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