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feat(savings_goals): replace hero card with KPI strip + differentiate empty states
P1: drop the sparkline + the single mixed hero. Hero became 3 separate KPI cards (Contributed last 30d, Needs this month, Goals on track), matching the Transactions page pattern. Each KPI answers a question the user opens the page asking — saving rate, this-month action, overall health. P3: empty state copy + CTA now reflect the reason it is empty. Search returns 0 → "No goals match X" + Clear search. Chip set to non-all → "No goals match this filter" + Show all. Both → both reasons + both buttons. Drop: total_savings_balance, savings_balance_series, savings_balance_30d_delta on Family (no other consumers). Add: Family#contribution_velocity(range:).
This commit is contained in:
Guillem Arias
@@ -15,7 +15,7 @@ class SavingsGoalsController < ApplicationController
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@linkable_account_count = Current.family.accounts.where(accountable_type: "Depository").visible.count
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@savings_accounts = Current.family.savings_subtype_accounts
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@account_goal_counts = goal_count_per_account(@savings_accounts)
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@hero = hero_payload(all_goals)
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@kpi = kpi_payload(@active_goals)
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@show_search = @active_goals.size > 6
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end
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@@ -155,21 +155,41 @@ class SavingsGoalsController < ApplicationController
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end
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end
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def hero_payload(all_goals)
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def kpi_payload(active_goals)
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family = Current.family
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currency = family.primary_currency_code
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total_savings = family.total_savings_balance
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saved_toward_goals = all_goals.sum { |g| g.current_balance.to_d }
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delta = family.savings_balance_30d_delta
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today = Date.current
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velocity_30d = family.contribution_velocity(range: (today - 30)..today)
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velocity_prior_30d = family.contribution_velocity(range: (today - 60)..(today - 31))
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delta_amount = velocity_30d - velocity_prior_30d
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delta_percent = velocity_prior_30d.zero? ? nil : ((delta_amount / velocity_prior_30d) * 100).round(1)
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velocity_direction = if delta_amount.positive? then :up
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elsif delta_amount.negative? then :down
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else :flat
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end
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behind = active_goals.select { |g| g.status == :behind }
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on_track = active_goals.select { |g| g.status == :on_track }
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no_date = active_goals.select { |g| g.status == :no_target_date }
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paused = active_goals.select(&:paused?)
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needs = behind.sum { |g| g.monthly_target_amount.to_d }
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{
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currency: currency,
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total_savings_money: Money.new(total_savings, currency),
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saved_toward_goals_money: Money.new(saved_toward_goals, currency),
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accounts_count: family.savings_subtype_accounts.size,
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active_goals_count: @counts["active"].to_i,
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delta: delta,
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delta_amount_money: Money.new(delta[:amount].abs, currency),
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sparkline_series: family.savings_balance_series(days: 30)
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velocity_30d: velocity_30d,
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velocity_30d_money: Money.new(velocity_30d.abs, currency),
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velocity_prior_30d_money: Money.new(velocity_prior_30d, currency),
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velocity_30d_sign: velocity_direction == :down ? "−" : (velocity_direction == :up ? "+" : ""),
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velocity_delta_amount_money: Money.new(delta_amount.abs, currency),
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velocity_delta_percent: delta_percent,
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velocity_direction: velocity_direction,
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needs_this_month_money: Money.new(needs, currency),
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behind_count: behind.size,
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on_track_count: on_track.size,
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no_date_count: no_date.size,
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paused_count: paused.size,
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active_total: active_goals.size
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}
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end
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@@ -5,8 +5,24 @@ import { Controller } from "@hotwired/stimulus";
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// and data-goal-status; the controller toggles `.hidden` on cards
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// based on the active query/chip.
