- Fix compound inflation: use Math.pow(1 + rate/100, yearsGap) instead of flat rate so multi-year gaps (e.g., 2026→2029) compound annually - Budget Planner: add CSV import flow + Download Template button; show proper empty state when no base budget exists with Create/Import options - Budget Manager: remove CSV import, Download Template, and Save buttons; redirect users to Budget Planner when no budget exists for selected year - Fix getAvailableYears to return null latestBudgetYear when no budgets exist and include current year in year selector for fresh tenants Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
777 lines
30 KiB
TypeScript
777 lines
30 KiB
TypeScript
import { useState, useEffect, useRef } from 'react';
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import {
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Title, Table, Group, Button, Stack, Text, NumberInput,
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Select, Loader, Center, Badge, Card, Alert, Modal,
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} from '@mantine/core';
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import { notifications } from '@mantine/notifications';
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import {
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IconDeviceFloppy, IconInfoCircle, IconPencil, IconX,
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IconCheck, IconArrowBack, IconTrash, IconRefresh,
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IconUpload, IconDownload,
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} from '@tabler/icons-react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import api from '../../services/api';
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import { useIsReadOnly } from '../../stores/authStore';
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import { usePreferencesStore } from '../../stores/preferencesStore';
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interface PlanLine {
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id: string;
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account_id: string;
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account_number: string;
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account_name: string;
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account_type: string;
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fund_type: string;
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is_manually_adjusted: boolean;
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jan: number; feb: number; mar: number; apr: number;
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may: number; jun: number; jul: number; aug: number;
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sep: number; oct: number; nov: number; dec_amt: number;
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annual_total: number;
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}
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const monthKeys = ['jan', 'feb', 'mar', 'apr', 'may', 'jun', 'jul', 'aug', 'sep', 'oct', 'nov', 'dec_amt'];
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const monthLabels = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
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const fmt = (v: number) => v.toLocaleString('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 0 });
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function hydrateLine(row: any): PlanLine {
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const line: any = { ...row };
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for (const m of monthKeys) {
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line[m] = Number(line[m]) || 0;
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}
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line.annual_total = monthKeys.reduce((sum, m) => sum + (line[m] || 0), 0);
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return line as PlanLine;
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}
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function parseCurrencyValue(val: string): number {
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if (!val) return 0;
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let s = val.trim();
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if (!s || s === '-' || s === '$-' || s === '$ -') return 0;
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const isNegative = s.includes('(') && s.includes(')');
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s = s.replace(/[$,\s()]/g, '');
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if (!s || s === '-') return 0;
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const num = parseFloat(s);
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if (isNaN(num)) return 0;
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return isNegative ? -num : num;
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}
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function parseCSV(text: string): Record<string, string>[] {
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const lines = text.trim().split('\n');
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if (lines.length < 2) return [];
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const headers = lines[0].split(',').map((h) => h.trim().toLowerCase());
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const rows: Record<string, string>[] = [];
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for (let i = 1; i < lines.length; i++) {
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const line = lines[i].trim();
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if (!line) continue;
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const values: string[] = [];
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let current = '';
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let inQuotes = false;
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for (let j = 0; j < line.length; j++) {
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const ch = line[j];
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if (ch === '"') { inQuotes = !inQuotes; }
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else if (ch === ',' && !inQuotes) { values.push(current.trim()); current = ''; }
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else { current += ch; }
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}
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values.push(current.trim());
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const row: Record<string, string> = {};
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headers.forEach((h, idx) => { row[h] = values[idx] || ''; });
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rows.push(row);
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}
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return rows;
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}
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const statusColors: Record<string, string> = {
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planning: 'blue',
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approved: 'yellow',
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ratified: 'green',
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};
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export function BudgetPlanningPage() {
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const queryClient = useQueryClient();
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const isReadOnly = useIsReadOnly();
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const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
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const stickyBg = isDark ? 'var(--mantine-color-dark-7)' : 'white';
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const stickyBorder = isDark ? 'var(--mantine-color-dark-4)' : '#e9ecef';
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const incomeSectionBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
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const expenseSectionBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';
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const [selectedYear, setSelectedYear] = useState<string | null>(null);
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const [lineData, setLineData] = useState<PlanLine[]>([]);
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const [isEditing, setIsEditing] = useState(false);
