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…gauges, budget health, interactive burn chart, NaN fix, CSV tags - Add category/tag toggle switch for expense breakdown analytics - Remove split transactions analytics section - Move 30/60/90 day forecast to end of page - Add 3 dynamic SVG speedometer gauges (savings rate, budget utilization, expense ratio) - Add Y-axis labels and hover tooltips with values to daily burn chart - Fix NaN/day average (metrics.totalExpense → metrics.monthlyExpenses) - Add budget health summary with over-budget/near-limit alerts - Add getSpendingByTag() and getBudgetHealthSummary() to finance service - Fix CSV export missing Tags column (now includes tag names)
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
feat(reports): analytics overhaul — tag/category toggle, speedometer …
…view modes for Category/Tag expenses
feat(reports): add interactive SVG Donut chart with Split/Chart/List view modes for Category/Tag expenses
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Copilot review overview
🟡 Changes recommended
A critical CSV formula-injection issue and several report correctness and usability issues remain unresolved.
Review effort: Lite
Findings: 1
Open (5)
What changed in this PR
Expands reporting with tag analytics, budget health summaries, interactive visualizations, and tag-aware CSV exports.
Changes:
- Adds tag spending and budget-health calculations and API data.
- Redesigns reports with gauges, charts, tooltips, and layout controls.
- Includes transaction tags in CSV exports.
| File | Summary |
|---|---|
src/lib/finance-service.ts |
Adds tag and budget-health calculations; service-level test coverage is needed. |
src/app/reports/page.tsx |
Adds analytics visualizations and interactions; several correctness, accessibility, sizing, and theme issues remain. |
src/app/api/reports/route.ts |
Exposes tag and budget report data. |
src/app/api/export/route.ts |
Adds transaction tags to CSV output; formula-leading values require sanitization. |
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…line speedometer gauges
feat(reports): account for uncategorized/untagged expenses and stream…
Co-authored-by: AdityaRaj212 <127577061+AdityaRaj212@users.noreply.github.com>
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📋 Summary of Changes
A concise description of the changes introduced in this pull request.
🎯 Target Branch Verification
stagingbranch (Direct PRs tomainare reserved exclusively for staging-to-main production releases).✅ Verification & Quality Checklist
Before requesting review, please confirm:
npx tsc --noEmitpasses with 0 errors.npm testpasses all tests (unit & security tests).npm run buildsucceeds without warnings or compilation errors.