Bump version to 0.6.0 — Reports enhancements and comment visibility fix
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- Add table/chart toggle for Trends, By Category, and Over Time reports
- Add "Show amounts" toggle to display values on chart elements
- Add filter panel with category checkboxes and source dropdown
- Add source filter at SQL level for all chart report queries
- Add sticky headers on Dynamic Report and Budget vs Actual tables
- Add interactive hover: dimmed non-hovered bars, filtered tooltip, legend hover
- Fix comment icon color to match split indicator (orange) (#7)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
le king fu 2026-03-04 21:01:13 -05:00
parent 6cb9c75a55
commit 0a5b7bce10
19 changed files with 698 additions and 76 deletions

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@ -2,6 +2,20 @@
## [Unreleased]
## [0.6.0]
### Added
- Reports: toggle between table and chart view for Trends, By Category, and Over Time tabs
- Reports: "Show amounts" toggle displays values directly on chart bars and area curves
- Reports: filter panel with category checkboxes (search, select all/none) and source dropdown
- Reports: source filter applies at SQL level for accurate filtered totals
- Reports: sticky table headers on all report tables (Dynamic Report, Budget vs Actual)
- Reports: interactive hover — dimmed non-hovered bars, tooltip filtered to hovered category
- Reports: legend hover highlights category across all months (Over Time chart)
### Fixed
- Transaction table: comment icon now turns orange (like split icon) when a note is present (#7)
## [0.5.0]
### Added

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@ -1,7 +1,7 @@
{
"name": "simpl_result_scaffold",
"private": true,
"version": "0.5.0",
"version": "0.6.0",
"license": "GPL-3.0-only",
"type": "module",
"scripts": {

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@ -1,7 +1,7 @@
{
"$schema": "https://schema.tauri.app/config/2",
"productName": "Simpl Resultat",
"version": "0.5.2",
"version": "0.6.0",
"identifier": "com.simpl.resultat",
"build": {
"beforeDevCommand": "npm run dev",

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@ -142,43 +142,43 @@ export default function BudgetVsActualTable({ data }: BudgetVsActualTableProps)
{subtotalsOnTop ? t("reports.subtotalsOnTop") : t("reports.subtotalsOnBottom")}
</button>
</div>
<div className="overflow-x-auto">
<div className="overflow-x-auto overflow-y-auto" style={{ maxHeight: "calc(100vh - 220px)" }}>
<table className="w-full text-sm">
<thead>
<tr className="border-b border-[var(--border)]">
<th rowSpan={2} className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] align-bottom">
<thead className="sticky top-0 z-20">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
<th rowSpan={2} className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] align-bottom bg-[var(--card)]">
{t("budget.category")}
</th>
<th colSpan={4} className="text-center px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)]">
<th colSpan={4} className="text-center px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)] bg-[var(--card)]">
{t("reports.bva.monthly")}
</th>
<th colSpan={4} className="text-center px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)]">
<th colSpan={4} className="text-center px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)] bg-[var(--card)]">
{t("reports.bva.ytd")}
</th>
</tr>
<tr className="border-b border-[var(--border)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)]">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)] bg-[var(--card)]">
{t("budget.actual")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("budget.planned")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("reports.bva.dollarVar")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("reports.bva.pctVar")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)] bg-[var(--card)]">
{t("budget.actual")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("budget.planned")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("reports.bva.dollarVar")}
</th>
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)]">
<th className="text-right px-3 py-1 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("reports.bva.pctVar")}
</th>
</tr>

View file

@ -8,6 +8,7 @@ import {
Tooltip,
ResponsiveContainer,
Cell,
LabelList,
} from "recharts";
import { Eye } from "lucide-react";
import type { CategoryBreakdownItem } from "../../shared/types";
@ -23,6 +24,7 @@ interface CategoryBarChartProps {
onToggleHidden: (categoryName: string) => void;
onShowAll: () => void;
onViewDetails: (item: CategoryBreakdownItem) => void;
showAmounts?: boolean;
}
export default function CategoryBarChart({
@ -31,9 +33,11 @@ export default function CategoryBarChart({
onToggleHidden,
onShowAll,
onViewDetails,
showAmounts,
}: CategoryBarChartProps) {
const { t } = useTranslation();
const hoveredRef = useRef<CategoryBreakdownItem | null>(null);
const [hoveredIndex, setHoveredIndex] = useState<number | null>(null);
const [contextMenu, setContextMenu] = useState<{ x: number; y: number; item: CategoryBreakdownItem } | null>(null);
const visibleData = data.filter((d) => !hiddenCategories.has(d.category_name));
@ -112,11 +116,21 @@ export default function CategoryBarChart({
<Cell
key={index}
fill={getPatternFill("cat-bar", index, item.category_color)}
onMouseEnter={() => { hoveredRef.current = item; }}
onMouseLeave={() => { hoveredRef.current = null; }}
fillOpacity={hoveredIndex === null || hoveredIndex === index ? 1 : 0.3}
onMouseEnter={() => { hoveredRef.current = item; setHoveredIndex(index); }}
onMouseLeave={() => { hoveredRef.current = null; setHoveredIndex(null); }}
cursor="context-menu"
style={{ transition: "fill-opacity 150ms" }}
/>
))}
{showAmounts && (
<LabelList
dataKey="total"
position="right"
formatter={(v: unknown) => cadFormatter(Number(v))}
style={{ fill: "var(--foreground)", fontSize: 11 }}
/>
)}
</Bar>
</BarChart>
</ResponsiveContainer>

