373 lines
15 KiB
Plaintext
373 lines
15 KiB
Plaintext
@page "/reports"
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@attribute [Authorize]
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@inject TransactionService TransactionService
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@inject AccountService AccountService
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@inject CategoryService CategoryService
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@inject AuthenticationStateProvider AuthStateProvider
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@inject IJSRuntime JS
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@implements IAsyncDisposable
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@rendermode InteractiveServer
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<PageTitle>Reports</PageTitle>
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<h3 class="mb-2">Reports</h3>
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<p class="text-muted mb-4">Visual breakdown of your spending and income by category for a specified time period.</p>
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@if (loading)
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{
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<p><em>Loading...</em></p>
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}
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else if (accounts.Count == 0)
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{
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<div class="alert alert-info">
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<h5>No data yet</h5>
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<p>Add some <a href="/accounts">accounts</a> and <a href="/transactions">transactions</a> to see your spending reports.</p>
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</div>
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}
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else
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{
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@* ── Date Range & Account Filters ── *@
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<div class="card mb-4">
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<div class="card-header d-flex flex-wrap align-items-center justify-content-between gap-2">
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<h5 class="mb-0">Filters</h5>
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<div class="d-flex flex-wrap align-items-center gap-2">
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<div class="btn-group btn-group-sm">
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<button class="btn @(preset == "7d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(7)">7d</button>
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<button class="btn @(preset == "30d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(30)">30d</button>
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<button class="btn @(preset == "90d" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(90)">90d</button>
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<button class="btn @(preset == "1y" ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SetPreset(365)">1y</button>
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</div>
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<input type="date" class="form-control form-control-sm" style="width:auto;"
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title="Start date" @bind="dateFrom" @bind:after="OnDateChanged" />
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<span class="text-muted">to</span>
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<input type="date" class="form-control form-control-sm" style="width:auto;"
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title="End date" @bind="dateTo" @bind:after="OnDateChanged" />
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</div>
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</div>
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<div class="card-body">
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<div class="d-flex flex-wrap gap-2">
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@foreach (var account in accounts)
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{
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<button class="btn btn-sm @(selectedAccountIds.Contains(account.Id) ? "btn-primary" : "btn-outline-secondary")"
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title="Toggle @account.Name" @onclick="() => ToggleAccount(account.Id)">
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<span class="d-inline-block rounded-circle me-1" style="width:10px;height:10px;background-color:@account.Color;"></span>
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@account.Name
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</button>
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}
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</div>
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</div>
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</div>
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@* ── Expense by Category (Doughnut) ── *@
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<div class="row mb-4">
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<div class="col-lg-6 mb-4 mb-lg-0">
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<div class="card h-100">
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<div class="card-header"><h5 class="mb-0">Expenses by Category</h5></div>
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<div class="card-body">
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@if (categoryBreakdown.Count == 0)
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{
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<p class="text-muted">No expenses in this period.</p>
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}
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else
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{
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<div style="position:relative;height:clamp(250px,35vw,400px);">
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<canvas id="expensePieChart"></canvas>
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</div>
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}
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</div>
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</div>
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</div>
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@* ── Income by Category (Doughnut) ── *@
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<div class="col-lg-6">
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<div class="card h-100">
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<div class="card-header"><h5 class="mb-0">Income by Category</h5></div>
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<div class="card-body">
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@if (incomeBreakdown.Count == 0)
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{
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<p class="text-muted">No income in this period.</p>
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}
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else
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{
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<div style="position:relative;height:clamp(250px,35vw,400px);">
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<canvas id="incomePieChart"></canvas>
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</div>
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}
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</div>
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</div>
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</div>
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</div>
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@* ── Monthly Income vs Expenses (Bar) ── *@
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<div class="card mb-4">
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<div class="card-header"><h5 class="mb-0">Monthly Income vs Expenses</h5></div>
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<div class="card-body">
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@if (monthlyLabels.Count == 0)
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{
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<p class="text-muted">No transactions in this period.</p>
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}
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else
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{
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<div style="position:relative;height:clamp(250px,30vw,350px);">
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<canvas id="monthlyBarChart"></canvas>
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</div>
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}
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</div>
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</div>
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@* ── Category Breakdown Table ── *@
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<div class="card mb-4">
