Files
HOA_Financial_Platform/frontend/src/pages/budgets/BudgetsPage.tsx
olsch01 f20f54b128 fix: compound inflation, budget planner CSV import, simplify budget manager
- 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>
2026-03-16 14:39:31 -04:00

313 lines
12 KiB
TypeScript

import { useState } 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, IconInfoCircle, IconPencil, IconX, IconArrowRight } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { useNavigate } from 'react-router-dom';
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'];
/**
* 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;
}
export function BudgetsPage() {
const [year, setYear] = useState(new Date().getFullYear().toString());
const [budgetData, setBudgetData] = useState<BudgetLine[]>([]);
const [isEditing, setIsEditing] = useState(false);
const queryClient = useQueryClient();
const navigate = useNavigate();
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';
const hasBudget = budgetData.length > 0;
const cellsEditable = !isReadOnly && isEditing;
const { isLoading } = useQuery<BudgetLine[]>({
queryKey: ['budgets', year],
queryFn: async () => {
const { data } = await api.get(`/budgets/${year}`);
const hydrated = (data as any[]).map(hydrateBudgetLine);
setBudgetData(hydrated);
setIsEditing(false);
return hydrated;
},
});
const saveMutation = useMutation({
mutationFn: async () => {
const payload = budgetData
.filter((b) => months.some((m) => (b as any)[m] > 0))
.map((b) => ({
accountId: b.account_id,
fundType: b.fund_type,
jan: b.jan, feb: b.feb, mar: b.mar, apr: b.apr,
may: b.may, jun: b.jun, jul: b.jul, aug: b.aug,
sep: b.sep, oct: b.oct, nov: b.nov, dec: b.dec_amt,
}));
return api.put(`/budgets/${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 handleCancelEdit = () => {
setIsEditing(false);
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 <Center h={300}><Loader /></Center>;
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 totalExpense = expenseLines.reduce((sum, line) => sum + (line.annual_total || 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} />
{!isReadOnly && hasBudget && (
<>
{!isEditing ? (
<Button
variant="outline"
leftSection={<IconPencil size={16} />}
onClick={() => setIsEditing(true)}
>
Edit Budget
</Button>
) : (
<>
<Button
variant="outline"
color="gray"
leftSection={<IconX size={16} />}
onClick={handleCancelEdit}
>
Cancel
</Button>
<Button
leftSection={<IconDeviceFloppy size={16} />}
onClick={() => saveMutation.mutate()}
loading={saveMutation.isPending}
>
Save Budget
</Button>
</>
)}
</>
)}
</Group>
</Group>
{!hasBudget && !isLoading && (
<Alert icon={<IconInfoCircle size={16} />} color="blue" variant="light">
<Stack gap="sm">
<Text>No budget data for {year}.</Text>
<Text size="sm">
To create or import a budget, use the <Text span fw={600}>Budget Planner</Text> to build,
review, and ratify a budget for this year. Once ratified, it will appear here.
</Text>
<Button
variant="light"
leftSection={<IconArrowRight size={16} />}
w="fit-content"
onClick={() => navigate('/board-planning/budgets')}
>
Go to Budget Planner
</Button>
</Stack>
</Alert>
)}
<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>
<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>
{budgetData.length === 0 && (
<Table.Tr>
<Table.Td colSpan={15}>
<Text ta="center" c="dimmed" py="lg">No budget data for this year.</Text>
</Table.Td>
</Table.Tr>
)}
{['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 [
<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 = budgetData.indexOf(line);
return (
<Table.Tr key={line.account_id}>
<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>}
</Group>
</Table.Td>
{months.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>
</Stack>
);
}