class PagesController < ApplicationController skip_before_action :authenticate_user!, only: %i[early_access] include Periodable def dashboard @balance_sheet = Current.family.balance_sheet @accounts = Current.family.accounts.active.with_attached_logo period_param = params[:cashflow_period] @cashflow_period = if period_param.present? begin Period.from_key(period_param) rescue Period::InvalidKeyError Period.last_30_days end else Period.last_30_days end family_currency = Current.family.currency income_totals = Current.family.income_statement.income_totals(period: @cashflow_period) expense_totals = Current.family.income_statement.expense_totals(period: @cashflow_period) @cashflow_sankey_data = build_cashflow_sankey_data(income_totals, expense_totals, family_currency) @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ] end def changelog @release_notes = github_provider.fetch_latest_release_notes render layout: "settings" end def feedback render layout: "settings" end def early_access redirect_to root_path if self_hosted? @invite_codes_count = InviteCode.count @invite_code = InviteCode.order("RANDOM()").limit(1).first render layout: false end private def github_provider Provider::Registry.get_provider(:github) end def build_cashflow_sankey_data(income_totals, expense_totals, currency_symbol) nodes = [] links = [] node_indices = {} # Memoize node indices by a unique key: "type_categoryid" # Helper to add/find node and return its index add_node = ->(unique_key, display_name, value, percentage, color) { node_indices[unique_key] ||= begin nodes << { name: display_name, value: value.to_f.round(2), percentage: percentage.to_f.round(1), color: color } nodes.size - 1 end } total_income_val = income_totals.total.to_f.round(2) total_expense_val = expense_totals.total.to_f.round(2) # --- Create Central Cash Flow Node --- cash_flow_idx = add_node.call("cash_flow_node", "Cash Flow", total_income_val, 0, "var(--color-success)") # --- Process Income Side --- income_category_values = Hash.new(0.0) income_totals.category_totals.each do |ct| val = ct.total.to_f.round(2) next if val.zero? || !ct.category.parent_id income_category_values[ct.category.parent_id] += val end income_totals.category_totals.each do |ct| val = ct.total.to_f.round(2) percentage_of_total_income = total_income_val.zero? ? 0 : (val / total_income_val * 100).round(1) next if val.zero? node_display_name = ct.category.name node_value_for_label = val + income_category_values[ct.category.id] # This sum is for parent node display node_percentage_for_label = total_income_val.zero? ? 0 : (node_value_for_label / total_income_val * 100).round(1) node_color = ct.category.color.presence || Category::COLORS.sample current_cat_idx = add_node.call("income_#{ct.category.id}", node_display_name, node_value_for_label, node_percentage_for_label, node_color) if ct.category.parent_id parent_cat_idx = node_indices["income_#{ct.category.parent_id}"] parent_cat_idx ||= add_node.call("income_#{ct.category.parent.id}", ct.category.parent.name, income_category_values[ct.category.parent.id], 0, ct.category.parent.color || Category::COLORS.sample) # Parent percentage will be recalc based on its total flow links << { source: current_cat_idx, target: parent_cat_idx, value: val, color: node_color, percentage: percentage_of_total_income } else links << { source: current_cat_idx, target: cash_flow_idx, value: val, color: node_color, percentage: percentage_of_total_income } end end # --- Process Expense Side --- expense_category_values = Hash.new(0.0) expense_totals.category_totals.each do |ct| val = ct.total.to_f.round(2) next if val.zero? || !ct.category.parent_id expense_category_values[ct.category.parent_id] += val end expense_totals.category_totals.each do |ct| val = ct.total.to_f.round(2) percentage_of_total_expense = total_expense_val.zero? ? 0 : (val / total_expense_val * 100).round(1) next if val.zero? node_display_name = ct.category.name node_value_for_label = val + expense_category_values[ct.category.id] node_percentage_for_label = total_expense_val.zero? ? 0 : (node_value_for_label / total_expense_val * 100).round(1) # Percentage relative to total expenses for expense nodes node_color = ct.category.color.presence || Category::UNCATEGORIZED_COLOR current_cat_idx = add_node.call("expense_#{ct.category.id}", node_display_name, node_value_for_label, node_percentage_for_label, node_color) if ct.category.parent_id parent_cat_idx = node_indices["expense_#{ct.category.parent_id}"] parent_cat_idx ||= add_node.call("expense_#{ct.category.parent.id}", ct.category.parent.name, expense_category_values[ct.category.parent.id], 0, ct.category.parent.color || Category::UNCATEGORIZED_COLOR) links << { source: parent_cat_idx, target: current_cat_idx, value: val, color: nodes[parent_cat_idx][:color], percentage: percentage_of_total_expense } else links << { source: cash_flow_idx, target: current_cat_idx, value: val, color: node_color, percentage: percentage_of_total_expense } end end # --- Process Surplus --- leftover = (total_income_val - total_expense_val).round(2) if leftover.positive? percentage_of_total_income_for_surplus = total_income_val.zero? ? 0 : (leftover / total_income_val * 100).round(1) surplus_idx = add_node.call("surplus_node", "Surplus", leftover, percentage_of_total_income_for_surplus, "var(--color-success)") links << { source: cash_flow_idx, target: surplus_idx, value: leftover, color: "var(--color-success)", percentage: percentage_of_total_income_for_surplus } end # Update Cash Flow and Income node percentages (relative to total income) if node_indices["cash_flow_node"] nodes[node_indices["cash_flow_node"]][:percentage] = 100.0 end # No primary income node anymore, percentages are on individual income cats relative to total_income_val { nodes: nodes, links: links, currency_symbol: Money::Currency.new(currency_symbol).symbol } end end