fix: display level 4+ categories under their parent in dashboard (#23) #28
8 changed files with 77 additions and 117 deletions
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@ -5,6 +5,14 @@
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### Ajouté
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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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- 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 : les catégories de niveau 4+ apparaissent maintenant sous leur parent au lieu du bas de la section (#23)
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- Tableau de bord : la hiérarchie de catégories supporte maintenant une profondeur de niveaux arbitraire (#23)
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### Modifié
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- Tableau de bord : le graphique circulaire prend 1/3 de la largeur au lieu de 1/2, donnant plus d'espace au tableau budget (#23)
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- Tableau de bord : les étiquettes du graphique circulaire s'affichent uniquement au survol via le tooltip (#23)
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## [0.6.3]
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## [0.6.3]
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### Ajouté
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### Ajouté
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@ -5,6 +5,14 @@
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### Added
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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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- 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: level 4+ categories now appear under their parent instead of at the bottom of the section (#23)
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- Dashboard: category hierarchy now supports arbitrary nesting depth (#23)
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### Changed
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- Dashboard: pie chart takes 1/3 width instead of 1/2, giving more space to the budget table (#23)
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- Dashboard: pie chart labels now shown only on hover via tooltip instead of permanent legend (#23)
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## [0.6.3]
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## [0.6.3]
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### Added
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### Added
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@ -18,7 +18,7 @@ const MONTH_KEYS = [
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const STORAGE_KEY = "subtotals-position";
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const STORAGE_KEY = "subtotals-position";
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function reorderRows<T extends { is_parent: boolean; parent_id: number | null; category_id: number; depth?: 0 | 1 | 2 }>(
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function reorderRows<T extends { is_parent: boolean; parent_id: number | null; category_id: number; depth?: number }>(
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rows: T[],
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rows: T[],
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subtotalsOnTop: boolean,
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subtotalsOnTop: boolean,
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): T[] {
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): T[] {
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@ -3,7 +3,7 @@ import { useTranslation } from "react-i18next";
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import { PieChart, Pie, Cell, ResponsiveContainer, Tooltip } from "recharts";
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import { PieChart, Pie, Cell, ResponsiveContainer, Tooltip } from "recharts";
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import { Eye } from "lucide-react";
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import { Eye } from "lucide-react";
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import type { CategoryBreakdownItem } from "../../shared/types";
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import type { CategoryBreakdownItem } from "../../shared/types";
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import { ChartPatternDefs, getPatternFill, PatternSwatch } from "../../utils/chartPatterns";
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import { ChartPatternDefs, getPatternFill } from "../../utils/chartPatterns";
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import ChartContextMenu from "../shared/ChartContextMenu";
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import ChartContextMenu from "../shared/ChartContextMenu";
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interface CategoryPieChartProps {
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interface CategoryPieChartProps {
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@ -67,7 +67,7 @@ export default function CategoryPieChart({
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)}
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)}
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<div onContextMenu={handleContextMenu}>
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<div onContextMenu={handleContextMenu}>
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<ResponsiveContainer width="100%" height={280}>
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<ResponsiveContainer width="100%" height={220}>
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<PieChart>
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<PieChart>
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<ChartPatternDefs
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<ChartPatternDefs
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prefix="cat-pie"
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prefix="cat-pie"
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@ -79,8 +79,8 @@ export default function CategoryPieChart({
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nameKey="category_name"
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nameKey="category_name"
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cx="50%"
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cx="50%"
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cy="50%"
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cy="50%"
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innerRadius={50}
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innerRadius={40}
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outerRadius={100}
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outerRadius={85}
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paddingAngle={2}
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paddingAngle={2}
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>
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>
