Implement Phase 4: reports & investments frontend
Add interactive reports dashboard with 4 chart types (spending by category donut, income vs expense bar, net worth area, cash flow bar) using ApexCharts, date range presets, and account filtering. Add investment portfolio view with holdings table, allocation chart, and gain/loss color coding. Includes TypeScript types and API services. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
@@ -0,0 +1,10 @@
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import api from './api'
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import type { InvestmentHolding, InvestmentPerformance } from '@/types'
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export const investmentsApi = {
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getHoldings: (accountId: string) =>
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api.get<InvestmentHolding[]>(`/investments/${accountId}/holdings`),
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getPerformance: (accountId: string) =>
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api.get<InvestmentPerformance>(`/investments/${accountId}/performance`),
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}
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@@ -0,0 +1,24 @@
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import api from './api'
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import type { SpendingByCategoryReport, IncomeVsExpenseReport, NetWorthReport, CashFlowReport } from '@/types'
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export const reportsApi = {
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spendingByCategory: (startDate: string, endDate: string, accountId?: string) =>
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api.get<SpendingByCategoryReport>('/reports/spending-by-category', {
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params: { startDate, endDate, accountId },
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}),
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incomeVsExpense: (startDate: string, endDate: string) =>
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api.get<IncomeVsExpenseReport>('/reports/income-vs-expense', {
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params: { startDate, endDate },
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}),
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netWorth: (startDate: string, endDate: string) =>
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api.get<NetWorthReport>('/reports/net-worth', {
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params: { startDate, endDate },
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}),
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cashFlow: (startDate: string, endDate: string) =>
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api.get<CashFlowReport>('/reports/cash-flow', {
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params: { startDate, endDate },
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}),
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}
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@@ -261,3 +261,74 @@ export interface DuplicateResolution {
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export interface ResolveDuplicatesRequest {
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resolutions: DuplicateResolution[]
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}
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// Reports
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export interface SpendingByCategoryReport {
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startDate: string
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endDate: string
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totalSpending: number
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categories: CategorySpending[]
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}
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export interface IncomeVsExpenseReport {
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startDate: string
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endDate: string
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months: MonthlyIncomeExpense[]
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}
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export interface MonthlyIncomeExpense {
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year: number
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month: number
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income: number
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expenses: number
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net: number
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}
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export interface NetWorthReport {
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entries: NetWorthEntry[]
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}
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export interface NetWorthEntry {
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date: string
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assets: number
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liabilities: number
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netWorth: number
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}
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export interface CashFlowReport {
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startDate: string
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endDate: string
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totalInflow: number
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totalOutflow: number
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netCashFlow: number
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entries: CashFlowEntry[]
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}
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export interface CashFlowEntry {
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date: string
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inflow: number
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outflow: number
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net: number
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}
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// Investments
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export interface InvestmentHolding {
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id: string
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symbol: string
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securityName: string
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shares: number
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costBasis: number
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currentPrice: number
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marketValue: number
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gainLoss: number
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gainLossPercent: number
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asOfDate: string
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}
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export interface InvestmentPerformance {
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totalMarketValue: number
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totalCostBasis: number
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totalGainLoss: number
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totalGainLossPercent: number
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holdings: InvestmentHolding[]
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}
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@@ -1,6 +1,217 @@
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<template>
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<div>
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<h1 class="text-h4 mb-4">Investments</h1>
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<v-card><v-card-text><p class="text-medium-emphasis">Investment portfolio tracking coming in Phase 5. Track 401k holdings, performance, and allocation.</p></v-card-text></v-card>
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<!-- No investment accounts -->
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<v-card v-if="investmentAccounts.length === 0 && !accountsStore.loading" class="text-center pa-8">