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@ -9,6 +9,7 @@ import {
ResponsiveContainer,
Legend,
CartesianGrid,
LabelList,
} from "recharts";
import { Eye } from "lucide-react";
import type { CategoryOverTimeData, CategoryBreakdownItem } from "../../shared/types";
@ -30,6 +31,7 @@ interface CategoryOverTimeChartProps {
onToggleHidden: (categoryName: string) => void;
onShowAll: () => void;
onViewDetails: (item: CategoryBreakdownItem) => void;
showAmounts?: boolean;
}
export default function CategoryOverTimeChart({
@ -38,9 +40,11 @@ export default function CategoryOverTimeChart({
onToggleHidden,
onShowAll,
onViewDetails,
showAmounts,
}: CategoryOverTimeChartProps) {
const { t } = useTranslation();
const hoveredRef = useRef<string | null>(null);
const [hoveredCategory, setHoveredCategory] = useState<string | null>(null);
const [contextMenu, setContextMenu] = useState<{ x: number; y: number; name: string } | null>(null);
const visibleCategories = data.categories.filter((name) => !hiddenCategories.has(name));
@ -109,7 +113,10 @@ export default function CategoryOverTimeChart({
width={80}
/>
<Tooltip
formatter={(value: number | undefined) => cadFormatter(value ?? 0)}
formatter={(value: unknown, name: unknown) => {
if (hoveredCategory && name !== hoveredCategory) return [null, null];
return [cadFormatter(Number(value) || 0), String(name)];
}}
labelFormatter={(label) => formatMonth(String(label))}
contentStyle={{
backgroundColor: "var(--card)",
@ -119,18 +126,36 @@ export default function CategoryOverTimeChart({
}}
labelStyle={{ color: "var(--foreground)" }}
itemStyle={{ color: "var(--foreground)" }}
filterNull
/>
<Legend
onMouseEnter={(e) => {
if (e && e.dataKey) setHoveredCategory(String(e.dataKey));
}}
onMouseLeave={() => setHoveredCategory(null)}
wrapperStyle={{ cursor: "pointer" }}
/>
<Legend />
{categoryEntries.map((c) => (
<Bar
key={c.name}
dataKey={c.name}
stackId="stack"
fill={getPatternFill("cat-time", c.index, c.color)}
onMouseEnter={() => { hoveredRef.current = c.name; }}
onMouseLeave={() => { hoveredRef.current = null; }}
fillOpacity={hoveredCategory === null || hoveredCategory === c.name ? 1 : 0.2}
onMouseEnter={() => { hoveredRef.current = c.name; setHoveredCategory(c.name); }}
onMouseLeave={() => { hoveredRef.current = null; setHoveredCategory(null); }}
cursor="context-menu"
style={{ transition: "fill-opacity 150ms" }}
>
{showAmounts && (
<LabelList
dataKey={c.name}
position="center"
formatter={(v: unknown) => Number(v) ? cadFormatter(Number(v)) : ""}
style={{ fill: "#fff", fontSize: 10, fontWeight: 600, textShadow: "0 1px 2px rgba(0,0,0,0.5)" }}
/>
)}
</Bar>
))}
</BarChart>
</ResponsiveContainer>

