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Reports print functionality (#622)

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* Print initial impl

* Try to keep the bigger section together

* /* Tufte-inspired Print Report Styles */

* styling

* I8n

* Move print styling out.

* FIX unrelated test ordering

on line 53 - import.rows.first doesn't guarantee ordering. Without an explicit ORDER BY, the database may return rows in any order.

* Update print-report.css

* Update print.html.erb

* pass data to view

* Update index.html.erb

* Fix ERB helpers

* Update reports_helper.rb
This commit is contained in:
soky srm
2026-01-12 14:40:30 +01:00
committed by GitHub
parent a8bdc4469b
commit 25ac822308
10 changed files with 852 additions and 66 deletions
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77
app/controllers/reports_controller.rb
View File

@@ -7,38 +7,7 @@ class ReportsController < ApplicationController
before_action :authenticate_for_export, only: :export_transactions
def index
@period_type = params[:period_type]&.to_sym || :monthly
@start_date = parse_date_param(:start_date) || default_start_date
@end_date = parse_date_param(:end_date) || default_end_date
# Validate and fix date range if end_date is before start_date
validate_and_fix_date_range(show_flash: true)
# Build the period
@period = Period.custom(start_date: @start_date, end_date: @end_date)
@previous_period = build_previous_period
# Get aggregated data
@current_income_totals = Current.family.income_statement.income_totals(period: @period)
@current_expense_totals = Current.family.income_statement.expense_totals(period: @period)
@previous_income_totals = Current.family.income_statement.income_totals(period: @previous_period)
@previous_expense_totals = Current.family.income_statement.expense_totals(period: @previous_period)
# Calculate summary metrics
@summary_metrics = build_summary_metrics
# Build trend data (last 6 months)
@trends_data = build_trends_data
# Net worth metrics
@net_worth_metrics = build_net_worth_metrics
# Transactions breakdown
@transactions = build_transactions_breakdown
# Investment metrics (must be before build_reports_sections)
@investment_metrics = build_investment_metrics
setup_report_data(show_flash: true)
# Build reports sections for collapsible/reorderable UI
@reports_sections = build_reports_sections
@@ -46,6 +15,12 @@ class ReportsController < ApplicationController
@breadcrumbs = [ [ "Home", root_path ], [ "Reports", nil ] ]
end
def print
setup_report_data(show_flash: false)
render layout: "print"
end
def update_preferences
if Current.user.update_reports_preferences(preferences_params)
head :ok
@@ -114,6 +89,44 @@ class ReportsController < ApplicationController
end
private
def setup_report_data(show_flash: false)
@period_type = params[:period_type]&.to_sym || :monthly
@start_date = parse_date_param(:start_date) || default_start_date
@end_date = parse_date_param(:end_date) || default_end_date
# Validate and fix date range if end_date is before start_date
validate_and_fix_date_range(show_flash: show_flash)
# Build the period
@period = Period.custom(start_date: @start_date, end_date: @end_date)
@previous_period = build_previous_period
# Get aggregated data
@current_income_totals = Current.family.income_statement.income_totals(period: @period)
@current_expense_totals = Current.family.income_statement.expense_totals(period: @period)
@previous_income_totals = Current.family.income_statement.income_totals(period: @previous_period)
@previous_expense_totals = Current.family.income_statement.expense_totals(period: @previous_period)
# Calculate summary metrics
@summary_metrics = build_summary_metrics
# Build trend data (last 6 months)
@trends_data = build_trends_data
# Net worth metrics
@net_worth_metrics = build_net_worth_metrics
# Transactions breakdown
@transactions = build_transactions_breakdown
# Investment metrics
@investment_metrics = build_investment_metrics
# Flags for view rendering
@has_accounts = Current.family.accounts.any?
end
def preferences_params
prefs = params.require(:preferences)
{}.tap do |permitted|