- <%= render DS::Link.new(
- text: t("reports.index.periods.monthly"),
- variant: @period_type == :monthly ? "secondary" : "ghost",
- href: reports_path(period_type: :monthly),
- size: :sm
- ) %>
- <%= render DS::Link.new(
- text: t("reports.index.periods.quarterly"),
- variant: @period_type == :quarterly ? "secondary" : "ghost",
- href: reports_path(period_type: :quarterly),
- size: :sm
- ) %>
- <%= render DS::Link.new(
- text: t("reports.index.periods.ytd"),
- variant: @period_type == :ytd ? "secondary" : "ghost",
- href: reports_path(period_type: :ytd),
- size: :sm
- ) %>
- <%= render DS::Link.new(
- text: t("reports.index.periods.last_6_months"),
- variant: @period_type == :last_6_months ? "secondary" : "ghost",
- href: reports_path(period_type: :last_6_months),
- size: :sm
- ) %>
- <%= render DS::Link.new(
- text: t("reports.index.periods.custom"),
- variant: @period_type == :custom ? "secondary" : "ghost",
- href: reports_path(period_type: :custom),
- size: :sm
- ) %>
+
+
+ <%= render DS::Link.new(
+ text: t("reports.index.periods.monthly"),
+ variant: @period_type == :monthly ? "secondary" : "ghost",
+ href: reports_path(period_type: :monthly),
+ size: :sm
+ ) %>
+ <%= render DS::Link.new(
+ text: t("reports.index.periods.quarterly"),
+ variant: @period_type == :quarterly ? "secondary" : "ghost",
+ href: reports_path(period_type: :quarterly),
+ size: :sm
+ ) %>
+ <%= render DS::Link.new(
+ text: t("reports.index.periods.ytd"),
+ variant: @period_type == :ytd ? "secondary" : "ghost",
+ href: reports_path(period_type: :ytd),
+ size: :sm
+ ) %>
+ <%= render DS::Link.new(
+ text: t("reports.index.periods.last_6_months"),
+ variant: @period_type == :last_6_months ? "secondary" : "ghost",
+ href: reports_path(period_type: :last_6_months),
+ size: :sm
+ ) %>
+ <%= render DS::Link.new(
+ text: t("reports.index.periods.custom"),
+ variant: @period_type == :custom ? "secondary" : "ghost",
+ href: reports_path(period_type: :custom),
+ size: :sm
+ ) %>
+
+
+ <%# Print Report Button %>
+ <%= link_to print_reports_path(period_type: @period_type, start_date: @start_date, end_date: @end_date),
+ target: "_blank",
+ rel: "noopener",
+ aria: { label: t("reports.index.print_report") },
+ class: "inline-flex items-center gap-2 px-3 py-1.5 text-sm font-medium text-secondary bg-surface-inset hover:bg-surface-hover rounded-lg transition-colors flex-shrink-0" do %>
+ <%= icon("printer", size: "sm") %>
+
<%= t("reports.index.print_report") %>
+ <% end %>
<%# Custom Date Range Picker (only shown when custom is selected) %>
diff --git a/app/views/reports/print.html.erb b/app/views/reports/print.html.erb
new file mode 100644
index 000000000..3add245f0
--- /dev/null
+++ b/app/views/reports/print.html.erb
@@ -0,0 +1,345 @@
+<% content_for :title do %>
+ <%= t("reports.print.document_title") %> - <%= @start_date.strftime("%B %d, %Y") %> to <%= @end_date.strftime("%B %d, %Y") %>
+<% end %>
+
+
+ <%# Header %>
+
+
+ <%# Summary %>
+
+ <%= t("reports.print.summary.title") %>
+
+
+
<%= t("reports.print.summary.income") %>
+
<%= @summary_metrics[:current_income].format %>
+ <% if @summary_metrics[:income_change] && @summary_metrics[:income_change] != 0 %>
+
">
+ <%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:income_change] >= 0 ? "+#{@summary_metrics[:income_change]}" : @summary_metrics[:income_change].to_s)) %>
+
+ <% end %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <% end %>
+
+
+
+
<%= t("reports.print.summary.expenses") %>
+
<%= @summary_metrics[:current_expenses].format %>
