refactor(app): implement year filtering for accounts and enhance dashboard PDF generation

src/Duempelkas.App/Components/Dialogs/AddTransferDialog.razor

@@ -27,7 +27,7 @@
 
         <div class="d-flex justify-content-end gap-2">
             <button class="btn btn-success" @onclick="Save"
-                    disabled="@(!CanSave)"><i class="bi bi-arrow-left-right"></i> @(EditEntry != null ? "Speichern" : "Umbuchen")</button>
+                    disabled="@(!CanSave)"><i class="bi bi-arrow-left-right"></i> @(EditEntry != null ? "Speichern" : "Hinzufügen")</button>
             <button class="btn btn-outline-secondary" @onclick="Cancel"><i class="bi bi-x-lg"></i> Abbrechen</button>
         </div>
     </div>

src/Duempelkas.App/Pages/Accounts/AccountDetail.razor

@@ -39,8 +39,8 @@
                 <i class="bi bi-file-earmark-pdf"></i> PDF
             </button>
             |
-            <button class="btn btn-nav @(selectedYear.HasValue ? "btn-primary" : "btn-outline-secondary")" @onclick="OpenYearFilterDialog">
+            <button class="btn btn-nav btn-primary" @onclick="OpenYearFilterDialog">
-                <i class="bi bi-funnel"></i> Filter<br>@GetFilterLabel()
+                <i class="bi bi-funnel"></i> Ansicht<br>@GetFilterLabel()
             </button>
         </div>
 

src/Duempelkas.App/Pages/Dashboard.razor

@@ -4,6 +4,7 @@
 @inject ISettingsService SettingsService
 @inject IPdfStatementService PdfStatementService
 @inject IFileSaveService FileSaveService
+@inject IEntryService EntryService
 @inject NavigationManager NavigationManager
 
 <div class="container-fluid">
@@ -34,6 +35,10 @@
         <button class="btn-nav btn-dark" @onclick="HandleDashboardExportAsync">
             <i class="bi bi-file-earmark-pdf"></i> PDF
         </button>
+        |
+        <button class="btn btn-nav btn-primary" @onclick="OpenYearFilterDialog">
+            <i class="bi bi-funnel"></i> Ansicht<br>@GetFilterLabel()
+        </button>
     </div>
 
     @if (accounts != null && accounts.Any())
@@ -107,3 +112,29 @@
                    OnCancel="CancelRestoreConfirm" />
 }
 
+@if (showYearFilterDialog)
+{
+    <div class="dialog-backdrop" @onclick="CloseYearFilterDialog">
+        <div class="dialog-content" @onclick:stopPropagation="true">
+            <h5>Filter auswählen</h5>
+            <p class="text-muted mb-3">Wähle ein Jahr oder alle Buchungen.</p>
+            <div class="filter-options-grid">
+                <button class="btn @(selectedYear.HasValue ? "btn-outline-secondary" : "btn-primary")" @onclick="() => SelectFilterYear(null)">
+                    Alle Buchungen
+                </button>
+                @foreach (var year in availableYears)
+                {
+                    <button class="btn @(selectedYear == year ? "btn-primary" : "btn-outline-secondary")" @onclick="() => SelectFilterYear(year)">
+                        @year
+                    </button>
+                }
+            </div>
+            <div class="d-flex justify-content-end mt-3">
+                <button class="btn btn-outline-secondary" @onclick="CloseYearFilterDialog">
+                    <i class="bi bi-x-lg"></i> Schließen
+                </button>
+            </div>
+        </div>
+    </div>
+}
+

src/Duempelkas.App/Pages/Dashboard.razor.cs

@@ -11,6 +11,9 @@ public partial class Dashboard
     private bool showAddAccount;
     private bool showEditClubName;
     private bool showRestoreConfirm;
+    private bool showYearFilterDialog;
+    private int? selectedYear = DateTime.Now.Year;
+    private List<int> availableYears = [];
     private string clubName = string.Empty;
     private string? operationMessage;
     private string operationMessageClass = "alert-info";
@@ -31,16 +34,22 @@ public partial class Dashboard
     protected override async Task OnInitializedAsync()
     {
         await LoadClubName();
-        await LoadAccounts();
+        await LoadAll();
     }
 