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{visibleData.map((item, index) => (
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{visibleData.map((item, index) => (
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@ -94,9 +94,11 @@ export default function CategoryPieChart({
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))}
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))}
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</Pie>
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</Pie>
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<Tooltip
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<Tooltip
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formatter={(value) =>
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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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const formatted = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" }).format(Number(value));
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}
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const pct = total > 0 ? ` (${Math.round((Number(value) / total) * 100)}%)` : "";
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return `${formatted}${pct}`;
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}}
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contentStyle={{
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contentStyle={{
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backgroundColor: "var(--card)",
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backgroundColor: "var(--card)",
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border: "1px solid var(--border)",
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border: "1px solid var(--border)",
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@ -110,29 +112,6 @@ export default function CategoryPieChart({
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</ResponsiveContainer>
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</ResponsiveContainer>
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</div>
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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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{data.map((item, index) => {
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const isHidden = hiddenCategories.has(item.category_name);
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return (
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<button
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key={index}
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className={`flex items-center gap-1.5 text-sm ${isHidden ? "opacity-40" : ""}`}
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onContextMenu={(e) => {
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e.preventDefault();
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setContextMenu({ x: e.clientX, y: e.clientY, item });
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}}
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onClick={() => isHidden ? onToggleHidden(item.category_name) : undefined}
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title={isHidden ? t("charts.clickToShow") : undefined}
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>
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<PatternSwatch index={index} color={item.category_color} prefix="cat-pie" />
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<span className="text-[var(--muted-foreground)]">
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{item.category_name} {total > 0 && !isHidden ? `${Math.round((item.total / total) * 100)}%` : ""}
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</span>
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</button>
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);
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})}
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</div>
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{contextMenu && (
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{contextMenu && (
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<ChartContextMenu
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<ChartContextMenu
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x={contextMenu.x}
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x={contextMenu.x}
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@ -25,7 +25,7 @@ interface BudgetVsActualTableProps {
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const STORAGE_KEY = "subtotals-position";
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const STORAGE_KEY = "subtotals-position";
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function reorderRows<T extends { is_parent: boolean; parent_id: number | null; category_id: number; depth?: 0 | 1 | 2 }>(
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function reorderRows<T extends { is_parent: boolean; parent_id: number | null; category_id: number; depth?: number }>(
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rows: T[],
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rows: T[],
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subtotalsOnTop: boolean,
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subtotalsOnTop: boolean,
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): T[] {
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): T[] {
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@ -215,7 +215,7 @@ export default function BudgetVsActualTable({ data }: BudgetVsActualTableProps)
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const isParent = row.is_parent;
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const isParent = row.is_parent;
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const depth = row.depth ?? (row.parent_id !== null && !row.is_parent ? 1 : 0);
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const depth = row.depth ?? (row.parent_id !== null && !row.is_parent ? 1 : 0);
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const isIntermediateParent = isParent && depth === 1;
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const isIntermediateParent = isParent && depth === 1;
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const paddingClass = depth === 2 ? "pl-14" : depth === 1 ? "pl-8" : "px-3";
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const paddingClass = depth >= 3 ? "pl-20" : depth === 2 ? "pl-14" : depth === 1 ? "pl-8" : "px-3";
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return (
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return (
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<tr
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<tr
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key={`${row.category_id}-${row.is_parent}-${depth}`}
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key={`${row.category_id}-${row.is_parent}-${depth}`}
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@ -126,8 +126,8 @@ export default function DashboardPage() {
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))}
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))}
