import { useState, useRef } from 'react'; import { Title, Table, Group, Button, Stack, Text, NumberInput, Select, Loader, Center, Badge, Card, Alert, } from '@mantine/core'; import { notifications } from '@mantine/notifications'; import { IconDeviceFloppy, IconUpload, IconDownload, IconInfoCircle, IconPencil, IconX } from '@tabler/icons-react'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import api from '../../services/api'; import { useIsReadOnly } from '../../stores/authStore'; import { usePreferencesStore } from '../../stores/preferencesStore'; interface BudgetLine { account_id: string; account_number: string; account_name: string; account_type: string; fund_type: string; jan: number; feb: number; mar: number; apr: number; may: number; jun: number; jul: number; aug: number; sep: number; oct: number; nov: number; dec_amt: number; annual_total: number; } const months = ['jan', 'feb', 'mar', 'apr', 'may', 'jun', 'jul', 'aug', 'sep', 'oct', 'nov', 'dec_amt']; const monthLabels = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']; /** * Parse a currency-formatted value: "$48,065.21", "$(13,000.00)", " $- " */ function parseCurrencyValue(val: string): number { if (!val) return 0; let s = val.trim(); if (!s || s === '-' || s === '$-' || s === '$ -') return 0; const isNegative = s.includes('(') && s.includes(')'); s = s.replace(/[$,\s()]/g, ''); if (!s || s === '-') return 0; const num = parseFloat(s); if (isNaN(num)) return 0; return isNegative ? -num : num; } /** * Ensure all monthly values are numbers (PostgreSQL can return strings for NUMERIC columns) * and compute annual_total as the sum of all monthly values. */ function hydrateBudgetLine(row: any): BudgetLine { const line: any = { ...row }; for (const m of months) { line[m] = Number(line[m]) || 0; } line.annual_total = months.reduce((sum, m) => sum + (line[m] || 0), 0); return line as BudgetLine; } function parseCSV(text: string): Record[] { const lines = text.trim().split('\n'); if (lines.length < 2) return []; const headers = lines[0].split(',').map((h) => h.trim().toLowerCase()); const rows: Record[] = []; for (let i = 1; i < lines.length; i++) { const line = lines[i].trim(); if (!line) continue; // Handle quoted fields containing commas const values: string[] = []; let current = ''; let inQuotes = false; for (let j = 0; j < line.length; j++) { const ch = line[j]; if (ch === '"') { inQuotes = !inQuotes; } else if (ch === ',' && !inQuotes) { values.push(current.trim()); current = ''; } else { current += ch; } } values.push(current.trim()); const row: Record = {}; headers.forEach((h, idx) => { row[h] = values[idx] || ''; }); rows.push(row); } return rows; } export function BudgetsPage() { const [year, setYear] = useState(new Date().getFullYear().toString()); const [budgetData, setBudgetData] = useState([]); const [isEditing, setIsEditing] = useState(false); const queryClient = useQueryClient(); const fileInputRef = useRef(null); 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'; // Budget exists when there is data loaded for the selected year const hasBudget = budgetData.length > 0; // Cells are editable only when editing an existing budget or creating a new one (no data yet) const cellsEditable = !isReadOnly && (isEditing || !hasBudget); const { isLoading } = useQuery({ queryKey: ['budgets', year], queryFn: async () => { const { data } = await api.get(`/budgets/${year}`); // Hydrate each line: ensure numbers and compute annual_total const hydrated = (data as any[]).map(hydrateBudgetLine); setBudgetData(hydrated); setIsEditing(false); // Reset to view mode when year changes or data reloads return hydrated; }, }); const saveMutation = useMutation({ mutationFn: async () => { const payload = budgetData .filter((b) => months.some((m) => (b as any)[m] > 0)) .map((b) => ({ accountId: b.account_id, fundType: b.fund_type, jan: b.jan, feb: b.feb, mar: b.mar, apr: b.apr, may: b.may, jun: b.jun, jul: b.jul, aug: b.aug, sep: b.sep, oct: b.oct, nov: b.nov, dec: b.dec_amt, })); return api.put(`/budgets/${year}`, payload); }, onSuccess: () => { queryClient.invalidateQueries({ queryKey: ['budgets', year] }); setIsEditing(false); notifications.show({ message: 'Budget saved', color: 'green' }); }, onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Save failed', color: 'red' }); }, }); const importMutation = useMutation({ mutationFn: async (lines: Record[]) => { const parsed = lines.map((row) => ({ account_number: row.account_number || row.accountnumber || '', account_name: row.account_name || row.accountname || '', jan: parseCurrencyValue(row.jan), feb: parseCurrencyValue(row.feb), mar: parseCurrencyValue(row.mar), apr: parseCurrencyValue(row.apr), may: parseCurrencyValue(row.may), jun: parseCurrencyValue(row.jun), jul: parseCurrencyValue(row.jul), aug: