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base: JoeBot:fix/viewer-readonly-audit
Branches Tags
JoeBot:main JoeBot:claude/ecstatic-elgamal JoeBot:claude/practical-rhodes JoeBot:fix/viewer-readonly-audit JoeBot:fix/add-member-password-ignored JoeBot:feature/invoice-billing-frequency JoeBot:ai-improvements
..
compare: JoeBot:7d4df25d160e5e96b45925c2bf7c1386b08e1035
Branches Tags
JoeBot:main JoeBot:claude/ecstatic-elgamal JoeBot:claude/practical-rhodes JoeBot:fix/viewer-readonly-audit JoeBot:fix/add-member-password-ignored JoeBot:feature/invoice-billing-frequency JoeBot:ai-improvements

4 Commits
fix/viewer ... 7d4df25d16

Author SHA1 Message Date
JoeBot
7d4df25d16 Update frontend/index.html 2026-03-09 14:17:04 -04:00
JoeBot
538828b91a Merge pull request 'fix: dark mode styling across 5 pages' (#4) from fix/dark-mode-styling into main 2026-03-09 14:04:50 -04:00
olsch01
14160854b9 fix: resolve hardcoded light backgrounds breaking dark mode across 5 pages 
Replace hardcoded light colors (#e6f9e6, #fde8e8, white, #e9ecef) with
theme-aware alternatives using usePreferencesStore. Affected pages:
- CashFlowForecastPage: forecast row and striped row backgrounds
- MonthlyActualsPage: sticky column backgrounds, borders, section headers
- BudgetsPage: sticky column backgrounds, borders, section headers
- BudgetVsActualPage: income/expense section header backgrounds
- QuarterlyReportPage: income/expense and total row backgrounds

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-09 14:02:46 -04:00
JoeBot
36d486d78c Add Chat Widget for support 
added support chat widget to index.html
 2026-03-09 13:31:17 -04:00
12 changed files with 102 additions and 91 deletions
Expand all files Collapse all files

8
backend/src/modules/organizations/organizations.service.ts
View File

@@ -153,14 +153,6 @@ export class OrganizationsService {
existing.role = data.role; existing.role = data.role;
return this.userOrgRepository.save(existing); return this.userOrgRepository.save(existing);
} }
// Update password for existing user being added to a new org
if (data.password) {
const passwordHash = await bcrypt.hash(data.password, 12);
await dataSource.query(
`UPDATE shared.users SET password_hash = $1 WHERE id = $2`,
[passwordHash, userId],
);
}
} else { } else {
// Create new user // Create new user
const passwordHash = await bcrypt.hash(data.password, 12); const passwordHash = await bcrypt.hash(data.password, 12);

15
frontend/index.html
View File

@@ -9,5 +9,20 @@
<body> <body>
<div id="root"></div> <div id="root"></div>
<script type="module" src="/src/main.tsx"></script> <script type="module" src="/src/main.tsx"></script>
<script>
(function(d,t) {
var BASE_URL="https//chat.hoaledgeriq.com";
var g=d.createElement(t),s=d.getElementsByTagName(t)[0];
g.src=BASE_URL+"/packs/js/sdk.js";
g.async = true;
s.parentNode.insertBefore(g,s);
g.onload=function(){
window.chatwootSDK.run({
websiteToken: 'K6VXvTtKXvaCMvre4yK85SPb',
baseUrl: BASE_URL
})
}
})(document,"script");
</script>
</body> </body>
</html> </html>

