Skip to content

Monthly and budget-period reports, discount totals, default receipts filter, dates in the app's language - #113

Merged
Frognar merged 1 commit into
mainfrom
claude/project-thread-78j3kf
Oct 6, 2026
Merged

Frognar merged 1 commit into
mainfrom
claude/project-thread-78j3kf

Conversation

@Frognar

@Frognar Frognar commented Oct 6, 2026

Copy link
Copy Markdown
Owner

Requested by Frognar · project thread

Before: Reports had only spending by category. Discounts were visible only per line. The receipts list opened with no date filter. Date fields were the browser's native picker, so on a browser set to English the Polish UI showed MM/DD/YYYY.

After: Reports has three tabs: Kategorie (unchanged), Miesiące (one bar per month for all categories or a chosen one, with the average of full months and a list of categories by monthly average), and Budżet (editors only: the last 3/6/12 periods side by side, spent vs planned per group in red when over, outside groups, total, funds, free pool, and an average of finished periods). The receipts list shows "Rabaty" under the filter total, and a receipt shows its discount under its total. The receipts list starts from the first day of the previous month. Dates use MudBlazor's calendar, which follows the app language (dd.MM.yyyy, Monday first in Polish).

Clearing the filters still shows every date: the page address keeps an empty from= for that, and only an address without from gets the default.

How: new endpoints GET /api/v1/reports/monthly?months= (1–24, default 6) and GET /api/v1/budget/history?count= (1–24, default 6, editors only; periods that have started, oldest first, built from the same per-period calculation as the budget screen). ReceiptResponse.Discount and ReceiptListResponse.TotalDiscount come from SQL / the domain. API tests cover both reports and the discount totals. Screenshots are in the project files under screens/raporty.

🤖 Generated with Claude Code

https://claude.ai/code/session_01TDvFH9QhdsTuo8nmnfmBxm


Generated by Claude Code

…pts filter and app-language dates

- Reports page gets tabs: categories, month by month (bars per month, per category) and
  budget across periods (plan vs spending per group, editors only).
- Receipts list shows the discounts of the filtered receipts under the total; a receipt
  shows its own discount.
- Receipts list starts from the first day of the previous month; an empty "from" in the
  address still shows every date.
- Dates are picked with MudBlazor's calendar, which follows the app's language instead of
  the browser's (dd.MM.yyyy in Polish).

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TDvFH9QhdsTuo8nmnfmBxm
@Frognar Frognar self-assigned this Oct 6, 2026
@Frognar
Frognar merged commit b839c77 into main Oct 6, 2026
3 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants