Files
HOA_Financial_Platform/frontend/src/pages/budgets/BudgetsPage.tsx
olsch01 01502e07bc Implement Phase 2 features: roles, assessment groups, budget import, Kanban
- Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin,
  Tenant User with separate /admin route and admin panel
- Add Assessment Groups module for property type-based assessment rates
  (SFHs, Condos, Estate Lots with different regular/special rates)
- Enhance Chart of Accounts: initial balance on create (with journal entry),
  archive/restore accounts, edit all fields including account number & fund type
- Add Budget CSV import with downloadable template and account mapping
- Add Capital Projects Kanban board with drag-and-drop between year columns,
  table/kanban view toggle, and PDF export via browser print
- Update seed data with assessment groups, second test user, superadmin flag
- Create repeatable reseed.sh script for clean database population
- Fix AgingReportPage Mantine v7 Table prop compatibility

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 14:28:46 -05:00

319 lines
11 KiB
TypeScript

import { useState, useRef } from 'react';
import {
Title, Table, Group, Button, Stack, Text, NumberInput,
Select, Loader, Center, Badge, Card,
} from '@mantine/core';
import { notifications } from '@mantine/notifications';
import { IconDeviceFloppy, IconUpload, IconDownload } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api';
interface BudgetLine {
account_id: string;
account_number: number;
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'];
function parseCSV(text: string): Record<string, string>[] {
const lines = text.trim().split('\n');
if (lines.length < 2) return [];
const headers = lines[0].split(',').map((h) => h.trim().toLowerCase());
const rows: Record<string, string>[] = [];
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<string, string> = {};
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<BudgetLine[]>([]);
const queryClient = useQueryClient();
const fileInputRef = useRef<HTMLInputElement>(null);
const { isLoading } = useQuery<BudgetLine[]>({
queryKey: ['budgets', year],
queryFn: async () => {
const { data } = await api.get(`/budgets/${year}`);
setBudgetData(data);
return data;
},
});
const saveMutation = useMutation({
mutationFn: async () => {
const lines = budgetData
.filter((b) => months.some((m) => (b as any)[m] > 0))
.map((b) => ({
account_id: b.account_id,
fund_type: b.fund_type,
jan: b.jan, feb: b.feb, mar: b.mar, apr: b.apr,
may: b.may, jun: b.jun, jul: b.jul, aug: b.aug,
sep: b.sep, oct: b.oct, nov: b.nov, dec_amt: b.dec_amt,
}));
return api.put(`/budgets/${year}`, { lines });
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['budgets', year] });
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<string, string>[]) => {
const parsed = lines.map((row) => ({
account_number: row.account_number || row.accountnumber || '',
jan: parseFloat(row.jan) || 0,
feb: parseFloat(row.feb) || 0,
mar: parseFloat(row.mar) || 0,
apr: parseFloat(row.apr) || 0,
may: parseFloat(row.may) || 0,
jun: parseFloat(row.jun) || 0,
jul: parseFloat(row.jul) || 0,
aug: parseFloat(row.aug) || 0,
sep: parseFloat(row.sep) || 0,
oct: parseFloat(row.oct) || 0,
nov: parseFloat(row.nov) || 0,
dec_amt: parseFloat(row.dec_amt || row.dec) || 0,
}));
const { data } = await api.post(`/budgets/${year}/import`, parsed);
return data;
},
onSuccess: (data) => {
queryClient.invalidateQueries({ queryKey: ['budgets', year] });
const msg = `Imported ${data.imported} budget line(s)` +
(data.errors?.length ? `. ${data.errors.length} error(s): ${data.errors.join('; ')}` : '');
notifications.show({
message: msg,
color: data.errors?.length ? 'yellow' : 'green',
autoClose: 8000,
});
},
onError: (err: any) => {
notifications.show({ message: err.response?.data?.message || 'Import failed', color: 'red' });
