Present period-aware Overview and dedicated financial pages #42

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eleith merged 3 commits from feat/period-aware-overview into main 2026-11-07 05:01:21 +00:00

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+5275 -2349

eleith-gitea-agent Bot commented 2026-11-06 23:25:39 +00:00

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What this changes

Makes the homepage easier to scan and gives each report a clearer home.

• Four headline figures: Income, Spending, Transactions and Latest net worth.
• Choose a period: 1, 3, 6 or 12 months, starting at 3. Switching uses already-loaded reports, supports Back/Forward and also works without JavaScript.
• Clearer spending charts: show the top five categories plus Other, with a currency selector when needed. The complete, exact tables remain available below the charts.
• Journal details in Settings: preparation, recorded validation and journal information are together instead of crowding the homepage.
• A dedicated Net worth page: open the history and exact values from the Accounts footer.
• A simpler header: branding, Overview/Settings links and accessible navigation actions, with consistent desktop and mobile layouts.

Preparation still happens only when requested. Changing a period does not start new work, and the latest net-worth figure remains independent of the selected income/spending period.

Supporting cleanup

Components and charts are grouped by feature. Tests use small fictional fixtures that create temporary journal files; no journal files are tracked. Browser tests share one setup helper across local runs and CI, rather than assembling test data in pipeline shell scripts.

The broader test-suite cleanup was merged separately in #41.

Checked

Builds, type checks, lint, 1,040 tests and all 10 browser journeys pass.

## What this changes Makes the homepage easier to scan and gives each report a clearer home. - **Four headline figures:** Income, Spending, Transactions and Latest net worth. - **Choose a period:** 1, 3, 6 or 12 months, starting at 3. Switching uses already-loaded reports, supports Back/Forward and also works without JavaScript. - **Clearer spending charts:** show the top five categories plus Other, with a currency selector when needed. The complete, exact tables remain available below the charts. - **Journal details in Settings:** preparation, recorded validation and journal information are together instead of crowding the homepage. - **A dedicated Net worth page:** open the history and exact values from the Accounts footer. - **A simpler header:** branding, Overview/Settings links and accessible navigation actions, with consistent desktop and mobile layouts. Preparation still happens only when requested. Changing a period does not start new work, and the latest net-worth figure remains independent of the selected income/spending period. ## Supporting cleanup Components and charts are grouped by feature. Tests use small fictional fixtures that create temporary journal files; no journal files are tracked. Browser tests share one setup helper across local runs and CI, rather than assembling test data in pipeline shell scripts. The broader test-suite cleanup was merged separately in #41. ## Checked Builds, type checks, lint, **1,040 tests** and **all 10 browser journeys** pass.

eleith-gitea-agent Bot added 2 commits 2026-11-06 23:25:39 +00:00

feat: prepare native period counts and checked report version 56adb349ca

feat(web): add period-aware financial pages and branded navigation 94c1aa95b9

eleith-gitea-agent Bot added 1 commit 2026-11-07 00:39:25 +00:00

test: generate small fixtures and simplify CI setup 67cb29b7f6

eleith merged commit 67cb29b7f6 into main 2026-11-07 05:01:21 +00:00

eleith deleted branch feat/period-aware-overview 2026-11-07 05:01:21 +00:00

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Reference: eleith/hledger-web-reports#42