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a4f70f4d4a
* 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
83 lines
3.9 KiB
Plaintext
83 lines
3.9 KiB
Plaintext
<div>
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<%# Month-over-Month Trends %>
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<div>
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<h3 class="text-sm font-medium text-secondary mb-4">
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<%= t("reports.trends.monthly_breakdown") %>
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</h3>
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<% if trends_data.any? %>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-tertiary">
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<th class="text-left py-2 pr-4 font-medium text-secondary"><%= t("reports.trends.month") %></th>
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<th class="text-right py-2 px-4 font-medium text-secondary"><%= t("reports.trends.income") %></th>
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<th class="text-right py-2 px-4 font-medium text-secondary"><%= t("reports.trends.expenses") %></th>
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<th class="text-right py-2 px-2 font-medium text-secondary"><%= t("reports.trends.net") %></th>
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<th class="text-right py-2 pl-4 font-medium text-secondary"><%= t("reports.trends.savings_rate") %></th>
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</tr>
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</thead>
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<tbody>
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<% trends_data.each do |trend| %>
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<tr class="border-b border-tertiary/50 <%= trend[:is_current_month] ? "font-medium" : "" %>">
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<td class="py-3 pr-4 text-primary">
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<%= trend[:month] %>
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<% if trend[:is_current_month] %>
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<span class="ml-2 text-xs text-tertiary">(<%= t("reports.trends.current") %>)</span>
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<% end %>
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</td>
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<td class="text-right py-3 px-4 text-success">
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<%= Money.new(trend[:income], Current.family.currency).format %>
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</td>
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<td class="text-right py-3 px-4 text-destructive">
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<%= Money.new(trend[:expenses], Current.family.currency).format %>
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</td>
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<td class="text-right py-3 px-2 <%= trend[:net] >= 0 ? "text-success" : "text-destructive" %>">
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<%= Money.new(trend[:net], Current.family.currency).format %>
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</td>
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<td class="text-right py-3 pl-4 <%= trend[:net] >= 0 ? "text-success" : "text-destructive" %>">
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<% savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(1) : 0 %>
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<%= savings_rate %>%
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</td>
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</tr>
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<% end %>
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</tbody>
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</table>
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</div>
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<%# Trend Insights %>
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<div class="mt-6 grid grid-cols-1 md:grid-cols-3 gap-4">
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<% avg_income = trends_data.sum { |t| t[:income] } / trends_data.length %>
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<% avg_expenses = trends_data.sum { |t| t[:expenses] } / trends_data.length %>
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<% avg_net = trends_data.sum { |t| t[:net] } / trends_data.length %>
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<div class="p-4 bg-surface-inset rounded-lg">
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<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_income") %></p>
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<p class="text-lg font-semibold text-success">
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<%= Money.new(avg_income, Current.family.currency).format %>
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</p>
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</div>
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<div class="p-4 bg-surface-inset rounded-lg">
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<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_expenses") %></p>
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<p class="text-lg font-semibold text-destructive">
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<%= Money.new(avg_expenses, Current.family.currency).format %>
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</p>
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</div>
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<div class="p-4 bg-surface-inset rounded-lg">
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<p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_monthly_savings") %></p>
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<p class="text-lg font-semibold <%= avg_net >= 0 ? "text-success" : "text-destructive" %>">
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<%= Money.new(avg_net, Current.family.currency).format %>
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</p>
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</div>
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</div>
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<% else %>
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<div class="text-center py-8 text-tertiary">
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<%= t("reports.trends.no_data") %>
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</div>
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<% end %>
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</div>
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</div>
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</div>
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