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Support uncategorized investments (#593)

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* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
This commit is contained in:
soky srm
2026-01-09 19:45:42 +01:00
committed by GitHub
parent 76dc91377c
commit a4f70f4d4a
11 changed files with 306 additions and 212 deletions
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11
app/controllers/pages_controller.rb
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@@ -154,7 +154,9 @@ class PagesController < ApplicationController
percentage = total_income.zero? ? 0 : (val / total_income * 100).round(1)
color = ct.category.color.presence || Category::COLORS.sample
idx = add_node.call("income_#{ct.category.id}", ct.category.name, val, percentage, color)
# Use name as fallback key for synthetic categories (no id)
node_key = "income_#{ct.category.id || ct.category.name}"
idx = add_node.call(node_key, ct.category.name, val, percentage, color)
links << { source: idx, target: cash_flow_idx, value: val, color: color, percentage: percentage }
end
@@ -168,7 +170,9 @@ class PagesController < ApplicationController
percentage = total_expense.zero? ? 0 : (val / total_expense * 100).round(1)
color = ct.category.color.presence || Category::UNCATEGORIZED_COLOR
idx = add_node.call("expense_#{ct.category.id}", ct.category.name, val, percentage, color)
# Use name as fallback key for synthetic categories (no id)
node_key = "expense_#{ct.category.id || ct.category.name}"
idx = add_node.call(node_key, ct.category.name, val, percentage, color)
links << { source: cash_flow_idx, target: idx, value: val, color: color, percentage: percentage }
end
@@ -198,7 +202,8 @@ class PagesController < ApplicationController
currency: ct.currency,
percentage: ct.weight.round(1),
color: ct.category.color.presence || Category::UNCATEGORIZED_COLOR,
icon: ct.category.lucide_icon
icon: ct.category.lucide_icon,
clickable: !ct.category.other_investments?
}
end