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@ -0,0 +1,111 @@
import { useTranslation } from "react-i18next";
import type { CategoryOverTimeData } from "../../shared/types";
const cadFormatter = (value: number) =>
new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD", maximumFractionDigits: 0 }).format(value);
function formatMonth(month: string): string {
const [year, m] = month.split("-");
const date = new Date(Number(year), Number(m) - 1);
return date.toLocaleDateString("default", { month: "short", year: "2-digit" });
}
interface CategoryOverTimeTableProps {
data: CategoryOverTimeData;
hiddenCategories?: Set<string>;
}
export default function CategoryOverTimeTable({ data, hiddenCategories }: CategoryOverTimeTableProps) {
const { t } = useTranslation();
if (data.data.length === 0) {
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-8 text-center text-[var(--muted-foreground)]">
{t("dashboard.noData")}
</div>
);
}
const visibleCategories = hiddenCategories?.size
? data.categories.filter((name) => !hiddenCategories.has(name))
: data.categories;
const months = data.data.map((d) => d.month);
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
<div className="overflow-x-auto overflow-y-auto" style={{ maxHeight: "calc(100vh - 220px)" }}>
<table className="w-full text-sm whitespace-nowrap">
<thead className="sticky top-0 z-20">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
<th className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)] sticky left-0 z-30 min-w-[140px]">
{t("budget.category")}
</th>
{months.map((month) => (
<th key={month} className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)] min-w-[90px]">
{formatMonth(month)}
</th>
))}
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)] border-l border-[var(--border)] min-w-[90px]">
{t("common.total")}
</th>
</tr>
</thead>
<tbody>
{visibleCategories.map((category) => {
const rowTotal = data.data.reduce((sum, d) => sum + ((d as Record<string, unknown>)[category] as number || 0), 0);
return (
<tr key={category} className="border-b border-[var(--border)]/50">
<td className="px-3 py-1.5 sticky left-0 bg-[var(--card)] z-10">
<span className="flex items-center gap-2">
<span
className="w-2.5 h-2.5 rounded-full shrink-0"
style={{ backgroundColor: data.colors[category] }}
/>
{category}
</span>
</td>
{months.map((month) => {
const monthData = data.data.find((d) => d.month === month);
const value = (monthData as Record<string, unknown>)?.[category] as number || 0;
return (
<td key={month} className="text-right px-3 py-1.5">
{value ? cadFormatter(value) : "—"}
</td>
);
})}
<td className="text-right px-3 py-1.5 font-semibold border-l border-[var(--border)]/50">
{cadFormatter(rowTotal)}
</td>
</tr>
);
})}
<tr className="border-t-2 border-[var(--border)] font-bold bg-[var(--muted)]/20">
<td className="px-3 py-2 sticky left-0 bg-[var(--muted)]/20 z-10">{t("common.total")}</td>
{months.map((month) => {
const monthData = data.data.find((d) => d.month === month);
const monthTotal = visibleCategories.reduce(
(sum, cat) => sum + ((monthData as Record<string, unknown>)?.[cat] as number || 0),
0,
);
return (
<td key={month} className="text-right px-3 py-2">
{cadFormatter(monthTotal)}
</td>
);
})}
<td className="text-right px-3 py-2 border-l border-[var(--border)]/50">
{cadFormatter(
visibleCategories.reduce(
(sum, cat) => sum + data.data.reduce((s, d) => s + ((d as Record<string, unknown>)[cat] as number || 0), 0),
0,
),
)}
</td>
</tr>
</tbody>
</table>
</div>
</div>
);
}

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@ -0,0 +1,74 @@
import { useTranslation } from "react-i18next";
import type { CategoryBreakdownItem } from "../../shared/types";
const cadFormatter = (value: number) =>
new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD", maximumFractionDigits: 0 }).format(value);
interface CategoryTableProps {
data: CategoryBreakdownItem[];
hiddenCategories?: Set<string>;
}
export default function CategoryTable({ data, hiddenCategories }: CategoryTableProps) {
const { t } = useTranslation();
const visibleData = hiddenCategories?.size
? data.filter((d) => !hiddenCategories.has(d.category_name))
: data;
if (visibleData.length === 0) {
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-8 text-center text-[var(--muted-foreground)]">
{t("dashboard.noData")}
</div>
);
}
const grandTotal = visibleData.reduce((sum, row) => sum + row.total, 0);
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
<div className="overflow-x-auto overflow-y-auto" style={{ maxHeight: "calc(100vh - 220px)" }}>
<table className="w-full text-sm">
<thead className="sticky top-0 z-20">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
<th className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("budget.category")}
</th>
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("common.total")}
</th>
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
%
</th>
</tr>
</thead>
<tbody>
{visibleData.map((row) => (
<tr key={row.category_id ?? "uncategorized"} className="border-b border-[var(--border)]/50">
<td className="px-3 py-1.5">
<span className="flex items-center gap-2">
<span
className="w-2.5 h-2.5 rounded-full shrink-0"
style={{ backgroundColor: row.category_color }}
/>
{row.category_name}
</span>
</td>
<td className="text-right px-3 py-1.5">{cadFormatter(row.total)}</td>
<td className="text-right px-3 py-1.5 text-[var(--muted-foreground)]">
{grandTotal !== 0 ? `${((row.total / grandTotal) * 100).toFixed(1)}%` : "—"}
</td>
</tr>
))}
<tr className="border-t-2 border-[var(--border)] font-bold bg-[var(--muted)]/20">
<td className="px-3 py-2">{t("common.total")}</td>
<td className="text-right px-3 py-2">{cadFormatter(grandTotal)}</td>
<td className="text-right px-3 py-2 text-[var(--muted-foreground)]">100%</td>
</tr>
</tbody>
</table>
</div>
</div>
);
}

