mirror of
https://github.com/mayswind/ezbookkeeping.git
synced 2026-05-19 01:04:25 +08:00
add amount range to axis / category / series in insights explorer
This commit is contained in:
MaysWind
+359
-7
@@ -46,6 +46,7 @@ import {
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getObjectOwnFieldCount
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} from '@/lib/common.ts';
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import {
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mean,
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median,
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percentile,
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sumMaxN,
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@@ -127,6 +128,19 @@ export interface CategoriedTransactionExplorerDataItem extends SeriesInfo {
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value: number;
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}
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export interface AmountRanges {
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categorySourceAmountRanges?: number[];
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categoryDestinationAmountRanges?: number[];
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seriesSourceAmountRanges?: number[];
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seriesDestinationAmountRanges?: number[];
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}
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export interface TransactionInsightDataItemInQuery {
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queryIndex: number;
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queryName: string;
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transaction: TransactionInsightDataItem;
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}
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export interface InsightsExplorerTransactionStatisticData {
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totalCount: number;
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totalAmount: number;
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@@ -180,7 +194,180 @@ export const useExplorersStore = defineStore('explorers', () => {
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};
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}
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function getDataCategoryInfo(timezoneUsedForDateRange: number, dimension: TransactionExplorerDataDimension, queryName: string, queryIndex: number, transaction: TransactionInsightDataItem): CategoriedInfo {
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function calculateAmountRanges(sortedAmounts: number[], dimension: TransactionExplorerDataDimension, rangeCount: number): number[] {
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const result: number[] = [];
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if (sortedAmounts.length < 1 || rangeCount <= 0) {
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return result;
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}
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const minAmount = sortedAmounts[0] as number;
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const maxAmount = sortedAmounts[sortedAmounts.length - 1] as number;
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rangeCount = Math.min(rangeCount, sortedAmounts.length);
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// [min1, max1), [min2, max2), ..., [minN, maxN]
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if (dimension === TransactionExplorerDataDimension.SourceAmountRangeEqualFrequency
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|| dimension === TransactionExplorerDataDimension.DestinationAmountRangeEqualFrequency) {
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for (let i = 0; i < rangeCount; i++) {
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result.push(sortedAmounts[Math.floor(i * (sortedAmounts.length - 1) / rangeCount)] as number);
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}
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result.push(maxAmount);
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} else if (dimension === TransactionExplorerDataDimension.SourceAmountRangeEqualWidth
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|| dimension === TransactionExplorerDataDimension.DestinationAmountRangeEqualWidth) {
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if (minAmount === maxAmount) {
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return [minAmount, maxAmount];
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}
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const width: number = (maxAmount - minAmount) / rangeCount;
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for (let i = 0; i < rangeCount; i++) {
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result.push(minAmount + i * width);
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}
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result.push(maxAmount);
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} else if (dimension === TransactionExplorerDataDimension.SourceAmountRangeLogScale
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|| dimension === TransactionExplorerDataDimension.DestinationAmountRangeLogScale) {
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const epsilon: number = 1e-9;
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const transform = (x: number): number => {
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if (x === 0) {
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return 0;
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}
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return Math.sign(x) * Math.log(Math.abs(x) + epsilon);
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};
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const inverse = (y: number): number => {
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if (y === 0) {
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return 0;
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}
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return Math.sign(y) * (Math.exp(Math.abs(y)) - epsilon);
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};
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const transformed = sortedAmounts.map(transform).sort((a, b) => a - b);
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const tMin: number = transformed[0] as number;
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const tMax: number = transformed[transformed.length - 1] as number;
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if (tMin === tMax) {
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return [minAmount, maxAmount];
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}
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const width: number = (tMax - tMin) / rangeCount;
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result.push(minAmount);
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for (let i = 1; i < rangeCount; i++) {
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result.push(inverse(tMin + i * width));
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}
