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feat(reports): add interactive financial insights - #3

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maxehmoon merged 2 commits into
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feat/report-insights
Sep 8, 2026
Merged

maxehmoon merged 2 commits into
mainfrom
feat/report-insights

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Summary

Centre the reporting-period controls and expand Reports beyond summary totals with a cash-flow chart, an expense-category breakdown and compact period figures. Charts follow the selected dates and preserve the ledger's currency conversions and exclusions.

Match the dashboard's spacing and interactions: metric cards link to records, bars show period details and support grab-to-scroll, and expense rows highlight their chart segments on hover, focus or selection. Keep the existing CSV export and calculation breakdown.

Verification

  • bun run typecheck
  • bun run lint
  • bun run test — 264 passed, 1 skipped; includes synthetic date-bucket and conversion coverage
  • bun run build
  • bun run test:e2e — all 3 browser regression tests passed
  • Desktop and narrow layouts checked in light and dark mode, including date selection, empty periods, chart dragging, clicks and keyboard focus
  • Documentation and .env.example: no changes required
  • No secrets, local databases or real customer data included

The build succeeds with two Turbopack tracing warnings in the existing authentication/database paths.

@chatgpt-codex-connector

chatgpt-codex-connector Bot commented Sep 7, 2026 •

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Codex Review Summary

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Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-09-08T12:43:13.351605Z f0a5d54 New commits
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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 4b8c13f6a9

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

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@maxehmoon
maxehmoon force-pushed the feat/report-insights branch from 4b8c13f to f0a5d54 Compare September 8, 2026 12:39
@maxehmoon
maxehmoon merged commit 7bf8ae1 into main Sep 8, 2026
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