@pfm-platform/budgets-feature 0.2.0

package/dist/index.cjs

@@ -0,0 +1,122 @@
+'use strict';
+
+var react = require('react');
+var budgetsDataAccess = require('@pfm-platform/budgets-data-access');
+
+// src/hooks/useBudgetProgress.ts
+function useBudgetProgress(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = budgetsDataAccess.useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return react.useMemo(() => {
+    if (!data?.budgets || data.budgets.length === 0) {
+      return [];
+    }
+    return data.budgets.map((budget) => {
+      const spent = budget.spent || 0;
+      const budgetAmount = budget.budget_amount || 0;
+      const remaining = budgetAmount - spent;
+      const percentSpent = budgetAmount > 0 ? spent / budgetAmount * 100 : 0;
+      let state;
+      if (spent > budgetAmount) {
+        state = "over";
+      } else if (spent < budgetAmount) {
+        state = "under";
+      } else {
+        state = "risk";
+      }
+      return {
+        id: budget.id,
+        name: budget.name,
+        budgetAmount,
+        spent,
+        remaining,
+        percentSpent,
+        state
+      };
+    });
+  }, [data]);
+}
+function useBudgetSummary(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = budgetsDataAccess.useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return react.useMemo(() => {
+    if (!data?.budgets) {
+      return null;
+    }
+    const totalBudget = data.budgets.reduce(
+      (sum, budget) => sum + (budget.budget_amount || 0),
+      0
+    );
+    const totalSpent = data.budgets.reduce(
+      (sum, budget) => sum + (budget.spent || 0),
+      0
+    );
+    const totalRemaining = totalBudget - totalSpent;
+    const percentSpent = totalBudget > 0 ? totalSpent / totalBudget * 100 : 0;
+    let state;
+    if (totalSpent > totalBudget) {
+      state = "over";
+    } else if (totalSpent < totalBudget) {
+      state = "under";
+    } else {
+      state = "risk";
+    }
+    return {
+      totalBudgets: data.budgets.length,
+      totalBudget,
+      totalSpent,
+      totalRemaining,
+      percentSpent,
+      state,
+      hasBudgets: data.budgets.length > 0
+    };
+  }, [data]);
+}
+function useBudgetsByMonth(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = budgetsDataAccess.useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return react.useMemo(() => {
+    if (!data?.budgets || data.budgets.length === 0) {
+      return {};
+    }
+    const grouped = {};
+    data.budgets.forEach((budget) => {
+      const monthKey = `${budget.year}-${String(budget.month).padStart(2, "0")}`;
+      if (!grouped[monthKey]) {
+        grouped[monthKey] = {
+          totalBudget: 0,
+          totalSpent: 0,
+          state: "under",
+          budgetCount: 0
+        };
+      }
+      const month = grouped[monthKey];
+      month.totalBudget += budget.budget_amount || 0;
+      month.totalSpent += budget.spent || 0;
+      month.budgetCount += 1;
+      if (month.totalSpent > month.totalBudget) {
+        month.state = "over";
+      } else if (month.totalSpent < month.totalBudget) {
+        month.state = "under";
+      } else {
+        month.state = "risk";
+      }
+    });
+    return grouped;
+  }, [data]);
+}
+
+exports.useBudgetProgress = useBudgetProgress;
+exports.useBudgetSummary = useBudgetSummary;
+exports.useBudgetsByMonth = useBudgetsByMonth;
+//# sourceMappingURL=index.cjs.map
+//# sourceMappingURL=index.cjs.map

