Merge feature/053-reporting-line-chart into main

Feature 053: Reporting & Data Portability — line charts, area charts, grouped/stacked bar charts, sparklines, progress bars, radial gauges, CSV export, custom report builder with grid layout, widget config panel, and component showcase.

Includes build/test fix pass (053.1): Razor parser fixes, missing global usings, test stub updates, IAsyncLifetime disposal.

Author: Fortinbra

.vscode/tasks.json

@@ -0,0 +1,41 @@
+{
+	"version": "2.0.0",
+	"tasks": [
+		{
+			"label": "E2E: Functional 062 (Local)",
+			"type": "shell",
+			"command": "dotnet",
+			"args": [
+				"test",
+				"c:\\ws\\BudgetExperiment\\tests\\BudgetExperiment.E2E.Tests\\BudgetExperiment.E2E.Tests.csproj",
+				"--filter",
+				"Category=Functional"
+			],
+			"options": {
+				"env": {
+					"RUN_E2E_TESTS": "true",
+					"BUDGET_APP_URL": "http://localhost:5099"
+				}
+			},
+			"group": "test"
+		},
+		{
+			"label": "E2E: Functional 062 (DemoSafe)",
+			"type": "shell",
+			"command": "dotnet",
+			"args": [
+				"test",
+				"c:\\ws\\BudgetExperiment\\tests\\BudgetExperiment.E2E.Tests\\BudgetExperiment.E2E.Tests.csproj",
+				"--filter",
+				"Category=Functional&Category=DemoSafe"
+			],
+			"options": {
+				"env": {
+					"RUN_E2E_TESTS": "true",
+					"BUDGET_APP_URL": "https://budgetdemo.becauseimclever.com"
+				}
+			},
+			"group": "test"
+		}
+	]
+}

CHANGELOG.md

@@ -4,6 +4,68 @@ All notable changes to Budget Experiment.
 
 ## [Unreleased]
 
+## [3.15.0] - 2026-02-14
+
+### Features
+
+- **client:** LineChart component for trend visualization with multi-series support, axes, grid, and reference lines
+- **client:** Shared chart primitives (ChartAxis, ChartGrid, ChartTooltip) for SVG charts
+- **client:** GroupedBarChart and StackedBarChart components for multi-series comparisons and composition views
+- **client:** AreaChart component with optional gradient fills
+- **client:** SparkLine, ProgressBar, and RadialGauge components for compact trend and progress visualization
+- **api:** CSV export endpoint for monthly category report
+- **application:** Export service infrastructure with CSV formatter
+- **client:** Export button download handling with loading state and error feedback
+- **domain:** Custom report layout entity and repository contract
+- **infrastructure:** EF Core configuration, DbSet, and repository for custom report layouts
+- **application:** Custom report layout service with scope-aware CRUD operations
+- **api:** Custom report layout CRUD endpoints (`/api/v1/custom-reports`)
+- **client:** Custom report builder page with widget palette, canvas, and placeholder widgets
+- **client:** Custom report layout CRUD methods in BudgetApiService
+- **client:** Reports index card for custom report builder
+- **client:** Custom report builder grid layout with drag/resize snapping and widget presets
+- **client:** Widget configuration panel with title editing and per-widget options
+- **client:** Report widget actions for selection, duplicate, and delete
+- **client:** BarChart click events for drill-down
+- **client:** Component showcase page for charts and exports
+
+### Bug Fixes
+
+- **client:** Fix Razor parser failure with escaped quotes in ReportCanvas interpolated strings
+- **client:** Fix `@layout` directive conflict in CustomReportBuilder by renaming variable
+- **client:** Fix AreaChart string parameter bindings missing `@` prefix
+- **client:** Fix ExportDownloadService async disposal pattern
+- **infra:** Add missing `Domain.Reports` global using in Infrastructure and Application
+- **api:** Add missing XML doc param tag in ExportController
+- **api:** Fix invalid `ChatActionType.Unknown` enum reference in tests
+
+### Testing
+
+- **client:** bUnit tests for LineChart (empty state, paths, points, multi-series, ARIA)
+- **client:** bUnit tests for GroupedBarChart and StackedBarChart (empty state, rendering, legend, ARIA)
+- **client:** bUnit tests for AreaChart and large dataset rendering
+- **client:** bUnit tests for SparkLine, ProgressBar, and RadialGauge
+- **api:** ExportController integration test for CSV export
+- **application:** Export service unit tests for CSV formatter and routing
+- **client:** bUnit tests for ExportButton download flow
+- **client:** bUnit tests for BarChart click/colors, LineChart smooth interpolation, StackedBarChart segment heights, ProgressBar thresholds, and RadialGauge dash offsets
+- **client:** bUnit tests for report builder components (ReportWidget, WidgetConfigPanel)
+- **api:** Export controller auth tests for CSV endpoints
+- **e2e:** Report chart interaction tests (tooltips, drill-down)
+- **e2e:** Report export flow test for CSV download
+- **e2e:** Custom report builder tests for drag/select and save/reload
+- **e2e:** Accessibility coverage expanded to report pages
+- **client:** Fix missing IBudgetApiService stub methods and service registrations in test classes
+- **client:** Fix ThemeService IAsyncDisposable handling with IAsyncLifetime in bUnit tests
+
+### Documentation
+
+- **docs:** Update Feature 053 spec for custom report builder layout, endpoints, and Phase 7 status
+- **docs:** Feature 053 updates for grid layout, presets, tests, and deferred items
+- **docs:** Chart component standards added to component guidelines
+- **docs:** Feature 053.1 — build and test fix catalog for features 051–053
+- **readme:** Reports and component showcase documentation updates
+
 ## [3.14.1] - 2026-02-08
 
