* 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.
* 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
---------
Co-authored-by: sokie <sokysrm@gmail.com>
* First reporting version
* Fixes for all tabs
* Transactions table
* Budget section re-design
* FIX exports
Fix transactions table aggregation
* Add support for google sheets
Remove pdf and xlsx for now
* Multiple fixes
- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown
* Linter and tests
* Fix amounts
- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision
* Update Gemfile.lock
* Add support for api-key on reports
Also fix custom date filter
* Review fixes
* Move budget status calculations out of the view.
* fix ensures that quarterly reports end at the quarter boundary
* Fix bugdet days remaining
Fix raw css style
* Fix test
* Implement google sheets properly with hotwire
* Improve UX on period comparison
* FIX csv export for non API key auth