},
});
const handleDownloadTemplate = async () => {
try {
const response = await api.get(`/budgets/${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<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 === 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 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 <Center h={300}><Loader /></Center>;
const incomeLines = budgetData.filter((b) => b.account_type === 'income');
const expenseLines = budgetData.filter((b) => b.account_type === 'expense');
const totalIncome = months.reduce((s, m) => s + incomeLines.reduce((a, b) => a + ((b as any)[m] || 0), 0), 0);
const totalExpense = months.reduce((s, m) => s + expenseLines.reduce((a, b) => a + ((b as any)[m] || 0), 0), 0);
return (
<Stack>
<Group justify="space-between">
<Title order={2}>Budget Manager</Title>
<Group>
<Select data={yearOptions} value={year} onChange={(v) => v && setYear(v)} w={120} />
<Button
variant="outline"
leftSection={<IconDownload size={16} />}
onClick={handleDownloadTemplate}
>
Download Template
</Button>
<Button
variant="outline"
leftSection={<IconUpload size={16} />}
onClick={handleImportCSV}
loading={importMutation.isPending}
>
Import CSV
</Button>
<input
type="file"
ref={fileInputRef}
style={{ display: 'none' }}
accept=".csv,.txt"
onChange={handleFileChange}
/>
<Button leftSection={<IconDeviceFloppy size={16} />} onClick={() => saveMutation.mutate()} loading={saveMutation.isPending}>
Save Budget
</Button>
</Group>
</Group>
<Group>
<Card withBorder p="sm">
<Text size="xs" c="dimmed">Total Income</Text>
<Text fw={700} c="green">{fmt(totalIncome)}</Text>
</Card>
<Card withBorder p="sm">
<Text size="xs" c="dimmed">Total Expenses</Text>
<Text fw={700} c="red">{fmt(totalExpense)}</Text>
</Card>
<Card withBorder p="sm">
<Text size="xs" c="dimmed">Net</Text>
<Text fw={700} c={totalIncome - totalExpense >= 0 ? 'green' : 'red'}>
{fmt(totalIncome - totalExpense)}
</Text>
</Card>
</Group>
<div style={{ overflowX: 'auto' }}>
<Table striped highlightOnHover style={{ minWidth: 1400 }}>
<Table.Thead>
<Table.Tr>
<Table.Th style={{ position: 'sticky', left: 0, background: 'white', zIndex: 1, minWidth: 250 }}>Account</Table.Th>
{monthLabels.map((m) => (
<Table.Th key={m} ta="right" style={{ minWidth: 90 }}>{m}</Table.Th>
))}
<Table.Th ta="right" style={{ minWidth: 100 }}>Annual</Table.Th>
</Table.Tr>
</Table.Thead>
<Table.Tbody>
{budgetData.length === 0 && (
<Table.Tr>
<Table.Td colSpan={14}>
<Text ta="center" c="dimmed" py="lg">No budget data. Income and expense accounts will appear here.</Text>
</Table.Td>
</Table.Tr>
)}
{['income', 'expense'].map((type) => {
const lines = budgetData.filter((b) => b.account_type === type);
if (lines.length === 0) return null;
return [
<Table.Tr key={`header-${type}`} style={{ background: type === 'income' ? '#e6f9e6' : '#fde8e8' }}>
<Table.Td colSpan={14} fw={700} tt="capitalize">{type}</Table.Td>
</Table.Tr>,
...lines.map((line) => {
const idx = budgetData.indexOf(line);
return (
<Table.Tr key={line.account_id}>
<Table.Td style={{ position: 'sticky', left: 0, background: 'white', zIndex: 1 }}>
<Group gap="xs">
<Text size="sm" c="dimmed">{line.account_number}</Text>
<Text size="sm">{line.account_name}</Text>
{line.fund_type === 'reserve' && <Badge size="xs" color="violet">R</Badge>}
</Group>
</Table.Td>
{months.map((m) => (
<Table.Td key={m} p={2}>
<NumberInput
value={(line as any)[m] || 0}
onChange={(v) => updateCell(idx, m, Number(v) || 0)}
size="xs"
hideControls
decimalScale={2}
min={0}
styles={{ input: { textAlign: 'right', fontFamily: 'monospace' } }}
/>
</Table.Td>
))}
<Table.Td ta="right" fw={500} ff="monospace">
{fmt(line.annual_total || 0)}
</Table.Td>
</Table.Tr>
);
}),
];
})}
</Table.Tbody>
</Table>
</div>
</Stack>
);
}