Simpl-Resultat/src/pages/ReportsPage.tsx
Le-King-Fu 5e7c7e6609
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feat: add Budget vs Actual report tab with monthly and YTD comparison
New tabular report showing actual vs budgeted amounts per category,
with dollar and percentage variations for both the selected month
and year-to-date. Includes parent/child hierarchy, type grouping,
variation coloring, and month navigation.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 18:01:10 +00:00

133 lines
4.9 KiB
TypeScript

import { useState, useCallback } from "react";
import { useTranslation } from "react-i18next";
import { useReports } from "../hooks/useReports";
import { PageHelp } from "../components/shared/PageHelp";
import type { ReportTab, CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
import PeriodSelector from "../components/dashboard/PeriodSelector";
import MonthNavigator from "../components/budget/MonthNavigator";
import MonthlyTrendsChart from "../components/reports/MonthlyTrendsChart";
import CategoryBarChart from "../components/reports/CategoryBarChart";
import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
import TransactionDetailModal from "../components/shared/TransactionDetailModal";
const TABS: ReportTab[] = ["trends", "byCategory", "overTime", "budgetVsActual"];
function computeDateRange(period: DashboardPeriod): { dateFrom?: string; dateTo?: string } {
if (period === "all") return {};
const now = new Date();
const year = now.getFullYear();
const month = now.getMonth();
const day = now.getDate();
const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
let from: Date;
switch (period) {
case "month": from = new Date(year, month, 1); break;
case "3months": from = new Date(year, month - 2, 1); break;
case "6months": from = new Date(year, month - 5, 1); break;
case "12months": from = new Date(year, month - 11, 1); break;
}
const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
return { dateFrom, dateTo };
}
export default function ReportsPage() {
const { t } = useTranslation();
const { state, setTab, setPeriod, navigateBudgetMonth } = useReports();
const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
const toggleHidden = useCallback((name: string) => {
setHiddenCategories((prev) => {
const next = new Set(prev);
if (next.has(name)) next.delete(name);
else next.add(name);
return next;
});
}, []);
const showAll = useCallback(() => setHiddenCategories(new Set()), []);
const viewDetails = useCallback((item: CategoryBreakdownItem) => {
setDetailModal(item);
}, []);
const { dateFrom, dateTo } = computeDateRange(state.period);
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">
<div className="flex items-center gap-3">
<h1 className="text-2xl font-bold">{t("reports.title")}</h1>
<PageHelp helpKey="reports" />
</div>
{state.tab === "budgetVsActual" ? (
<MonthNavigator
year={state.budgetYear}
month={state.budgetMonth}
onNavigate={navigateBudgetMonth}
/>
) : (
<PeriodSelector value={state.period} onChange={setPeriod} />
)}
</div>
<div className="flex gap-2 mb-6 flex-wrap">
{TABS.map((tab) => (
<button
key={tab}
onClick={() => setTab(tab)}
className={`px-4 py-2 rounded-lg text-sm font-medium transition-colors ${
tab === state.tab
? "bg-[var(--primary)] text-white"
: "bg-[var(--card)] border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)]"
}`}
>
{t(`reports.${tab}`)}
</button>
))}
</div>
{state.error && (
<div className="bg-[var(--negative)]/10 text-[var(--negative)] rounded-xl p-4 mb-6">
{state.error}
</div>
)}
{state.tab === "trends" && <MonthlyTrendsChart data={state.monthlyTrends} />}
{state.tab === "byCategory" && (
<CategoryBarChart
data={state.categorySpending}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
/>
)}
{state.tab === "overTime" && (
<CategoryOverTimeChart
data={state.categoryOverTime}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
/>
)}
{state.tab === "budgetVsActual" && (
<BudgetVsActualTable data={state.budgetVsActual} />
)}
{detailModal && (
<TransactionDetailModal
categoryId={detailModal.category_id}
categoryName={detailModal.category_name}
categoryColor={detailModal.category_color}
dateFrom={dateFrom}
dateTo={dateTo}
onClose={() => setDetailModal(null)}
/>
)}
</div>
);
}