sure/app/views/reports/print.html.erb

<% content_for :title do %>
  <%= t("reports.print.document_title") %> - <%= @start_date.strftime("%B %d, %Y") %> to <%= @end_date.strftime("%B %d, %Y") %>
<% end %>

<div class="tufte-report">
  <%# Header %>
  <header class="tufte-header">
    <h1 class="tufte-title"><%= t("reports.print.title") %></h1>
    <span class="tufte-period"><%= @start_date.strftime("%B %d, %Y") %> – <%= @end_date.strftime("%B %d, %Y") %></span>
    <p class="tufte-meta"><%= Current.family.name %> · <%= t("reports.print.generated_on", date: Time.current.strftime("%B %d, %Y")) %></p>
  </header>

  <%# Summary %>
  <section class="tufte-section">
    <h2 class="tufte-section-title"><%= t("reports.print.summary.title") %></h2>
    <div class="tufte-metric-row">
      <div class="tufte-metric-card tufte-metric-card-sm">
        <span class="tufte-metric-card-label"><%= t("reports.print.summary.income") %></span>
        <span class="tufte-metric-card-value tufte-income"><%= @summary_metrics[:current_income].format %></span>
        <% if @summary_metrics[:income_change] && @summary_metrics[:income_change] != 0 %>
          <span class="tufte-metric-card-change <%= @summary_metrics[:income_change] >= 0 ? "tufte-up" : "tufte-down" %>">
            <%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:income_change] >= 0 ? "+#{@summary_metrics[:income_change]}" : @summary_metrics[:income_change].to_s)) %>
          </span>
        <% end %>
        <% if has_sparkline_data?(@trends_data) %>
          <svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
            <polyline points="<%= sparkline_points(@trends_data.map { |t| t[:income] }, width: 60, height: 20) %>" fill="none" stroke="#047857" stroke-width="1.5" />
          </svg>
        <% end %>
      </div>

      <div class="tufte-metric-card tufte-metric-card-sm">
        <span class="tufte-metric-card-label"><%= t("reports.print.summary.expenses") %></span>
        <span class="tufte-metric-card-value tufte-expense"><%= @summary_metrics[:current_expenses].format %></span>
        <% if @summary_metrics[:expense_change] && @summary_metrics[:expense_change] != 0 %>
          <span class="tufte-metric-card-change <%= @summary_metrics[:expense_change] >= 0 ? "tufte-down" : "tufte-up" %>">
            <%= t("reports.print.summary.vs_prior", percent: (@summary_metrics[:expense_change] >= 0 ? "+#{@summary_metrics[:expense_change]}" : @summary_metrics[:expense_change].to_s)) %>
          </span>
        <% end %>
        <% if has_sparkline_data?(@trends_data) %>
          <svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
            <polyline points="<%= sparkline_points(@trends_data.map { |t| t[:expenses] }, width: 60, height: 20) %>" fill="none" stroke="#b91c1c" stroke-width="1.5" />
          </svg>
        <% end %>
      </div>

      <div class="tufte-metric-card tufte-metric-card-sm">
        <span class="tufte-metric-card-label"><%= t("reports.print.summary.net_savings") %></span>
        <span class="tufte-metric-card-value <%= @summary_metrics[:net_savings] >= 0 ? "tufte-income" : "tufte-expense" %>"><%= @summary_metrics[:net_savings].format %></span>
        <%
          # Calculate savings rate
          savings_rate = @summary_metrics[:current_income].amount > 0 ? ((@summary_metrics[:net_savings].amount / @summary_metrics[:current_income].amount) * 100).round(0) : 0
        %>
        <% if savings_rate != 0 %>
          <span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.summary.of_income", percent: savings_rate) %></span>
        <% end %>
        <% if has_sparkline_data?(@trends_data) %>
          <svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
            <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" />
          </svg>
        <% end %>
      </div>

