@pfm-platform/budgets-ui-mui 0.1.1 → 0.2.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.cjs +684 -16
- package/dist/index.cjs.map +1 -1
- package/dist/index.d.cts +393 -18
- package/dist/index.d.ts +393 -18
- package/dist/index.js +684 -20
- package/dist/index.js.map +1 -1
- package/package.json +11 -12
package/dist/index.js
CHANGED
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@@ -1,21 +1,21 @@
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1
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-
import { Card, CardContent, Typography, List, ListItem, Box, Chip, LinearProgress, Grid, Paper, TextField, Alert, Button, CircularProgress, Dialog, DialogTitle, DialogContent, DialogActions, Tooltip, IconButton, DialogContentText, FormControl, InputLabel, Select, MenuItem, useTheme, alpha, Divider } from '@mui/material';
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1
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import { Card, CardContent, Typography, List, ListItem, Box, Chip, LinearProgress, Grid, Paper, TextField, Alert, Button, CircularProgress, Dialog, DialogTitle, DialogContent, DialogActions, Tooltip, IconButton, DialogContentText, FormControl, InputLabel, Select, MenuItem, useTheme, alpha, Divider, Stepper, Step, StepLabel, Autocomplete } from '@mui/material';
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import { useBudgetProgress, useBudgetSummary } from '@pfm-platform/budgets-feature';
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import { jsx, jsxs, Fragment } from 'react/jsx-runtime';
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import { useState, useMemo, useEffect } from 'react';
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import { useState, useMemo, useEffect, createElement } from 'react';
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import { useCreateBudget, useUpdateBudget, useDeleteBudget } from '@pfm-platform/budgets-data-access';
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import DeleteIcon from '@mui/icons-material/Delete';
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import { Warning, TrendingUp, TrendingDown, ExpandMore, CheckCircle } from '@mui/icons-material';
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import { Warning, TrendingUp, TrendingDown, ExpandMore, Info, LocalOffer, Add, CheckCircle, Error as Error$1 } from '@mui/icons-material';
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// src/components/BudgetList.tsx
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function BudgetList({
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userId,
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-
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month,
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year,
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title = "Budgets",
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currencySymbol = "$",
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maxItems
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}) {
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const budgets = useBudgetProgress({ userId,
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const budgets = useBudgetProgress({ userId, month, year });
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if (!budgets) {
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return /* @__PURE__ */ jsx(Card, { children: /* @__PURE__ */ jsxs(CardContent, { children: [
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/* @__PURE__ */ jsx(Typography, { variant: "h6", gutterBottom: true, children: title }),
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@@ -78,12 +78,12 @@ function BudgetList({
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}
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function BudgetSummary({
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userId,
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-
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month,
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year,
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title = "Budget Summary",
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currencySymbol = "$"
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}) {
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const summary = useBudgetSummary({ userId,
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const summary = useBudgetSummary({ userId, month, year });
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if (!summary) {
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return /* @__PURE__ */ jsx(Card, { children: /* @__PURE__ */ jsxs(CardContent, { children: [
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/* @__PURE__ */ jsx(Typography, { variant: "h6", gutterBottom: true, children: title }),
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@@ -205,13 +205,16 @@ function BudgetCreateForm({
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setError("At least one tag is required");
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return;
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}
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const now = /* @__PURE__ */ new Date();
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const data = {
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user_id: userId,
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name: name.trim(),
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month: now.getMonth() + 1,
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year: now.getFullYear(),
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budget_amount: amount,
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tag_names: tags,
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show_on_dashboard: true
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};
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createBudget.mutate({ userId, data });
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createBudget.mutate({ userId, data, tagNames: tags });
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};
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return /* @__PURE__ */ jsxs(Paper, { sx: { p: 3 }, children: [
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/* @__PURE__ */ jsx(Typography, { variant: "h6", gutterBottom: true, children: "Create Budget" }),
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@@ -304,7 +307,7 @@ function BudgetEditForm({
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}) {
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const [name, setName] = useState(budget.name);
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const [budgetAmount, setBudgetAmount] = useState(budget.budget_amount.toString());
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const [tagNames, setTagNames] = useState(budget.
