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Reports print functionality (#622)
* 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
28
app/views/layouts/print.html.erb
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28
app/views/layouts/print.html.erb
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@@ -0,0 +1,28 @@
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<!DOCTYPE html>
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<html lang="en" class="font-sans">
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<head>
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<title><%= content_for(:title) || t("reports.print.document_title") %></title>
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<%= csrf_meta_tags %>
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<%= stylesheet_link_tag "tailwind", "data-turbo-track": "reload" %>
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<meta name="viewport" content="width=device-width, initial-scale=1">
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<meta name="robots" content="noindex, nofollow">
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</head>
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<body class="bg-white text-gray-900 antialiased print-body">
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<div class="print-container">
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<%= yield %>
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</div>
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<script>
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// Auto-trigger print dialog when page loads
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window.onload = function() {
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// Small delay to ensure styles are loaded
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setTimeout(function() {
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window.print();
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}, 500);
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};
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</script>
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</body>
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</html>
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@@ -17,37 +17,49 @@
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<% end %>
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<%# Period Navigation Tabs %>
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<div class="flex items-center gap-2 overflow-x-auto pb-2">
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<%= render DS::Link.new(
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text: t("reports.index.periods.monthly"),
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variant: @period_type == :monthly ? "secondary" : "ghost",
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href: reports_path(period_type: :monthly),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.quarterly"),
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variant: @period_type == :quarterly ? "secondary" : "ghost",
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href: reports_path(period_type: :quarterly),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.ytd"),
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variant: @period_type == :ytd ? "secondary" : "ghost",
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href: reports_path(period_type: :ytd),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.last_6_months"),
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variant: @period_type == :last_6_months ? "secondary" : "ghost",
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href: reports_path(period_type: :last_6_months),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.custom"),
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variant: @period_type == :custom ? "secondary" : "ghost",
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href: reports_path(period_type: :custom),
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size: :sm
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) %>
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<div class="flex items-center justify-between gap-4">
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<div class="flex items-center gap-2 overflow-x-auto pb-2">
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<%= render DS::Link.new(
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text: t("reports.index.periods.monthly"),
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variant: @period_type == :monthly ? "secondary" : "ghost",
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href: reports_path(period_type: :monthly),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.quarterly"),
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variant: @period_type == :quarterly ? "secondary" : "ghost",
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href: reports_path(period_type: :quarterly),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.ytd"),
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variant: @period_type == :ytd ? "secondary" : "ghost",
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href: reports_path(period_type: :ytd),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.last_6_months"),
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variant: @period_type == :last_6_months ? "secondary" : "ghost",
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href: reports_path(period_type: :last_6_months),
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size: :sm
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) %>
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<%= render DS::Link.new(
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text: t("reports.index.periods.custom"),
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variant: @period_type == :custom ? "secondary" : "ghost",
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href: reports_path(period_type: :custom),
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size: :sm
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) %>
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</div>
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<%# Print Report Button %>
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<%= link_to print_reports_path(period_type: @period_type, start_date: @start_date, end_date: @end_date),