+ <% if @summary_metrics[:expense_change] && @summary_metrics[:expense_change] != 0 %>
+
">
+ <%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:expense_change] >= 0 ? "+#{@summary_metrics[:expense_change]}" : @summary_metrics[:expense_change].to_s)) %>
+
+ <% end %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <% end %>
+
+
+
+
<%= t("reports.print.summary.net_savings") %>
+
"><%= @summary_metrics[:net_savings].format %>
+ <%
+ # Calculate savings rate
+ savings_rate = @summary_metrics[:current_income].amount > 0 ? ((@summary_metrics[:net_savings].amount / @summary_metrics[:current_income].amount) * 100).round(0) : 0
+ %>
+ <% if savings_rate != 0 %>
+
<%= t("reports.print.summary.of_income", percent: savings_rate) %>
+ <% end %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <% end %>
+
+
+ <% if @summary_metrics[:budget_percent] %>
+
+ <%= t("reports.print.summary.budget") %>
+ <%= @summary_metrics[:budget_percent] %>%
+ <%= t("reports.print.summary.used") %>
+
+ <% end %>
+
+
+ <%# Net Worth %>
+ <% if @has_accounts %>
+
+ <%= t("reports.print.net_worth.title") %>
+
+
+
<%= t("reports.print.net_worth.current_balance") %>
+
">
+ <%= @net_worth_metrics[:current_net_worth].format %>
+
+ <% if @net_worth_metrics[:trend] %>
+
+ <%= @net_worth_metrics[:trend].value >= 0 ? "+" : "" %><%= @net_worth_metrics[:trend].value.format %> (<%= @net_worth_metrics[:trend].percent_formatted %>) <%= t("reports.print.net_worth.this_period") %>
+
+ <% end %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <% end %>
+
+
+
+
<%= t("reports.print.net_worth.assets") %> <%= @net_worth_metrics[:total_assets].format %>
+ <% if @net_worth_metrics[:asset_groups].any? %>
+
+
+ <% @net_worth_metrics[:asset_groups].each do |group| %>
+
+ | <%= group[:name] %> |
+ <%= group[:total].format %> |
+
+ <% end %>
+
+
+ <% end %>
+
+
+
<%= t("reports.print.net_worth.liabilities") %> <%= @net_worth_metrics[:total_liabilities].format %>
+ <% if @net_worth_metrics[:liability_groups].any? %>
+
+
+ <% @net_worth_metrics[:liability_groups].each do |group| %>
+
+ | <%= group[:name] %> |
+ <%= group[:total].format %> |
+
+ <% end %>
+
+
+ <% else %>
+
<%= t("reports.print.net_worth.no_liabilities") %>
+ <% end %>
+
+
+ <% end %>
+
+ <%# Monthly Trends %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <%= t("reports.print.trends.title") %>
+
+
+
+ | <%= t("reports.print.trends.month") %> |
+ <%= t("reports.print.trends.income") %> |
+ <%= t("reports.print.trends.expenses") %> |
+ <%= t("reports.print.trends.net") %> |
+ <%= t("reports.print.trends.savings_rate") %> |
+
+
+
+ <% @trends_data.each do |trend| %>
+ ">
+ | <%= trend[:month] %><%= trend[:is_current_month] ? " *" : "" %> |
+ <%= Money.new(trend[:income], Current.family.currency).format %> |
+ <%= Money.new(trend[:expenses], Current.family.currency).format %> |
+ "><%= Money.new(trend[:net], Current.family.currency).format %> |
+
+ <% month_savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(0) : 0 %>
+ <%= month_savings_rate %>%
+ |
+
+ <% end %>
+
+
+ <%
+ total_income = @trends_data.sum { |t| t[:income].to_d }
+ total_expenses = @trends_data.sum { |t| t[:expenses].to_d }
+ total_net = @trends_data.sum { |t| t[:net].to_d }
+ trends_count = @trends_data.length
+ avg_income = trends_count > 0 ? (total_income / trends_count) : 0
+ avg_expenses = trends_count > 0 ? (total_expenses / trends_count) : 0
+ avg_net = trends_count > 0 ? (total_net / trends_count) : 0
+ overall_savings_rate = total_income > 0 ? ((total_net / total_income) * 100).round(0) : 0
+ %>
+
+ | <%= t("reports.print.trends.average") %> |
