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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>
133 lines
4.9 KiB
TypeScript
133 lines
4.9 KiB
TypeScript
import { useState, useCallback } from "react";
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import { useTranslation } from "react-i18next";
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import { useReports } from "../hooks/useReports";
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import { PageHelp } from "../components/shared/PageHelp";
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import type { ReportTab, CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
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import PeriodSelector from "../components/dashboard/PeriodSelector";
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import MonthNavigator from "../components/budget/MonthNavigator";
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import MonthlyTrendsChart from "../components/reports/MonthlyTrendsChart";
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import CategoryBarChart from "../components/reports/CategoryBarChart";
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import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
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import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
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import TransactionDetailModal from "../components/shared/TransactionDetailModal";
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const TABS: ReportTab[] = ["trends", "byCategory", "overTime", "budgetVsActual"];
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function computeDateRange(period: DashboardPeriod): { dateFrom?: string; dateTo?: string } {
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if (period === "all") return {};
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const now = new Date();
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const year = now.getFullYear();
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const month = now.getMonth();
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const day = now.getDate();
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const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
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let from: Date;
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switch (period) {
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case "month": from = new Date(year, month, 1); break;
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case "3months": from = new Date(year, month - 2, 1); break;
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case "6months": from = new Date(year, month - 5, 1); break;
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case "12months": from = new Date(year, month - 11, 1); break;
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}
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const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
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return { dateFrom, dateTo };
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}
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export default function ReportsPage() {
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const { t } = useTranslation();
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const { state, setTab, setPeriod, navigateBudgetMonth } = useReports();
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const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
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const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
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const toggleHidden = useCallback((name: string) => {
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setHiddenCategories((prev) => {
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const next = new Set(prev);
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if (next.has(name)) next.delete(name);
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else next.add(name);
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return next;
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});
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}, []);
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const showAll = useCallback(() => setHiddenCategories(new Set()), []);
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const viewDetails = useCallback((item: CategoryBreakdownItem) => {
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setDetailModal(item);
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}, []);
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const { dateFrom, dateTo } = computeDateRange(state.period);
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return (
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<div className={state.isLoading ? "opacity-50 pointer-events-none" : ""}>
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<div className="relative flex flex-col sm:flex-row sm:items-center justify-between gap-4 mb-6">
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<div className="flex items-center gap-3">
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<h1 className="text-2xl font-bold">{t("reports.title")}</h1>
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<PageHelp helpKey="reports" />
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</div>
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{state.tab === "budgetVsActual" ? (
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<MonthNavigator
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year={state.budgetYear}
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month={state.budgetMonth}
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onNavigate={navigateBudgetMonth}
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/>
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) : (
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<PeriodSelector value={state.period} onChange={setPeriod} />
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)}
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</div>
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<div className="flex gap-2 mb-6 flex-wrap">
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{TABS.map((tab) => (
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<button
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key={tab}
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onClick={() => setTab(tab)}
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className={`px-4 py-2 rounded-lg text-sm font-medium transition-colors ${
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tab === state.tab
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? "bg-[var(--primary)] text-white"
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: "bg-[var(--card)] border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)]"
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}`}
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>
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{t(`reports.${tab}`)}
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</button>
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))}
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</div>
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{state.error && (
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<div className="bg-[var(--negative)]/10 text-[var(--negative)] rounded-xl p-4 mb-6">
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{state.error}
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</div>
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)}
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{state.tab === "trends" && <MonthlyTrendsChart data={state.monthlyTrends} />}
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{state.tab === "byCategory" && (
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<CategoryBarChart
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data={state.categorySpending}
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hiddenCategories={hiddenCategories}
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onToggleHidden={toggleHidden}
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onShowAll={showAll}
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onViewDetails={viewDetails}
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/>
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)}
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{state.tab === "overTime" && (
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<CategoryOverTimeChart
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data={state.categoryOverTime}
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hiddenCategories={hiddenCategories}
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onToggleHidden={toggleHidden}
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onShowAll={showAll}
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onViewDetails={viewDetails}
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/>
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)}
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{state.tab === "budgetVsActual" && (
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<BudgetVsActualTable data={state.budgetVsActual} />
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)}
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{detailModal && (
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<TransactionDetailModal
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categoryId={detailModal.category_id}
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categoryName={detailModal.category_name}
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categoryColor={detailModal.category_color}
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dateFrom={dateFrom}
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dateTo={dateTo}
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onClose={() => setDetailModal(null)}
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/>
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)}
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</div>
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);
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}
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