* Add monthly net worth chart with group breakdown to Reports
Adds a net worth trend chart to the Reports > Net Worth section,
rendered in the same design scheme as the dashboard chart. The chart
shows one data point per month across the period selected at the top
of the Reports page, and its hover tooltip breaks the hovered month
down into per-account-group balances (Cash, Investments, Credit
Cards, Loans, etc.) under Assets and Liabilities headings with
section totals.
- BalanceSheet::NetWorthBreakdownSeriesBuilder builds the monthly
series by running Balance::ChartSeriesBuilder per account group
(grouped by accountable type), with liabilities reported as
positive magnitudes and all-zero groups omitted; cached with the
same invalidation pattern as the existing net worth series
- net_worth_chart Stimulus controller extends the existing
time_series_chart controller, overriding only data normalization
and the tooltip template
- Reports controller passes the series through the existing
net_worth_metrics hash; tooltip headings reuse existing locale keys
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* Address review: month-over-month tooltip deltas, Stimulus value labels
- Recompute each chart point's trend from the previous monthly point
instead of inheriting the raw series trend, which at a monthly
interval compared the underlying balance row's own start/end and so
reflected only the last balance update before the sample date
(chatgpt-codex-connector). The first point has no prior month and
renders the standard flat state.
- Pass tooltip section labels to the Stimulus controller as declared
values (data-*-value attributes) per coding guidelines (coderabbit)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Color should signal good/bad, not decorate. The always-on decorative coloring
diluted that: report assets were always green, liabilities always red (and that
red == destructive, so a mortgage read like "danger"), expense totals always
red, and investment contributions/withdrawals always green/orange.
Neutralize those to text-primary:
- _net_worth: assets-vs-liabilities headline + per-group asset/liability rows.
- _breakdown_table: expense totals (income stays green).
- _trends_insights: avg monthly expenses (income + net-savings stay semantic).
- _investment_summary: contributions + withdrawals.
KEEP genuine signal: transaction income->green, net-worth total by sign,
Trend#color gains/losses/changes, budget over/near/on-track status, period
net-savings/income/expense *deltas*. ("Balanced" per design discussion.)
Separate follow-up: category icons using a user-chosen hex equal to destructive
red (color-picker concern, not amount coloring).
* feat: Add table-divider class and use it in investments summary section
* fix: manage dark-theme variant
* feat: apply table-divider to other tables
* refactor: use rem instead of px for table-divider class
* Refactor report and dashboard tables from div grids to semantic HTML
Convert div-based grid layouts to proper <table>/<thead>/<tbody>/<tr>/<th>/<td>
elements in report views and the dashboard investment summary:
- reports/_breakdown_table + _category_row (income/expense breakdown)
- reports/_trends_insights (monthly trends)
- reports/_net_worth (asset/liability summaries)
- reports/_investment_performance (top holdings)
- pages/dashboard/_investment_summary (top holdings)
Replaces shared/ruler dividers with border-b border-divider on <tr> elements.
Updates test selectors from div[data-category] to tr[data-category] and from
[role="columnheader"] to thead/th.
Closes#1121
* Address PR review feedback
- Restore w-max sm:w-full wrapper on report tables to preserve horizontal
scroll behavior on narrow screens
- Add sr-only accessible header for net worth amount columns
- Use border-divider instead of border-primary in dashboard investment summary
* Fix rounded corners on semantic table body containers
Move rounded-lg, shadow-border-xs, and bg-container from tbody
(where border-radius and box-shadow don't apply) to a wrapper div
with overflow-hidden. Add bg-container-inset on thead to preserve
the two-tone card design.
- Stimulus controller on global layout (persists across all pages)
- CSS blur effect on .privacy-sensitive elements (8px active, 4px on hover)
- localStorage persistence survives page navigations
- Toggle button on dashboard with aria-pressed for accessibility
- Applied to 28+ views: accounts, budgets, transactions, reports, etc.
Fixes: UTF-8 encoding, global controller mount, aria-pressed attribute
* Replace text-tertiary with text-subdued in views
Replace usages of the text-tertiary utility with text-subdued across several view partials to standardize subdued text styling because text-tertiary does not exist in the design system (reports, doorkeeper auth, simplefin items). Also adjust the net worth empty-liabilities markup to use a grid layout for consistent spacing, and update the related controller test selector to match the new CSS class.
* Standardize empty net worth message markup
Replace inconsistent markup and classes for empty asset/liability sections in the net worth partial. Swap text-secondary/p-2/text-center for text-subdued with unified padding (py-3 px-4 lg:px-6), and simplify the liabilities block from a grid/div to a single paragraph for consistent styling and spacing.
* fix: prevent value overflow in Assets vs Liabilities card
Fixes issue where large asset/liability values overflow the container
when AI side panel is open and reduces horizontal space.
Changes:
- Added flex-wrap to allow values to wrap to next line if needed
- Added break-all to both asset and liability values for long numbers
- Added shrink-0 to minus sign to prevent it from shrinking
Fixes#976
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* refactor: use break-words instead of break-all per code review
Changed from break-all to break-words for currency values to prevent
awkward mid-number breaks (e.g., $1,234,5 / 67.89). break-words only
breaks when content overflows and keeps values intact when possible,
providing cleaner line breaks while still preventing overflow.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
