From ecb7851a62787a522c142469c8f97cc9dc6b813c Mon Sep 17 00:00:00 2001
From: AJ <ajisaacs27@gmail.com>
Date: Sun, 12 Oct 2025 02:13:57 -0400
Subject: [PATCH] Add percentage of total to top expense categories on
 dashboard
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Show what percentage of total expenses each category represents in the top categories table. This helps quickly identify which categories consume the largest portion of spending.

Changes:
- Add PercentageOfTotal property to TopCategoryRow
- Calculate percentage based on total expenses in the period
- Display percentage as a badge in the table (e.g., "23.5%")
- Add new "% of Total" column header
- Format to 1 decimal place for clarity

Example: If "Groceries" is $500 and total expenses are $2000, it shows 25.0%

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
---
 MoneyMap/Pages/Index.cshtml    |  4 ++++
 MoneyMap/Pages/Index.cshtml.cs | 19 +++++++++++++++----
 2 files changed, 19 insertions(+), 4 deletions(-)

diff --git a/MoneyMap/Pages/Index.cshtml b/MoneyMap/Pages/Index.cshtml
index f25cac3..dd38a2c 100644
--- a/MoneyMap/Pages/Index.cshtml
+++ b/MoneyMap/Pages/Index.cshtml
@@ -71,6 +71,7 @@
                     <tr>
                         <th>Category</th>
                         <th class="text-end">Total Spend</th>
+                        <th class="text-end">% of Total</th>
                         <th class="text-end">Txns</th>
                     </tr>
                 </thead>
@@ -84,6 +85,9 @@
                                 </a>
                             </td>
                             <td class="text-end">@c.TotalSpend.ToString("C")</td>
+                            <td class="text-end">
+                                <span class="badge bg-secondary">@c.PercentageOfTotal.ToString("F1")%</span>
+                            </td>
                             <td class="text-end">@c.Count</td>
                         </tr>
                     }
diff --git a/MoneyMap/Pages/Index.cshtml.cs b/MoneyMap/Pages/Index.cshtml.cs
index ceab630..b124efb 100644
--- a/MoneyMap/Pages/Index.cshtml.cs
+++ b/MoneyMap/Pages/Index.cshtml.cs
@@ -44,6 +44,7 @@ namespace MoneyMap.Pages
             public string Category { get; set; } = "";
             public decimal TotalSpend { get; set; }
             public int Count { get; set; }
+            public decimal PercentageOfTotal { get; set; }
         }
 
         public class RecentTxnRow
@@ -176,20 +177,30 @@ namespace MoneyMap.Pages
         {
             var since = DateTime.UtcNow.Date.AddDays(-lastDays);
 
-            return await _db.Transactions
+            // Get all expense transactions for the period
+            var expenseTransactions = await _db.Transactions
                 .Where(t => t.Date >= since && t.Amount < 0)
                 .ExcludeTransfers() // Exclude credit card payments and transfers
+                .ToListAsync();
+
+            // Calculate total spend
+            var totalSpend = expenseTransactions.Sum(t => -t.Amount);
+
+            // Group by category and calculate percentages
+            var topCategories = expenseTransactions
                 .GroupBy(t => t.Category ?? "")
                 .Select(g => new IndexModel.TopCategoryRow
                 {
                     Category = g.Key,
                     TotalSpend = g.Sum(x => -x.Amount),
-                    Count = g.Count()
+                    Count = g.Count(),
+                    PercentageOfTotal = totalSpend > 0 ? (g.Sum(x => -x.Amount) / totalSpend) * 100 : 0
                 })
                 .OrderByDescending(x => x.TotalSpend)
                 .Take(count)
-                .AsNoTracking()
-                .ToListAsync();
+                .ToList();
+
+            return topCategories;
         }
     }