- Added Capsule app icon and branding assets - Implemented dashboard customization panel with drag-and-drop interface - Added budget progress tracking and quick actions sections - Enhanced dashboard with clickable summary cards (Assets, Debt, Balance, Envelopes, Transactions) - Increased spacing between sections for better readability - Users can now show/hide and reorder dashboard sections - Fixed account balance normalization for liabilities - Improved analytics charts with visibility controls
650 lines
27 KiB
TypeScript
650 lines
27 KiB
TypeScript
'use client';
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import { useEffect, useState } from 'react';
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interface Account {
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id: string;
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name: string;
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type: 'checking' | 'savings' | 'credit_card' | 'mortgage' | 'investment' | 'loan';
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balance: number;
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institution?: string;
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accountNumber?: string;
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color: string;
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isActive: boolean;
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defaultPaycheckAmount?: number;
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}
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interface Envelope {
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id: string;
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name: string;
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allocated: number;
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spent: number;
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color: string;
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accountId: string;
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}
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interface Transaction {
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id: string;
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envelopeId?: string;
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amount: number;
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description: string;
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date: Date;
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accountId: string;
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}
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type DistributionMethod = 'proportional' | 'equal' | 'custom';
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type AllocationMap = Record<string, number>;
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interface PaycheckTemplate {
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amount: number;
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selectedAccountId: string;
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description: string;
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distributionMethod: DistributionMethod;
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customAllocations: AllocationMap;
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}
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interface GetPaidProps {
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accounts: Account[];
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envelopes: Envelope[];
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onIncomeAdded: (transactions: Transaction[]) => void;
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onAccountUpdate?: (account: Account) => void;
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autoOpen?: boolean;
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}
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export default function GetPaid({
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accounts,
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envelopes,
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onIncomeAdded,
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onAccountUpdate,
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autoOpen = false,
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}: GetPaidProps) {
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const [isOpen, setIsOpen] = useState(autoOpen);
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const [showPreview, setShowPreview] = useState(false);
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const [amount, setAmount] = useState('');
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const [selectedAccountId, setSelectedAccountId] = useState('');
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const [description, setDescription] = useState('Paycheck');
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const [distributionMethod, setDistributionMethod] = useState<DistributionMethod>('proportional');
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const [customAllocations, setCustomAllocations] = useState<AllocationMap>({});
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const [previewAllocations, setPreviewAllocations] = useState<AllocationMap>({});
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const [showDefaultAmountField, setShowDefaultAmountField] = useState(false);
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const [defaultAmountInput, setDefaultAmountInput] = useState('');
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const [saveTemplate, setSaveTemplate] = useState(false);
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const [savedTemplate, setSavedTemplate] = useState<PaycheckTemplate | null>(null);
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useEffect(() => {
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if (typeof window === 'undefined') return;
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const template = localStorage.getItem('paycheckTemplate');
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if (!template) return;
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try {
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const parsed = JSON.parse(template) as PaycheckTemplate;
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setSavedTemplate(parsed);
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} catch (error) {
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console.error('Error loading saved template', error);
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}
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}, []);
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const accountEnvelopes = selectedAccountId
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? envelopes.filter((env) => env.accountId === selectedAccountId)
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: [];
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const totalAllocated = accountEnvelopes.reduce((sum, env) => sum + env.allocated, 0);
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const calculateDistribution = (): AllocationMap => {
