mirror of
https://github.com/we-promise/sure.git
synced 2026-04-09 15:24:48 +00:00
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>
|
|
<%# 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 do |trend| %>
|
|
<tr class="border-b border-tertiary/50 <%= trend[:is_current_month] ? "font-medium" : "" %>">
|
|
<td class="py-3 pr-4 text-primary">
|
|
<%= trend[:month] %>
|
|
<% if trend[:is_current_month] %>
|
|
<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-destructive">
|
|
<%= Money.new(trend[:expenses], Current.family.currency).format %>
|
|
</td>
|
|
<td class="text-right py-3 px-2 <%= trend[:net] >= 0 ? "text-success" : "text-destructive" %>">
|
|
<%= Money.new(trend[:net], Current.family.currency).format %>
|
|
</td>
|
|
<td class="text-right py-3 pl-4 <%= trend[:net] >= 0 ? "text-success" : "text-destructive" %>">
|
|
<% 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-destructive">
|
|
<%= 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-destructive" %>">
|
|
<%= 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>
|
|
</div>
|
|
</div>
|