26
frontend/src/pages/accounts/AccountsPage.tsx
View File

@@ -587,7 +587,7 @@ export function AccountsPage() {
{investments.filter(i => i.is_active).length > 0 && ( {investments.filter(i => i.is_active).length > 0 && (
<> <>
<Divider label="Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -605,7 +605,7 @@ export function AccountsPage() {
{operatingInvestments.length > 0 && ( {operatingInvestments.length > 0 && (
<> <>
<Divider label="Operating Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Operating Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -623,7 +623,7 @@ export function AccountsPage() {
{reserveInvestments.length > 0 && ( {reserveInvestments.length > 0 && (
<> <>
<Divider label="Reserve Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Reserve Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -1087,11 +1087,9 @@ function AccountTable({
function InvestmentMiniTable({ function InvestmentMiniTable({
investments, investments,
onEdit, onEdit,
isReadOnly = false,
}: { }: {
investments: Investment[]; investments: Investment[];
onEdit: (inv: Investment) => void; onEdit: (inv: Investment) => void;
isReadOnly?: boolean;
}) { }) {
const totalPrincipal = investments.reduce((s, i) => s + parseFloat(i.principal || '0'), 0); const totalPrincipal = investments.reduce((s, i) => s + parseFloat(i.principal || '0'), 0);
const totalValue = investments.reduce( const totalValue = investments.reduce(
@@ -1134,7 +1132,7 @@ function InvestmentMiniTable({
<Table.Th ta="right">Maturity Value</Table.Th> <Table.Th ta="right">Maturity Value</Table.Th>
<Table.Th>Maturity Date</Table.Th> <Table.Th>Maturity Date</Table.Th>
<Table.Th ta="right">Days Remaining</Table.Th> <Table.Th ta="right">Days Remaining</Table.Th>
{!isReadOnly && <Table.Th></Table.Th>} <Table.Th></Table.Th>
</Table.Tr> </Table.Tr>
</Table.Thead> </Table.Thead>
<Table.Tbody> <Table.Tbody>
@@ -1184,15 +1182,13 @@ function InvestmentMiniTable({
'-' '-'
)} )}
</Table.Td> </Table.Td>
{!isReadOnly && ( <Table.Td>
<Table.Td> <Tooltip label="Edit investment">
<Tooltip label="Edit investment"> <ActionIcon variant="subtle" onClick={() => onEdit(inv)}>
<ActionIcon variant="subtle" onClick={() => onEdit(inv)}> <IconEdit size={16} />
<IconEdit size={16} /> </ActionIcon>
</ActionIcon> </Tooltip>
</Tooltip> </Table.Td>
</Table.Td>
)}
</Table.Tr> </Table.Tr>
))} ))}
</Table.Tbody> </Table.Tbody>

20
frontend/src/pages/budgets/BudgetsPage.tsx
View File

@@ -8,6 +8,7 @@ import { IconDeviceFloppy, IconUpload, IconDownload, IconInfoCircle } from '@tab
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore'; import { useIsReadOnly } from '../../stores/authStore';
import { usePreferencesStore } from '../../stores/preferencesStore';
interface BudgetLine { interface BudgetLine {
account_id: string; account_id: string;
@@ -98,6 +99,11 @@ export function BudgetsPage() {
const queryClient = useQueryClient(); const queryClient = useQueryClient();