     #endregion
 
     #region Data Loading
 
+    private async Task LoadAll()
+    {
+        await LoadAccounts();
+        availableYears = await EntryService.GetAllEntryYearsAsync();
+    }
+
     private async Task LoadAccounts()
     {
-        accounts = await AccountService.GetAllAccountsAsync();
+        accounts = await AccountService.GetAllAccountsAsync(selectedYear);
     }
 
     private async Task LoadClubName()
@@ -56,7 +65,7 @@ public partial class Dashboard
     {
         await AccountService.CreateAccountAsync(name);
         showAddAccount = false;
-        await LoadAccounts();
+        await LoadAll();
     }
 
     private async Task HandleSaveClubName(string newName)
@@ -104,8 +113,26 @@ public partial class Dashboard
 
     private async Task HandleDashboardExportAsync()
     {
-        var pdf = await PdfStatementService.GenerateDashboardStatementAsync();
+        var pdf = await PdfStatementService.GenerateDashboardStatementAsync(selectedYear);
-        savedPdfPath = await FileSaveService.SaveFileAsync(pdf, $"{DisplayClubName}_Übersicht.pdf");
+        var suffix = selectedYear.HasValue ? $"_{selectedYear.Value}" : "_Gesamt";
+        savedPdfPath = await FileSaveService.SaveFileAsync(pdf, $"{DisplayClubName}_Übersicht{suffix}.pdf");
+    }
+
+    private void OpenYearFilterDialog()
+    {
+        showYearFilterDialog = true;
+    }
+
+    private void CloseYearFilterDialog()
+    {
+        showYearFilterDialog = false;
+    }
+
+    private async Task SelectFilterYear(int? year)
+    {
+        selectedYear = year;
+        showYearFilterDialog = false;
+        await LoadAll();
     }
 
     private async Task HandleOpenSavedPdf()
@@ -138,5 +165,7 @@ public partial class Dashboard
         return amount.ToString("N2", CultureInfo.GetCultureInfo("de-DE")) + " €";
     }
 
+    private string GetFilterLabel() => selectedYear?.ToString() ?? "Alle";
+
     #endregion
 }

src/Duempelkas.App/Services/IAccountService.cs

@@ -5,6 +5,7 @@ namespace Duempelkas.App.Services;
 public interface IAccountService
 {
     Task<List<AccountSummaryDto>> GetAllAccountsAsync();
+    Task<List<AccountSummaryDto>> GetAllAccountsAsync(int? year);
     Task<AccountSummaryDto> GetAccountAsync(int accountId);
     Task<AccountSummaryDto> CreateAccountAsync(string name);
     Task RenameAccountAsync(int accountId, string newName);

src/Duempelkas.App/Services/IEntryService.cs

@@ -8,6 +8,7 @@ public interface IEntryService
     Task<List<EntryDto>> GetEntriesAsync(int accountId, int? year);
     Task<List<EntryDto>> GetEntriesAsync(int accountId, bool currentYearOnly);
     Task<List<int>> GetEntryYearsAsync(int accountId);
+    Task<List<int>> GetAllEntryYearsAsync();
     Task<EntryDto> CreateEntryAsync(int accountId, EntryType type, DateTime date, string title, decimal amount);
     Task CreateTransferAsync(int sourceAccountId, int targetAccountId, DateTime date, string title, decimal amount);
     Task DeleteEntryAsync(int entryId);

src/Duempelkas.App/Services/IPdfStatementService.cs

@@ -5,4 +5,5 @@ public interface IPdfStatementService
     Task<byte[]> GenerateStatementAsync(int accountId, int? year);
     Task<byte[]> GenerateStatementAsync(int accountId, bool currentYearOnly);
     Task<byte[]> GenerateDashboardStatementAsync();
+    Task<byte[]> GenerateDashboardStatementAsync(int? year);
 }

src/Duempelkas.Infrastructure/Services/AccountService.cs

@@ -13,16 +13,60 @@ public class AccountService : IAccountService
 
     public AccountService(IDbContextFactory<FinanceDbContext> dbFactory) => _dbFactory = dbFactory;
 
-    public async Task<List<AccountSummaryDto>> GetAllAccountsAsync()
+    public Task<List<AccountSummaryDto>> GetAllAccountsAsync()
+    {
+        return GetAllAccountsAsync(null);
+    }
+
+    public async Task<List<AccountSummaryDto>> GetAllAccountsAsync(int? year)
     {
         await using var db = await _dbFactory.CreateDbContextAsync();
 
         var accounts = await db.Accounts
-            .Include(a => a.Entries)
             .OrderBy(a => a.Name)
             .ToListAsync();
 
