Files
sure/app/javascript/controllers/sankey_chart_controller.js
Michal Tajchert e21ab9819f feat(dashboard): zoom into cashflow sankey categories (#1807)
* feat(dashboard): zoom into cashflow sankey categories

Click a category node on the dashboard cashflow Sankey to focus on it and
its descendants only; a back button restores the full view. Clicking the
Cash Flow node zooms to the expense (outbound) side.

- Pure utility (app/javascript/utils/sankey_zoom.js) computes the
  descendant subgraph from a clicked node, with direction inferred by
  reachability from the cash flow node (outbound for expense, inbound
  for income).
- Stable node ids emitted from the controller so the JS can identify
  nodes across re-renders.
- Stimulus controller adds chart + zoomOutButton targets, fade
  transition, and only sets a pointer cursor when a node has children.
- Node:test coverage for expense, income, cash-flow, and malformed-data
  cases; \"type\": \"module\" added to package.json so the .js util is
  ESM-compatible under Node.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(dashboard): extract cashflow sankey chart partial

Deduplicate sankey chart markup between inline and expanded dialog views,
and reset zoom state when chart data changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(js): rename sankey_zoom util to .mjs to drop project-wide ESM flag

Removes "type": "module" from package.json to avoid implicitly switching
every .js file in the project to ESM (a future footgun for any .js config
file added by Biome, Vite, etc.). Renames the utility to .mjs so node --test
can import the ES module directly, and adds an explicit importmap pin since
pin_all_from only globs .js/.jsm.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(assets): register .mjs MIME type for Propshaft

Propshaft derives Content-Type from Mime::Type.lookup_by_extension, which
returns nil for :mjs by default. Browsers refuse to execute ES modules
served with an empty Content-Type, breaking the sankey_zoom util loaded
via importmap.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 21:17:35 +02:00

