Simpl-Resultat/src/pages/DashboardPage.tsx
le king fu 0ded5a1ac6
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feat(categories): add dashboard v1 discovery banner (#118)
Adds a non-destructive, dismissable banner on the Dashboard that invites
profiles still on the legacy v2 category seed to discover the new v1 IPC
taxonomy. The banner links to the standard categories guide page
(/settings/categories/standard, shipped in #117).

Visibility rules:
- Only rendered when `categories_schema_version='v2'` in `user_preferences`.
- Hidden once the user dismisses it — dismissal is persisted in the same
  `user_preferences` table under the key `categories_v1_banner_dismissed`
  (value '1'), so the banner never reappears across app restarts.
- New v1-seeded profiles never see it.

No DB schema change: reuses the existing key/value `user_preferences`
table via the existing `getPreference`/`setPreference` helpers. No
migration added.

i18n keys under `dashboard.categoriesBanner.*` (FR + EN).
Changelog entry added under [Unreleased] in both CHANGELOG.md and
CHANGELOG.fr.md.
2026-04-20 21:11:56 -04:00

163 lines
5.9 KiB
TypeScript

import { useState, useCallback, useMemo } from "react";
import { useTranslation } from "react-i18next";
import { Wallet, TrendingUp, TrendingDown } from "lucide-react";
import { useDashboard } from "../hooks/useDashboard";
import { PageHelp } from "../components/shared/PageHelp";
import PeriodSelector from "../components/dashboard/PeriodSelector";
import CategoryPieChart from "../components/dashboard/CategoryPieChart";
import CategoriesV1DiscoveryBanner from "../components/dashboard/CategoriesV1DiscoveryBanner";
import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
import TransactionDetailModal from "../components/shared/TransactionDetailModal";
import type { CategoryBreakdownItem } from "../shared/types";
import { computeDateRange, buildMonthOptions } from "../utils/dateRange";
const fmt = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" });
export default function DashboardPage() {
const { t, i18n } = useTranslation();
const { state, setPeriod, setCustomDates, setBudgetMonth } = useDashboard();
const { summary, categoryBreakdown, categoryOverTime, budgetVsActual, period, isLoading } = state;
const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
const toggleHidden = useCallback((name: string) => {
setHiddenCategories((prev) => {
const next = new Set(prev);
if (next.has(name)) next.delete(name);
else next.add(name);
return next;
});
}, []);
const showAll = useCallback(() => setHiddenCategories(new Set()), []);
const viewDetails = useCallback((item: CategoryBreakdownItem) => {
setDetailModal(item);
}, []);
const balance = summary.totalAmount;
const balanceColor =
balance > 0
? "text-[var(--positive)]"
: balance < 0
? "text-[var(--negative)]"
: "text-[var(--primary)]";
const cards = [
{
labelKey: "dashboard.balance",
value: fmt.format(balance),
icon: Wallet,
color: balanceColor,
},
{
labelKey: "dashboard.income",
value: fmt.format(summary.incomeTotal),
icon: TrendingUp,
color: "text-[var(--positive)]",
},
{
labelKey: "dashboard.expenses",
value: fmt.format(Math.abs(summary.expenseTotal)),
icon: TrendingDown,
color: "text-[var(--negative)]",
},
];
const monthOptions = useMemo(() => buildMonthOptions(i18n.language), [i18n.language]);
const { dateFrom, dateTo } = computeDateRange(period, state.customDateFrom, state.customDateTo);
return (
<div className={isLoading ? "opacity-50 pointer-events-none" : ""}>
<CategoriesV1DiscoveryBanner />
<div className="relative flex flex-col sm:flex-row sm:items-center sm:justify-between gap-4 mb-6">
<div className="flex items-center gap-3">
<h1 className="text-2xl font-bold">{t("dashboard.title")}</h1>
<PageHelp helpKey="dashboard" />
</div>
<PeriodSelector
value={period}
onChange={setPeriod}
customDateFrom={state.customDateFrom}
customDateTo={state.customDateTo}
onCustomDateChange={setCustomDates}
/>
</div>
<div className="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
{cards.map((card) => (
<div
key={card.labelKey}
className="bg-[var(--card)] rounded-xl p-5 border border-[var(--border)] shadow-sm"
>
<div className="flex items-center justify-between mb-3">
<span className="text-sm text-[var(--muted-foreground)]">
{t(card.labelKey)}
</span>
<card.icon size={20} className={card.color} />
</div>
<p className="text-2xl font-semibold">{card.value}</p>
</div>
))}
</div>
<div className="grid grid-cols-1 lg:grid-cols-4 gap-4 mb-6">
<div className="lg:col-span-1">
<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesByCategory")}</h2>
<CategoryPieChart
data={categoryBreakdown}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
/>
</div>
<div className="lg:col-span-3">
<h2 className="text-lg font-semibold mb-3 flex items-center gap-2 flex-wrap">
{t("reports.bva.titlePrefix")}
<select
value={`${state.budgetYear}-${state.budgetMonth}`}
onChange={(e) => {
const [y, m] = e.target.value.split("-").map(Number);
setBudgetMonth(y, m);
}}
className="text-base font-semibold bg-[var(--card)] border border-[var(--border)] rounded-lg px-2 py-0.5 cursor-pointer hover:bg-[var(--muted)] transition-colors"
>
{monthOptions.map((opt) => (
<option key={opt.key} value={opt.value}>
{opt.label}
</option>
))}
</select>
</h2>
<BudgetVsActualTable data={budgetVsActual} />
</div>
</div>
<div className="mb-6">
<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesOverTime")}</h2>
<CategoryOverTimeChart
data={categoryOverTime}
hiddenCategories={hiddenCategories}
onToggleHidden={toggleHidden}
onShowAll={showAll}
onViewDetails={viewDetails}
/>
</div>
{detailModal && (
<TransactionDetailModal
categoryId={detailModal.category_id}
categoryName={detailModal.category_name}
categoryColor={detailModal.category_color}
dateFrom={dateFrom}
dateTo={dateTo}
onClose={() => setDetailModal(null)}
/>
)}
</div>
);
}