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const [inflationInput, setInflationInput] = useState<number>(2.5);
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const [confirmModal, setConfirmModal] = useState<{ action: string; title: string; message: string } | null>(null);
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const fileInputRef = useRef<HTMLInputElement>(null);
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// Available years
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const { data: availableYears } = useQuery<any>({
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queryKey: ['budget-plan-available-years'],
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queryFn: async () => {
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const { data } = await api.get('/board-planning/budget-plans/available-years');
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return data;
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},
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});
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// Set default year when available
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useEffect(() => {
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if (availableYears?.years?.length && !selectedYear) {
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setSelectedYear(String(availableYears.years[0].year));
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}
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}, [availableYears, selectedYear]);
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// Plan data for selected year
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const { data: plan, isLoading } = useQuery<any>({
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queryKey: ['budget-plan', selectedYear],
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queryFn: async () => {
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const { data } = await api.get(`/board-planning/budget-plans/${selectedYear}`);
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return data;
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},
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enabled: !!selectedYear,
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});
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// Hydrate lines when plan changes
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useEffect(() => {
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if (plan?.lines) {
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setLineData(plan.lines.map(hydrateLine));
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setInflationInput(parseFloat(plan.inflation_rate) || 2.5);
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setIsEditing(false);
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} else {
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setLineData([]);
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}
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}, [plan]);
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const hasBaseBudget = !!availableYears?.latestBudgetYear;
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const yearOptions = (availableYears?.years || []).map((y: any) => ({
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value: String(y.year),
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label: `${y.year}${y.hasPlan ? ` (${y.status})` : ''}`,
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}));
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// If no base budget at all, also offer the current year as an option
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const currentYear = new Date().getFullYear();
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const allYearOptions = !hasBaseBudget && !yearOptions.find((y: any) => y.value === String(currentYear))
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? [{ value: String(currentYear), label: String(currentYear) }, ...yearOptions]
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: yearOptions;
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// Mutations
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const createMutation = useMutation({
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mutationFn: async () => {
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const fiscalYear = parseInt(selectedYear!, 10);
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const baseYear = availableYears?.latestBudgetYear || new Date().getFullYear();
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const { data } = await api.post('/board-planning/budget-plans', {
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fiscalYear,
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baseYear,
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inflationRate: inflationInput,
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});
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return data;
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan'] });
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queryClient.invalidateQueries({ queryKey: ['budget-plan-available-years'] });
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notifications.show({ message: 'Budget plan created', color: 'green' });
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Create failed', color: 'red' });
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},
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});
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const saveMutation = useMutation({
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mutationFn: async () => {
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const payload = lineData.map((l) => ({
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accountId: l.account_id,
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fundType: l.fund_type,
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jan: l.jan, feb: l.feb, mar: l.mar, apr: l.apr,
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may: l.may, jun: l.jun, jul: l.jul, aug: l.aug,
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sep: l.sep, oct: l.oct, nov: l.nov, dec: l.dec_amt,
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}));
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return api.put(`/board-planning/budget-plans/${selectedYear}/lines`, {
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planId: plan.id,
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lines: payload,
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});
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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setIsEditing(false);
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notifications.show({ message: 'Budget plan saved', color: 'green' });
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Save failed', color: 'red' });
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},
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});
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const importMutation = useMutation({
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mutationFn: async (lines: Record<string, string>[]) => {
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const parsed = lines.map((row) => ({
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account_number: row.account_number || row.accountnumber || '',
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account_name: row.account_name || row.accountname || '',
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jan: parseCurrencyValue(row.jan),
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feb: parseCurrencyValue(row.feb),
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mar: parseCurrencyValue(row.mar),
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apr: parseCurrencyValue(row.apr),
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may: parseCurrencyValue(row.may),
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jun: parseCurrencyValue(row.jun),
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jul: parseCurrencyValue(row.jul),
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aug: parseCurrencyValue(row.aug),
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sep: parseCurrencyValue(row.sep),
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oct: parseCurrencyValue(row.oct),
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nov: parseCurrencyValue(row.nov),
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dec_amt: parseCurrencyValue(row.dec_amt || row.dec || ''),
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}));