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<v-icon size="64" color="grey-lighten-1" class="mb-4">mdi-finance</v-icon>
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<h3 class="text-h6 mb-2">No Investment Accounts</h3>
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<p class="text-medium-emphasis">Add a 401(k), IRA, or Brokerage account to track your investments.</p>
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</v-card>
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<template v-if="investmentAccounts.length > 0">
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<!-- Account Selector -->
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<v-card class="mb-4">
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<v-card-text>
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<v-select
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v-model="selectedAccountId"
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:items="investmentAccounts"
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item-title="label"
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item-value="id"
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label="Select Investment Account"
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density="compact"
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hide-details
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prepend-inner-icon="mdi-finance"
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/>
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</v-card-text>
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</v-card>
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<v-progress-linear v-if="loading" indeterminate color="primary" class="mb-4" />
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<template v-if="performance && !loading">
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<!-- Portfolio Summary -->
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<v-row class="mb-4">
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<v-col cols="12" sm="6" md="3">
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<v-card variant="tonal">
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<v-card-text class="text-center">
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<div class="text-caption">Market Value</div>
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<div class="text-h6">{{ formatCurrency(performance.totalMarketValue) }}</div>
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</v-card-text>
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</v-card>
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</v-col>
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<v-col cols="12" sm="6" md="3">
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<v-card variant="tonal">
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<v-card-text class="text-center">
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<div class="text-caption">Cost Basis</div>
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<div class="text-h6">{{ formatCurrency(performance.totalCostBasis) }}</div>
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</v-card-text>
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</v-card>
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</v-col>
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<v-col cols="12" sm="6" md="3">
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<v-card variant="tonal" :color="performance.totalGainLoss >= 0 ? 'success' : 'error'">
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<v-card-text class="text-center">
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<div class="text-caption">Total Gain/Loss</div>
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<div class="text-h6">{{ formatCurrency(performance.totalGainLoss) }}</div>
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</v-card-text>
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</v-card>
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</v-col>
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<v-col cols="12" sm="6" md="3">
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<v-card variant="tonal" :color="performance.totalGainLossPercent >= 0 ? 'success' : 'error'">
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<v-card-text class="text-center">
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<div class="text-caption">Return</div>
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<div class="text-h6">{{ formatPercent(performance.totalGainLossPercent) }}</div>
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</v-card-text>
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</v-card>
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</v-col>
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</v-row>
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<!-- Allocation Chart + Holdings Table -->
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<v-row>
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<v-col v-if="performance.holdings.length > 0" cols="12" md="4">
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<v-card>
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<v-card-title>Allocation</v-card-title>
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<v-card-text>
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<apexchart
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type="donut"
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height="300"
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:options="allocationChartOptions"
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:series="allocationChartSeries"
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/>
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</v-card-text>
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</v-card>
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</v-col>
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<v-col cols="12" :md="performance.holdings.length > 0 ? 8 : 12">
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<v-card>
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<v-card-title>Holdings</v-card-title>
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<v-card-text v-if="performance.holdings.length > 0">
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<v-data-table
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:headers="holdingsHeaders"
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:items="performance.holdings"
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density="compact"
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:items-per-page="-1"
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hide-default-footer
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>
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<template #item.shares="{ item }">{{ item.shares.toFixed(4) }}</template>
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<template #item.costBasis="{ item }">{{ formatCurrency(item.costBasis) }}</template>
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<template #item.currentPrice="{ item }">{{ formatCurrency(item.currentPrice) }}</template>
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<template #item.marketValue="{ item }">{{ formatCurrency(item.marketValue) }}</template>
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<template #item.gainLoss="{ item }">
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<span :class="item.gainLoss >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(item.gainLoss) }}
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</span>
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</template>
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<template #item.gainLossPercent="{ item }">
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<span :class="item.gainLossPercent >= 0 ? 'text-success' : 'text-error'">
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{{ formatPercent(item.gainLossPercent) }}
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</span>
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</template>
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</v-data-table>
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</v-card-text>
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<v-card-text v-else class="text-center pa-8 text-medium-emphasis">
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No holdings found for this account. Add investment holdings to track your portfolio.