-        return accounts.Select(MapToSummary).ToList();
+        var entries = db.Entries.Where(e => !e.IsDeleted);
+
+        if (year.HasValue)
+        {
+            var movementBeforeYearByAccountId = await entries
+                .Where(e => e.Date.Year < year.Value)
+                .GroupBy(e => e.AccountId)
+                .ToDictionaryAsync(
+                    g => g.Key,
+                    g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
+
+            var movementInYearByAccountId = await entries
+                .Where(e => e.Date.Year == year.Value)
+                .GroupBy(e => e.AccountId)
+                .ToDictionaryAsync(
+                    g => g.Key,
+                    g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
+
+            return accounts
+                .Select(account =>
+                {
+                    var carryoverForYear = account.CarryoverBalance + movementBeforeYearByAccountId.GetValueOrDefault(account.Id);
+                    var totalBalance = carryoverForYear + movementInYearByAccountId.GetValueOrDefault(account.Id);
+                    return new AccountSummaryDto(account.Id, account.Name, carryoverForYear, totalBalance, account.CreatedUtc);
+                })
+                .ToList();
+        }
+
+        var movementAllByAccountId = await entries
+            .GroupBy(e => e.AccountId)
+            .ToDictionaryAsync(
+                g => g.Key,
+                g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
+
+        return accounts
+            .Select(account =>
+            {
+                var totalBalance = account.CarryoverBalance + movementAllByAccountId.GetValueOrDefault(account.Id);
+                return new AccountSummaryDto(account.Id, account.Name, account.CarryoverBalance, totalBalance, account.CreatedUtc);
+            })
+            .ToList();
     }
 
     public async Task<AccountSummaryDto> GetAccountAsync(int accountId)
@@ -34,7 +78,11 @@ public class AccountService : IAccountService
             .FirstOrDefaultAsync(a => a.Id == accountId)
             ?? throw new InvalidOperationException($"Account {accountId} not found.");
 
-        return MapToSummary(account);
+        var totalIncome = account.Entries.Where(e => !e.IsDeleted && e.Type == EntryType.Income).Sum(e => e.Amount);
+        var totalExpense = account.Entries.Where(e => !e.IsDeleted && e.Type == EntryType.Expense).Sum(e => e.Amount);
+        var totalBalance = account.CarryoverBalance + totalIncome - totalExpense;
+
+        return new AccountSummaryDto(account.Id, account.Name, account.CarryoverBalance, totalBalance, account.CreatedUtc);
     }
 
     public async Task<AccountSummaryDto> CreateAccountAsync(string name)
@@ -115,12 +163,4 @@ public class AccountService : IAccountService
         await db.SaveChangesAsync();
     }
 
-    private static AccountSummaryDto MapToSummary(Account account)
-    {
-        var totalIncome = account.Entries.Where(e => e.Type == EntryType.Income).Sum(e => e.Amount);
-        var totalExpense = account.Entries.Where(e => e.Type == EntryType.Expense).Sum(e => e.Amount);
-        var totalBalance = account.CarryoverBalance + totalIncome - totalExpense;
-
-        return new AccountSummaryDto(account.Id, account.Name, account.CarryoverBalance, totalBalance, account.CreatedUtc);
-    }
 }

src/Duempelkas.Infrastructure/Services/EntryService.cs

@@ -77,6 +77,17 @@ public class EntryService : IEntryService
             .ToListAsync();
     }
 
+    public async Task<List<int>> GetAllEntryYearsAsync()
+    {
+        await using var db = await _dbFactory.CreateDbContextAsync();
+
+        return await db.Entries
+            .Select(e => e.Date.Year)
+            .Distinct()
+            .OrderByDescending(y => y)
+            .ToListAsync();
+    }
+
     public async Task<EntryDto> CreateEntryAsync(int accountId, EntryType type, DateTime date, string title, decimal amount)
     {
         await using var db = await _dbFactory.CreateDbContextAsync();

src/Duempelkas.Infrastructure/Services/PdfStatementService.cs

@@ -146,7 +146,12 @@ public class PdfStatementService : IPdfStatementService
         return document.GeneratePdf();
     }
 
