Files
HOA_Financial_Platform/frontend/src/pages/dashboard/DashboardPage.tsx
olsch01 9146118df1 feat: async AI calls, 10-min timeout, and failure messaging
- Make all AI endpoints (health scores + investment recommendations)
  fire-and-forget: POST returns immediately, frontend polls for results
- Extend AI API timeout from 2-5 min to 10 min for both services
- Add "last analysis failed — showing cached data" message to the
  Investment Recommendations panel (matches health score widgets)
- Add status/error_message columns to ai_recommendations table
- Remove nginx AI timeout overrides (no longer needed)
- Users can now navigate away during AI processing without interruption

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 14:42:53 -05:00

567 lines
22 KiB
TypeScript

import {
Title, Text, SimpleGrid, Card, Group, ThemeIcon, Stack, Table,
Badge, Loader, Center, Divider, RingProgress, Tooltip, Button,
Popover, List,
} from '@mantine/core';
import {
IconCash,
IconFileInvoice,
IconShieldCheck,
IconAlertTriangle,
IconBuildingBank,
IconTrendingUp,
IconTrendingDown,
IconMinus,
IconHeartbeat,
IconRefresh,
IconInfoCircle,
} from '@tabler/icons-react';
import { useState, useCallback } from 'react';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import { useAuthStore } from '../../stores/authStore';
import api from '../../services/api';
interface HealthScore {
id: string;
score_type: string;
score: number;
previous_score: number | null;
trajectory: string | null;
label: string;
summary: string;
factors: Array<{ name: string; impact: 'positive' | 'neutral' | 'negative'; detail: string }>;
recommendations: Array<{ priority: string; text: string }>;
missing_data: string[] | null;
status: string;
response_time_ms: number | null;
calculated_at: string;
}
interface HealthScoresData {
operating: HealthScore | null;
reserve: HealthScore | null;
operating_last_failed?: boolean;
reserve_last_failed?: boolean;
}
function getScoreColor(score: number): string {
if (score >= 75) return 'green';
if (score >= 60) return 'yellow';
if (score >= 40) return 'orange';
return 'red';
}
function TrajectoryIcon({ trajectory }: { trajectory: string | null }) {
if (trajectory === 'improving') return <IconTrendingUp size={16} color="var(--mantine-color-green-6)" />;
if (trajectory === 'declining') return <IconTrendingDown size={16} color="var(--mantine-color-red-6)" />;
if (trajectory === 'stable') return <IconMinus size={16} color="var(--mantine-color-gray-6)" />;
return null;
}
function HealthScoreCard({
score,
title,
icon,
isRefreshing,
onRefresh,
lastFailed,
}: {
score: HealthScore | null;
title: string;
icon: React.ReactNode;
isRefreshing?: boolean;
onRefresh?: () => void;
lastFailed?: boolean;
}) {
// No score at all yet
if (!score) {
return (
<Card withBorder padding="lg" radius="md">
<Group justify="space-between" mb="xs">
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>{title} Health</Text>
<Group gap={6}>
{onRefresh && (
<Tooltip label={`Recalculate ${title.toLowerCase()} score`}>
<Button variant="subtle" size="compact-xs" leftSection={<IconRefresh size={14} />}
loading={isRefreshing} onClick={onRefresh}>Refresh</Button>
</Tooltip>
)}
{icon}
</Group>
</Group>
<Center h={100}>
<Text c="dimmed" size="sm">No health score yet</Text>
</Center>
</Card>
);
}
// Pending — missing data, can't calculate
if (score.status === 'pending') {
const missingItems = Array.isArray(score.missing_data) ? score.missing_data :
(typeof score.missing_data === 'string' ? JSON.parse(score.missing_data) : []);
return (
<Card withBorder padding="lg" radius="md">
<Group justify="space-between" mb="xs">
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>{title} Health</Text>
<Group gap={6}>
{onRefresh && (
<Tooltip label={`Recalculate ${title.toLowerCase()} score`}>
<Button variant="subtle" size="compact-xs" leftSection={<IconRefresh size={14} />}
loading={isRefreshing} onClick={onRefresh}>Refresh</Button>
</Tooltip>
)}
{icon}
</Group>
</Group>
<Center>
<Stack align="center" gap="xs">
<Badge color="gray" variant="light" size="lg">Pending</Badge>
<Text size="xs" c="dimmed" ta="center">Missing data:</Text>
{missingItems.map((item: string, i: number) => (
<Text key={i} size="xs" c="dimmed" ta="center">{item}</Text>
))}
</Stack>
</Center>
</Card>
);
}
// For error status, we still render the score data (cached from the previous
// successful run) rather than blanking the card with "Error calculating score".
