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sure/app/views/reports/index.html.erb
2025-11-15 18:27:16 +01:00

114 lines
4.2 KiB
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<% content_for :page_header do %>
<div class="space-y-4 mb-6">
<div class="space-y-1">
<h1 class="text-xl lg:text-3xl font-medium text-primary">
<%= t("reports.index.title") %>
</h1>
<p class="text-sm lg:text-base text-secondary">
<%= t("reports.index.subtitle") %>
</p>
</div>
<%# Period Navigation Tabs %>
<div class="flex items-center gap-2 overflow-x-auto pb-2">
<%= 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
) %>
</div>
<%# 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 %>
<div class="flex items-center gap-2">
<label class="text-sm font-medium text-secondary"><%= t("reports.index.date_range.from") %></label>
<%= 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" %>
</div>
<span class="text-secondary">—</span>
<div class="flex items-center gap-2">
<label class="text-sm font-medium text-secondary"><%= t("reports.index.date_range.to") %></label>
<%= 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" %>
</div>
<% end %>
<% end %>
<%# Period Display %>
<div class="text-sm text-secondary">
<%= t("reports.index.showing_period",
start: @start_date.strftime("%b %-d, %Y"),
end: @end_date.strftime("%b %-d, %Y")) %>
</div>
</div>
<% end %>
<div class="w-full space-y-6 pb-24">
<% if Current.family.transactions.any? %>
<%# Summary Dashboard %>
<section>
<%= render partial: "reports/summary_dashboard", locals: {
metrics: @summary_metrics,
period_type: @period_type
} %>
</section>
<%# Trends & Insights %>
<section class="bg-container py-4 px-6 rounded-xl shadow-border-xs">
<%= render partial: "reports/trends_insights", locals: {
trends_data: @trends_data,
spending_patterns: @spending_patterns
} %>
</section>
<%# Transactions Breakdown %>
<section class="bg-container py-4 px-6 rounded-xl shadow-border-xs">
<%= render partial: "reports/transactions_breakdown", locals: {
transactions: @transactions,
period_type: @period_type,
start_date: @start_date,
end_date: @end_date
} %>
</section>
<% else %>
<%# Empty State %>
<section>
<%= render partial: "reports/empty_state" %>
</section>
<% end %>
</div>