class PagesController < ApplicationController include Periodable skip_authentication only: :redis_configuration_error def dashboard @balance_sheet = Current.family.balance_sheet @investment_statement = Current.family.investment_statement @accounts = Current.family.accounts.visible.with_attached_logo family_currency = Current.family.currency # Use IncomeStatement for all cashflow data (now includes categorized trades) income_totals = Current.family.income_statement.income_totals(period: @period) expense_totals = Current.family.income_statement.expense_totals(period: @period) @cashflow_sankey_data = build_cashflow_sankey_data(income_totals, expense_totals, family_currency) @outflows_data = build_outflows_donut_data(expense_totals) @dashboard_sections = build_dashboard_sections @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ] end def update_preferences if Current.user.update_dashboard_preferences(preferences_params) head :ok else head :unprocessable_entity end end def changelog @release_notes = github_provider.fetch_latest_release_notes # Fallback if no release notes are available if @release_notes.nil? @release_notes = { avatar: "https://github.com/we-promise.png", username: "we-promise", name: "Release notes unavailable", published_at: Date.current, body: "

Unable to fetch the latest release notes at this time. Please check back later or visit our GitHub releases page directly.

" } end render layout: "settings" end def feedback render layout: "settings" end def redis_configuration_error render layout: "blank" end private def preferences_params prefs = params.require(:preferences) {}.tap do |permitted| permitted["collapsed_sections"] = prefs[:collapsed_sections].to_unsafe_h if prefs[:collapsed_sections] permitted["section_order"] = prefs[:section_order] if prefs[:section_order] end end def build_dashboard_sections all_sections = [ { key: "cashflow_sankey", title: "pages.dashboard.cashflow_sankey.title", partial: "pages/dashboard/cashflow_sankey", locals: { sankey_data: @cashflow_sankey_data, period: @period }, visible: Current.family.accounts.any?, collapsible: true }, { key: "outflows_donut", title: "pages.dashboard.outflows_donut.title", partial: "pages/dashboard/outflows_donut", locals: { outflows_data: @outflows_data, period: @period }, visible: Current.family.accounts.any? && @outflows_data[:categories].present?, collapsible: true }, { key: "investment_summary", title: "pages.dashboard.investment_summary.title", partial: "pages/dashboard/investment_summary", locals: { investment_statement: @investment_statement, period: @period }, visible: Current.family.accounts.any? && @investment_statement.investment_accounts.any?, collapsible: true }, { key: "net_worth_chart", title: "pages.dashboard.net_worth_chart.title", partial: "pages/dashboard/net_worth_chart", locals: { balance_sheet: @balance_sheet, period: @period }, visible: Current.family.accounts.any?, collapsible: true }, { key: "balance_sheet", title: "pages.dashboard.balance_sheet.title", partial: "pages/dashboard/balance_sheet", locals: { balance_sheet: @balance_sheet }, visible: Current.family.accounts.any?, collapsible: true } ] # Order sections according to user preference section_order = Current.user.dashboard_section_order ordered_sections = section_order.map do |key| all_sections.find { |s| s[:key] == key } end.compact # Add any new sections that aren't in the saved order (future-proofing) all_sections.each do |section| ordered_sections << section unless ordered_sections.include?(section) end ordered_sections end def github_provider Provider::Registry.get_provider(:github) end def build_cashflow_sankey_data(income_totals, expense_totals, currency) nodes = [] links = [] node_indices = {} add_node = ->(unique_key, display_name, value, percentage, color) { node_indices[unique_key] ||= begin nodes << { name: display_name, value: value.to_f.round(2), percentage: percentage.to_f.round(1), color: color } nodes.size - 1 end } total_income = income_totals.total.to_f.round(2) total_expense = expense_totals.total.to_f.round(2) # Central Cash Flow node cash_flow_idx = add_node.call("cash_flow_node", "Cash Flow", total_income, 100.0, "var(--color-success)") # Income side (top-level categories only) income_totals.category_totals.each do |ct| next if ct.category.parent_id.present? val = ct.total.to_f.round(2) next if val.zero? percentage = total_income.zero? ? 0 : (val / total_income * 100).round(1) color = ct.category.color.presence || Category::COLORS.sample # 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 # Expense side (top-level categories only) expense_totals.category_totals.each do |ct| next if ct.category.parent_id.present? val = ct.total.to_f.round(2) next if val.zero? percentage = total_expense.zero? ? 0 : (val / total_expense * 100).round(1) color = ct.category.color.presence || Category::UNCATEGORIZED_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 # Surplus/Deficit net = (total_income - total_expense).round(2) if net.positive? percentage = total_income.zero? ? 0 : (net / total_income * 100).round(1) idx = add_node.call("surplus_node", "Surplus", net, percentage, "var(--color-success)") links << { source: cash_flow_idx, target: idx, value: net, color: "var(--color-success)", percentage: percentage } end { nodes: nodes, links: links, currency_symbol: Money::Currency.new(currency).symbol } end def build_outflows_donut_data(expense_totals) currency_symbol = Money::Currency.new(expense_totals.currency).symbol total = expense_totals.total categories = expense_totals.category_totals .reject { |ct| ct.category.parent_id.present? || ct.total.zero? } .sort_by { |ct| -ct.total } .map do |ct| { id: ct.category.id, name: ct.category.name, amount: ct.total.to_f.round(2), currency: ct.currency, percentage: ct.weight.round(1), color: ct.category.color.presence || Category::UNCATEGORIZED_COLOR, icon: ct.category.lucide_icon, clickable: !ct.category.other_investments? } end { categories: categories, total: total.to_f.round(2), currency: expense_totals.currency, currency_symbol: currency_symbol } end end