Files
sure/app/views/reports/_net_worth.html.erb
soky srm a4f70f4d4a Support uncategorized investments (#593)
* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
2026-01-09 19:45:42 +01:00

74 lines
3.2 KiB
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<div class="space-y-6">
<%# Main Net Worth Stats %>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<%# Current Net Worth %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.current_net_worth") %></p>
<p class="text-xl font-semibold <%= net_worth_metrics[:current_net_worth] >= 0 ? "text-success" : "text-destructive" %>">
<%= net_worth_metrics[:current_net_worth].format %>
</p>
</div>
<%# Period Change %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.period_change") %></p>
<% if net_worth_metrics[:trend] %>
<% trend = net_worth_metrics[:trend] %>
<p class="text-xl font-semibold" style="color: <%= trend.color %>">
<%= trend.value.format(signify_positive: true) %>
</p>
<p class="text-xs" style="color: <%= trend.color %>">
<%= trend.value >= 0 ? "+" : "" %><%= trend.percent_formatted %>
</p>
<% else %>
<p class="text-xl font-semibold text-tertiary">--</p>
<% end %>
</div>
<%# Assets vs Liabilities %>
<div class="p-4 bg-surface-inset rounded-lg">
<p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.assets_vs_liabilities") %></p>
<div class="flex items-baseline gap-2">
<span class="text-lg font-semibold text-success"><%= net_worth_metrics[:total_assets].format %></span>
<span class="text-xs text-tertiary">-</span>
<span class="text-lg font-semibold text-destructive"><%= net_worth_metrics[:total_liabilities].format %></span>
</div>
</div>
</div>
<%# Asset/Liability Breakdown %>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<%# Assets Summary %>
<div>
<h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_assets") %></h3>
<div class="space-y-2">
<% net_worth_metrics[:asset_groups].each do |group| %>
<div class="flex items-center justify-between py-2 border-b border-tertiary/50">
<span class="text-sm text-primary"><%= group[:name] %></span>
<span class="text-sm font-medium text-success"><%= group[:total].format %></span>
</div>
<% end %>
<% if net_worth_metrics[:asset_groups].empty? %>
<p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_assets") %></p>
<% end %>
</div>
</div>
<%# Liabilities Summary %>
<div>
<h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_liabilities") %></h3>
<div class="space-y-2">
<% net_worth_metrics[:liability_groups].each do |group| %>
<div class="flex items-center justify-between py-2 border-b border-tertiary/50">
<span class="text-sm text-primary"><%= group[:name] %></span>
<span class="text-sm font-medium text-destructive"><%= group[:total].format %></span>
</div>
<% end %>
<% if net_worth_metrics[:liability_groups].empty? %>
<p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_liabilities") %></p>
<% end %>
</div>
</div>
</div>
</div>