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target: "_blank",
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rel: "noopener",
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aria: { label: t("reports.index.print_report") },
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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 %>
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<%= icon("printer", size: "sm") %>
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<span class="hidden sm:inline"><%= t("reports.index.print_report") %></span>
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<% end %>
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</div>
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<%# Custom Date Range Picker (only shown when custom is selected) %>
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345
app/views/reports/print.html.erb
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345
app/views/reports/print.html.erb
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<% content_for :title do %>
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<%= t("reports.print.document_title") %> - <%= @start_date.strftime("%B %d, %Y") %> to <%= @end_date.strftime("%B %d, %Y") %>
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<% end %>
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<div class="tufte-report">
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<%# Header %>
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<header class="tufte-header">
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<h1 class="tufte-title"><%= t("reports.print.title") %></h1>
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<span class="tufte-period"><%= @start_date.strftime("%B %d, %Y") %> – <%= @end_date.strftime("%B %d, %Y") %></span>
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<p class="tufte-meta"><%= Current.family.name %> · <%= t("reports.print.generated_on", date: Time.current.strftime("%B %d, %Y")) %></p>
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</header>
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<%# Summary %>
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<section class="tufte-section">
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<h2 class="tufte-section-title"><%= t("reports.print.summary.title") %></h2>
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<div class="tufte-metric-row">
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.summary.income") %></span>
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<span class="tufte-metric-card-value tufte-income"><%= @summary_metrics[:current_income].format %></span>
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<% if @summary_metrics[:income_change] && @summary_metrics[:income_change] != 0 %>
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<span class="tufte-metric-card-change <%= @summary_metrics[:income_change] >= 0 ? "tufte-up" : "tufte-down" %>">
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<%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:income_change] >= 0 ? "+#{@summary_metrics[:income_change]}" : @summary_metrics[:income_change].to_s)) %>
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</span>
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<% end %>
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<% if has_sparkline_data?(@trends_data) %>
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<svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
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<polyline points="<%= sparkline_points(@trends_data.map { |t| t[:income] }, width: 60, height: 20) %>" fill="none" stroke="#047857" stroke-width="1.5" />
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</svg>
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<% end %>
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</div>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.summary.expenses") %></span>
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<span class="tufte-metric-card-value tufte-expense"><%= @summary_metrics[:current_expenses].format %></span>
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<% if @summary_metrics[:expense_change] && @summary_metrics[:expense_change] != 0 %>
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<span class="tufte-metric-card-change <%= @summary_metrics[:expense_change] >= 0 ? "tufte-down" : "tufte-up" %>">
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<%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:expense_change] >= 0 ? "+#{@summary_metrics[:expense_change]}" : @summary_metrics[:expense_change].to_s)) %>
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</span>
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<% end %>
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<% if has_sparkline_data?(@trends_data) %>
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<svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
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<polyline points="<%= sparkline_points(@trends_data.map { |t| t[:expenses] }, width: 60, height: 20) %>" fill="none" stroke="#b91c1c" stroke-width="1.5" />
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</svg>
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<% end %>
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</div>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.summary.net_savings") %></span>
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<span class="tufte-metric-card-value <%= @summary_metrics[:net_savings] >= 0 ? "tufte-income" : "tufte-expense" %>"><%= @summary_metrics[:net_savings].format %></span>
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<%
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# Calculate savings rate
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savings_rate = @summary_metrics[:current_income].amount > 0 ? ((@summary_metrics[:net_savings].amount / @summary_metrics[:current_income].amount) * 100).round(0) : 0
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%>
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<% if savings_rate != 0 %>
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<span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.summary.of_income", percent: savings_rate) %></span>
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<% end %>
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<% if has_sparkline_data?(@trends_data) %>
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<svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