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export default class extends Controller {
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static targets = ["input", "chip", "card", "empty", "grid", "count"];
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static values = { status: { type: String, default: "all" } };
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static targets = [
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"input",
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"chip",
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"card",
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"empty",
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"emptyCopy",
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"emptyClearSearch",
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"emptyClearFilter",
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"grid",
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"count",
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];
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static values = {
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status: { type: String, default: "all" },
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emptyQuery: { type: String, default: "" },
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emptyFilter: { type: String, default: "" },
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emptyBoth: { type: String, default: "" },
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emptyDefault: { type: String, default: "" },
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};
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connect() {
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this.syncChipState();
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@@ -38,6 +54,46 @@ export default class extends Controller {
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if (this.hasCountTarget) {
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this.countTarget.textContent = visible;
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}
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this.updateEmptyState(visible, query, active);
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}
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updateEmptyState(visible, query, active) {
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if (visible > 0 || !this.hasEmptyCopyTarget) return;
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const rawQuery = this.hasInputTarget ? this.inputTarget.value.trim() : "";
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const hasQuery = rawQuery.length > 0;
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const hasFilter = active !== "all";
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let copy;
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if (hasQuery && hasFilter) {
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copy = this.emptyBothValue.replace("__QUERY__", rawQuery);
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} else if (hasQuery) {
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copy = this.emptyQueryValue.replace("__QUERY__", rawQuery);
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} else if (hasFilter) {
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copy = this.emptyFilterValue;
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} else {
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copy = this.emptyDefaultValue;
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}
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this.emptyCopyTarget.textContent = copy;
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if (this.hasEmptyClearSearchTarget) {
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this.emptyClearSearchTarget.classList.toggle("hidden", !hasQuery);
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}
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if (this.hasEmptyClearFilterTarget) {
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this.emptyClearFilterTarget.classList.toggle("hidden", !hasFilter);
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}
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}
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clearSearch() {
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if (this.hasInputTarget) {
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this.inputTarget.value = "";
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this.inputTarget.focus();
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}
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this.filter();
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}
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clearFilter() {
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this.statusValue = "all";
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this.syncChipState();
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this.filter();
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}
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selectChip(event) {
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@@ -1,110 +0,0 @@
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import { Controller } from "@hotwired/stimulus";
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import * as d3 from "d3";
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// Sparkline area chart for the savings hero card. Tiny, axis-less,
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// labelless — just the green line + soft area fill + end dot.
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// Data: [{ date: "YYYY-MM-DD", value: Number }, ...]
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export default class extends Controller {
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static values = { series: Array };
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connect() {
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this._draw();
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this._resize = this._draw.bind(this);
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window.addEventListener("resize", this._resize);
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}
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disconnect() {
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window.removeEventListener("resize", this._resize);
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}
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_draw() {
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const root = this.element;
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root.innerHTML = "";
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const series = (this.seriesValue || []).map((p) => ({
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date: new Date(p.date),
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value: Number(p.value || 0),
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}));
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if (series.length < 2) return;
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const width = root.clientWidth || 600;
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const height = root.clientHeight || 140;
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if (width <= 0 || height <= 0) return;
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const margin = { top: 8, right: 12, bottom: 4, left: 8 };
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const innerWidth = width - margin.left - margin.right;
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const innerHeight = height - margin.top - margin.bottom;
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const x = d3
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.scaleTime()
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.domain(d3.extent(series, (d) => d.date))
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.range([margin.left, margin.left + innerWidth]);
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const yMin = Math.min(...series.map((d) => d.value));
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const yMax = Math.max(...series.map((d) => d.value));
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// Don't clamp to 0 — savings totals can be negative under certain
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// demo / edge conditions, and clamping pushes the line off-canvas.
