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* Fix cashflow and outflows widgets to respect user's default period preference Resolves issue #118 where the Cashflow and Outflows widgets on the dashboard were hardcoded to use a 30-day period instead of respecting the user's default period preference setting. Changes: - Updated @cashflow_period to use Current.user&.default_period as fallback - Updated @outflows_period to use Current.user&.default_period as fallback - Both now follow the same pattern as the Periodable concern's set_period method This ensures consistency across all dashboard widgets - Net Worth, Cashflow, and Outflows now all respect the user's preference. * Synchronize period selection across all dashboard widgets All three dashboard widgets (Net Worth, Cashflow, and Outflows) now use a single shared period parameter, ensuring consistent data magnitudes across the dashboard. Changes: - Simplified controller to use single @period for all three widgets - Removed widget-specific period parameters (cashflow_period, outflows_period) - All widgets now use the shared 'period' parameter - All period dropdowns use turbo_frame: "_top" to reload entire page - Removed turbo_frame_tags from dashboard view for cleaner implementation User experience improvement: - Changing the period in any widget now updates all three widgets - Ensures data consistency and easier comparison across widgets - Maintains respect for user's default period preference * Make Net Worth widget title styling consistent with Cashflow and Outflows Changed Net Worth title from <p> with text-sm/text-secondary to <h2> with text-lg to match the consistent styling used by Cashflow and Outflows widgets. This provides a more unified visual appearance across all dashboard widgets. --------- Co-authored-by: Claude <noreply@anthropic.com>
64 lines
1.9 KiB
Plaintext
64 lines
1.9 KiB
Plaintext
<% content_for :page_header do %>
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<div class="space-y-1 mb-6 flex gap-4 justify-between items-center lg:items-start">
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<div class="space-y-1">
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<h1 class="text-xl lg:text-3xl font-medium text-primary">
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<%= t("pages.dashboard.welcome", name: Current.user.first_name) %>
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</h1>
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<p class="text-sm lg:text-base text-secondary">
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<%= t("pages.dashboard.subtitle") %>
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</p>
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</div>
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<%= render DS::Link.new(
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icon: "plus",
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text: t("pages.dashboard.new"),
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href: new_account_path,
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frame: :modal,
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class: "hidden lg:inline-flex"
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) %>
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<%= render DS::Link.new(
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variant: "icon-inverse",
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icon: "plus",
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href: new_account_path,
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frame: :modal,
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class: "rounded-full lg:hidden"
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) %>
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</div>
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<% end %>
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<div class="w-full space-y-6 pb-24">
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<% if Current.family.accounts.any? %>
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<section class="bg-container py-4 rounded-xl shadow-border-xs mb-6">
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<%= render partial: "pages/dashboard/cashflow_sankey", locals: {
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sankey_data: @cashflow_sankey_data,
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period: @period
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} %>
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</section>
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<% if @outflows_data[:categories].present? %>
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<section class="bg-container py-4 rounded-xl shadow-border-xs mb-6">
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<%= render partial: "pages/dashboard/outflows_donut", locals: {
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outflows_data: @outflows_data,
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period: @period
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} %>
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</section>
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<% end %>
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<section class="bg-container py-4 rounded-xl shadow-border-xs">
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<%= render partial: "pages/dashboard/net_worth_chart", locals: {
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balance_sheet: @balance_sheet,
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period: @period
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} %>
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</section>
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<section>
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<%= render "pages/dashboard/balance_sheet", balance_sheet: @balance_sheet %>
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</section>
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<% else %>
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<section>
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<%= render "pages/dashboard/no_accounts_graph_placeholder" %>
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</section>
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<% end %>
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</div>
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