      <% if @summary_metrics[:budget_percent] %>
        <div class="tufte-metric-card tufte-metric-card-sm">
          <span class="tufte-metric-card-label"><%= t("reports.print.summary.budget") %></span>
          <span class="tufte-metric-card-value"><%= @summary_metrics[:budget_percent] %>%</span>
          <span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.summary.used") %></span>
        </div>
      <% end %>
    </div>
  </section>

  <%# Net Worth %>
  <% if @has_accounts %>
    <section class="tufte-section">
      <h2 class="tufte-section-title"><%= t("reports.print.net_worth.title") %></h2>
      <div class="tufte-metric-row">
        <div class="tufte-metric-card">
          <span class="tufte-metric-card-label"><%= t("reports.print.net_worth.current_balance") %></span>
          <span class="tufte-metric-card-value <%= @net_worth_metrics[:current_net_worth] >= 0 ? "tufte-income" : "tufte-expense" %>">
            <%= @net_worth_metrics[:current_net_worth].format %>
          </span>
          <% if @net_worth_metrics[:trend] %>
            <span class="tufte-metric-card-change" style="color: <%= @net_worth_metrics[:trend].color %>">
              <%= @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") %>
            </span>
          <% end %>
          <% if has_sparkline_data?(@trends_data) %>
            <svg width="80" height="24" viewBox="0 0 80 24" style="display:block;margin-top:8px;">
              <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" />
            </svg>
          <% end %>
        </div>
      </div>

      <div class="tufte-two-col">
        <div>
          <h3 class="tufte-subsection"><%= t("reports.print.net_worth.assets") %> <span class="tufte-income"><%= @net_worth_metrics[:total_assets].format %></span></h3>
          <% if @net_worth_metrics[:asset_groups].any? %>
            <table class="tufte-table tufte-compact">
              <tbody>
                <% @net_worth_metrics[:asset_groups].each do |group| %>
                  <tr>
                    <td><%= group[:name] %></td>
                    <td class="tufte-right"><%= group[:total].format %></td>
                  </tr>
                <% end %>
              </tbody>
            </table>
          <% end %>
        </div>
        <div>
          <h3 class="tufte-subsection"><%= t("reports.print.net_worth.liabilities") %> <span class="tufte-expense"><%= @net_worth_metrics[:total_liabilities].format %></span></h3>
          <% if @net_worth_metrics[:liability_groups].any? %>
            <table class="tufte-table tufte-compact">
              <tbody>
                <% @net_worth_metrics[:liability_groups].each do |group| %>
                  <tr>
                    <td><%= group[:name] %></td>
                    <td class="tufte-right"><%= group[:total].format %></td>
                  </tr>
                <% end %>
              </tbody>
            </table>
          <% else %>
            <p class="tufte-muted" style="margin: 0;"><%= t("reports.print.net_worth.no_liabilities") %></p>
          <% end %>
        </div>
      </div>
    </section>
  <% end %>

