reconciliation statement page / dialog supports account balance trends chart (#184)

This commit is contained in:
MaysWind
2025-08-04 01:22:36 +08:00
parent 15d1d269ae
commit 14b4e40039
26 changed files with 917 additions and 29 deletions
@@ -0,0 +1,183 @@
import { computed } from 'vue';
import { useI18n } from '@/locales/helpers.ts';
import {
type UnixTimeRange,
type YearUnixTime,
type YearQuarterUnixTime,
type YearMonthUnixTime,
YearMonthDayUnixTime,
} from '@/core/datetime.ts';
import type { FiscalYearUnixTime } from '@/core/fiscalyear.ts';
import { ChartDateAggregationType } from '@/core/statistics.ts';
import type { TransactionReconciliationStatementResponseItem } from '@/models/transaction.ts';
import { isDefined, isArray } from '@/lib/common.ts';
import {
getYearAndMonthFromUnixTime,
getYearFirstUnixTimeBySpecifiedUnixTime,
getQuarterFirstUnixTimeBySpecifiedUnixTime,
getMonthFirstUnixTimeBySpecifiedUnixTime,
getDayFirstUnixTimeBySpecifiedUnixTime,
getAllDaysStartAndEndUnixTimes,
getFiscalYearStartUnixTime
} from '@/lib/datetime.ts';
import { getAllDateRangesByYearMonthRange } from '@/lib/statistics.ts';
export interface AccountBalanceUnixTimeAndBalanceRange extends UnixTimeRange {
minUnixTimeBalance: number;
maxUnixTimeBalance: number;
}
export interface AccountBalanceTrendsChartItem {
displayDate: string;
amount: number;
}
export interface CommonAccountBalanceTrendsChartProps {
items: TransactionReconciliationStatementResponseItem[] | undefined;
dateAggregationType?: number;
fiscalYearStart: number;
accountCurrency: string;
}
export function useAccountBalanceTrendsChartBase(props: CommonAccountBalanceTrendsChartProps) {
const { formatUnixTimeToShortDate, formatUnixTimeToShortYear, formatUnixTimeToShortYearMonth, formatUnixTimeToYearQuarter, formatUnixTimeToFiscalYear } = useI18n();
const dataDateRange = computed<AccountBalanceUnixTimeAndBalanceRange | null>(() => {
if (!props.items || props.items.length < 1) {
return null;
}
let minUnixTime = Number.MAX_SAFE_INTEGER, maxUnixTime = 0;
let minUnixTimeBalance = 0, maxUnixTimeBalance = 0;
for (let i = 0; i < props.items.length; i++) {
const item = props.items[i];
if (item.time < minUnixTime) {
minUnixTime = item.time;
minUnixTimeBalance = item.accountBalance;
}
if (item.time > maxUnixTime) {
maxUnixTime = item.time;
maxUnixTimeBalance = item.accountBalance;
}
}
if (minUnixTime >= Number.MAX_SAFE_INTEGER || maxUnixTime <= 0) {
return null;
}
return {
minUnixTime: minUnixTime,
maxUnixTime: maxUnixTime,
minUnixTimeBalance: minUnixTimeBalance,
maxUnixTimeBalance: maxUnixTimeBalance
};
});
const allDateRanges = computed<YearUnixTime[] | FiscalYearUnixTime[] | YearQuarterUnixTime[] | YearMonthUnixTime[] | YearMonthDayUnixTime[]>(() => {
if (!dataDateRange.value) {
return [];
}
if (!isDefined(props.dateAggregationType)) {
return getAllDaysStartAndEndUnixTimes(dataDateRange.value.minUnixTime, dataDateRange.value.maxUnixTime);
} else {
const startYearMonth = getYearAndMonthFromUnixTime(dataDateRange.value.minUnixTime);
const endYearMonth = getYearAndMonthFromUnixTime(dataDateRange.value.maxUnixTime);
return getAllDateRangesByYearMonthRange(startYearMonth, endYearMonth, props.fiscalYearStart, props.dateAggregationType);
}
});
const allDataItems = computed<AccountBalanceTrendsChartItem[]>(() => {
const ret: AccountBalanceTrendsChartItem[] = [];
if (!dataDateRange.value || !allDateRanges.value || allDateRanges.value.length < 1 || !props.items || props.items.length < 1) {
return ret;
}
const dayDataItemsMap: Record<number, TransactionReconciliationStatementResponseItem[]> = {};