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<polyline points="<%= sparkline_points(@trends_data.map { |t| t[:net] }, width: 60, height: 20) %>" fill="none" stroke="<%= @summary_metrics[:net_savings] >= 0 ? "#047857" : "#b91c1c" %>" stroke-width="1.5" />
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</svg>
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<% end %>
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</div>
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<% if @summary_metrics[:budget_percent] %>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.summary.budget") %></span>
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<span class="tufte-metric-card-value"><%= @summary_metrics[:budget_percent] %>%</span>
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<span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.summary.used") %></span>
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</div>
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<% end %>
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</div>
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</section>
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<%# Net Worth %>
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<% if @has_accounts %>
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<section class="tufte-section">
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<h2 class="tufte-section-title"><%= t("reports.print.net_worth.title") %></h2>
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<div class="tufte-metric-row">
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<div class="tufte-metric-card">
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<span class="tufte-metric-card-label"><%= t("reports.print.net_worth.current_balance") %></span>
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<span class="tufte-metric-card-value <%= @net_worth_metrics[:current_net_worth] >= 0 ? "tufte-income" : "tufte-expense" %>">
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<%= @net_worth_metrics[:current_net_worth].format %>
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</span>
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<% if @net_worth_metrics[:trend] %>
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<span class="tufte-metric-card-change" style="color: <%= @net_worth_metrics[:trend].color %>">
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<%= @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") %>
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</span>
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<% end %>
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<% if has_sparkline_data?(@trends_data) %>
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<svg width="80" height="24" viewBox="0 0 80 24" style="display:block;margin-top:8px;">
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<polyline points="<%= sparkline_points(cumulative_net_values(@trends_data), width: 80, height: 24) %>" fill="none" stroke="<%= @net_worth_metrics[:current_net_worth] >= 0 ? "#047857" : "#b91c1c" %>" stroke-width="1.5" />
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</svg>
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<% end %>
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</div>
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</div>
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<div class="tufte-two-col">
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<div>
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<h3 class="tufte-subsection"><%= t("reports.print.net_worth.assets") %> <span class="tufte-income"><%= @net_worth_metrics[:total_assets].format %></span></h3>
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<% if @net_worth_metrics[:asset_groups].any? %>
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<table class="tufte-table tufte-compact">
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<tbody>
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<% @net_worth_metrics[:asset_groups].each do |group| %>
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<tr>
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<td><%= group[:name] %></td>
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<td class="tufte-right"><%= group[:total].format %></td>
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</tr>
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<% end %>
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</tbody>
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</table>
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<% end %>
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</div>
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<div>
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<h3 class="tufte-subsection"><%= t("reports.print.net_worth.liabilities") %> <span class="tufte-expense"><%= @net_worth_metrics[:total_liabilities].format %></span></h3>
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<% if @net_worth_metrics[:liability_groups].any? %>
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<table class="tufte-table tufte-compact">
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<tbody>
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<% @net_worth_metrics[:liability_groups].each do |group| %>
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<tr>
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<td><%= group[:name] %></td>
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<td class="tufte-right"><%= group[:total].format %></td>
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</tr>
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<% end %>
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</tbody>
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</table>
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<% else %>
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<p class="tufte-muted" style="margin: 0;"><%= t("reports.print.net_worth.no_liabilities") %></p>
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<% end %>
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</div>
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</div>
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</section>
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<% end %>
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<%# Monthly Trends %>
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<% if has_sparkline_data?(@trends_data) %>