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const paycheckAmount = parseFloat(amount);
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if (!paycheckAmount || accountEnvelopes.length === 0) return {};
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if (distributionMethod === 'custom') {
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const sanitized: AllocationMap = {};
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accountEnvelopes.forEach((env) => {
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sanitized[env.id] = Math.max(0, customAllocations[env.id] || 0);
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});
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return sanitized;
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}
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const distribution: AllocationMap = {};
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if (distributionMethod === 'equal') {
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const equalAmount = paycheckAmount / accountEnvelopes.length;
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accountEnvelopes.forEach((env) => {
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distribution[env.id] = equalAmount;
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});
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return distribution;
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}
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accountEnvelopes.forEach((env) => {
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const proportion = totalAllocated > 0 ? env.allocated / totalAllocated : 0;
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distribution[env.id] = paycheckAmount * proportion;
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});
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return distribution;
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};
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const applySavedTemplate = () => {
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if (!savedTemplate) return;
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setAmount(savedTemplate.amount?.toString() || '');
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setSelectedAccountId(savedTemplate.selectedAccountId || '');
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setDescription(savedTemplate.description || 'Paycheck');
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setDistributionMethod(savedTemplate.distributionMethod || 'proportional');
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setCustomAllocations(savedTemplate.customAllocations || {});
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};
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const handleSubmit = (event: React.FormEvent) => {
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event.preventDefault();
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const paycheckAmount = parseFloat(amount);
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if (!paycheckAmount || !selectedAccountId) {
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alert('Please enter a valid amount and select an account');
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return;
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}
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if (paycheckAmount <= 0 || paycheckAmount > 999999999) {
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alert('Please enter a valid paycheck amount ($0 - $999,999,999)');
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return;
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}
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const distribution = calculateDistribution();
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setPreviewAllocations(distribution);
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setShowPreview(true);
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};
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const handleConfirmPaycheck = () => {
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const paycheckAmount = parseFloat(amount);
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if (!paycheckAmount || !selectedAccountId) return;
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const transactions: Transaction[] = [];
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transactions.push({
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id: crypto.randomUUID(),
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amount: paycheckAmount,
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description: description || 'Paycheck',
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date: new Date(),
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accountId: selectedAccountId,
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});
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Object.entries(previewAllocations).forEach(([envelopeId, allocatedAmount]) => {
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if (allocatedAmount > 0) {
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transactions.push({
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id: crypto.randomUUID(),
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envelopeId,
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amount: allocatedAmount,
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description: `${description} → ${envelopes.find((env) => env.id === envelopeId)?.name || 'Envelope'}`,
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date: new Date(),
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accountId: selectedAccountId,
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});
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}
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});
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if (saveTemplate && typeof window !== 'undefined') {
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const template: PaycheckTemplate = {
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amount: paycheckAmount,
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selectedAccountId,
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description,
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distributionMethod,
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customAllocations: previewAllocations,
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};
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localStorage.setItem('paycheckTemplate', JSON.stringify(template));
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setSavedTemplate(template);
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}
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onIncomeAdded(transactions);
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setIsOpen(false);
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setShowPreview(false);
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setAmount('');
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setSelectedAccountId('');
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setDescription('Paycheck');