const fileInputRef = useRef<HTMLInputElement>(null); const fileInputRef = useRef<HTMLInputElement>(null);
const isReadOnly = useIsReadOnly(); const isReadOnly = useIsReadOnly();
const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
const stickyBg = isDark ? 'var(--mantine-color-dark-7)' : 'white';
const stickyBorder = isDark ? 'var(--mantine-color-dark-4)' : '#e9ecef';
const incomeSectionBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
const expenseSectionBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';
const { isLoading } = useQuery<BudgetLine[]>({ const { isLoading } = useQuery<BudgetLine[]>({
queryKey: ['budgets', year], queryKey: ['budgets', year],
@@ -317,8 +323,8 @@ export function BudgetsPage() {
<Table striped highlightOnHover style={{ minWidth: 1600 }}> <Table striped highlightOnHover style={{ minWidth: 1600 }}>
<Table.Thead> <Table.Thead>
<Table.Tr> <Table.Tr>
<Table.Th style={{ position: 'sticky', left: 0, background: 'white', zIndex: 2, minWidth: 120 }}>Acct #</Table.Th> <Table.Th style={{ position: 'sticky', left: 0, background: stickyBg, zIndex: 2, minWidth: 120 }}>Acct #</Table.Th>
<Table.Th style={{ position: 'sticky', left: 120, background: 'white', zIndex: 2, minWidth: 220 }}>Account Name</Table.Th> <Table.Th style={{ position: 'sticky', left: 120, background: stickyBg, zIndex: 2, minWidth: 220 }}>Account Name</Table.Th>
{monthLabels.map((m) => ( {monthLabels.map((m) => (
<Table.Th key={m} ta="right" style={{ minWidth: 90 }}>{m}</Table.Th> <Table.Th key={m} ta="right" style={{ minWidth: 90 }}>{m}</Table.Th>
))} ))}
@@ -337,7 +343,7 @@ export function BudgetsPage() {
const lines = budgetData.filter((b) => b.account_type === type); const lines = budgetData.filter((b) => b.account_type === type);
if (lines.length === 0) return null; if (lines.length === 0) return null;
const sectionBg = type === 'income' ? '#e6f9e6' : '#fde8e8'; const sectionBg = type === 'income' ? incomeSectionBg : expenseSectionBg;
const sectionTotal = lines.reduce((sum, line) => sum + (line.annual_total || 0), 0); const sectionTotal = lines.reduce((sum, line) => sum + (line.annual_total || 0), 0);
return [ return [
@@ -368,9 +374,9 @@ export function BudgetsPage() {
style={{ style={{
position: 'sticky', position: 'sticky',
left: 0, left: 0,
background: 'white', background: stickyBg,
zIndex: 1, zIndex: 1,
borderRight: '1px solid #e9ecef', borderRight: `1px solid ${stickyBorder}`,
}} }}
> >
<Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text> <Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text>
@@ -379,9 +385,9 @@ export function BudgetsPage() {
style={{ style={{
position: 'sticky', position: 'sticky',
left: 120, left: 120,
background: 'white', background: stickyBg,
zIndex: 1, zIndex: 1,
borderRight: '1px solid #e9ecef', borderRight: `1px solid ${stickyBorder}`,
}} }}
> >
<Group gap={6} wrap="nowrap"> <Group gap={6} wrap="nowrap">

