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- Fix issue with lunch flow accounts that were imported - Remove the period comparison section from reports
114 lines
4.2 KiB
Plaintext
114 lines
4.2 KiB
Plaintext
<% content_for :page_header do %>
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<div class="space-y-4 mb-6">
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<div class="space-y-1">
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<h1 class="text-xl lg:text-3xl font-medium text-primary">
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<%= t("reports.index.title") %>
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</h1>
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<p class="text-sm lg:text-base text-secondary">
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<%= t("reports.index.subtitle") %>
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</p>
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</div>
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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>
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<%# Custom Date Range Picker (only shown when custom is selected) %>
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<% if @period_type == :custom %>
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<%= 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| %>
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<%= f.hidden_field :period_type, value: :custom %>
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<div class="flex items-center gap-2">
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<label class="text-sm font-medium text-secondary"><%= t("reports.index.date_range.from") %></label>
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<%= f.date_field :start_date,
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value: @start_date.strftime("%Y-%m-%d"),
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data: { auto_submit_form_target: "auto" },
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autocomplete: "off",
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class: "px-3 py-1.5 border border-primary rounded-lg text-sm" %>
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</div>
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<span class="text-secondary">—</span>
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<div class="flex items-center gap-2">
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<label class="text-sm font-medium text-secondary"><%= t("reports.index.date_range.to") %></label>
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<%= f.date_field :end_date,
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value: @end_date.strftime("%Y-%m-%d"),
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data: { auto_submit_form_target: "auto" },
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autocomplete: "off",
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class: "px-3 py-1.5 border border-primary rounded-lg text-sm" %>
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</div>
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<% end %>
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<% end %>
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<%# Period Display %>
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<div class="text-sm text-secondary">
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<%= t("reports.index.showing_period",
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start: @start_date.strftime("%b %-d, %Y"),
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end: @end_date.strftime("%b %-d, %Y")) %>
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</div>
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</div>
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<% end %>
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<div class="w-full space-y-6 pb-24">
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<% if Current.family.transactions.any? %>
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<%# Summary Dashboard %>
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<section>
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<%= render partial: "reports/summary_dashboard", locals: {
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metrics: @summary_metrics,
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period_type: @period_type
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} %>
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</section>
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<%# Trends & Insights %>
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<section class="bg-container py-4 px-6 rounded-xl shadow-border-xs">
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<%= render partial: "reports/trends_insights", locals: {
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trends_data: @trends_data,
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spending_patterns: @spending_patterns
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} %>
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</section>
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<%# Transactions Breakdown %>
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<section class="bg-container py-4 px-6 rounded-xl shadow-border-xs">
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<%= render partial: "reports/transactions_breakdown", locals: {
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transactions: @transactions,
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period_type: @period_type,
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start_date: @start_date,
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end_date: @end_date
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} %>
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</section>
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<% else %>
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<%# Empty State %>
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<section>
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<%= render partial: "reports/empty_state" %>
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</section>
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<% end %>
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</div>
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