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</div>
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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-3 gap-4 mb-6">
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<div>
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<div className="lg:col-span-1">
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesByCategory")}</h2>
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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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<CategoryPieChart
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data={categoryBreakdown}
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data={categoryBreakdown}
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@ -137,7 +137,7 @@ export default function DashboardPage() {
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onViewDetails={viewDetails}
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onViewDetails={viewDetails}
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/>
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/>
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</div>
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</div>
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<div>
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<div className="lg:col-span-2">
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.budgetVsActual")}</h2>
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.budgetVsActual")}</h2>
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<BudgetVsActualTable data={budgetVsActual} />
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<BudgetVsActualTable data={budgetVsActual} />
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</div>
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</div>
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@ -231,7 +231,6 @@ export async function getBudgetVsActualData(
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}
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}
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// Index categories
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// Index categories
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const catById = new Map(allCategories.map((c) => [c.id, c]));
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const childrenByParent = new Map<number, Category[]>();
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const childrenByParent = new Map<number, Category[]>();
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for (const cat of allCategories) {
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for (const cat of allCategories) {
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if (cat.parent_id) {
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if (cat.parent_id) {
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@ -244,7 +243,7 @@ export async function getBudgetVsActualData(
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const signFor = (type: string) => (type === "expense" ? -1 : 1);
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const signFor = (type: string) => (type === "expense" ? -1 : 1);
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// Compute leaf row values
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// Compute leaf row values
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function buildLeaf(cat: Category, parentId: number | null, depth: 0 | 1 | 2): BudgetVsActualRow {
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function buildLeaf(cat: Category, parentId: number | null, depth: number): BudgetVsActualRow {
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const sign = signFor(cat.type);
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const sign = signFor(cat.type);
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const monthMap = entryMap.get(cat.id);
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const monthMap = entryMap.get(cat.id);
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const rawMonthBudget = monthMap?.get(month) ?? 0;
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const rawMonthBudget = monthMap?.get(month) ?? 0;
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@ -281,7 +280,7 @@ export async function getBudgetVsActualData(
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};
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};
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}
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}
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function buildSubtotal(cat: Category, childRows: BudgetVsActualRow[], parentId: number | null, depth: 0 | 1 | 2): BudgetVsActualRow {
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function buildSubtotal(cat: Category, childRows: BudgetVsActualRow[], parentId: number | null, depth: number): BudgetVsActualRow {
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const row: BudgetVsActualRow = {
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const row: BudgetVsActualRow = {
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category_id: cat.id,
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category_id: cat.id,
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category_name: cat.name,
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category_name: cat.name,
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@ -323,35 +322,40 @@ export async function getBudgetVsActualData(
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);
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);
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}
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}
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// Build rows for a level-2 parent (intermediate parent with grandchildren)
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// Build rows for a sub-group (recursive, supports arbitrary depth)
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function buildLevel2Group(cat: Category, grandparentId: number): BudgetVsActualRow[] {
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function buildSubGroup(cat: Category, groupParentId: number, depth: number): BudgetVsActualRow[] {
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const grandchildren = (childrenByParent.get(cat.id) || []).filter((c) => c.is_inputable);
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const subChildren = childrenByParent.get(cat.id) || [];
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if (grandchildren.length === 0 && cat.is_inputable) {
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const hasSubChildren = subChildren.some(
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// Leaf at level 2
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(c) => c.is_inputable || (childrenByParent.get(c.id) || []).length > 0
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const leaf = buildLeaf(cat, grandparentId, 2);
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);