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result.push(maxAmount);
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} else if (dimension === TransactionExplorerDataDimension.SourceAmountRangeStandardDeviation
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|| dimension === TransactionExplorerDataDimension.DestinationAmountRangeStandardDeviation) {
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if (minAmount === maxAmount) {
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return [minAmount, maxAmount];
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}
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const averageAmountForVarianceCalculation: number = mean(sortedAmounts, item => item) / AMOUNT_FACTOR;
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const { standardDeviation } = varianceAndStandardDeviation(sortedAmounts, averageAmountForVarianceCalculation, item => item / AMOUNT_FACTOR);
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if (standardDeviation === 0) {
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return [minAmount, maxAmount];
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}
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const rawBreaks: number[] = [];
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const halfCount = Math.floor(rangeCount / 2);
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if (rangeCount % 2 === 1) {
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for (let i = -halfCount; i <= halfCount; i++) {
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rawBreaks.push((averageAmountForVarianceCalculation + i * standardDeviation) * AMOUNT_FACTOR);
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}
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} else {
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for (let i = -halfCount; i <= halfCount; i++) {
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if (i === 0) {
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continue;
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}
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rawBreaks.push((averageAmountForVarianceCalculation + (i - 0.5) * standardDeviation) * AMOUNT_FACTOR);
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}
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rawBreaks.sort((a, b) => a - b);
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}
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const clipped = rawBreaks.map((v) => Math.max(minAmount, Math.min(maxAmount, v)))
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.filter((v, i, arr) => i === 0 || v !== arr[i - 1]);
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clipped[0] = minAmount;
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if (clipped[clipped.length - 1] !== maxAmount) {
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clipped.push(maxAmount);
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}
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return clipped;
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} else if (dimension === TransactionExplorerDataDimension.SourceAmountRangeNaturalBreaks
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|| dimension === TransactionExplorerDataDimension.DestinationAmountRangeNaturalBreaks) {
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if (minAmount === maxAmount) {
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return [minAmount, maxAmount];
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}
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const n = sortedAmounts.length;
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const k = Math.min(rangeCount, n);
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const lowerClassLimits: number[][] = Array.from({ length: n + 1 }, () => new Array(k + 1).fill(0));
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const varianceCombinations: number[][] = Array.from({ length: n + 1 }, () => new Array(k + 1).fill(Infinity));
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for (let i = 1; i <= k; i++) {
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lowerClassLimits[1]![i] = 1;
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varianceCombinations[1]![i] = 0;
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}
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for (let l = 2; l <= n; l++) {
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let sumZ = 0;
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let sumZ2 = 0;
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for (let m = 1; m <= l; m++) {
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const val = sortedAmounts[l - m] as number;
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sumZ += val;
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sumZ2 += val * val;
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const variance = sumZ2 - (sumZ * sumZ) / m;
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if (m === l) {
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for (let j = 1; j <= k; j++) {
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if (variance < varianceCombinations[l]![j]!) {
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lowerClassLimits[l]![j] = 1;
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varianceCombinations[l]![j] = variance;
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}
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}
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} else {
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for (let j = 2; j <= k; j++) {
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const combined = varianceCombinations[l - m]![j - 1]! + variance;
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if (combined < varianceCombinations[l]![j]!) {
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lowerClassLimits[l]![j] = l - m + 1;
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varianceCombinations[l]![j] = combined;
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}
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}
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}
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}
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}
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const breaks: number[] = new Array(k + 1);
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breaks[k] = maxAmount;
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let currentK = k;
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let currentIdx = n;
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while (currentK >= 2) {
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const lowerIdx = lowerClassLimits[currentIdx]![currentK]!;
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breaks[currentK - 1] = sortedAmounts[lowerIdx - 1] as number;
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currentIdx = lowerIdx - 1;
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currentK--;
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}
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breaks[0] = minAmount;
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return breaks;
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}