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const range = yMax - yMin;
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const padding = range > 0 ? range * 0.15 : Math.abs(yMax) * 0.05 || 1;
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const y = d3
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.scaleLinear()
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.domain([yMin - padding, yMax + padding])
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.range([margin.top + innerHeight, margin.top]);
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const svg = d3
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.select(root)
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.append("svg")
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.attr("width", width)
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.attr("height", height)
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.attr("viewBox", `0 0 ${width} ${height}`)
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.attr("preserveAspectRatio", "none");
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const gradId = `sparkline-fill-${Math.random().toString(36).slice(2, 8)}`;
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const defs = svg.append("defs");
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const grad = defs
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.append("linearGradient")
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.attr("id", gradId)
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.attr("x1", 0).attr("y1", 0).attr("x2", 0).attr("y2", 1);
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grad.append("stop").attr("offset", "0%").attr("stop-color", "var(--color-green-500)").attr("stop-opacity", 0.18);
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grad.append("stop").attr("offset", "100%").attr("stop-color", "var(--color-green-500)").attr("stop-opacity", 0);
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const area = d3
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.area()
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.x((d) => x(d.date))
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.y0(margin.top + innerHeight)
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.y1((d) => y(d.value))
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.curve(d3.curveMonotoneX);
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const line = d3
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.line()
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.x((d) => x(d.date))
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.y((d) => y(d.value))
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.curve(d3.curveMonotoneX);
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svg
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.append("path")
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.datum(series)
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.attr("fill", `url(#${gradId})`)
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.attr("d", area);
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svg
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.append("path")
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.datum(series)
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.attr("fill", "none")
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.attr("stroke", "var(--color-green-600)")
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.attr("stroke-width", 2)
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.attr("stroke-linejoin", "round")
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.attr("stroke-linecap", "round")
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.attr("d", line);
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const last = series[series.length - 1];
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svg
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.append("circle")
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.attr("cx", x(last.date))
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.attr("cy", y(last.value))
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.attr("r", 4)
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.attr("fill", "var(--color-green-600)")
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.attr("stroke", "var(--bg-container)")
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.attr("stroke-width", 2);
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}
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}
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@@ -54,51 +54,11 @@ class Family < ApplicationRecord
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end
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end
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# Sum of current balances across savings_subtype_accounts, in the
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# family's primary currency. Multi-currency accounts are summed
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# naively (FX out of scope for the v1 hero card).
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def total_savings_balance
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savings_subtype_accounts.sum { |a| a.balance.to_d }
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end
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# Returns [{ date: "YYYY-MM-DD", value: Float }, ...] running daily
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# totals over the trailing `days` window across savings_subtype_accounts.
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# Uses each account's recorded balances; falls back to the current
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# balance for any day that has no recorded snapshot.
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def savings_balance_series(days: 30)
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accs = savings_subtype_accounts
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return [] if accs.empty?
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start_date = days.days.ago.to_date
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end_date = Date.current
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balances_by_account = Balance
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.where(account_id: accs.map(&:id), date: start_date..end_date)
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.order(:date)
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.group_by(&:account_id)
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(start_date..end_date).map do |date|
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total = accs.sum do |account|
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snapshots = balances_by_account[account.id] || []
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snapshot = snapshots.reverse.find { |b| b.date <= date }
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(snapshot&.balance || account.balance).to_d
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end
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{ date: date.to_s, value: total.to_f }
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end
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end
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# 30-day delta on total savings balance, with arrow + percent helpers
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# for the hero card. { amount:, percent:, direction: } where direction
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# is :up / :down / :flat.
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def savings_balance_30d_delta
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series = savings_balance_series(days: 30)
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return { amount: 0, percent: 0, direction: :flat } if series.size < 2
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first = series.first[:value].to_d
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last = series.last[:value].to_d
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diff = last - first
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pct = first.zero? ? 0 : ((diff / first) * 100).round(1)
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dir = diff.positive? ? :up : (diff.negative? ? :down : :flat)
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{ amount: diff, percent: pct.to_f, direction: dir }
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# Sum of contribution amounts within the given date range, returned as
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# a BigDecimal in the family's primary currency. Powers the savings
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# goals "Contributed · last 30d" KPI.