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<div class="card-header"><h5 class="mb-0">Category Summary</h5></div>
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<div class="card-body">
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@if (categoryBreakdown.Count == 0 && incomeBreakdown.Count == 0)
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{
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<p class="text-muted">No transactions in this period.</p>
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}
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else
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{
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<div class="table-responsive">
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<table class="table table-hover mb-0">
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<thead>
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<tr>
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<th>Category</th>
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<th class="text-end">Income</th>
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<th class="text-end">Expenses</th>
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<th class="text-end">Net</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var row in categorySummary)
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{
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<tr>
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<td>@row.Icon @row.Name</td>
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<td class="text-end text-success">@currencySymbol@row.Income.ToString("N2")</td>
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<td class="text-end text-danger">@currencySymbol@row.Expense.ToString("N2")</td>
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<td class="text-end @(row.Net >= 0 ? "text-success" : "text-danger")">
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@currencySymbol@row.Net.ToString("N2")
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</td>
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</tr>
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}
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</tbody>
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<tfoot>
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<tr class="fw-bold">
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<td>Total</td>
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<td class="text-end text-success">@currencySymbol@categorySummary.Sum(r => r.Income).ToString("N2")</td>
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<td class="text-end text-danger">@currencySymbol@categorySummary.Sum(r => r.Expense).ToString("N2")</td>
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@{ var totalNet = categorySummary.Sum(r => r.Net); }
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<td class="text-end @(totalNet >= 0 ? "text-success" : "text-danger")">
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@currencySymbol@totalNet.ToString("N2")
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</td>
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</tr>
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</tfoot>
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</table>
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</div>
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}
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</div>
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</div>
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}
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@code {
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private bool loading = true;
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private string? userId;
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private DateTime dateFrom = DateTime.Today;
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private DateTime dateTo = DateTime.Today.AddDays(30);
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private string? preset = "30d";
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private List<Account> accounts = [];
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private HashSet<int> selectedAccountIds = [];
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private List<Category> categories = [];
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private string currencySymbol = "£";
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private List<CategoryAmount> categoryBreakdown = [];
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private List<CategoryAmount> incomeBreakdown = [];
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private List<CategorySummaryRow> categorySummary = [];
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private List<string> monthlyLabels = [];
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private List<decimal> monthlyIncome = [];
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private List<decimal> monthlyExpenses = [];
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private static readonly string[] chartColors =
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[
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"#4dc9f6", "#f67019", "#f53794", "#537bc4", "#acc236",
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"#166a8f", "#00a950", "#58595b", "#8549ba", "#e6194b",
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"#3cb44b", "#ffe119", "#4363d8", "#f58231", "#911eb4",
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"#42d4f4", "#f032e6", "#bfef45", "#fabed4", "#469990"
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];
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protected override async Task OnInitializedAsync()
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{
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var authState = await AuthStateProvider.GetAuthenticationStateAsync();
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userId = authState.User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value;
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if (userId is null) return;
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accounts = await AccountService.GetAccountsAsync(userId);
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categories = await CategoryService.GetCategoriesAsync(userId);
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selectedAccountIds = accounts.Select(a => a.Id).ToHashSet();
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currencySymbol = accounts.FirstOrDefault()?.GetSymbol() ?? "£";
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await LoadReport();
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loading = false;
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}
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protected override async Task OnAfterRenderAsync(bool firstRender)
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{
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if (!firstRender || loading) return;
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await RenderCharts();
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}
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private async Task LoadReport()
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{
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if (userId is null) return;
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var transactions = await TransactionService.GetTransactionsInRangeAsync(userId, dateFrom, dateTo);
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var filtered = transactions
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.Where(t => selectedAccountIds.Contains(t.AccountId))
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.ToList();
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categoryBreakdown = filtered
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.Where(t => t.Type == TransactionType.Expense)
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.GroupBy(t => t.CategoryId)
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.Select(g =>
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{
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var cat = categories.FirstOrDefault(c => c.Id == g.Key);
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return new CategoryAmount
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{
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Name = cat?.Name ?? "Uncategorised",
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Icon = cat?.Icon ?? "",
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Total = g.Sum(t => t.Amount)
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};
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})
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.OrderByDescending(c => c.Total)
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.ToList();
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incomeBreakdown = filtered
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.Where(t => t.Type == TransactionType.Income)
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.GroupBy(t => t.CategoryId)
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.Select(g =>
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{
