/reports opens the year: per currency spent so far, a typical month and this month against typical by today, one lane of category columns per currency with a dotted typical line and income as dots, what grew next to the month under the cursor, an honest by-currency table and net worth lanes weighted by size. Arrows move the month, Enter opens its transactions, [ ] change the year, m shows the old tables, ?view=month pins a month with the money flow. Old report URLs still work. Shared pieces for other pages: Lanes, ledgerQuery for twelve months, typical-month helpers.
146 lines
4.0 KiB
Svelte
146 lines
4.0 KiB
Svelte
<script lang="ts">
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import { bucketOf, buckets, group, keys, total } from "#lib/reports/flows.js";
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import { modeLabel, useReport } from "#lib/reports/report.svelte.js";
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import { bucketLabel } from "#lib/reports/view.js";
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import BudgetLimits from "./BudgetLimits.svelte";
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import CurrencySwitch from "./CurrencySwitch.svelte";
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import Matrix from "./Matrix.svelte";
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import ReportBox from "./ReportBox.svelte";
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import ReportRow from "./ReportRow.svelte";
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import SpendingCalendar from "./SpendingCalendar.svelte";
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import Subscriptions from "./Subscriptions.svelte";
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import SumTable from "./SumTable.svelte";
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let { view }: { view: "year" | "month" } = $props();
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const report = useReport();
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const flows = $derived(report.flows);
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const income = $derived(flows?.filter((f) => f.dir === 1) ?? []);
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const expenses = $derived(flows?.filter((f) => f.dir === -1) ?? []);
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const withdrawals = $derived(expenses.filter((f) => f.type === "withdrawal"));
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const deposits = $derived(income.filter((f) => f.type === "deposit"));
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const periodCols = $derived(
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buckets(report.params.start, report.params.end, "month").map((key) => ({
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key,
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label: bucketLabel(key, "month", true),
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title: bucketLabel(key, "month"),
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}))
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);
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const month = (date: string) => bucketOf(date, "month");
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const NAMES = { budget: "Budget", category: "Category", tag: "Tag" };
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</script>
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{#snippet matrix(
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id: string,
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title: string,
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dim: "budget" | "category" | "tag",
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dir: 1 | -1,
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list: typeof expenses
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)}
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<ReportBox
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empty={list.length === 0}
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{id}
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loading={!flows}
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title="{title} in {modeLabel(report.mode)}"
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>
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{#snippet tools()}
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<CurrencySwitch />
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{/snippet}
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<Matrix
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average={dim === "budget"}
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box={id}
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cols={periodCols}
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{dim}
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{dir}
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nameLabel={NAMES[dim]}
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rows={group(list, keys[dim], (f) => month(f.date))}
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side={dir === 1 ? "in" : "out"}
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/>
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</ReportBox>
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{/snippet}
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<div class="flex flex-col gap-4">
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{#if view === "year"}
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{@render matrix("budget-periods", "Budgets", "budget", -1, withdrawals)}
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{@render matrix(
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"category-expenses",
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"Categories, spent",
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"category",
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-1,
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withdrawals
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)}
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{@render matrix(
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"category-income",
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"Categories, earned",
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"category",
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1,
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deposits
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)}
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{@render matrix("tag-periods", "Tags, spent", "tag", -1, expenses)}
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{:else}
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<ReportRow class="lg:grid-cols-2">
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<ReportBox
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empty={expenses.length === 0}
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id="expenses"
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loading={!flows}
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title="Expenses"
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>
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<SumTable
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box="expenses"
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columns={[{ kind: "out", label: "Total" }]}
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counts
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dim="other"
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dir={-1}
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footer={total(expenses)}
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limit={10}
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rows={group(expenses, keys.other)}
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sort="out"
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/>
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</ReportBox>
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<ReportBox
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empty={income.length === 0}
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id="income"
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loading={!flows}
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title="Revenue / income"
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>
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<SumTable
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box="income"
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columns={[{ kind: "in", label: "Total" }]}
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counts
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dim="other"
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dir={1}
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footer={total(income)}
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limit={10}
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rows={group(income, keys.other)}
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sort="in"
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/>
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</ReportBox>
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</ReportRow>
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<ReportRow class="lg:grid-cols-12">
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<BudgetLimits class="lg:col-span-7" />
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<ReportBox
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class="lg:col-span-5"
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empty={expenses.length === 0}
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id="tags"
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loading={!flows}
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title="Tags"
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>
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<SumTable
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box="tags"
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columns={[
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{ kind: "out", label: "Spent" },
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{ kind: "in", label: "Earned" },
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]}
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dim="tag"
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footer={report.totals}
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limit={10}
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nameLabel="Tag"
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rows={group(flows ?? [], keys.tag)}
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/>
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</ReportBox>
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</ReportRow>
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<Subscriptions />
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{/if}
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<SpendingCalendar />
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</div>
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