whisper-money/resources/js/components/charts/sankey-chart.tsx

552 lines
21 KiB
TypeScript

import {
Popover,
PopoverContent,
PopoverTrigger,
} from '@/components/ui/popover';
import { Separator } from '@/components/ui/separator';
import { SankeyCategory, SankeyData } from '@/hooks/use-cashflow-data';
import {
calculatePercentage,
GroupedCategory,
groupSmallCategories,
} from '@/lib/sankey-utils';
import { cn } from '@/lib/utils';
import { Category } from '@/types/category';
import { __ } from '@/utils/i18n';
import { useMemo, useState } from 'react';
interface SankeyChartProps {
data: SankeyData;
height?: number;
className?: string;
currency?: string;
groupingThreshold?: number;
}
interface NodeData {
id: string;
label: string;
value: number;
color: string;
y: number;
height: number;
column: 0 | 1 | 2;
category?: Category;
}
interface LinkData {
source: string;
target: string;
value: number;
sourceY: number;
targetY: number;
sourceHeight: number;
targetHeight: number;
}
const COLUMN_POSITIONS = [0.25, 0.5, 0.75];
const NODE_WIDTH = 8;
const NODE_PADDING = 6;
const MIN_NODE_HEIGHT = 20;
function formatAmount(amountInCents: number, currency: string): string {
return new Intl.NumberFormat('en-US', {
style: 'currency',
currency: currency,
minimumFractionDigits: 0,
maximumFractionDigits: 0,
}).format(amountInCents / 100);
}
interface OtherCategoriesBreakdownProps {
categories: SankeyCategory[];
total: number;
currency: string;
grandTotal: number;
}
function OtherCategoriesBreakdown({
categories,
total,
currency,
grandTotal,
}: OtherCategoriesBreakdownProps) {
return (
<div className="w-64">
<div className="space-y-3">
<div>
<h4 className="text-sm font-medium">
{__('Other Categories (')}
{categories.length})
</h4>
<p className="text-xs text-muted-foreground">
{__('Categories below 5% of total')}
</p>
</div>
<div className="max-h-60 space-y-1.5 overflow-y-auto">
{categories.map((item) => {
const percentage = calculatePercentage(
item.amount,
grandTotal,
);
return (
<div
key={item.category_id}
className="flex items-center justify-between gap-3 text-xs"
>
<div className="flex items-center gap-2 truncate">
<div
className="size-2 shrink-0 rounded-full"
style={{
backgroundColor:
item.category.color ||
'var(--color-chart-4)',
}}
/>
<span className="truncate">
{item.category.name}
</span>
</div>
<div className="flex shrink-0 items-center gap-2">
<span className="font-medium">
{formatAmount(item.amount, currency)}
</span>
<span className="text-muted-foreground">
{percentage.toFixed(1)}%
</span>
</div>
</div>
);
})}
</div>
<Separator />
<div className="flex items-center justify-between text-sm font-medium">
<span>{__('Total')}</span>
<span>{formatAmount(total, currency)}</span>
</div>
</div>
</div>
);
}
export function SankeyChart({
data,
height = 400,
className,
currency = 'USD',
groupingThreshold = 0.03,
}: SankeyChartProps) {
const [hoveredNode, setHoveredNode] = useState<string | null>(null);
const [hoveredLink, setHoveredLink] = useState<string | null>(null);
const { nodes, links, isEmpty, otherGroups } = useMemo(() => {
const {
income_categories,
expense_categories,
total_income,
total_expense,
} = data;
if (total_income === 0 && total_expense === 0) {
return {
nodes: [],
links: [],
isEmpty: true,
otherGroups: {},
};
}
const nodeMap: Record<string, NodeData> = {};
const linkList: LinkData[] = [];
const otherGroupsMap: Record<string, GroupedCategory> = {};
// Calculate available height for nodes
const availableHeight = height - 40; // padding
const maxTotal = Math.max(total_income, total_expense);
// Group income categories
const groupedIncome = groupSmallCategories(
income_categories,
total_income,
groupingThreshold,
);
// Create income nodes (left column)
let incomeY = 20;
const incomeNodes = groupedIncome.main.map((item) => {
const nodeHeight = Math.max(