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</v-card-text>
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</v-card>
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</v-col>
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</v-row>
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</template>
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<v-card v-if="!loading && !performance && selectedAccountId" class="text-center pa-8">
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<v-icon size="48" color="grey-lighten-1" class="mb-4">mdi-chart-line</v-icon>
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<p class="text-medium-emphasis">Select an account above to view your portfolio.</p>
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</v-card>
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</template>
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<v-snackbar v-model="snackbar" color="error" :timeout="3000">{{ snackbarText }}</v-snackbar>
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</div>
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</template>
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<script setup lang="ts">
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import { ref, computed, onMounted, watch } from 'vue'
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import VueApexCharts from 'vue3-apexcharts'
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import { investmentsApi } from '@/services/investments'
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import { useAccountsStore } from '@/stores/accounts'
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import { formatCurrency, formatPercent, accountTypeLabel, accountTypeIcon } from '@/utils/formatters'
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import type { InvestmentPerformance } from '@/types'
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const apexchart = VueApexCharts
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const accountsStore = useAccountsStore()
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const selectedAccountId = ref<string | null>(null)
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const performance = ref<InvestmentPerformance | null>(null)
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const loading = ref(false)
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const snackbar = ref(false)
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const snackbarText = ref('')
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const investmentAccountTypes = ['Retirement401k', 'IRA', 'Brokerage']
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const investmentAccounts = computed(() =>
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accountsStore.accounts
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.filter(a => investmentAccountTypes.includes(a.type))
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.map(a => ({
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id: a.id,
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label: `${a.name} (${accountTypeLabel(a.type)})`,
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name: a.name,
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type: a.type,
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balance: a.balance,
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icon: accountTypeIcon(a.type),
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}))
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)
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// --- Allocation Chart ---
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const allocationChartSeries = computed(() =>
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performance.value?.holdings.map(h => h.marketValue) ?? []
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)
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const allocationChartOptions = computed(() => ({
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chart: { type: 'donut' as const },
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labels: performance.value?.holdings.map(h => `${h.symbol} - ${h.securityName}`) ?? [],
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legend: { position: 'bottom' as const },
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tooltip: {
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y: {
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formatter: (val: number) => formatCurrency(val),
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},
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},
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}))
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// --- Holdings Table ---
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const holdingsHeaders = [
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{ title: 'Symbol', key: 'symbol' },
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{ title: 'Name', key: 'securityName' },
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{ title: 'Shares', key: 'shares', align: 'end' as const },
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{ title: 'Cost Basis', key: 'costBasis', align: 'end' as const },
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{ title: 'Price', key: 'currentPrice', align: 'end' as const },
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{ title: 'Market Value', key: 'marketValue', align: 'end' as const },
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{ title: 'Gain/Loss', key: 'gainLoss', align: 'end' as const },
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{ title: 'Return', key: 'gainLossPercent', align: 'end' as const },
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]
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async function loadPerformance() {
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if (!selectedAccountId.value) {
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performance.value = null
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return
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}
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loading.value = true
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try {
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const { data } = await investmentsApi.getPerformance(selectedAccountId.value)
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performance.value = data
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} catch {
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snackbarText.value = 'Failed to load investment performance'
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snackbar.value = true
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performance.value = null
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} finally {
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loading.value = false
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}
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}
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watch(selectedAccountId, () => loadPerformance())
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onMounted(async () => {
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if (accountsStore.accounts.length === 0) {
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await accountsStore.fetchAccounts()
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}
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if (investmentAccounts.value.length > 0) {
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selectedAccountId.value = investmentAccounts.value[0].id
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}
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})
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</script>
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@@ -1,22 +1,512 @@
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<template>
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<div>
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<h1 class="text-h4 mb-4">Reports</h1>
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<v-row>
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<v-col v-for="report in reports" :key="report.title" cols="12" md="6">
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<!-- Date Range Selector -->
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<v-card class="mb-4">
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<v-card-text>
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<v-row align="center">
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<v-col cols="auto">
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<v-btn-toggle v-model="preset" mandatory color="primary" density="compact">
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<v-btn value="thisMonth" size="small">This Month</v-btn>
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<v-btn value="last3" size="small">Last 3 Months</v-btn>
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<v-btn value="last6" size="small">Last 6 Months</v-btn>