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def contribution_velocity(range:)
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savings_contributions.where(contributed_at: range).sum(:amount).to_d
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end
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has_many :llm_usages, dependent: :destroy
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@@ -7,39 +7,64 @@
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<% if @counts["all"].zero? && @savings_accounts.empty? %>
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<%= render "empty_state", linkable_account_count: @linkable_account_count %>
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<% else %>
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<%# Hero card %>
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<section class="bg-container rounded-xl shadow-border-xs p-7 grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_minmax(0,1.6fr)] gap-6 items-stretch min-h-[220px]">
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<div class="flex flex-col">
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<p class="text-xs text-secondary"><%= t(".hero.total_in_savings") %></p>
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<p class="text-4xl font-medium text-primary tabular-nums mt-1 privacy-sensitive"><%= @hero[:total_savings_money].format %></p>
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<% delta = @hero[:delta] %>
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<% if delta[:direction] != :flat %>
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<p class="text-xs <%= delta[:direction] == :up ? "text-success" : "text-destructive" %> mt-1 tabular-nums">
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<%= t("savings_goals.index.hero.delta_#{delta[:direction]}", amount: @hero[:delta_amount_money].format, percent: delta[:percent].abs) %>
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<%# KPI strip %>
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<section class="grid grid-cols-1 md:grid-cols-3 gap-3">
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<%# Velocity %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.velocity_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2 privacy-sensitive">
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<%= @kpi[:velocity_30d_sign] %><%= @kpi[:velocity_30d_money].format %>
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</p>
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<% if @kpi[:velocity_direction] == :flat %>
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<p class="text-xs text-secondary mt-1 tabular-nums">
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<% if @kpi[:velocity_prior_30d_money].zero? && @kpi[:velocity_30d_money].zero? %>
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<%= t(".kpi.velocity_delta_zero_base") %>
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<% else %>
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<%= t(".kpi.velocity_delta_flat") %>
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<% end %>
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</p>
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<% elsif @kpi[:velocity_delta_percent].nil? %>
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<p class="text-xs text-success mt-1 tabular-nums"><%= t(".kpi.velocity_delta_zero_base") %></p>
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<% else %>
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<p class="text-xs <%= @kpi[:velocity_direction] == :up ? "text-success" : "text-destructive" %> mt-1 tabular-nums">
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<%= t(".kpi.velocity_delta_#{@kpi[:velocity_direction]}", percent: @kpi[:velocity_delta_percent].abs) %>
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</p>
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<% end %>
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<div class="grid grid-cols-3 gap-6 mt-auto pt-6">
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<div>
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<p class="text-xs text-secondary"><%= t(".hero.accounts") %></p>
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<p class="text-lg font-medium text-primary mt-1 tabular-nums"><%= @hero[:accounts_count] %></p>
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</div>
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<div>
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<p class="text-xs text-secondary"><%= t(".hero.active_goals") %></p>
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<p class="text-lg font-medium text-primary mt-1 tabular-nums"><%= @hero[:active_goals_count] %></p>
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</div>
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<div>
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<p class="text-xs text-secondary"><%= t(".hero.saved_toward_goals") %></p>
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<p class="text-lg font-medium text-primary mt-1 tabular-nums privacy-sensitive"><%= @hero[:saved_toward_goals_money].format %></p>
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</div>
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</div>
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</div>
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<% if @hero[:sparkline_series].size >= 2 %>
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<div class="h-full min-h-[200px]"
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data-controller="savings-sparkline"
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data-savings-sparkline-series-value="<%= @hero[:sparkline_series].to_json %>"></div>
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<% end %>
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<%# Needs this month %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.needs_this_month_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2 privacy-sensitive"><%= @kpi[:needs_this_month_money].format %></p>
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<p class="text-xs text-secondary mt-1">
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<% if @kpi[:behind_count].zero? %>
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<%= t(".kpi.needs_this_month_zero_sub") %>
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<% else %>
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<%= t(".kpi.needs_this_month_sub", count: @kpi[:behind_count]) %>
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<% end %>
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</p>
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</div>
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<%# On-track count %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.on_track_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2">
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<%= t(".kpi.on_track_value", on_track: @kpi[:on_track_count], total: @kpi[:active_total]) %>
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</p>
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<p class="text-xs text-secondary mt-1">
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<%
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parts = []
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parts << t(".kpi.on_track_sub_parts.behind", count: @kpi[:behind_count]) if @kpi[:behind_count].positive?
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parts << t(".kpi.on_track_sub_parts.no_date", count: @kpi[:no_date_count]) if @kpi[:no_date_count].positive?
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parts << t(".kpi.on_track_sub_parts.paused", count: @kpi[:paused_count]) if @kpi[:paused_count].positive?