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const { data } = await api.post(`/board-planning/budget-plans/${selectedYear}/import`, parsed);
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return data;
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},
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onSuccess: (data) => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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queryClient.invalidateQueries({ queryKey: ['budget-plan-available-years'] });
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queryClient.invalidateQueries({ queryKey: ['accounts'] });
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let msg = `Imported ${data.imported} budget line(s)`;
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if (data.created?.length) msg += `. Created ${data.created.length} new account(s)`;
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if (data.errors?.length) msg += `. ${data.errors.length} error(s): ${data.errors.join('; ')}`;
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notifications.show({
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message: msg,
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color: data.errors?.length ? 'yellow' : 'green',
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autoClose: 10000,
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});
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Import failed', color: 'red' });
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},
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});
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const inflationMutation = useMutation({
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mutationFn: () => api.put(`/board-planning/budget-plans/${selectedYear}/inflation`, {
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inflationRate: inflationInput,
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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notifications.show({ message: 'Inflation rate applied', color: 'green' });
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},
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});
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const statusMutation = useMutation({
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mutationFn: (status: string) => api.put(`/board-planning/budget-plans/${selectedYear}/status`, { status }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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queryClient.invalidateQueries({ queryKey: ['budget-plan-available-years'] });
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queryClient.invalidateQueries({ queryKey: ['budgets'] });
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setConfirmModal(null);
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notifications.show({ message: 'Status updated', color: 'green' });
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Status update failed', color: 'red' });
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setConfirmModal(null);
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},
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});
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const deleteMutation = useMutation({
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mutationFn: () => api.delete(`/board-planning/budget-plans/${selectedYear}`),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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queryClient.invalidateQueries({ queryKey: ['budget-plan-available-years'] });
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setConfirmModal(null);
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notifications.show({ message: 'Budget plan deleted', color: 'orange' });
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},
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});
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const updateCell = (idx: number, month: string, value: number) => {
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const updated = [...lineData];
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(updated[idx] as any)[month] = value || 0;
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updated[idx].annual_total = monthKeys.reduce((s, m) => s + ((updated[idx] as any)[m] || 0), 0);
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setLineData(updated);
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};
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const handleCancelEdit = () => {
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setIsEditing(false);
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queryClient.invalidateQueries({ queryKey: ['budget-plan', selectedYear] });
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};
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const handleDownloadTemplate = async () => {
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try {
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const yr = selectedYear || currentYear;
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const response = await api.get(`/board-planning/budget-plans/${yr}/template`, {
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responseType: 'blob',
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});
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const blob = new Blob([response.data], { type: 'text/csv' });
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const url = window.URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url;
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a.download = `budget_template_${yr}.csv`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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window.URL.revokeObjectURL(url);
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} catch (err: any) {
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notifications.show({ message: 'Failed to download template', color: 'red' });
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}
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};
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const handleImportCSV = () => {
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fileInputRef.current?.click();
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};
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const handleFileChange = (event: React.ChangeEvent<HTMLInputElement>) => {
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const file = event.target.files?.[0];
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if (!file) return;
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const reader = new FileReader();
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reader.onload = (e) => {
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const text = e.target?.result as string;
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if (!text) { notifications.show({ message: 'Could not read file', color: 'red' }); return; }
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const rows = parseCSV(text);
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if (rows.length === 0) { notifications.show({ message: 'No data rows found in CSV', color: 'red' }); return; }
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importMutation.mutate(rows);
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};
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reader.readAsText(file);
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event.target.value = '';
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};
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const hasPlan = !!plan?.id;
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const status = plan?.status || 'planning';
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const cellsEditable = !isReadOnly && isEditing && status !== 'ratified';
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const incomeLines = lineData.filter((b) => b.account_type === 'income');
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const operatingIncomeLines = incomeLines.filter((b) => b.fund_type === 'operating');
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const reserveIncomeLines = incomeLines.filter((b) => b.fund_type === 'reserve');
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const expenseLines = lineData.filter((b) => b.account_type === 'expense');
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const totalOperatingIncome = operatingIncomeLines.reduce((sum, l) => sum + (l.annual_total || 0), 0);
