Files
sure/app/views/pages/dashboard/_net_worth_chart.html.erb
Juan José Mata 3c8ba643a0 Cashflow should use default period (and related) (#328)
* 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>
2025-11-14 19:15:30 +01:00

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<%# locals: (balance_sheet:, period:, **args) %>
<div id="net-worth-chart">
<% series = balance_sheet.net_worth_series(period: period) %>
<div class="flex justify-between gap-4 px-4">
<div class="space-y-2">
<div class="space-y-2">
<div class="flex items-center gap-2">
<h2 class="text-lg font-medium"><%= t(".title") %></h2>
</div>
<p class="text-primary -space-x-0.5 text-3xl font-medium <%= "animate-pulse" if balance_sheet.syncing? %>">
<%= series.trend.current.format %>
</p>
<% if series.trend.nil? %>
<p class="text-sm text-secondary"><%= t(".data_not_available") %></p>
<% else %>
<%= render partial: "shared/trend_change", locals: { trend: series.trend, comparison_label: period.comparison_label } %>
<% end %>
</div>
</div>
<%= form_with url: root_path, method: :get, data: { controller: "auto-submit-form", turbo_frame: "_top" } do |form| %>
<%= form.select :period,
Period.as_options,
{ selected: period.key },
data: { "auto-submit-form-target": "auto" },
class: "bg-container border border-secondary font-medium rounded-lg px-3 py-2 text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0" %>
<% end %>
</div>
<% if series.any? %>
<div
id="netWorthChart"
class="w-full flex-1 min-h-52"
data-controller="time-series-chart"
data-time-series-chart-data-value="<%= series.to_json %>"></div>
<% else %>
<div class="w-full h-full flex items-center justify-center">
<p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
</div>
<% end %>
</div>