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setCustomAllocations({});
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setPreviewAllocations({});
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setShowDefaultAmountField(false);
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setDefaultAmountInput('');
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setSaveTemplate(false);
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};
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const handleEditAllocation = (envelopeId: string, newAmount: string) => {
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const numAmount = parseFloat(newAmount);
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if (Number.isNaN(numAmount) || numAmount < 0) return;
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setPreviewAllocations((prev) => ({
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...prev,
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[envelopeId]: numAmount,
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}));
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};
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const handleSetDefaultAmount = () => {
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const defaultAmount = parseFloat(defaultAmountInput);
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if (!defaultAmount || defaultAmount <= 0) {
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alert('Please enter a valid default amount');
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return;
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}
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const selectedAccount = accounts.find((acc) => acc.id === selectedAccountId);
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if (!selectedAccount) return;
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const updatedAccount = { ...selectedAccount, defaultPaycheckAmount: defaultAmount };
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if (onAccountUpdate) {
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onAccountUpdate(updatedAccount);
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alert(`Default paycheck amount set to $${defaultAmount.toFixed(2)} for this account`);
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setShowDefaultAmountField(false);
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setDefaultAmountInput('');
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} else {
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alert('Unable to save default amount - account update not available');
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}
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};
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const handleUseDefaultAmount = () => {
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const selectedAccount = accounts.find((acc) => acc.id === selectedAccountId);
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if (selectedAccount?.defaultPaycheckAmount) {
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setAmount(selectedAccount.defaultPaycheckAmount.toString());
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}
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};
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const distribution = calculateDistribution();
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const numericAmount = parseFloat(amount || '0') || 0;
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const totalDistributed = Object.values(distribution).reduce((sum, value) => sum + value, 0);
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const remaining = numericAmount - totalDistributed;
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return (
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<>
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{!autoOpen && (
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<button
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onClick={() => setIsOpen(true)}
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className="text-white px-4 py-2 rounded-md hover:opacity-90 flex items-center space-x-2 transition-opacity"
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style={{ backgroundColor: 'var(--color-finance-green)' }}
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>
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<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path
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strokeLinecap="round"
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strokeLinejoin="round"
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strokeWidth={2}
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d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1"
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/>
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</svg>
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<span>Get Paid</span>
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</button>
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)}
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{isOpen && (
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<div className="fixed inset-0 bg-black bg-opacity-50 flex items-center justify-center z-50 p-4">
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<div className="bg-white rounded-lg p-6 max-w-2xl w-full max-h-[90vh] overflow-y-auto">
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<h3 className="text-xl font-bold text-gray-900 mb-4">Record Paycheck</h3>
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{savedTemplate && (
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<div className="rounded-lg p-3 mb-4 border" style={{ backgroundColor: 'rgba(30, 115, 190, 0.05)', borderColor: 'var(--color-cloud-blue)' }}>
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<div className="flex items-center justify-between">
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<div>
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<p className="text-sm font-medium text-gray-900">Saved Template Available</p>
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<p className="text-xs text-gray-600">
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Amount: ${savedTemplate.amount?.toFixed(2)} • {savedTemplate.description}
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</p>
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</div>
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<button
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type="button"
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onClick={applySavedTemplate}
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className="px-3 py-1 text-sm text-white rounded hover:opacity-90 whitespace-nowrap transition-opacity"
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style={{ backgroundColor: 'var(--color-primary-blue)' }}
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>
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Use Template
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</button>
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</div>
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</div>
