Files
sure/app/views/reports/_trends_insights.html.erb
soky srm db8353e895 Initial implementation of collapsible sections and re-order feature (#355)
* Initial implementation

* Add support for reports section too

* UI Improvement

now it looks a lot nicer :)

* Remove duplicate section titles

* FIX malformed DIV

* Add accessibility and touch support

WCAG 2.1 Level AA Compliant
  - Keyboard operable (Success Criterion 2.1.1)
  - Focus visible (Success Criterion 2.4.7)
  - Name, Role, Value (Success Criterion 4.1.2)

 Screen Reader Support
  - Clear instructions in aria-label
  - Proper semantic roles
  - State changes announced via aria-grabbed

* Add proper UI for tab highlight

* Add keyboard support to collapse also

* FIX js errors

* Fix rabbit

* FIX we don't need the html

* FIX CSRF and error handling

* Simplify into one single DB migration

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-26 17:51:38 +01:00

199 lines
8.8 KiB
Plaintext

<div class="space-y-8">
<%# Month-over-Month Trends %>
<div>
<h3 class="text-sm font-medium text-secondary mb-4">
<%= t("reports.trends.monthly_breakdown") %>
</h3>
<% if trends_data.any? %>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-tertiary">
<th class="text-left py-2 pr-4 font-medium text-secondary"><%= t("reports.trends.month") %></th>
<th class="text-right py-2 px-4 font-medium text-secondary"><%= t("reports.trends.income") %></th>
<th class="text-right py-2 px-4 font-medium text-secondary"><%= t("reports.trends.expenses") %></th>
<th class="text-right py-2 px-2 font-medium text-secondary"><%= t("reports.trends.net") %></th>
<th class="text-right py-2 pl-4 font-medium text-secondary"><%= t("reports.trends.savings_rate") %></th>
</tr>
</thead>
<tbody>
<% trends_data.each_with_index do |trend, index| %>
<tr class="border-b border-tertiary/50 <%= index == trends_data.length - 1 ? "font-medium" : "" %>">
<td class="py-3 pr-4 text-primary">
<%= trend[:month] %>
<% if index == trends_data.length - 1 %>
<span class="ml-2 text-xs text-tertiary">(<%= t("reports.trends.current") %>)</span>
<% end %>
</td>
<td class="text-right py-3 px-4 text-success">
<%= Money.new(trend[:income], Current.family.currency).format %>
</td>
<td class="text-right py-3 px-4 text-danger">
<%= Money.new(trend[:expenses], Current.family.currency).format %>
</td>
<td class="text-right py-3 px-2 <%= trend[:net] >= 0 ? "text-success" : "text-danger" %>">
<%= Money.new(trend[:net], Current.family.currency).format %>
</td>
<td class="text-right py-3 pl-4 <%= trend[:net] >= 0 ? "text-success" : "text-danger" %>">
<% savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(1) : 0 %>
<%= savings_rate %>%
</td>
</tr>
<% end %>
</tbody>
</table>
</div>
<%# Trend Insights %>
<div class="mt-6 grid grid-cols-1 md:grid-cols-3 gap-4">
<% avg_income = trends_data.sum { |t| t[:income] } / trends_data.length %>
<% avg_expenses = trends_data.sum { |t| t[:expenses] } / trends_data.length %>
<% avg_net = trends_data.sum { |t| t[:net] } / trends_data.length %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_income") %></p>
<p class="text-lg font-semibold text-success">
<%= Money.new(avg_income, Current.family.currency).format %>
</p>
</div>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_expenses") %></p>
<p class="text-lg font-semibold text-danger">
<%= Money.new(avg_expenses, Current.family.currency).format %>
</p>
</div>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_savings") %></p>
<p class="text-lg font-semibold <%= avg_net >= 0 ? "text-success" : "text-danger" %>">
<%= Money.new(avg_net, Current.family.currency).format %>
</p>
</div>
</div>
<% else %>
<div class="text-center py-8 text-tertiary">
<%= t("reports.trends.no_data") %>
</div>
<% end %>
</div>
<%# Spending Patterns %>
<div>
<h3 class="text-sm font-medium text-secondary mb-4">
<%= t("reports.trends.spending_patterns") %>
</h3>
<% if spending_patterns[:weekday_count] + spending_patterns[:weekend_count] > 0 %>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<%# Weekday Spending %>
<div class="p-6 bg-surface-inset rounded-lg">
<div class="flex items-center gap-2 mb-4">
<%= icon("calendar", class: "w-5 h-5 text-primary") %>
<h4 class="font-medium text-primary"><%= t("reports.trends.weekday_spending") %></h4>
</div>
<div class="space-y-3">
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.total") %></p>
<p class="text-xl font-semibold text-primary">
<%= Money.new(spending_patterns[:weekday_total], Current.family.currency).format %>
</p>
</div>
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_per_transaction") %></p>
<p class="text-base font-medium text-secondary">
<%= Money.new(spending_patterns[:weekday_avg], Current.family.currency).format %>
</p>
</div>
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.transactions") %></p>
<p class="text-base font-medium text-secondary">
<%= spending_patterns[:weekday_count] %>
</p>
</div>
</div>
</div>
<%# Weekend Spending %>
<div class="p-6 bg-surface-inset rounded-lg">
<div class="flex items-center gap-2 mb-4">
<%= icon("calendar-check", class: "w-5 h-5 text-primary") %>
<h4 class="font-medium text-primary"><%= t("reports.trends.weekend_spending") %></h4>
</div>
<div class="space-y-3">
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.total") %></p>
<p class="text-xl font-semibold text-primary">
<%= Money.new(spending_patterns[:weekend_total], Current.family.currency).format %>
</p>
</div>
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_per_transaction") %></p>
<p class="text-base font-medium text-secondary">
<%= Money.new(spending_patterns[:weekend_avg], Current.family.currency).format %>
</p>
</div>
<div>
<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.transactions") %></p>
<p class="text-base font-medium text-secondary">
<%= spending_patterns[:weekend_count] %>
</p>
</div>
</div>
</div>
</div>
<%# Comparison Insight %>
<% if spending_patterns[:weekday_avg] > 0 && spending_patterns[:weekend_avg] > 0 %>
<div class="mt-4 p-4 bg-container rounded-lg border border-tertiary">
<div class="flex items-start gap-3">
<%= icon("lightbulb", class: "w-5 h-5 text-warning mt-0.5") %>
<div>
<p class="text-sm font-medium text-primary mb-1">
<%= t("reports.trends.insight_title") %>
</p>
<p class="text-sm text-secondary">
<%
weekday = spending_patterns[:weekday_avg].to_f
weekend = spending_patterns[:weekend_avg].to_f
if weekend > weekday
percent_diff = ((weekend - weekday) / weekday * 100).round(0)
if percent_diff > 20
message = t("reports.trends.insight_higher_weekend", percent: percent_diff)
else
message = t("reports.trends.insight_similar")
end
elsif weekday > weekend
percent_diff = ((weekday - weekend) / weekend * 100).round(0)
if percent_diff > 20
message = t("reports.trends.insight_higher_weekday", percent: percent_diff)
else
message = t("reports.trends.insight_similar")
end
else
message = t("reports.trends.insight_similar")
end
%>
<%= message %>
</p>
</div>
</div>
</div>
<% end %>
<% else %>
<div class="text-center py-8 text-tertiary">
<%= t("reports.trends.no_spending_data") %>
</div>
<% end %>
</div>
</div>
</div>