 ### Bug Fixes

README.md

@@ -19,7 +19,8 @@ Budget Experiment helps you manage your finances by:
 - **AI-powered categorization**: Get intelligent rule suggestions using local AI (via Ollama)
 - **CSV import**: Import transactions from Bank of America, Capital One, and UHCU with duplicate detection
 - **Calendar view**: Visualize daily transaction summaries and navigate spending history
-- **Reports & analytics**: Category spending, monthly trends, budget vs. actual comparison, date range filtering, week summaries — all navigable from the calendar with quick insights panel
+- **Reports & analytics**: Category spending, monthly trends, budget vs. actual comparison, date range filtering, week summaries, CSV exports, and a custom report builder
+- **Component showcase**: Dedicated UI page for chart and component previews
 
 ## 🏗️ Architecture
 

docs/051-ai-assistant-calendar-context.md

@@ -1,5 +1,5 @@
 # Feature 051: AI Assistant Calendar Context
-> **Status:** 🗒️ Planning  
+> **Status:** ✅ Complete  
 > **Priority:** Medium  
 > **Dependencies:** Chat/AI Assistant (Complete), Calendar Page (Complete)
 
@@ -398,12 +398,12 @@ private static string FormatContext(ChatContext? context)
 **Objective:** Add calendar date tracking to the client-side context service.
 
 **Tasks:**
-- [ ] Add `CalendarViewedYear`, `CalendarViewedMonth`, `SelectedDate` to `ChatPageContext`
-- [ ] Add `SetCalendarContext` method to `IChatContextService`
-- [ ] Implement `SetCalendarContext` in `ChatContextService`
-- [ ] Update `GetContextSummary` to include calendar context
-- [ ] Add `ToDto()` method to convert context to DTO
-- [ ] Write unit tests for new context methods
+- [x] Add `CalendarViewedYear`, `CalendarViewedMonth`, `SelectedDate` to `ChatPageContext`
+- [x] Add `SetCalendarContext` method to `IChatContextService`
+- [x] Implement `SetCalendarContext` in `ChatContextService`
+- [x] Update `GetContextSummary` to include calendar context
+- [x] Add `ToDto()` method to convert context to DTO
+- [x] Write unit tests for new context methods
 
 **Validation:**
 - Context service correctly stores calendar dates
@@ -417,9 +417,9 @@ private static string FormatContext(ChatContext? context)
 **Objective:** Create the DTO for transmitting context from client to API.
 
 **Tasks:**
-- [ ] Create `ChatContextDto` class in `Contracts/Dtos/ChatDtos.cs`
-- [ ] Add `Context` property to `SendMessageRequest`
-- [ ] Ensure XML documentation is complete
+- [x] Create `ChatContextDto` class in `Contracts/Dtos/ChatContextDto.cs`
+- [x] Add `Context` property to `SendMessageRequest`
+- [x] Ensure XML documentation is complete
 
 **Validation:**
 - DTOs compile and serialize correctly
@@ -433,11 +433,11 @@ private static string FormatContext(ChatContext? context)
 **Objective:** Calendar page updates context when dates change.
 
 **Tasks:**
-- [ ] Inject `IChatContextService` into `Calendar.razor`
-- [ ] Call `SetCalendarContext` in `OnParametersSetAsync` (when month changes)
-- [ ] Call `SetCalendarContext` in `SelectDate` (when day is selected)
-- [ ] Call `SetCalendarContext` when account filter changes
-- [ ] Clear context in `Dispose`
+- [x] Inject `IChatContextService` into `Calendar.razor`
+- [x] Call `SetCalendarContext` in `OnParametersSetAsync` (when month changes)
+- [x] Call `SetCalendarContext` in `SelectDate` (when day is selected)
+- [x] Call `SetCalendarContext` when account filter changes
+- [x] Clear context in `Dispose`
 - [ ] Test that context updates propagate to ChatPanel
 
 **Validation:**
@@ -453,9 +453,9 @@ private static string FormatContext(ChatContext? context)
 **Objective:** ChatPanel sends context with each message.
 