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)}
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<form onSubmit={handleSubmit} className="space-y-6">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-1">Paycheck Amount</label>
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<div className="relative">
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<span className="absolute left-3 top-1/2 transform -translate-y-1/2 text-gray-500">$</span>
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<input
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type="number"
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step="0.01"
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value={amount}
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onChange={(event) => setAmount(event.target.value)}
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className="w-full pl-8 pr-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 bg-white text-gray-900 placeholder-gray-400"
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placeholder="0.00"
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required
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/>
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</div>
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{selectedAccountId &&
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accounts.find((acc) => acc.id === selectedAccountId)?.defaultPaycheckAmount && (
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<button
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type="button"
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onClick={handleUseDefaultAmount}
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className="mt-1 text-sm text-blue-600 hover:text-blue-800"
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>
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Use default: $
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{accounts
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.find((acc) => acc.id === selectedAccountId)
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?.defaultPaycheckAmount?.toFixed(2)}
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</button>
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)}
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{selectedAccountId && (
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<button
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type="button"
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onClick={() => setShowDefaultAmountField(!showDefaultAmountField)}
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className="mt-1 ml-2 text-sm text-gray-600 hover:text-gray-800"
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>
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{showDefaultAmountField ? 'Cancel' : 'Set default amount'}
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</button>
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)}
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{showDefaultAmountField && (
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<div className="mt-2 flex space-x-2">
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<div className="relative flex-1">
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<span className="absolute left-3 top-1/2 transform -translate-y-1/2 text-gray-500 text-sm">$</span>
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<input
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type="number"
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step="0.01"
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value={defaultAmountInput}
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onChange={(event) => setDefaultAmountInput(event.target.value)}
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className="w-full pl-8 pr-3 py-1 text-sm border border-gray-300 rounded bg-white text-gray-900 placeholder-gray-400"
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placeholder="0.00"
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/>
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</div>
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<button
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type="button"
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onClick={handleSetDefaultAmount}
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className="px-3 py-1 text-sm text-white rounded hover:opacity-90 transition-opacity"
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style={{ backgroundColor: 'var(--color-primary-blue)' }}
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>
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Set
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</button>
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</div>
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)}
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</div>
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-1">Deposit Account</label>
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<select
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value={selectedAccountId}
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onChange={(event) => setSelectedAccountId(event.target.value)}
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className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 bg-white text-gray-900"
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required
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>
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<option value="">Select account...</option>
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{accounts.map((account) => (
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<option key={account.id} value={account.id}>
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{account.name} ({account.type.replace('_', ' ')})
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</option>
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))}
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</select>
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</div>
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</div>
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-1">Description</label>
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<input
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type="text"
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value={description}
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onChange={(event) => setDescription(event.target.value)}
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className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 bg-white text-gray-900 placeholder-gray-400"
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placeholder="Paycheck description"
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/>
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</div>
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<div className="flex items-center">
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<input
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type="checkbox"
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id="saveTemplate"