35
frontend/src/pages/capital-projects/CapitalProjectsPage.tsx
View File

@@ -72,10 +72,9 @@ interface KanbanCardProps {
project: Project; project: Project;
onEdit: (p: Project) => void; onEdit: (p: Project) => void;
onDragStart: (e: DragEvent<HTMLDivElement>, project: Project) => void; onDragStart: (e: DragEvent<HTMLDivElement>, project: Project) => void;
isReadOnly?: boolean;
} }
function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProps) { function KanbanCard({ project, onEdit, onDragStart }: KanbanCardProps) {
const plannedLabel = formatPlannedDate(project.planned_date); const plannedLabel = formatPlannedDate(project.planned_date);
// For projects in the Future bucket with a specific year, show the year // For projects in the Future bucket with a specific year, show the year
const currentYear = new Date().getFullYear(); const currentYear = new Date().getFullYear();
@@ -87,23 +86,21 @@ function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProp
padding="sm" padding="sm"
radius="md" radius="md"
withBorder withBorder
draggable={!isReadOnly} draggable
onDragStart={!isReadOnly ? (e) => onDragStart(e, project) : undefined} onDragStart={(e) => onDragStart(e, project)}
style={{ cursor: isReadOnly ? 'default' : 'grab', userSelect: 'none' }} style={{ cursor: 'grab', userSelect: 'none' }}
mb="xs" mb="xs"
> >
<Group justify="space-between" wrap="nowrap" mb={4}> <Group justify="space-between" wrap="nowrap" mb={4}>
<Group gap={6} wrap="nowrap" style={{ overflow: 'hidden' }}> <Group gap={6} wrap="nowrap" style={{ overflow: 'hidden' }}>
{!isReadOnly && <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />} <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />
<Text fw={600} size="sm" truncate> <Text fw={600} size="sm" truncate>
{project.name} {project.name}
</Text> </Text>
</Group> </Group>
{!isReadOnly && ( <ActionIcon variant="subtle" size="sm" onClick={() => onEdit(project)}>
<ActionIcon variant="subtle" size="sm" onClick={() => onEdit(project)}> <IconEdit size={14} />
<IconEdit size={14} /> </ActionIcon>
</ActionIcon>
)}
</Group> </Group>
<Group gap={6} mb={6}> <Group gap={6} mb={6}>
@@ -151,12 +148,11 @@ interface KanbanColumnProps {
isDragOver: boolean; isDragOver: boolean;
onDragOverHandler: (e: DragEvent<HTMLDivElement>, year: number) => void; onDragOverHandler: (e: DragEvent<HTMLDivElement>, year: number) => void;
onDragLeave: () => void; onDragLeave: () => void;
isReadOnly?: boolean;
} }
function KanbanColumn({ function KanbanColumn({
year, projects, onEdit, onDragStart, onDrop, year, projects, onEdit, onDragStart, onDrop,
isDragOver, onDragOverHandler, onDragLeave, isReadOnly, isDragOver, onDragOverHandler, onDragLeave,
}: KanbanColumnProps) { }: KanbanColumnProps) {
const totalEst = projects.reduce((s, p) => s + parseFloat(p.estimated_cost || '0'), 0); const totalEst = projects.reduce((s, p) => s + parseFloat(p.estimated_cost || '0'), 0);
const isFuture = year === FUTURE_YEAR; const isFuture = year === FUTURE_YEAR;
@@ -182,9 +178,9 @@ function KanbanColumn({
border: isDragOver ? '2px dashed var(--mantine-color-blue-4)' : undefined, border: isDragOver ? '2px dashed var(--mantine-color-blue-4)' : undefined,
transition: 'background-color 150ms ease, border 150ms ease', transition: 'background-color 150ms ease, border 150ms ease',
}} }}
onDragOver={!isReadOnly ? (e) => onDragOverHandler(e, year) : undefined} onDragOver={(e) => onDragOverHandler(e, year)}
onDragLeave={!isReadOnly ? onDragLeave : undefined} onDragLeave={onDragLeave}
onDrop={!isReadOnly ? (e) => onDrop(e, year) : undefined} onDrop={(e) => onDrop(e, year)}
> >
<Group justify="space-between" mb="sm"> <Group justify="space-between" mb="sm">
<Title order={5}>{yearLabel(year)}</Title> <Title order={5}>{yearLabel(year)}</Title>
@@ -203,7 +199,7 @@ function KanbanColumn({
<Box style={{ flex: 1, minHeight: 60 }}> <Box style={{ flex: 1, minHeight: 60 }}>
{projects.length === 0 ? ( {projects.length === 0 ? (
<Text size="xs" c="dimmed" ta="center" py="lg"> <Text size="xs" c="dimmed" ta="center" py="lg">
{isReadOnly ? 'No projects' : 'Drop projects here'} Drop projects here
</Text> </Text>
) : useWideLayout ? ( ) : useWideLayout ? (
<div style={{ <div style={{
@@ -212,12 +208,12 @@ function KanbanColumn({
gap: 'var(--mantine-spacing-xs)', gap: 'var(--mantine-spacing-xs)',
}}> }}>
{projects.map((p) => ( {projects.map((p) => (
<KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} /> <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
))} ))}
</div> </div>
) : ( ) : (
projects.map((p) => ( projects.map((p) => (
<KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} /> <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
)) ))
)} )}
</Box> </Box>
@@ -599,7 +595,6 @@ export function CapitalProjectsPage() {
isDragOver={dragOverYear === year} isDragOver={dragOverYear === year}
onDragOverHandler={handleDragOver} onDragOverHandler={handleDragOver}
onDragLeave={handleDragLeave} onDragLeave={handleDragLeave}
isReadOnly={isReadOnly}
/> />
); );
})} })}