+ <%= Money.new(avg_income, Current.family.currency).format %> |
+ <%= Money.new(avg_expenses, Current.family.currency).format %> |
+ "><%= Money.new(avg_net, Current.family.currency).format %> |
+ <%= overall_savings_rate %>% |
+
+
+
+ <% if @trends_data.any? { |t| t[:is_current_month] } %>
+
+ <% end %>
+
+ <% end %>
+
+ <%# Investments %>
+ <% if @investment_metrics[:has_investments] %>
+
+ <%= t("reports.print.investments.title") %>
+
+
+
<%= t("reports.print.investments.portfolio_value") %>
+
<%= format_money(@investment_metrics[:portfolio_value]) %>
+ <% if has_sparkline_data?(@trends_data) %>
+
+ <% end %>
+
+ <% if @investment_metrics[:unrealized_trend] %>
+
+ <%= t("reports.print.investments.total_return") %>
+
+ <%= @investment_metrics[:unrealized_trend].value >= 0 ? "+" : "" %><%= format_money(Money.new(@investment_metrics[:unrealized_trend].value, Current.family.currency)) %>
+
+
+ <%= @investment_metrics[:unrealized_trend].percent_formatted %>
+
+
+ <% end %>
+
+ <%= t("reports.print.investments.contributions") %>
+ <%= format_money(@investment_metrics[:period_contributions]) %>
+ <%= t("reports.print.investments.this_period") %>
+
+
+ <%= t("reports.print.investments.withdrawals") %>
+ <%= format_money(@investment_metrics[:period_withdrawals]) %>
+ <%= t("reports.print.investments.this_period") %>
+
+
<%= t("reports.print.investments.top_holdings") %>
+
+
+
+ | <%= t("reports.print.investments.holding") %> |
+ <%= t("reports.print.investments.weight") %> |
+ <%= t("reports.print.investments.value") %> |
+ <%= t("reports.print.investments.return") %> |
+
+
+
+ <% @investment_metrics[:top_holdings].each do |holding| %>
+
+ | <%= holding.ticker %> <%= truncate(holding.name, length: 25) %> |
+ <%= number_to_percentage(holding.weight || 0, precision: 1) %> |
+ <%= format_money(holding.amount_money) %> |
+
+ <% if holding.trend %>
+ <%= holding.trend.percent_formatted %>
+ <% else %>
+ —
+ <% end %>
+ |
+
+ <% end %>
+
+
+ <% end %>
+
+ <% end %>
+
+ <%# Spending by Category %>
+ <% if @transactions.any? %>
+
+ <%= t("reports.print.spending.title") %>
+ <%
+ income_groups = @transactions.select { |g| g[:type] == "income" }
+ expense_groups = @transactions.select { |g| g[:type] == "expense" }
+ income_total = income_groups.sum { |g| g[:total] }
+ expense_total = expense_groups.sum { |g| g[:total] }
+ %>
+
+
+ <% if income_groups.any? %>
+
+
<%= t("reports.print.spending.income") %> <%= Money.new(income_total, Current.family.currency).format %>
+
+
+
+ | <%= t("reports.print.spending.category") %> |
+ <%= t("reports.print.spending.amount") %> |
+ <%= t("reports.print.spending.percent") %> |
+
+
+
+ <% income_groups.first(8).each do |group| %>
+ <% percentage = income_total.zero? ? 0 : (group[:total].to_f / income_total * 100).round(0) %>
+
+ |
+
+ <%= group[:category_name] %>
+ |
+ <%= Money.new(group[:total], Current.family.currency).format %> |
+ <%= percentage %>% |
+
+ <% end %>
+ <% if income_groups.length > 8 %>
+
+ | <%= t("reports.print.spending.more_categories", count: income_groups.length - 8) %> |
+ |
+ |
+
+ <% end %>
+
+
+
+ <% end %>
+
+ <% if expense_groups.any? %>
+
+
<%= t("reports.print.spending.expenses") %> <%= Money.new(expense_total, Current.family.currency).format %>
+
+
+
+ | <%= t("reports.print.spending.category") %> |
+ <%= t("reports.print.spending.amount") %> |
+ <%= t("reports.print.spending.percent") %> |
+
+
+
+ <% expense_groups.first(8).each do |group| %>
+ <% percentage = expense_total.zero? ? 0 : (group[:total].to_f / expense_total * 100).round(0) %>