// A small watermark under the timestamp tells the user it's stale.
const showAsError = score.status === 'error' && score.score === 0 && !score.summary;
// Pure error with no cached data to fall back on
if (showAsError) {
return (
<Card withBorder padding="lg" radius="md">
<Group justify="space-between" mb="xs">
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>{title} Health</Text>
<Group gap={6}>
{onRefresh && (
<Tooltip label={`Retry ${title.toLowerCase()} score`}>
<Button variant="subtle" size="compact-xs" leftSection={<IconRefresh size={14} />}
loading={isRefreshing} onClick={onRefresh}>Retry</Button>
</Tooltip>
)}
{icon}
</Group>
</Group>
<Center h={100}>
<Stack align="center" gap={4}>
<Badge color="red" variant="light">Error calculating score</Badge>
<Text size="xs" c="dimmed">Click Retry to try again</Text>
</Stack>
</Center>
</Card>
);
}
// Normal display — works for both 'complete' and 'error' (with cached data)
const color = getScoreColor(score.score);
const factors = Array.isArray(score.factors) ? score.factors :
(typeof score.factors === 'string' ? JSON.parse(score.factors) : []);
const recommendations = Array.isArray(score.recommendations) ? score.recommendations :
(typeof score.recommendations === 'string' ? JSON.parse(score.recommendations) : []);
return (
<Card withBorder padding="lg" radius="md">
<Group justify="space-between" mb="xs">
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>{title} Health</Text>
<Group gap={6}>
{onRefresh && (
<Tooltip label={`Recalculate ${title.toLowerCase()} score`}>
<Button variant="subtle" size="compact-xs" leftSection={<IconRefresh size={14} />}
loading={isRefreshing} onClick={onRefresh}>Refresh</Button>
</Tooltip>
)}
{icon}
</Group>
</Group>
<Group align="flex-start" gap="lg">
<RingProgress
size={120}
thickness={12}
roundCaps
sections={[{ value: score.score, color }]}
label={
<Stack align="center" gap={0}>
<Text fw={700} size="xl" ta="center" lh={1}>{score.score}</Text>
<Text size="xs" c="dimmed" ta="center">/100</Text>
</Stack>
}
/>
<Stack gap={4} style={{ flex: 1, minWidth: 0 }}>
<Group gap={6}>
<Badge color={color} variant="light" size="sm">{score.label}</Badge>
{score.trajectory && (
<Tooltip label={`Trend: ${score.trajectory}`}>
<Group gap={2}>
<TrajectoryIcon trajectory={score.trajectory} />
<Text size="xs" c="dimmed">{score.trajectory}</Text>
</Group>
</Tooltip>
)}
{score.previous_score !== null && (
<Text size="xs" c="dimmed">(prev: {score.previous_score})</Text>
)}
</Group>
<Text size="sm" lineClamp={2}>{score.summary}</Text>
<Group gap={4} mt={2}>
{factors.slice(0, 3).map((f: any, i: number) => (
<Tooltip key={i} label={f.detail} multiline w={280}>
<Badge
size="xs"
variant="dot"
color={f.impact === 'positive' ? 'green' : f.impact === 'negative' ? 'red' : 'gray'}
>
{f.name}
</Badge>
</Tooltip>
))}
{(factors.length > 3 || recommendations.length > 0) && (
<Popover width={350} position="bottom" shadow="md">
<Popover.Target>
<Badge size="xs" variant="light" color="blue" style={{ cursor: 'pointer' }}>
<IconInfoCircle size={10} /> Details
</Badge>
</Popover.Target>
<Popover.Dropdown>
<Stack gap="xs">
{factors.length > 0 && (
<>
<Text fw={600} size="xs">Factors</Text>
{factors.map((f: any, i: number) => (
<Group key={i} gap={6} wrap="nowrap">