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%>
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<% if parts.any? %>
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<%= parts.join(" · ") %>
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<% else %>
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<%= t(".kpi.on_track_sub_all_good") %>
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<% end %>
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</p>
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</div>
|
||||
</section>
|
||||
|
||||
<%# Accounts section %>
|
||||
@@ -58,7 +83,11 @@
|
||||
<% end %>
|
||||
|
||||
<%# Goals section %>
|
||||
<section data-controller="savings-goals-filter">
|
||||
<section data-controller="savings-goals-filter"
|
||||
data-savings-goals-filter-empty-query-value="<%= t(".search.empty_with_query", query: "__QUERY__") %>"
|
||||
data-savings-goals-filter-empty-filter-value="<%= t(".search.empty_with_filter") %>"
|
||||
data-savings-goals-filter-empty-both-value="<%= t(".search.empty_with_both", query: "__QUERY__") %>"
|
||||
data-savings-goals-filter-empty-default-value="<%= t(".search.empty") %>">
|
||||
<div class="flex items-start justify-between mb-3 gap-3">
|
||||
<div>
|
||||
<h2 class="text-base font-semibold text-primary"><%= t(".goals_section.heading") %></h2>
|
||||
@@ -117,7 +146,21 @@
|
||||
<% end %>
|
||||
</div>
|
||||
<div class="hidden bg-container rounded-xl shadow-border-xs py-10 text-center" data-savings-goals-filter-target="empty">
|
||||
<p class="text-sm text-secondary"><%= t(".search.empty") %></p>
|
||||
<p class="text-sm text-secondary" data-savings-goals-filter-target="emptyCopy"><%= t(".search.empty") %></p>
|
||||
<div class="mt-3 flex items-center justify-center gap-2">
|
||||
<button type="button"
|
||||
class="hidden text-xs font-medium text-secondary underline-offset-2 hover:underline focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-alpha-black-100"
|
||||
data-savings-goals-filter-target="emptyClearSearch"
|
||||
data-action="click->savings-goals-filter#clearSearch">
|
||||
<%= t(".search.clear_search") %>
|
||||
</button>
|
||||
<button type="button"
|
||||
class="hidden text-xs font-medium text-secondary underline-offset-2 hover:underline focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-alpha-black-100"
|
||||
data-savings-goals-filter-target="emptyClearFilter"
|
||||
data-action="click->savings-goals-filter#clearFilter">
|
||||
<%= t(".search.show_all") %>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<% else %>
|
||||
<div class="bg-container rounded-xl shadow-border-xs py-12 text-center">
|
||||
|
||||
@@ -6,14 +6,30 @@ en:
|
||||
subtitle: Your savings accounts and the goals you're working toward.
|
||||
new_goal: New goal
|
||||
empty_filtered: No goals match.
|
||||
hero:
|
||||
total_in_savings: Total in savings
|
||||
delta_up: "+%{amount} (↑ %{percent}%) vs. last 30 days"
|
||||
delta_down: "−%{amount} (↓ %{percent}%) vs. last 30 days"
|
||||
delta_flat: vs. last 30 days
|
||||
accounts: Accounts
|
||||
active_goals: Active goals
|
||||
saved_toward_goals: Saved toward goals
|
||||
kpi:
|
||||
velocity_label: Contributed · last 30d
|
||||
velocity_delta_up: "↑ %{percent}%% vs. prior 30d"
|
||||
velocity_delta_down: "↓ %{percent}%% vs. prior 30d"
|
||||
velocity_delta_flat: vs. prior 30d
|
||||
velocity_delta_zero_base: First 30 days of activity
|
||||
needs_this_month_label: Needs this month
|
||||
needs_this_month_sub:
|
||||
one: across 1 goal behind pace
|
||||
other: "across %{count} goals behind pace"
|
||||
needs_this_month_zero_sub: No goals behind pace
|
||||
on_track_label: Goals on track
|
||||
on_track_value: "%{on_track} of %{total}"
|
||||
on_track_sub_parts:
|
||||
behind:
|
||||
one: 1 behind
|
||||
other: "%{count} behind"
|
||||
no_date:
|
||||
one: 1 open-ended
|
||||
other: "%{count} open-ended"
|
||||
paused:
|
||||
one: 1 paused
|
||||
other: "%{count} paused"
|
||||
on_track_sub_all_good: All active goals on pace
|
||||
accounts_section:
|
||||
heading: Accounts
|
||||
subtitle: Your savings and emergency reserves
|
||||
@@ -28,6 +44,11 @@ en:
|
||||
placeholder: Search goals…
|
||||
aria_label: Search savings goals
|
||||
empty: No goals match.
|
||||
empty_with_query: "No goals match \"%{query}\"."
|
||||
empty_with_filter: No goals match this filter.
|
||||
empty_with_both: "No goals match \"%{query}\" with this filter."
|
||||
clear_search: Clear search
|
||||
show_all: Show all
|
||||
chips:
|
||||
all: All
|
||||
on_track: On track
|
||||
|
||||
Reference in New Issue
Block a user