+
+ |
+
+ <%= group[:category_name] %>
+ |
+ <%= Money.new(group[:total], Current.family.currency).format %> |
+ <%= percentage %>% |
+
+ <% end %>
+ <% if expense_groups.length > 8 %>
+
+ | <%= t("reports.print.spending.more_categories", count: expense_groups.length - 8) %> |
+ |
+ |
+
+ <% end %>
+
+
+
+ <% end %>
+
+ <% end %>
+
+
+
diff --git a/config/locales/views/reports/en.yml b/config/locales/views/reports/en.yml
index 2d34539f7..ceebbe74c 100644
--- a/config/locales/views/reports/en.yml
+++ b/config/locales/views/reports/en.yml
@@ -5,6 +5,7 @@ en:
title: Reports
subtitle: Comprehensive insights into your financial health
export: Export CSV
+ print_report: Print Report
drag_to_reorder: "Drag to reorder section"
toggle_section: "Toggle section visibility"
periods:
@@ -149,3 +150,57 @@ en:
open_sheets: Open Google Sheets
go_to_api_keys: Go to API Keys
close: Got it
+ print:
+ document_title: Financial Report
+ title: Financial Report
+ generated_on: "Generated %{date}"
+ # Summary section
+ summary:
+ title: Summary
+ income: Income
+ expenses: Expenses
+ net_savings: Net Savings
+ budget: Budget
+ vs_prior: "%{percent}% vs prior"
+ of_income: "%{percent}% of income"
+ used: used
+ # Net Worth section
+ net_worth:
+ title: Net Worth
+ current_balance: Current Balance
+ this_period: this period
+ assets: Assets
+ liabilities: Liabilities
+ no_liabilities: No liabilities
+ # Monthly Trends section
+ trends:
+ title: Monthly Trends
+ month: Month
+ income: Income
+ expenses: Expenses
+ net: Net
+ savings_rate: Savings Rate
+ average: Average
+ current_month_note: "* Current month (partial data)"
+ # Investments section
+ investments:
+ title: Investments
+ portfolio_value: Portfolio Value
+ total_return: Total Return
+ contributions: Contributions
+ withdrawals: Withdrawals
+ this_period: this period
+ top_holdings: Top Holdings
+ holding: Holding
+ weight: Weight
+ value: Value
+ return: Return
+ # Spending by Category section
+ spending:
+ title: Spending by Category
+ income: Income
+ expenses: Expenses
+ category: Category
+ amount: Amount
+ percent: "%"
+ more_categories: "+ %{count} more categories"
diff --git a/config/routes.rb b/config/routes.rb
index ced0f676a..b2c7b84d0 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -135,6 +135,7 @@ Rails.application.routes.draw do
patch :update_preferences, on: :collection
get :export_transactions, on: :collection
get :google_sheets_instructions, on: :collection
+ get :print, on: :collection
end
resources :budgets, only: %i[index show edit update], param: :month_year do
diff --git a/test/models/import_encoding_test.rb b/test/models/import_encoding_test.rb
index 0052e8dfc..7770da992 100644
--- a/test/models/import_encoding_test.rb
+++ b/test/models/import_encoding_test.rb
@@ -50,9 +50,10 @@ class ImportEncodingTest < ActiveSupport::TestCase
assert_equal 3, import.rows_count, "Expected 3 data rows"
# Verify Polish characters were preserved correctly
- first_row = import.rows.first
- assert_not_nil first_row, "Expected first row to exist"
- assert_includes first_row.name, "spożywczy", "Polish characters should be preserved"
+ # Check that any row contains the Polish characters (test is about encoding, not ordering)
+ assert import.rows.any? { |row| row.name&.include?("spożywczy") }, "Polish characters should be preserved"
+ # Also verify other Polish characters from different rows
+ assert import.rows.any? { |row| row.name&.include?("Café") }, "Extended Latin characters should be preserved"
end
test "handles UTF-8 files without modification" do