<Badge
size="xs"
variant="dot"
color={f.impact === 'positive' ? 'green' : f.impact === 'negative' ? 'red' : 'gray'}
style={{ flexShrink: 0 }}
>
{f.name}
</Badge>
<Text size="xs" c="dimmed">{f.detail}</Text>
</Group>
))}
</>
)}
{recommendations.length > 0 && (
<>
<Divider my={4} />
<Text fw={600} size="xs">Recommendations</Text>
<List size="xs" spacing={4}>
{recommendations.map((r: any, i: number) => (
<List.Item key={i}>
<Badge size="xs" color={r.priority === 'high' ? 'red' : r.priority === 'medium' ? 'yellow' : 'blue'} variant="light" mr={4}>
{r.priority}
</Badge>
{r.text}
</List.Item>
))}
</List>
</>
)}
{score.calculated_at && (
<Text size="xs" c="dimmed" ta="right" mt={4}>
Updated: {new Date(score.calculated_at).toLocaleString()}
</Text>
)}
</Stack>
</Popover.Dropdown>
</Popover>
)}
</Group>
</Stack>
</Group>
{score.calculated_at && (
<Stack gap={0} mt={6} align="flex-end">
<Text size="10px" c="dimmed" style={{ opacity: 0.7 }}>
Last updated {new Date(score.calculated_at).toLocaleDateString()} at {new Date(score.calculated_at).toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' })}
</Text>
{lastFailed && (
<Text size="10px" c="orange" fw={500} style={{ opacity: 0.85 }}>
last analysis failed showing cached data
</Text>
)}
</Stack>
)}
</Card>
);
}
interface DashboardData {
total_cash: string;
total_receivables: string;
reserve_fund_balance: string;
delinquent_units: number;
recent_transactions: {
id: string; entry_date: string; description: string; entry_type: string; amount: string;
}[];
// Enhanced split data
operating_cash: string;
reserve_cash: string;
operating_investments: string;
reserve_investments: string;
est_monthly_interest: string;
interest_earned_ytd: string;
planned_capital_spend: string;
}
export function DashboardPage() {
const currentOrg = useAuthStore((s) => s.currentOrg);
const queryClient = useQueryClient();
// Track whether a refresh is in progress (per score type) for async polling
const [operatingRefreshing, setOperatingRefreshing] = useState(false);
const [reserveRefreshing, setReserveRefreshing] = useState(false);
const { data, isLoading } = useQuery<DashboardData>({
queryKey: ['dashboard'],
queryFn: async () => { const { data } = await api.get('/reports/dashboard'); return data; },
enabled: !!currentOrg,
});
const { data: healthScores } = useQuery<HealthScoresData>({
queryKey: ['health-scores'],
queryFn: async () => { const { data } = await api.get('/health-scores/latest'); return data; },
enabled: !!currentOrg,
// Poll every 3 seconds while a refresh is in progress
refetchInterval: (operatingRefreshing || reserveRefreshing) ? 3000 : false,
});
// Async refresh handlers — trigger the backend and poll for results
const handleRefreshOperating = useCallback(async () => {
const prevId = healthScores?.operating?.id;
setOperatingRefreshing(true);
try {
await api.post('/health-scores/calculate/operating');
} catch {
// Trigger failed at network level — polling will pick up any backend-saved error
}
// Start polling — watch for the health score to change (new id or updated timestamp)
const pollUntilDone = () => {
const checkInterval = setInterval(async () => {
try {
const { data: latest } = await api.get('/health-scores/latest');
const newScore = latest?.operating;
