Initial commit: HOA Financial Intelligence Platform MVP
Multi-tenant financial management platform for homeowner associations featuring: - NestJS backend with 16 modules (auth, accounts, transactions, budgets, units, invoices, payments, vendors, reserves, investments, capital projects, reports) - React + Mantine frontend with dashboard, CRUD pages, and financial reports - Schema-per-tenant PostgreSQL isolation with JWT-based tenant resolution - Docker Compose infrastructure (nginx, backend, frontend, postgres, redis) - Comprehensive seed data for Sunrise Valley HOA demo - 39 API endpoints with Swagger documentation - Double-entry bookkeeping with journal entries - Budget vs actual reporting and Sankey cash flow visualization Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
120
frontend/src/pages/units/UnitsPage.tsx
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120
frontend/src/pages/units/UnitsPage.tsx
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import { useState } from 'react';
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import {
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Title, Table, Group, Button, Stack, TextInput, Modal,
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NumberInput, Select, Badge, ActionIcon, Text, Loader, Center,
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} from '@mantine/core';
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import { useForm } from '@mantine/form';
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import { useDisclosure } from '@mantine/hooks';
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import { notifications } from '@mantine/notifications';
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import { IconPlus, IconEdit, IconSearch } from '@tabler/icons-react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import api from '../../services/api';
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interface Unit {
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id: string;
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unit_number: string;
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address_line1: string;
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owner_name: string;
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owner_email: string;
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monthly_assessment: string;
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status: string;
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balance_due?: string;
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}
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export function UnitsPage() {
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const [opened, { open, close }] = useDisclosure(false);
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const [editing, setEditing] = useState<Unit | null>(null);
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const [search, setSearch] = useState('');
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const queryClient = useQueryClient();
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const { data: units = [], isLoading } = useQuery<Unit[]>({
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queryKey: ['units'],
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queryFn: async () => { const { data } = await api.get('/units'); return data; },
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});
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const form = useForm({
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initialValues: {
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unit_number: '', address_line1: '', city: '', state: '', zip_code: '',
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owner_name: '', owner_email: '', owner_phone: '', monthly_assessment: 0,
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},
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validate: { unit_number: (v) => (v.length > 0 ? null : 'Required') },
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});
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const saveMutation = useMutation({
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mutationFn: (values: any) => editing ? api.put(`/units/${editing.id}`, values) : api.post('/units', values),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['units'] });
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notifications.show({ message: editing ? 'Unit updated' : 'Unit created', color: 'green' });
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close(); setEditing(null); form.reset();
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},
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onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); },
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});
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const handleEdit = (u: Unit) => {
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setEditing(u);
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form.setValues({
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unit_number: u.unit_number, address_line1: u.address_line1 || '',
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city: '', state: '', zip_code: '', owner_name: u.owner_name || '',
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owner_email: u.owner_email || '', owner_phone: '', monthly_assessment: parseFloat(u.monthly_assessment || '0'),
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});
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open();
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};
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const filtered = units.filter((u) =>
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!search || u.unit_number.toLowerCase().includes(search.toLowerCase()) ||
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(u.owner_name || '').toLowerCase().includes(search.toLowerCase())
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);
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if (isLoading) return <Center h={300}><Loader /></Center>;
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return (
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<Stack>
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<Group justify="space-between">
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<Title order={2}>Units / Homeowners</Title>
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<Button leftSection={<IconPlus size={16} />} onClick={() => { setEditing(null); form.reset(); open(); }}>Add Unit</Button>
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</Group>
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<TextInput placeholder="Search units..." leftSection={<IconSearch size={16} />} value={search} onChange={(e) => setSearch(e.currentTarget.value)} />
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<Table striped highlightOnHover>
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<Table.Thead>
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<Table.Tr>
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<Table.Th>Unit #</Table.Th><Table.Th>Address</Table.Th><Table.Th>Owner</Table.Th>
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<Table.Th>Email</Table.Th><Table.Th ta="right">Assessment</Table.Th>
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<Table.Th>Status</Table.Th><Table.Th></Table.Th>
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</Table.Tr>
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</Table.Thead>
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<Table.Tbody>
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{filtered.map((u) => (
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<Table.Tr key={u.id}>
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<Table.Td fw={500}>{u.unit_number}</Table.Td>
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<Table.Td>{u.address_line1}</Table.Td>
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<Table.Td>{u.owner_name}</Table.Td>
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<Table.Td>{u.owner_email}</Table.Td>
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<Table.Td ta="right" ff="monospace">${parseFloat(u.monthly_assessment || '0').toFixed(2)}</Table.Td>
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<Table.Td><Badge color={u.status === 'active' ? 'green' : 'gray'} size="sm">{u.status}</Badge></Table.Td>
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<Table.Td><ActionIcon variant="subtle" onClick={() => handleEdit(u)}><IconEdit size={16} /></ActionIcon></Table.Td>
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</Table.Tr>
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))}
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{filtered.length === 0 && <Table.Tr><Table.Td colSpan={7}><Text ta="center" c="dimmed" py="lg">No units yet</Text></Table.Td></Table.Tr>}
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</Table.Tbody>
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</Table>
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<Modal opened={opened} onClose={close} title={editing ? 'Edit Unit' : 'New Unit'}>
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<form onSubmit={form.onSubmit((v) => saveMutation.mutate(v))}>
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<Stack>
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<TextInput label="Unit Number" required {...form.getInputProps('unit_number')} />
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<TextInput label="Address" {...form.getInputProps('address_line1')} />
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<Group grow>
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<TextInput label="City" {...form.getInputProps('city')} />
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<TextInput label="State" {...form.getInputProps('state')} />
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<TextInput label="ZIP" {...form.getInputProps('zip_code')} />
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</Group>
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<TextInput label="Owner Name" {...form.getInputProps('owner_name')} />
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<TextInput label="Owner Email" {...form.getInputProps('owner_email')} />
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<TextInput label="Owner Phone" {...form.getInputProps('owner_phone')} />
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<NumberInput label="Monthly Assessment" prefix="$" decimalScale={2} min={0} {...form.getInputProps('monthly_assessment')} />
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<Button type="submit" loading={saveMutation.isPending}>{editing ? 'Update' : 'Create'}</Button>
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</Stack>
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</form>
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</Modal>
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</Stack>
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);
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}
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