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feat: dashboard quick stats enhancements and monthly actuals read/edit mode

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Dashboard Quick Stats:
- Create Capital Projects section with "Planned Capital Spend 2026"
- Fix Interest Earned YTD to pull from actual journal entries on
  interest income accounts instead of unrealized investment gains
- Add Interest Earned YoY showing projected current year vs last year
  actuals with percentage change badge

Monthly Actuals:
- Default to read-only view when actuals are already reconciled
- Show "Edit Actuals" button instead of "Save Actuals" for reconciled months
- Add confirmation modal warning that editing will void existing journal
  entry before allowing edits
- New months without actuals open directly in edit mode

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-03-13 14:41:14 -04:00
parent 1acd8c3bff
commit 82433955bd
3 changed files with 132 additions and 25 deletions
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27
frontend/src/pages/dashboard/DashboardPage.tsx
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@@ -306,6 +306,8 @@ interface DashboardData {
reserve_investments: string;
est_monthly_interest: string;
interest_earned_ytd: string;
interest_last_year: string;
interest_projected: string;
planned_capital_spend: string;
}
@@ -541,7 +543,30 @@ export function DashboardPage() {
<Text size="sm" fw={500} c="teal">{fmt(data?.interest_earned_ytd || '0')}</Text>
</Group>
<Group justify="space-between">
<Text size="sm" c="dimmed">Planned Capital Spend</Text>
<Text size="sm" c="dimmed">Interest Earned YoY</Text>
<Group gap={6}>
<Text size="sm" fw={500} c="teal">{fmt(data?.interest_projected || '0')}</Text>
<Text size="xs" c="dimmed">proj</Text>
<Text size="xs" c="dimmed">vs</Text>
<Text size="sm" fw={500} c="gray">{fmt(data?.interest_last_year || '0')}</Text>
<Text size="xs" c="dimmed">prev</Text>
{(() => {
const proj = parseFloat(data?.interest_projected || '0');
const prev = parseFloat(data?.interest_last_year || '0');
const diff = proj - prev;
if (prev === 0 && proj === 0) return null;
return (
<Badge size="xs" color={diff >= 0 ? 'green' : 'red'} variant="light">
{diff >= 0 ? '+' : ''}{prev > 0 ? ((diff / prev) * 100).toFixed(0) : '—'}%
</Badge>
);
})()}
</Group>
</Group>
<Divider my={4} />
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Capital Projects</Text>
<Group justify="space-between">
<Text size="sm" c="dimmed">Planned Capital Spend {new Date().getFullYear()}</Text>
<Text size="sm" fw={500} c="orange">{fmt(data?.planned_capital_spend || '0')}</Text>
</Group>
<Divider my={4} />