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<section class="tufte-section">
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<h2 class="tufte-section-title"><%= t("reports.print.trends.title") %></h2>
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<table class="tufte-table">
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<thead>
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<tr>
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<th><%= t("reports.print.trends.month") %></th>
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<th class="tufte-right"><%= t("reports.print.trends.income") %></th>
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<th class="tufte-right"><%= t("reports.print.trends.expenses") %></th>
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<th class="tufte-right"><%= t("reports.print.trends.net") %></th>
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<th class="tufte-right"><%= t("reports.print.trends.savings_rate") %></th>
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</tr>
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</thead>
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<tbody>
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<% @trends_data.each do |trend| %>
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<tr class="<%= trend[:is_current_month] ? "tufte-highlight" : "" %>">
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<td><%= trend[:month] %><%= trend[:is_current_month] ? " *" : "" %></td>
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<td class="tufte-right tufte-income"><%= Money.new(trend[:income], Current.family.currency).format %></td>
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<td class="tufte-right tufte-expense"><%= Money.new(trend[:expenses], Current.family.currency).format %></td>
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<td class="tufte-right <%= trend[:net] >= 0 ? "tufte-income" : "tufte-expense" %>"><%= Money.new(trend[:net], Current.family.currency).format %></td>
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<td class="tufte-right">
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<% month_savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(0) : 0 %>
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<%= month_savings_rate %>%
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</td>
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</tr>
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<% end %>
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</tbody>
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<tfoot>
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<%
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total_income = @trends_data.sum { |t| t[:income].to_d }
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total_expenses = @trends_data.sum { |t| t[:expenses].to_d }
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total_net = @trends_data.sum { |t| t[:net].to_d }
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trends_count = @trends_data.length
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avg_income = trends_count > 0 ? (total_income / trends_count) : 0
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avg_expenses = trends_count > 0 ? (total_expenses / trends_count) : 0
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avg_net = trends_count > 0 ? (total_net / trends_count) : 0
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overall_savings_rate = total_income > 0 ? ((total_net / total_income) * 100).round(0) : 0
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%>
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<tr>
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<td><%= t("reports.print.trends.average") %></td>
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<td class="tufte-right tufte-income"><%= Money.new(avg_income, Current.family.currency).format %></td>
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<td class="tufte-right tufte-expense"><%= Money.new(avg_expenses, Current.family.currency).format %></td>
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<td class="tufte-right <%= avg_net >= 0 ? "tufte-income" : "tufte-expense" %>"><%= Money.new(avg_net, Current.family.currency).format %></td>
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<td class="tufte-right"><%= overall_savings_rate %>%</td>
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</tr>
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</tfoot>
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</table>
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<% if @trends_data.any? { |t| t[:is_current_month] } %>
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<p class="tufte-footnote"><%= t("reports.print.trends.current_month_note") %></p>
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<% end %>
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</section>
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<% end %>
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<%# Investments %>
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<% if @investment_metrics[:has_investments] %>
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<section class="tufte-section">
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<h2 class="tufte-section-title"><%= t("reports.print.investments.title") %></h2>
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<div class="tufte-metric-row">
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.investments.portfolio_value") %></span>
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<span class="tufte-metric-card-value"><%= format_money(@investment_metrics[:portfolio_value]) %></span>
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<% if has_sparkline_data?(@trends_data) %>
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<svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
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<polyline points="<%= sparkline_points(cumulative_net_values(@trends_data), width: 60, height: 20) %>" fill="none" stroke="#6366f1" stroke-width="1.5" />
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</svg>
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<% end %>
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</div>
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<% if @investment_metrics[:unrealized_trend] %>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.investments.total_return") %></span>
