mirror of
https://github.com/mayswind/ezbookkeeping.git
synced 2026-05-15 15:37:33 +08:00
add overview sankey chart for categorical analysis on desktop version
This commit is contained in:
@@ -0,0 +1,520 @@
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<template>
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<v-chart autoresize class="account-category-sankey-chart-container" :class="{ 'transition-in': skeleton }" :option="chartOptions"
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@click="clickItem" />
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</template>
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<script setup lang="ts">
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import { computed } from 'vue';
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import { useTheme } from 'vuetify';
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import type { ECElementEvent } from 'echarts/core';
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import type { CallbackDataParams } from 'echarts/types/dist/shared';
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import { useI18n } from '@/locales/helpers.ts';
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import { useUserStore } from '@/stores/user.ts';
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import type {
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SortableTransactionStatisticDataItem,
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TransactionStatisticResponseItemWithInfo
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} from '@/models/transaction.ts';
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import { values } from '@/core/base.ts';
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import { ThemeType } from '@/core/theme.ts';
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import { CategoryType } from '@/core/category.ts';
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import { TransactionRelatedAccountType } from '@/core/transaction.ts';
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import { isNumber } from '@/lib/common.ts';
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import { sortStatisticsItems } from '@/lib/statistics.ts';
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import { getExpenseAndIncomeAmountColor } from '@/lib/ui/common.ts';
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enum SankeyChartNodeItemType {
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Account = 'account',
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Category = 'category'
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}
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interface SankeyChartData {
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nodes: SankeyChartNodeItem[];
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links: SankeyChartLinkItem[];
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}
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interface SankeyChartNodeItem extends SortableTransactionStatisticDataItem {
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itemType: SankeyChartNodeItemType;
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itemId: string;
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name: string;
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nameId: string;
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displayName: string;
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displayOrders: number[];
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totalAmount: number;
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depth: number;
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}
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interface SankeyChartLinkItem {
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sourceItemType: SankeyChartNodeItemType;
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sourceItemId: string;
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source: string;
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sourceDisplayName: string;
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targetItemType: SankeyChartNodeItemType;
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targetItemId: string;
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target: string;
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targetDisplayName: string;
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value: number;
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}
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const props = defineProps<{
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skeleton?: boolean;
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items: TransactionStatisticResponseItemWithInfo[];
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sortingType: number;
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defaultCurrency?: string;
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enableClickItem?: boolean;
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}>();
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const emit = defineEmits<{
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(e: 'click', sourceItemType: 'account' | 'category', sourceItemId: string, targetItemType?: 'account' | 'category', targetItemId?: string): void;
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}>();
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const theme = useTheme();
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const { formatAmountToLocalizedNumeralsWithCurrency } = useI18n();
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const userStore = useUserStore();
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const isDarkMode = computed<boolean>(() => theme.global.name.value === ThemeType.Dark);
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const sankeyData = computed<SankeyChartData>(() => {
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const primaryIncomeCategoryNodesMap: Record<string, SankeyChartNodeItem> = {};
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const secondaryIncomeCategoryNodesMap: Record<string, SankeyChartNodeItem> = {};
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const incomeAccountNodesMap: Record<string, SankeyChartNodeItem> = {};
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const expenseAccountNodesMap: Record<string, SankeyChartNodeItem> = {};
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const secondaryExpenseCategoryNodesMap: Record<string, SankeyChartNodeItem> = {};
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const primaryExpenseCategoryNodesMap: Record<string, SankeyChartNodeItem> = {};
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const linksMap: Record<string, SankeyChartLinkItem> = {};
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for (const item of props.items) {
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if (!item.primaryAccount || !item.account || !item.primaryCategory || !item.category || !item.amountInDefaultCurrency) {
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continue;
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}
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if (item.account.hidden || item.primaryAccount.hidden || item.category.hidden || item.primaryCategory.hidden) {
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continue;
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}
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if (item.relatedAccount && (item.relatedAccountType === TransactionRelatedAccountType.TransferFrom || item.relatedAccount.hidden || !item.relatedPrimaryAccount || item.relatedPrimaryAccount.hidden)) {
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continue;
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}
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const incomeAccountNameId = `income_account:${item.account.id}`;
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const expenseAccountNameId = `expense_account:${item.account.id}`;
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updateNodeItem(incomeAccountNodesMap, {
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itemType: SankeyChartNodeItemType.Account,
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id: item.account.id,
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name: item.account.name,
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nameId: incomeAccountNameId,
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displayOrders: [item.account.displayOrder],
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amount: (item.primaryCategory.type == CategoryType.Income || item.primaryCategory.type == CategoryType.Transfer) ? item.amountInDefaultCurrency : 0,
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depth: 2
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});
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updateNodeItem(expenseAccountNodesMap, {
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itemType: SankeyChartNodeItemType.Account,
