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add top 5 amount share and transactions for 80% of amount to value metric in insights explorer

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MaysWind
2026-04-15 00:45:59 +08:00
parent 53702e68d8
commit 50472d437a
4 changed files with 57 additions and 23 deletions
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src/components/desktop/AxisChart.vue
+2 -1
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@@ -70,6 +70,7 @@ const props = defineProps<{
displayOrdersField?: string;
translateName?: boolean;
amountValue?: boolean;
percentValue?: boolean;
defaultCurrency?: string;
enableClickItem?: boolean;
tooltipExtraColumnNames?: string[];
@@ -477,7 +478,7 @@ function getItemName(name: string): string {
}
function getDisplayValue(value: number): string {
if (props.oneHundredPercentStacked) {
if (props.oneHundredPercentStacked || props.percentValue) {
return formatPercentToLocalizedNumerals(value, 2, '<0.01');
}
src/core/explorer.ts
+28 -22
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@@ -314,6 +314,8 @@ export enum TransactionExplorerValueMetricType {
SourceAmount95thPercentile = 'source95thPercentileAmount',
SourceAmount99thPercentile = 'source99thPercentileAmount',
SourceTop5AmountSum = 'sourceTop5AmountSum',
SourceTop5AmountShare = 'sourceTop5AmountShare',
TransactionsForEightyPercentOfSourceAmount = 'transactionsForEightyPercentOfSourceAmount',
SourceAmountMinimum = 'sourceAmountMinimum',
SourceAmountMaximum = 'sourceAmountMaximum',
SourceAmountRange = 'sourceAmountRange',
@@ -327,39 +329,43 @@ export class TransactionExplorerValueMetric implements NameValue {
private static readonly allInstances: TransactionExplorerValueMetric[] = [];
private static readonly allInstancesByValue: Record<string, TransactionExplorerValueMetric> = {};
public static readonly TransactionCount = new TransactionExplorerValueMetric('Transaction Count', TransactionExplorerValueMetricType.TransactionCount, false, true);
public static readonly SourceIncomeAmountSum = new TransactionExplorerValueMetric('Total Income', TransactionExplorerValueMetricType.SourceIncomeAmountSum, true, true);
public static readonly SourceExpenseAmountSum = new TransactionExplorerValueMetric('Total Expense', TransactionExplorerValueMetricType.SourceExpenseAmountSum, true, true);
public static readonly SourceNetIncomeAmountSum = new TransactionExplorerValueMetric('Net Income', TransactionExplorerValueMetricType.SourceNetIncomeAmountSum, true, true);
public static readonly SourceAmountSum = new TransactionExplorerValueMetric('Total Amount', TransactionExplorerValueMetricType.SourceAmountSum, true, true);
public static readonly SourceAmountAverage = new TransactionExplorerValueMetric('Average Amount', TransactionExplorerValueMetricType.SourceAmountAverage, true, true);
public static readonly SourceAmountMedian = new TransactionExplorerValueMetric('Median Amount', TransactionExplorerValueMetricType.SourceAmountMedian, true, true);
public static readonly SourceAmountQ1Amount = new TransactionExplorerValueMetric('Q1 Amount (First Quartile)', TransactionExplorerValueMetricType.SourceAmountQ1Amount, true, true);
public static readonly SourceAmountQ3Amount = new TransactionExplorerValueMetric('Q3 Amount (Third Quartile)', TransactionExplorerValueMetricType.SourceAmountQ3Amount, true, true);
public static readonly SourceAmount10thPercentile = new TransactionExplorerValueMetric('10th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount10thPercentile, true, true);
public static readonly SourceAmount90thPercentile = new TransactionExplorerValueMetric('90th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount90thPercentile, true, true);
public static readonly SourceAmount95thPercentile = new TransactionExplorerValueMetric('95th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount95thPercentile, true, true);
public static readonly SourceAmount99thPercentile = new TransactionExplorerValueMetric('99th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount99thPercentile, true, true);
public static readonly SourceTop5AmountSum = new TransactionExplorerValueMetric('Top 5 Amount Sum', TransactionExplorerValueMetricType.SourceTop5AmountSum, true, true);