for (let i = 0; i < props.items.length; i++) {
const dateItem = props.items[i];
let dateRangeMinUnixTime = 0;
if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
dateRangeMinUnixTime = getYearFirstUnixTimeBySpecifiedUnixTime(dateItem.time);
} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
dateRangeMinUnixTime = getFiscalYearStartUnixTime(dateItem.time, props.fiscalYearStart);
} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type) {
dateRangeMinUnixTime = getQuarterFirstUnixTimeBySpecifiedUnixTime(dateItem.time);
} else if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
dateRangeMinUnixTime = getMonthFirstUnixTimeBySpecifiedUnixTime(dateItem.time);
} else {
dateRangeMinUnixTime = getDayFirstUnixTimeBySpecifiedUnixTime(dateItem.time);
}
const dataItems: TransactionReconciliationStatementResponseItem[] = dayDataItemsMap[dateRangeMinUnixTime] || [];
dataItems.push(dateItem);
dayDataItemsMap[dateRangeMinUnixTime] = dataItems;
}
let lastAmount = dataDateRange.value.minUnixTimeBalance;
for (let i = 0; i < allDateRanges.value.length; i++) {
const dateRange = allDateRanges.value[i];
const dataItems = dayDataItemsMap[dateRange.minUnixTime];
let displayDate = '';
if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
displayDate = formatUnixTimeToShortYear(dateRange.minUnixTime);
} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
displayDate = formatUnixTimeToFiscalYear(dateRange.minUnixTime);
} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type) {
displayDate = formatUnixTimeToYearQuarter(dateRange.minUnixTime);
} else if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
displayDate = formatUnixTimeToShortYearMonth(dateRange.minUnixTime);
} else {
displayDate = formatUnixTimeToShortDate(dateRange.minUnixTime);
}
if (isArray(dataItems)) {
let lastUnixTime = 0;
for (let i = 0; i < dataItems.length; i++) {
const dataItem = dataItems[i];
if (dataItem.time >= lastUnixTime) {
lastUnixTime = dataItem.time;
lastAmount = dataItem.accountBalance;
}
}
}
ret.push({
displayDate: displayDate,
amount: lastAmount
});
}
return ret;
});
const allDisplayDateRanges = computed<string[]>(() => {
if (!allDataItems.value || allDataItems.value.length < 1) {
return [];
}
return allDataItems.value.map(item => item.displayDate);
});
return {
// computed states
allDateRanges,
allDataItems,
allDisplayDateRanges
};
}
@@ -0,0 +1,184 @@
<template>
<v-chart autoresize class="account-balance-trends-chart-container" :class="{ 'transition-in': skeleton }" :option="chartOptions"/>
</template>
<script setup lang="ts">
import { computed } from 'vue';
import { useTheme } from 'vuetify';
import type { CallbackDataParams } from 'echarts/types/dist/shared';
import { useI18n } from '@/locales/helpers.ts';
import { type CommonAccountBalanceTrendsChartProps, useAccountBalanceTrendsChartBase } from '@/components/base/AccountBalanceTrendsChartBase.ts'
import type { ColorValue } from '@/core/color.ts';
import { ThemeType } from '@/core/theme.ts';
import { TrendChartType } from '@/core/statistics.ts';
import { DEFAULT_CHART_COLORS } from '@/consts/color.ts';
interface DesktopAccountBalanceTrendsChartProps extends CommonAccountBalanceTrendsChartProps {
legendName: string;
skeleton?: boolean;
type?: number;
}
interface AccountBalanceTrendsChartDataItem {
id: string;
name: string;
itemStyle: {
color: ColorValue;
};
selected: boolean;
type: string;
areaStyle?: object;
stack: string;
animation: boolean;
data: number[];
}
const props = defineProps<DesktopAccountBalanceTrendsChartProps>();
const theme = useTheme();
const { formatAmountWithCurrency } = useI18n();