MIN_NODE_HEIGHT,
(item.amount / maxTotal) * availableHeight * 0.5,
);
const node: NodeData = {
id: `income-${item.category_id}`,
label: item.category.name,
value: item.amount,
color: item.category.color || 'var(--color-chart-2)',
y: incomeY,
height: nodeHeight,
column: 0,
category: item.category,
};
incomeY += nodeHeight + NODE_PADDING;
return node;
});
// Add "Other" income node if needed
if (groupedIncome.other) {
const nodeHeight = Math.max(
MIN_NODE_HEIGHT,
(groupedIncome.other.total / maxTotal) * availableHeight * 0.5,
);
const otherNode: NodeData = {
id: 'income-other',
label: __('Other'),
value: groupedIncome.other.total,
color: 'var(--color-muted)',
y: incomeY,
height: nodeHeight,
column: 0,
};
incomeNodes.push(otherNode);
otherGroupsMap['income-other'] = groupedIncome.other;
incomeY += nodeHeight + NODE_PADDING;
}
// Create center node (total cashflow)
const centerHeight = Math.max(
MIN_NODE_HEIGHT * 1.5,
(Math.max(total_income, total_expense) / maxTotal) *
availableHeight *
0.6,
);
const centerY = (height - centerHeight) / 2;
const centerNode: NodeData = {
id: 'center',
label: __('Cashflow'),
value: total_income - total_expense,
color: 'var(--color-chart-1)',
y: centerY,
height: centerHeight,
column: 1,
};
// Group expense categories
const groupedExpense = groupSmallCategories(
expense_categories,
total_expense,
groupingThreshold,
);
// Create expense nodes (right column)
let expenseY = 20;
const expenseNodes = groupedExpense.main.map((item) => {
const nodeHeight = Math.max(
MIN_NODE_HEIGHT,
(item.amount / maxTotal) * availableHeight * 0.5,
);
const node: NodeData = {
id: `expense-${item.category_id}`,
label: item.category.name,
value: item.amount,
color: item.category.color || 'var(--color-chart-3)',
y: expenseY,
height: nodeHeight,
column: 2,
category: item.category,
};
expenseY += nodeHeight + NODE_PADDING;
return node;
});
// Add "Other" expense node if needed
if (groupedExpense.other) {
const nodeHeight = Math.max(
MIN_NODE_HEIGHT,
(groupedExpense.other.total / maxTotal) * availableHeight * 0.5,
);
const otherNode: NodeData = {
id: 'expense-other',
label: __('Other'),
value: groupedExpense.other.total,
color: 'var(--color-muted)',
y: expenseY,
height: nodeHeight,
column: 2,
};
expenseNodes.push(otherNode);
otherGroupsMap['expense-other'] = groupedExpense.other;
expenseY += nodeHeight + NODE_PADDING;
}
// Add all nodes to map
incomeNodes.forEach((n) => (nodeMap[n.id] = n));
nodeMap[centerNode.id] = centerNode;
expenseNodes.forEach((n) => (nodeMap[n.id] = n));
// Create links from income to center
let incomeLinkY = centerY;
incomeNodes.forEach((incomeNode) => {
const linkHeight = (incomeNode.value / total_income) * centerHeight;
linkList.push({
source: incomeNode.id,
target: 'center',
value: incomeNode.value,
sourceY: incomeNode.y + incomeNode.height / 2,
targetY: incomeLinkY + linkHeight / 2,
sourceHeight: incomeNode.height,
targetHeight: linkHeight,
});
incomeLinkY += linkHeight;
});
// Create links from center to expenses
let expenseLinkY = centerY;
expenseNodes.forEach((expenseNode) => {
const linkHeight =
(expenseNode.value / total_expense) * centerHeight;
linkList.push({
source: 'center',
target: expenseNode.id,
value: expenseNode.value,
sourceY: expenseLinkY + linkHeight / 2,
targetY: expenseNode.y + expenseNode.height / 2,
sourceHeight: linkHeight,
targetHeight: expenseNode.height,
});
expenseLinkY += linkHeight;
});
return {
nodes: Object.values(nodeMap),
links: linkList,
isEmpty: false,
otherGroups: otherGroupsMap,
};
}, [data, height, groupingThreshold]);
if (isEmpty) {
return (
<div
className={cn(
'flex items-center justify-center text-muted-foreground',
className,
)}
style={{ height }}
>
{__('No cashflow data for this period')}
</div>
);
}
const width = 600; // SVG viewBox width
return (
<div className={cn('w-full overflow-x-auto', className)}>
