Quality-of-life enhancements: CSV import/export, opening balances, interest rates, mobile UX

- CSV import/export for Units, Projects, and Vendors with match-on-name/number upsert
- Cash Flow report toggle for Cash Only vs Cash + Investments
- Per-account and bulk opening balance setting with as-of date
- Interest rate field on normal accounts with estimated monthly/annual interest display
- Mobile sidebar auto-close on navigation
- Shared CSV parsing/export utility extracted to frontend/src/utils/csv.ts

DB migration needed for existing tenants:
  ALTER TABLE accounts ADD COLUMN IF NOT EXISTS interest_rate DECIMAL(6,4);

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-02-25 09:13:51 -05:00
parent 32af961173
commit 45a267d787
21 changed files with 1015 additions and 128 deletions

View File

@@ -1,4 +1,4 @@
import { useState } from 'react';
import { useState, useRef } from 'react';
import {
Title, Table, Group, Button, Stack, Text, Modal, TextInput,
NumberInput, Select, Textarea, Badge, ActionIcon, Loader, Center,
@@ -8,9 +8,10 @@ import { DateInput } from '@mantine/dates';
import { useForm } from '@mantine/form';
import { useDisclosure } from '@mantine/hooks';
import { notifications } from '@mantine/notifications';
import { IconPlus, IconEdit } from '@tabler/icons-react';
import { IconPlus, IconEdit, IconUpload, IconDownload } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api';
import { parseCSV, downloadBlob } from '../../utils/csv';
// ---------------------------------------------------------------------------
// Types & constants
@@ -75,6 +76,7 @@ export function ProjectsPage() {
const [opened, { open, close }] = useDisclosure(false);
const [editing, setEditing] = useState<Project | null>(null);
const queryClient = useQueryClient();
const fileInputRef = useRef<HTMLInputElement>(null);
// ---- Data fetching ----
@@ -191,6 +193,42 @@ export function ProjectsPage() {
},
});
const importMutation = useMutation({
mutationFn: async (rows: Record<string, string>[]) => {
const { data } = await api.post('/projects/import', rows);
return data;
},
onSuccess: (data) => {
queryClient.invalidateQueries({ queryKey: ['projects'] });
let msg = `Imported: ${data.created} created, ${data.updated} updated`;
if (data.errors?.length) msg += `. ${data.errors.length} error(s): ${data.errors.slice(0, 3).join('; ')}`;
notifications.show({ message: msg, color: data.errors?.length ? 'yellow' : 'green', autoClose: 10000 });
},
onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Import failed', color: 'red' }); },
});
const handleExport = async () => {
try {
const response = await api.get('/projects/export', { responseType: 'blob' });
downloadBlob(response.data, 'projects.csv');
} catch { notifications.show({ message: 'Export failed', color: 'red' }); }
};
const handleFileChange = (event: React.ChangeEvent<HTMLInputElement>) => {
const file = event.target.files?.[0];
if (!file) return;
const reader = new FileReader();
reader.onload = (e) => {
const text = e.target?.result as string;
if (!text) { notifications.show({ message: 'Could not read file', color: 'red' }); return; }
const rows = parseCSV(text);
if (!rows.length) { notifications.show({ message: 'No data rows found', color: 'red' }); return; }
importMutation.mutate(rows);
};
reader.readAsText(file);
event.target.value = '';
};
// ---- Handlers ----
const handleEdit = (p: Project) => {
@@ -279,9 +317,19 @@ export function ProjectsPage() {
{/* Header */}
<Group justify="space-between">
<Title order={2}>Projects</Title>
<Button leftSection={<IconPlus size={16} />} onClick={handleNew}>
+ Add Project
</Button>
<Group>
<Button variant="light" leftSection={<IconDownload size={16} />} onClick={handleExport} disabled={projects.length === 0}>
Export CSV
</Button>
<Button variant="light" leftSection={<IconUpload size={16} />} onClick={() => fileInputRef.current?.click()}
loading={importMutation.isPending}>
Import CSV
</Button>
<input type="file" ref={fileInputRef} accept=".csv,.txt" style={{ display: 'none' }} onChange={handleFileChange} />
<Button leftSection={<IconPlus size={16} />} onClick={handleNew}>
+ Add Project
</Button>
</Group>
</Group>
{/* Summary Cards */}