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return result;
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}
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function getDataCategoryInfo(timezoneUsedForDateRange: number, dimension: TransactionExplorerDataDimension, sourceAmountRanges: number[] | undefined, destinationAmountRanges: number[] | undefined, queryName: string, queryIndex: number, transaction: TransactionInsightDataItem): CategoriedInfo {
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const defaultCurrency = userStore.currentUserDefaultCurrency;
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let transactionTimeUtfOffset: number | undefined = undefined;
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@@ -468,6 +655,91 @@ export const useExplorersStore = defineStore('explorers', () => {
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categoryIdType: TransactionExplorerDimensionType.Amount,
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categoryDisplayOrders: [amountInDefaultCurrency]
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};
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} else if (dimension.isSourceAmountRange || dimension.isDestinationAmountRange) {
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const isSourceAmount = dimension.isSourceAmountRange;
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if (dimension.isDestinationAmountRange && transaction.type !== TransactionType.Transfer) {
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return {
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categoryName: 'None',
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categoryNameNeedI18n: true,
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categoryId: 'none',
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categoryIdType: TransactionExplorerDimensionType.Other,
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categoryDisplayOrders: [Number.MAX_SAFE_INTEGER]
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};
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}
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const amount = dimension.isSourceAmountRange ? transaction.sourceAmount : transaction.destinationAmount;
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const account = dimension.isSourceAmountRange ? transaction.sourceAccount : transaction.destinationAccount;
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let amountInDefaultCurrency: number = amount;
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if (!account) {
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return {
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categoryName: 'Unknown',
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categoryNameNeedI18n: true,
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categoryId: 'unknown',
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categoryIdType: TransactionExplorerDimensionType.Other,
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categoryDisplayOrders: [Number.MAX_SAFE_INTEGER]
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};
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}
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if (account.currency !== defaultCurrency) {
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const exchangedAmount = exchangeRatesStore.getExchangedAmount(amount, account.currency, defaultCurrency);
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if (isNumber(exchangedAmount)) {
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amountInDefaultCurrency = Math.trunc(exchangedAmount);
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} else {
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return {
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categoryName: 'Unknown',
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categoryNameNeedI18n: true,
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categoryId: 'unknown',
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categoryIdType: TransactionExplorerDimensionType.Other,
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categoryDisplayOrders: [Number.MAX_SAFE_INTEGER]
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};
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}
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}
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const amountRanges: number[] = isSourceAmount ? (sourceAmountRanges ?? []) : (destinationAmountRanges ?? []);
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let matchAmountRangeMin: number | undefined = undefined;
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let matchAmountRangeMax: number | undefined = undefined;
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let matchAmountRangeIndex: number | undefined = undefined;
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for (let i = 1; i < amountRanges.length; i++) {
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const amountRangeMin = amountRanges[i - 1] as number;
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const amountRangeMax = amountRanges[i] as number;
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if (amountInDefaultCurrency < amountRangeMin) {
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continue;
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}
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if (amountInDefaultCurrency > amountRangeMax) {
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continue;
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}
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if (i < amountRanges.length - 1 && amountInDefaultCurrency === amountRangeMax) {
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continue;
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}
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matchAmountRangeMin = amountRangeMin;
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matchAmountRangeMax = amountRangeMax;
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matchAmountRangeIndex = i - 1;
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}
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if (isNumber(matchAmountRangeMin) && isNumber(matchAmountRangeMax) && isNumber(matchAmountRangeIndex)) {
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return {
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categoryName: `${matchAmountRangeMin.toString(10)}|${matchAmountRangeMax.toString(10)}`,
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categoryId: matchAmountRangeIndex.toString(10),
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categoryIdType: TransactionExplorerDimensionType.Other,
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categoryDisplayOrders: [matchAmountRangeIndex]
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};
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} else {
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return {
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categoryName: 'Other',
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categoryNameNeedI18n: true,
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categoryId: 'other',