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checked={saveTemplate}
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onChange={(event) => setSaveTemplate(event.target.checked)}
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className="mr-2"
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/>
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<label htmlFor="saveTemplate" className="text-sm text-gray-700">
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Save this information to use next time
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</label>
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</div>
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{selectedAccountId && accountEnvelopes.length > 0 && (
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<>
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<div>
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<label className="block text-sm font-medium text-gray-800 mb-2">Income Distribution Method</label>
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<div className="space-y-2 text-gray-900">
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<label className="flex items-center gap-2">
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<input
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type="radio"
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value="proportional"
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checked={distributionMethod === 'proportional'}
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onChange={(event) =>
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setDistributionMethod(event.target.value as DistributionMethod)
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}
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className="accent-blue-600"
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/>
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<span className="text-sm font-medium">Proportional to envelope allocations</span>
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</label>
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<label className="flex items-center gap-2">
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<input
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type="radio"
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value="equal"
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checked={distributionMethod === 'equal'}
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onChange={(event) => setDistributionMethod(event.target.value as DistributionMethod)}
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className="accent-blue-600"
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/>
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<span className="text-sm font-medium">Equal distribution to all envelopes</span>
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</label>
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<label className="flex items-center gap-2">
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<input
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type="radio"
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value="custom"
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checked={distributionMethod === 'custom'}
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onChange={(event) => setDistributionMethod(event.target.value as DistributionMethod)}
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className="accent-blue-600"
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/>
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<span className="text-sm font-medium">Custom amounts</span>
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</label>
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</div>
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</div>
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<div className="bg-gray-50 rounded-lg p-4">
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<h4 className="font-medium text-gray-900 mb-3">Income Distribution Preview</h4>
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<div className="space-y-2">
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{accountEnvelopes.map((envelope) => {
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const allocatedAmount = distribution[envelope.id] || 0;
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const percentage = numericAmount > 0 ? (allocatedAmount / numericAmount) * 100 : 0;
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return (
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<div key={envelope.id} className="flex items-center justify-between">
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<div className="flex items-center space-x-2">
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<div className={`w-3 h-3 rounded-full ${envelope.color}`}></div>
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<span className="text-sm text-gray-700">{envelope.name}</span>
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</div>
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<div className="flex items-center space-x-2">
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{distributionMethod === 'custom' ? (
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<input
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type="number"
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step="0.01"
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value={customAllocations[envelope.id] ?? ''}
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onChange={(event) =>
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setCustomAllocations((prev) => ({
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...prev,
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[envelope.id]: parseFloat(event.target.value) || 0,
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}))
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}
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className="w-20 px-2 py-1 text-sm border border-gray-300 rounded bg-white text-gray-900 placeholder-gray-400"
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placeholder="0.00"
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/>
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) : (
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<span className="text-sm font-semibold text-gray-900">${allocatedAmount.toFixed(2)}</span>
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)}
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<span className="text-xs font-semibold text-gray-700">({percentage.toFixed(1)}%)</span>
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</div>
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</div>
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);
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})}
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</div>
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<div className="mt-3 pt-3 border-t border-gray-200">
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<div className="flex justify-between text-sm">