8
frontend/src/pages/cash-flow/CashFlowForecastPage.tsx
View File

@@ -8,6 +8,7 @@ import {
IconArrowLeft, IconArrowRight, IconCalendar, IconArrowLeft, IconArrowRight, IconCalendar,
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import { useQuery } from '@tanstack/react-query'; import { useQuery } from '@tanstack/react-query';
import { usePreferencesStore } from '../../stores/preferencesStore';
import { import {
AreaChart, Area, XAxis, YAxis, CartesianGrid, AreaChart, Area, XAxis, YAxis, CartesianGrid,
Tooltip as RechartsTooltip, ResponsiveContainer, Legend, Tooltip as RechartsTooltip, ResponsiveContainer, Legend,
@@ -79,6 +80,7 @@ export function CashFlowForecastPage() {
const now = new Date(); const now = new Date();
const currentYear = now.getFullYear(); const currentYear = now.getFullYear();
const currentMonth = now.getMonth() + 1; const currentMonth = now.getMonth() + 1;
const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
// Filter: All, Operating, Reserve // Filter: All, Operating, Reserve
const [fundFilter, setFundFilter] = useState<string>('all'); const [fundFilter, setFundFilter] = useState<string>('all');
@@ -418,10 +420,10 @@ export function CashFlowForecastPage() {
<tr <tr
key={d.month} key={d.month}
style={{ style={{
borderBottom: '1px solid var(--mantine-color-gray-2)', borderBottom: `1px solid ${isDark ? 'var(--mantine-color-dark-4)' : 'var(--mantine-color-gray-2)'}`,
backgroundColor: d.is_forecast backgroundColor: d.is_forecast
? 'var(--mantine-color-orange-0)' ? (isDark ? 'var(--mantine-color-orange-9)' : 'var(--mantine-color-orange-0)')
: i % 2 === 0 ? 'transparent' : 'var(--mantine-color-gray-0)', : i % 2 === 0 ? 'transparent' : (isDark ? 'var(--mantine-color-dark-5)' : 'var(--mantine-color-gray-0)'),
}} }}
> >
<td style={{ padding: '6px 12px', fontWeight: 500 }}>{d.month}</td> <td style={{ padding: '6px 12px', fontWeight: 500 }}>{d.month}</td>

7
frontend/src/pages/dashboard/DashboardPage.tsx
View File

@@ -18,7 +18,7 @@ import {
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import { useState, useCallback } from 'react'; import { useState, useCallback } from 'react';
import { useQuery, useQueryClient } from '@tanstack/react-query'; import { useQuery, useQueryClient } from '@tanstack/react-query';
import { useAuthStore, useIsReadOnly } from '../../stores/authStore'; import { useAuthStore } from '../../stores/authStore';
import api from '../../services/api'; import api from '../../services/api';
interface HealthScore { interface HealthScore {
@@ -311,7 +311,6 @@ interface DashboardData {
export function DashboardPage() { export function DashboardPage() {
const currentOrg = useAuthStore((s) => s.currentOrg); const currentOrg = useAuthStore((s) => s.currentOrg);
const isReadOnly = useIsReadOnly();
const queryClient = useQueryClient(); const queryClient = useQueryClient();
// Track whether a refresh is in progress (per score type) for async polling // Track whether a refresh is in progress (per score type) for async polling
@@ -425,7 +424,7 @@ export function DashboardPage() {
</ThemeIcon> </ThemeIcon>
} }
isRefreshing={operatingRefreshing} isRefreshing={operatingRefreshing}
onRefresh={!isReadOnly ? handleRefreshOperating : undefined} onRefresh={handleRefreshOperating}
lastFailed={!!healthScores?.operating_last_failed} lastFailed={!!healthScores?.operating_last_failed}
/> />
<HealthScoreCard <HealthScoreCard
@@ -437,7 +436,7 @@ export function DashboardPage() {
</ThemeIcon> </ThemeIcon>
} }
isRefreshing={reserveRefreshing} isRefreshing={reserveRefreshing}
onRefresh={!isReadOnly ? handleRefreshReserve : undefined} onRefresh={handleRefreshReserve}
lastFailed={!!healthScores?.reserve_last_failed} lastFailed={!!healthScores?.reserve_last_failed}
/> />
</SimpleGrid> </SimpleGrid>