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categoryIdType: TransactionExplorerDimensionType.Other,
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categoryDisplayOrders: [Number.MAX_SAFE_INTEGER]
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};
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}
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} else {
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return {
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categoryName: '',
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@@ -478,8 +750,37 @@ export const useExplorersStore = defineStore('explorers', () => {
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}
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}
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function addTransactionToCategoriedDataMap(timezoneUsedForDateRange: number, categoriedDataMap: Record<string, CategoriedTransactions>, categoryDimension: TransactionExplorerDataDimension, seriesDemension: TransactionExplorerDataDimension, queryName: string, queryIndex: number, transaction: TransactionInsightDataItem): void {
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const categoriedInfo = getDataCategoryInfo(timezoneUsedForDateRange, categoryDimension, queryName, queryIndex, transaction);
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function addTransactionToFilteredList(filteredTransactions: TransactionInsightDataItemInQuery[], filteredTransactionSourceAmountsInDefaultCurrency: number[], filteredTransactionDestinationAmountsInDefaultCurrency: number[], defaultCurrency: string, queryName: string, queryIndex: number, transaction: TransactionInsightDataItem): void {
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filteredTransactions.push({
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queryIndex: queryIndex,
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queryName: queryName,
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transaction: transaction
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});
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let sourceAmountInDefaultCurrency: number | undefined = transaction.sourceAmount;
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let destinationAmountInDefaultCurrency: number | undefined = transaction.type === TransactionType.Transfer && transaction.destinationAccount ? transaction.destinationAmount : undefined;
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if (transaction.sourceAccount.currency !== defaultCurrency) {
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const amount = exchangeRatesStore.getExchangedAmount(transaction.sourceAmount, transaction.sourceAccount.currency, defaultCurrency);
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sourceAmountInDefaultCurrency = isNumber(amount) ? Math.trunc(amount) : undefined;
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}
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if (transaction.type === TransactionType.Transfer && transaction.destinationAccount && transaction.destinationAccount.currency !== defaultCurrency) {
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const amount = exchangeRatesStore.getExchangedAmount(transaction.destinationAmount, transaction.destinationAccount.currency, defaultCurrency);
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destinationAmountInDefaultCurrency = isNumber(amount) ? Math.trunc(amount) : undefined;
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}
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if (isNumber(sourceAmountInDefaultCurrency)) {
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filteredTransactionSourceAmountsInDefaultCurrency.push(sourceAmountInDefaultCurrency);
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}
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if (isNumber(destinationAmountInDefaultCurrency)) {
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filteredTransactionDestinationAmountsInDefaultCurrency.push(destinationAmountInDefaultCurrency);
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}
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}
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function addTransactionToCategoriedDataMap(timezoneUsedForDateRange: number, categoriedDataMap: Record<string, CategoriedTransactions>, categoryDimension: TransactionExplorerDataDimension, seriesDemension: TransactionExplorerDataDimension, allAmountRanges: AmountRanges, queryName: string, queryIndex: number, transaction: TransactionInsightDataItem): void {
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const categoriedInfo = getDataCategoryInfo(timezoneUsedForDateRange, categoryDimension, allAmountRanges.categorySourceAmountRanges, allAmountRanges.categoryDestinationAmountRanges, queryName, queryIndex, transaction);
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let categoriedData = categoriedDataMap[categoriedInfo.categoryId];
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if (!categoriedData) {
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@@ -495,7 +796,7 @@ export const useExplorersStore = defineStore('explorers', () => {
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categoriedDataMap[categoriedInfo.categoryId] = categoriedData;
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}
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const seriesInfo = getDataCategoryInfo(timezoneUsedForDateRange, seriesDemension, queryName, queryIndex, transaction);
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const seriesInfo = getDataCategoryInfo(timezoneUsedForDateRange, seriesDemension, allAmountRanges.seriesSourceAmountRanges, allAmountRanges.seriesDestinationAmountRanges, queryName, queryIndex, transaction);
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let seriesData = categoriedData.trasactions[seriesInfo.categoryId];
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if (!seriesData) {
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@@ -514,6 +815,37 @@ export const useExplorersStore = defineStore('explorers', () => {
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seriesData.trasactions.push(transaction);
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}
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function buildAllAmountRanges(categoryDimension: TransactionExplorerDataDimension, seriesDimension: TransactionExplorerDataDimension, filteredTransactionSourceAmountsInDefaultCurrency: number[], filteredTransactionDestinationAmountsInDefaultCurrency: number[], rangeCount: number): AmountRanges {
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const allAmountRanges: AmountRanges = {};
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if (categoryDimension.isSourceAmountRange || seriesDimension.isSourceAmountRange) {
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filteredTransactionSourceAmountsInDefaultCurrency.sort((a, b) => a - b);
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const sorteUniqueAmounts = filteredTransactionSourceAmountsInDefaultCurrency.filter((v, i, a) => i === 0 || v !== a[i - 1]);
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if (categoryDimension.isSourceAmountRange) {
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allAmountRanges.categorySourceAmountRanges = calculateAmountRanges(sorteUniqueAmounts, categoryDimension, rangeCount);