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<span className="font-medium">Total Distributed:</span>
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<span className={`font-medium ${Math.abs(remaining) < 0.01 ? 'text-green-600' : 'text-red-600'}`}>
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${totalDistributed.toFixed(2)}
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</span>
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</div>
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{Math.abs(remaining) >= 0.01 && (
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<div className="flex justify-between text-sm">
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<span className="font-medium">Remaining:</span>
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<span className={`font-medium ${remaining >= 0 ? 'text-orange-600' : 'text-red-600'}`}>
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${remaining.toFixed(2)}
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</span>
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</div>
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)}
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</div>
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</div>
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</>
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)}
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{selectedAccountId && accountEnvelopes.length === 0 && (
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<div className="rounded-lg border border-dashed p-4 text-sm text-gray-700" style={{ borderColor: 'var(--color-cloud-blue)' }}>
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No envelopes are linked to this account. Create envelopes for this account to distribute income here.
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</div>
|
|
)}
|
|
|
|
<div className="flex justify-end space-x-3 pt-4 border-t">
|
|
<button
|
|
type="button"
|
|
onClick={() => setIsOpen(false)}
|
|
className="px-4 py-2 text-gray-600 hover:text-gray-800"
|
|
>
|
|
Cancel
|
|
</button>
|
|
<button
|
|
type="submit"
|
|
disabled={!amount || !selectedAccountId || (accountEnvelopes.length > 0 && Math.abs(remaining) >= 0.01)}
|
|
className="px-4 py-2 text-white rounded-md hover:opacity-90 disabled:opacity-50 disabled:cursor-not-allowed transition-opacity"
|
|
style={{ backgroundColor: 'var(--color-finance-green)' }}
|
|
>
|
|
Review & Confirm
|
|
</button>
|
|
</div>
|
|
</form>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{showPreview && (
|
|
<div className="fixed inset-0 bg-black bg-opacity-50 flex items-center justify-center z-50 p-4">
|
|
<div className="bg-white rounded-lg p-6 max-w-2xl w-full max-h-[90vh] overflow-y-auto">
|
|
<h3 className="text-xl font-bold text-gray-900 mb-4">Confirm Paycheck Allocation</h3>
|
|
|
|
<div className="mb-6">
|
|
<div className="rounded-lg p-4 border" style={{ backgroundColor: 'rgba(30, 115, 190, 0.05)', borderColor: 'var(--color-cloud-blue)' }}>
|
|
<div className="flex justify-between items-center">
|
|
<span className="text-sm font-medium text-gray-700">Paycheck Amount:</span>
|
|
<span className="text-2xl font-bold text-blue-600">${numericAmount.toFixed(2)}</span>
|
|
</div>
|
|
<div className="flex justify-between items-center mt-2">
|
|
<span className="text-sm text-gray-600">Deposit to:</span>
|
|
<span className="text-sm font-medium text-gray-900">
|
|
{accounts.find((acc) => acc.id === selectedAccountId)?.name}
|
|
</span>
|
|
</div>
|
|
{description && (
|
|
<div className="flex justify-between items-center mt-1">
|
|
<span className="text-sm text-gray-600">Description:</span>
|
|
<span className="text-sm text-gray-900">{description}</span>
|
|
</div>
|
|
)}
|
|
</div>
|
|
</div>
|
|
|
|
<h4 className="font-semibold text-gray-900 mb-3">Envelope Allocations</h4>
|
|
<p className="text-sm text-gray-600 mb-4">Review and adjust how this paycheck will be distributed:</p>
|
|
|
|
<div className="space-y-3 mb-6">
|
|
{accountEnvelopes.map((envelope) => {
|
|
const allocatedAmount = previewAllocations[envelope.id] || 0;
|
|
const percentage = numericAmount > 0 ? (allocatedAmount / numericAmount) * 100 : 0;
|
|
|
|
return (
|
|
<div key={envelope.id} className="bg-gray-50 rounded-lg p-3">
|
|
<div className="flex items-center justify-between mb-2">
|
|
<div className="flex items-center space-x-2">
|
|
<div className={`w-4 h-4 rounded-full ${envelope.color}`}></div>
|
|
<span className="font-medium text-gray-900">{envelope.name}</span>
|
|
</div>
|
|
<span className="text-xs text-gray-500">{percentage.toFixed(1)}% of paycheck</span>
|
|
</div>
|
|
<div className="flex items-center space-x-2">
|
|
<span className="text-sm text-gray-700 font-medium">Amount:</span>
|
|
<div className="relative flex-1">
|
|
<span className="absolute left-3 top-1/2 transform -translate-y-1/2 text-gray-600 font-semibold">$</span>
|
|
<input
|
|
type="number"
|
|
step="0.01"
|
|
value={allocatedAmount.toFixed(2)}
|
|
onChange={(event) => handleEditAllocation(envelope.id, event.target.value)}
|
|
className="w-full pl-8 pr-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 bg-white text-gray-900"
|
|
/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
);
|
|
})}
|
|
</div>
|
|
|
|
<div className="rounded-lg p-4 mb-6 border" style={{ backgroundColor: 'rgba(40, 167, 69, 0.05)', borderColor: 'var(--color-finance-green)' }}>
|
|
<div className="flex justify-between items-center">
|
|
<span className="font-semibold text-gray-900">Total Allocated:</span>
|
|
<span className="text-xl font-bold" style={{ color: 'var(--color-finance-green)' }}>
|
|
${Object.values(previewAllocations).reduce((sum, value) => sum + value, 0).toFixed(2)}
|
|
</span>
|
|
</div>
|
|
{(() => {
|
|
const totalAllocatedPreview = Object.values(previewAllocations).reduce(
|
|
(sum, value) => sum + value,
|
|
0,
|
|
);
|
|
const remainingAmount = numericAmount - totalAllocatedPreview;
|
|
|
|
if (Math.abs(remainingAmount) >= 0.01) {
|
|
return (
|
|
<div className="flex justify-between items-center mt-2">
|
|
<span className="text-sm text-gray-600">Unallocated:</span>
|
|
<span
|
|
className={`text-sm font-medium ${remainingAmount >= 0 ? 'text-orange-600' : 'text-red-600'}`}
|
|
>
|
|
${remainingAmount.toFixed(2)} {remainingAmount < 0 && '(over allocated!)'}
|
|
</span>
|
|
</div>
|
|
);
|
|
}
|
|
|
|
return null;
|
|
})()}
|
|
</div>
|
|
|
|
<div className="flex justify-end space-x-3 pt-4 border-t">
|
|
<button
|
|
type="button"
|
|
onClick={() => setShowPreview(false)}
|
|
className="px-4 py-2 text-gray-600 hover:text-gray-800"
|
|
>
|
|
Go Back
|
|
</button>
|
|
<button
|
|
type="button"
|
|
onClick={handleConfirmPaycheck}
|
|
disabled={(() => {
|
|
const totalAllocatedPreview = Object.values(previewAllocations).reduce(
|
|
(sum, value) => sum + value,
|
|
0,
|
|
);
|
|
const remainingAmount = numericAmount - totalAllocatedPreview;
|
|
return Math.abs(remainingAmount) >= 0.01;
|
|
})()}
|
|
className="px-4 py-2 text-white rounded-md hover:opacity-90 disabled:opacity-50 disabled:cursor-not-allowed transition-opacity"
|
|
style={{ backgroundColor: 'var(--color-finance-green)' }}
|
|
>
|
|
Confirm & Apply Paycheck
|
|
</button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)}
|
|
</>
|
|
);
|
|
}
|
|
|