Budgeteer/BudgetApp/Components/Pages/Reports.razor

@page "/reports"
@attribute [Authorize]
@inject ITransactionRepository TransactionService
@inject IAccountRepository AccountService
@inject ICategoryRepository CategoryService
@inject ISalaryRepository SalaryService
@inject AuthenticationStateProvider AuthStateProvider
@inject IJSRuntime Js
@implements IAsyncDisposable
@rendermode InteractiveServer

<PageTitle>Reports</PageTitle>

<h3 class="mb-2">Reports</h3>
<p class="text-muted mb-4">Visual breakdown of your spending and income by category for a specified time period.</p>

@if (_loading)
{
    <p><em>Loading...</em></p>
}
else if (_accounts.Count == 0)
{
    <div class="alert alert-info">
        <h5>No data yet</h5>
        <p>Add some <a href="/accounts">accounts</a> and <a href="/transactions">transactions</a> to see your spending reports.</p>
    </div>
}
else
{
    @* ── Date Range & Account Filters ── *@
    <div class="card mb-4">
        <div class="card-header d-flex flex-wrap align-items-center justify-content-between gap-2">
            <h5 class="mb-0">Filters</h5>
            <div class="d-flex flex-wrap align-items-center gap-2">
                <div class="btn-group btn-group-sm">
                    <button class="btn @(_preset == "7d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(7)">7d</button>
                    <button class="btn @(_preset == "30d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(30)">30d</button>
                    <button class="btn @(_preset == "90d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(90)">90d</button>
                    <button class="btn @(_preset == "1y" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(365)">1y</button>
                </div>
                <input type="date" class="form-control form-control-sm" style="width:auto;"
                       title="Start date" @bind="_dateFrom" @bind:after="OnDateChanged" />
                <span class="text-muted">to</span>
                <input type="date" class="form-control form-control-sm" style="width:auto;"
                       title="End date" @bind="_dateTo" @bind:after="OnDateChanged" />
            </div>
        </div>
        <div class="card-body">
            <div class="d-flex flex-wrap gap-2">
                @foreach (var account in _accounts)
                {
                    <button class="btn btn-sm @(_selectedAccountIds.Contains(account.Id) ? "btn-primary" : "btn-outline-secondary")"
                            title="Toggle @account.Name" @onclick="() => ToggleAccount(account.Id)">
                        <span class="d-inline-block rounded-circle me-1" style="width:10px;height:10px;background-color:@account.Color;"></span>
                        @account.Name
                    </button>
                }
            </div>
        </div>
    </div>

    @* ── Expense by Category (Doughnut) ── *@
    <div class="row mb-4">
        <div class="col-lg-6 mb-4 mb-lg-0">
            <div class="card h-100">
                <div class="card-header"><h5 class="mb-0">Expenses by Category</h5></div>
                <div class="card-body">
                    @if (_categoryBreakdown.Count == 0)
                    {
                        <p class="text-muted">No expenses in this period.</p>
                    }
                    else
                    {
                        <div style="position:relative;height:clamp(250px,35vw,400px);">
                            <canvas id="expensePieChart"></canvas>
                        </div>
                    }
                </div>
            </div>
        </div>

        @* ── Income by Category (Doughnut) ── *@
        <div class="col-lg-6">
            <div class="card h-100">
                <div class="card-header"><h5 class="mb-0">Income by Category</h5></div>
                <div class="card-body">
                    @if (_incomeBreakdown.Count == 0)
                    {
                        <p class="text-muted">No income in this period.</p>
                    }
                    else
                    {
                        <div style="position:relative;height:clamp(250px,35vw,400px);">
                            <canvas id="incomePieChart"></canvas>
                        </div>
                    }
                </div>
            </div>
        </div>
    </div>

    @* ── Monthly Income vs Expenses (Bar) ── *@
    <div class="card mb-4">
        <div class="card-header"><h5 class="mb-0">Monthly Income vs Expenses</h5></div>
        <div class="card-body">
            @if (_monthlyLabels.Count == 0)
            {
                <p class="text-muted">No transactions in this period.</p>
            }
            else
            {
                <div style="position:relative;height:clamp(250px,30vw,350px);">
                    <canvas id="monthlyBarChart"></canvas>
                </div>
            }
        </div>
    </div>

    @* ── Category Breakdown Table ── *@
    <div class="card mb-4">
        <div class="card-header"><h5 class="mb-0">Category Summary</h5></div>
        <div class="card-body">
            @if (_categoryBreakdown.Count == 0 && _incomeBreakdown.Count == 0)
            {
                <p class="text-muted">No transactions in this period.</p>
            }
            else
            {
                <div class="table-responsive">
                    <table class="table table-hover mb-0">
                        <thead>
                            <tr>
                                <th>Category</th>
                                <th class="text-end">Income</th>
                                <th class="text-end">Expenses</th>
                                <th class="text-end">Net</th>
                            </tr>
                        </thead>
                        <tbody>
                            @foreach (var row in _categorySummary)
                            {
                                <tr>
                                    <td>@row.Icon @row.Name</td>
                                    <td class="text-end text-success">@_currencySymbol@row.Income.ToString("N2")</td>
                                    <td class="text-end text-danger">@_currencySymbol@row.Expense.ToString("N2")</td>
                                    <td class="text-end @(row.Net >= 0 ? "text-success" : "text-danger")">
                                        @_currencySymbol@row.Net.ToString("N2")
                                    </td>
                                </tr>
                            }
                        </tbody>
                        <tfoot>
                            <tr class="fw-bold">
                                <td>Total</td>
                                <td class="text-end text-success">@_currencySymbol@_categorySummary.Sum(r => r.Income).ToString("N2")</td>
                                <td class="text-end text-danger">@_currencySymbol@_categorySummary.Sum(r => r.Expense).ToString("N2")</td>
                                @{ var totalNet = _categorySummary.Sum(r => r.Net); }
                                <td class="text-end @(totalNet >= 0 ? "text-success" : "text-danger")">
                                    @_currencySymbol@totalNet.ToString("N2")
                                </td>
                            </tr>
                        </tfoot>
                    </table>
                </div>
            }
        </div>
    </div>
}