Commit Graph

6 Commits

Author SHA1 Message Date
Alessio Cappa
68c7e63eb7 refactor: remove unnecessary classes 2026-01-22 23:03:15 +01:00
Alessio Cappa
b7baf3efd5 fix: Adjust font sizes and spacing 2026-01-22 22:05:14 +01:00
Alessio Cappa
5a6a930c8f feat: update trends insight table UI 2026-01-21 23:35:33 +01:00
Alessio Cappa
ff2d2add3e feat: Category breakdown table UI 2026-01-21 23:08:16 +01:00
Alessio Cappa
9fd29f14c1 feat: Add category icons in report table 2026-01-21 22:07:14 +01:00
David Gil
3d91e60a8a feat: Add subcategory breakdown to Cash Flow Sankey and Reports (#639)
* feat: Add subcategory breakdown to Cash Flow and Reports

Implements Discussion #546 - adds hierarchical category/subcategory
visualization to both the Sankey chart and Reports breakdown tables.

Sankey chart changes:
- Income: subcategory → parent category → Cash Flow
- Expense: Cash Flow → parent category → subcategory
- Extracted process_category_totals helper to DRY up income/expense logic

Reports breakdown changes:
- Subcategories display nested under parent categories
- Smaller dots and indented rows for visual hierarchy
- Extracted _breakdown_table partial to eliminate duplication

* fix: Dynamic node padding for Sankey chart with many nodes

- Add dynamic nodePadding calculation to prevent padding from dominating
  chart height when there are many subcategory nodes
- Extract magic numbers to static constants for configuration
- Decompose monolithic #draw() into focused methods
- Consolidate duplicate tooltip/currency formatting code
- Modernize syntax with spread operators and optional chaining

* fix: Hide overlapping Sankey labels, show on hover

- Add label overlap detection by grouping nodes by column depth
- Hide labels that would overlap with adjacent nodes
- Show hidden labels on hover (node rectangle or connected links)
- Add hover events to node rectangles (not just text)

* fix: Use deterministic fallback colors for categories

- Replace Category::COLORS.sample with Category::UNCATEGORIZED_COLOR
  for income categories in Sankey chart (was producing different colors
  on each page load)
- Add nil color fallback in reports_controller for parent and root
  categories

Addresses CodeRabbit review feedback.

* fix: Expand CSS variable map for d3 color manipulation

Add hex mappings for commonly used CSS variables so d3 can manipulate
opacity for gradients and hover effects:
- var(--color-destructive) -> #EC2222
- var(--color-gray-400) -> #9E9E9E
- var(--color-gray-500) -> #737373

* test: Add tests for subcategory breakdown in dashboard and reports

- Test dashboard renders Sankey chart with parent/subcategory transactions
- Test reports groups transactions by parent and subcategories
- Test reports handles categories with nil colors
- Use EntriesTestHelper#create_transaction for cleaner test setup

* Fix lint: use Number.NEGATIVE_INFINITY

* Remove obsolete nil color test

Category model now validates color presence, so nil color categories
cannot exist. The fallback handling in reports_controller is still in
place but the scenario is unreachable.

* Update reports_controller.rb

* FIX trade category

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Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-20 00:01:55 +01:00