package/dist/index.cjs.map

@@ -0,0 +1 @@
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(spent / budgetAmount) * 100 : 0;\n\n      let state: 'under' | 'risk' | 'over';\n      if (spent > budgetAmount) {\n        state = 'over';\n      } else if (spent < budgetAmount) {\n        state = 'under';\n      } else {\n        state = 'risk';\n      }\n\n      return {\n        id: budget.id,\n        name: budget.name,\n        budgetAmount,\n        spent,\n        remaining,\n        percentSpent,\n        state,\n      };\n    });\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useBudgets } from '@pfm-platform/budgets-data-access';\n\nexport interface BudgetSummary {\n  totalBudgets: number;\n  totalBudget: number;\n  totalSpent: number;\n  totalRemaining: number;\n  percentSpent: number;\n  state: 'under' | 'risk' | 'over';\n  hasBudgets: boolean;\n}\n\nexport interface BudgetSummaryOptions {\n  userId: string;\n  start_date?: string;\n  end_date?: string;\n}\n\n/**\n * Calculate budget summary totals across all budgets\n * Replaces: budgetsStore.meta and budgetsStore.hasBudgets computed properties\n */\nexport function useBudgetSummary(\n  options: BudgetSummaryOptions\n): BudgetSummary | null {\n  const { userId, start_date, end_date } = options;\n\n  const { data } = useBudgets({\n    userId,\n    filters: { start_date, end_date },\n  });\n\n  return useMemo(() => {\n    if (!data?.budgets) {\n      return null;\n    }\n\n    const totalBudget = data.budgets.reduce(\n      (sum, budget) => sum + (budget.budget_amount || 0),\n      0\n    );\n    const totalSpent = data.budgets.reduce(\n      (sum, budget) => sum + (budget.spent || 0),\n      0\n    );\n    const totalRemaining = totalBudget - totalSpent;\n    const percentSpent = totalBudget > 0 ? (totalSpent / totalBudget) * 100 : 0;\n\n    let state: 'under' | 'risk' | 'over';\n    if (totalSpent > totalBudget) {\n      state = 'over';\n    } else if (totalSpent < totalBudget) {\n      state = 'under';\n    } else {\n      state = 'risk';\n    }\n\n    return {\n      totalBudgets: data.budgets.length,\n      totalBudget,\n      totalSpent,\n      totalRemaining,\n      percentSpent,\n      state,\n      hasBudgets: data.budgets.length > 0,\n    };\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useBudgets } from '@pfm-platform/budgets-data-access';\n\nexport interface MonthBudgetSummary {\n  totalBudget: number;\n  totalSpent: number;\n  state: 'under' | 'risk' | 'over';\n  budgetCount: number;\n}\n\nexport interface BudgetsByMonthOptions {\n  userId: string;\n  start_date?: string;\n  end_date?: string;\n}\n\n/**\n * Group budgets by month with summary statistics\n * Replaces: budgetsStore/List.js listByMonth computed property\n *\n * Returns a map of month keys (YYYY-MM format) to budget summaries\n */\nexport function useBudgetsByMonth(\n  options: BudgetsByMonthOptions\n): Record<string, MonthBudgetSummary> {\n  const { userId, start_date, end_date } = options;\n\n  const { data } = useBudgets({\n    userId,\n    filters: { start_date, end_date },\n  });\n\n  return useMemo(() => {\n    if (!data?.budgets || data.budgets.length === 0) {\n      return {};\n    }\n\n    const grouped: Record<string, MonthBudgetSummary> = {};\n\n    data.budgets.forEach((budget) => {\n      // Create month key in YYYY-MM format\n      const monthKey = `${budget.year}-${String(budget.month).padStart(2, '0')}`;\n\n      if (!grouped[monthKey]) {\n        grouped[monthKey] = {\n          totalBudget: 0,\n          totalSpent: 0,\n          state: 'under',\n          budgetCount: 0,\n        };\n      }\n\n      const month = grouped[monthKey];\n      month.totalBudget += budget.budget_amount || 0;\n      month.totalSpent += budget.spent || 0;\n      month.budgetCount += 1;\n\n      // Determine state\n      if (month.totalSpent > month.totalBudget) {\n        month.state = 'over';\n      } else if (month.totalSpent < month.totalBudget) {\n        month.state = 'under';\n      } else {\n        month.state = 'risk';\n      }\n    });\n\n    return grouped;\n  }, [data]);\n}\n"]}