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if (!hasSubChildren && cat.is_inputable) {
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const leaf = buildLeaf(cat, groupParentId, depth);
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return isRowAllZero(leaf) ? [] : [leaf];
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return isRowAllZero(leaf) ? [] : [leaf];
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}
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}
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if (grandchildren.length === 0) return [];
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if (!hasSubChildren) return [];
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const gcRows: BudgetVsActualRow[] = [];
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const childRows: BudgetVsActualRow[] = [];
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if (cat.is_inputable) {
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if (cat.is_inputable) {
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const direct = buildLeaf(cat, cat.id, 2);
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const direct = buildLeaf(cat, cat.id, depth + 1);
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direct.category_name = `${cat.name} (direct)`;
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direct.category_name = `${cat.name} (direct)`;
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if (!isRowAllZero(direct)) gcRows.push(direct);
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if (!isRowAllZero(direct)) childRows.push(direct);
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}
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}
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for (const gc of grandchildren) {
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for (const child of subChildren) {
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const leaf = buildLeaf(gc, cat.id, 2);
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const grandchildren = childrenByParent.get(child.id) || [];
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if (!isRowAllZero(leaf)) gcRows.push(leaf);
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if (grandchildren.length > 0) {
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const subRows = buildSubGroup(child, cat.id, depth + 1);
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childRows.push(...subRows);
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} else if (child.is_inputable) {
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const leaf = buildLeaf(child, cat.id, depth + 1);
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if (!isRowAllZero(leaf)) childRows.push(leaf);
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}
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}
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if (gcRows.length === 0) return [];
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}
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if (childRows.length === 0) return [];
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const subtotal = buildSubtotal(cat, gcRows, grandparentId, 1);
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const leafRows = childRows.filter((r) => !r.is_parent);
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gcRows.sort((a, b) => {
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const subtotal = buildSubtotal(cat, leafRows, groupParentId, depth);
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if (a.category_id === cat.id) return -1;
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return [subtotal, ...childRows];
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if (b.category_id === cat.id) return 1;
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return a.category_name.localeCompare(b.category_name);
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});
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return [subtotal, ...gcRows];
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}
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}
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const rows: BudgetVsActualRow[] = [];
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const rows: BudgetVsActualRow[] = [];
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@ -359,15 +363,15 @@ export async function getBudgetVsActualData(
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for (const cat of topLevel) {
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for (const cat of topLevel) {
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const children = childrenByParent.get(cat.id) || [];
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const children = childrenByParent.get(cat.id) || [];
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const inputableChildren = children.filter((c) => c.is_inputable);
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const hasChildren = children.some(
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// Also check for non-inputable intermediate parents that have their own children
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(c) => c.is_inputable || (childrenByParent.get(c.id) || []).length > 0
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const intermediateParents = children.filter((c) => !c.is_inputable && (childrenByParent.get(c.id) || []).length > 0);
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);
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if (inputableChildren.length === 0 && intermediateParents.length === 0 && cat.is_inputable) {
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if (!hasChildren && cat.is_inputable) {
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// Standalone leaf at level 0
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// Standalone leaf at level 0
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const leaf = buildLeaf(cat, null, 0);
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const leaf = buildLeaf(cat, null, 0);
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if (!isRowAllZero(leaf)) rows.push(leaf);
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if (!isRowAllZero(leaf)) rows.push(leaf);
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} else if (inputableChildren.length > 0 || intermediateParents.length > 0) {
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} else if (hasChildren) {
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const allChildRows: BudgetVsActualRow[] = [];
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const allChildRows: BudgetVsActualRow[] = [];
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// Direct transactions on the parent itself
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// Direct transactions on the parent itself
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@ -377,25 +381,18 @@ export async function getBudgetVsActualData(
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if (!isRowAllZero(direct)) allChildRows.push(direct);
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if (!isRowAllZero(direct)) allChildRows.push(direct);
