PowderCoatingLogix/src/PowderCoating.Web/Views/Reports/ProfitAndLoss.cshtml

@model PowderCoating.Application.DTOs.Accounting.ProfitAndLossDto
@{
    ViewData["Title"] = "Profit & Loss";
    ViewData["PageIcon"] = "bi-graph-up-arrow";
    var today = DateTime.Today;
    var ytdFrom  = new DateTime(today.Year, 1, 1).ToString("yyyy-MM-dd");
    var ytdTo    = today.ToString("yyyy-MM-dd");
    var q1From   = new DateTime(today.Year, 1, 1).ToString("yyyy-MM-dd");
    var q1To     = new DateTime(today.Year, 3, 31).ToString("yyyy-MM-dd");
    var lastYrFrom = new DateTime(today.Year - 1, 1, 1).ToString("yyyy-MM-dd");
    var lastYrTo   = new DateTime(today.Year - 1, 12, 31).ToString("yyyy-MM-dd");
    var thisMonthFrom = new DateTime(today.Year, today.Month, 1).ToString("yyyy-MM-dd");
    var thisMonthTo   = today.ToString("yyyy-MM-dd");
}

<style>
@@media print {
    .no-print { display: none !important; }
    .card { border: 1px solid #dee2e6 !important; box-shadow: none !important; }
    body { font-size: 12px; }
}
.report-section-header { background: #f8f9fa; font-weight: 600; }
.report-total-row { border-top: 2px solid #dee2e6; font-weight: 700; }
.report-subtotal-row { border-top: 1px solid #dee2e6; font-weight: 600; }
.report-net-row { background: #e8f5e9; font-weight: 700; font-size: 1.05em; }
.report-net-negative { background: #fdecea; }
</style>

<!-- Header -->
<div class="d-flex align-items-center gap-2 mb-3 no-print">
    <a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
    <p class="text-muted mb-0">Income Statement — @Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")</p>
    <div class="ms-auto d-flex gap-2">
        <a href="@Url.Action("ProfitAndLossPdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd") })"
           class="btn btn-sm btn-outline-danger no-print" target="_blank">
            <i class="bi bi-file-pdf me-1"></i>Download PDF
        </a>
        <a href="@Url.Action("ProfitAndLossPdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd"), inline = true })"
           class="btn btn-sm btn-outline-secondary no-print" target="_blank">
            <i class="bi bi-printer me-1"></i>Print
        </a>
    </div>
</div>

<!-- Date filter -->
<div class="card shadow-sm mb-4 no-print">
    <div class="card-body py-3">
        <form method="get" class="row g-2 align-items-end">
            <div class="col-auto">
                <label class="form-label form-label-sm mb-1">From</label>
                <input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
            </div>
            <div class="col-auto">
                <label class="form-label form-label-sm mb-1">To</label>
                <input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
            </div>
            <div class="col-auto">
                <button type="submit" class="btn btn-primary btn-sm"><i class="bi bi-funnel me-1"></i>Run Report</button>
            </div>
            <div class="col-auto ms-2">
                <div class="btn-group btn-group-sm">
                    <a href="@Url.Action("ProfitAndLoss", new { from = thisMonthFrom, to = thisMonthTo })" class="btn btn-outline-secondary">This Month</a>
                    <a href="@Url.Action("ProfitAndLoss", new { from = ytdFrom, to = ytdTo })" class="btn btn-outline-secondary">YTD</a>
                    <a href="@Url.Action("ProfitAndLoss", new { from = lastYrFrom, to = lastYrTo })" class="btn btn-outline-secondary">Last Year</a>
                </div>
            </div>
        </form>
    </div>
</div>

<!-- Print header -->
<div class="text-center mb-4 d-none d-print-block">
    <h4 class="fw-bold">@Model.CompanyName</h4>
    <h5>Profit &amp; Loss</h5>
    <p class="text-muted">@Model.From.ToString("MMMM d, yyyy") – @Model.To.ToString("MMMM d, yyyy")</p>
</div>

<!-- KPI Summary -->
<div class="row g-3 mb-4 no-print">
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 text-success mb-1">@Model.TotalRevenue.ToString("C")</div>
                <div class="text-muted small">Total Revenue</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 text-warning mb-1">@Model.TotalCogs.ToString("C")</div>
                <div class="text-muted small">Cost of Goods</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 text-danger mb-1">@Model.TotalExpenses.ToString("C")</div>
                <div class="text-muted small">Operating Expenses</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100 @(Model.NetIncome >= 0 ? "border-success border-opacity-50" : "border-danger border-opacity-50")">
            <div class="card-body py-3">
                <div class="h5 fw-bold @(Model.NetIncome >= 0 ? "text-success" : "text-danger") mb-1">@Model.NetIncome.ToString("C")</div>
                <div class="text-muted small">Net Income</div>
            </div>
        </div>
    </div>
</div>