parseCurrencyValue(row.aug), sep: parseCurrencyValue(row.sep), oct: parseCurrencyValue(row.oct), nov: parseCurrencyValue(row.nov), dec_amt: parseCurrencyValue(row.dec_amt || row.dec || ''), })); const { data } = await api.post(`/budgets/${year}/import`, parsed); return data; }, onSuccess: (data) => { queryClient.invalidateQueries({ queryKey: ['budgets', year] }); queryClient.invalidateQueries({ queryKey: ['accounts'] }); let msg = `Imported ${data.imported} budget line(s)`; if (data.created?.length) { msg += `. Created ${data.created.length} new account(s)`; } if (data.errors?.length) { msg += `. ${data.errors.length} error(s): ${data.errors.join('; ')}`; } notifications.show({ message: msg, color: data.errors?.length ? 'yellow' : 'green', autoClose: 10000, }); }, onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Import failed', color: 'red' }); }, }); const handleDownloadTemplate = async () => { try { const response = await api.get(`/budgets/${year}/template`, { responseType: 'blob', }); const blob = new Blob([response.data], { type: 'text/csv' }); const url = window.URL.createObjectURL(blob); const a = document.createElement('a'); a.href = url; a.download = `budget_template_${year}.csv`; document.body.appendChild(a); a.click(); document.body.removeChild(a); window.URL.revokeObjectURL(url); } catch (err: any) { notifications.show({ message: 'Failed to download template', color: 'red' }); } }; const handleImportCSV = () => { fileInputRef.current?.click(); }; const handleFileChange = (event: React.ChangeEvent) => { 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 === 0) { notifications.show({ message: 'No data rows found in CSV', color: 'red' }); return; } importMutation.mutate(rows); }; reader.readAsText(file); // Reset input so the same file can be re-selected event.target.value = ''; }; const handleCancelEdit = () => { setIsEditing(false); // Re-fetch to discard unsaved changes queryClient.invalidateQueries({ queryKey: ['budgets', year] }); }; const updateCell = (idx: number, month: string, value: number) => { const updated = [...budgetData]; (updated[idx] as any)[month] = value || 0; updated[idx].annual_total = months.reduce((s, m) => s + ((updated[idx] as any)[m] || 0), 0); setBudgetData(updated); }; const yearOptions = Array.from({ length: 5 }, (_, i) => { const y = new Date().getFullYear() - 1 + i; return { value: String(y), label: String(y) }; }); const fmt = (v: number) => v.toLocaleString('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 0 }); if (isLoading) return
; const incomeLines = budgetData.filter((b) => b.account_type === 'income'); const operatingIncomeLines = incomeLines.filter((b) => b.fund_type === 'operating'); const reserveIncomeLines = incomeLines.filter((b) => b.fund_type === 'reserve'); const expenseLines = budgetData.filter((b) => b.account_type === 'expense'); const totalOperatingIncome = operatingIncomeLines.reduce((sum, line) => sum + (line.annual_total || 0), 0); const totalReserveIncome = reserveIncomeLines.reduce((sum, line) => sum + (line.annual_total || 0), 0); const totalIncome = totalOperatingIncome + totalReserveIncome; const totalExpense = expenseLines.reduce((sum, line) => sum + (line.annual_total || 0), 0); return ( Budget Manager {hasBudget && !isEditing ? ( ) : ( <> {isEditing && ( )} )} )} {budgetData.length === 0 && !isLoading && ( } color="blue" variant="light"> No budget data for {year}. Import a CSV to get started. Your CSV should have columns:{' '} account_number, account_name, jan, feb, ..., dec. Accounts will be auto-created if they don't exist yet. )} Operating Income {fmt(totalOperatingIncome)} {totalReserveIncome > 0 && ( Reserve Income {fmt(totalReserveIncome)} )} Total Expenses {fmt(totalExpense)} Net (Operating) = 0 ? 'green' : 'red'}> {fmt(totalOperatingIncome - totalExpense)}
Acct # Account Name {monthLabels.map((m) => ( {m} ))} Annual {budgetData.length === 0 && ( No budget data. Import a CSV or add income/expense accounts to get started. )} {['income', 'expense'].map((type) => { const lines = budgetData.filter((b) => b.account_type === type); if (lines.length === 0) return null; const sectionBg = type === 'income' ? incomeSectionBg : expenseSectionBg; const sectionTotal = lines.reduce((sum, line) => sum + (line.annual_total || 0), 0); return [ {type} {monthLabels.map((m) => ( ))} {fmt(sectionTotal)} , ...lines.map((line) => { const idx = budgetData.indexOf(line); return ( {line.account_number} {line.account_name} {line.fund_type === 'reserve' && R} {months.map((m) => ( {cellsEditable ? ( updateCell(idx, m, Number(v) || 0)} size="xs" hideControls decimalScale={2} min={0} styles={{ input: { textAlign: 'right', fontFamily: 'monospace' } }} /> ) : ( {fmt((line as any)[m] || 0)} )} ))} {fmt(line.annual_total || 0)} ); }), ]; })}
); }