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const [tagNames, setTagNames] = useState(budget.budget_tags.map((bt) => bt.tag_name).join(", "));
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const [error, setError] = useState(null);
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const updateBudget = useUpdateBudget({
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onSuccess: () => {
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@@ -335,10 +338,9 @@ function BudgetEditForm({
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id: budget.id,
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name: name.trim(),
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budget_amount: amount,
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tag_names: tags,
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show_on_dashboard: true
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};
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updateBudget.mutate({ userId, budgetId: budget.id, data });
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updateBudget.mutate({ userId, budgetId: budget.id, data, tagNames: tags });
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};
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const handleClose = () => {
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if (!updateBudget.isPending) {
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@@ -519,10 +521,10 @@ function BudgetProgressCard({
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/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", justifyContent: "space-between", alignItems: "flex-start", mb: 2 }, children: [
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/* @__PURE__ */ jsxs(Box, { children: [
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/* @__PURE__ */ jsx(Typography, { variant: "h6", gutterBottom: true, children: budget.name }),
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budget.
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budget.budget_tags.length > 0 && /* @__PURE__ */ jsx(
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Chip,
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{
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label: budget.
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label: budget.budget_tags[0].tag_name,
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size: "small",
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variant: "outlined",
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sx: { mb: 1 }
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@@ -624,8 +626,8 @@ function BudgetProgressList({
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const categories = useMemo(() => {
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const uniqueCategories = /* @__PURE__ */ new Set();
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budgets.forEach((budget) => {
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budget.
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uniqueCategories.add(
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budget.budget_tags.forEach((bt) => {
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uniqueCategories.add(bt.tag_name);
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});
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});
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return Array.from(uniqueCategories).sort();
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@@ -638,7 +640,7 @@ function BudgetProgressList({
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if (statusFilter === "on-track" && percentage > 70) return false;
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if (statusFilter === "warning" && (percentage <= 70 || percentage > 90)) return false;
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if (statusFilter === "over-budget" && percentage <= 90) return false;
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if (categoryFilter !== "all" && !budget.
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if (categoryFilter !== "all" && !budget.budget_tags.some((bt) => bt.tag_name === categoryFilter)) return false;
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return true;
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});
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}, [budgets, spentByBudget, statusFilter, categoryFilter]);
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@@ -1084,7 +1086,669 @@ function BudgetInsightDialog({
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}
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);
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}
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function getStateConfig(state, theme) {
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switch (state) {
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case "under":
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return {
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color: theme.palette.success.main,