if (newScore && newScore.id !== prevId) {
setOperatingRefreshing(false);
queryClient.setQueryData(['health-scores'], latest);
clearInterval(checkInterval);
}
} catch {
// Keep polling
}
}, 3000);
// Safety timeout — stop polling after 11 minutes
setTimeout(() => { clearInterval(checkInterval); setOperatingRefreshing(false); }, 660000);
};
pollUntilDone();
}, [healthScores?.operating?.id, queryClient]);
const handleRefreshReserve = useCallback(async () => {
const prevId = healthScores?.reserve?.id;
setReserveRefreshing(true);
try {
await api.post('/health-scores/calculate/reserve');
} catch {
// Trigger failed at network level
}
const pollUntilDone = () => {
const checkInterval = setInterval(async () => {
try {
const { data: latest } = await api.get('/health-scores/latest');
const newScore = latest?.reserve;
if (newScore && newScore.id !== prevId) {
setReserveRefreshing(false);
queryClient.setQueryData(['health-scores'], latest);
clearInterval(checkInterval);
}
} catch {
// Keep polling
}
}, 3000);
setTimeout(() => { clearInterval(checkInterval); setReserveRefreshing(false); }, 660000);
};
pollUntilDone();
}, [healthScores?.reserve?.id, queryClient]);
const fmt = (v: string | number) =>
parseFloat(String(v || '0')).toLocaleString('en-US', { style: 'currency', currency: 'USD' });
const opInv = parseFloat(data?.operating_investments || '0');
const resInv = parseFloat(data?.reserve_investments || '0');
const entryTypeColors: Record<string, string> = {
manual: 'gray', assessment: 'blue', payment: 'green', late_fee: 'red',
transfer: 'cyan', adjustment: 'yellow', closing: 'dark', opening_balance: 'indigo',
};
return (
<Stack data-tour="dashboard-content">
<Title order={2}>Dashboard</Title>
{!currentOrg ? (
<Card withBorder p="xl" ta="center">
<Text size="lg" fw={500}>Welcome to HOA LedgerIQ</Text>
<Text c="dimmed" mt="sm">
Create or select an organization to get started.
</Text>
</Card>
) : isLoading ? (
<Center h={200}><Loader /></Center>
) : (
<>
<Text size="sm" fw={600} c="dimmed">AI Health Scores</Text>
<SimpleGrid cols={{ base: 1, md: 2 }}>
<HealthScoreCard
score={healthScores?.operating || null}
title="Operating Fund"
icon={
<ThemeIcon color="green" variant="light" size={36} radius="md">
<IconHeartbeat size={20} />
</ThemeIcon>
}
isRefreshing={operatingRefreshing}
onRefresh={handleRefreshOperating}
lastFailed={!!healthScores?.operating_last_failed}
/>
<HealthScoreCard
score={healthScores?.reserve || null}
title="Reserve Fund"
icon={
<ThemeIcon color="violet" variant="light" size={36} radius="md">
<IconHeartbeat size={20} />
</ThemeIcon>
}
isRefreshing={reserveRefreshing}
onRefresh={handleRefreshReserve}
lastFailed={!!healthScores?.reserve_last_failed}
/>
</SimpleGrid>
<SimpleGrid cols={{ base: 1, sm: 2, lg: 4 }}>
<Card withBorder padding="lg" radius="md">
<Group justify="space-between">
<div>
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Operating Fund</Text>
<Text fw={700} size="xl">{fmt(data?.operating_cash || '0')}</Text>
{opInv > 0 && <Text size="xs" c="teal">Investments: {fmt(opInv)}</Text>}
</div>
<ThemeIcon color="green" variant="light" size={48} radius="md">
<IconCash size={28} />
</ThemeIcon>
</Group>
</Card>
<Card withBorder padding="lg" radius="md">