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<v-btn value="thisYear" size="small">This Year</v-btn>
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<v-btn value="lastYear" size="small">Last Year</v-btn>
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<v-btn value="custom" size="small">Custom</v-btn>
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</v-btn-toggle>
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</v-col>
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<v-col v-if="preset === 'custom'" cols="auto">
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<v-text-field
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v-model="customStart"
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type="date"
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label="Start Date"
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density="compact"
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hide-details
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style="max-width: 180px"
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class="d-inline-flex mr-2"
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/>
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</v-col>
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<v-col v-if="preset === 'custom'" cols="auto">
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<v-text-field
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v-model="customEnd"
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type="date"
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label="End Date"
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density="compact"
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hide-details
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style="max-width: 180px"
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/>
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</v-col>
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</v-row>
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</v-card-text>
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</v-card>
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<!-- Tab Navigation -->
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<v-tabs v-model="activeTab" color="primary" class="mb-4">
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<v-tab value="spending"><v-icon start>mdi-chart-pie</v-icon>Spending by Category</v-tab>
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<v-tab value="income"><v-icon start>mdi-chart-bar</v-icon>Income vs Expense</v-tab>
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<v-tab value="networth"><v-icon start>mdi-chart-line</v-icon>Net Worth</v-tab>
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<v-tab value="cashflow"><v-icon start>mdi-chart-timeline-variant</v-icon>Cash Flow</v-tab>
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</v-tabs>
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<v-progress-linear v-if="loading" indeterminate color="primary" class="mb-4" />
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<!-- Spending by Category -->
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<v-window v-model="activeTab">
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<v-window-item value="spending">
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<v-card>
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<v-card-title><v-icon class="mr-2">{{ report.icon }}</v-icon>{{ report.title }}</v-card-title>
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<v-card-text>{{ report.description }}</v-card-text>
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<v-card-title class="d-flex align-center">
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<span>Spending by Category</span>
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<v-spacer />
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<v-select
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v-model="selectedAccountId"
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:items="accountOptions"
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item-title="name"
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item-value="id"
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label="Account"
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density="compact"
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hide-details
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clearable
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style="max-width: 250px"
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/>
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</v-card-title>
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<v-card-text v-if="spending">
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<v-row>
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<v-col cols="12" md="5">
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<div class="text-h5 mb-2">{{ formatCurrency(spending.totalSpending) }}</div>
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<p class="text-medium-emphasis mb-4">Total spending</p>
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<apexchart
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v-if="spending.categories.length > 0"
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type="donut"
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height="300"
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:options="spendingChartOptions"
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:series="spendingChartSeries"
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/>
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<div v-else class="text-center pa-8 text-medium-emphasis">No spending data for this period</div>
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</v-col>
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<v-col cols="12" md="7">
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<v-data-table
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:headers="spendingHeaders"
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:items="spending.categories"
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density="compact"
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:items-per-page="-1"
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hide-default-footer
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:sort-by="[{ key: 'amount', order: 'desc' }]"
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>
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<template #item.amount="{ item }">{{ formatCurrency(item.amount) }}</template>
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<template #item.percentage="{ item }">{{ item.percentage.toFixed(1) }}%</template>
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</v-data-table>
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</v-col>
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</v-row>
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</v-card-text>
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<v-card-text v-else-if="!loading" class="text-center pa-8 text-medium-emphasis">
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No spending data available for the selected period.
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</v-card-text>
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</v-card>
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</v-col>
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</v-row>
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</v-window-item>
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<!-- Income vs Expense -->
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<v-window-item value="income">
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<v-card>
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<v-card-title>Income vs Expense</v-card-title>
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<v-card-text v-if="incomeExpense && incomeExpense.months.length > 0">
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<apexchart
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type="bar"
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height="350"
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:options="incomeChartOptions"
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:series="incomeChartSeries"
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||||
/>
|
||||
<v-data-table
|
||||
:headers="incomeHeaders"
|
||||
:items="incomeTableItems"
|
||||
density="compact"
|
||||
:items-per-page="-1"
|
||||
hide-default-footer
|
||||
class="mt-4"
|
||||
>
|
||||
<template #item.income="{ item }">{{ formatCurrency(item.income) }}</template>
|
||||
<template #item.expenses="{ item }">{{ formatCurrency(item.expenses) }}</template>
|
||||
<template #item.net="{ item }">
|
||||
<span :class="item.net >= 0 ? 'text-success' : 'text-error'">
|
||||
{{ formatCurrency(item.net) }}
|
||||
</span>
|
||||
</template>
|
||||
</v-data-table>
|
||||
</v-card-text>
|
||||
<v-card-text v-else-if="!loading" class="text-center pa-8 text-medium-emphasis">
|
||||
No income/expense data available for the selected period.
