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Code Issues Releases Activity Actions

Add the ability to "rollup" values in a time series (#554)

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* 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 2024-03-19 09:10:40 -04:00 • committed by GitHub
parent 0a8518506c
commit f904d9d062
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34 changed files with 687 additions and 391 deletions
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12
app/views/pages/dashboard.html.erb
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@ -34,7 +34,7 @@
data-controller="trendline"
id="assetsTrendline"
class="h-full w-2/5"
data-trendline-series-value="<%= @asset_series.serialize_for_d3_chart %>"
data-trendline-series-value="<%= @asset_series.to_json %>"
data-trendline-classification-value="asset"
></div>
</div>
@ -52,7 +52,7 @@
data-controller="trendline"
id="liabilitiesTrendline"
class="h-full w-2/5"
data-trendline-series-value="<%= @liability_series.serialize_for_d3_chart %>"
data-trendline-series-value="<%= @liability_series.to_json %>"
data-trendline-classification-value="liability"
></div>
</div>
@ -75,12 +75,12 @@
</div>
<div>
<div data-tabs-target="tab" id="asset-summary-tab" class="space-y-6">
<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:asset][:groups] } %>
<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:asset][:groups] } %>
<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:assets].children } %>
<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:assets].children } %>
</div>
<div data-tabs-target="tab" id="liability-summary-tab" class="space-y-6 hidden">
<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:liability][:groups] } %>
<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:liability][:groups] } %>
<%= render partial: "account_percentages_bar", locals: { account_groups: @account_groups[:liabilities].children } %>
<%= render partial: "account_percentages_table", locals: { account_groups: @account_groups[:liabilities].children } %>
</div>
</div>
</div>