Refactor and enhance various pages for improved UI and functionality

- Updated CashflowPage to streamline calculations and improve layout, including inline summaries for income, expenses, and savings.
- Refined ClientsPage to enhance client management with a more organized grid layout and improved client statistics display.
- Enhanced DebtsPage with a new view mode toggle and refined debt account presentation for better user experience.
- Improved InvoicesPage with a summary of overdue, sent, and draft invoices, along with a more detailed display of recent transactions.
- Updated NetWorthPage to include quick stats and a more visually appealing layout for assets and liabilities.
This commit is contained in:
2025-12-07 11:25:31 -05:00
parent da62b92557
commit 1761931a73
5 changed files with 390 additions and 520 deletions

View File

@@ -1,7 +1,7 @@
import {Card, CardContent, CardHeader, CardTitle} from '@/components/ui/card';
import {Button} from '@/components/ui/button';
import {useAppSelector} from '@/store';
import {AreaChart, Area, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer} from 'recharts';
import {AreaChart, Area, XAxis, YAxis, Tooltip, ResponsiveContainer} from 'recharts';
import {format} from 'date-fns';
export default function NetWorthPage() {
@@ -20,118 +20,137 @@ export default function NetWorthPage() {
new Intl.NumberFormat('en-US', {style: 'currency', currency: 'USD', maximumFractionDigits: 0}).format(value);
return (
<div className="p-6">
{/* Header */}
<div className="mb-5 flex items-center justify-between">
<h1 className="text-xl font-medium">Net Worth</h1>
<div className="p-4">
{/* Header + Summary inline */}
<div className="mb-4 flex items-center justify-between">
<div className="flex items-center gap-6">
<h1 className="text-lg font-semibold">Net Worth</h1>
<div className="flex gap-4 text-sm">
<div><span className="text-muted-foreground">Assets</span> <span className="font-medium">{fmt(totalAssets)}</span></div>
<div><span className="text-muted-foreground">Liabilities</span> <span className="font-medium">{fmt(totalLiabilities)}</span></div>
<div><span className="text-muted-foreground">Net</span> <span className="font-semibold text-base">{fmt(netWorth)}</span></div>
</div>
</div>
<Button size="sm">Record Snapshot</Button>
</div>
{/* Summary Cards */}
<div className="mb-5 grid grid-cols-3 gap-4">
<Card className="card-elevated">
<CardHeader className="pb-1 pt-3 px-4">
<p className="text-xs text-muted-foreground">Total Assets</p>
</CardHeader>
<CardContent className="pb-3 px-4">
<p className="text-xl font-semibold">{fmt(totalAssets)}</p>
<div className="grid grid-cols-3 gap-4">
{/* Chart - spans 2 cols */}
<Card className="card-elevated col-span-2">
<CardContent className="p-3">
<div className="h-[200px]">
<ResponsiveContainer width="100%" height="100%">
<AreaChart data={chartData}>
<defs>
<linearGradient id="netWorthGradient" x1="0" y1="0" x2="0" y2="1">
<stop offset="0%" stopColor="oklch(0.7 0.08 260)" stopOpacity={0.3} />
<stop offset="100%" stopColor="oklch(0.7 0.08 260)" stopOpacity={0} />
</linearGradient>
</defs>
<XAxis dataKey="month" stroke="oklch(0.5 0 0)" tick={{fill: 'oklch(0.5 0 0)', fontSize: 10}} axisLine={false} tickLine={false} />
<YAxis stroke="oklch(0.5 0 0)" tick={{fill: 'oklch(0.5 0 0)', fontSize: 10}} tickFormatter={v => `$${v / 1000}k`} axisLine={false} tickLine={false} width={45} />