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bgColor: alpha(theme.palette.success.main, 0.1),
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icon: /* @__PURE__ */ jsx(TrendingDown, {}),
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label: "Under Budget",
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chipColor: "success"
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};
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case "on-track":
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return {
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color: theme.palette.info.main,
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bgColor: alpha(theme.palette.info.main, 0.1),
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icon: /* @__PURE__ */ jsx(CheckCircle, {}),
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label: "On Track",
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chipColor: "info"
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};
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case "over":
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return {
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color: theme.palette.warning.main,
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bgColor: alpha(theme.palette.warning.main, 0.1),
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icon: /* @__PURE__ */ jsx(Warning, {}),
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label: "Over Budget",
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chipColor: "warning"
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};
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case "critical":
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return {
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color: theme.palette.error.main,
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bgColor: alpha(theme.palette.error.main, 0.1),
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icon: /* @__PURE__ */ jsx(Error$1, {}),
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label: "Critical",
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chipColor: "error"
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};
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}
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}
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function getSizeConfig(size) {
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switch (size) {
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case "small":
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return {
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iconSize: 16,
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fontSize: "0.75rem",
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spacing: 0.5
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};
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case "medium":
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return {
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iconSize: 20,
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fontSize: "0.875rem",
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spacing: 1
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};
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case "large":
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return {
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iconSize: 24,
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fontSize: "1rem",
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spacing: 1.5
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};
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}
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}
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function BudgetStateIndicator({
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state,
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percentage,
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variant = "chip",
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size = "medium",
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showPercentage = true,
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showLabel = true,
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customLabel
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}) {
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const theme = useTheme();
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const config = getStateConfig(state, theme);
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const sizeConfig = getSizeConfig(size);
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const label = customLabel || config.label;
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const displayText = showPercentage ? `${label} (${percentage.toFixed(0)}%)` : label;
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if (variant === "chip") {
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return /* @__PURE__ */ jsx(
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Chip,
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{
