Gonçalo Rodrigues 452f97e6d9 feat(finance): improve UX across dashboard, transactions, reports and categories
- Fix sortStrings no-op bug that caused balance trend chart to display in random date order
- Fix reports table referencing wrong scope for row totals ($.Totals → .Totals per row)
- Add income vs expense split cards on dashboard alongside net figure
- Add budget progress bars on dashboard using existing category budget_cents data
- Color-coded category badges throughout using each category's configured color
- Replace window.prompt() category editor in transactions with inline dropdown
- Replace window.prompt() budget editor in categories with inline input field
- Add manual transaction entry modal (POST /api/transactions) so users don't need CSV for every entry
- Show account names instead of raw MongoDB IDs in the transaction list
- Add clampPct and isOver template helpers for budget bar rendering

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 11:33:39 +01:00

77 lines
2.5 KiB
HTML

{{define "content"}}
{{$d := .}}
<h1 style="margin-bottom:24px;">Monthly Reports</h1>
<div class="card animate-on-scroll">
<h2>12-Month Spend by Category</h2>
<canvas id="reportChart" height="300"></canvas>
</div>
<div class="card table-wrap animate-on-scroll" style="overflow-x:auto;">
<table>
<thead>
<tr>
<th>Month</th>
{{range $cat, $_ := $d.CategoryNames}}
<th class="text-right" style="white-space:nowrap;">
{{$color := index $d.CategoryColors $cat}}
{{if $color}}<span style="display:inline-block;width:8px;height:8px;border-radius:50%;background:{{$color}};margin-right:4px;vertical-align:middle;"></span>{{end}}{{$cat}}
</th>
{{end}}
<th class="text-right">Total</th>
</tr>
</thead>
<tbody>
{{range $row := $d.MonthlyData}}
<tr>
<td><strong>{{$row.Month}}</strong></td>
{{range $cat, $_ := $d.CategoryNames}}
<td class="cents">
{{$v := index $row.Totals $cat}}
{{if $v}}<span class="{{if lt $v 0}}negative{{else}}positive{{end}}">€{{cents $v}}</span>{{else}}<span class="text-muted"></span>{{end}}
</td>
{{end}}
{{$total := sub 0 0}}
{{range $_, $v := $row.Totals}}{{$total = add $total $v}}{{end}}
<td class="cents"><strong class="{{if lt $total 0}}negative{{else}}positive{{end}}">€{{cents $total}}</strong></td>
</tr>
{{end}}
</tbody>
</table>
</div>
<script>
new Chart(document.getElementById('reportChart'), {
type: 'bar',
data: {
labels: [{{range $d.MonthlyData}}"{{.Month}}",{{end}}],
datasets: [
{{$colors := $d.CategoryColors}}
{{range $cat, $_ := $d.CategoryNames}}
{
label: '{{$cat}}',
data: [{{range $d.MonthlyData}}{{$v := index .Totals $cat}}{{if $v}}{{abs $v | div 100}}{{else}}0{{end}},{{end}}],
backgroundColor: '{{index $colors $cat}}',
borderColor: '{{index $colors $cat}}',
borderWidth: 0,
borderRadius: 2,
},
{{end}}
]
},
options: {
responsive: true,
animation: { duration: 1000, easing: 'easeOutQuart' },
plugins: {
legend: { position: 'bottom', labels: { boxWidth: 12, padding: 16 } },
tooltip: { mode: 'index', intersect: false }
},
scales: {
x: { stacked: true, grid: { display: false } },
y: { stacked: true, beginAtZero: true, grid: { color: 'rgba(0,0,0,0.05)' }, ticks: { callback: v => '€' + v } }
}
}
});
</script>
{{end}}