- 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>
169 lines
6 KiB
TypeScript
169 lines
6 KiB
TypeScript
import { useState, useCallback } from "react";
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import { useTranslation } from "react-i18next";
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import { Wallet, TrendingUp, TrendingDown } from "lucide-react";
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import { useDashboard } from "../hooks/useDashboard";
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import { PageHelp } from "../components/shared/PageHelp";
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import PeriodSelector from "../components/dashboard/PeriodSelector";
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import CategoryPieChart from "../components/dashboard/CategoryPieChart";
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import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
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import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
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import TransactionDetailModal from "../components/shared/TransactionDetailModal";
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import type { CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
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const fmt = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" });
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function computeDateRange(
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period: DashboardPeriod,
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customDateFrom?: string,
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customDateTo?: string,
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): { dateFrom?: string; dateTo?: string } {
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if (period === "all") return {};
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if (period === "custom" && customDateFrom && customDateTo) {
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return { dateFrom: customDateFrom, dateTo: customDateTo };
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}
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const now = new Date();
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const year = now.getFullYear();
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const month = now.getMonth();
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const day = now.getDate();
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const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
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let from: Date;
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switch (period) {
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case "month": from = new Date(year, month, 1); break;
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case "3months": from = new Date(year, month - 2, 1); break;
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case "6months": from = new Date(year, month - 5, 1); break;
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case "year": from = new Date(year, 0, 1); break;
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case "12months": from = new Date(year, month - 11, 1); break;
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default: from = new Date(year, month, 1); break;
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}
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const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
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return { dateFrom, dateTo };
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}
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export default function DashboardPage() {
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const { t } = useTranslation();
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const { state, setPeriod, setCustomDates } = useDashboard();
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const { summary, categoryBreakdown, categoryOverTime, budgetVsActual, period, isLoading } = state;
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const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
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const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
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const toggleHidden = useCallback((name: string) => {
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setHiddenCategories((prev) => {
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const next = new Set(prev);
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if (next.has(name)) next.delete(name);
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else next.add(name);
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return next;
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});
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}, []);
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const showAll = useCallback(() => setHiddenCategories(new Set()), []);
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const viewDetails = useCallback((item: CategoryBreakdownItem) => {
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setDetailModal(item);
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}, []);
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const balance = summary.totalAmount;
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const balanceColor =
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balance > 0
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? "text-[var(--positive)]"
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: balance < 0
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? "text-[var(--negative)]"
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: "text-[var(--primary)]";
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const cards = [
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{
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labelKey: "dashboard.balance",
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value: fmt.format(balance),
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icon: Wallet,
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color: balanceColor,
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},
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{
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labelKey: "dashboard.income",
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value: fmt.format(summary.incomeTotal),
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icon: TrendingUp,
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color: "text-[var(--positive)]",
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},
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{
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labelKey: "dashboard.expenses",
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value: fmt.format(Math.abs(summary.expenseTotal)),
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icon: TrendingDown,
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color: "text-[var(--negative)]",
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},
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];
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const { dateFrom, dateTo } = computeDateRange(period, state.customDateFrom, state.customDateTo);
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return (
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<div className={isLoading ? "opacity-50 pointer-events-none" : ""}>
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<div className="relative flex flex-col sm:flex-row sm:items-center sm:justify-between gap-4 mb-6">
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<div className="flex items-center gap-3">
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<h1 className="text-2xl font-bold">{t("dashboard.title")}</h1>
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<PageHelp helpKey="dashboard" />
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</div>
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<PeriodSelector
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value={period}
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onChange={setPeriod}
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customDateFrom={state.customDateFrom}
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customDateTo={state.customDateTo}
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onCustomDateChange={setCustomDates}
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/>
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</div>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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{cards.map((card) => (
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<div
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key={card.labelKey}
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className="bg-[var(--card)] rounded-xl p-5 border border-[var(--border)] shadow-sm"
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>
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<div className="flex items-center justify-between mb-3">
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<span className="text-sm text-[var(--muted-foreground)]">
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{t(card.labelKey)}
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</span>
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<card.icon size={20} className={card.color} />
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</div>
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<p className="text-2xl font-semibold">{card.value}</p>
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</div>
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))}
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</div>
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<div className="grid grid-cols-1 lg:grid-cols-[1fr_2fr] gap-4 mb-6">
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<div>
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesByCategory")}</h2>
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<CategoryPieChart
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data={categoryBreakdown}
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hiddenCategories={hiddenCategories}
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onToggleHidden={toggleHidden}
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onShowAll={showAll}
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onViewDetails={viewDetails}
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/>
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</div>
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<div>
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.budgetVsActual")}</h2>
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<BudgetVsActualTable data={budgetVsActual} />
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</div>
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</div>
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<div className="mb-6">
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<h2 className="text-lg font-semibold mb-3">{t("dashboard.expensesOverTime")}</h2>
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<CategoryOverTimeChart
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data={categoryOverTime}
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hiddenCategories={hiddenCategories}
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onToggleHidden={toggleHidden}
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onShowAll={showAll}
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onViewDetails={viewDetails}
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/>
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</div>
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{detailModal && (
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<TransactionDetailModal
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categoryId={detailModal.category_id}
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categoryName={detailModal.category_name}
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categoryColor={detailModal.category_color}
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dateFrom={dateFrom}
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dateTo={dateTo}
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onClose={() => setDetailModal(null)}
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/>
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)}
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</div>
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);
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}
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