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-window-item>
|
||||
|
||||
<!-- Net Worth -->
|
||||
<v-window-item value="networth">
|
||||
<v-card>
|
||||
<v-card-title>Net Worth Over Time</v-card-title>
|
||||
<v-card-text v-if="netWorth && netWorth.entries.length > 0">
|
||||
<apexchart
|
||||
type="area"
|
||||
height="350"
|
||||
:options="netWorthChartOptions"
|
||||
:series="netWorthChartSeries"
|
||||
/>
|
||||
<v-data-table
|
||||
:headers="netWorthHeaders"
|
||||
:items="netWorthTableItems"
|
||||
density="compact"
|
||||
:items-per-page="-1"
|
||||
hide-default-footer
|
||||
class="mt-4"
|
||||
>
|
||||
<template #item.assets="{ item }">{{ formatCurrency(item.assets) }}</template>
|
||||
<template #item.liabilities="{ item }">{{ formatCurrency(item.liabilities) }}</template>
|
||||
<template #item.netWorth="{ item }">
|
||||
<span :class="item.netWorth >= 0 ? 'text-success' : 'text-error'">
|
||||
{{ formatCurrency(item.netWorth) }}
|
||||
</span>
|
||||
</template>
|
||||
</v-data-table>
|
||||
</v-card-text>
|
||||
<v-card-text v-else-if="!loading" class="text-center pa-8 text-medium-emphasis">
|
||||
No net worth data available for the selected period.
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-window-item>
|
||||
|
||||
<!-- Cash Flow -->
|
||||
<v-window-item value="cashflow">
|
||||
<v-card>
|
||||
<v-card-title>Cash Flow</v-card-title>
|
||||
<v-card-text v-if="cashFlow">
|
||||
<v-row class="mb-4">
|
||||
<v-col cols="12" sm="4">
|
||||
<v-card variant="tonal" color="success">
|
||||
<v-card-text class="text-center">
|
||||
<div class="text-caption">Total Inflow</div>
|
||||
<div class="text-h6">{{ formatCurrency(cashFlow.totalInflow) }}</div>
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-col>
|
||||
<v-col cols="12" sm="4">
|
||||
<v-card variant="tonal" color="error">
|
||||
<v-card-text class="text-center">
|
||||
<div class="text-caption">Total Outflow</div>
|
||||
<div class="text-h6">{{ formatCurrency(cashFlow.totalOutflow) }}</div>
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-col>
|
||||
<v-col cols="12" sm="4">
|
||||
<v-card variant="tonal" :color="cashFlow.netCashFlow >= 0 ? 'success' : 'error'">
|
||||
<v-card-text class="text-center">
|
||||
<div class="text-caption">Net Cash Flow</div>
|
||||
<div class="text-h6">{{ formatCurrency(cashFlow.netCashFlow) }}</div>
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-col>
|
||||
</v-row>
|
||||
<apexchart
|
||||
v-if="cashFlow.entries.length > 0"
|
||||
type="bar"
|
||||
height="350"
|
||||
:options="cashFlowChartOptions"
|
||||
:series="cashFlowChartSeries"
|
||||
/>
|
||||
<v-data-table
|
||||
v-if="cashFlow.entries.length > 0"
|
||||
:headers="cashFlowHeaders"
|
||||
:items="cashFlowTableItems"
|
||||
density="compact"
|
||||
:items-per-page="-1"
|
||||
hide-default-footer
|
||||
class="mt-4"
|
||||
>
|
||||
<template #item.inflow="{ item }">{{ formatCurrency(item.inflow) }}</template>
|
||||
<template #item.outflow="{ item }">{{ formatCurrency(item.outflow) }}</template>
|
||||
<template #item.net="{ item }">
|
||||
<span :class="item.net >= 0 ? 'text-success' : 'text-error'">
|
||||
{{ formatCurrency(item.net) }}
|
||||
</span>
|
||||
</template>
|
||||
</v-data-table>
|
||||
</v-card-text>
|
||||
<v-card-text v-else-if="!loading" class="text-center pa-8 text-medium-emphasis">
|
||||
No cash flow data available for the selected period.
