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add asset trends in statistics & analysis (#314)

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MaysWind
2025-11-09 22:51:46 +08:00
parent d3abb279e3
commit 4c8bb5a0b7
52 changed files with 1917 additions and 266 deletions
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src/core/statistics.ts
+46 -10
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@@ -3,7 +3,13 @@ import { DateRange } from '@/core/datetime.ts';
export enum StatisticsAnalysisType {
CategoricalAnalysis = 0,
TrendAnalysis = 1
TrendAnalysis = 1,
AssetTrends = 2
}
export enum ChartDataAggregationType {
Sum = 0,
Last = 1
}
export class CategoricalChartType implements TypeAndName {
@@ -115,16 +121,18 @@ export class ChartDataType implements TypeAndName {
public static readonly IncomeByAccount = new ChartDataType(3, 'Income By Account', false, false, StatisticsAnalysisType.CategoricalAnalysis, StatisticsAnalysisType.TrendAnalysis);
public static readonly IncomeByPrimaryCategory = new ChartDataType(4, 'Income By Primary Category', false, false, StatisticsAnalysisType.CategoricalAnalysis, StatisticsAnalysisType.TrendAnalysis);
public static readonly IncomeBySecondaryCategory = new ChartDataType(5, 'Income By Secondary Category', false, false, StatisticsAnalysisType.CategoricalAnalysis, StatisticsAnalysisType.TrendAnalysis);
public static readonly AccountTotalAssets = new ChartDataType(6, 'Account Total Assets', false, false, StatisticsAnalysisType.CategoricalAnalysis);
public static readonly AccountTotalLiabilities = new ChartDataType(7, 'Account Total Liabilities', false, false, StatisticsAnalysisType.CategoricalAnalysis);
public static readonly AccountTotalAssets = new ChartDataType(6, 'Account Total Assets', false, false, StatisticsAnalysisType.CategoricalAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly AccountTotalLiabilities = new ChartDataType(7, 'Account Total Liabilities', false, false, StatisticsAnalysisType.CategoricalAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly TotalOutflows = new ChartDataType(13, 'Total Outflows', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly TotalExpense = new ChartDataType(8, 'Total Expense', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly TotalInflows = new ChartDataType(14, 'Total Inflows', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly TotalIncome = new ChartDataType(9, 'Total Income', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly NetCashFlow = new ChartDataType(15, 'Net Cash Flow', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly NetIncome = new ChartDataType(10, 'Net Income', false, false, StatisticsAnalysisType.TrendAnalysis);
public static readonly NetWorth = new ChartDataType(17, 'Net Worth', false, false, StatisticsAnalysisType.AssetTrends);
public static readonly Default = ChartDataType.ExpenseByPrimaryCategory;
public static readonly DefaultForAssetTrends = ChartDataType.NetWorth;
public readonly type: number;
public readonly name: string;
@@ -221,28 +229,55 @@ export class ChartDateAggregationType {
private static readonly allInstances: ChartDateAggregationType[] = [];
private static readonly allInstancesByType: Record<number, ChartDateAggregationType> = {};
public static readonly Month = new ChartDateAggregationType(0, 'Monthly', 'Aggregate by Month');
public static readonly Quarter = new ChartDateAggregationType(1, 'Quarterly', 'Aggregate by Quarter');
public static readonly Year = new ChartDateAggregationType(2, 'Yearly', 'Aggregate by Year');
public static readonly FiscalYear = new ChartDateAggregationType(3, 'FiscalYearly', 'Aggregate by Fiscal Year');
public static readonly Day = new ChartDateAggregationType(4, 'Daily', 'Aggregate by Day', StatisticsAnalysisType.AssetTrends);
public static readonly Month = new ChartDateAggregationType(0, 'Monthly', 'Aggregate by Month', StatisticsAnalysisType.TrendAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly Quarter = new ChartDateAggregationType(1, 'Quarterly', 'Aggregate by Quarter', StatisticsAnalysisType.TrendAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly Year = new ChartDateAggregationType(2, 'Yearly', 'Aggregate by Year', StatisticsAnalysisType.TrendAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly FiscalYear = new ChartDateAggregationType(3, 'FiscalYearly', 'Aggregate by Fiscal Year', StatisticsAnalysisType.TrendAnalysis, StatisticsAnalysisType.AssetTrends);
public static readonly Default = ChartDateAggregationType.Month;
public readonly type: number;
public readonly shortName: string;
public readonly fullName: string;
private readonly availableAnalysisTypes: Record<number, boolean>;
private constructor(type: number, shortName: string, fullName: string) {
private constructor(type: number, shortName: string, fullName: string, ...availableAnalysisTypes: StatisticsAnalysisType[]) {
this.type = type;
this.shortName = shortName;
this.fullName = fullName;
this.availableAnalysisTypes = {};
if (availableAnalysisTypes) {
for (const analysisType of availableAnalysisTypes) {
this.availableAnalysisTypes[analysisType] = true;
}
}
ChartDateAggregationType.allInstances.push(this);
ChartDateAggregationType.allInstancesByType[type] = this;
}
public static values(): ChartDateAggregationType[] {
return ChartDateAggregationType.allInstances;
public isAvailableAnalysisType(analysisType: StatisticsAnalysisType): boolean {
return this.availableAnalysisTypes[analysisType] || false;
}
public static values(analysisType?: StatisticsAnalysisType): ChartDateAggregationType[] {
const availableInstances: ChartDateAggregationType[] = ChartDateAggregationType.allInstances;
if (analysisType === undefined) {
return availableInstances;
}
const ret: ChartDateAggregationType[] = [];
for (const chartDataType of availableInstances) {
if (chartDataType.isAvailableAnalysisType(analysisType)) {
ret.push(chartDataType);
}
}
return ret;
}
public static valueOf(type: number): ChartDateAggregationType | undefined {
@@ -252,3 +287,4 @@ export class ChartDateAggregationType {
export const DEFAULT_CATEGORICAL_CHART_DATA_RANGE: DateRange = DateRange.ThisMonth;
export const DEFAULT_TREND_CHART_DATA_RANGE: DateRange = DateRange.ThisYear;
export const DEFAULT_ASSET_TRENDS_CHART_DATA_RANGE: DateRange = DateRange.ThisYear;