<Tooltip
contentStyle={{background: 'oklch(0.28 0.01 260)', border: '1px solid oklch(1 0 0 / 0.1)', borderRadius: '6px', fontSize: 12}}
labelStyle={{color: 'oklch(0.9 0 0)'}}
formatter={(value: number) => [fmt(value), 'Net Worth']}
/>
<Area type="monotone" dataKey="netWorth" stroke="oklch(0.7 0.08 260)" strokeWidth={2} fill="url(#netWorthGradient)" />
</AreaChart>
</ResponsiveContainer>
</div>
</CardContent>
</Card>
<Card className="card-elevated">
<CardHeader className="pb-1 pt-3 px-4">
<p className="text-xs text-muted-foreground">Total Liabilities</p>
</CardHeader>
<CardContent className="pb-3 px-4">
<p className="text-xl font-semibold">{fmt(totalLiabilities)}</p>
</CardContent>
</Card>
<Card className="card-elevated">
<CardHeader className="pb-1 pt-3 px-4">
<p className="text-xs text-muted-foreground">Net Worth</p>
</CardHeader>
<CardContent className="pb-3 px-4">
<p className="text-xl font-semibold">{fmt(netWorth)}</p>
</CardContent>
</Card>
</div>
{/* Chart */}
<Card className="card-elevated mb-5">
<CardHeader className="pb-2 pt-3 px-4">
<CardTitle className="text-sm font-medium">Net Worth Over Time</CardTitle>
</CardHeader>
<CardContent className="px-4 pb-3">
<div className="h-[220px]">
<ResponsiveContainer width="100%" height="100%">
<AreaChart data={chartData}>
<defs>
<linearGradient id="netWorthGradient" x1="0" y1="0" x2="0" y2="1">
<stop offset="0%" stopColor="oklch(0.7 0 0)" stopOpacity={0.3} />
<stop offset="100%" stopColor="oklch(0.7 0 0)" stopOpacity={0} />
</linearGradient>
</defs>
<CartesianGrid strokeDasharray="3 3" stroke="oklch(0.26 0 0)" />
<XAxis dataKey="month" stroke="oklch(0.55 0 0)" tick={{fill: 'oklch(0.55 0 0)', fontSize: 11}} />
<YAxis stroke="oklch(0.55 0 0)" tick={{fill: 'oklch(0.55 0 0)', fontSize: 11}} tickFormatter={v => `$${v / 1000}k`} />
<Tooltip
contentStyle={{background: 'oklch(0.18 0 0)', border: '1px solid oklch(0.26 0 0)', borderRadius: '6px', fontSize: 12}}
labelStyle={{color: 'oklch(0.92 0 0)'}}
formatter={(value: number) => [fmt(value), 'Net Worth']}
/>
<Area type="monotone" dataKey="netWorth" stroke="oklch(0.85 0 0)" strokeWidth={2} fill="url(#netWorthGradient)" />
</AreaChart>
</ResponsiveContainer>
</div>
</CardContent>
</Card>
{/* Quick stats */}
<div className="space-y-3">
<Card className="card-elevated">
<CardContent className="p-3">
<p className="text-xs text-muted-foreground mb-1">Monthly Change</p>
<p className="text-lg font-semibold text-green-400">+$7,500</p>
</CardContent>
</Card>
<Card className="card-elevated">
<CardContent className="p-3">
<p className="text-xs text-muted-foreground mb-1">YTD Growth</p>
<p className="text-lg font-semibold">+23.8%</p>
</CardContent>
</Card>
<Card className="card-elevated">
<CardContent className="p-3">
<p className="text-xs text-muted-foreground mb-1">Accounts</p>
<p className="text-lg font-semibold">{assets.length + liabilities.length}</p>
</CardContent>
</Card>
</div>
{/* Assets & Liabilities */}
<div className="grid gap-4 md:grid-cols-2">
{/* Assets */}
<Card className="card-elevated">
<CardHeader className="flex flex-row items-center justify-between pb-2 pt-3 px-4">
<CardHeader className="flex flex-row items-center justify-between p-3 pb-2">
<CardTitle className="text-sm font-medium">Assets</CardTitle>
<Button variant="secondary" size="sm">Add</Button>
<Button variant="ghost" size="sm" className="h-6 px-2 text-xs">+ Add</Button>