|
||||
</v-card-text>
|
||||
</v-card>
|
||||
</v-window-item>
|
||||
</v-window>
|
||||
|
||||
<v-snackbar v-model="snackbar" color="error" :timeout="3000">{{ snackbarText }}</v-snackbar>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup lang="ts">
|
||||
const reports = [
|
||||
{ title: 'Spending by Category', icon: 'mdi-chart-pie', description: 'See where your money goes by category' },
|
||||
{ title: 'Income vs Expense', icon: 'mdi-chart-bar', description: 'Monthly income compared to expenses' },
|
||||
{ title: 'Net Worth', icon: 'mdi-chart-line', description: 'Track your net worth over time' },
|
||||
{ title: 'Cash Flow', icon: 'mdi-chart-timeline-variant', description: 'Daily and monthly cash flow analysis' },
|
||||
import { ref, computed, onMounted, watch } from 'vue'
|
||||
import VueApexCharts from 'vue3-apexcharts'
|
||||
import { reportsApi } from '@/services/reports'
|
||||
import { useAccountsStore } from '@/stores/accounts'
|
||||
import { formatCurrency, formatDate } from '@/utils/formatters'
|
||||
import type {
|
||||
SpendingByCategoryReport,
|
||||
IncomeVsExpenseReport,
|
||||
NetWorthReport,
|
||||
CashFlowReport,
|
||||
} from '@/types'
|
||||
|
||||
const apexchart = VueApexCharts
|
||||
|
||||
const accountsStore = useAccountsStore()
|
||||
|
||||
const activeTab = ref('spending')
|
||||
const preset = ref('last3')
|
||||
const customStart = ref('')
|
||||
const customEnd = ref('')
|
||||
const selectedAccountId = ref<string | undefined>(undefined)
|
||||
const loading = ref(false)
|
||||
const snackbar = ref(false)
|
||||
const snackbarText = ref('')
|
||||
|
||||
const spending = ref<SpendingByCategoryReport | null>(null)
|
||||
const incomeExpense = ref<IncomeVsExpenseReport | null>(null)
|
||||
const netWorth = ref<NetWorthReport | null>(null)
|
||||
const cashFlow = ref<CashFlowReport | null>(null)
|
||||
|
||||
const accountOptions = computed(() =>
|
||||
[{ id: undefined as string | undefined, name: 'All Accounts' }, ...accountsStore.accounts.map(a => ({ id: a.id, name: a.name }))]
|
||||
)
|
||||
|
||||
const dateRange = computed(() => {
|
||||
const now = new Date()
|
||||
let start: Date
|
||||
let end: Date = new Date(now.getFullYear(), now.getMonth(), now.getDate())
|
||||
|
||||
switch (preset.value) {
|
||||
case 'thisMonth':
|
||||
start = new Date(now.getFullYear(), now.getMonth(), 1)
|
||||
break
|
||||
case 'last3':
|
||||
start = new Date(now.getFullYear(), now.getMonth() - 3, 1)
|
||||
break
|
||||
case 'last6':
|
||||
start = new Date(now.getFullYear(), now.getMonth() - 6, 1)
|
||||
break
|
||||
case 'thisYear':
|
||||
start = new Date(now.getFullYear(), 0, 1)
|
||||
break
|
||||
case 'lastYear':
|
||||
start = new Date(now.getFullYear() - 1, 0, 1)
|
||||
end = new Date(now.getFullYear() - 1, 11, 31)
|
||||
break
|
||||
case 'custom':
|
||||
start = customStart.value ? new Date(customStart.value) : new Date(now.getFullYear(), now.getMonth() - 3, 1)
|
||||
end = customEnd.value ? new Date(customEnd.value) : now
|
||||
break
|
||||
default:
|
||||
start = new Date(now.getFullYear(), now.getMonth() - 3, 1)
|
||||
}
|
||||
|
||||
return {
|
||||
startDate: start.toISOString().split('T')[0],
|
||||
endDate: end.toISOString().split('T')[0],
|
||||
}
|
||||
})
|
||||
|
||||
// --- Spending by Category ---
|
||||
const spendingHeaders = [
|
||||
{ title: 'Category', key: 'categoryName' },
|
||||
{ title: 'Amount', key: 'amount', align: 'end' as const },
|
||||