const { allDataItems, allDisplayDateRanges } = useAccountBalanceTrendsChartBase(props);
const isDarkMode = computed<boolean>(() => theme.global.name.value === ThemeType.Dark);
const allSeries = computed<AccountBalanceTrendsChartDataItem[]>(() => {
const series: AccountBalanceTrendsChartDataItem = {
id: 'accountBalance',
name: props.legendName,
itemStyle: {
color: `#${DEFAULT_CHART_COLORS[0]}`
},
selected: true,
type: 'line',
stack: 'a',
animation: !props.skeleton,
data: []
};
if (props.type === TrendChartType.Area.type) {
series.areaStyle = {};
} else if (props.type === TrendChartType.Column.type) {
series.type = 'bar';
}
for (let i = 0; i < allDataItems.value.length; i++) {
const item = allDataItems.value[i];
series.data.push(item.amount);
}
return [series];
});
const yAxisWidth = computed<number>(() => {
let maxValue = Number.MIN_SAFE_INTEGER;
let minValue = Number.MAX_SAFE_INTEGER;
let width = 90;
if (!allSeries.value || !allSeries.value.length) {
return width;
}
for (let i = 0; i < allSeries.value.length; i++) {
for (let j = 0; j < allSeries.value[i].data.length; j++) {
const value = allSeries.value[i].data[j];
if (value > maxValue) {
maxValue = value;
}
if (value < minValue) {
minValue = value;
}
}
}
const maxValueText = formatAmountWithCurrency(maxValue, props.accountCurrency);
const minValueText = formatAmountWithCurrency(minValue, props.accountCurrency);
const maxLengthText = maxValueText.length > minValueText.length ? maxValueText : minValueText;
const canvas = document.createElement('canvas');
const context = canvas.getContext('2d');
if (context) {
context.font = '12px Arial';
const textMetrics = context.measureText(maxLengthText);
const actualWidth = Math.round(textMetrics.width) + 20;
if (actualWidth >= 200) {
width = 200;
} if (actualWidth > 90) {
width = actualWidth;
}
}
return width;
});
const chartOptions = computed<object>(() => {
return {
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'cross',
label: {
backgroundColor: isDarkMode.value ? '#333' : '#fff',
color: isDarkMode.value ? '#eee' : '#333'
},
},
backgroundColor: isDarkMode.value ? '#333' : '#fff',
borderColor: isDarkMode.value ? '#333' : '#fff',
textStyle: {
color: isDarkMode.value ? '#eee' : '#333'
},
formatter: (params: CallbackDataParams[]) => {
const amount = params[0].data as number;
const value = formatAmountWithCurrency(amount, props.accountCurrency);
return `${params[0].name}<br/>`
+ '<div><span class="chart-pointer" style="background-color: #' + DEFAULT_CHART_COLORS[0] + '"></span>'
+ `<span>${props.legendName}</span><span style="margin-left: 20px; float: right">${value}</span><br/>`
+ '</div>';
}
},
grid: {
left: yAxisWidth.value,
right: 20
},
xAxis: [
{
type: 'category',
data: allDisplayDateRanges.value
}
],
yAxis: [
{
type: 'value',
axisLabel: {
formatter: (value: string) => {
return formatAmountWithCurrency(value, props.accountCurrency);
}
},
axisPointer: {
label: {
formatter: (params: CallbackDataParams) => {
return formatAmountWithCurrency(Math.floor(params.value as number), props.accountCurrency);
}
}
}
}
],
series: allSeries.value
};
});
</script>
<style scoped>
.account-balance-trends-chart-container {
width: 100%;
height: 400px;
margin-top: 10px;
}
</style>
@@ -0,0 +1,133 @@
<template>
<f7-list class="skeleton-text margin-top-half" media-list v-if="loading">
<f7-list-item class="account-balance-trends-list-item" title="Date Range" after="0.00 USD"
:key="itemIdx" v-for="itemIdx in [ 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12 ]">
<template #media>
<f7-icon f7="app_fill"></f7-icon>
</template>