22
frontend/src/pages/investment-planning/InvestmentPlanningPage.tsx
View File

@@ -36,7 +36,6 @@ import {
import { useQuery } from '@tanstack/react-query'; import { useQuery } from '@tanstack/react-query';
import { notifications } from '@mantine/notifications'; import { notifications } from '@mantine/notifications';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore';
// ── Types ── // ── Types ──
@@ -348,7 +347,6 @@ function RecommendationsDisplay({
export function InvestmentPlanningPage() { export function InvestmentPlanningPage() {
const [ratesExpanded, setRatesExpanded] = useState(true); const [ratesExpanded, setRatesExpanded] = useState(true);
const [isTriggering, setIsTriggering] = useState(false); const [isTriggering, setIsTriggering] = useState(false);
const isReadOnly = useIsReadOnly();
// Load financial snapshot on mount // Load financial snapshot on mount
const { data: snapshot, isLoading: snapshotLoading } = useQuery<FinancialSnapshot>({ const { data: snapshot, isLoading: snapshotLoading } = useQuery<FinancialSnapshot>({
@@ -698,17 +696,15 @@ export function InvestmentPlanningPage() {
</Text> </Text>
</div> </div>
</Group> </Group>
{!isReadOnly && ( <Button
<Button leftSection={<IconSparkles size={16} />}
leftSection={<IconSparkles size={16} />} onClick={handleTriggerAI}
onClick={handleTriggerAI} loading={isProcessing}
loading={isProcessing} variant="gradient"
variant="gradient" gradient={{ from: 'grape', to: 'violet' }}
gradient={{ from: 'grape', to: 'violet' }} >
> {aiResult ? 'Refresh Recommendations' : 'Get AI Recommendations'}
{aiResult ? 'Refresh Recommendations' : 'Get AI Recommendations'} </Button>
</Button>
)}
</Group> </Group>
{/* Processing State */} {/* Processing State */}

12
frontend/src/pages/invoices/InvoicesPage.tsx
View File

@@ -9,7 +9,6 @@ import { notifications } from '@mantine/notifications';
import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react'; import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore';
interface Invoice { interface Invoice {
id: string; invoice_number: string; unit_number: string; unit_id: string; id: string; invoice_number: string; unit_number: string; unit_id: string;
@@ -65,7 +64,6 @@ export function InvoicesPage() {
const [preview, setPreview] = useState<Preview | null>(null); const [preview, setPreview] = useState<Preview | null>(null);
const [previewLoading, setPreviewLoading] = useState(false); const [previewLoading, setPreviewLoading] = useState(false);
const queryClient = useQueryClient(); const queryClient = useQueryClient();
const isReadOnly = useIsReadOnly();
const { data: invoices = [], isLoading } = useQuery<Invoice[]>({ const { data: invoices = [], isLoading } = useQuery<Invoice[]>({
queryKey: ['invoices'], queryKey: ['invoices'],
@@ -126,12 +124,10 @@ export function InvoicesPage() {
<Stack> <Stack>
<Group justify="space-between"> <Group justify="space-between">
<Title order={2}>Invoices</Title> <Title order={2}>Invoices</Title>
{!isReadOnly && ( <Group>
<Group> <Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button>
<Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button> <Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button>
<Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button> </Group>
</Group>
)}
</Group> </Group>
<Group> <Group>
<Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card> <Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card>