View file

@ -149,18 +149,18 @@ export default function DynamicReportTable({ config, result }: DynamicReportTabl
</button>
</div>
)}
<div className="overflow-x-auto">
<div className="overflow-x-auto overflow-y-auto" style={{ maxHeight: "calc(100vh - 220px)" }}>
<table className="w-full text-sm">
<thead>
<tr className="border-b border-[var(--border)]">
<thead className="sticky top-0 z-20">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
{rowDims.map((dim) => (
<th key={dim} className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)]">
<th key={dim} className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{fieldLabel(dim)}
</th>
))}
{colValues.map((colVal) =>
measures.map((m) => (
<th key={`${colVal}-${m}`} className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)]">
<th key={`${colVal}-${m}`} className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] border-l border-[var(--border)] bg-[var(--card)]">
{colDims.length > 0 ? (measures.length > 1 ? `${colLabel(colVal)}${measureLabel(m)}` : colLabel(colVal)) : measureLabel(m)}
</th>
))

View file

@ -7,6 +7,7 @@ import {
Tooltip,
ResponsiveContainer,
CartesianGrid,
LabelList,
} from "recharts";
import type { MonthlyTrendItem } from "../../shared/types";
@ -21,9 +22,10 @@ function formatMonth(month: string): string {
interface MonthlyTrendsChartProps {
data: MonthlyTrendItem[];
showAmounts?: boolean;
}
export default function MonthlyTrendsChart({ data }: MonthlyTrendsChartProps) {
export default function MonthlyTrendsChart({ data, showAmounts }: MonthlyTrendsChartProps) {
const { t } = useTranslation();
if (data.length === 0) {
@ -80,7 +82,16 @@ export default function MonthlyTrendsChart({ data }: MonthlyTrendsChartProps) {
stroke="var(--positive)"
fill="url(#gradientIncome)"
strokeWidth={2}
>
{showAmounts && (
<LabelList
dataKey="income"
position="top"
formatter={(v: unknown) => cadFormatter(Number(v))}
style={{ fill: "var(--positive)", fontSize: 10, fontWeight: 600 }}
/>
)}
</Area>
<Area
type="monotone"
dataKey="expenses"
@ -88,7 +99,16 @@ export default function MonthlyTrendsChart({ data }: MonthlyTrendsChartProps) {
stroke="var(--negative)"
fill="url(#gradientExpenses)"
strokeWidth={2}
>
{showAmounts && (
<LabelList
dataKey="expenses"
position="bottom"
formatter={(v: unknown) => cadFormatter(Number(v))}
style={{ fill: "var(--negative)", fontSize: 10, fontWeight: 600 }}
/>
)}
</Area>
</AreaChart>
</ResponsiveContainer>
</div>

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@ -0,0 +1,77 @@
import { useTranslation } from "react-i18next";
import type { MonthlyTrendItem } from "../../shared/types";
const cadFormatter = (value: number) =>
new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD", maximumFractionDigits: 0 }).format(value);
function formatMonth(month: string): string {
const [year, m] = month.split("-");
const date = new Date(Number(year), Number(m) - 1);
return date.toLocaleDateString("default", { month: "short", year: "2-digit" });
}
interface MonthlyTrendsTableProps {
data: MonthlyTrendItem[];
}
export default function MonthlyTrendsTable({ data }: MonthlyTrendsTableProps) {
const { t } = useTranslation();
if (data.length === 0) {
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-8 text-center text-[var(--muted-foreground)]">
{t("dashboard.noData")}
</div>
);
}
const totals = data.reduce(
(acc, row) => ({ income: acc.income + row.income, expenses: acc.expenses + row.expenses }),
{ income: 0, expenses: 0 },
);
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
<div className="overflow-x-auto overflow-y-auto" style={{ maxHeight: "calc(100vh - 220px)" }}>
<table className="w-full text-sm">
<thead className="sticky top-0 z-20">
<tr className="border-b border-[var(--border)] bg-[var(--card)]">
<th className="text-left px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("reports.pivot.month")}
</th>
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("dashboard.income")}
</th>
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("dashboard.expenses")}
</th>
<th className="text-right px-3 py-2 font-medium text-[var(--muted-foreground)] bg-[var(--card)]">
{t("dashboard.net")}
</th>
</tr>
</thead>
<tbody>
{data.map((row) => (
<tr key={row.month} className="border-b border-[var(--border)]/50">
<td className="px-3 py-1.5">{formatMonth(row.month)}</td>
<td className="text-right px-3 py-1.5 text-[var(--positive)]">{cadFormatter(row.income)}</td>
<td className="text-right px-3 py-1.5 text-[var(--negative)]">{cadFormatter(row.expenses)}</td>
<td className={`text-right px-3 py-1.5 ${row.income - row.expenses >= 0 ? "text-[var(--positive)]" : "text-[var(--negative)]"}`}>
{cadFormatter(row.income - row.expenses)}
</td>
</tr>
))}
<tr className="border-t-2 border-[var(--border)] font-bold bg-[var(--muted)]/20">
<td className="px-3 py-2">{t("common.total")}</td>
<td className="text-right px-3 py-2 text-[var(--positive)]">{cadFormatter(totals.income)}</td>
<td className="text-right px-3 py-2 text-[var(--negative)]">{cadFormatter(totals.expenses)}</td>
<td className={`text-right px-3 py-2 ${totals.income - totals.expenses >= 0 ? "text-[var(--positive)]" : "text-[var(--negative)]"}`}>
{cadFormatter(totals.income - totals.expenses)}
</td>
</tr>
</tbody>
</table>
</div>
</div>
);
}