<svg
viewBox={`0 0 ${width} ${height}`}
className="w-full"
style={{ minWidth: 400, maxWidth: '100%' }}
preserveAspectRatio="xMidYMid meet"
>
{/* Links */}
<g className="links">
{links.map((link) => {
const sourceNode = nodes.find(
(n) => n.id === link.source,
);
const targetNode = nodes.find(
(n) => n.id === link.target,
);
if (!sourceNode || !targetNode) return null;
const sourceX =
COLUMN_POSITIONS[sourceNode.column] * width +
NODE_WIDTH / 2;
const targetX =
COLUMN_POSITIONS[targetNode.column] * width -
NODE_WIDTH / 2;
const linkId = `${link.source}-${link.target}`;
const isHovered =
hoveredLink === linkId ||
hoveredNode === link.source ||
hoveredNode === link.target;
// Create a curved path
const path = `
M ${sourceX} ${link.sourceY - link.sourceHeight / 2}
C ${(sourceX + targetX) / 2} ${link.sourceY - link.sourceHeight / 2},
${(sourceX + targetX) / 2} ${link.targetY - link.targetHeight / 2},
${targetX} ${link.targetY - link.targetHeight / 2}
L ${targetX} ${link.targetY + link.targetHeight / 2}
C ${(sourceX + targetX) / 2} ${link.targetY + link.targetHeight / 2},
${(sourceX + targetX) / 2} ${link.sourceY + link.sourceHeight / 2},
${sourceX} ${link.sourceY + link.sourceHeight / 2}
Z
`;
return (
<path
key={linkId}
d={path}
fill={
sourceNode.column === 0
? 'var(--color-chart-2)'
: 'var(--color-chart-3)'
}
fillOpacity={isHovered ? 0.6 : 0.3}
className="transition-all duration-200"
onMouseEnter={() => setHoveredLink(linkId)}
onMouseLeave={() => setHoveredLink(null)}
/>
);
})}
</g>
{/* Nodes */}
<g className="nodes">
{nodes.map((node) => {
const x =
COLUMN_POSITIONS[node.column] * width -
NODE_WIDTH / 2;
const isHovered = hoveredNode === node.id;
const isOtherNode = node.id.endsWith('-other');
const otherGroup = isOtherNode
? otherGroups[node.id]
: null;
const nodeContent = (
<g
key={node.id}
onMouseEnter={() => setHoveredNode(node.id)}
onMouseLeave={() => setHoveredNode(null)}
className={cn(
'transition-all duration-200',
isOtherNode && 'cursor-pointer',
!isOtherNode && 'cursor-default',
)}
>
<rect
x={x}
y={node.y}
width={NODE_WIDTH}
height={node.height}
rx={2}
fill={
node.id === 'center'
? 'var(--color-chart-1)'
: node.color
}
fillOpacity={
isOtherNode
? isHovered
? 1
: 0.6
: isHovered
? 1
: 0.8
}
stroke={
isOtherNode ? 'var(--border)' : 'none'
}
strokeWidth={isOtherNode ? 1 : 0}
className="transition-all duration-200"
/>
{/* Label */}
<text
x={
node.column === 0
? x - 6
: node.column === 2
? x + NODE_WIDTH + 6
: x + NODE_WIDTH / 2
}
y={node.y + node.height / 2 - 6}
textAnchor={
node.column === 0
? 'end'
: node.column === 2
? 'start'
: 'middle'
}
dominantBaseline="middle"
className="fill-foreground text-[9px] font-medium"
>
{node.label}
{isOtherNode && (
<tspan className="fill-muted-foreground">
{' '}
</tspan>
)}
</text>
{/* Amount */}
<text
x={
node.column === 0
? x - 6
: node.column === 2
? x + NODE_WIDTH + 6
: x + NODE_WIDTH / 2
}
y={node.y + node.height / 2 + 6}
textAnchor={
node.column === 0
? 'end'
: node.column === 2
? 'start'
: 'middle'
}
dominantBaseline="middle"
className="fill-muted-foreground text-[9px]"
>
{formatAmount(node.value, currency)}
</text>
</g>
);
// Wrap "Other" nodes in Popover
if (isOtherNode && otherGroup) {
const grandTotal = node.id.startsWith('income-')
? data.total_income
: data.total_expense;
return (
<Popover key={node.id}>
<PopoverTrigger
asChild
aria-label={`View ${otherGroup.categories.length} grouped categories totaling ${formatAmount(otherGroup.total, currency)}`}
>
{nodeContent}
</PopoverTrigger>
<PopoverContent
align={
node.column === 0 ? 'start' : 'end'
}
side="top"
className="p-4"
>
<OtherCategoriesBreakdown
categories={otherGroup.categories}
total={otherGroup.total}
currency={currency}
grandTotal={grandTotal}
/>
</PopoverContent>
</Popover>
);
}
return nodeContent;
})}
</g>
</svg>
</div>
);
}