Feat/reports

[devjaes]

This pull request introduces significant improvements and new features to the reporting system, goal management, and documentation for the FoppyAI finance management project. The changes focus on expanding report types and their data structures, improving goal repository filtering and handling, and fixing issues related to date processing and shared goals. Additionally, the documentation has been updated to provide a comprehensive overview of the backend and frontend architecture, features, and known bugs.

Reporting System Enhancements

• Added new report types and corresponding data interfaces, including TRANSACTIONS_SUMMARY, EXPENSES_BY_CATEGORY, MONTHLY_TREND, BUDGET_PERFORMANCE, and FINANCIAL_OVERVIEW to ReportType and implemented their data structures in report.entity.ts for richer financial analytics. [1] [2]
• Improved report generation by ensuring date filters are correctly processed as Date objects, enforcing required filters (e.g., goalId for certain reports), and always using created_at for goal filtering in reports.
• Fixed the handling and encoding of binary responses for PDF, Excel, and CSV formats, and improved JSON response formatting for date fields. [1] [2] [3] [4]

Goal Repository Improvements

• Updated goal repository queries to support filtering by both user_id and shared_user_id, allowing users to see their own and shared goals. Also added flexible date filtering (by created_at or end_date) for reports and dashboard views. [1] [2]
• Refactored repository methods for clarity and maintainability, including moving findById and improving create and update logic to better handle category lookups and partial updates. [1] [2] [3]

Documentation Updates

• Added a detailed project documentation file outlining backend and frontend architecture, implemented features, executive summary, current project status, and a list of critical bugs.

CSV Service Expansion

• Introduced new CSV data preparation functions to support the expanded set of report types, enabling export of more comprehensive financial data.

Minor Fixes and Improvements

• Improved error logging and handling in report controller for better debugging and reliability. [1] [2]
• Enhanced report filter interface to allow specifying which date field to filter by (created_at or end_date).

Let me know if you need a walkthrough of any specific change or how these updates affect the integration with other parts of the system!