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const totalReserveIncome = reserveIncomeLines.reduce((sum, l) => sum + (l.annual_total || 0), 0);
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const totalExpense = expenseLines.reduce((sum, l) => sum + (l.annual_total || 0), 0);
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return (
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<Stack>
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{/* Header */}
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<Group justify="space-between" align="flex-start">
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<Group align="center">
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<Title order={2}>Budget Planning</Title>
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{hasPlan && (
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<Badge size="lg" color={statusColors[status]}>
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{status}
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</Badge>
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)}
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</Group>
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<Group>
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<Select
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data={allYearOptions}
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value={selectedYear}
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onChange={setSelectedYear}
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w={180}
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placeholder="Select year"
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/>
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<Button
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variant="outline"
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leftSection={<IconDownload size={16} />}
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onClick={handleDownloadTemplate}
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size="sm"
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>
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Download Template
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</Button>
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</Group>
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</Group>
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{/* Hidden file input for CSV import */}
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<input
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type="file"
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ref={fileInputRef}
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style={{ display: 'none' }}
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accept=".csv,.txt"
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onChange={handleFileChange}
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/>
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{isLoading && <Center h={300}><Loader /></Center>}
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{/* Empty state - no base budget exists at all */}
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{!isLoading && !hasPlan && selectedYear && !hasBaseBudget && (
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<Alert icon={<IconInfoCircle size={16} />} color="orange" variant="light">
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<Stack gap="sm">
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<Text fw={600}>No budget data found in the system</Text>
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<Text size="sm">
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To get started with budget planning, you need to load an initial budget.
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You can either create a new budget from scratch or import an existing budget from a CSV file.
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</Text>
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<Text size="sm" c="dimmed">
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Use <Text span fw={600}>Download Template</Text> above to get a CSV with your chart of accounts pre-populated,
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fill in the monthly amounts, then import it below.
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</Text>
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<Group>
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<Button
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leftSection={<IconUpload size={16} />}
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onClick={handleImportCSV}
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loading={importMutation.isPending}
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>
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Import Budget from CSV
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</Button>
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<Button
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variant="light"
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onClick={() => createMutation.mutate()}
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loading={createMutation.isPending}
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>
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Create Empty Budget Plan
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</Button>
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</Group>
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</Stack>
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</Alert>
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)}
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{/* Empty state - base budget exists but no plan for this year */}
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{!isLoading && !hasPlan && selectedYear && hasBaseBudget && (
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<Alert icon={<IconInfoCircle size={16} />} color="blue" variant="light">
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<Stack gap="sm">
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<Text>No budget plan exists for {selectedYear}. Create one based on the {availableYears?.latestBudgetYear} budget with an inflation adjustment, or import a CSV directly.</Text>
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<Group>
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<NumberInput
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label="Inflation Rate (%)"
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value={inflationInput}
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onChange={(v) => setInflationInput(Number(v) || 0)}
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min={0}
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max={50}
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step={0.5}
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decimalScale={2}
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w={160}
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size="sm"
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/>
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<Button
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mt={24}
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onClick={() => createMutation.mutate()}
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loading={createMutation.isPending}
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>
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Create Budget Plan for {selectedYear}
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</Button>
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<Text mt={24} c="dimmed">or</Text>
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<Button
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mt={24}
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variant="outline"
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leftSection={<IconUpload size={16} />}
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onClick={handleImportCSV}
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loading={importMutation.isPending}
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>
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Import from CSV
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</Button>
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</Group>
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<Text size="xs" c="dimmed">
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Base year: {availableYears?.latestBudgetYear}. Each monthly amount will be compounded annually by the specified inflation rate.