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"data-testid": "budget-state-indicator",
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icon: config.icon,
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label: displayText,
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color: config.chipColor,
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size: size === "large" ? "medium" : "small",
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sx: {
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fontSize: sizeConfig.fontSize,
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fontWeight: "medium"
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}
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}
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);
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}
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if (variant === "inline") {
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return /* @__PURE__ */ jsxs(
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Box,
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{
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"data-testid": "budget-state-indicator",
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sx: {
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display: "inline-flex",
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alignItems: "center",
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gap: sizeConfig.spacing,
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color: config.color
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},
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children: [
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/* @__PURE__ */ jsx(
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Box,
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{
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sx: {
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display: "flex",
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alignItems: "center",
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fontSize: sizeConfig.iconSize
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},
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children: config.icon
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}
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),
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showLabel && /* @__PURE__ */ jsx(
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Typography,
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{
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component: "span",
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sx: {
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fontSize: sizeConfig.fontSize,
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fontWeight: "medium"
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},
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children: displayText
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}
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)
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]
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}
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);
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}
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return /* @__PURE__ */ jsxs(
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Box,
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{
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"data-testid": "budget-state-indicator",
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sx: {
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display: "flex",
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alignItems: "center",
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gap: sizeConfig.spacing * 2,
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p: sizeConfig.spacing * 2,
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bgcolor: config.bgColor,
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borderRadius: 1,
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borderLeft: `4px solid ${config.color}`
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},
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children: [
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/* @__PURE__ */ jsx(
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Box,
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{
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sx: {
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color: config.color,
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display: "flex",
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alignItems: "center",
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fontSize: sizeConfig.iconSize * 1.5
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},
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children: config.icon
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}
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),