  <%# Monthly Trends %>
  <% if has_sparkline_data?(@trends_data) %>
    <section class="tufte-section">
      <h2 class="tufte-section-title"><%= t("reports.print.trends.title") %></h2>
      <table class="tufte-table">
        <thead>
          <tr>
            <th><%= t("reports.print.trends.month") %></th>
            <th class="tufte-right"><%= t("reports.print.trends.income") %></th>
            <th class="tufte-right"><%= t("reports.print.trends.expenses") %></th>
            <th class="tufte-right"><%= t("reports.print.trends.net") %></th>
            <th class="tufte-right"><%= t("reports.print.trends.savings_rate") %></th>
          </tr>
        </thead>
        <tbody>
          <% @trends_data.each do |trend| %>
            <tr class="<%= trend[:is_current_month] ? "tufte-highlight" : "" %>">
              <td><%= trend[:month] %><%= trend[:is_current_month] ? " *" : "" %></td>
              <td class="tufte-right tufte-income"><%= Money.new(trend[:income], Current.family.currency).format %></td>
              <td class="tufte-right tufte-expense"><%= Money.new(trend[:expenses], Current.family.currency).format %></td>
              <td class="tufte-right <%= trend[:net] >= 0 ? "tufte-income" : "tufte-expense" %>"><%= Money.new(trend[:net], Current.family.currency).format %></td>
              <td class="tufte-right">
                <% month_savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(0) : 0 %>
                <%= month_savings_rate %>%
              </td>
            </tr>
          <% end %>
        </tbody>
        <tfoot>
          <%
            total_income = @trends_data.sum { |t| t[:income].to_d }
            total_expenses = @trends_data.sum { |t| t[:expenses].to_d }
            total_net = @trends_data.sum { |t| t[:net].to_d }
            trends_count = @trends_data.length
            avg_income = trends_count > 0 ? (total_income / trends_count) : 0
            avg_expenses = trends_count > 0 ? (total_expenses / trends_count) : 0
            avg_net = trends_count > 0 ? (total_net / trends_count) : 0
            overall_savings_rate = total_income > 0 ? ((total_net / total_income) * 100).round(0) : 0
          %>
          <tr>
            <td><%= t("reports.print.trends.average") %></td>
            <td class="tufte-right tufte-income"><%= Money.new(avg_income, Current.family.currency).format %></td>
            <td class="tufte-right tufte-expense"><%= Money.new(avg_expenses, Current.family.currency).format %></td>
            <td class="tufte-right <%= avg_net >= 0 ? "tufte-income" : "tufte-expense" %>"><%= Money.new(avg_net, Current.family.currency).format %></td>
            <td class="tufte-right"><%= overall_savings_rate %>%</td>
          </tr>
        </tfoot>
      </table>
      <% if @trends_data.any? { |t| t[:is_current_month] } %>
        <p class="tufte-footnote"><%= t("reports.print.trends.current_month_note") %></p>
      <% end %>
    </section>
  <% end %>

  <%# Investments %>
  <% if @investment_metrics[:has_investments] %>
    <section class="tufte-section">
      <h2 class="tufte-section-title"><%= t("reports.print.investments.title") %></h2>
      <div class="tufte-metric-row">
        <div class="tufte-metric-card tufte-metric-card-sm">
          <span class="tufte-metric-card-label"><%= t("reports.print.investments.portfolio_value") %></span>
          <span class="tufte-metric-card-value"><%= format_money(@investment_metrics[:portfolio_value]) %></span>
          <% if has_sparkline_data?(@trends_data) %>
            <svg width="60" height="20" viewBox="0 0 60 20" style="display:block;margin-top:6px;">
              <polyline points="<%= sparkline_points(cumulative_net_values(@trends_data), width: 60, height: 20) %>" fill="none" stroke="#6366f1" stroke-width="1.5" />
            </svg>
          <% end %>
        </div>
        <% if @investment_metrics[:unrealized_trend] %>
          <div class="tufte-metric-card tufte-metric-card-sm">
            <span class="tufte-metric-card-label"><%= t("reports.print.investments.total_return") %></span>
            <span class="tufte-metric-card-value" style="color: <%= @investment_metrics[:unrealized_trend].color %>">
              <%= @investment_metrics[:unrealized_trend].value >= 0 ? "+" : "" %><%= format_money(Money.new(@investment_metrics[:unrealized_trend].value, Current.family.currency)) %>
            </span>
            <span class="tufte-metric-card-change" style="color: <%= @investment_metrics[:unrealized_trend].color %>">
              <%= @investment_metrics[:unrealized_trend].percent_formatted %>
            </span>
          </div>
        <% end %>
        <div class="tufte-metric-card tufte-metric-card-sm">
          <span class="tufte-metric-card-label"><%= t("reports.print.investments.contributions") %></span>
          <span class="tufte-metric-card-value tufte-income"><%= format_money(@investment_metrics[:period_contributions]) %></span>
          <span class="tufte-metric-card-change" style="color: #666;"><%= t("reports.print.investments.this_period") %></span>
        </div>
        <div class="tufte-metric-card tufte-metric-card-sm">
          <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>