import { useState } from 'react'; import { Title, Text, Card, Table, SimpleGrid, Group, Stack, Badge, Loader, Center, ThemeIcon, Button, Modal, TextInput, NumberInput, Textarea, Select, ActionIcon, Tooltip, MultiSelect, } from '@mantine/core'; import { useForm } from '@mantine/form'; import { useDisclosure } from '@mantine/hooks'; import { notifications } from '@mantine/notifications'; import { IconPlus, IconEdit, IconCategory, IconCash, IconHome, IconArchive, IconStarFilled, IconStar, } from '@tabler/icons-react'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import api from '../../services/api'; import { useIsReadOnly } from '../../stores/authStore'; interface AssessmentGroup { id: string; name: string; description: string; regular_assessment: string; special_assessment: string; unit_count: number; frequency: string; due_months: number[]; due_day: number; actual_unit_count: string; monthly_operating_income: string; monthly_reserve_income: string; total_monthly_income: string; is_default: boolean; is_active: boolean; } interface Summary { group_count: string; total_monthly_operating: string; total_monthly_reserve: string; total_monthly_income: string; total_units: string; } const frequencyLabels: Record = { monthly: 'Monthly', quarterly: 'Quarterly', annual: 'Annual', }; const frequencyColors: Record = { monthly: 'blue', quarterly: 'teal', annual: 'violet', }; const MONTH_OPTIONS = [ { value: '1', label: 'January' }, { value: '2', label: 'February' }, { value: '3', label: 'March' }, { value: '4', label: 'April' }, { value: '5', label: 'May' }, { value: '6', label: 'June' }, { value: '7', label: 'July' }, { value: '8', label: 'August' }, { value: '9', label: 'September' }, { value: '10', label: 'October' }, { value: '11', label: 'November' }, { value: '12', label: 'December' }, ]; const MONTH_ABBREV = ['', 'Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']; const DEFAULT_DUE_MONTHS: Record = { monthly: ['1','2','3','4','5','6','7','8','9','10','11','12'], quarterly: ['1','4','7','10'], annual: ['1'], }; export function AssessmentGroupsPage() { const [opened, { open, close }] = useDisclosure(false); const [editing, setEditing] = useState(null); const queryClient = useQueryClient(); const isReadOnly = useIsReadOnly(); const { data: groups = [], isLoading } = useQuery({ queryKey: ['assessment-groups'], queryFn: async () => { const { data } = await api.get('/assessment-groups'); return data; }, }); const { data: summary } = useQuery({ queryKey: ['assessment-groups-summary'], queryFn: async () => { const { data } = await api.get('/assessment-groups/summary'); return data; }, }); const form = useForm({ initialValues: { name: '', description: '', regularAssessment: 0, specialAssessment: 0, unitCount: 0, frequency: 'monthly', dueMonths: DEFAULT_DUE_MONTHS.monthly, dueDay: 1, }, validate: { name: (v) => (v.length > 0 ? null : 'Required'), regularAssessment: (v) => (v >= 0 ? null : 'Must be >= 0'), dueMonths: (v, values) => { if (values.frequency === 'quarterly' && v.length !== 4) return 'Quarterly requires exactly 4 months'; if (values.frequency === 'annual' && v.length !== 1) return 'Annual requires exactly 1 month'; return null; }, dueDay: (v) => (v >= 1 && v <= 28 ? null : 'Must be 1-28'), }, }); const saveMutation = useMutation({ mutationFn: (values: any) => { const payload = { ...values, dueMonths: values.dueMonths.map(Number), }; return editing ? api.put(`/assessment-groups/${editing.id}`, payload) : api.post('/assessment-groups', payload); }, onSuccess: () => { queryClient.invalidateQueries({ queryKey: ['assessment-groups'] }); queryClient.invalidateQueries({ queryKey: ['assessment-groups-summary'] }); notifications.show({ message: editing ? 'Group updated' : 'Group created', color: 'green' }); close(); setEditing(null); form.reset(); }, onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); }, }); const archiveMutation = useMutation({ mutationFn: (group: AssessmentGroup) => api.put(`/assessment-groups/${group.id}`, { isActive: !group.is_active }), onSuccess: () => { queryClient.invalidateQueries({ queryKey: ['assessment-groups'] }); queryClient.invalidateQueries({ queryKey: ['assessment-groups-summary'] }); notifications.show({ message: 'Group status updated', color: 'green' }); }, }); const setDefaultMutation = useMutation({ mutationFn: (id: string) => api.put(`/assessment-groups/${id}/set-default`), onSuccess: () => { queryClient.invalidateQueries({ queryKey: ['assessment-groups'] }); notifications.show({ message: 'Default group updated', color: 'green' }); }, onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); }, }); const handleEdit = (group: AssessmentGroup) => { setEditing(group); const dueMonths = group.due_months ? group.due_months.map(String) : DEFAULT_DUE_MONTHS[group.frequency] || DEFAULT_DUE_MONTHS.monthly; form.setValues({ name: group.name, description: group.description || '', regularAssessment: parseFloat(group.regular_assessment || '0'), specialAssessment: parseFloat(group.special_assessment || '0'), unitCount: group.unit_count || 0, frequency: group.frequency || 'monthly', dueMonths, dueDay: group.due_day || 1, }); open(); }; const handleNew = () => { setEditing(null); form.reset(); open(); }; const handleFrequencyChange = (value: string | null) => { if (!value) return; form.setFieldValue('frequency', value); form.setFieldValue('dueMonths', DEFAULT_DUE_MONTHS[value] || DEFAULT_DUE_MONTHS.monthly); }; const fmt = (v: string | number) => parseFloat(String(v || '0')).toLocaleString('en-US', { style: 'currency', currency: 'USD' }); const freqSuffix = (freq: string) => { switch (freq) { case 'quarterly': return '/qtr'; case 'annual': return '/yr'; default: return '/mo'; } }; const formatDueMonths = (months: number[], frequency: string) => { if (!months || frequency === 'monthly') return 'Every month'; return months.map((m) => MONTH_ABBREV[m]).join(', '); }; if (isLoading) return
; return (
Assessment Groups Manage property types with different assessment rates and frequencies
{!isReadOnly && ( )}
Groups {summary?.group_count || 0}
Total Units {summary?.total_units || 0}
Monthly Equiv. Operating {fmt(summary?.total_monthly_operating || '0')}
Monthly Equiv. Reserve {fmt(summary?.total_monthly_reserve || '0')}
Group Name Units Frequency Due Months Regular Assessment Special Assessment Monthly Equiv. Status {groups.length === 0 && ( No assessment groups yet. Create groups like "Single Family Homes", "Condos", etc. )} {groups.map((g) => (
{g.name} {g.is_default && ( Default )} {g.description && {g.description}}
{g.actual_unit_count || g.unit_count} {frequencyLabels[g.frequency] || 'Monthly'} {formatDueMonths(g.due_months, g.frequency)} {fmt(g.regular_assessment)}{freqSuffix(g.frequency)} {parseFloat(g.special_assessment || '0') > 0 ? ( {fmt(g.special_assessment)}{freqSuffix(g.frequency)} ) : '-'} {fmt(g.total_monthly_income)} {g.is_active ? 'Active' : 'Archived'} {!isReadOnly && ( !g.is_default && setDefaultMutation.mutate(g.id)} disabled={g.is_default} > {g.is_default ? : } handleEdit(g)}> archiveMutation.mutate(g)} > )}
))}
saveMutation.mutate(values))}>