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id: item.account.id,
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name: item.account.name,
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nameId: expenseAccountNameId,
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displayOrders: [item.account.displayOrder],
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amount: item.primaryCategory.type == CategoryType.Expense ? item.amountInDefaultCurrency : 0,
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depth: 3
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});
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if (item.primaryCategory.type == CategoryType.Income) {
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updateNodeItem(primaryIncomeCategoryNodesMap, {
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itemType: SankeyChartNodeItemType.Category,
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id: item.primaryCategory.id,
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name: item.primaryCategory.name,
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nameId: item.primaryCategory.id,
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displayOrders: [item.primaryCategory.displayOrder],
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amount: item.amountInDefaultCurrency,
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depth: 0
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});
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updateNodeItem(secondaryIncomeCategoryNodesMap, {
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itemType: SankeyChartNodeItemType.Category,
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id: item.category.id,
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name: item.category.name,
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nameId: item.category.id,
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displayOrders: [item.primaryCategory.displayOrder, item.category.displayOrder],
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amount: item.amountInDefaultCurrency,
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depth: 1
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});
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Category,
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sourceItemId: item.primaryCategory.id,
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source: item.primaryCategory.id,
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sourceName: item.primaryCategory.name,
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targetItemType: SankeyChartNodeItemType.Category,
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targetItemId: item.category.id,
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target: item.category.id,
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targetName: item.category.name,
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value: item.amountInDefaultCurrency
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});
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Category,
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sourceItemId: item.category.id,
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source: item.category.id,
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sourceName: item.category.name,
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targetItemType: SankeyChartNodeItemType.Account,
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targetItemId: item.account.id,
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target: incomeAccountNameId,
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targetName: item.account.name,
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value: item.amountInDefaultCurrency
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});
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} else if (item.primaryCategory.type == CategoryType.Expense) {
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updateNodeItem(secondaryExpenseCategoryNodesMap, {
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itemType: SankeyChartNodeItemType.Category,
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id: item.category.id,
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name: item.category.name,
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nameId: item.category.id,
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displayOrders: [item.primaryCategory.displayOrder, item.category.displayOrder],
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amount: item.amountInDefaultCurrency,
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depth: 4
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});
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updateNodeItem(primaryExpenseCategoryNodesMap, {
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itemType: SankeyChartNodeItemType.Category,
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id: item.primaryCategory.id,
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name: item.primaryCategory.name,
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nameId: item.primaryCategory.id,
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displayOrders: [item.primaryCategory.displayOrder],
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amount: item.amountInDefaultCurrency,
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depth: 5
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});
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Account,
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sourceItemId: item.account.id,
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source: expenseAccountNameId,
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sourceName: item.account.name,
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targetItemType: SankeyChartNodeItemType.Category,
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targetItemId: item.category.id,
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target: item.category.id,
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targetName: item.category.name,
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value: item.amountInDefaultCurrency
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});
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Category,
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sourceItemId: item.category.id,
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source: item.category.id,
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sourceName: item.category.name,
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targetItemType: SankeyChartNodeItemType.Category,
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targetItemId: item.primaryCategory.id,
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target: item.primaryCategory.id,
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targetName: item.primaryCategory.name,
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value: item.amountInDefaultCurrency
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});
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} else if (item.primaryCategory.type == CategoryType.Transfer && item.relatedAccount) {
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const relatedAccountNameId = `expense_account:${item.relatedAccount.id}`;
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Account,
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sourceItemId: item.account.id,
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source: incomeAccountNameId,
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sourceName: item.account.name,
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targetItemType: SankeyChartNodeItemType.Account,
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targetItemId: item.relatedAccount.id,
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target: relatedAccountNameId,
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targetName: item.relatedAccount.name,
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value: item.amountInDefaultCurrency
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});
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}
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}
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for (const expenseAccountNode of values(expenseAccountNodesMap)) {
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const incomeAccountNode = incomeAccountNodesMap[`income_account:${expenseAccountNode.itemId}`];
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if (!incomeAccountNode) {
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continue;
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}
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let totalOutflowAmount = 0;
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let totalInflowAmount = 0;
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for (const link of values(linksMap)) {
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if (link.sourceItemType === SankeyChartNodeItemType.Account && link.sourceItemId === expenseAccountNode.itemId) {