{ title: 'Percentage', key: 'percentage', align: 'end' as const },
|
||||
]
|
||||
|
||||
const spendingChartSeries = computed(() =>
|
||||
spending.value?.categories.map(c => c.amount) ?? []
|
||||
)
|
||||
|
||||
const spendingChartOptions = computed(() => ({
|
||||
chart: { type: 'donut' as const },
|
||||
labels: spending.value?.categories.map(c => c.categoryName) ?? [],
|
||||
legend: { position: 'bottom' as const },
|
||||
tooltip: {
|
||||
y: {
|
||||
formatter: (val: number) => formatCurrency(val),
|
||||
},
|
||||
},
|
||||
}))
|
||||
|
||||
// --- Income vs Expense ---
|
||||
const incomeHeaders = [
|
||||
{ title: 'Month', key: 'label' },
|
||||
{ title: 'Income', key: 'income', align: 'end' as const },
|
||||
{ title: 'Expenses', key: 'expenses', align: 'end' as const },
|
||||
{ title: 'Net', key: 'net', align: 'end' as const },
|
||||
]
|
||||
|
||||
const monthLabels = computed(() =>
|
||||
incomeExpense.value?.months.map(m => {
|
||||
const d = new Date(m.year, m.month - 1)
|
||||
return d.toLocaleDateString('en-US', { year: 'numeric', month: 'short' })
|
||||
}) ?? []
|
||||
)
|
||||
|
||||
const incomeTableItems = computed(() =>
|
||||
incomeExpense.value?.months.map(m => ({
|
||||
label: new Date(m.year, m.month - 1).toLocaleDateString('en-US', { year: 'numeric', month: 'long' }),
|
||||
income: m.income,
|
||||
expenses: m.expenses,
|
||||
net: m.net,
|
||||
})) ?? []
|
||||
)
|
||||
|
||||
const incomeChartSeries = computed(() => [
|
||||
{ name: 'Income', data: incomeExpense.value?.months.map(m => m.income) ?? [] },
|
||||
{ name: 'Expenses', data: incomeExpense.value?.months.map(m => m.expenses) ?? [] },
|
||||
{ name: 'Net', type: 'line', data: incomeExpense.value?.months.map(m => m.net) ?? [] },
|
||||
])
|
||||
|
||||
const incomeChartOptions = computed(() => ({
|
||||
chart: { type: 'bar' as const },
|
||||
plotOptions: { bar: { columnWidth: '60%' } },
|
||||
stroke: { width: [0, 0, 3] },
|
||||
xaxis: { categories: monthLabels.value },
|
||||
yaxis: {
|
||||
labels: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
colors: ['#4CAF50', '#F44336', '#2196F3'],
|
||||
legend: { position: 'top' as const },
|
||||
tooltip: {
|
||||
y: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
}))
|
||||
|
||||
// --- Net Worth ---
|
||||
const netWorthHeaders = [
|
||||
{ title: 'Date', key: 'date' },
|
||||
{ title: 'Assets', key: 'assets', align: 'end' as const },
|
||||
{ title: 'Liabilities', key: 'liabilities', align: 'end' as const },
|
||||
{ title: 'Net Worth', key: 'netWorth', align: 'end' as const },
|
||||
]
|
||||
|
||||
const netWorthTableItems = computed(() =>
|
||||
netWorth.value?.entries.map(e => ({
|
||||
date: formatDate(e.date),
|
||||
assets: e.assets,
|
||||
liabilities: e.liabilities,
|
||||
netWorth: e.netWorth,
|
||||
})) ?? []
|
||||
)
|
||||
|
||||
const netWorthChartSeries = computed(() => [
|
||||
{ name: 'Assets', data: netWorth.value?.entries.map(e => e.assets) ?? [] },
|
||||
{ name: 'Liabilities', data: netWorth.value?.entries.map(e => e.liabilities) ?? [] },
|
||||
{ name: 'Net Worth', data: netWorth.value?.entries.map(e => e.netWorth) ?? [] },
|
||||
])
|
||||
|
||||
const netWorthChartOptions = computed(() => ({
|
||||
chart: { type: 'area' as const },
|
||||
xaxis: {
|
||||
categories: netWorth.value?.entries.map(e => formatDate(e.date)) ?? [],
|
||||
},
|
||||
yaxis: {
|
||||
labels: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
colors: ['#4CAF50', '#F44336', '#2196F3'],
|
||||
