Simpl-Resultat/src/pages/DashboardPage.tsx
medic-bot 1951bb1228 fix: sort level 4 categories under their parent in dashboard and budget tables (#23)
- Fix sub-group sorting so depth-2 children stay grouped with their
  intermediate parent instead of falling to the bottom of the section
- Reduce pie chart height and show labels only on hover
- Adjust grid layout to give more room to the budget vs actual table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 13:06:01 -04:00

169 lines
6 KiB
TypeScript

import { useState, useCallback } 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 CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
import TransactionDetailModal from "../components/shared/TransactionDetailModal";
import type { CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
const fmt = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" });
function computeDateRange(
period: DashboardPeriod,
customDateFrom?: string,
customDateTo?: string,
): { dateFrom?: string; dateTo?: string } {
if (period === "all") return {};
if (period === "custom" && customDateFrom && customDateTo) {
return { dateFrom: customDateFrom, dateTo: customDateTo };
}
const now = new Date();
const year = now.getFullYear();
const month = now.getMonth();
const day = now.getDate();
const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
let from: Date;
switch (period) {
case "month": from = new Date(year, month, 1); break;
case "3months": from = new Date(year, month - 2, 1); break;
case "6months": from = new Date(year, month - 5, 1); break;
case "year": from = new Date(year, 0, 1); break;
case "12months": from = new Date(year, month - 11, 1); break;
default: from = new Date(year, month, 1); break;
}
const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
return { dateFrom, dateTo };
}
export default function DashboardPage() {
const { t } = useTranslation();
const { state, setPeriod, setCustomDates } = 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 { dateFrom, dateTo } = computeDateRange(period, state.customDateFrom, state.customDateTo);
return (
<div className={isLoading ? "opacity-50 pointer-events-none" : ""}>
<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-[1fr_2fr] gap-4 mb-6">
<div>
<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>
<h2 className="text-lg font-semibold mb-3">{t("dashboard.budgetVsActual")}</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>
);
}