Phase 2 Complete: Comprehensive reporting UI with all features

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Added 10 major enhancements:
1. KPI Dashboard with Year-to-Date (YTD) summary cards
2. Income breakdown by source (web vs manual sales)
3. Expense breakdown with pie chart visualization
4. Revenue vs Operating Expenses comparison chart
5. Growth metrics (Month-over-Month % changes)
6. Monthly drill-down modal (click bars/rows for transaction details)
7. UK Tax Year summary (April-April) with HMRC export
8. Sortable tables (click headers to sort by date/amount)
9. Better export options (all/income/expenses/tax-year formats)
10. Quick filters for expense categories

Features:
- 9 report tabs: KPIs, Trends, Monthly Profit, Income, Expenses, Revenue vs Expenses, Cash Flow, Tax Year, HMRC
- Interactive charts with click-to-drill functionality
- SVG visualizations for profit trends and expense distribution
- Real-time calculations for YTD, tax year, growth metrics
- Accountant-friendly exports with proper formatting
- UK tax compliance with April-April year tracking

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>

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This commit is contained in:

Andymick

2026-07-17 15:41:16 +01:00

co-authored by Claude Haiku 4.5

parent 78487affbd

commit 2d55203c1c

1 changed files with 665 additions and 199 deletions

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src/app/admin/accounts/reports/client.tsx

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