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</Text>
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</Stack>
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</Alert>
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)}
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{/* Plan controls */}
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{hasPlan && (
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<>
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|
<Group justify="space-between">
|
|
<Group>
|
|
<NumberInput
|
|
label="Inflation Rate (%)"
|
|
value={inflationInput}
|
|
onChange={(v) => setInflationInput(Number(v) || 0)}
|
|
min={0}
|
|
max={50}
|
|
step={0.5}
|
|
decimalScale={2}
|
|
w={140}
|
|
size="xs"
|
|
disabled={status === 'ratified' || isReadOnly}
|
|
/>
|
|
<Button
|
|
mt={24}
|
|
size="xs"
|
|
variant="light"
|
|
leftSection={<IconRefresh size={14} />}
|
|
onClick={() => {
|
|
setConfirmModal({
|
|
action: 'inflation',
|
|
title: 'Apply Inflation Rate',
|
|
message: `This will recalculate all non-manually-adjusted lines using ${inflationInput}% inflation compounded annually from the base year (${plan.base_year}). Manually adjusted lines will be preserved.`,
|
|
});
|
|
}}
|
|
disabled={status === 'ratified' || isReadOnly}
|
|
>
|
|
Apply
|
|
</Button>
|
|
<Text size="xs" c="dimmed" mt={24}>Base year: {plan.base_year}</Text>
|
|
</Group>
|
|
|
|
<Group>
|
|
{!isReadOnly && (
|
|
<>
|
|
{/* Import CSV into existing plan */}
|
|
{status !== 'ratified' && (
|
|
<Button
|
|
size="sm"
|
|
variant="outline"
|
|
leftSection={<IconUpload size={16} />}
|
|
onClick={handleImportCSV}
|
|
loading={importMutation.isPending}
|
|
>
|
|
Import CSV
|
|
</Button>
|
|
)}
|
|
|
|
{/* Status actions */}
|
|
{status === 'planning' && (
|
|
<>
|
|
<Button
|
|
size="sm"
|
|
variant="light"
|
|
color="yellow"
|
|
leftSection={<IconCheck size={16} />}
|
|
onClick={() => setConfirmModal({
|
|
action: 'approved',
|
|
title: 'Approve Budget Plan',
|
|
message: `Mark the ${selectedYear} budget plan as approved? This indicates the board has reviewed and accepted the plan.`,
|
|
})}
|
|
>
|
|
Approve
|
|
</Button>
|
|
<Button
|
|
size="sm"
|
|
variant="light"
|
|
color="red"
|
|
leftSection={<IconTrash size={16} />}
|
|
onClick={() => setConfirmModal({
|
|
action: 'delete',
|
|
title: 'Delete Budget Plan',
|
|
message: `Permanently delete the ${selectedYear} budget plan? This cannot be undone.`,
|
|
})}
|
|
>
|
|
Delete
|
|
</Button>
|
|
</>
|
|
)}
|
|
{status === 'approved' && (
|
|
<>
|
|
<Button
|
|
size="sm"
|
|
variant="light"
|
|
leftSection={<IconArrowBack size={16} />}
|
|
onClick={() => setConfirmModal({
|
|
action: 'planning',
|
|
title: 'Revert to Planning',
|
|
message: `Revert the ${selectedYear} budget plan back to planning status?`,
|
|
})}
|
|
>
|
|
Revert to Planning
|
|
</Button>
|
|
<Button
|
|
size="sm"
|
|
color="green"
|
|
leftSection={<IconCheck size={16} />}