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}
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}
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// Level-2 leaves (direct children that are inputable and have no children)
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// Process all children in sort order (preserves tree structure)
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for (const child of inputableChildren) {
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for (const child of children) {
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const grandchildren = childrenByParent.get(child.id) || [];
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const grandchildren = childrenByParent.get(child.id) || [];
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if (grandchildren.length === 0) {
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if (grandchildren.length > 0) {
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const subRows = buildSubGroup(child, cat.id, 1);
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allChildRows.push(...subRows);
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} else if (child.is_inputable) {
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const leaf = buildLeaf(child, cat.id, 1);
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const leaf = buildLeaf(child, cat.id, 1);
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if (!isRowAllZero(leaf)) allChildRows.push(leaf);
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if (!isRowAllZero(leaf)) allChildRows.push(leaf);
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} else {
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// This child has its own children — it's an intermediate parent at level 1
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const subRows = buildLevel2Group(child, cat.id);
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allChildRows.push(...subRows);
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}
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}
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}
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}
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// Non-inputable intermediate parents at level 1
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for (const ip of intermediateParents) {
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const subRows = buildLevel2Group(ip, cat.id);
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allChildRows.push(...subRows);
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}
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if (allChildRows.length === 0) continue;
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if (allChildRows.length === 0) continue;
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// Collect only leaf rows for parent subtotal (avoid double-counting)
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// Collect only leaf rows for parent subtotal (avoid double-counting)
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@ -403,51 +400,19 @@ export async function getBudgetVsActualData(
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const parent = buildSubtotal(cat, leafRows, null, 0);
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const parent = buildSubtotal(cat, leafRows, null, 0);
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rows.push(parent);
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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);
|
|
||||||
});
|
|
||||||
rows.push(...allChildRows);
|
rows.push(...allChildRows);
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
// Sort by type, then within same type keep parent+children groups together
|
// Sort by type only, preserving tree order within groups (already built correctly)
|
||||||
|
const rowOrder = new Map<BudgetVsActualRow, number>();
|
||||||
|
rows.forEach((r, i) => rowOrder.set(r, i));
|
||||||
|
|
||||||
rows.sort((a, b) => {
|
rows.sort((a, b) => {
|
||||||
const typeA = TYPE_ORDER[a.category_type] ?? 9;
|
const typeA = TYPE_ORDER[a.category_type] ?? 9;
|
||||||
const typeB = TYPE_ORDER[b.category_type] ?? 9;
|
const typeB = TYPE_ORDER[b.category_type] ?? 9;
|
||||||
if (typeA !== typeB) return typeA - typeB;
|
if (typeA !== typeB) return typeA - typeB;
|
||||||
// Find the top-level group id
|
return rowOrder.get(a)! - rowOrder.get(b)!;
|
||||||
function getGroupId(r: BudgetVsActualRow): number {
|
|
||||||
if (r.depth === 0) return r.category_id;
|
|
||||||
if (r.is_parent && r.parent_id === null) return r.category_id;
|
|
||||||
// Walk up to find the root
|
|
||||||
let pid = r.parent_id;
|
|
||||||
while (pid !== null) {
|
|
||||||
const pCat = catById.get(pid);
|
|
||||||
if (!pCat || !pCat.parent_id) return pid;
|
|
||||||
pid = pCat.parent_id;
|
|
||||||
}
|
|
||||||
return r.category_id;
|
|
||||||
}
|
|
||||||
const groupA = getGroupId(a);
|
|
||||||
const groupB = getGroupId(b);
|
|
||||||
if (groupA !== groupB) {
|
|
||||||
const catA = catById.get(groupA);
|
|
||||||
const catB = catById.get(groupB);
|
|
||||||
const orderA = catA?.sort_order ?? 999;
|
|
||||||
const orderB = catB?.sort_order ?? 999;
|
|
||||||
if (orderA !== orderB) return orderA - orderB;
|
|
||||||
return (catA?.name ?? "").localeCompare(catB?.name ?? "");
|
|
||||||
}
|
|
||||||
// Within same group: sort by depth, then parent before children
|
|
||||||
if (a.is_parent !== b.is_parent && (a.depth ?? 0) === (b.depth ?? 0)) return a.is_parent ? -1 : 1;
|
|
||||||
if ((a.depth ?? 0) !== (b.depth ?? 0)) return (a.depth ?? 0) - (b.depth ?? 0);
|
|
||||||
if (a.parent_id && a.category_id === a.parent_id) return -1;
|
|
||||||
if (b.parent_id && b.category_id === b.parent_id) return 1;
|
|
||||||
return a.category_name.localeCompare(b.category_name);
|
|
||||||
});
|
});
|
||||||
|
|
||||||
return rows;
|
return rows;
|
||||||
|
|
|
||||||
|
|
@ -139,7 +139,7 @@ export interface BudgetYearRow {
|
||||||
category_type: "expense" | "income" | "transfer";
|
category_type: "expense" | "income" | "transfer";
|
||||||
parent_id: number | null;
|
parent_id: number | null;
|
||||||
is_parent: boolean;
|
is_parent: boolean;
|
||||||
depth?: 0 | 1 | 2;
|
depth?: number;
|
||||||
months: number[]; // index 0-11 = Jan-Dec planned amounts
|
months: number[]; // index 0-11 = Jan-Dec planned amounts
|
||||||
annual: number; // computed sum
|
annual: number; // computed sum
|
||||||
previousYearTotal: number; // total budget from the previous year
|
previousYearTotal: number; // total budget from the previous year
|
||||||
|
|
@ -332,7 +332,7 @@ export interface BudgetVsActualRow {
|
||||||
category_type: "expense" | "income" | "transfer";
|
category_type: "expense" | "income" | "transfer";
|
||||||
parent_id: number | null;
|
parent_id: number | null;
|
||||||
is_parent: boolean;
|
is_parent: boolean;
|
||||||
depth?: 0 | 1 | 2;
|
depth?: number;
|
||||||
monthActual: number;
|
monthActual: number;
|
||||||
monthBudget: number;
|
monthBudget: number;
|
||||||
monthVariation: number;
|
monthVariation: number;
|
||||||
|
|
|
||||||
Loading…
Reference in a new issue