569 lines
16 KiB
JavaScript

import { Controller } from "@hotwired/stimulus";
import * as d3 from "d3";
import { sankey } from "d3-sankey";
import { sankeyNodeHasChildren, zoomSankeyData } from "utils/sankey_zoom";
// Connects to data-controller="sankey-chart"
export default class extends Controller {
static targets = ["chart", "zoomOutButton"];
static values = {
data: Object,
nodeWidth: { type: Number, default: 15 },
nodePadding: { type: Number, default: 20 },
currencySymbol: { type: String, default: "$" },
};
// Visual constants
static HOVER_OPACITY = 0.4;
static HOVER_FILTER = "saturate(1.3) brightness(1.1)";
static EXTENT_MARGIN = 16;
static MIN_NODE_PADDING = 4;
static MAX_PADDING_RATIO = 0.4;
static CORNER_RADIUS = 8;
static ZOOM_TRANSITION_MS = 220;
static DEFAULT_COLOR = "var(--color-gray-400)";
static CSS_VAR_MAP = {
"var(--color-success)": "#10A861",
"var(--color-destructive)": "#EC2222",
"var(--color-gray-400)": "#9E9E9E",
"var(--color-gray-500)": "#737373",
};
static MIN_LABEL_SPACING = 28; // Minimum vertical space needed for labels (2 lines)
connect() {
this.connected = true;
this.zoomRootId = null;
this.resizeObserver = new ResizeObserver(() => this.#draw());
this.resizeObserver.observe(this.#chartElement());
this.tooltip = null;
this.#createTooltip();
this.#syncZoomControls();
this.#draw();
}
dataValueChanged() {
if (!this.connected) return;
this.zoomRootId = null;
this.#syncZoomControls();
this.#draw();
}
disconnect() {
this.connected = false;
this.resizeObserver?.disconnect();
clearTimeout(this.drawTimeout);
this.tooltip?.remove();
this.tooltip = null;
}
zoomOut() {
if (!this.zoomRootId) return;
this.zoomRootId = null;
this.#syncZoomControls();
this.#draw({ animate: true });
}
#draw({ animate = false } = {}) {
const { nodes = [], links = [] } = this.#visibleData();
if (!nodes.length || !links.length) return;
// Hide tooltip and reset any hover states before redrawing
this.#hideTooltip();
const chartElement = this.#chartElement();
const chart = d3.select(chartElement);
clearTimeout(this.drawTimeout);
chart.selectAll("svg").interrupt();
if (animate) {
chart
.selectAll("svg")
.transition()
.duration(this.constructor.ZOOM_TRANSITION_MS / 2)
.style("opacity", 0)
.remove();
this.drawTimeout = setTimeout(() => {
this.#render(nodes, links, true);
}, this.constructor.ZOOM_TRANSITION_MS / 2);
} else {
chart.selectAll("svg").remove();
this.#render(nodes, links, false);
}
}
#render(nodes, links, animate) {
const chartElement = this.#chartElement();
const chart = d3.select(chartElement);
const width = chartElement.clientWidth || 600;
const height = chartElement.clientHeight || 400;
const svg = chart
.append("svg")
.attr("width", width)
.attr("height", height)
.style("opacity", animate ? 0 : 1);
const effectivePadding = this.#calculateNodePadding(nodes.length, height);
const sankeyData = this.#generateSankeyData(
nodes,
links,
width,
height,
effectivePadding,
);
this.#createGradients(svg, sankeyData.links);
const linkPaths = this.#drawLinks(svg, sankeyData.links);
const { nodeGroups, hiddenLabels } = this.#drawNodes(
svg,
sankeyData.nodes,
width,
);
this.#attachHoverEvents(linkPaths, nodeGroups, sankeyData, hiddenLabels);
if (animate) {
svg
.transition()
.duration(this.constructor.ZOOM_TRANSITION_MS / 2)
.style("opacity", 1);
}
}
#chartElement() {
return this.hasChartTarget ? this.chartTarget : this.element;
}
#visibleData() {
if (!this.zoomRootId) return this.dataValue || {};
return zoomSankeyData(this.dataValue, this.zoomRootId);
}
#syncZoomControls() {
this.zoomOutButtonTargets.forEach((button) => {
button.hidden = !this.zoomRootId;
});
}
#zoomIn(node) {
if (!node.id || !sankeyNodeHasChildren(this.#visibleData(), node.id))
return;
this.zoomRootId = node.id;
this.#syncZoomControls();
this.#draw({ animate: true });
}
// Dynamic padding prevents padding from dominating when there are many nodes
#calculateNodePadding(nodeCount, height) {
const margin = this.constructor.EXTENT_MARGIN;
const availableHeight = height - margin * 2;
const maxPaddingTotal =
availableHeight * this.constructor.MAX_PADDING_RATIO;
const gaps = Math.max(nodeCount - 1, 1);
const dynamicPadding = Math.min(
this.nodePaddingValue,
Math.floor(maxPaddingTotal / gaps),
);
return Math.max(this.constructor.MIN_NODE_PADDING, dynamicPadding);
}
#generateSankeyData(nodes, links, width, height, nodePadding) {
const margin = this.constructor.EXTENT_MARGIN;
const sankeyGenerator = sankey()
.nodeWidth(this.nodeWidthValue)
.nodePadding(nodePadding)
.extent([
[margin, margin],
[width - margin, height - margin],
]);