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var cat = categories.FirstOrDefault(c => c.Id == g.Key);
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return new CategoryAmount
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{
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Name = cat?.Name ?? "Uncategorised",
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Icon = cat?.Icon ?? "",
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Total = g.Sum(t => t.Amount)
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};
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})
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.OrderByDescending(c => c.Total)
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.ToList();
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var allCategoryKeys = filtered
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.Select(t => t.CategoryId)
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.Distinct()
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.ToList();
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categorySummary = allCategoryKeys.Select(key =>
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{
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var cat = categories.FirstOrDefault(c => c.Id == key);
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var income = filtered.Where(t => t.CategoryId == key && t.Type == TransactionType.Income).Sum(t => t.Amount);
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var expense = filtered.Where(t => t.CategoryId == key && t.Type == TransactionType.Expense).Sum(t => t.Amount);
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return new CategorySummaryRow
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{
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Name = cat?.Name ?? "Uncategorised",
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Icon = cat?.Icon ?? "",
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Income = income,
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Expense = expense
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};
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})
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.OrderByDescending(r => r.Expense)
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.ToList();
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// Monthly data
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var monthly = filtered
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.GroupBy(t => new { t.Date.Year, t.Date.Month })
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.OrderBy(g => g.Key.Year).ThenBy(g => g.Key.Month)
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.ToList();
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monthlyLabels = monthly.Select(g => $"{g.Key.Year}-{g.Key.Month:D2}").ToList();
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monthlyIncome = monthly.Select(g => g.Where(t => t.Type == TransactionType.Income).Sum(t => t.Amount)).ToList();
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monthlyExpenses = monthly.Select(g => g.Where(t => t.Type == TransactionType.Expense).Sum(t => t.Amount)).ToList();
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}
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private async Task RenderCharts()
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{
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if (categoryBreakdown.Count > 0)
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{
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var labels = categoryBreakdown.Select(c => $"{c.Icon} {c.Name}".Trim()).ToArray();
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var data = categoryBreakdown.Select(c => c.Total).ToArray();
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var colors = Enumerable.Range(0, categoryBreakdown.Count).Select(i => chartColors[i % chartColors.Length]).ToArray();
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await JS.InvokeVoidAsync("chartInterop.createOrUpdatePieChart", "expensePieChart", labels, data, colors, currencySymbol, "doughnut");
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}
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if (incomeBreakdown.Count > 0)
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{
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var labels = incomeBreakdown.Select(c => $"{c.Icon} {c.Name}".Trim()).ToArray();
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var data = incomeBreakdown.Select(c => c.Total).ToArray();
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var colors = Enumerable.Range(0, incomeBreakdown.Count).Select(i => chartColors[i % chartColors.Length]).ToArray();
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await JS.InvokeVoidAsync("chartInterop.createOrUpdatePieChart", "incomePieChart", labels, data, colors, currencySymbol, "doughnut");
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}
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if (monthlyLabels.Count > 0)
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{
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await JS.InvokeVoidAsync("chartInterop.createOrUpdateBarChart", "monthlyBarChart", monthlyLabels.ToArray(), monthlyIncome.ToArray(), monthlyExpenses.ToArray(), currencySymbol);
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}
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}
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private async Task SetPreset(int days)
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{
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preset = days switch { 7 => "7d", 30 => "30d", 90 => "90d", 365 => "1y", _ => null };
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dateFrom = DateTime.Today;
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dateTo = DateTime.Today.AddDays(days);
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await Refresh();
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}
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private async Task OnDateChanged()
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{
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preset = null;
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await Refresh();
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}
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private async Task ToggleAccount(int accountId)
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{
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if (!selectedAccountIds.Remove(accountId))
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selectedAccountIds.Add(accountId);
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await Refresh();
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}
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private async Task Refresh()
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{
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await LoadReport();
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StateHasChanged();
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await Task.Yield();
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await RenderCharts();
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}
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public async ValueTask DisposeAsync()
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{
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try
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{
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await JS.InvokeVoidAsync("chartInterop.destroyChart", "expensePieChart");
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await JS.InvokeVoidAsync("chartInterop.destroyChart", "incomePieChart");
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await JS.InvokeVoidAsync("chartInterop.destroyChart", "monthlyBarChart");
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}
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catch (JSDisconnectedException) { }
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}
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private sealed class CategoryAmount
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{
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public string Name { get; set; } = string.Empty;
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public string Icon { get; set; } = string.Empty;
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public decimal Total { get; set; }
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}
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private sealed class CategorySummaryRow
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{
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public string Name { get; set; } = string.Empty;
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public string Icon { get; set; } = string.Empty;
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public decimal Income { get; set; }
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public decimal Expense { get; set; }
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public decimal Net => Income - Expense;
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}
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}
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