</CardHeader>
<CardContent className="px-4 pb-3">
{assets.length === 0 ? (
<p className="text-sm text-muted-foreground py-2">No assets added yet</p>
) : (
<div className="divide-y divide-border rounded-md border border-border">
{assets.map(asset => (
<div key={asset.id} className="flex justify-between px-3 py-2">
<div>
<span className="text-sm">{asset.name}</span>
<span className="ml-2 text-xs text-muted-foreground capitalize">{asset.type}</span>
</div>
<span className="text-sm font-medium">{fmt(asset.value)}</span>
<CardContent className="p-3 pt-0">
<div className="space-y-1.5 max-h-[180px] overflow-y-auto">
{assets.map(asset => (
<div key={asset.id} className="flex justify-between text-sm py-1 border-b border-border last:border-0">
<div>
<span>{asset.name}</span>
<span className="ml-1.5 text-xs text-muted-foreground capitalize">{asset.type}</span>
</div>
))}
</div>
)}
<span className="font-medium">{fmt(asset.value)}</span>
</div>
))}
</div>
</CardContent>
</Card>
{/* Liabilities */}
<Card className="card-elevated">
<CardHeader className="flex flex-row items-center justify-between pb-2 pt-3 px-4">
<CardHeader className="flex flex-row items-center justify-between p-3 pb-2">
<CardTitle className="text-sm font-medium">Liabilities</CardTitle>
<Button variant="secondary" size="sm">Add</Button>
<Button variant="ghost" size="sm" className="h-6 px-2 text-xs">+ Add</Button>
</CardHeader>
<CardContent className="px-4 pb-3">
{liabilities.length === 0 ? (
<p className="text-sm text-muted-foreground py-2">No liabilities added yet</p>
) : (
<div className="divide-y divide-border rounded-md border border-border">
{liabilities.map(liability => (
<div key={liability.id} className="flex justify-between px-3 py-2">
<div>
<span className="text-sm">{liability.name}</span>
<span className="ml-2 text-xs text-muted-foreground capitalize">{liability.type.replace('_', ' ')}</span>
</div>
<span className="text-sm font-medium">{fmt(liability.balance)}</span>
<CardContent className="p-3 pt-0">
<div className="space-y-1.5 max-h-[180px] overflow-y-auto">
{liabilities.map(liability => (
<div key={liability.id} className="flex justify-between text-sm py-1 border-b border-border last:border-0">
<div>
<span>{liability.name}</span>
<span className="ml-1.5 text-xs text-muted-foreground capitalize">{liability.type.replace('_', ' ')}</span>
</div>
))}
</div>
)}
<span className="font-medium">{fmt(liability.balance)}</span>
</div>
))}
</div>
</CardContent>
</Card>
{/* Asset Allocation */}
<Card className="card-elevated">
<CardHeader className="p-3 pb-2">
<CardTitle className="text-sm font-medium">Allocation</CardTitle>
</CardHeader>
<CardContent className="p-3 pt-0">
<div className="space-y-2">
{['cash', 'investment', 'property', 'vehicle'].map(type => {
const total = assets.filter(a => a.type === type).reduce((s, a) => s + a.value, 0);
const pct = totalAssets > 0 ? (total / totalAssets) * 100 : 0;
if (total === 0) return null;
return (
<div key={type} className="flex items-center gap-2">
<div className="flex-1">
<div className="flex justify-between text-xs mb-0.5">
<span className="capitalize">{type}</span>
<span>{pct.toFixed(0)}%</span>
</div>
<div className="h-1 rounded-full bg-secondary overflow-hidden">
<div className="h-full bg-foreground/40" style={{width: `${pct}%`}} />
</div>
</div>
</div>
);
})}
</div>
</CardContent>
</Card>
</div>