22
frontend/src/pages/monthly-actuals/MonthlyActualsPage.tsx
View File

@@ -10,6 +10,7 @@ import {
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore'; import { useIsReadOnly } from '../../stores/authStore';
import { usePreferencesStore } from '../../stores/preferencesStore';
import { AttachmentPanel } from '../../components/attachments/AttachmentPanel'; import { AttachmentPanel } from '../../components/attachments/AttachmentPanel';
interface ActualLine { interface ActualLine {
@@ -66,6 +67,11 @@ export function MonthlyActualsPage() {
const [savedJEId, setSavedJEId] = useState<string | null>(null); const [savedJEId, setSavedJEId] = useState<string | null>(null);
const queryClient = useQueryClient(); const queryClient = useQueryClient();
const isReadOnly = useIsReadOnly(); const isReadOnly = useIsReadOnly();
const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
const stickyBg = isDark ? 'var(--mantine-color-dark-7)' : 'white';
const stickyBorder = isDark ? 'var(--mantine-color-dark-4)' : '#e9ecef';
const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';
const yearOptions = Array.from({ length: 5 }, (_, i) => { const yearOptions = Array.from({ length: 5 }, (_, i) => {
const y = new Date().getFullYear() - 2 + i; const y = new Date().getFullYear() - 2 + i;
@@ -178,16 +184,16 @@ export function MonthlyActualsPage() {
<Table.Tr key={line.account_id}> <Table.Tr key={line.account_id}>
<Table.Td <Table.Td
style={{ style={{
position: 'sticky', left: 0, background: 'white', zIndex: 1, position: 'sticky', left: 0, background: stickyBg, zIndex: 1,
borderRight: '1px solid #e9ecef', borderRight: `1px solid ${stickyBorder}`,
}} }}
> >
<Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text> <Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text>
</Table.Td> </Table.Td>
<Table.Td <Table.Td
style={{ style={{
position: 'sticky', left: 120, background: 'white', zIndex: 1, position: 'sticky', left: 120, background: stickyBg, zIndex: 1,
borderRight: '1px solid #e9ecef', borderRight: `1px solid ${stickyBorder}`,
}} }}
> >
<Group gap={6} wrap="nowrap"> <Group gap={6} wrap="nowrap">
@@ -292,10 +298,10 @@ export function MonthlyActualsPage() {
<Table striped highlightOnHover style={{ minWidth: 700 }}> <Table striped highlightOnHover style={{ minWidth: 700 }}>
<Table.Thead> <Table.Thead>
<Table.Tr> <Table.Tr>
<Table.Th style={{ position: 'sticky', left: 0, background: 'white', zIndex: 2, minWidth: 120 }}> <Table.Th style={{ position: 'sticky', left: 0, background: stickyBg, zIndex: 2, minWidth: 120 }}>
Acct # Acct #
</Table.Th> </Table.Th>
<Table.Th style={{ position: 'sticky', left: 120, background: 'white', zIndex: 2, minWidth: 220 }}> <Table.Th style={{ position: 'sticky', left: 120, background: stickyBg, zIndex: 2, minWidth: 220 }}>
Account Name Account Name
</Table.Th> </Table.Th>
<Table.Th ta="right" style={{ minWidth: 110 }}>Budget</Table.Th> <Table.Th ta="right" style={{ minWidth: 110 }}>Budget</Table.Th>
@@ -304,8 +310,8 @@ export function MonthlyActualsPage() {
</Table.Tr> </Table.Tr>
</Table.Thead> </Table.Thead>
<Table.Tbody> <Table.Tbody>
{renderSection('Income', incomeLines, '#e6f9e6', totals.incomeBudget, totals.incomeActual)} {renderSection('Income', incomeLines, incomeBg, totals.incomeBudget, totals.incomeActual)}
{renderSection('Expenses', expenseLines, '#fde8e8', totals.expenseBudget, totals.expenseActual)} {renderSection('Expenses', expenseLines, expenseBg, totals.expenseBudget, totals.expenseActual)}
</Table.Tbody> </Table.Tbody>
</Table> </Table>
</div> </div>

6
frontend/src/pages/reports/BudgetVsActualPage.tsx
View File

@@ -5,6 +5,7 @@ import {
} from '@mantine/core'; } from '@mantine/core';
import { useQuery } from '@tanstack/react-query'; import { useQuery } from '@tanstack/react-query';
import api from '../../services/api'; import api from '../../services/api';
import { usePreferencesStore } from '../../stores/preferencesStore';
interface BudgetVsActualLine { interface BudgetVsActualLine {
account_id: string; account_id: string;
@@ -46,6 +47,9 @@ const monthFilterOptions = [
export function BudgetVsActualPage() { export function BudgetVsActualPage() {
const [year, setYear] = useState(new Date().getFullYear().toString()); const [year, setYear] = useState(new Date().getFullYear().toString());
const [month, setMonth] = useState(''); const [month, setMonth] = useState('');
const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';
const yearOptions = Array.from({ length: 5 }, (_, i) => { const yearOptions = Array.from({ length: 5 }, (_, i) => {
const y = new Date().getFullYear() - 2 + i; const y = new Date().getFullYear() - 2 + i;
@@ -92,7 +96,7 @@ export function BudgetVsActualPage() {
const renderSection = (title: string, sectionLines: BudgetVsActualLine[], isExpense: boolean, totalBudget: number, totalActual: number) => ( const renderSection = (title: string, sectionLines: BudgetVsActualLine[], isExpense: boolean, totalBudget: number, totalActual: number) => (
<> <>
<Table.Tr style={{ background: isExpense ? '#fde8e8' : '#e6f9e6' }}> <Table.Tr style={{ background: isExpense ? expenseBg : incomeBg }}>
<Table.Td colSpan={6} fw={700}>{title}</Table.Td> <Table.Td colSpan={6} fw={700}>{title}</Table.Td>
</Table.Tr> </Table.Tr>
{sectionLines.map((line) => { {sectionLines.map((line) => {

