Files
HOA_Financial_Platform/frontend/src/pages/units/UnitsPage.tsx
olsch01 e0c956859b Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup
- Fix monthly actuals showing same data for all months (SQL JOIN excluded
  month filter from SUM — added je.id IS NOT NULL guard)
- Fix units displaying $0 assessment by reading from assessment group
  instead of stale unit field; add special assessment column
- Replace proportional project funding with priority-based sequential
  allocation — near-term items get fully funded first; add is_funding_locked
  flag so users can manually lock a project's fund balance
- Remove post-creation opening balance UI (keep only initial balance on
  account creation); remove redundant Fund filter dropdown from Accounts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 14:05:07 -05:00

298 lines
12 KiB
TypeScript

import { useState, useRef } from 'react';
import {
Title, Table, Group, Button, Stack, TextInput, Modal,
Select, Badge, ActionIcon, Text, Loader, Center, Tooltip, Alert,
} from '@mantine/core';
import { useForm } from '@mantine/form';
import { useDisclosure } from '@mantine/hooks';
import { notifications } from '@mantine/notifications';
import { IconPlus, IconEdit, IconSearch, IconTrash, IconInfoCircle, IconUpload, IconDownload } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api';
import { parseCSV, downloadBlob } from '../../utils/csv';
interface Unit {
id: string;
unit_number: string;
address_line1: string;
owner_name: string;
owner_email: string;
monthly_assessment: string;
status: string;
balance_due?: string;
assessment_group_id?: string;
assessment_group_name?: string;
group_regular_assessment?: string;
group_special_assessment?: string;
group_frequency?: string;
}
interface AssessmentGroup {
id: string;
name: string;
regular_assessment: string;
frequency: string;
is_default: boolean;
}
export function UnitsPage() {
const [opened, { open, close }] = useDisclosure(false);
const [editing, setEditing] = useState<Unit | null>(null);
const [search, setSearch] = useState('');
const [deleteConfirm, setDeleteConfirm] = useState<Unit | null>(null);
const queryClient = useQueryClient();
const fileInputRef = useRef<HTMLInputElement>(null);
const { data: units = [], isLoading } = useQuery<Unit[]>({
queryKey: ['units'],
queryFn: async () => { const { data } = await api.get('/units'); return data; },
});
const { data: assessmentGroups = [] } = useQuery<AssessmentGroup[]>({
queryKey: ['assessment-groups'],
queryFn: async () => { const { data } = await api.get('/assessment-groups'); return data; },
});
const defaultGroup = assessmentGroups.find(g => g.is_default);
const hasGroups = assessmentGroups.length > 0;
const form = useForm({
initialValues: {
unit_number: '', address_line1: '', city: '', state: '', zip_code: '',
owner_name: '', owner_email: '', owner_phone: '',
assessment_group_id: '' as string | null,
},
validate: {
unit_number: (v) => (v.length > 0 ? null : 'Required'),
assessment_group_id: (v) => (v && v.length > 0 ? null : 'Assessment group is required'),
},
});
const saveMutation = useMutation({
mutationFn: (values: any) => {
const payload = { ...values, assessment_group_id: values.assessment_group_id || null };
return editing ? api.put(`/units/${editing.id}`, payload) : api.post('/units', payload);
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['units'] });
notifications.show({ message: editing ? 'Unit updated' : 'Unit created', color: 'green' });
close(); setEditing(null); form.reset();
},
onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); },
});
const deleteMutation = useMutation({
mutationFn: (id: string) => api.delete(`/units/${id}`),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['units'] });
notifications.show({ message: 'Unit deleted', color: 'green' });
setDeleteConfirm(null);
},
onError: (err: any) => {
notifications.show({ message: err.response?.data?.message || 'Cannot delete unit', color: 'red' });
setDeleteConfirm(null);
},
});
const importMutation = useMutation({
mutationFn: async (rows: Record<string, string>[]) => {
const { data } = await api.post('/units/import', rows);
return data;
},
onSuccess: (data) => {
queryClient.invalidateQueries({ queryKey: ['units'] });
let msg = `Imported: ${data.created} created, ${data.updated} updated`;
if (data.errors?.length) msg += `. ${data.errors.length} error(s): ${data.errors.slice(0, 3).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 handleEdit = (u: Unit) => {
setEditing(u);
form.setValues({
unit_number: u.unit_number, address_line1: u.address_line1 || '',
city: '', state: '', zip_code: '', owner_name: u.owner_name || '',
owner_email: u.owner_email || '', owner_phone: '',
assessment_group_id: u.assessment_group_id || '',
});
open();
};
const handleNew = () => {
setEditing(null);
form.reset();
if (defaultGroup) form.setFieldValue('assessment_group_id', defaultGroup.id);
open();
};
const handleExport = async () => {
try {
const response = await api.get('/units/export', { responseType: 'blob' });
downloadBlob(response.data, 'units.csv');
} catch { notifications.show({ message: 'Export failed', color: 'red' }); }
};
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) { notifications.show({ message: 'No data rows found', color: 'red' }); return; }
importMutation.mutate(rows);
};
reader.readAsText(file);
event.target.value = '';
};
const filtered = units.filter((u) =>
!search || u.unit_number.toLowerCase().includes(search.toLowerCase()) ||
(u.owner_name || '').toLowerCase().includes(search.toLowerCase())
);
if (isLoading) return <Center h={300}><Loader /></Center>;
return (
<Stack>
<Group justify="space-between">
<Title order={2}>Units / Homeowners</Title>
<Group>
<Button variant="light" leftSection={<IconDownload size={16} />} onClick={handleExport} disabled={units.length === 0}>
Export CSV
</Button>
<Button variant="light" leftSection={<IconUpload size={16} />} onClick={() => fileInputRef.current?.click()}
loading={importMutation.isPending}>
Import CSV
</Button>
<input type="file" ref={fileInputRef} accept=".csv,.txt" style={{ display: 'none' }} onChange={handleFileChange} />
{hasGroups ? (
<Button leftSection={<IconPlus size={16} />} onClick={handleNew}>Add Unit</Button>
) : (
<Tooltip label="Create an assessment group first">
<Button leftSection={<IconPlus size={16} />} disabled>Add Unit</Button>
</Tooltip>
)}
</Group>
</Group>
{!hasGroups && (
<Alert icon={<IconInfoCircle size={16} />} color="yellow" variant="light">
You must create at least one assessment group before adding units. Go to Assessment Groups to create one.