return sankeyGenerator({
nodes: nodes.map((d) => ({ ...d })),
links: links.map((d) => ({ ...d })),
});
}
#createGradients(svg, links) {
const defs = svg.append("defs");
links.forEach((link, i) => {
const gradientId = this.#gradientId(link, i);
const gradient = defs
.append("linearGradient")
.attr("id", gradientId)
.attr("gradientUnits", "userSpaceOnUse")
.attr("x1", link.source.x1)
.attr("x2", link.target.x0);
gradient
.append("stop")
.attr("offset", "0%")
.attr("stop-color", this.#colorWithOpacity(link.source.color));
gradient
.append("stop")
.attr("offset", "100%")
.attr("stop-color", this.#colorWithOpacity(link.target.color));
});
}
#gradientId(link, index) {
return `link-gradient-${link.source.index}-${link.target.index}-${index}`;
}
#colorWithOpacity(nodeColor, opacity = 0.1) {
const defaultColor = this.constructor.DEFAULT_COLOR;
let colorStr = nodeColor || defaultColor;
// Map CSS variables to hex values for d3 color manipulation
colorStr = this.constructor.CSS_VAR_MAP[colorStr] || colorStr;
// Unmapped CSS vars cannot be manipulated, return as-is
if (colorStr.startsWith("var(--")) return colorStr;
const d3Color = d3.color(colorStr);
return d3Color ? d3Color.copy({ opacity }) : defaultColor;
}
#drawLinks(svg, links) {
return svg
.append("g")
.attr("fill", "none")
.selectAll("path")
.data(links)
.join("path")
.attr("class", "sankey-link")
.attr("d", (d) =>
d3.linkHorizontal()({
source: [d.source.x1, d.y0],
target: [d.target.x0, d.y1],
}),
)
.attr("stroke", (d, i) => `url(#${this.#gradientId(d, i)})`)
.attr("stroke-width", (d) => Math.max(1, d.width))
.style("transition", "opacity 0.3s ease");
}
#drawNodes(svg, nodes, width) {
const nodeGroups = svg
.append("g")
.selectAll("g")
.data(nodes)
.join("g")
.style("transition", "opacity 0.3s ease");
nodeGroups
.append("path")
.attr("d", (d) => this.#nodePath(d))
.attr("fill", (d) => d.color || this.constructor.DEFAULT_COLOR)
.attr("stroke", (d) => (d.color ? "none" : "var(--color-gray-500)"));
const hiddenLabels = this.#addNodeLabels(nodeGroups, width, nodes);
return { nodeGroups, hiddenLabels };
}
#nodePath(node) {
const { x0, y0, x1, y1 } = node;
const height = y1 - y0;
const radius = Math.max(
0,
Math.min(this.constructor.CORNER_RADIUS, height / 2),
);
const isSourceNode =
node.sourceLinks?.length > 0 && !node.targetLinks?.length;
const isTargetNode =
node.targetLinks?.length > 0 && !node.sourceLinks?.length;
// Too small for rounded corners
if (height < radius * 2) {
return this.#rectPath(x0, y0, x1, y1);
}
if (isSourceNode) {
return this.#roundedLeftPath(x0, y0, x1, y1, radius);
}
if (isTargetNode) {
return this.#roundedRightPath(x0, y0, x1, y1, radius);
}
return this.#rectPath(x0, y0, x1, y1);
}
#rectPath(x0, y0, x1, y1) {
return `M ${x0},${y0} L ${x1},${y0} L ${x1},${y1} L ${x0},${y1} Z`;
}
#roundedLeftPath(x0, y0, x1, y1, r) {
return `M ${x0 + r},${y0}
L ${x1},${y0}
L ${x1},${y1}
L ${x0 + r},${y1}
Q ${x0},${y1} ${x0},${y1 - r}
L ${x0},${y0 + r}
Q ${x0},${y0} ${x0 + r},${y0} Z`;
}
#roundedRightPath(x0, y0, x1, y1, r) {
return `M ${x0},${y0}
L ${x1 - r},${y0}
Q ${x1},${y0} ${x1},${y0 + r}
L ${x1},${y1 - r}
Q ${x1},${y1} ${x1 - r},${y1}
L ${x0},${y1} Z`;
}
#addNodeLabels(nodeGroups, width, nodes) {
const controller = this;
const hiddenLabels = this.#calculateHiddenLabels(nodes);
nodeGroups
.append("text")
.attr("x", (d) => (d.x0 < width / 2 ? d.x1 + 6 : d.x0 - 6))
.attr("y", (d) => (d.y1 + d.y0) / 2)
.attr("dy", "-0.2em")
.attr("text-anchor", (d) => (d.x0 < width / 2 ? "start" : "end"))
.attr(
"class",
"text-xs font-medium text-primary fill-current select-none",
)
.style("cursor", "default")
.style("opacity", (d) => (hiddenLabels.has(d.index) ? 0 : 1))
.style("transition", "opacity 0.2s ease")
.each(function (d) {
const textEl = d3.select(this);
textEl.selectAll("tspan").remove();
textEl.append("tspan").text(d.name);
textEl
.append("tspan")
.attr("x", textEl.attr("x"))
.attr("dy", "1.2em")
.attr("class", "font-mono text-secondary")
.style("font-size", "0.65rem")
.text(controller.#formatCurrency(d.value));
});
return hiddenLabels;
}
// Calculate which labels should be hidden to prevent overlap
#calculateHiddenLabels(nodes) {
const hiddenLabels = new Set();
const height = this.#chartElement().clientHeight || 400;
const isLargeGraph = height > 600;
const minSpacing = isLargeGraph
? this.constructor.MIN_LABEL_SPACING * 0.7
: this.constructor.MIN_LABEL_SPACING;
// Group nodes by column (using depth which d3-sankey assigns)
const columns = new Map();
nodes.forEach((node) => {
const depth = node.depth;
