fix: display subcategories under their parent in dashboard budget table (#23) #27
5 changed files with 50 additions and 19 deletions
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@ -5,6 +5,14 @@
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### Ajouté
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- Tableau de budget : colonne du total de l'année précédente affichée comme première colonne de données pour servir de référence (#16)
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### Corrigé
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- Tableau de bord budget vs réel : les sous-catégories de niveau 3+ s'affichent maintenant sous leur parent au lieu d'en bas de la section (#23)
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### Modifié
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- Tableau de bord : la légende du graphique circulaire s'affiche maintenant uniquement au survol, réduisant l'espace et donnant plus de place au tableau budget (#23)
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- Tableau de bord : l'infobulle du graphique circulaire affiche maintenant le pourcentage en plus du montant (#23)
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- Tableau de bord : disposition ajustée pour donner plus d'espace au tableau budget (ratio 2:3) (#23)
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## [0.6.3]
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### Ajouté
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@ -5,6 +5,14 @@
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### Added
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- Budget table: previous year total column displayed as first data column for baseline reference (#16)
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### Fixed
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- Dashboard budget vs actual table: level 3+ subcategories now appear under their parent instead of at the bottom of the section (#23)
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### Changed
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- Dashboard: pie chart legend now appears only on hover, reducing space and giving more room to the budget table (#23)
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- Dashboard: pie chart tooltip now shows percentage alongside amount (#23)
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- Dashboard: adjusted grid layout to give more space to the budget table (2:3 ratio) (#23)
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## [0.6.3]
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### Added
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@ -43,7 +43,7 @@ export default function CategoryPieChart({
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}
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return (
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<div className="bg-[var(--card)] rounded-xl p-6 border border-[var(--border)]">
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<div className="group bg-[var(--card)] rounded-xl p-6 border border-[var(--border)]">
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{hiddenCategories.size > 0 && (
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<div className="flex flex-wrap items-center gap-2 mb-3">
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<span className="text-xs text-[var(--muted-foreground)]">{t("charts.hiddenCategories")}:</span>
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@ -67,7 +67,7 @@ export default function CategoryPieChart({
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)}
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<div onContextMenu={handleContextMenu}>
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<ResponsiveContainer width="100%" height={280}>
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<ResponsiveContainer width="100%" height={200}>
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<PieChart>
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<ChartPatternDefs
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prefix="cat-pie"
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@ -94,9 +94,11 @@ export default function CategoryPieChart({
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))}
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</Pie>
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<Tooltip
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formatter={(value) =>
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new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" }).format(Number(value))
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}
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formatter={(value) => {
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const amount = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" }).format(Number(value));
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const pct = total > 0 ? ` (${Math.round((Number(value) / total) * 100)}%)` : "";
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return `${amount}${pct}`;
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}}
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contentStyle={{
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backgroundColor: "var(--card)",
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border: "1px solid var(--border)",
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@ -110,7 +112,7 @@ export default function CategoryPieChart({
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</ResponsiveContainer>
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</div>
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<div className="flex flex-wrap gap-x-4 gap-y-1 mt-2">
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<div className="flex flex-wrap gap-x-4 gap-y-1 mt-2 max-h-0 overflow-hidden opacity-0 group-hover:max-h-96 group-hover:opacity-100 transition-all duration-300">
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{data.map((item, index) => {
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const isHidden = hiddenCategories.has(item.category_name);
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return (
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@ -126,7 +126,7 @@ export default function DashboardPage() {
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))}
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</div>
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<div className="grid grid-cols-1 lg:grid-cols-2 gap-4 mb-6">
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<div className="grid grid-cols-1 lg:grid-cols-[2fr_3fr] gap-4 mb-6">
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<div>
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesByCategory")}</h2>
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<CategoryPieChart
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@ -404,13 +404,30 @@ export async function getBudgetVsActualData(
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rows.push(parent);
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// Sort: "(direct)" first, then subtotals with their children, then alphabetical leaves
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allChildRows.sort((a, b) => {
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if (a.category_id === cat.id && !a.is_parent) return -1;
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if (b.category_id === cat.id && !b.is_parent) return 1;
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return a.category_name.localeCompare(b.category_name);
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// Sort child rows while keeping depth-2 children grouped under their depth-1 parent
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// Build groups: each depth-1 row optionally followed by its depth-2 children
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const depth1Groups: { head: BudgetVsActualRow; children: BudgetVsActualRow[] }[] = [];
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for (const row of allChildRows) {
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if ((row.depth ?? 0) <= 1) {
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depth1Groups.push({ head: row, children: [] });
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}
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}
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for (const row of allChildRows) {
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if ((row.depth ?? 0) === 2) {
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const parentGroup = depth1Groups.find((g) => g.head.category_id === row.parent_id);
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if (parentGroup) parentGroup.children.push(row);
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}
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}
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// Sort groups: "(direct)" first, then alphabetical by group name
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depth1Groups.sort((a, b) => {
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if (a.head.category_id === cat.id && !a.head.is_parent) return -1;
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if (b.head.category_id === cat.id && !b.head.is_parent) return 1;
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return a.head.category_name.localeCompare(b.head.category_name);
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});
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rows.push(...allChildRows);
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// Flatten: each group's head followed by its children
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for (const group of depth1Groups) {
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rows.push(group.head, ...group.children);
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}
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}
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}
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@ -442,12 +459,8 @@ export async function getBudgetVsActualData(
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if (orderA !== orderB) return orderA - orderB;
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return (catA?.name ?? "").localeCompare(catB?.name ?? "");
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}
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// Within same group: sort by depth, then parent before children
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if (a.is_parent !== b.is_parent && (a.depth ?? 0) === (b.depth ?? 0)) return a.is_parent ? -1 : 1;
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if ((a.depth ?? 0) !== (b.depth ?? 0)) return (a.depth ?? 0) - (b.depth ?? 0);
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if (a.parent_id && a.category_id === a.parent_id) return -1;
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if (b.parent_id && b.category_id === b.parent_id) return 1;
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return a.category_name.localeCompare(b.category_name);
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// Within same group: preserve insertion order (already correctly structured)
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return 0;
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});
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return rows;
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