<template #inner>
<div class="display-flex padding-top-half">
<div class="account-balance-percent-line width-100">
<f7-progressbar :progress="0"></f7-progressbar>
</div>
</div>
</template>
</f7-list-item>
</f7-list>
<f7-list v-else-if="!loading && (!allVirtualListItems || !allVirtualListItems.length)">
<f7-list-item :title="tt('No transaction data')"></f7-list-item>
</f7-list>
<f7-list class="margin-top-half" media-list virtual-list :virtual-list-params="{ items: allVirtualListItems, renderExternal, height: 'auto' }"
:key="`account-balance-trends-${dateAggregationType}`"
v-else-if="!loading && allVirtualListItems && allVirtualListItems.length > 0">
<ul>
<f7-list-item class="account-balance-trends-list-item"
:key="item.index"
:style="`top: ${virtualDataItems.topPosition}px`"
:virtual-list-index="item.index"
:title="item.displayDate"
:after="formatAmountWithCurrency(item.amount, accountCurrency)"
v-for="item in virtualDataItems.items"
>
<template #media>
<f7-icon f7="calendar"></f7-icon>
</template>
<template #inner>
<div class="display-flex padding-top-half">
<div class="account-balance-percent-line" :style="{ 'width': item.percent + '%' }">
<f7-progressbar :progress="100" :style="{ '--f7-progressbar-progress-color': (item.color ? item.color : '') } "></f7-progressbar>
</div>
<div class="account-balance-percent-line" :style="{ 'width': (100.0 - item.percent) + '%' }"
v-if="item.percent < 100.0">
<f7-progressbar :progress="0"></f7-progressbar>
</div>
</div>
</template>
</f7-list-item>
</ul>
</f7-list>
</template>
<script setup lang="ts">
import { ref, computed } from 'vue';
import { useI18n } from '@/locales/helpers.ts';
import {
type AccountBalanceTrendsChartItem,
type CommonAccountBalanceTrendsChartProps,
useAccountBalanceTrendsChartBase
} from '@/components/base/AccountBalanceTrendsChartBase.ts'
import type { ColorValue } from '@/core/color.ts';
import { DEFAULT_CHART_COLORS } from '@/consts/color.ts';
interface MobileAccountBalanceTrendsChartItem extends AccountBalanceTrendsChartItem {
index: number;
percent: number;
color: ColorValue;
}
interface MobileAccountBalanceTrendsChartProps extends CommonAccountBalanceTrendsChartProps {
loading?: boolean;
}
interface MobileAccountBalanceTrendsChartVirtualListData {
items: MobileAccountBalanceTrendsChartItem[],
topPosition: number
}
const props = defineProps<MobileAccountBalanceTrendsChartProps>();
const { tt, formatAmountWithCurrency } = useI18n();
const { allDataItems } = useAccountBalanceTrendsChartBase(props);
const virtualDataItems = ref<MobileAccountBalanceTrendsChartVirtualListData>({
items: [],
topPosition: 0
});
const allVirtualListItems = computed<MobileAccountBalanceTrendsChartItem[]>(() => {
const ret: MobileAccountBalanceTrendsChartItem[] = [];
let maxAmount = 0;
for (let i = 0; i < allDataItems.value.length; i++) {
const dataItem = allDataItems.value[i];
if (dataItem.amount > maxAmount) {
maxAmount = dataItem.amount;
}
const finalDataItem: MobileAccountBalanceTrendsChartItem = {
index: i,
displayDate: dataItem.displayDate,
amount: dataItem.amount,
color: `#${DEFAULT_CHART_COLORS[0]}`,
percent: 0.0
};
ret.push(finalDataItem);
}
for (let i = 0; i < ret.length; i++) {
if (maxAmount > 0 && ret[i].amount > 0) {
ret[i].percent = 100.0 * ret[i].amount / maxAmount;
} else {
ret[i].percent = 0.0;
}
}
return ret;
});
function renderExternal(vl: unknown, vlData: MobileAccountBalanceTrendsChartVirtualListData): void {
virtualDataItems.value = vlData;
}
</script>
<style>
.account-balance-trends-list-item .account-balance-percent-line {
--f7-progressbar-bg-color: #f8f8f8;
}
</style>