Simpl-Resultat/src/components/reports/cards/SeasonalityCard.tsx
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feat(reports/cartes): new KPI dashboard sub-report with sparklines, top movers, budget adherence and seasonality (#97)
New /reports/cartes page surfaces a dashboard-style snapshot of the
reference month:

- 4 KPI cards (income / expenses / net / savings rate) showing MoM and
  YoY deltas simultaneously, each with a 13-month sparkline highlighting
  the reference month
- 12-month income vs expenses overlay chart (bars + net balance line)
- Top 5 category increases + top 5 decreases MoM, clickable through to
  the category zoom report
- Budget adherence card: on-target count + 3 worst overruns with
  progress bars
- Seasonality card: reference month vs same calendar month averaged
  over the two previous years, with deviation indicator

All data is fetched in a single getCartesSnapshot() service call that
runs four queries concurrently (25-month flow, MoM category deltas,
budget-vs-actual, seasonality). Missing months are filled with zeroes
in the sparklines but preserved as null in the MoM/YoY deltas so the UI
can distinguish "no data" from "zero spend".

- Exported pure helpers: shiftMonth, defaultCartesReferencePeriod
- 13 vitest cases covering zero data, MoM/YoY computation, January
  wrap-around, missing-month handling, division by zero for the
  savings rate, seasonality with and without history, top mover sign
  splitting and 5-cap

Note: src/components/reports/CompareReferenceMonthPicker.tsx is a
temporary duplicate — the canonical copy lives on the issue-96 branch
(refactor: compare report). Once both branches merge the content is
identical and git will dedupe. Keeping the local copy here means the
Cartes branch builds cleanly on main without depending on #96.

Closes #97

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 19:44:58 -04:00

106 lines
3.7 KiB
TypeScript

import { useTranslation } from "react-i18next";
import { CalendarClock } from "lucide-react";
import type { CartesSeasonality } from "../../../shared/types";
export interface SeasonalityCardProps {
seasonality: CartesSeasonality;
referenceYear: number;
referenceMonth: number;
}
function formatCurrency(amount: number, language: string): string {
return new Intl.NumberFormat(language === "fr" ? "fr-CA" : "en-CA", {
style: "currency",
currency: "CAD",
maximumFractionDigits: 0,
}).format(amount);
}
function formatPct(pct: number, language: string, signed = true): string {
return new Intl.NumberFormat(language === "fr" ? "fr-CA" : "en-CA", {
style: "percent",
maximumFractionDigits: 1,
signDisplay: signed ? "always" : "auto",
}).format(pct / 100);
}
function formatMonthYear(year: number, month: number, language: string): string {
return new Intl.DateTimeFormat(language === "fr" ? "fr-CA" : "en-CA", {
month: "long",
year: "numeric",
}).format(new Date(year, month - 1, 1));
}
export default function SeasonalityCard({
seasonality,
referenceYear,
referenceMonth,
}: SeasonalityCardProps) {
const { t, i18n } = useTranslation();
const language = i18n.language;
const { referenceAmount, historicalYears, historicalAverage, deviationPct } = seasonality;
const refLabel = formatMonthYear(referenceYear, referenceMonth, language);
return (
<div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-4 flex flex-col gap-3">
<div className="flex items-center gap-2">
<CalendarClock size={16} className="text-[var(--primary)]" />
<h3 className="text-sm font-medium text-[var(--foreground)]">
{t("reports.cartes.seasonalityTitle")}
</h3>
</div>
{historicalYears.length === 0 ? (
<div className="text-xs italic text-[var(--muted-foreground)] py-2">
{t("reports.cartes.seasonalityEmpty")}
</div>
) : (
<div className="flex flex-col gap-3">
<div className="flex items-baseline justify-between gap-3">
<span className="text-xs text-[var(--muted-foreground)]">{refLabel}</span>
<span className="text-lg font-bold tabular-nums text-[var(--foreground)]">
{formatCurrency(referenceAmount, language)}
</span>
</div>
<div className="flex flex-col gap-1 text-xs">
{historicalYears.map((y) => (
<div
key={y.year}
className="flex items-center justify-between text-[var(--muted-foreground)]"
>
<span>{y.year}</span>
<span className="tabular-nums">{formatCurrency(y.amount, language)}</span>
</div>
))}
{historicalAverage !== null && (
<div className="flex items-center justify-between border-t border-[var(--border)] pt-1 mt-1 text-[var(--foreground)]">
<span>{t("reports.cartes.seasonalityAverage")}</span>
<span className="tabular-nums font-medium">
{formatCurrency(historicalAverage, language)}
</span>
</div>
)}
</div>
{deviationPct !== null && (
<div
className={`text-xs font-medium ${
deviationPct > 5
? "text-[var(--negative)]"
: deviationPct < -5
? "text-[var(--positive)]"
: "text-[var(--muted-foreground)]"
}`}
>
{t("reports.cartes.seasonalityDeviation", {
pct: formatPct(deviationPct, language),
})}
</div>
)}
</div>
)}
</div>
);
}