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<span class="tufte-metric-card-value" style="color: <%= @investment_metrics[:unrealized_trend].color %>">
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<%= @investment_metrics[:unrealized_trend].value >= 0 ? "+" : "" %><%= format_money(Money.new(@investment_metrics[:unrealized_trend].value, Current.family.currency)) %>
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</span>
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<span class="tufte-metric-card-change" style="color: <%= @investment_metrics[:unrealized_trend].color %>">
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<%= @investment_metrics[:unrealized_trend].percent_formatted %>
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</span>
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</div>
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<% end %>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.investments.contributions") %></span>
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<span class="tufte-metric-card-value tufte-income"><%= format_money(@investment_metrics[:period_contributions]) %></span>
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<span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.investments.this_period") %></span>
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</div>
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<div class="tufte-metric-card tufte-metric-card-sm">
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<span class="tufte-metric-card-label"><%= t("reports.print.investments.withdrawals") %></span>
|
||||
<span class="tufte-metric-card-value tufte-expense"><%= format_money(@investment_metrics[:period_withdrawals]) %></span>
|
||||
<span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.investments.this_period") %></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<% if @investment_metrics[:top_holdings].any? %>
|
||||
<h3 class="tufte-subsection"><%= t("reports.print.investments.top_holdings") %></h3>
|
||||
<table class="tufte-table tufte-compact">
|
||||
<thead>
|
||||
<tr>
|
||||
<th><%= t("reports.print.investments.holding") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.investments.weight") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.investments.value") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.investments.return") %></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<% @investment_metrics[:top_holdings].each do |holding| %>
|
||||
<tr>
|
||||
<td><strong><%= holding.ticker %></strong> <span class="tufte-muted"><%= truncate(holding.name, length: 25) %></span></td>
|
||||
<td class="tufte-right"><%= number_to_percentage(holding.weight || 0, precision: 1) %></td>
|
||||
<td class="tufte-right"><%= format_money(holding.amount_money) %></td>
|
||||
<td class="tufte-right">
|
||||
<% if holding.trend %>
|
||||
<span style="color: <%= holding.trend.color %>"><%= holding.trend.percent_formatted %></span>
|
||||
<% else %>
|
||||
<span class="tufte-muted">—</span>
|
||||
<% end %>
|
||||
</td>
|
||||
</tr>
|
||||
<% end %>
|
||||
</tbody>
|
||||
</table>
|
||||
<% end %>
|
||||
</section>
|
||||
<% end %>
|
||||
|
||||
<%# Spending by Category %>
|
||||
<% if @transactions.any? %>
|
||||
<section class="tufte-section tufte-keep-together">
|
||||
<h2 class="tufte-section-title"><%= t("reports.print.spending.title") %></h2>
|
||||
<%
|
||||
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] }
|
||||
%>
|
||||
|
||||
<div class="tufte-two-col">
|
||||
<% if income_groups.any? %>
|
||||
<div>
|
||||
<h3 class="tufte-subsection"><%= t("reports.print.spending.income") %> <span class="tufte-income"><%= Money.new(income_total, Current.family.currency).format %></span></h3>
|
||||
<table class="tufte-table tufte-compact">
|
||||
<thead>
|
||||
<tr>
|
||||
<th><%= t("reports.print.spending.category") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.spending.amount") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.spending.percent") %></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<% income_groups.first(8).each do |group| %>
|
||||
<% percentage = income_total.zero? ? 0 : (group[:total].to_f / income_total * 100).round(0) %>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="tufte-dot" style="background: <%= group[:category_color] %>"></span>
|
||||
<%= group[:category_name] %>
|
||||
</td>
|
||||
<td class="tufte-right"><%= Money.new(group[:total], Current.family.currency).format %></td>
|
||||
<td class="tufte-right tufte-muted"><%= percentage %>%</td>
|
||||
</tr>
|
||||
<% end %>
|
||||
<% if income_groups.length > 8 %>
|
||||
<tr>
|
||||
<td class="tufte-muted"><%= t("reports.print.spending.more_categories", count: income_groups.length - 8) %></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<% end %>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
<% if expense_groups.any? %>
|
||||
<div>
|
||||
<h3 class="tufte-subsection"><%= t("reports.print.spending.expenses") %> <span class="tufte-expense"><%= Money.new(expense_total, Current.family.currency).format %></span></h3>
|
||||
<table class="tufte-table tufte-compact">
|
||||
<thead>
|
||||
<tr>
|
||||
<th><%= t("reports.print.spending.category") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.spending.amount") %></th>
|
||||
<th class="tufte-right"><%= t("reports.print.spending.percent") %></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<% expense_groups.first(8).each do |group| %>
|
||||
<% percentage = expense_total.zero? ? 0 : (group[:total].to_f / expense_total * 100).round(0) %>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="tufte-dot" style="background: <%= group[:category_color] %>"></span>
|
||||
<%= group[:category_name] %>
|
||||
</td>
|
||||
<td class="tufte-right"><%= Money.new(group[:total], Current.family.currency).format %></td>
|
||||
<td class="tufte-right tufte-muted"><%= percentage %>%</td>
|
||||
</tr>
|
||||
<% end %>
|
||||
<% if expense_groups.length > 8 %>
|
||||
<tr>
|
||||
<td class="tufte-muted"><%= t("reports.print.spending.more_categories", count: expense_groups.length - 8) %></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<% end %>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<% end %>
|
||||
</div>
|
||||
</section>
|
||||
<% end %>
|
||||
|
||||
<footer class="tufte-footer">
|
||||
<%= product_name %> · <%= @start_date.strftime("%B %Y") %> – <%= @end_date.strftime("%B %Y") %>
|
||||
</footer>
|
||||
</div>
|
||||
Reference in New Issue
Block a user