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}
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if (seriesDimension.isSourceAmountRange) {
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allAmountRanges.seriesSourceAmountRanges = calculateAmountRanges(sorteUniqueAmounts, seriesDimension, rangeCount);
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}
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}
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if (categoryDimension.isDestinationAmountRange || seriesDimension.isDestinationAmountRange) {
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filteredTransactionDestinationAmountsInDefaultCurrency.sort((a, b) => a - b);
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const sorteUniqueAmounts = filteredTransactionDestinationAmountsInDefaultCurrency.filter((v, i, a) => i === 0 || v !== a[i - 1]);
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if (categoryDimension.isDestinationAmountRange) {
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allAmountRanges.categoryDestinationAmountRanges = calculateAmountRanges(sorteUniqueAmounts, categoryDimension, rangeCount);
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}
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if (seriesDimension.isDestinationAmountRange) {
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allAmountRanges.seriesDestinationAmountRanges = calculateAmountRanges(sorteUniqueAmounts, seriesDimension, rangeCount);
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}
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}
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return allAmountRanges;
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}
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function loadInsightsExplorerList(explorers: InsightsExplorerBasicInfo[]): void {
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allInsightsExplorerBasicInfos.value = explorers;
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allInsightsExplorerBasicInfosMap.value = {};
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@@ -650,6 +982,15 @@ export const useExplorersStore = defineStore('explorers', () => {
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return result;
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});
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const isUsingAmountRange = computed<boolean>(() => {
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const chartType = TransactionExplorerChartType.valueOf(currentInsightsExplorer.value.chartType);
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const categoryDimension = TransactionExplorerDataDimension.valueOf(currentInsightsExplorer.value.categoryDimension);
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const seriesDimension = chartType?.seriesDimensionRequired ? TransactionExplorerDataDimension.valueOf(currentInsightsExplorer.value.seriesDimension) : TransactionExplorerDataDimension.SeriesDimensionDefault;
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return categoryDimension?.isSourceAmountRange || seriesDimension?.isSourceAmountRange
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|| categoryDimension?.isDestinationAmountRange || seriesDimension?.isDestinationAmountRange
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|| false;
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});
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||||
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const filteredTransactionsInDataTable = computed<TransactionInsightDataItem[]>(() => {
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if (!allTransactions.value || allTransactions.value.length < 1) {
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return [];
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||||
@@ -795,11 +1136,14 @@ export const useExplorersStore = defineStore('explorers', () => {
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return {};
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}
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const categoriedDataMap: Record<string, CategoriedTransactions> = {};
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const defaultCurrency = userStore.currentUserDefaultCurrency;
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const filteredTransactions: TransactionInsightDataItemInQuery[] = [];
|
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const filteredTransactionSourceAmountsInDefaultCurrency: number[] = [];
|
||||
const filteredTransactionDestinationAmountsInDefaultCurrency: number[] = [];
|
||||
|
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for (const transaction of allTransactions.value) {
|
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if (!currentInsightsExplorer.value.queries || currentInsightsExplorer.value.queries.length < 1) {
|
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addTransactionToCategoriedDataMap(currentInsightsExplorer.value.timezoneUsedForDateRange, categoriedDataMap, categoryDimension, seriesDimension, '', 0, transaction);
|
||||
addTransactionToFilteredList(filteredTransactions, filteredTransactionSourceAmountsInDefaultCurrency, filteredTransactionDestinationAmountsInDefaultCurrency, defaultCurrency, '', 0, transaction);
|
||||
continue;
|
||||
}
|
||||
|
||||
@@ -807,7 +1151,7 @@ export const useExplorersStore = defineStore('explorers', () => {
|
||||
|
||||
for (const [query, index] of itemAndIndex(currentInsightsExplorer.value.queries)) {
|
||||
if (query.match(transaction, matchContext)) {
|
||||
addTransactionToCategoriedDataMap(currentInsightsExplorer.value.timezoneUsedForDateRange, categoriedDataMap, categoryDimension, seriesDimension, query.name, index, transaction);
|
||||
addTransactionToFilteredList(filteredTransactions, filteredTransactionSourceAmountsInDefaultCurrency, filteredTransactionDestinationAmountsInDefaultCurrency, defaultCurrency, query.name, index, transaction);
|
||||
|
||||
if (categoryDimension !== TransactionExplorerDataDimension.Query) {
|
||||
break;
|
||||
@@ -816,6 +1160,13 @@ export const useExplorersStore = defineStore('explorers', () => {
|
||||
}
|
||||
}
|
||||
|
||||
const categoriedDataMap: Record<string, CategoriedTransactions> = {};
|
||||
const allAmountRanges: AmountRanges = buildAllAmountRanges(categoryDimension, seriesDimension, filteredTransactionSourceAmountsInDefaultCurrency, filteredTransactionDestinationAmountsInDefaultCurrency, currentInsightsExplorer.value.amountRangeCount);
|
||||
|
||||
for (const item of filteredTransactions) {
|
||||
addTransactionToCategoriedDataMap(currentInsightsExplorer.value.timezoneUsedForDateRange, categoriedDataMap, categoryDimension, seriesDimension, allAmountRanges, item.queryName, item.queryIndex, item.transaction);
|
||||
}
|
||||
|
||||
return categoriedDataMap;
|
||||
});
|
||||
|
||||
@@ -1523,6 +1874,7 @@ export const useExplorersStore = defineStore('explorers', () => {
|
||||
currentInsightsExplorer,
|
||||
insightsExplorerListStateInvalid,
|
||||
// computed
|
||||
isUsingAmountRange,
|
||||
filteredTransactionsInDataTable,
|
||||
filteredTransactionsInDataTableStatistic,
|
||||
categoriedTransactionExplorerData,
|
||||
|
||||
Reference in New Issue
Block a user