|
|
onClick={() => setConfirmModal({
|
|
action: 'ratified',
|
|
title: 'Ratify Budget',
|
|
message: `Ratify the ${selectedYear} budget? This will create the official budget for ${selectedYear} in Financials, overwriting any existing budget data for that year.`,
|
|
})}
|
|
>
|
|
Ratify Budget
|
|
</Button>
|
|
</>
|
|
)}
|
|
{status === 'ratified' && (
|
|
<Button
|
|
size="sm"
|
|
variant="light"
|
|
color="orange"
|
|
leftSection={<IconArrowBack size={16} />}
|
|
onClick={() => setConfirmModal({
|
|
action: 'approved',
|
|
title: 'Revert from Ratified',
|
|
message: `Revert the ${selectedYear} budget from ratified to approved? This will remove the official budget for ${selectedYear} from Financials.`,
|
|
})}
|
|
>
|
|
Revert to Approved
|
|
</Button>
|
|
)}
|
|
|
|
{/* Edit/Save */}
|
|
{status !== 'ratified' && (
|
|
<>
|
|
{!isEditing ? (
|
|
<Button
|
|
size="sm"
|
|
variant="outline"
|
|
leftSection={<IconPencil size={16} />}
|
|
onClick={() => setIsEditing(true)}
|
|
>
|
|
Edit
|
|
</Button>
|
|
) : (
|
|
<>
|
|
<Button
|
|
size="sm"
|
|
variant="outline"
|
|
color="gray"
|
|
leftSection={<IconX size={16} />}
|
|
onClick={handleCancelEdit}
|
|
>
|
|
Cancel
|
|
</Button>
|
|
<Button
|
|
size="sm"
|
|
leftSection={<IconDeviceFloppy size={16} />}
|
|
onClick={() => saveMutation.mutate()}
|
|
loading={saveMutation.isPending}
|
|
>
|
|
Save
|
|
</Button>
|
|
</>
|
|
)}
|
|
</>
|
|
)}
|
|
</>
|
|
)}
|
|
</Group>
|
|
</Group>
|
|
|
|
{/* Summary cards */}
|
|
<Group>
|
|
<Card withBorder p="sm">
|
|
<Text size="xs" c="dimmed">Operating Income</Text>
|
|
<Text fw={700} c="green">{fmt(totalOperatingIncome)}</Text>
|
|
</Card>
|
|
{totalReserveIncome > 0 && (
|
|
<Card withBorder p="sm">
|
|
<Text size="xs" c="dimmed">Reserve Income</Text>
|
|
<Text fw={700} c="violet">{fmt(totalReserveIncome)}</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 (Operating)</Text>
|
|
<Text fw={700} c={totalOperatingIncome - totalExpense >= 0 ? 'green' : 'red'}>
|
|
{fmt(totalOperatingIncome - totalExpense)}
|
|
</Text>
|
|
</Card>
|
|
</Group>
|
|
|
|
{/* Data table */}
|
|
<div style={{ overflowX: 'auto' }}>
|
|
<Table striped highlightOnHover style={{ minWidth: 1600 }}>
|
|
<Table.Thead>
|
|
<Table.Tr>
|
|
<Table.Th style={{ position: 'sticky', left: 0, background: stickyBg, zIndex: 2, minWidth: 120 }}>Acct #</Table.Th>
|
|
<Table.Th style={{ position: 'sticky', left: 120, background: stickyBg, zIndex: 2, minWidth: 220 }}>Account Name</Table.Th>
|
|
{monthLabels.map((m) => (
|
|
<Table.Th key={m} ta="right" style={{ minWidth: 90 }}>{m}</Table.Th>
|
|
))}
|
|
<Table.Th ta="right" style={{ minWidth: 110 }}>Annual</Table.Th>
|
|
</Table.Tr>
|
|
</Table.Thead>
|
|
<Table.Tbody>
|
|
{lineData.length === 0 && (
|
|
<Table.Tr>
|
|
<Table.Td colSpan={15}>
|
|
<Text ta="center" c="dimmed" py="lg">No budget plan lines.</Text>
|
|
</Table.Td>
|
|
</Table.Tr>
|
|
)}
|
|
{['income', 'expense'].map((type) => {
|
|
