<%= t("reports.index.title") %>
<%= t("reports.index.subtitle") %>
<%# Flash messages %>
<% if flash[:alert].present? %>
<%= flash[:alert] %>
<% end %>
<%# 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: "font-medium whitespace-nowrap inline-flex items-center gap-1 rounded-lg px-3 py-2 text-sm text-primary border border-secondary bg-transparent hover:bg-surface-hover" do %>
<%= icon("printer", size: "sm") %>
<%= t("reports.index.print_report") %>
<% end %>
<%# Period Navigation Tabs %>
<%= 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
) %>
<%# Custom Date Range Picker (only shown when custom is selected) %>
<% if @period_type == :custom %>
<%= form_with url: reports_path, method: :get, data: { controller: "auto-submit-form" }, class: "flex items-center gap-3 bg-surface-inset p-3 rounded-lg" do |f| %>
<%= f.hidden_field :period_type, value: :custom %>
<%= f.date_field :start_date,
value: @start_date.strftime("%Y-%m-%d"),
data: { auto_submit_form_target: "auto" },
autocomplete: "off",
class: "px-3 py-1.5 border border-primary rounded-lg text-sm bg-container-inset text-primary" %>
—
<%= f.date_field :end_date,
value: @end_date.strftime("%Y-%m-%d"),
data: { auto_submit_form_target: "auto" },
autocomplete: "off",
class: "px-3 py-1.5 border border-primary rounded-lg text-sm bg-container-inset text-primary" %>
<% end %>
<% end %>
<%# Period Display %>
<% if @nav %>
<%= render DS::Link.new(
variant: "icon",
icon: "chevron-left",
href: reports_path(period_type: @period_type, start_date: @nav[:prev_start], end_date: @nav[:prev_end]),
aria: { label: t("reports.index.previous_period") },
) %>
<% if @nav[:at_latest] %>
<% else %>
<%= render DS::Link.new(
variant: "icon",
icon: "chevron-right",
href: reports_path(period_type: @period_type, start_date: @nav[:next_start], end_date: @nav[:next_end]),
aria: { label: t("reports.index.next_period") },
) %>
<% end %>
<% if [:monthly, :quarterly, :ytd].include?(@period_type) %>
<%= render DS::Popover.new(variant: "button") do |popover| %>
<% popover.with_button class: "flex items-center gap-1 hover:bg-alpha-black-25 cursor-pointer rounded-md p-2" do %>
<%= @nav[:label] %>
<%= icon("chevron-down") %>
<% end %>
<% popover.with_custom_content do %>
<%= render "reports/period_picker", period_type: @period_type, start_date: @start_date %>
<% end %>
<% end %>
<% else %>
<%= @nav[:label] %>
<% end %>
<%= render DS::Link.new(
text: t("reports.index.today"),
variant: "outline",
href: reports_path(period_type: @period_type),
) %>
<% end %>
<% end %>
<% if Current.family.transactions.any? %>
<%# Summary Dashboard - Always visible, not collapsible %>
<%= render partial: "reports/summary_dashboard", locals: {
metrics: @summary_metrics,
period_type: @period_type
} %>
<%# Collapsible & Reorderable Sections %>
<% @reports_sections.each do |section| %>
<% next unless section[:visible] %>
<%= t(section[:title]) %>
<%= render partial: section[:partial], locals: section[:locals] %>
<% end %>
<% else %>
<%# Empty State %>
<%= render partial: "reports/empty_state" %>
<% end %>