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* Add tax treatment metrics to reports, forms, and models - Implement `build_gains_by_tax_treatment` for grouping gains by tax treatment - Update investment performance view with tax treatment breakdown - Add tax treatment field to crypto and investments forms - Introduce `realized_gain_loss` calculation in the Trade model - Group investment subtypes by region for improved dropdown organization * Optimize investment performance report by reducing N+1 queries - Eager-load associations in `build_gains_by_tax_treatment` to minimize database queries - Preload holdings for realized gain/loss calculations in trades - Refactor views to standardize "no data" placeholder using translations - Adjust styling in tax treatment breakdown for improved layout * Enhance investment performance translations and optimize holdings lookup logic - Update `holdings_count` and `sells_count` translations to handle pluralization - Refactor views to use pluralized translation keys with count interpolation - Optimize preloaded holdings lookup in `Trade` to ensure deterministic selection using `select` and `max_by` * Refine preloaded holdings logic in `Trade` model - Treat empty preloaded holdings as authoritative to prevent unnecessary DB queries - Add explicit fallback behavior for database query when holdings are not preloaded --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
49 lines
1.5 KiB
Ruby
49 lines
1.5 KiB
Ruby
module ReportsHelper
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# Returns CSS classes for tax treatment badge styling
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def tax_treatment_badge_classes(treatment)
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case treatment.to_sym
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when :tax_exempt
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"bg-green-500/10 text-green-600 theme-dark:text-green-400"
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when :tax_deferred
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"bg-blue-500/10 text-blue-600 theme-dark:text-blue-400"
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when :tax_advantaged
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"bg-purple-500/10 text-purple-600 theme-dark:text-purple-400"
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else
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"bg-gray-500/10 text-secondary"
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end
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end
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# Generate SVG polyline points for a sparkline chart
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# Returns empty string if fewer than 2 data points (can't draw a line with 1 point)
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def sparkline_points(values, width: 60, height: 16)
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return "" if values.nil? || values.length < 2 || values.all? { |v| v.nil? || v.zero? }
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nums = values.map(&:to_f)
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max_val = nums.max
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min_val = nums.min
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range = max_val - min_val
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range = 1.0 if range.zero?
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points = nums.each_with_index.map do |val, i|
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x = (i.to_f / [ nums.length - 1, 1 ].max) * width
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y = height - ((val - min_val) / range * (height - 2)) - 1
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"#{x.round(1)},#{y.round(1)}"
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end
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points.join(" ")
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end
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# Calculate cumulative net values from trends data
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def cumulative_net_values(trends)
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return [] if trends.nil?
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running = 0
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trends.map { |t| running += t[:net].to_i; running }
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end
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# Check if trends data has enough points for sparklines (need at least 2)
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def has_sparkline_data?(trends_data)
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trends_data&.length.to_i >= 2
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end
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end
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