const lines = lineData.filter((b) => b.account_type === type);
|
|
if (lines.length === 0) return null;
|
|
|
|
const sectionBg = type === 'income' ? incomeSectionBg : expenseSectionBg;
|
|
const sectionTotal = lines.reduce((sum, l) => sum + (l.annual_total || 0), 0);
|
|
|
|
return [
|
|
<Table.Tr key={`header-${type}`} style={{ background: sectionBg }}>
|
|
<Table.Td
|
|
colSpan={2}
|
|
fw={700}
|
|
tt="capitalize"
|
|
style={{ position: 'sticky', left: 0, background: sectionBg, zIndex: 2 }}
|
|
>
|
|
{type}
|
|
</Table.Td>
|
|
{monthLabels.map((m) => <Table.Td key={m} />)}
|
|
<Table.Td ta="right" fw={700} ff="monospace">{fmt(sectionTotal)}</Table.Td>
|
|
</Table.Tr>,
|
|
...lines.map((line) => {
|
|
const idx = lineData.indexOf(line);
|
|
return (
|
|
<Table.Tr key={line.id || `${line.account_id}-${line.fund_type}`}>
|
|
<Table.Td
|
|
style={{
|
|
position: 'sticky', left: 0, background: stickyBg,
|
|
zIndex: 1, borderRight: `1px solid ${stickyBorder}`,
|
|
}}
|
|
>
|
|
<Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text>
|
|
</Table.Td>
|
|
<Table.Td
|
|
style={{
|
|
position: 'sticky', left: 120, background: stickyBg,
|
|
zIndex: 1, borderRight: `1px solid ${stickyBorder}`,
|
|
}}
|
|
>
|
|
<Group gap={6} wrap="nowrap">
|
|
<Text size="sm" style={{ whiteSpace: 'nowrap' }}>{line.account_name}</Text>
|
|
{line.fund_type === 'reserve' && <Badge size="xs" color="violet">R</Badge>}
|
|
{line.is_manually_adjusted && <Badge size="xs" color="orange" variant="dot">edited</Badge>}
|
|
</Group>
|
|
</Table.Td>
|
|
{monthKeys.map((m) => (
|
|
<Table.Td key={m} p={2}>
|
|
{cellsEditable ? (
|
|
<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' } }}
|
|
/>
|
|
) : (
|
|
<Text size="sm" ta="right" ff="monospace">
|
|
{fmt((line as any)[m] || 0)}
|
|
</Text>
|
|
)}
|
|
</Table.Td>
|
|
))}
|
|
<Table.Td ta="right" fw={500} ff="monospace">
|
|
{fmt(line.annual_total || 0)}
|
|
</Table.Td>
|
|
</Table.Tr>
|
|
);
|
|
}),
|
|
];
|
|
})}
|
|
</Table.Tbody>
|
|
</Table>
|
|
</div>
|
|
</>
|
|
)}
|
|
|
|
{/* Confirmation modal */}
|
|
<Modal
|
|
opened={!!confirmModal}
|
|
onClose={() => setConfirmModal(null)}
|
|
title={confirmModal?.title || ''}
|
|
centered
|
|
>
|
|
<Stack>
|
|
<Text size="sm">{confirmModal?.message}</Text>
|
|
<Group justify="flex-end">
|
|
<Button variant="default" onClick={() => setConfirmModal(null)}>Cancel</Button>
|
|
<Button
|
|
color={confirmModal?.action === 'delete' ? 'red' : undefined}
|
|
loading={statusMutation.isPending || deleteMutation.isPending || inflationMutation.isPending}
|
|
onClick={() => {
|
|
if (!confirmModal) return;
|
|
if (confirmModal.action === 'delete') {
|
|
deleteMutation.mutate();
|
|
} else if (confirmModal.action === 'inflation') {
|
|
inflationMutation.mutate();
|
|
setConfirmModal(null);
|
|
} else {
|
|
statusMutation.mutate(confirmModal.action);
|
|
}
|
|
}}
|
|
>
|
|
Confirm
|
|
</Button>
|
|
</Group>
|
|
</Stack>
|
|
</Modal>
|
|
</Stack>
|
|
);
|
|
}
|