Files
firefly-ui/src/lib/components/reports/BalanceLines.svelte
T
hh 617a4700e2 feat: every page follows the one-currency mode
Totals, info boxes, section headers, group subtotals, shares and the
per-currency charts on the dashboard, transactions, search, accounts,
merchants, statement, budgets, categories, tags, groups, piggy banks,
reports and the category, tag, budget and merchant pages sum into one
converted amount when the mode is on; charts split by currency merge
into one lane. Inputs, reconciliation and the Foreign column stay exact.

Money moved to or from a debt, loan or mortgage no longer counts as
income or spending in the transaction list boxes; it shows as From
debts and To debts. The running balance of an incoming foreign-currency
transfer shows in the account's currency.
2026-10-16 18:49:16 +00:00

103 lines
3.3 KiB
Svelte

<script lang="ts">
import { createQuery } from "@tanstack/svelte-query";
import type { LineSeries } from "#lib/components/charts/chart.js";
import LineChart from "#lib/components/charts/LineChart.svelte";
import { contains, today } from "#lib/dates.js";
import { formatDate } from "#lib/format.js";
import { displayCode, inDisplay, shownCode } from "#lib/reports/display.js";
import { reportQueries } from "#lib/reports/queries.js";
import { money, useReport } from "#lib/reports/report.svelte.js";
import { modeAxis } from "#lib/reports/view.js";
import ReportBox from "./ReportBox.svelte";
let { net = false }: { net?: boolean } = $props();
const report = useReport();
const p = $derived(report.params);
const ids = $derived(
report.selected.filter(
(id) => !net || report.byId().get(id)?.include_net_worth !== false
)
);
const period = $derived.by(() => {
if (!net) {
return "1D";
}
return report.template === "multi-year" ? "1M" : "1W";
});
const chart = createQuery(() => ({
...reportQueries.chart(p.start, p.end, period, ids),
enabled: report.accountsReady && ids.length > 0,
}));
const charts = $derived.by(() => {
const byCode = new Map<string, LineSeries[]>();
const sets = chart.data ?? [];
const into = displayCode(
new Set(sets.map((set) => set.currency_code ?? ""))
);
for (const set of sets) {
const from = set.currency_code ?? "";
const code = shownCode(from, into);
const points = Object.entries(set.entries ?? {}).map(([x, y]) => ({
x: x.slice(0, 10),
y: inDisplay(Number(y), from, into).amount,
}));
const list = byCode.get(code) ?? [];
if (net && list.length > 0) {
const [sum] = list;
sum.points = sum.points.map((point, i) => ({
x: point.x,
y: point.y + (points[i]?.y ?? 0),
}));
} else {
list.push({
format: (value: number) => money(code, value),
key: net ? code : (set.label ?? code),
label: net ? `Net worth in ${code}` : (set.label ?? code),
points,
});
}
byCode.set(code, list);
}
return [...byCode.entries()].sort(
(a, b) => report.codes.indexOf(a[0]) - report.codes.indexOf(b[0])
);
});
const marker = $derived(contains(p, today()) ? today() : undefined);
const xFormat = $derived(
report.template === "multi-year"
? (x: string) => formatDate(x, "month")
: (x: string) => formatDate(x, "short")
);
</script>
<ReportBox
body="p-3"
empty={charts.length === 0}
emptyText="No accounts to chart."
id={net ? "net-worth" : "balance-chart"}
loading={chart.isPending && ids.length > 0}
title={net ? "Net worth" : "Account balances"}
>
<div class="grid gap-x-6 gap-y-4 {charts.length > 1 ? "xl:grid-cols-2" : ""}">
{#each charts as [code, series] (code)}
<div class="min-w-0">
{#if charts.length > 1 || !net}
<h3 class="mb-1 font-semibold text-[12px] text-cladd-fg-soft">
{code}
</h3>
{/if}
<LineChart
axisFormat={modeAxis(code)}
height={charts.length > 1 ? 200 : 240}
label="{net ? "Net worth" : "Account balances"} in {code}"
{marker}
{series}
{xFormat}
/>
</div>
{/each}
</div>
</ReportBox>