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monitoring(wealth): paint declining segments red on portfolio chart

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Add a second SQL column on panel 5 that returns net_worth only when the
current point's previous or next neighbor is lower — i.e. the point is
part of a declining segment (including the peak and trough endpoints).
A field override draws this 'decline' series in red with no fill and
spanNulls=false, overlaying the green base line so down periods show
up as red on top of the climb.
This commit is contained in:
Viktor Barzin 2026-05-11 20:13:16 +00:00 • committed by Viktor Barzin
parent 30eff178e9
commit 396cce82cf
1 changed files with 33 additions and 2 deletions
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35
stacks/monitoring/modules/monitoring/dashboards/wealth.json
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@ -284,7 +284,7 @@
{
"id": 5,
"title": "Net worth — total over time",
"description": "Daily total_value summed across all accounts (base GBP).",
"description": "Daily total_value summed across all accounts (base GBP). Declining segments overlaid in red.",
"type": "timeseries",
"datasource": {
"type": "grafana-postgresql-datasource",
@ -330,6 +330,37 @@
"value": "Net worth"
}
]
},
{
"matcher": {
"id": "byName",
"options": "decline"
},
"properties": [
{
"id": "displayName",
"value": "Decline"
},
{
"id": "color",
"value": {
"mode": "fixed",
"fixedColor": "red"
}
},
{
"id": "custom.spanNulls",
"value": false
},
{
"id": "custom.fillOpacity",
"value": 0
},
{
"id": "custom.lineWidth",
"value": 3
}
]
}
]
},
@ -357,7 +388,7 @@
"rawQuery": true,
"editorMode": "code",
"format": "time_series",
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)) SELECT valuation_date::timestamp AS \"time\", SUM(total_value) AS net_worth FROM daily_account_valuation WHERE $__timeFilter(valuation_date) AND valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date ORDER BY valuation_date"
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), series AS (SELECT valuation_date, SUM(total_value) AS nw FROM daily_account_valuation WHERE $__timeFilter(valuation_date) AND valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), labeled AS (SELECT valuation_date, nw, LAG(nw) OVER (ORDER BY valuation_date) AS prev_nw, LEAD(nw) OVER (ORDER BY valuation_date) AS next_nw FROM series) SELECT valuation_date::timestamp AS \"time\", nw AS net_worth, CASE WHEN (prev_nw IS NOT NULL AND nw < prev_nw) OR (next_nw IS NOT NULL AND next_nw < nw) THEN nw END AS decline FROM labeled ORDER BY valuation_date"
}
]
},