Personal-Finance-Management/app/templates/reports/tax.html

{% extends "base.html" %}
{% block title %}Tax Summary {{ report.year }}{% endblock %}
{% block page_title %}Tax Year Summary{% endblock %}

{% block topbar_actions %}
<a href="{{ url_for('reports.export_csv', year=selected_year) }}" class="btn btn-sm btn-outline-secondary" style="font-size:12px;">
    <i class="bi bi-filetype-csv me-1"></i>Export CSV
</a>
{% endblock %}

{% block content %}
<!-- Year selector -->
<div class="d-flex align-items-center gap-3 mb-4">
    <form method="GET" action="{{ url_for('reports.tax') }}" class="d-flex gap-2">
        <select name="year" class="form-select form-select-sm" style="width:auto;">
            {% for y in years %}
            <option value="{{ y }}" {% if y == selected_year %}selected{% endif %}>{{ y }}</option>
            {% endfor %}
        </select>
        <button type="submit" class="btn btn-sm btn-primary" style="font-size:12px;">Go</button>
    </form>
    <span class="text-muted" style="font-size:12px;">{{ report.date_from.strftime('%b %d, %Y') }} – {{ report.date_to.strftime('%b %d, %Y') }}</span>
</div>

<!-- Summary -->
<div class="row g-3 mb-4">
    <div class="col-6 col-md-3">
        <div class="stat-card">
            <div class="stat-label">Total Income</div>
            <div class="stat-value text-income">{{ report.total_income | currency }}</div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="stat-card">
            <div class="stat-label">Total Expenses</div>
            <div class="stat-value text-expense">{{ report.total_expense | currency }}</div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="stat-card">
            <div class="stat-label">Net for Year</div>
            <div class="stat-value {% if report.net >= 0 %}text-income{% else %}text-expense{% endif %}">{{ report.net | currency }}</div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="stat-card">
            <div class="stat-label">Income Sources</div>
            <div class="stat-value text-invest">{{ report.income_categories | length }}</div>
        </div>
    </div>
</div>

<div class="row g-3">
    <!-- Income by category -->
    <div class="col-12 col-lg-6">
        <div class="pcard p-0">
            <div class="px-4 py-3" style="border-bottom:1px solid var(--border);">
                <span class="pcard-title mb-0">Income by Source</span>
            </div>
            <table class="pfm-table">
                <thead><tr><th style="padding-left:20px;">Category</th><th class="text-end" style="padding-right:20px;">Total</th></tr></thead>
                <tbody>
                {% if report.income_categories %}
                    {% for cat in report.income_categories %}
                    <tr>
                        <td style="padding-left:20px;">
                            <div class="d-flex align-items-center gap-2">
                                <div style="width:8px;height:8px;border-radius:2px;background:{{ cat.color }};"></div>
                                <span style="font-size:13px;">{{ cat.name }}</span>
                            </div>
                        </td>
                        <td class="text-end mono text-income" style="font-size:13px;font-weight:500;padding-right:20px;">{{ cat.total | currency }}</td>
                    </tr>
                    {% endfor %}
                    <tr style="font-weight:700;background:#f8fafc;">
                        <td style="padding-left:20px;font-size:13px;">Total</td>
                        <td class="text-end mono text-income" style="font-size:13px;padding-right:20px;">{{ report.total_income | currency }}</td>
                    </tr>
                {% else %}
                    <tr><td colspan="2" class="text-muted text-center py-3" style="font-size:13px;">No income recorded</td></tr>
                {% endif %}
                </tbody>
            </table>
        </div>
    </div>

    <!-- Expense by category -->
    <div class="col-12 col-lg-6">
        <div class="pcard p-0">
            <div class="px-4 py-3" style="border-bottom:1px solid var(--border);">
                <span class="pcard-title mb-0">Expenses by Category</span>
            </div>
            <table class="pfm-table">
                <thead><tr><th style="padding-left:20px;">Category</th><th class="text-end" style="padding-right:20px;">Total</th></tr></thead>
                <tbody>
                {% if report.expense_categories %}
                    {% for cat in report.expense_categories %}
                    <tr>
                        <td style="padding-left:20px;">
                            <div class="d-flex align-items-center gap-2">
                                <div style="width:8px;height:8px;border-radius:2px;background:{{ cat.color }};"></div>
                                <span style="font-size:13px;">{{ cat.name }}</span>
                            </div>
                        </td>
                        <td class="text-end mono text-expense" style="font-size:13px;font-weight:500;padding-right:20px;">{{ cat.total | currency }}</td>
                    </tr>
                    {% endfor %}
                    <tr style="font-weight:700;background:#f8fafc;">
                        <td style="padding-left:20px;font-size:13px;">Total</td>
                        <td class="text-end mono text-expense" style="font-size:13px;padding-right:20px;">{{ report.total_expense | currency }}</td>
                    </tr>
                {% else %}
                    <tr><td colspan="2" class="text-muted text-center py-3" style="font-size:13px;">No expenses recorded</td></tr>
                {% endif %}
                </tbody>
            </table>
        </div>
    </div>
</div>

<!-- All income transactions for tax year -->
{% if report.income_transactions %}
<div class="pcard p-0 mt-3">
    <div class="d-flex justify-content-between align-items-center px-4 py-3" style="border-bottom:1px solid var(--border);">
        <span class="pcard-title mb-0">All Income — {{ report.year }}</span>
        <span class="text-muted" style="font-size:12px;">{{ report.income_transactions | length }} transactions</span>
    </div>
    <table class="pfm-table">
        <thead><tr><th style="padding-left:20px;">Date</th><th>Description</th><th>Category</th><th class="text-end" style="padding-right:20px;">Amount</th></tr></thead>
        <tbody>
        {% for txn in report.income_transactions %}
        <tr>
            <td style="padding-left:20px;font-size:12px;color:var(--muted);white-space:nowrap;">{{ txn.date.strftime('%b %d, %Y') }}</td>
            <td style="font-size:13px;">{{ txn.description }}</td>
            <td style="font-size:12px;color:var(--muted);">{{ txn.category.name if txn.category else '—' }}</td>
            <td class="text-end mono text-income" style="font-size:13px;font-weight:500;padding-right:20px;">+{{ txn.amount | currency }}</td>
        </tr>
        {% endfor %}
        </tbody>
    </table>
</div>
{% endif %}

<div class="mt-3">
    <a href="{{ url_for('reports.index') }}" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left me-1"></i>Back to Reports</a>
</div>
{% endblock %}