if (!columns.has(depth)) columns.set(depth, []);
columns.get(depth).push(node);
});
// For each column, check for overlapping labels
columns.forEach((columnNodes) => {
// Sort by vertical position
columnNodes.sort((a, b) => (a.y0 + a.y1) / 2 - (b.y0 + b.y1) / 2);
let lastVisibleY = Number.NEGATIVE_INFINITY;
columnNodes.forEach((node) => {
const nodeY = (node.y0 + node.y1) / 2;
const nodeHeight = node.y1 - node.y0;
if (isLargeGraph && nodeHeight > minSpacing * 1.5) {
lastVisibleY = nodeY;
} else if (nodeY - lastVisibleY < minSpacing) {
// Too close to previous visible label, hide this one
hiddenLabels.add(node.index);
} else {
lastVisibleY = nodeY;
}
});
});
return hiddenLabels;
}
#attachHoverEvents(linkPaths, nodeGroups, sankeyData, hiddenLabels) {
const applyHover = (targetLinks) => {
const targetSet = new Set(targetLinks);
const connectedNodes = new Set(
targetLinks.flatMap((l) => [l.source, l.target]),
);
linkPaths
.style("opacity", (d) =>
targetSet.has(d) ? 1 : this.constructor.HOVER_OPACITY,
)
.style("filter", (d) =>
targetSet.has(d) ? this.constructor.HOVER_FILTER : "none",
);
nodeGroups.style("opacity", (d) =>
connectedNodes.has(d) ? 1 : this.constructor.HOVER_OPACITY,
);
// Show labels for connected nodes (even if normally hidden)
nodeGroups
.selectAll("text")
.style("opacity", (d) =>
connectedNodes.has(d)
? 1
: hiddenLabels.has(d.index)
? 0
: this.constructor.HOVER_OPACITY,
);
};
const resetHover = () => {
linkPaths.style("opacity", 1).style("filter", "none");
nodeGroups.style("opacity", 1);
// Restore hidden labels to hidden state
nodeGroups
.selectAll("text")
.style("opacity", (d) => (hiddenLabels.has(d.index) ? 0 : 1));
};
linkPaths
.on("mouseenter", (event, d) => {
applyHover([d]);
this.#showTooltip(event, d.value, d.percentage);
})
.on("mousemove", (event) => this.#updateTooltipPosition(event))
.on("mouseleave", () => {
resetHover();
this.#hideTooltip();
});
// Hover on node rectangles (not just text)
nodeGroups
.selectAll("path")
.style("cursor", (d) =>
sankeyNodeHasChildren(this.#visibleData(), d.id)
? "pointer"
: "default",
)
.on("mouseenter", (event, d) => {
const connectedLinks = sankeyData.links.filter(
(l) => l.source === d || l.target === d,
);
applyHover(connectedLinks);
this.#showTooltip(event, d.value, d.percentage, d.name);
})
.on("mousemove", (event) => this.#updateTooltipPosition(event))
.on("click", (event, d) => {
event.stopPropagation();
this.#zoomIn(d);
})
.on("mouseleave", () => {
resetHover();
this.#hideTooltip();
});
nodeGroups
.selectAll("text")
.style("cursor", (d) =>
sankeyNodeHasChildren(this.#visibleData(), d.id)
? "pointer"
: "default",
)
.on("mouseenter", (event, d) => {
const connectedLinks = sankeyData.links.filter(
(l) => l.source === d || l.target === d,
);
applyHover(connectedLinks);
this.#showTooltip(event, d.value, d.percentage, d.name);
})
.on("mousemove", (event) => this.#updateTooltipPosition(event))
.on("click", (event, d) => {
event.stopPropagation();
this.#zoomIn(d);
})
.on("mouseleave", () => {
resetHover();
this.#hideTooltip();
});
}
// Tooltip methods
#createTooltip() {
const dialog = this.element.closest("dialog");
this.tooltip = d3
.select(dialog || document.body)
.append("div")
.attr(
"class",
"bg-gray-700 text-white text-sm p-2 rounded pointer-events-none absolute z-50 top-0",
)
.style("opacity", 0)
.style("pointer-events", "none");
}
#showTooltip(event, value, percentage, title = null) {
if (!this.tooltip) this.#createTooltip();
const content = title
? `${title}<br/>${this.#formatCurrency(value)} (${percentage || 0}%)`
: `${this.#formatCurrency(value)} (${percentage || 0}%)`;
const isInDialog = !!this.element.closest("dialog");
const x = isInDialog ? event.clientX : event.pageX;
const y = isInDialog ? event.clientY : event.pageY;
this.tooltip
.html(content)
.style("position", isInDialog ? "fixed" : "absolute")
.style("left", `${x + 10}px`)
.style("top", `${y - 10}px`)
.transition()
.duration(100)
.style("opacity", 1);
}
#updateTooltipPosition(event) {
if (this.tooltip) {
const isInDialog = !!this.element.closest("dialog");
const x = isInDialog ? event.clientX : event.pageX;
const y = isInDialog ? event.clientY : event.pageY;
this.tooltip?.style("left", `${x + 10}px`).style("top", `${y - 10}px`);
}
}
#hideTooltip() {
if (this.tooltip) {
this.tooltip
?.transition()
.duration(100)
.style("opacity", 0)
.style("pointer-events", "none");
}
}
#formatCurrency(value) {
const formatted = Number.parseFloat(value).toLocaleString(undefined, {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
});
return this.currencySymbolValue + formatted;
}
}