package/dist/index.d.cts

@@ -0,0 +1,60 @@
+interface BudgetProgress {
+    id: number;
+    name: string;
+    budgetAmount: number;
+    spent: number;
+    remaining: number;
+    percentSpent: number;
+    state: 'under' | 'risk' | 'over';
+}
+interface BudgetProgressOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Calculate progress for each budget (spent vs budget amount)
+ * Replaces: budgetsStore/List.js listByMonth computed property
+ */
+declare function useBudgetProgress(options: BudgetProgressOptions): BudgetProgress[];
+
+interface BudgetSummary {
+    totalBudgets: number;
+    totalBudget: number;
+    totalSpent: number;
+    totalRemaining: number;
+    percentSpent: number;
+    state: 'under' | 'risk' | 'over';
+    hasBudgets: boolean;
+}
+interface BudgetSummaryOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Calculate budget summary totals across all budgets
+ * Replaces: budgetsStore.meta and budgetsStore.hasBudgets computed properties
+ */
+declare function useBudgetSummary(options: BudgetSummaryOptions): BudgetSummary | null;
+
+interface MonthBudgetSummary {
+    totalBudget: number;
+    totalSpent: number;
+    state: 'under' | 'risk' | 'over';
+    budgetCount: number;
+}
+interface BudgetsByMonthOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Group budgets by month with summary statistics
+ * Replaces: budgetsStore/List.js listByMonth computed property
+ *
+ * Returns a map of month keys (YYYY-MM format) to budget summaries
+ */
+declare function useBudgetsByMonth(options: BudgetsByMonthOptions): Record<string, MonthBudgetSummary>;
+
+export { type BudgetProgress, type BudgetProgressOptions, type BudgetSummary, type BudgetSummaryOptions, type BudgetsByMonthOptions, type MonthBudgetSummary, useBudgetProgress, useBudgetSummary, useBudgetsByMonth };

package/dist/index.d.ts

@@ -0,0 +1,60 @@
+interface BudgetProgress {
+    id: number;
+    name: string;
+    budgetAmount: number;
+    spent: number;
+    remaining: number;
+    percentSpent: number;
+    state: 'under' | 'risk' | 'over';
+}
+interface BudgetProgressOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Calculate progress for each budget (spent vs budget amount)
+ * Replaces: budgetsStore/List.js listByMonth computed property
+ */
+declare function useBudgetProgress(options: BudgetProgressOptions): BudgetProgress[];
+
+interface BudgetSummary {
+    totalBudgets: number;
+    totalBudget: number;
+    totalSpent: number;
+    totalRemaining: number;
+    percentSpent: number;
+    state: 'under' | 'risk' | 'over';
+    hasBudgets: boolean;
+}
+interface BudgetSummaryOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Calculate budget summary totals across all budgets
+ * Replaces: budgetsStore.meta and budgetsStore.hasBudgets computed properties
+ */
+declare function useBudgetSummary(options: BudgetSummaryOptions): BudgetSummary | null;
+
+interface MonthBudgetSummary {
+    totalBudget: number;
+    totalSpent: number;
+    state: 'under' | 'risk' | 'over';
+    budgetCount: number;
+}
+interface BudgetsByMonthOptions {
+    userId: string;
+    start_date?: string;
+    end_date?: string;
+}
+/**
+ * Group budgets by month with summary statistics
+ * Replaces: budgetsStore/List.js listByMonth computed property
+ *
+ * Returns a map of month keys (YYYY-MM format) to budget summaries
+ */
+declare function useBudgetsByMonth(options: BudgetsByMonthOptions): Record<string, MonthBudgetSummary>;
+
+export { type BudgetProgress, type BudgetProgressOptions, type BudgetSummary, type BudgetSummaryOptions, type BudgetsByMonthOptions, type MonthBudgetSummary, useBudgetProgress, useBudgetSummary, useBudgetsByMonth };