View file

@ -0,0 +1,135 @@
import { useState } from "react";
import { useTranslation } from "react-i18next";
import { Filter, Search } from "lucide-react";
import type { ImportSource } from "../../shared/types";
interface ReportFilterPanelProps {
categories: { name: string; color: string }[];
hiddenCategories: Set<string>;
onToggleHidden: (name: string) => void;
onShowAll: () => void;
sources: ImportSource[];
selectedSourceId: number | null;
onSourceChange: (id: number | null) => void;
}
export default function ReportFilterPanel({
categories,
hiddenCategories,
onToggleHidden,
onShowAll,
sources,
selectedSourceId,
onSourceChange,
}: ReportFilterPanelProps) {
const { t } = useTranslation();
const [search, setSearch] = useState("");
const [collapsed, setCollapsed] = useState(false);
const filtered = search
? categories.filter((c) => c.name.toLowerCase().includes(search.toLowerCase()))
: categories;
const allVisible = hiddenCategories.size === 0;
const allHidden = hiddenCategories.size === categories.length;
return (
<div className="w-56 shrink-0 sticky top-4 self-start space-y-3">
{/* Source filter */}
{sources.length > 1 && (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
<div className="px-3 py-2.5 text-sm font-medium text-[var(--foreground)] flex items-center gap-2">
<Filter size={14} className="text-[var(--muted-foreground)]" />
{t("transactions.table.source")}
</div>
<div className="border-t border-[var(--border)] px-2 py-2">
<select
value={selectedSourceId ?? ""}
onChange={(e) => onSourceChange(e.target.value ? Number(e.target.value) : null)}
className="w-full px-2 py-1.5 text-xs rounded-lg border border-[var(--border)] bg-[var(--background)] text-[var(--foreground)] focus:outline-none focus:ring-1 focus:ring-[var(--primary)]"
>
<option value="">{t("transactions.filters.allSources")}</option>
{sources.map((s) => (
<option key={s.id} value={s.id}>{s.name}</option>
))}
</select>
</div>
</div>
)}
{/* Category filter */}
{categories.length > 0 && <div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
<button
onClick={() => setCollapsed(!collapsed)}
className="w-full flex items-center gap-2 px-3 py-2.5 text-sm font-medium text-[var(--foreground)] hover:bg-[var(--muted)] transition-colors"
>
<Filter size={14} className="text-[var(--muted-foreground)]" />
{t("reports.filters.title")}
<span className="ml-auto text-xs text-[var(--muted-foreground)]">
{categories.length - hiddenCategories.size}/{categories.length}
</span>
</button>
{!collapsed && (
<div className="border-t border-[var(--border)]">
<div className="px-2 py-2">
<div className="relative">
<Search size={13} className="absolute left-2 top-1/2 -translate-y-1/2 text-[var(--muted-foreground)]" />
<input
type="text"
value={search}
onChange={(e) => setSearch(e.target.value)}
placeholder={t("reports.filters.search")}
className="w-full pl-7 pr-2 py-1.5 text-xs rounded-lg border border-[var(--border)] bg-[var(--background)] text-[var(--foreground)] placeholder:text-[var(--muted-foreground)] focus:outline-none focus:ring-1 focus:ring-[var(--primary)]"
/>
</div>
</div>
<div className="px-2 pb-1 flex gap-1">
<button
onClick={onShowAll}
disabled={allVisible}
className="text-xs px-2 py-0.5 rounded bg-[var(--muted)] text-[var(--muted-foreground)] hover:bg-[var(--border)] transition-colors disabled:opacity-40"
>
{t("reports.filters.all")}
</button>
<button
onClick={() => categories.forEach((c) => { if (!hiddenCategories.has(c.name)) onToggleHidden(c.name); })}
disabled={allHidden}
className="text-xs px-2 py-0.5 rounded bg-[var(--muted)] text-[var(--muted-foreground)] hover:bg-[var(--border)] transition-colors disabled:opacity-40"
>
{t("reports.filters.none")}
</button>
</div>
<div className="max-h-64 overflow-y-auto px-2 pb-2 space-y-0.5">
{filtered.map((cat) => {
const visible = !hiddenCategories.has(cat.name);
return (
<label
key={cat.name}
className="flex items-center gap-2 px-1.5 py-1 rounded hover:bg-[var(--muted)] cursor-pointer transition-colors"
>
<input
type="checkbox"
checked={visible}
onChange={() => onToggleHidden(cat.name)}
className="rounded border-[var(--border)] text-[var(--primary)] focus:ring-[var(--primary)] h-3.5 w-3.5"
/>
<span
className="w-2 h-2 rounded-full shrink-0"
style={{ backgroundColor: cat.color }}
/>
<span className={`text-xs truncate ${visible ? "text-[var(--foreground)]" : "text-[var(--muted-foreground)] line-through"}`}>
{cat.name}
</span>
</label>
);
})}
</div>
</div>
)}
</div>}
</div>
);
}

