* 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>
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