<!-- P&L Statement -->
<div class="card shadow-sm">
    <div class="card-header d-flex justify-content-between align-items-center">
        <span class="fw-semibold"><i class="bi bi-file-earmark-bar-graph me-1"></i>Income Statement</span>
        <span class="text-muted small">@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")</span>
    </div>
    <div class="table-responsive">
        <table class="table table-sm align-middle mb-0">
            <thead class="table-light">
                <tr>
                    <th>Account</th>
                    <th class="text-end" style="width:160px">Amount</th>
                    <th class="text-end" style="width:120px">% of Revenue</th>
                </tr>
            </thead>
            <tbody>
                <!-- Revenue -->
                <tr class="report-section-header">
                    <td colspan="3" class="py-2"><i class="bi bi-graph-up-arrow text-success me-2"></i>Revenue</td>
                </tr>
                @if (!Model.RevenueLines.Any())
                {
                    <tr><td colspan="3" class="text-muted ps-4 small">No revenue recorded for this period.</td></tr>
                }
                @foreach (var line in Model.RevenueLines)
                {
                    <tr>
                        <td class="ps-4">@line.AccountNumber <span class="text-muted">@line.AccountName</span></td>
                        <td class="text-end">@line.Amount.ToString("C")</td>
                        <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (line.Amount / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                    </tr>
                }
                <tr class="report-subtotal-row">
                    <td class="ps-4 fw-semibold">Total Revenue</td>
                    <td class="text-end fw-semibold text-success">@Model.TotalRevenue.ToString("C")</td>
                    <td class="text-end text-muted small">100%</td>
                </tr>

                <!-- COGS -->
                @if (Model.CogsLines.Any())
                {
                    <tr><td colspan="3" class="py-1"></td></tr>
                    <tr class="report-section-header">
                        <td colspan="3" class="py-2"><i class="bi bi-box-seam text-warning me-2"></i>Cost of Goods Sold</td>
                    </tr>
                    @foreach (var line in Model.CogsLines)
                    {
                        <tr>
                            <td class="ps-4">@line.AccountNumber <span class="text-muted">@line.AccountName</span></td>
                            <td class="text-end">@line.Amount.ToString("C")</td>
                            <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (line.Amount / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                        </tr>
                    }
                    <tr class="report-subtotal-row">
                        <td class="ps-4 fw-semibold">Total COGS</td>
                        <td class="text-end fw-semibold text-warning">(@Model.TotalCogs.ToString("C"))</td>
                        <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (Model.TotalCogs / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                    </tr>
                    <tr class="report-subtotal-row">
                        <td class="ps-2 fw-semibold">Gross Profit</td>
                        <td class="text-end fw-semibold @(Model.GrossProfit >= 0 ? "text-success" : "text-danger")">@Model.GrossProfit.ToString("C")</td>
                        <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : Model.GrossMarginPercent.ToString("F1") + "%")</td>
                    </tr>
                }

                <!-- Expenses -->
                <tr><td colspan="3" class="py-1"></td></tr>
                <tr class="report-section-header">
                    <td colspan="3" class="py-2"><i class="bi bi-receipt-cutoff text-danger me-2"></i>Operating Expenses</td>
                </tr>
                @if (!Model.ExpenseLines.Any())
                {
                    <tr><td colspan="3" class="text-muted ps-4 small">No expenses recorded for this period.</td></tr>
                }
                @foreach (var line in Model.ExpenseLines)
                {
                    <tr>
                        <td class="ps-4">@line.AccountNumber <span class="text-muted">@line.AccountName</span></td>
                        <td class="text-end">@line.Amount.ToString("C")</td>
                        <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (line.Amount / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                    </tr>
                }
                <tr class="report-subtotal-row">
                    <td class="ps-4 fw-semibold">Total Expenses</td>
                    <td class="text-end fw-semibold text-danger">(@Model.TotalExpenses.ToString("C"))</td>
                    <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (Model.TotalExpenses / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                </tr>
            </tbody>
            <tfoot>
                <tr class="report-net-row @(Model.NetIncome < 0 ? "report-net-negative" : "")">
                    <td class="ps-2">Net Income</td>
                    <td class="text-end @(Model.NetIncome >= 0 ? "text-success" : "text-danger")">@Model.NetIncome.ToString("C")</td>
                    <td class="text-end text-muted small">@(Model.TotalRevenue == 0 ? "—" : (Model.NetIncome / Model.TotalRevenue * 100).ToString("F1") + "%")</td>
                </tr>
            </tfoot>
        </table>
    </div>
</div>

<div class="text-muted small mt-2 no-print">
    <i class="bi bi-info-circle me-1"></i>
    Generated @DateTime.Now.ToString("MMM d, yyyy h:mm tt") · Accrual basis · Revenue from sent/paid invoices; expenses from bills and direct expenses.
</div>