View file

@ -196,7 +196,7 @@ export default function TransactionTable({
onClick={() => toggleNotes(row)}
className={`p-1 rounded hover:bg-[var(--muted)] transition-colors ${
row.notes
? "text-[var(--primary)]"
? "text-orange-500"
: "text-[var(--muted-foreground)]"
}`}
title={t("transactions.notes.placeholder")}

View file

@ -18,6 +18,7 @@ interface ReportsState {
period: DashboardPeriod;
customDateFrom: string;
customDateTo: string;
sourceId: number | null;
monthlyTrends: MonthlyTrendItem[];
categorySpending: CategoryBreakdownItem[];
categoryOverTime: CategoryOverTimeData;
@ -42,7 +43,8 @@ type ReportsAction =
| { type: "SET_BUDGET_VS_ACTUAL"; payload: BudgetVsActualRow[] }
| { type: "SET_PIVOT_CONFIG"; payload: PivotConfig }
| { type: "SET_PIVOT_RESULT"; payload: PivotResult }
| { type: "SET_CUSTOM_DATES"; payload: { dateFrom: string; dateTo: string } };
| { type: "SET_CUSTOM_DATES"; payload: { dateFrom: string; dateTo: string } }
| { type: "SET_SOURCE_ID"; payload: number | null };
const now = new Date();
const todayStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
@ -53,6 +55,7 @@ const initialState: ReportsState = {
period: "6months",
customDateFrom: monthStartStr,
customDateTo: todayStr,
sourceId: null,
monthlyTrends: [],
categorySpending: [],
categoryOverTime: { categories: [], data: [], colors: {}, categoryIds: {} },
@ -91,6 +94,8 @@ function reducer(state: ReportsState, action: ReportsAction): ReportsState {
return { ...state, pivotResult: action.payload, isLoading: false };
case "SET_CUSTOM_DATES":
return { ...state, period: "custom" as DashboardPeriod, customDateFrom: action.payload.dateFrom, customDateTo: action.payload.dateTo };
case "SET_SOURCE_ID":
return { ...state, sourceId: action.payload };
default:
return state;
}
@ -152,6 +157,7 @@ export function useReports() {
customFrom?: string,
customTo?: string,
pivotCfg?: PivotConfig,
srcId?: number | null,
) => {
const fetchId = ++fetchIdRef.current;
dispatch({ type: "SET_LOADING", payload: true });
@ -161,21 +167,21 @@ export function useReports() {
switch (tab) {
case "trends": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getMonthlyTrends(dateFrom, dateTo);
const data = await getMonthlyTrends(dateFrom, dateTo, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_MONTHLY_TRENDS", payload: data });
break;
}
case "byCategory": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getExpensesByCategory(dateFrom, dateTo);
const data = await getExpensesByCategory(dateFrom, dateTo, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_CATEGORY_SPENDING", payload: data });
break;
}
case "overTime": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getCategoryOverTime(dateFrom, dateTo);
const data = await getCategoryOverTime(dateFrom, dateTo, undefined, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_CATEGORY_OVER_TIME", payload: data });
break;
@ -207,8 +213,8 @@ export function useReports() {
}, []);
useEffect(() => {
fetchData(state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig);
}, [state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig, fetchData]);
fetchData(state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig, state.sourceId);
}, [state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig, state.sourceId, fetchData]);
const setTab = useCallback((tab: ReportTab) => {
dispatch({ type: "SET_TAB", payload: tab });
@ -239,5 +245,9 @@ export function useReports() {
dispatch({ type: "SET_PIVOT_CONFIG", payload: config });
}, []);
return { state, setTab, setPeriod, setCustomDates, navigateBudgetMonth, setPivotConfig };
const setSourceId = useCallback((id: number | null) => {
dispatch({ type: "SET_SOURCE_ID", payload: id });
}, []);
return { state, setTab, setPeriod, setCustomDates, navigateBudgetMonth, setPivotConfig, setSourceId };
}

View file

@ -17,6 +17,7 @@
"balance": "Balance",
"income": "Income",
"expenses": "Expenses",
"net": "Net",
"noData": "No data available. Start by importing your bank statements.",
"expensesByCategory": "Expenses by Category",
"recentTransactions": "Recent Transactions",
@ -353,6 +354,12 @@
"showAmounts": "Show amounts",
"hideAmounts": "Hide amounts"
},
"filters": {
"title": "Categories",
"search": "Search...",
"all": "All",
"none": "None"
},
"bva": {
"monthly": "Monthly",
"ytd": "Year-to-Date",