</Alert>
)}
<TextInput placeholder="Search units..." leftSection={<IconSearch size={16} />} value={search} onChange={(e) => setSearch(e.currentTarget.value)} />
<Table striped highlightOnHover>
<Table.Thead>
<Table.Tr>
<Table.Th>Unit #</Table.Th>
<Table.Th>Address</Table.Th>
<Table.Th>Owner</Table.Th>
<Table.Th>Email</Table.Th>
<Table.Th>Group</Table.Th>
<Table.Th ta="right">Assessment</Table.Th>
<Table.Th ta="right">Special Assessment</Table.Th>
<Table.Th>Status</Table.Th>
<Table.Th></Table.Th>
</Table.Tr>
</Table.Thead>
<Table.Tbody>
{filtered.map((u) => (
<Table.Tr key={u.id}>
<Table.Td fw={500}>{u.unit_number}</Table.Td>
<Table.Td>{u.address_line1}</Table.Td>
<Table.Td>{u.owner_name}</Table.Td>
<Table.Td>{u.owner_email}</Table.Td>
<Table.Td>
{u.assessment_group_name ? (
<Badge variant="light" size="sm">{u.assessment_group_name}</Badge>
) : (
<Text size="xs" c="dimmed">-</Text>
)}
</Table.Td>
<Table.Td ta="right" ff="monospace">
${parseFloat(u.group_regular_assessment || u.monthly_assessment || '0').toFixed(2)}
</Table.Td>
<Table.Td ta="right" ff="monospace">
{parseFloat(u.group_special_assessment || '0') > 0
? `$${parseFloat(u.group_special_assessment || '0').toFixed(2)}`
: <Text size="sm" c="dimmed">-</Text>
}
</Table.Td>
<Table.Td><Badge color={u.status === 'active' ? 'green' : 'gray'} size="sm">{u.status}</Badge></Table.Td>
<Table.Td>
<Group gap={4}>
<ActionIcon variant="subtle" onClick={() => handleEdit(u)}>
<IconEdit size={16} />
</ActionIcon>
<Tooltip label="Delete unit">
<ActionIcon variant="subtle" color="red" onClick={() => setDeleteConfirm(u)}>
<IconTrash size={16} />
</ActionIcon>
</Tooltip>
</Group>
</Table.Td>
</Table.Tr>
))}
{filtered.length === 0 && <Table.Tr><Table.Td colSpan={9}><Text ta="center" c="dimmed" py="lg">No units yet</Text></Table.Td></Table.Tr>}
</Table.Tbody>
</Table>
{/* Create/Edit Modal */}
<Modal opened={opened} onClose={close} title={editing ? 'Edit Unit' : 'New Unit'} size="md">
<form onSubmit={form.onSubmit((v) => saveMutation.mutate(v))}>
<Stack>
<TextInput label="Unit Number" required {...form.getInputProps('unit_number')} />
<TextInput label="Address" {...form.getInputProps('address_line1')} />
<Group grow>
<TextInput label="City" {...form.getInputProps('city')} />
<TextInput label="State" {...form.getInputProps('state')} />
<TextInput label="ZIP" {...form.getInputProps('zip_code')} />
</Group>
<TextInput label="Owner Name" {...form.getInputProps('owner_name')} />
<TextInput label="Owner Email" {...form.getInputProps('owner_email')} />
<TextInput label="Owner Phone" {...form.getInputProps('owner_phone')} />
<Select
label="Assessment Group"
description="Required — the unit's monthly assessment is inherited from the selected group"
required
data={assessmentGroups.map(g => ({
value: g.id,
label: `${g.name}${g.is_default ? ' (Default)' : ''}$${parseFloat(g.regular_assessment || '0').toFixed(2)}/${g.frequency || 'mo'}`,
}))}
value={form.values.assessment_group_id}
onChange={(v) => form.setFieldValue('assessment_group_id', v)}
error={form.errors.assessment_group_id}
/>
<Button type="submit" loading={saveMutation.isPending}>{editing ? 'Update' : 'Create'}</Button>
</Stack>
</form>
</Modal>
{/* Delete Confirmation Modal */}
<Modal opened={!!deleteConfirm} onClose={() => setDeleteConfirm(null)} title="Delete Unit" size="sm">
<Stack>
<Text>
Are you sure you want to delete unit <strong>{deleteConfirm?.unit_number}</strong>
{deleteConfirm?.owner_name ? ` (${deleteConfirm.owner_name})` : ''}?
</Text>
<Text size="sm" c="dimmed">This action cannot be undone.</Text>
<Group justify="flex-end">
<Button variant="default" onClick={() => setDeleteConfirm(null)}>Cancel</Button>
<Button
color="red"
loading={deleteMutation.isPending}
onClick={() => deleteConfirm && deleteMutation.mutate(deleteConfirm.id)}
>
Delete
</Button>
</Group>
</Stack>
</Modal>
</Stack>
);
}