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Maybe/app/controllers/pages_controller.rb
Josh Pigford 868d4ede6e
Sankey Diagram (#2269)
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.

* Fix Rubocop offenses

* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
2025-05-20 13:31:05 -05:00

145 lines
6.5 KiB
Ruby

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