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/* @__PURE__ */ jsxs(Box, { sx: { flex: 1 }, children: [
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showLabel && /* @__PURE__ */ jsx(
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Typography,
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{
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variant: "subtitle2",
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sx: {
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color: config.color,
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fontWeight: "bold",
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fontSize: sizeConfig.fontSize
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},
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children: label
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}
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),
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showPercentage && /* @__PURE__ */ jsxs(
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Typography,
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{
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variant: "body2",
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color: "text.secondary",
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sx: { fontSize: sizeConfig.fontSize },
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children: [
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percentage.toFixed(1),
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"% of budget used"
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]
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}
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)
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] })
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]
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}
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);
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}
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var defaultCurrencyFormatter3 = (value) => {
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return new Intl.NumberFormat("en-US", {
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style: "currency",
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currency: "USD",
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minimumFractionDigits: 0,
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maximumFractionDigits: 0
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+
}).format(value);
|
|
1278
|
+
};
|
|
1279
|
+
function getTrendConfig(trend, theme) {
|
|
1280
|
+
switch (trend) {
|
|
1281
|
+
case "increasing":
|
|
1282
|
+
return {
|
|
1283
|
+
color: theme.palette.warning.main,
|
|
1284
|
+
bgColor: alpha(theme.palette.warning.main, 0.1),
|
|
1285
|
+
label: "Increasing"
|
|
1286
|
+
};
|
|
1287
|
+
case "decreasing":
|
|
1288
|
+
return {
|
|
1289
|
+
color: theme.palette.success.main,
|
|
1290
|
+
bgColor: alpha(theme.palette.success.main, 0.1),
|
|
1291
|
+
label: "Decreasing"
|
|
1292
|
+
};
|
|
1293
|
+
case "stable":
|
|
1294
|
+
return {
|
|
1295
|
+
color: theme.palette.info.main,
|
|
1296
|
+
bgColor: alpha(theme.palette.info.main, 0.1),
|
|
1297
|
+
label: "Stable"
|
|
1298
|
+
};
|
|
1299
|
+
}
|
|
1300
|
+
}
|
|
1301
|
+
function BudgetTagInsight({
|
|
1302
|
+
insights,
|
|
1303
|
+
loading = false,
|
|
1304
|
+
onCreateBudget,
|
|
1305
|
+
onViewDetails,
|
|
1306
|
+
onDismiss,
|
|
1307
|
+
currencyFormatter = defaultCurrencyFormatter3,
|
|
1308
|
+
maxVisible = 5
|
|
1309
|
+
}) {
|
|
1310
|
+
const theme = useTheme();
|
|
1311
|
+
const visibleInsights = insights.slice(0, maxVisible);
|
|
1312
|
+
const unbudgetedCount = insights.filter((i) => !i.isBudgeted).length;
|
|
1313
|
+
if (loading) {
|
|
1314
|
+
return /* @__PURE__ */ jsx(Card, { "data-testid": "budget-tag-insight", children: /* @__PURE__ */ jsx(CardContent, { children: /* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", sx: { textAlign: "center", py: 2 }, children: "Loading tag insights..." }) }) });
|
|
1315
|
+
}
|
|
1316
|
+
if (insights.length === 0) {
|
|
1317
|
+
return /* @__PURE__ */ jsx(Card, { "data-testid": "budget-tag-insight", children: /* @__PURE__ */ jsx(CardContent, { children: /* @__PURE__ */ jsxs(Box, { sx: { textAlign: "center", py: 3 }, children: [
|
|
1318
|
+
/* @__PURE__ */ jsx(Info, { sx: { fontSize: 48, color: "text.disabled", mb: 1 } }),
|
|
1319
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", children: "No tag insights available yet. Start tracking your expenses!" })
|
|
1320
|
+
] }) }) });
|
|
1321
|
+
}
|
|
1322
|
+
return /* @__PURE__ */ jsx(Card, { "data-testid": "budget-tag-insight", children: /* @__PURE__ */ jsxs(CardContent, { children: [
|
|
1323
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", alignItems: "center", gap: 1, mb: 2 }, children: [
|
|
1324
|
+
/* @__PURE__ */ jsx(LocalOffer, { color: "primary" }),
|
|
1325
|
+
/* @__PURE__ */ jsx(Typography, { variant: "h6", children: "Tag Spending Insights" }),
|
|
1326
|
+
unbudgetedCount > 0 && /* @__PURE__ */ jsx(
|
|