12
frontend/src/pages/reports/QuarterlyReportPage.tsx
View File

@@ -8,6 +8,7 @@ import {
IconTrendingUp, IconTrendingDown, IconAlertTriangle, IconChartBar, IconTrendingUp, IconTrendingDown, IconAlertTriangle, IconChartBar,
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import api from '../../services/api'; import api from '../../services/api';
import { usePreferencesStore } from '../../stores/preferencesStore';
interface BudgetVsActualItem { interface BudgetVsActualItem {
account_id: string; account_id: string;
@@ -48,6 +49,9 @@ export function QuarterlyReportPage() {
const currentQuarter = Math.ceil((now.getMonth() + 1) / 3); const currentQuarter = Math.ceil((now.getMonth() + 1) / 3);
const defaultQuarter = currentQuarter; const defaultQuarter = currentQuarter;
const defaultYear = now.getFullYear(); const defaultYear = now.getFullYear();
const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';
const [year, setYear] = useState(String(defaultYear)); const [year, setYear] = useState(String(defaultYear));
const [quarter, setQuarter] = useState(String(defaultQuarter)); const [quarter, setQuarter] = useState(String(defaultQuarter));
@@ -207,7 +211,7 @@ export function QuarterlyReportPage() {
</Table.Thead> </Table.Thead>
<Table.Tbody> <Table.Tbody>
{incomeItems.length > 0 && ( {incomeItems.length > 0 && (
<Table.Tr style={{ background: '#e6f9e6' }}> <Table.Tr style={{ background: incomeBg }}>
<Table.Td colSpan={8} fw={700}>Income</Table.Td> <Table.Td colSpan={8} fw={700}>Income</Table.Td>
</Table.Tr> </Table.Tr>
)} )}
@@ -215,7 +219,7 @@ export function QuarterlyReportPage() {
<BVARow key={item.account_id} item={item} isExpense={false} /> <BVARow key={item.account_id} item={item} isExpense={false} />
))} ))}
{incomeItems.length > 0 && ( {incomeItems.length > 0 && (
<Table.Tr style={{ background: '#e6f9e6' }}> <Table.Tr style={{ background: incomeBg }}>
<Table.Td colSpan={2} fw={700}>Total Income</Table.Td> <Table.Td colSpan={2} fw={700}>Total Income</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td> <Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td> <Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td>
@@ -226,7 +230,7 @@ export function QuarterlyReportPage() {
</Table.Tr> </Table.Tr>
)} )}
{expenseItems.length > 0 && ( {expenseItems.length > 0 && (
<Table.Tr style={{ background: '#fde8e8' }}> <Table.Tr style={{ background: expenseBg }}>
<Table.Td colSpan={8} fw={700}>Expenses</Table.Td> <Table.Td colSpan={8} fw={700}>Expenses</Table.Td>
</Table.Tr> </Table.Tr>
)} )}
@@ -234,7 +238,7 @@ export function QuarterlyReportPage() {
<BVARow key={item.account_id} item={item} isExpense={true} /> <BVARow key={item.account_id} item={item} isExpense={true} />
))} ))}
{expenseItems.length > 0 && ( {expenseItems.length > 0 && (
<Table.Tr style={{ background: '#fde8e8' }}> <Table.Tr style={{ background: expenseBg }}>
<Table.Td colSpan={2} fw={700}>Total Expenses</Table.Td> <Table.Td colSpan={2} fw={700}>Total Expenses</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td> <Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td> <Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td>