package/dist/index.js

@@ -0,0 +1,118 @@
+import { useMemo } from 'react';
+import { useBudgets } from '@pfm-platform/budgets-data-access';
+
+// src/hooks/useBudgetProgress.ts
+function useBudgetProgress(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return useMemo(() => {
+    if (!data?.budgets || data.budgets.length === 0) {
+      return [];
+    }
+    return data.budgets.map((budget) => {
+      const spent = budget.spent || 0;
+      const budgetAmount = budget.budget_amount || 0;
+      const remaining = budgetAmount - spent;
+      const percentSpent = budgetAmount > 0 ? spent / budgetAmount * 100 : 0;
+      let state;
+      if (spent > budgetAmount) {
+        state = "over";
+      } else if (spent < budgetAmount) {
+        state = "under";
+      } else {
+        state = "risk";
+      }
+      return {
+        id: budget.id,
+        name: budget.name,
+        budgetAmount,
+        spent,
+        remaining,
+        percentSpent,
+        state
+      };
+    });
+  }, [data]);
+}
+function useBudgetSummary(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return useMemo(() => {
+    if (!data?.budgets) {
+      return null;
+    }
+    const totalBudget = data.budgets.reduce(
+      (sum, budget) => sum + (budget.budget_amount || 0),
+      0
+    );
+    const totalSpent = data.budgets.reduce(
+      (sum, budget) => sum + (budget.spent || 0),
+      0
+    );
+    const totalRemaining = totalBudget - totalSpent;
+    const percentSpent = totalBudget > 0 ? totalSpent / totalBudget * 100 : 0;
+    let state;
+    if (totalSpent > totalBudget) {
+      state = "over";
+    } else if (totalSpent < totalBudget) {
+      state = "under";
+    } else {
+      state = "risk";
+    }
+    return {
+      totalBudgets: data.budgets.length,
+      totalBudget,
+      totalSpent,
+      totalRemaining,
+      percentSpent,
+      state,
+      hasBudgets: data.budgets.length > 0
+    };
+  }, [data]);
+}
+function useBudgetsByMonth(options) {
+  const { userId, start_date, end_date } = options;
+  const { data } = useBudgets({
+    userId,
+    filters: { start_date, end_date }
+  });
+  return useMemo(() => {
+    if (!data?.budgets || data.budgets.length === 0) {
+      return {};
+    }
+    const grouped = {};
+    data.budgets.forEach((budget) => {
+      const monthKey = `${budget.year}-${String(budget.month).padStart(2, "0")}`;
+      if (!grouped[monthKey]) {
+        grouped[monthKey] = {
+          totalBudget: 0,
+          totalSpent: 0,
+          state: "under",
+          budgetCount: 0
+        };
+      }
+      const month = grouped[monthKey];
+      month.totalBudget += budget.budget_amount || 0;
+      month.totalSpent += budget.spent || 0;
+      month.budgetCount += 1;
+      if (month.totalSpent > month.totalBudget) {
+        month.state = "over";
+      } else if (month.totalSpent < month.totalBudget) {
+        month.state = "under";
+      } else {
+        month.state = "risk";
+      }
+    });
+    return grouped;
+  }, [data]);
+}
+
+export { useBudgetProgress, useBudgetSummary, useBudgetsByMonth };
+//# sourceMappingURL=index.js.map
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -0,0 +1 @@
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(spent / budgetAmount) * 100 : 0;\n\n      let state: 'under' | 'risk' | 'over';\n      if (spent > budgetAmount) {\n        state = 'over';\n      } else if (spent < budgetAmount) {\n        state = 'under';\n      } else {\n        state = 'risk';\n      }\n\n      return {\n        id: budget.id,\n        name: budget.name,\n        budgetAmount,\n        spent,\n        remaining,\n        percentSpent,\n        state,\n      };\n    });\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useBudgets } from '@pfm-platform/budgets-data-access';\n\nexport interface BudgetSummary {\n  totalBudgets: number;\n  totalBudget: number;\n  totalSpent: number;\n  totalRemaining: number;\n  percentSpent: number;\n  state: 'under' | 'risk' | 'over';\n  hasBudgets: boolean;\n}\n\nexport interface BudgetSummaryOptions {\n  userId: string;\n  start_date?: string;\n  end_date?: string;\n}\n\n/**\n * Calculate budget summary totals across all budgets\n * Replaces: budgetsStore.meta and budgetsStore.hasBudgets computed properties\n */\nexport function useBudgetSummary(\n  options: BudgetSummaryOptions\n): BudgetSummary | null {\n  const { userId, start_date, end_date } = options;\n\n  const { data } = useBudgets({\n    userId,\n    filters: { start_date, end_date },\n  });\n\n  return useMemo(() => {\n    if (!data?.budgets) {\n      return null;\n    }\n\n    const totalBudget = data.budgets.reduce(\n      (sum, budget) => sum + (budget.budget_amount || 0),\n      0\n    );\n    const totalSpent = data.budgets.reduce(\n      (sum, budget) => sum + (budget.spent || 0),\n      0\n    );\n    const totalRemaining = totalBudget - totalSpent;\n    const percentSpent = totalBudget > 0 ? (totalSpent / totalBudget) * 100 : 0;\n\n    let state: 'under' | 'risk' | 'over';\n    if (totalSpent > totalBudget) {\n      state = 'over';\n    } else if (totalSpent < totalBudget) {\n      state = 'under';\n    } else {\n      state = 'risk';\n    }\n\n    return {\n      totalBudgets: data.budgets.length,\n      totalBudget,\n      totalSpent,\n      totalRemaining,\n      percentSpent,\n      state,\n      hasBudgets: data.budgets.length > 0,\n    };\n  }, [data]);\n}\n","import { useMemo } from 'react';\nimport { useBudgets } from '@pfm-platform/budgets-data-access';\n\nexport interface MonthBudgetSummary {\n  totalBudget: number;\n  totalSpent: number;\n  state: 'under' | 'risk' | 'over';\n  budgetCount: number;\n}\n\nexport interface BudgetsByMonthOptions {\n  userId: string;\n  start_date?: string;\n  end_date?: string;\n}\n\n/**\n * Group budgets by month with summary statistics\n * Replaces: budgetsStore/List.js listByMonth computed property\n *\n * Returns a map of month keys (YYYY-MM format) to budget summaries\n */\nexport function useBudgetsByMonth(\n  options: BudgetsByMonthOptions\n): Record<string, MonthBudgetSummary> {\n  const { userId, start_date, end_date } = options;\n\n  const { data } = useBudgets({\n    userId,\n    filters: { start_date, end_date },\n  });\n\n  return useMemo(() => {\n    if (!data?.budgets || data.budgets.length === 0) {\n      return {};\n    }\n\n    const grouped: Record<string, MonthBudgetSummary> = {};\n\n    data.budgets.forEach((budget) => {\n      // Create month key in YYYY-MM format\n      const monthKey = `${budget.year}-${String(budget.month).padStart(2, '0')}`;\n\n      if (!grouped[monthKey]) {\n        grouped[monthKey] = {\n          totalBudget: 0,\n          totalSpent: 0,\n          state: 'under',\n          budgetCount: 0,\n        };\n      }\n\n      const month = grouped[monthKey];\n      month.totalBudget += budget.budget_amount || 0;\n      month.totalSpent += budget.spent || 0;\n      month.budgetCount += 1;\n\n      // Determine state\n      if (month.totalSpent > month.totalBudget) {\n        month.state = 'over';\n      } else if (month.totalSpent < month.totalBudget) {\n        month.state = 'under';\n      } else {\n        month.state = 'risk';\n      }\n    });\n\n    return grouped;\n  }, [data]);\n}\n"]}