1327
|
+
Chip,
|
|
1328
|
+
{
|
|
1329
|
+
label: `${unbudgetedCount} unbudgeted`,
|
|
1330
|
+
size: "small",
|
|
1331
|
+
color: "warning",
|
|
1332
|
+
sx: { ml: "auto" }
|
|
1333
|
+
}
|
|
1334
|
+
)
|
|
1335
|
+
] }),
|
|
1336
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", sx: { mb: 2 }, children: "Discover spending patterns and create budgets for frequently used tags." }),
|
|
1337
|
+
/* @__PURE__ */ jsx(Divider, { sx: { mb: 2 } }),
|
|
1338
|
+
visibleInsights.map((insight) => {
|
|
1339
|
+
const trendConfig = getTrendConfig(insight.trend, theme);
|
|
1340
|
+
return /* @__PURE__ */ jsxs(
|
|
1341
|
+
Box,
|
|
1342
|
+
{
|
|
1343
|
+
"data-testid": `tag-insight-${insight.id}`,
|
|
1344
|
+
sx: {
|
|
1345
|
+
p: 2,
|
|
1346
|
+
mb: 2,
|
|
1347
|
+
bgcolor: insight.isBudgeted ? alpha(theme.palette.success.main, 0.05) : alpha(theme.palette.warning.main, 0.05),
|
|
1348
|
+
borderRadius: 1,
|
|
1349
|
+
borderLeft: insight.isBudgeted ? `4px solid ${theme.palette.success.main}` : `4px solid ${theme.palette.warning.main}`
|
|
1350
|
+
},
|
|
1351
|
+
children: [
|
|
1352
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", alignItems: "center", gap: 1, mb: 1 }, children: [
|
|
1353
|
+
/* @__PURE__ */ jsx(LocalOffer, { fontSize: "small", color: "action" }),
|
|
1354
|
+
/* @__PURE__ */ jsx(Typography, { variant: "subtitle2", sx: { fontWeight: "bold" }, children: insight.tagName }),
|
|
1355
|
+
insight.isBudgeted && /* @__PURE__ */ jsx(Chip, { label: "Budgeted", size: "small", color: "success", variant: "outlined" }),
|
|
1356
|
+
!insight.isBudgeted && /* @__PURE__ */ jsx(Chip, { label: "No Budget", size: "small", color: "warning", variant: "outlined" })
|
|
1357
|
+
] }),
|
|
1358
|
+
/* @__PURE__ */ jsxs(Box, { sx: { mb: 2 }, children: [
|
|
1359
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", sx: { mb: 0.5 }, children: insight.recommendation }),
|
|
1360
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", alignItems: "center", gap: 1, mt: 1 }, children: [
|
|
1361
|
+
/* @__PURE__ */ jsx(Typography, { variant: "h6", color: "primary", children: currencyFormatter(insight.averageMonthlySpend) }),
|
|
1362
|
+
/* @__PURE__ */ jsx(Typography, { variant: "caption", color: "text.secondary", children: "avg/month" })
|
|
1363
|
+
] })
|
|
1364
|
+
] }),
|
|
1365
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", gap: 1, flexWrap: "wrap", mb: 2 }, children: [
|
|
1366
|
+
/* @__PURE__ */ jsx(
|
|
1367
|
+
Chip,
|
|
1368
|
+
{
|
|
1369
|
+
label: `${insight.transactionCount} transactions`,
|
|
1370
|
+
size: "small",
|
|
1371
|
+
variant: "outlined"
|
|
1372
|
+
}
|
|
1373
|
+
),
|
|
1374
|
+
/* @__PURE__ */ jsx(
|
|
1375
|
+
Chip,
|
|
1376
|
+
{
|
|
1377
|
+
label: `${insight.monthsAnalyzed} months`,
|
|
1378
|
+
size: "small",
|
|
1379
|
+
variant: "outlined"
|
|
1380
|
+
}
|
|
1381
|
+
),
|
|
1382
|
+
/* @__PURE__ */ jsx(
|
|
1383
|
+
Chip,
|
|
1384
|
+
{
|
|
1385
|
+
icon: /* @__PURE__ */ jsx(TrendingUp, {}),
|
|
1386
|
+
label: `${trendConfig.label} ${Math.abs(insight.trendPercentage).toFixed(0)}%`,
|
|
1387
|
+
size: "small",
|
|
1388
|
+
sx: {
|
|
1389
|
+
bgcolor: trendConfig.bgColor,
|
|
1390
|
+
color: trendConfig.color,
|
|
1391
|
+
borderColor: trendConfig.color
|
|
1392
|
+
},
|
|
1393
|
+
variant: "outlined"
|
|
1394
|
+
}
|
|
1395
|
+
)
|
|
1396
|
+
] }),
|
|
1397
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", gap: 1, justifyContent: "flex-end" }, children: [
|
|
1398
|
+
onDismiss && /* @__PURE__ */ jsx(Button, { size: "small", onClick: () => onDismiss(insight), children: "Dismiss" }),
|
|
1399
|
+
onViewDetails && /* @__PURE__ */ jsx(Button, { size: "small", onClick: () => onViewDetails(insight), children: "View Details" }),
|
|
1400
|
+
!insight.isBudgeted && onCreateBudget && /* @__PURE__ */ jsxs(
|
|
1401
|
+
Button,
|
|
1402
|
+
{
|
|
1403
|
+
size: "small",
|
|
1404
|
+
variant: "contained",
|
|
1405
|
+
startIcon: /* @__PURE__ */ jsx(Add, {}),
|
|
1406
|
+
onClick: () => onCreateBudget(insight),
|
|
1407
|
+
children: [
|
|
1408
|
+
"Create Budget",
|
|
1409
|
+
insight.suggestedBudget && ` (${currencyFormatter(insight.suggestedBudget)})`
|
|
1410
|
+
]
|
|
1411
|
+
}
|
|
1412
|
+
)
|
|
1413
|
+
] })
|
|
1414
|
+
]
|
|
1415
|
+
},
|
|
1416
|
+
insight.id
|
|
1417
|
+
);
|
|
1418
|
+
}),
|
|
1419
|
+
insights.length > maxVisible && /* @__PURE__ */ jsxs(
|
|
1420
|
+
Typography,
|
|
1421
|
+
{
|
|
1422
|
+
variant: "caption",
|
|
1423
|
+
color: "text.secondary",
|
|
1424
|
+
sx: { textAlign: "center", display: "block", mt: 1 },
|
|
1425
|
+
children: [
|
|
1426
|
+
"Showing ",
|
|
1427
|
+
maxVisible,
|
|
1428
|
+
" of ",
|
|
1429
|
+
insights.length,
|
|
1430
|
+
" insights"
|
|
1431
|
+
]
|
|
1432
|
+
}
|
|
1433
|
+
)
|
|
1434
|
+
] }) });
|
|
1435
|
+
}
|
|
1436
|
+
var defaultCurrencyFormatter4 = (value) => {
|
|
1437
|
+
return new Intl.NumberFormat("en-US", {
|
|
1438
|
+
style: "currency",
|
|
1439
|
+
currency: "USD",
|
|
1440
|
+
minimumFractionDigits: 0,
|
|
1441
|
+
maximumFractionDigits: 0
|
|
1442
|
+
}).format(Math.abs(value));
|
|
1443
|
+
};
|
|
1444
|
+
function getOverviewMessage(data, currencyFormatter) {