public static readonly SourceAmountMinimum = new TransactionExplorerValueMetric('Minimum Amount', TransactionExplorerValueMetricType.SourceAmountMinimum, true, true);
public static readonly SourceAmountMaximum = new TransactionExplorerValueMetric('Maximum Amount', TransactionExplorerValueMetricType.SourceAmountMaximum, true, true);
public static readonly SourceAmountRange = new TransactionExplorerValueMetric('Range (Max - Min)', TransactionExplorerValueMetricType.SourceAmountRange, true, true);
public static readonly SourceAmountInterquartileRange = new TransactionExplorerValueMetric('Interquartile Range (Q3 - Q1)', TransactionExplorerValueMetricType.SourceAmountInterquartileRange, true, true);
public static readonly SourceAmountVariance = new TransactionExplorerValueMetric('Variance', TransactionExplorerValueMetricType.SourceAmountVariance, false, false);
public static readonly SourceAmountStandardDeviation = new TransactionExplorerValueMetric('Standard Deviation', TransactionExplorerValueMetricType.SourceAmountStandardDeviation, false, false);
public static readonly SourceAmountCoefficientOfVariation = new TransactionExplorerValueMetric('Coefficient of Variation', TransactionExplorerValueMetricType.SourceAmountCoefficientOfVariation, false, false);
public static readonly TransactionCount = new TransactionExplorerValueMetric('Transaction Count', TransactionExplorerValueMetricType.TransactionCount, false, false, true);
public static readonly SourceIncomeAmountSum = new TransactionExplorerValueMetric('Total Income', TransactionExplorerValueMetricType.SourceIncomeAmountSum, true, false, true);
public static readonly SourceExpenseAmountSum = new TransactionExplorerValueMetric('Total Expense', TransactionExplorerValueMetricType.SourceExpenseAmountSum, true, false, true);
public static readonly SourceNetIncomeAmountSum = new TransactionExplorerValueMetric('Net Income', TransactionExplorerValueMetricType.SourceNetIncomeAmountSum, true, false, true);
public static readonly SourceAmountSum = new TransactionExplorerValueMetric('Total Amount', TransactionExplorerValueMetricType.SourceAmountSum, true, false, true);
public static readonly SourceAmountAverage = new TransactionExplorerValueMetric('Average Amount', TransactionExplorerValueMetricType.SourceAmountAverage, true, false, true);
public static readonly SourceAmountMedian = new TransactionExplorerValueMetric('Median Amount', TransactionExplorerValueMetricType.SourceAmountMedian, true, false, true);
public static readonly SourceAmountQ1Amount = new TransactionExplorerValueMetric('Q1 Amount (First Quartile)', TransactionExplorerValueMetricType.SourceAmountQ1Amount, true, false, true);
public static readonly SourceAmountQ3Amount = new TransactionExplorerValueMetric('Q3 Amount (Third Quartile)', TransactionExplorerValueMetricType.SourceAmountQ3Amount, true, false, true);
public static readonly SourceAmount10thPercentile = new TransactionExplorerValueMetric('10th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount10thPercentile, true, false, true);
public static readonly SourceAmount90thPercentile = new TransactionExplorerValueMetric('90th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount90thPercentile, true, false, true);
public static readonly SourceAmount95thPercentile = new TransactionExplorerValueMetric('95th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount95thPercentile, true, false, true);
public static readonly SourceAmount99thPercentile = new TransactionExplorerValueMetric('99th Percentile Amount', TransactionExplorerValueMetricType.SourceAmount99thPercentile, true, false, true);
public static readonly SourceTop5AmountSum = new TransactionExplorerValueMetric('Top 5 Amount Sum', TransactionExplorerValueMetricType.SourceTop5AmountSum, true, false, true);
public static readonly SourceTop5AmountShare = new TransactionExplorerValueMetric('Top 5 Amount Share', TransactionExplorerValueMetricType.SourceTop5AmountShare, false, true, false);
public static readonly TransactionsForEightyPercentOfSourceAmount = new TransactionExplorerValueMetric('Transactions for 80% of Amount', TransactionExplorerValueMetricType.TransactionsForEightyPercentOfSourceAmount, false, true, false);