<Group justify="space-between">
<div>
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Reserve Fund</Text>
<Text fw={700} size="xl">{fmt(data?.reserve_cash || '0')}</Text>
{resInv > 0 && <Text size="xs" c="teal">Investments: {fmt(resInv)}</Text>}
</div>
<ThemeIcon color="violet" variant="light" size={48} radius="md">
<IconShieldCheck size={28} />
</ThemeIcon>
</Group>
</Card>
<Card withBorder padding="lg" radius="md">
<Group justify="space-between">
<div>
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Total Receivables</Text>
<Text fw={700} size="xl">{fmt(data?.total_receivables || '0')}</Text>
</div>
<ThemeIcon color="blue" variant="light" size={48} radius="md">
<IconFileInvoice size={28} />
</ThemeIcon>
</Group>
</Card>
<Card withBorder padding="lg" radius="md">
<Group justify="space-between">
<div>
<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Delinquent Accounts</Text>
<Text fw={700} size="xl">{String(data?.delinquent_units || 0)}</Text>
</div>
<ThemeIcon color="orange" variant="light" size={48} radius="md">
<IconAlertTriangle size={28} />
</ThemeIcon>
</Group>
</Card>
</SimpleGrid>
<SimpleGrid cols={{ base: 1, md: 2 }}>
<Card withBorder padding="lg" radius="md">
<Title order={4} mb="sm">Recent Transactions</Title>
{(data?.recent_transactions || []).length === 0 ? (
<Text c="dimmed" size="sm">No transactions yet. Start by entering journal entries.</Text>
) : (
<Table striped highlightOnHover>
<Table.Tbody>
{(data?.recent_transactions || []).map((tx) => (
<Table.Tr key={tx.id}>
<Table.Td>
<Text size="xs" c="dimmed">{new Date(tx.entry_date).toLocaleDateString()}</Text>
</Table.Td>
<Table.Td>
<Text size="sm" lineClamp={1}>{tx.description}</Text>
</Table.Td>
<Table.Td>
<Badge size="xs" color={entryTypeColors[tx.entry_type] || 'gray'} variant="light">
{tx.entry_type}
</Badge>
</Table.Td>
<Table.Td ta="right" ff="monospace" fw={500}>
{fmt(tx.amount)}
</Table.Td>
</Table.Tr>
))}
</Table.Tbody>
</Table>
)}
</Card>
<Card withBorder padding="lg" radius="md">
<Title order={4}>Quick Stats</Title>
<Stack mt="sm" gap="xs">
<Group justify="space-between">
<Text size="sm" c="dimmed">Operating Cash</Text>
<Text size="sm" fw={500} c="green">{fmt(data?.operating_cash || '0')}</Text>
</Group>
<Group justify="space-between">
<Text size="sm" c="dimmed">Reserve Cash</Text>
<Text size="sm" fw={500} c="violet">{fmt(data?.reserve_cash || '0')}</Text>
</Group>
<Divider my={4} />
<Group justify="space-between">
<Text size="sm" c="dimmed">Est. Monthly Interest</Text>
<Text size="sm" fw={500} c="blue">{fmt(data?.est_monthly_interest || '0')}</Text>
</Group>
<Group justify="space-between">
<Text size="sm" c="dimmed">Interest Earned YTD</Text>
<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" fw={500} c="orange">{fmt(data?.planned_capital_spend || '0')}</Text>
</Group>
<Divider my={4} />
<Group justify="space-between">
<Text size="sm" c="dimmed">Outstanding AR</Text>
<Text size="sm" fw={500} c="blue">{fmt(data?.total_receivables || '0')}</Text>
</Group>
<Group justify="space-between">
<Text size="sm" c="dimmed">Delinquent Units</Text>
<Text size="sm" fw={500} c={data?.delinquent_units ? 'red' : 'green'}>
{data?.delinquent_units || 0}
</Text>
</Group>
</Stack>
</Card>
</SimpleGrid>
</>
)}
</Stack>
);
}