|
|
1445
|
+
const { totalBudgets, budgetsOver, budgetsOnTrack, budgetsUnder, totalOverUnder, unbudgetedTagsCount } = data;
|
|
1446
|
+
if (totalBudgets === 0) {
|
|
1447
|
+
return {
|
|
1448
|
+
type: "info",
|
|
1449
|
+
title: "No Budgets Yet",
|
|
1450
|
+
message: "Create your first budget to start tracking your spending and reach your financial goals.",
|
|
1451
|
+
defaultActionLabel: "Create Budget"
|
|
1452
|
+
};
|
|
1453
|
+
}
|
|
1454
|
+
if (budgetsOver === totalBudgets && totalOverUnder < 0) {
|
|
1455
|
+
return {
|
|
1456
|
+
type: "error",
|
|
1457
|
+
title: "All Budgets Over Limit",
|
|
1458
|
+
message: `You've exceeded all ${totalBudgets} budget${totalBudgets > 1 ? "s" : ""} by ${currencyFormatter(totalOverUnder)} total. Review your spending and adjust budgets as needed.`,
|
|
1459
|
+
defaultActionLabel: "Review Budgets"
|
|
1460
|
+
};
|
|
1461
|
+
}
|
|
1462
|
+
if (budgetsOver > 0) {
|
|
1463
|
+
return {
|
|
1464
|
+
type: "warning",
|
|
1465
|
+
title: `${budgetsOver} Budget${budgetsOver > 1 ? "s" : ""} Over Limit`,
|
|
1466
|
+
message: `You're over budget on ${budgetsOver} of ${totalBudgets} budgets by ${currencyFormatter(totalOverUnder)} total. Consider adjusting these budgets.`,
|
|
1467
|
+
defaultActionLabel: "View Details"
|
|
1468
|
+
};
|
|
1469
|
+
}
|
|
1470
|
+
if (budgetsOnTrack === totalBudgets) {
|
|
1471
|
+
const unbudgetedMsg = unbudgetedTagsCount && unbudgetedTagsCount > 0 ? ` You have ${unbudgetedTagsCount} unbudgeted tag${unbudgetedTagsCount > 1 ? "s" : ""} worth reviewing.` : "";
|
|
1472
|
+
return {
|
|
1473
|
+
type: "success",
|
|
1474
|
+
title: "All Budgets On Track",
|
|
1475
|
+
message: `Great job! All ${totalBudgets} budget${totalBudgets > 1 ? "s are" : " is"} on track.${unbudgetedMsg}`,
|
|
1476
|
+
defaultActionLabel: unbudgetedTagsCount && unbudgetedTagsCount > 0 ? "Review Tags" : "View Budgets"
|
|
1477
|
+
};
|
|
1478
|
+
}
|
|
1479
|
+
if (budgetsUnder > 0 && budgetsOver === 0) {
|
|
1480
|
+
return {
|
|
1481
|
+
type: "success",
|
|
1482
|
+
title: "Budgets Under Control",
|
|
1483
|
+
message: `You're under budget by ${currencyFormatter(totalOverUnder)} total across ${budgetsUnder} budget${budgetsUnder > 1 ? "s" : ""}. Keep up the great work!`,
|
|
1484
|
+
defaultActionLabel: "View Details"
|
|
1485
|
+
};
|
|
1486
|
+
}
|
|
1487
|
+
return {
|
|
1488
|
+
type: "info",
|
|
1489
|
+
title: "Budgets Status",
|
|
1490
|
+
message: `${budgetsOnTrack} on track, ${budgetsUnder} under budget. You're managing your budgets well overall.`,
|
|
1491
|
+
defaultActionLabel: "View All Budgets"
|
|
1492
|
+
};
|
|
1493
|
+
}
|
|
1494
|
+
function BudgetOverviewMessage({
|
|
1495
|
+
data,
|
|
1496
|
+
onAction,
|
|
1497
|
+
actionLabel,
|
|
1498
|
+
currencyFormatter = defaultCurrencyFormatter4,
|
|
1499
|
+
hideAction = false
|
|
1500
|
+
}) {
|
|
1501
|
+
const overview = getOverviewMessage(data, currencyFormatter);
|
|
1502
|
+
const severityMap = {
|
|
1503
|
+
success: "success",
|
|
1504
|
+
warning: "warning",
|
|
1505
|
+
error: "error",
|
|
1506
|
+
info: "info"
|
|
1507
|
+
};
|
|
1508
|
+
return /* @__PURE__ */ jsxs(
|
|
1509
|
+
Alert,
|
|
1510
|
+
{
|
|
1511
|
+
"data-testid": "budget-overview-message",
|
|
1512
|
+
severity: severityMap[overview.type],
|
|
1513
|
+
sx: {
|
|
1514
|
+
"& .MuiAlert-message": {
|
|
1515
|
+
width: "100%"
|
|
1516
|
+
}
|
|
1517
|
+
},
|
|
1518
|
+
action: !hideAction && onAction ? /* @__PURE__ */ jsx(
|
|
1519
|
+
Button,
|
|
1520
|
+
{
|
|
1521
|
+
color: "inherit",
|
|
1522
|
+
size: "small",
|
|
1523
|
+
onClick: onAction,
|
|
1524
|
+
sx: { whiteSpace: "nowrap" },
|
|
1525
|
+
children: actionLabel || overview.defaultActionLabel
|
|
1526
|
+
}
|
|
1527
|
+
) : void 0,
|
|
1528
|
+
children: [
|
|
1529
|
+
/* @__PURE__ */ jsx(Typography, { variant: "subtitle2", sx: { fontWeight: "bold", mb: 0.5 }, children: overview.title }),
|
|
1530
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", children: overview.message })
|
|
1531
|
+
]
|
|
1532
|
+
}
|
|
1533
|
+
);
|
|
1534
|
+
}
|
|
1535
|
+
var steps = ["Basic Information", "Select Tags", "Review"];
|
|
1536
|
+
function validateBasicInfo(name, budgetAmount) {
|
|
1537
|
+
if (!name.trim()) {
|
|
1538
|
+
return "Budget name is required";
|
|
1539
|
+
}
|
|
1540
|
+
if (name.trim().length < 3) {
|
|
1541
|
+
return "Budget name must be at least 3 characters";
|
|
1542
|
+
}
|
|
1543
|
+
const amount = parseFloat(budgetAmount);
|
|
1544
|
+
if (isNaN(amount) || amount <= 0) {
|
|
1545
|
+
return "Budget amount must be a positive number";
|
|
1546
|
+
}
|
|
1547
|
+
if (amount > 1e6) {
|
|
1548
|
+
return "Budget amount cannot exceed $1,000,000";
|
|
1549
|
+
}
|
|
1550
|
+
return null;
|
|
1551
|
+
}
|
|
1552
|
+
function validateTags(tagNames) {
|
|
1553
|
+
if (tagNames.length === 0) {
|
|
1554
|
+
return "At least one tag is required";
|
|
1555
|
+
}
|
|
1556
|
+
if (tagNames.length > 10) {
|
|
1557
|
+
return "Maximum 10 tags allowed";
|
|
1558
|
+
}
|
|
1559
|
+
return null;
|
|
1560
|
+
}
|
|
1561
|
+
function BudgetStepper({
|
|
1562
|
+
initialData,
|
|
1563
|
+
availableTags,
|
|
1564
|
+
onSubmit,