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totalOutflowAmount += link.value;
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} else if (link.targetItemType === SankeyChartNodeItemType.Account && link.targetItemId === expenseAccountNode.itemId) {
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totalInflowAmount += link.value;
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}
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}
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const amountDifference = totalOutflowAmount - totalInflowAmount;
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if (amountDifference > 0) {
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updateLinkItem(linksMap, {
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sourceItemType: SankeyChartNodeItemType.Account,
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sourceItemId: incomeAccountNode.itemId,
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source: incomeAccountNode.nameId,
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sourceName: incomeAccountNode.displayName,
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targetItemType: SankeyChartNodeItemType.Account,
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targetItemId: expenseAccountNode.itemId,
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target: expenseAccountNode.nameId,
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targetName: expenseAccountNode.displayName,
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value: amountDifference
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});
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}
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}
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const nodes: SankeyChartNodeItem[] = [];
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const links: SankeyChartLinkItem[] = [];
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addFinalSortedNodeItems(primaryIncomeCategoryNodesMap, nodes);
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addFinalSortedNodeItems(secondaryIncomeCategoryNodesMap, nodes);
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addFinalSortedNodeItems(incomeAccountNodesMap, nodes);
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addFinalSortedNodeItems(expenseAccountNodesMap, nodes);
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addFinalSortedNodeItems(secondaryExpenseCategoryNodesMap, nodes);
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addFinalSortedNodeItems(primaryExpenseCategoryNodesMap, nodes);
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addFinalLinkItems(linksMap, links);
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const ret: SankeyChartData = {
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nodes: nodes,
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links: links
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};
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return ret;
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});
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const chartOptions = computed<object>(() => {
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const expenseIncomeAmountColor = getExpenseAndIncomeAmountColor(userStore.currentUserExpenseAmountColor, userStore.currentUserIncomeAmountColor, isDarkMode.value);
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return {
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tooltip: {
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trigger: 'item',
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backgroundColor: isDarkMode.value ? '#333' : '#fff',
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borderColor: isDarkMode.value ? '#333' : '#fff',
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textStyle: {
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color: isDarkMode.value ? '#eee' : '#333'
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},
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formatter: (params: CallbackDataParams) => {
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const value = isNumber(params.value) ? params.value as number : 0;
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const displayValue = formatAmountToLocalizedNumeralsWithCurrency(value, props.defaultCurrency);
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if (params.dataType === 'node') {
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const dataItem = params.data as SankeyChartNodeItem;
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return `<div><span>${dataItem.displayName}</span><span class="ms-5" style="float: inline-end">${displayValue}</span></div>`;
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} else if (params.dataType === 'edge') {
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const dataItem = params.data as SankeyChartLinkItem;
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return `<div><span>${dataItem.sourceDisplayName} → ${dataItem.targetDisplayName}</span><span class="ms-5" style="float: inline-end">${displayValue}</span></div>`;
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} else {
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return '';
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}
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}
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},
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series: [
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{
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type: 'sankey',
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left: 10,
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top: 10,
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bottom: 10,
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label: {
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formatter: (params: CallbackDataParams) => {
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const dataItem = params.data as SankeyChartNodeItem;
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return dataItem.displayName;
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}
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},
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levels: [
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{
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depth: 0,
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itemStyle: {
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color: expenseIncomeAmountColor.incomeAmountColor,
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opacity: 0.6
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},
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lineStyle: {
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color: 'source',
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opacity: 0.3
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}
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},
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{
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depth: 1,
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itemStyle: {
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color: expenseIncomeAmountColor.incomeAmountColor,
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opacity: 0.4
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},
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lineStyle: {
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color: 'source',
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opacity: 0.2
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}
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},
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{
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depth: 2,
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itemStyle: {
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color: '#c07d43',
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opacity: 0.5
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},
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lineStyle: {
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color: 'source',
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opacity: 0.2
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}
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},
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{
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depth: 3,
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itemStyle: {
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color: '#c07d43',
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opacity: 0.5
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},
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lineStyle: {
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color: 'source',
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opacity: 0.2
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}
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},
