deletions
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@ -1,48 +1,47 @@
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<%# locals: (account_group:) %>
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<% accountable_type, account_details = account_group%>
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<% text_class = accountable_text_class(accountable_type) %>
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<% text_class = accountable_text_class(account_group.name) %>
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<details class="open:bg-gray-25 group">
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<summary class="flex p-4 items-center w-full rounded-lg font-medium hover:bg-gray-50 text-gray-500 text-sm font-medium cursor-pointer">
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<%= lucide_icon("chevron-down", class: "hidden group-open:block w-5 h-5") %>
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<%= lucide_icon("chevron-right", class: "group-open:hidden w-5 h-5") %>
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<div class="ml-4 h-2.5 w-2.5 rounded-full <%= accountable_bg_class(accountable_type) %>"></div>
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<p class="text-gray-900 ml-2"><%= to_accountable_title(Accountable.from_type(accountable_type)) %></p>
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<div class="ml-4 h-2.5 w-2.5 rounded-full <%= accountable_bg_class(account_group.name) %>"></div>
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<p class="text-gray-900 ml-2"><%= to_accountable_title(Accountable.from_type(account_group.name)) %></p>
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<span class="mx-1">·</span>
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<div ><%= account_details[:accounts].size %></div>
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<div ><%= account_group.children.count %></div>
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<div class="ml-auto text-right flex items-center gap-10 text-sm font-medium text-gray-900">
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<div class="flex items-center justify-end gap-2 w-24">
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<%= render partial: "shared/progress_circle", locals: { progress: account_details[:allocation], text_class: text_class } %>
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<p><%= account_details[:allocation] %>%</p>
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<%= render partial: "shared/progress_circle", locals: { progress: account_group.percent_of_total, text_class: text_class } %>
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<p><%= account_group.percent_of_total.round(1) %>%</p>
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</div>
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<div class="w-24">
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<p><%= format_money account_details[:end_balance] %></p>
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<p><%= format_money account_group.sum %></p>
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</div>
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<div class="w-40">
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<%= render partial: "shared/trend_change", locals: { trend: account_details[:trend] } %>
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<%= render partial: "shared/trend_change", locals: { trend: account_group.series.trend } %>
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</div>
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</div>
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</summary>
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<div class="px-4 py-3 space-y-4">
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<% account_details[:accounts].map do |account| %>
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<% account_group.children.map do |account| %>
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<div class="flex items-center justify-between text-sm font-medium text-gray-900">
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<div class="flex items-center gap-4">
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<div class="flex items-center justify-center w-8 h-8 rounded-full <%= text_class %> <%= accountable_bg_transparent_class(accountable_type) %>">
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<%= account[:name][0].upcase %>
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<div class="flex items-center justify-center w-8 h-8 rounded-full <%= text_class %> <%= accountable_bg_transparent_class(account_group.name) %>">
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<%= account.name[0].upcase %>
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</div>
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<div>
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<p><%= account[:name] %></p>
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<p><%= account.name %></p>
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</div>
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</div>
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<div class="flex gap-10 items-center text-right">
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<div class="flex items-center justify-end gap-2 w-24">
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<%= render partial: "shared/progress_circle", locals: { progress: account[:allocation], text_class: text_class } %>
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<p><%= account[:allocation] %>%</p>
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<%= render partial: "shared/progress_circle", locals: { progress: account.percent_of_total, text_class: text_class } %>
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<p><%= account.percent_of_total %>%</p>
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</div>
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<div class="w-24">
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<p><%= format_money account[:end_balance] %></p>
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<p><%= format_money account.sum %></p>
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</div>
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<div class="w-40">
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<%= render partial: "shared/trend_change", locals: { trend: account[:trend] } %>
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<%= render partial: "shared/trend_change", locals: { trend: account.series.trend } %>
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</div>
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</div>
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</div>
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@ -1,16 +1,16 @@
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<%# locals: (account_groups:) %>
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<div class="space-y-4">
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<div class="flex gap-1">
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<% account_groups.each do |type, value| %>
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<div class="h-1.5 rounded-sm w-12 <%= accountable_bg_class(type) %>" style="width: <%= value[:allocation] %>%;"></div>
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<% account_groups.each do |group| %>
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<div class="h-1.5 rounded-sm w-12 <%= accountable_bg_class(group.name) %>" style="width: <%= group.percent_of_total %>%;"></div>
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<% end %>
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</div>
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<div class="flex gap-4">
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<% account_groups.each do |type, value| %>
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<% account_groups.each do |group| %>
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<div class="flex items-center gap-2 text-sm">
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<div class="h-2.5 w-2.5 rounded-full <%= accountable_bg_class(type) %>"></div>
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<p class="text-gray-500"><%= to_accountable_title(Accountable.from_type(type)) %></p>
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<p class="text-black"><%= value[:allocation] %>%</p>
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<div class="h-2.5 w-2.5 rounded-full <%= accountable_bg_class(group.name) %>"></div>
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<p class="text-gray-500"><%= to_accountable_title(Accountable.from_type(group.name)) %></p>
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<p class="text-black"><%= group.percent_of_total.round(1) %>%</p>
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</div>
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<% end %>
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</div>
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@ -34,7 +34,7 @@
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data-controller="trendline"
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id="assetsTrendline"
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class="h-full w-2/5"
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data-trendline-series-value="<%= @asset_series.serialize_for_d3_chart %>"
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data-trendline-series-value="<%= @asset_series.to_json %>"
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data-trendline-classification-value="asset"
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></div>
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</div>
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@ -52,7 +52,7 @@
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data-controller="trendline"
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id="liabilitiesTrendline"
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class="h-full w-2/5"
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data-trendline-series-value="<%= @liability_series.serialize_for_d3_chart %>"
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data-trendline-series-value="<%= @liability_series.to_json %>"
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data-trendline-classification-value="liability"
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></div>
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</div>
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@ -75,12 +75,12 @@
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</div>
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<div>
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<div data-tabs-target="tab" id="asset-summary-tab" class="space-y-6">
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<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:asset][:groups] } %>
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<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:asset][:groups] } %>
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<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:assets].children } %>
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<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:assets].children } %>
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</div>
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<div data-tabs-target="tab" id="liability-summary-tab" class="space-y-6 hidden">
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<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:liability][:groups] } %>
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<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:liability][:groups] } %>
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<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:liabilities].children } %>
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<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:liabilities].children } %>
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</div>
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</div>
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</div>
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