Implement Reporting tab (#276)

* First reporting version

* Fixes for all tabs

* Transactions table

* Budget section re-design

* FIX exports

Fix transactions table aggregation

* Add support for google sheets

Remove pdf and xlsx for now

* Multiple fixes

- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown

* Linter and tests

* Fix amounts

- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision

* Update Gemfile.lock

* Add support for api-key on reports

Also fix custom date filter

* Review fixes

* Move budget status calculations out of the view.

* fix ensures that quarterly reports end at the quarter boundary

* Fix bugdet days remaining

Fix raw css style

* Fix test

* Implement google sheets properly with hotwire

* Improve UX on period comparison

* FIX csv export for non API key auth
This commit is contained in:
soky srm
2025-11-05 14:54:45 +01:00
committed by GitHub
parent 9b6ec259bd
commit d9f8d064af
17 changed files with 2398 additions and 52 deletions

View File

@@ -1,6 +1,7 @@
<% mobile_nav_items = [
{ name: "Home", path: root_path, icon: "pie-chart", icon_custom: false, active: page_active?(root_path) },
{ name: "Transactions", path: transactions_path, icon: "credit-card", icon_custom: false, active: page_active?(transactions_path) },
{ name: "Reports", path: reports_path, icon: "chart-bar", icon_custom: false, active: page_active?(reports_path) },
{ name: "Budgets", path: budgets_path, icon: "map", icon_custom: false, active: page_active?(budgets_path) },
{ name: "Assistant", path: chats_path, icon: "icon-assistant", icon_custom: true, active: page_active?(chats_path), mobile_only: true }
] %>