Files
personal-finance/frontend-web/src/pages/NetWorthPage.tsx
Alexander Zinn d3f5df403d Add invoice dialog and enhance Cashflow, Clients, Invoices, and Net Worth pages
- Introduced AddInvoiceDialog component for creating new invoices with client selection and form validation.
- Updated CashflowPage to include dialogs for adding income, expenses, and transactions, improving user interaction.
- Enhanced ClientsPage with a dialog for adding new clients, streamlining client management.
- Improved InvoicesPage with a dialog for creating new invoices, facilitating better invoice management.
- Updated NetWorthPage to include dialogs for adding assets and liabilities, enhancing financial tracking capabilities.
2025-12-07 11:44:50 -05:00

168 lines
8.0 KiB
TypeScript

import {useState} from 'react';
import {Card, CardContent, CardHeader, CardTitle} from '@/components/ui/card';
import {Button} from '@/components/ui/button';
import {useAppSelector} from '@/store';
import {AreaChart, Area, XAxis, YAxis, Tooltip, ResponsiveContainer} from 'recharts';
import {format} from 'date-fns';
import AddAssetDialog from '@/components/dialogs/AddAssetDialog';
import AddLiabilityDialog from '@/components/dialogs/AddLiabilityDialog';
export default function NetWorthPage() {
const [assetDialogOpen, setAssetDialogOpen] = useState(false);
const [liabilityDialogOpen, setLiabilityDialogOpen] = useState(false);
const {assets, liabilities, snapshots} = useAppSelector(state => state.netWorth);
const chartData = snapshots.map(s => ({
month: format(new Date(s.date), 'MMM'),
netWorth: s.netWorth,
}));
const totalAssets = assets.reduce((sum, a) => sum + a.value, 0);
const totalLiabilities = liabilities.reduce((sum, l) => sum + l.balance, 0);
const netWorth = totalAssets - totalLiabilities;
const fmt = (value: number) =>
new Intl.NumberFormat('en-US', {style: 'currency', currency: 'USD', maximumFractionDigits: 0}).format(value);
return (
<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>
<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>
{/* 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 */}
<Card className="card-elevated">
<CardHeader className="flex flex-row items-center justify-between p-3 pb-2">
<CardTitle className="text-sm font-medium">Assets</CardTitle>
<Button variant="ghost" size="sm" className="h-6 px-2 text-xs" onClick={() => setAssetDialogOpen(true)}>+ Add</Button>
</CardHeader>
<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>
<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 p-3 pb-2">
<CardTitle className="text-sm font-medium">Liabilities</CardTitle>
<Button variant="ghost" size="sm" className="h-6 px-2 text-xs" onClick={() => setLiabilityDialogOpen(true)}>+ Add</Button>
</CardHeader>
<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>
<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>
<AddAssetDialog open={assetDialogOpen} onOpenChange={setAssetDialogOpen} />
<AddLiabilityDialog open={liabilityDialogOpen} onOpenChange={setLiabilityDialogOpen} />
</div>
);
}