 **Tasks:**
-- [ ] Update `IChatApiService.SendMessageAsync` to accept optional `ChatContextDto`
-- [ ] Update `ChatApiService.SendMessageAsync` to include context in request body
-- [ ] Update `ChatPanel.HandleSendMessage` to pass context from `ChatContextService`
+- [x] Update `IChatApiService.SendMessageAsync` to accept optional `ChatContextDto`
+- [x] Update `ChatApiService.SendMessageAsync` to include context in request body
+- [x] Update `ChatPanel.HandleSendMessage` to pass context from `ChatContextService`
 - [ ] Write integration tests for context transmission
 
 **Validation:**
@@ -470,10 +470,10 @@ private static string FormatContext(ChatContext? context)
 **Objective:** API extracts context and passes to chat service.
 
 **Tasks:**
-- [ ] Update `ChatController.SendMessageAsync` to extract context from request
-- [ ] Map `ChatContextDto` to domain `ChatContext` record
-- [ ] Pass context to `_chatService.SendMessageAsync`
-- [ ] Write API integration tests verifying context handling
+- [x] Update `ChatController.SendMessageAsync` to extract context from request
+- [x] Map `ChatContextDto` to domain `ChatContext` record
+- [x] Pass context to `_chatService.SendMessageAsync`
+- [x] Write API integration tests verifying context handling
 
 **Validation:**
 - API accepts and processes context
@@ -489,9 +489,9 @@ private static string FormatContext(ChatContext? context)
 **Note:** `NaturalLanguageParser.FormatContext` already handles `CurrentDate`, `CurrentAccountName`, `CurrentCategoryName`, and `CurrentPage`. The existing prompt text is basic ("Viewing date: {date}"). This phase focuses on verifying/improving the prompt phrasing and testing the end-to-end flow.
 
 **Tasks:**
-- [ ] Review and improve `FormatContext` prompt wording (e.g., instruct AI to pre-fill transaction date)
-- [ ] Verify `CurrentDate` is used for transaction date when present
-- [ ] Write unit tests verifying date is extracted from context
+- [x] Review and improve `FormatContext` prompt wording (e.g., instruct AI to pre-fill transaction date)
+- [x] Verify `CurrentDate` is used for transaction date when present
+- [x] Write unit tests verifying date is extracted from context
 - [ ] Test with various prompts ("add transaction", "spent $50 on groceries")
 
 **Validation:**
@@ -506,12 +506,13 @@ private static string FormatContext(ChatContext? context)
 **Objective:** Comprehensive testing and edge case handling.
 
 **Tasks:**
-- [ ] Add E2E test: select date → open chat → add transaction → verify date
-- [ ] Add E2E test: change month → verify context updates
-- [ ] Test with no date selected (should default to today)
-- [ ] Test context clearing on navigation
-- [ ] Verify mobile experience
-- [ ] Run accessibility audit on context hint display
+- [ ] Add E2E test: select date → open chat → add transaction → verify date (Deferred - requires AI service)
+- [x] Add E2E test: select date → open chat → verify context hint
+- [x] Add E2E test: change month → verify context updates
+- [x] Test with no date selected (should default to today)
+- [x] Test context clearing on navigation
+- [x] Verify mobile experience
+- [ ] Run accessibility audit on context hint display (Deferred)
 
 **Validation:**
 - All tests pass
@@ -598,3 +599,14 @@ private static string FormatContext(ChatContext? context)
 | 2026-01-26 | Initial draft | @becauseimclever |
 | 2026-02-02 | Full technical design, implementation phases, user stories | @github-copilot |
 | 2026-02-09 | Codebase audit: updated current state, fixed broken 043 link, noted Application layer already supports dates | @github-copilot |
+| 2026-02-10 | Completed Phase 1 client context updates and Phase 2 DTO additions | @github-copilot |
+| 2026-02-10 | Wired Calendar page to chat context service (Phase 3) | @github-copilot |
+| 2026-02-10 | Included chat context in client message requests (Phase 4 partial) | @github-copilot |
+| 2026-02-10 | Wired chat API controller to accept context (Phase 5 partial) | @github-copilot |
+| 2026-02-10 | Improved AI context prompt wording and tests (Phase 6 partial) | @github-copilot |
+| 2026-02-10 | Added API integration tests for chat context (Phase 5 complete) | @github-copilot |
+| 2026-02-10 | Added app-layer test for context propagation to parser | @github-copilot |
+| 2026-02-10 | Added fallback to use context date when AI omits date | @github-copilot |
+| 2026-02-10 | Added test to prefer explicit AI date over context | @github-copilot |
+| 2026-02-10 | Added mobile E2E coverage for calendar context hint | @github-copilot |
+| 2026-02-10 | Added mobile E2E coverage for month change and context clearing | @github-copilot |