package/package.json

@@ -0,0 +1,60 @@
+{
+  "name": "@pfm-platform/budgets-feature",
+  "version": "0.2.0",
+  "type": "module",
+  "main": "./dist/index.js",
+  "types": "./dist/index.d.ts",
+  "dependencies": {
+    "react": "19.2.0",
+    "@pfm-platform/budgets-data-access": "0.2.0",
+    "@pfm-platform/shared": "0.1.0"
+  },
+  "devDependencies": {
+    "@tanstack/react-query": "5.90.9",
+    "@testing-library/react": "^16.3.0",
+    "@testing-library/user-event": "^14.6.1",
+    "@types/react": "^19.2.5",
+    "@vitejs/plugin-react": "^5.1.1",
+    "@vitest/coverage-v8": "^4.0.9",
+    "jsdom": "^27.2.0",
+    "react-dom": "19.2.0",
+    "typescript": "5.9.3",
+    "vitest": "4.0.9"
+  },
+  "module": "./dist/index.js",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js",
+      "require": "./dist/index.cjs"
+    }
+  },
+  "files": [
+    "dist",
+    "README.md"
+  ],
+  "description": "Personal Finance Management - BUDGETS feature layer",
+  "keywords": [
+    "pfm",
+    "finance",
+    "budgets",
+    "feature",
+    "react",
+    "typescript"
+  ],
+  "author": "Lenny Miller",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/lennylmiller/pfm-research",
+    "directory": "packages/budgets/feature"
+  },
+  "bugs": "https://github.com/lennylmiller/pfm-research/issues",
+  "homepage": "https://github.com/lennylmiller/pfm-research#readme",
+  "scripts": {
+    "test": "vitest run",
+    "test:watch": "vitest",
+    "test:ui": "vitest --ui",
+    "build": "tsup src/index.ts --format cjs,esm --dts --clean"
+  }
+}