View file

@ -17,6 +17,7 @@
"balance": "Solde",
"income": "Revenus",
"expenses": "Dépenses",
"net": "Net",
"noData": "Aucune donnée disponible. Commencez par importer vos relevés bancaires.",
"expensesByCategory": "Dépenses par catégorie",
"recentTransactions": "Transactions récentes",
@ -353,6 +354,12 @@
"showAmounts": "Afficher les montants",
"hideAmounts": "Masquer les montants"
},
"filters": {
"title": "Catégories",
"search": "Rechercher...",
"all": "Toutes",
"none": "Aucune"
},
"bva": {
"monthly": "Mensuel",
"ytd": "Cumul annuel",

View file

@ -1,15 +1,21 @@
import { useState, useCallback } from "react";
import { useState, useCallback, useMemo, useEffect } from "react";
import { useTranslation } from "react-i18next";
import { Hash, Table, BarChart3 } from "lucide-react";
import { useReports } from "../hooks/useReports";
import { PageHelp } from "../components/shared/PageHelp";
import type { ReportTab, CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
import type { ReportTab, CategoryBreakdownItem, DashboardPeriod, ImportSource } from "../shared/types";
import { getAllSources } from "../services/importSourceService";
import PeriodSelector from "../components/dashboard/PeriodSelector";
import MonthNavigator from "../components/budget/MonthNavigator";
import MonthlyTrendsChart from "../components/reports/MonthlyTrendsChart";
import MonthlyTrendsTable from "../components/reports/MonthlyTrendsTable";
import CategoryBarChart from "../components/reports/CategoryBarChart";
import CategoryTable from "../components/reports/CategoryTable";
import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
import CategoryOverTimeTable from "../components/reports/CategoryOverTimeTable";
import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
import DynamicReport from "../components/reports/DynamicReport";
import ReportFilterPanel from "../components/reports/ReportFilterPanel";
import TransactionDetailModal from "../components/shared/TransactionDetailModal";
const TABS: ReportTab[] = ["trends", "byCategory", "overTime", "budgetVsActual", "dynamic"];
@ -43,10 +49,19 @@ function computeDateRange(
export default function ReportsPage() {
const { t } = useTranslation();
const { state, setTab, setPeriod, setCustomDates, navigateBudgetMonth, setPivotConfig } = useReports();
const { state, setTab, setPeriod, setCustomDates, navigateBudgetMonth, setPivotConfig, setSourceId } = useReports();
const [sources, setSources] = useState<ImportSource[]>([]);
useEffect(() => {
getAllSources().then(setSources);
}, []);
const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
const [showAmounts, setShowAmounts] = useState(() => localStorage.getItem("reports-show-amounts") === "true");
const [viewMode, setViewMode] = useState<"chart" | "table">(() =>
(localStorage.getItem("reports-view-mode") as "chart" | "table") || "chart"
);
const toggleHidden = useCallback((name: string) => {
setHiddenCategories((prev) => {
@ -65,6 +80,22 @@ export default function ReportsPage() {
const { dateFrom, dateTo } = computeDateRange(state.period, state.customDateFrom, state.customDateTo);
const filterCategories = useMemo(() => {
if (state.tab === "byCategory") {
return state.categorySpending.map((c) => ({ name: c.category_name, color: c.category_color }));
}
if (state.tab === "overTime") {
return state.categoryOverTime.categories.map((name) => ({
name,
color: state.categoryOverTime.colors[name] || "#9ca3af",
}));
}
return [];
}, [state.tab, state.categorySpending, state.categoryOverTime]);
const hasCategories = ["byCategory", "overTime"].includes(state.tab) && filterCategories.length > 0;
const showFilterPanel = hasCategories || (state.tab === "trends" && sources.length > 1);
return (
<div className={state.isLoading ? "opacity-50 pointer-events-none" : ""}>
<div className="relative flex flex-col sm:flex-row sm:items-center justify-between gap-4 mb-6">
@ -89,7 +120,7 @@ export default function ReportsPage() {
)}
</div>
<div className="flex gap-2 mb-6 flex-wrap">
<div className="flex gap-2 mb-6 flex-wrap items-center">
{TABS.map((tab) => (
<button
key={tab}
@ -103,6 +134,54 @@ export default function ReportsPage() {
{t(`reports.${tab}`)}
</button>
))}
{["trends", "byCategory", "overTime"].includes(state.tab) && (
<>
<div className="mx-1 h-6 w-px bg-[var(--border)]" />
{([
{ mode: "chart" as const, icon: <BarChart3 size={14} />, label: t("reports.pivot.viewChart") },
{ mode: "table" as const, icon: <Table size={14} />, label: t("reports.pivot.viewTable") },
]).map(({ mode, icon, label }) => (
<button
key={mode}
onClick={() => {
setViewMode(mode);
localStorage.setItem("reports-view-mode", mode);
}}
className={`inline-flex items-center gap-1.5 px-3 py-2 rounded-lg text-sm font-medium transition-colors ${
mode === viewMode
? "bg-[var(--primary)] text-white"
: "bg-[var(--card)] border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)]"
}`}
>
{icon}
{label}
</button>
))}
{viewMode === "chart" && (
<>
<div className="mx-1 h-6 w-px bg-[var(--border)]" />
<button
onClick={() => {
setShowAmounts((prev) => {
const next = !prev;
localStorage.setItem("reports-show-amounts", String(next));
return next;
});
}}
className={`inline-flex items-center gap-1.5 px-3 py-2 rounded-lg text-sm font-medium transition-colors ${
showAmounts
? "bg-[var(--primary)] text-white"
: "bg-[var(--card)] border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)]"
}`}
title={showAmounts ? t("reports.detail.hideAmounts") : t("reports.detail.showAmounts")}
>
<Hash size={14} />
{showAmounts ? t("reports.detail.hideAmounts") : t("reports.detail.showAmounts")}
</button>
</>
)}
</>
)}
</div>
{state.error && (
@ -111,24 +190,42 @@ export default function ReportsPage() {
</div>
)}
{state.tab === "trends" && <MonthlyTrendsChart data={state.monthlyTrends} />}
<div className={showFilterPanel ? "flex gap-4 items-start" : ""}>
<div className={showFilterPanel ? "flex-1 min-w-0" : ""}>
{state.tab === "trends" && (
viewMode === "chart" ? (
<MonthlyTrendsChart data={state.monthlyTrends} showAmounts={showAmounts} />
) : (
<MonthlyTrendsTable data={state.monthlyTrends} />
)
)}
{state.tab === "byCategory" && (
viewMode === "chart" ? (
<CategoryBarChart
data={state.categorySpending}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
showAmounts={showAmounts}
/>
) : (
<CategoryTable data={state.categorySpending} hiddenCategories={hiddenCategories} />
)
)}
{state.tab === "overTime" && (
viewMode === "chart" ? (
<CategoryOverTimeChart
data={state.categoryOverTime}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
showAmounts={showAmounts}
/>
) : (
<CategoryOverTimeTable data={state.categoryOverTime} hiddenCategories={hiddenCategories} />
)
)}
{state.tab === "budgetVsActual" && (
<BudgetVsActualTable data={state.budgetVsActual} />
@ -140,6 +237,19 @@ export default function ReportsPage() {
onConfigChange={setPivotConfig}
/>
)}
</div>
{showFilterPanel && (
<ReportFilterPanel
categories={filterCategories}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
sources={sources}
selectedSourceId={state.sourceId}
onSourceChange={setSourceId}
/>
)}
</div>
{detailModal && (
<TransactionDetailModal

