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fix: Improve net worth tables

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This commit is contained in:
Alessio Cappa
2026-01-22 22:32:57 +01:00
parent e672929157
commit 56c4ce911d
2 changed files with 32 additions and 22 deletions
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52
app/views/reports/_net_worth.html.erb
View File

@@ -3,31 +3,31 @@
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<%# Current Net Worth %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.current_net_worth") %></p>
<p class="text-xl font-semibold <%= net_worth_metrics[:current_net_worth] >= 0 ? "text-success" : "text-destructive" %>">
<p class="text-sm text-secondary mb-2"><%= t("reports.net_worth.current_net_worth") %></p>
<p class="text-2xl font-semibold <%= net_worth_metrics[:current_net_worth] >= 0 ? "text-success" : "text-destructive" %>">
<%= net_worth_metrics[:current_net_worth].format %>
</p>
</div>
<%# Period Change %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.period_change") %></p>
<p class="text-sm text-secondary mb-2"><%= t("reports.net_worth.period_change") %></p>
<% if net_worth_metrics[:trend] %>
<% trend = net_worth_metrics[:trend] %>
<p class="text-xl font-semibold" style="color: <%= trend.color %>">
<p class="text-2xl font-semibold mb-1" style="color: <%= trend.color %>">
<%= trend.value.format(signify_positive: true) %>
</p>
<p class="text-xs" style="color: <%= trend.color %>">
<%= trend.value >= 0 ? "+" : "" %><%= trend.percent_formatted %>
</p>
<% else %>
<p class="text-xl font-semibold text-tertiary">--</p>
<p class="text-2xl font-semibold mb-1 text-tertiary">--</p>
<% end %>
</div>
<%# Assets vs Liabilities %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.assets_vs_liabilities") %></p>
<p class="text-sm text-secondary mb-2"><%= t("reports.net_worth.assets_vs_liabilities") %></p>
<div class="flex items-baseline gap-2">
<span class="text-lg font-semibold text-success"><%= net_worth_metrics[:total_assets].format %></span>
<span class="text-xs text-tertiary">-</span>
@@ -39,30 +39,40 @@
<%# Asset/Liability Breakdown %>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<%# Assets Summary %>
<div>
<h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_assets") %></h3>
<div class="space-y-2">
<% net_worth_metrics[:asset_groups].each do |group| %>
<div class="flex items-center justify-between py-2 border-b border-tertiary/50">
<span class="text-sm text-primary"><%= group[:name] %></span>
<span class="text-sm font-medium text-success"><%= group[:total].format %></span>
<div class="bg-container-inset rounded-xl p-1 overflow-x-auto w-full flex flex-col">
<div class="grid grid-cols-2 items-center uppercase text-xs font-medium text-secondary px-4 py-2">
<div class="col-span-1 font-medium text-secondary"><%= t("reports.net_worth.total_assets") %></div>
</div>
<div class="bg-container rounded-lg shadow-border-xs flex-1 flex flex-col">
<% net_worth_metrics[:asset_groups].each_with_index do |group, idx| %>
<div class="grid grid-cols-2 items-center text-secondary text-sm py-3 px-4 lg:px-6">
<div class="col-span-1 font-medium text-secondary"><%= group[:name] %></div>
<div class="col-span-1 font-medium text-secondary justify-self-end text-success"><%= group[:total].format %></div>
</div>
<% if idx < net_worth_metrics[:asset_groups].size - 1 %>
<%= render "shared/ruler", classes: "mx-3 lg:mx-4" %>
<% end %>
<% end %>
<% if net_worth_metrics[:asset_groups].empty? %>
<p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_assets") %></p>
<p class="text-sm text-secondary p-2 text-center"><%= t("reports.net_worth.no_assets") %></p>
<% end %>
</div>
</div>
<%# Liabilities Summary %>
<div>
<h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_liabilities") %></h3>
<div class="space-y-2">
<% net_worth_metrics[:liability_groups].each do |group| %>
<div class="flex items-center justify-between py-2 border-b border-tertiary/50">
<span class="text-sm text-primary"><%= group[:name] %></span>
<span class="text-sm font-medium text-destructive"><%= group[:total].format %></span>
<div class="bg-container-inset rounded-xl p-1 overflow-x-auto w-full flex flex-col">
<div class="grid grid-cols-2 items-center uppercase text-xs font-medium text-secondary px-4 py-2">
<div class="col-span-1 font-medium text-secondary"><%= t("reports.net_worth.total_liabilities") %></div>
</div>
<div class="bg-container rounded-lg shadow-border-xs flex-1 flex flex-col">
<% net_worth_metrics[:liability_groups].each_with_index do |group, idx| %>
<div class="grid grid-cols-2 items-center text-secondary text-sm py-3 px-4 lg:px-6">
<div class="col-span-1 font-medium text-secondary"><%= group[:name] %></div>
<div class="col-span-1 font-medium text-secondary justify-self-end text-destructive"><%= group[:total].format %></div>
</div>
<% if idx < net_worth_metrics[:liability_groups].size - 1 %>
<%= render "shared/ruler", classes: "mx-3 lg:mx-4" %>
<% end %>
<% end %>
<% if net_worth_metrics[:liability_groups].empty? %>
<p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_liabilities") %></p>

2
app/views/reports/_transactions_breakdown.html.erb
View File

@@ -76,7 +76,7 @@
</div>
<%# Summary Stats %>
<div class="mt-4 text-sm text-subdued">
<div class="mt-4 text-xs text-subdued">
<%= t("reports.transactions_breakdown.pagination.showing", count: transactions.sum { |g| g[:count] }) %>
</div>
<% else %>