public static readonly SourceAmountMinimum = new TransactionExplorerValueMetric('Minimum Amount', TransactionExplorerValueMetricType.SourceAmountMinimum, true, false, true);
public static readonly SourceAmountMaximum = new TransactionExplorerValueMetric('Maximum Amount', TransactionExplorerValueMetricType.SourceAmountMaximum, true, false, true);
public static readonly SourceAmountRange = new TransactionExplorerValueMetric('Range (Max - Min)', TransactionExplorerValueMetricType.SourceAmountRange, true, false, true);
public static readonly SourceAmountInterquartileRange = new TransactionExplorerValueMetric('Interquartile Range (Q3 - Q1)', TransactionExplorerValueMetricType.SourceAmountInterquartileRange, true, false, true);
public static readonly SourceAmountVariance = new TransactionExplorerValueMetric('Variance', TransactionExplorerValueMetricType.SourceAmountVariance, false, false, false);
public static readonly SourceAmountStandardDeviation = new TransactionExplorerValueMetric('Standard Deviation', TransactionExplorerValueMetricType.SourceAmountStandardDeviation, false, false, false);
public static readonly SourceAmountCoefficientOfVariation = new TransactionExplorerValueMetric('Coefficient of Variation', TransactionExplorerValueMetricType.SourceAmountCoefficientOfVariation, false, false, false);
public static readonly Default = TransactionExplorerValueMetric.SourceAmountSum;
public readonly name: string;
public readonly value: TransactionExplorerValueMetricType;
public readonly isAmount: boolean;
public readonly isPercent: boolean;
public readonly supportSum: boolean;
private constructor(name: string, value: TransactionExplorerValueMetricType, isAmount: boolean, supportSum: boolean) {
private constructor(name: string, value: TransactionExplorerValueMetricType, isAmount: boolean, isPercent: boolean, supportSum: boolean) {
this.name = name;
this.value = value;
this.isAmount = isAmount;
this.isPercent = isPercent;
this.supportSum = supportSum;
TransactionExplorerValueMetric.allInstances.push(this);
src/stores/explorer.ts
+26
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@@ -917,6 +917,32 @@ export const useExplorersStore = defineStore('explorers', () => {
} else {
value = 0;
}
} else if (valueMetric === TransactionExplorerValueMetric.SourceTop5AmountShare) {
if (allSourceAmountsInDefaultCurrency.length > 0) {
allSourceAmountsInDefaultCurrency.sort((a, b) => a - b);
const top5AmountSum = sumMaxN(allSourceAmountsInDefaultCurrency, 5, item => item);
value = totalSourceAmountSumInDefaultCurrency > 0 ? 100.0 * top5AmountSum / totalSourceAmountSumInDefaultCurrency : 0;
} else {
value = 0;
}
} else if (valueMetric === TransactionExplorerValueMetric.TransactionsForEightyPercentOfSourceAmount) {
if (allSourceAmountsInDefaultCurrency.length > 0) {
allSourceAmountsInDefaultCurrency.sort((a, b) => a - b);
const eightyPercentAmountThreshold: number = 0.8 * totalSourceAmountSumInDefaultCurrency;
let cumulativeAmount: number = 0;
let cumulativeCount: number = 0;
for (const amount of reversed(allSourceAmountsInDefaultCurrency)) {
cumulativeAmount += amount;
cumulativeCount++;
if (cumulativeAmount >= eightyPercentAmountThreshold) {
value = 100.0 * cumulativeCount / allSourceAmountsInDefaultCurrency.length;
break;
}
}
} else {
value = 0;
}
} else if (valueMetric === TransactionExplorerValueMetric.SourceAmountMaximum) {
value = maximumSourceAmountInDefaultCurrency === Number.MIN_SAFE_INTEGER ? 0 : maximumSourceAmountInDefaultCurrency;
} else if (valueMetric === TransactionExplorerValueMetric.SourceAmountRange) {
src/views/desktop/insights/tabs/ExplorerChartTab.vue
+1
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@@ -152,6 +152,7 @@
:all-category-names="categoriedNamesSortedByDisplayOrder"
:items="seriesDimensionTransactionExplorerData"
:amount-value="TransactionExplorerValueMetric.valueOf(currentExplorer.valueMetric)?.isAmount"
:percent-value="TransactionExplorerValueMetric.valueOf(currentExplorer.valueMetric)?.isPercent"
:default-currency="defaultCurrency"
:enable-click-item="true"
id-field="id"