stroke: { curve: 'smooth' as const, width: 2 },
|
||||
fill: { type: 'gradient', gradient: { opacityFrom: 0.3, opacityTo: 0.05 } },
|
||||
legend: { position: 'top' as const },
|
||||
tooltip: {
|
||||
y: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
}))
|
||||
|
||||
// --- Cash Flow ---
|
||||
const cashFlowHeaders = [
|
||||
{ title: 'Date', key: 'date' },
|
||||
{ title: 'Inflow', key: 'inflow', align: 'end' as const },
|
||||
{ title: 'Outflow', key: 'outflow', align: 'end' as const },
|
||||
{ title: 'Net', key: 'net', align: 'end' as const },
|
||||
]
|
||||
|
||||
const cashFlowTableItems = computed(() =>
|
||||
cashFlow.value?.entries.map(e => ({
|
||||
date: formatDate(e.date),
|
||||
inflow: e.inflow,
|
||||
outflow: e.outflow,
|
||||
net: e.net,
|
||||
})) ?? []
|
||||
)
|
||||
|
||||
const cashFlowChartSeries = computed(() => [
|
||||
{ name: 'Inflow', data: cashFlow.value?.entries.map(e => e.inflow) ?? [] },
|
||||
{ name: 'Outflow', data: cashFlow.value?.entries.map(e => e.outflow) ?? [] },
|
||||
])
|
||||
|
||||
const cashFlowChartOptions = computed(() => ({
|
||||
chart: { type: 'bar' as const },
|
||||
plotOptions: { bar: { columnWidth: '60%' } },
|
||||
xaxis: {
|
||||
categories: cashFlow.value?.entries.map(e => formatDate(e.date)) ?? [],
|
||||
},
|
||||
yaxis: {
|
||||
labels: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
colors: ['#4CAF50', '#F44336'],
|
||||
legend: { position: 'top' as const },
|
||||
tooltip: {
|
||||
y: { formatter: (val: number) => formatCurrency(val) },
|
||||
},
|
||||
}))
|
||||
|
||||
// --- Data loading ---
|
||||
async function loadReports() {
|
||||
loading.value = true
|
||||
const { startDate, endDate } = dateRange.value
|
||||
|
||||
try {
|
||||
const results = await Promise.allSettled([
|
||||
reportsApi.spendingByCategory(startDate, endDate, selectedAccountId.value),
|
||||
reportsApi.incomeVsExpense(startDate, endDate),
|
||||
reportsApi.netWorth(startDate, endDate),
|
||||
reportsApi.cashFlow(startDate, endDate),
|
||||
])
|
||||
|
||||
spending.value = results[0].status === 'fulfilled' ? results[0].value.data : null
|
||||
incomeExpense.value = results[1].status === 'fulfilled' ? results[1].value.data : null
|
||||
netWorth.value = results[2].status === 'fulfilled' ? results[2].value.data : null
|
||||
cashFlow.value = results[3].status === 'fulfilled' ? results[3].value.data : null
|
||||
|
||||
const failed = results.filter(r => r.status === 'rejected')
|
||||
if (failed.length > 0) {
|
||||
showError('Some reports failed to load')
|
||||
}
|
||||
} catch {
|
||||
showError('Failed to load reports')
|
||||
} finally {
|
||||
loading.value = false
|
||||
}
|
||||
}
|
||||
|
||||
async function loadSpending() {
|
||||
const { startDate, endDate } = dateRange.value
|
||||
try {
|
||||
const { data } = await reportsApi.spendingByCategory(startDate, endDate, selectedAccountId.value)
|
||||
spending.value = data
|
||||
} catch {
|
||||
showError('Failed to load spending report')
|
||||
}
|
||||
}
|
||||
|
||||
function showError(text: string) {
|
||||
snackbarText.value = text
|
||||
snackbar.value = true
|
||||
}
|
||||
|
||||
watch(dateRange, () => loadReports())
|
||||
watch(selectedAccountId, () => loadSpending())
|
||||
|
||||
onMounted(async () => {
|
||||
if (accountsStore.accounts.length === 0) {
|
||||
await accountsStore.fetchAccounts()
|
||||
}
|
||||
await loadReports()
|
||||
})
|
||||
</script>
|
||||
|
||||
Reference in New Issue
Block a user