Commit Graph

7 Commits

Author SHA1 Message Date
Mark Hendriksen
ebf89808f5 Fix separators in breakdown table view (#996)
* Fix separators in breakdown table view

Correct conditional logic for rendering column separators (rulers) in the reports breakdown table. The top-level check now compares idx to groups.size instead of group.size, and the subcategory check compares idx to group[:subcategories].size. This ensures separators are shown between categories and subcategories correctly, avoiding missing or extra rulers.

* Fix subcategory index variable name in partial

Rename the inner loop index from `idx` to `sub_idx` in app/views/reports/_breakdown_table.html.erb to avoid shadowing the outer `idx`. This ensures the conditional that renders the separator (`shared/ruler`) uses the correct index for subcategories, preventing incorrect rendering of separators between subcategory rows.

* Fix conditional block order in breakdown table

Reorder ERB tags to properly nest the subcategory conditional and the ruler render in the reports breakdown partial. This ensures the divider is only rendered between subcategories and prevents mismatched ERB/end tags that could break template rendering.
2026-02-15 13:25:28 +01:00
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