View file

@ -53,7 +53,8 @@ export async function getDashboardSummary(
export async function getExpensesByCategory(
dateFrom?: string,
dateTo?: string
dateTo?: string,
sourceId?: number,
): Promise<CategoryBreakdownItem[]> {
const db = await getDb();
@ -71,6 +72,11 @@ export async function getExpensesByCategory(
params.push(dateTo);
paramIndex++;
}
if (sourceId != null) {
whereClauses.push(`t.source_id = $${paramIndex}`);
params.push(sourceId);
paramIndex++;
}
const whereSQL = `WHERE ${whereClauses.join(" AND ")}`;

View file

@ -12,7 +12,8 @@ import type {
export async function getMonthlyTrends(
dateFrom?: string,
dateTo?: string
dateTo?: string,
sourceId?: number,
): Promise<MonthlyTrendItem[]> {
const db = await getDb();
@ -30,6 +31,11 @@ export async function getMonthlyTrends(
params.push(dateTo);
paramIndex++;
}
if (sourceId != null) {
whereClauses.push(`source_id = $${paramIndex}`);
params.push(sourceId);
paramIndex++;
}
const whereSQL =
whereClauses.length > 0 ? `WHERE ${whereClauses.join(" AND ")}` : "";
@ -50,7 +56,8 @@ export async function getMonthlyTrends(
export async function getCategoryOverTime(
dateFrom?: string,
dateTo?: string,
topN: number = 8
topN: number = 8,
sourceId?: number,
): Promise<CategoryOverTimeData> {
const db = await getDb();
@ -68,6 +75,11 @@ export async function getCategoryOverTime(
params.push(dateTo);
paramIndex++;
}
if (sourceId != null) {
whereClauses.push(`t.source_id = $${paramIndex}`);
params.push(sourceId);
paramIndex++;
}
const whereSQL = `WHERE ${whereClauses.join(" AND ")}`;