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{
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depth: 4,
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itemStyle: {
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color: expenseIncomeAmountColor.expenseAmountColor,
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opacity: 0.4
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},
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lineStyle: {
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color: 'source',
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opacity: 0.2
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}
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},
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{
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depth: 5,
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itemStyle: {
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color: expenseIncomeAmountColor.expenseAmountColor,
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opacity: 0.6
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},
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lineStyle: {
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color: 'source',
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opacity: 0.3
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}
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}
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],
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emphasis: {
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focus: 'adjacency'
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},
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data: sankeyData.value.nodes,
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links: sankeyData.value.links,
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animation: !props.skeleton
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}
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]
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};
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});
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function updateNodeItem(nodesMap: Record<string, SankeyChartNodeItem>, { itemType, id, name, nameId, displayOrders, amount, depth }: { itemType: SankeyChartNodeItemType, id: string, name: string, nameId: string, displayOrders: number[], amount: number, depth: number }) {
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const node: SankeyChartNodeItem | undefined = nodesMap[nameId];
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if (!node) {
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nodesMap[nameId] = {
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itemType: itemType,
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itemId: id,
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name: name,
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nameId: nameId,
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displayName: name,
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displayOrders: displayOrders,
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totalAmount: amount,
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depth: depth
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};
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} else {
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node.totalAmount += amount;
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}
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}
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function updateLinkItem(linksMap: Record<string, SankeyChartLinkItem>, { sourceItemType, sourceItemId, source, sourceName, targetItemType, targetItemId, target, targetName, value }: { sourceItemType: SankeyChartNodeItemType, sourceItemId: string, source: string, sourceName: string, targetItemType: SankeyChartNodeItemType, targetItemId: string, target: string, targetName: string, value: number }) {
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const key = `${source}:${target}`;
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const link: SankeyChartLinkItem | undefined = linksMap[key];
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if (!link) {
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linksMap[key] = {
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sourceItemType: sourceItemType,
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sourceItemId: sourceItemId,
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source: source,
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||||
sourceDisplayName: sourceName,
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||||
targetItemType: targetItemType,
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||||
targetItemId: targetItemId,
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target: target,
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targetDisplayName: targetName,
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value: value
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};
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} else {
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link.value += value;
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}
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}
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function addFinalSortedNodeItems(nodesMap: Record<string, SankeyChartNodeItem>, allNodesArray: SankeyChartNodeItem[]): void {
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const nodesArray: SankeyChartNodeItem[] = [];
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||||
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for (const node of values(nodesMap)) {
|
||||
nodesArray.push(node);
|
||||
}
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||||
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||||
sortStatisticsItems(nodesArray, props.sortingType);
|
||||
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for (const node of nodesArray) {
|
||||
node.name = node.nameId;
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}
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||||
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||||
allNodesArray.push(...nodesArray);
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||||
}
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||||
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function addFinalLinkItems(linksMap: Record<string, SankeyChartLinkItem>, allLinksArray: SankeyChartLinkItem[]): void {
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||||
const linksArray: SankeyChartLinkItem[] = [];
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||||
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||||
for (const link of values(linksMap)) {
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||||
linksArray.push(link);
|
||||
}
|
||||
|
||||
allLinksArray.push(...linksArray);
|
||||
}
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||||
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||||
function clickItem(e: ECElementEvent): void {
|
||||
if (!props.enableClickItem || e.componentType !== 'series' || e.seriesType !=='sankey') {
|
||||
return;
|
||||
}
|
||||
|
||||
if (!e.data) {
|
||||
return;
|
||||
}
|
||||
|
||||
if (e.dataType === 'node') {
|
||||
const dataItem = e.data as SankeyChartNodeItem;
|
||||
emit('click', dataItem.itemType, dataItem.itemId);
|
||||
} else if (e.dataType === 'edge') {
|
||||
const dataItem = e.data as SankeyChartLinkItem;
|
||||
|
||||
if (dataItem.sourceItemType === dataItem.targetItemType && dataItem.sourceItemId === dataItem.targetItemId) {
|
||||
emit('click', dataItem.sourceItemType, dataItem.sourceItemId);
|
||||
} else {
|
||||
emit('click', dataItem.sourceItemType, dataItem.sourceItemId, dataItem.targetItemType, dataItem.targetItemId);
|
||||
}
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<style scoped>
|
||||
.account-category-sankey-chart-container {
|
||||
width: 100%;
|
||||
height: 460px;
|
||||
}
|
||||
|
||||
@media (min-width: 600px) {
|
||||
.account-category-sankey-chart-container {
|
||||
height: 660px;
|
||||
}
|
||||
}
|
||||
|
||||
.account-category-sankey-chart-container.transition-in {
|
||||
animation: radar-chart-skeleton-fade-in 2s 1;
|
||||
}
|
||||
|
||||
@keyframes radar-chart-skeleton-fade-in {
|
||||
0% {
|
||||
opacity: 0;
|
||||
}
|
||||
20% {
|
||||
opacity: 0;
|
||||
}
|
||||
100% {
|
||||
opacity: 1;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -261,7 +261,7 @@ function onLegendSelectChanged(e: { selected: Record<string, boolean> }): void {
|
||||
|
||||
@media (min-width: 600px) {
|
||||
.pie-chart-container {
|
||||
height: 560px;
|
||||
height: 610px;
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
@@ -188,7 +188,7 @@ const chartOptions = computed<object>(() => {
|
||||
|
||||
@media (min-width: 600px) {
|
||||
.radar-chart-container {
|
||||
height: 560px;
|
||||
height: 610px;
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user