-    public async Task<byte[]> GenerateDashboardStatementAsync()
+    public Task<byte[]> GenerateDashboardStatementAsync()
+    {
+        return GenerateDashboardStatementAsync(null);
+    }
+
+    public async Task<byte[]> GenerateDashboardStatementAsync(int? year)
     {
         await using var db = await _dbFactory.CreateDbContextAsync();
 
@@ -169,25 +174,65 @@ public class PdfStatementService : IPdfStatementService
             transferByEntryId[transfer.TargetEntryId] = transfer;
         }
 
-        var entries = await db.Entries
+        var entriesQuery = db.Entries
             .Include(e => e.Account)
-            .Where(e => !e.IsDeleted)
+            .Where(e => !e.IsDeleted);
+
+        if (year.HasValue)
+        {
+            entriesQuery = entriesQuery.Where(e => e.Date.Year == year.Value);
+        }
+
+        var entries = await entriesQuery
             .OrderBy(e => e.Date)
             .ThenBy(e => e.CreatedUtc)
             .ToListAsync();
 
+        Dictionary<int, decimal> balanceByAccountId;
+        Dictionary<int, decimal>? carryoverByAccountId = null;
+
+        if (year.HasValue)
+        {
+            var movementBeforeYearByAccountId = await db.Entries
+                .Where(e => !e.IsDeleted && e.Date.Year < year.Value)
+                .GroupBy(e => e.AccountId)
+                .ToDictionaryAsync(
+                    g => g.Key,
+                    g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
+
+            var movementInYearByAccountId = entries
+                .GroupBy(e => e.AccountId)
+                .ToDictionary(
+                    g => g.Key,
+                    g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
+
+            carryoverByAccountId = accounts
+                .ToDictionary(
+                    a => a.Id,
+                    a => a.CarryoverBalance + movementBeforeYearByAccountId.GetValueOrDefault(a.Id));
+
+            balanceByAccountId = accounts
+                .ToDictionary(
+                    a => a.Id,
+                    a => a.CarryoverBalance
+                        + movementBeforeYearByAccountId.GetValueOrDefault(a.Id)
+                        + movementInYearByAccountId.GetValueOrDefault(a.Id));
+        }
+        else
+        {
             var movementByAccountId = entries
                 .GroupBy(e => e.AccountId)
                 .ToDictionary(
                     g => g.Key,
                     g => g.Sum(e => e.Type == EntryType.Income ? e.Amount : -e.Amount));
 
-        var balanceByAccountId = accounts
+            balanceByAccountId = accounts
                 .ToDictionary(
                     a => a.Id,
                     a => a.CarryoverBalance + movementByAccountId.GetValueOrDefault(a.Id));
+        }
 
-        var totalClubBalance = accounts.Sum(a => a.CarryoverBalance + movementByAccountId.GetValueOrDefault(a.Id));
+        var totalClubBalance = balanceByAccountId.Values.Sum();
 
         var processedTransferIds = new HashSet<int>();
         var rows = new List<DashboardStatementRow>();
@@ -248,7 +293,10 @@ public class PdfStatementService : IPdfStatementService
                 page.Header().Column(col =>
                 {
                     col.Item().Text(clubName).Bold().FontSize(18);
-                    col.Item().Text("Übersicht aller Konten").FontSize(13).FontColor(Colors.Grey.Darken1);
+                    var headerTitle = year.HasValue
+                        ? $"Übersicht aller Konten ({year.Value})"
+                        : "Übersicht aller Konten";
+                    col.Item().Text(headerTitle).FontSize(13).FontColor(Colors.Grey.Darken1);
                     col.Item().PaddingTop(2).Text($"Gesamtvermögen: {FormatCurrency(totalClubBalance)}")
                         .FontSize(10)
                         .SemiBold()
@@ -285,6 +333,18 @@ public class PdfStatementService : IPdfStatementService
                             }
                         });
 
+                        if (year.HasValue && carryoverByAccountId is not null)
+                        {
+                            BodyCell(table, string.Empty);
+                            BodyCell(table, string.Empty);
+                            BodyCell(table, $"Übertrag von {year.Value - 1}", alignRight: true);
+
+                            foreach (var account in accounts)
+                            {
+                                BodyAmountCell(table, carryoverByAccountId.GetValueOrDefault(account.Id));
+                            }
+                        }
+
                         foreach (var row in rows)
                         {
                             BodyCell(table, row.DisplayId);