|
|
1565
|
+
onCancel,
|
|
1566
|
+
editMode = false,
|
|
1567
|
+
submitting = false,
|
|
1568
|
+
error
|
|
1569
|
+
}) {
|
|
1570
|
+
const [activeStep, setActiveStep] = useState(0);
|
|
1571
|
+
const [name, setName] = useState(initialData?.name || "");
|
|
1572
|
+
const [budgetAmount, setBudgetAmount] = useState(
|
|
1573
|
+
initialData?.budgetAmount?.toString() || ""
|
|
1574
|
+
);
|
|
1575
|
+
const [tagNames, setTagNames] = useState(initialData?.tagNames || []);
|
|
1576
|
+
const [validationError, setValidationError] = useState(null);
|
|
1577
|
+
const handleNext = () => {
|
|
1578
|
+
setValidationError(null);
|
|
1579
|
+
if (activeStep === 0) {
|
|
1580
|
+
const error2 = validateBasicInfo(name, budgetAmount);
|
|
1581
|
+
if (error2) {
|
|
1582
|
+
setValidationError(error2);
|
|
1583
|
+
return;
|
|
1584
|
+
}
|
|
1585
|
+
} else if (activeStep === 1) {
|
|
1586
|
+
const error2 = validateTags(tagNames);
|
|
1587
|
+
if (error2) {
|
|
1588
|
+
setValidationError(error2);
|
|
1589
|
+
return;
|
|
1590
|
+
}
|
|
1591
|
+
}
|
|
1592
|
+
setActiveStep((prevStep) => prevStep + 1);
|
|
1593
|
+
};
|
|
1594
|
+
const handleBack = () => {
|
|
1595
|
+
setValidationError(null);
|
|
1596
|
+
setActiveStep((prevStep) => prevStep - 1);
|
|
1597
|
+
};
|
|
1598
|
+
const handleSubmit = async () => {
|
|
1599
|
+
const data = {
|
|
1600
|
+
name: name.trim(),
|
|
1601
|
+
budgetAmount: parseFloat(budgetAmount),
|
|
1602
|
+
tagNames,
|
|
1603
|
+
showOnDashboard: true
|
|
1604
|
+
};
|
|
1605
|
+
await onSubmit(data);
|
|
1606
|
+
};
|
|
1607
|
+
const renderStepContent = (step) => {
|
|
1608
|
+
switch (step) {
|
|
1609
|
+
case 0:
|
|
1610
|
+
return /* @__PURE__ */ jsxs(Box, { sx: { display: "flex", flexDirection: "column", gap: 3 }, children: [
|
|
1611
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", children: "Enter basic budget information" }),
|
|
1612
|
+
/* @__PURE__ */ jsx(
|
|
1613
|
+
TextField,
|
|
1614
|
+
{
|
|
1615
|
+
label: "Budget Name",
|
|
1616
|
+
value: name,
|
|
1617
|
+
onChange: (e) => {
|
|
1618
|
+
setName(e.target.value);
|
|
1619
|
+
setValidationError(null);
|
|
1620
|
+
},
|
|
1621
|
+
required: true,
|
|
1622
|
+
fullWidth: true,
|
|
1623
|
+
disabled: submitting,
|
|
1624
|
+
error: !!validationError && !name.trim(),
|
|
1625
|
+
helperText: "e.g., Monthly Groceries, Car Maintenance",
|
|
1626
|
+
inputProps: {
|
|
1627
|
+
maxLength: 255
|
|
1628
|
+
}
|
|
1629
|
+
}
|
|
1630
|
+
),
|
|
1631
|
+
/* @__PURE__ */ jsx(
|
|
1632
|
+
TextField,
|
|
1633
|
+
{
|
|
1634
|
+
label: "Budget Amount",
|
|
1635
|
+
type: "number",
|
|
1636
|
+
value: budgetAmount,
|
|
1637
|
+
onChange: (e) => {
|
|
1638
|
+
setBudgetAmount(e.target.value);
|
|
1639
|
+
setValidationError(null);
|
|
1640
|
+
},
|
|
1641
|
+
required: true,
|
|
1642
|
+
fullWidth: true,
|
|
1643
|
+
disabled: submitting,
|
|
1644
|
+
error: !!validationError && !budgetAmount,
|
|
1645
|
+
helperText: "Maximum spending limit for this budget",
|
|
1646
|
+
InputProps: {
|
|
1647
|
+
startAdornment: /* @__PURE__ */ jsx(Typography, { sx: { mr: 0.5 }, children: "$" })
|
|
1648
|
+
},
|
|
1649
|
+
inputProps: {
|
|
1650
|
+
min: 0,
|
|
1651
|
+
step: 1
|
|
1652
|
+
}
|
|
1653
|
+
}
|
|
1654
|
+
)
|
|
1655
|
+
] });
|
|
1656
|
+
case 1:
|
|
1657
|
+
return /* @__PURE__ */ jsxs(Box, { sx: { display: "flex", flexDirection: "column", gap: 3 }, children: [
|
|
1658
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body2", color: "text.secondary", children: "Select tags to track spending against this budget" }),
|
|
1659
|
+
/* @__PURE__ */ jsx(
|
|
1660
|
+
Autocomplete,
|
|
1661
|
+
{
|
|
1662
|
+
multiple: true,
|
|
1663
|
+
options: availableTags,
|
|
1664
|
+
value: tagNames,
|
|
1665
|
+
onChange: (_, newValue) => {
|
|
1666
|
+
setTagNames(newValue);
|
|
1667
|
+
setValidationError(null);
|
|
1668
|
+
},
|
|
1669
|
+
disabled: submitting,
|
|
1670
|
+
renderInput: (params) => /* @__PURE__ */ jsx(
|
|
1671
|
+
TextField,
|
|
1672
|
+
{
|
|
1673
|
+
...params,
|
|
1674
|
+
label: "Tags",
|
|
1675
|
+
placeholder: "Select tags...",
|
|
1676
|
+
required: true,
|
|
1677
|
+
error: !!validationError && tagNames.length === 0,
|
|
1678
|
+
helperText: "Choose tags related to this budget (e.g., Groceries, Dining Out)"
|
|
1679
|
+
}
|
|
1680
|
+
),
|
|
1681
|
+
renderTags: (value, getTagProps) => value.map((option, index) => /* @__PURE__ */ createElement(
|
|
1682
|
+
Chip,
|
|
1683
|
+
{
|
|
1684
|
+
label: option,
|
|
1685
|
+
...getTagProps({ index }),
|
|
1686
|
+
key: option
|
|
1687
|
+
}
|
|
1688
|
+
))
|
|
1689
|
+
}
|
|
1690
|
+
),
|
|
1691
|
+
tagNames.length > 0 && /* @__PURE__ */ jsx(Box, { children: /* @__PURE__ */ jsxs(Typography, { variant: "caption", color: "text.secondary", children: [
|
|
1692
|
+
tagNames.length,
|
|
1693
|
+
" tag",
|
|
1694
|
+
tagNames.length > 1 ? "s" : "",
|
|
1695
|
+
" selected"
|
|
1696
|
+
] }) })
|
|
1697
|
+
] });
|
|
1698
|
+
case 2:
|
|
1699
|
+
return /* @__PURE__ */ jsxs(Box, { sx: { display: "flex", flexDirection: "column", gap: 3 }, children: [
|
|
1700
|
+
/* @__PURE__ */ jsxs(Typography, { variant: "body2", color: "text.secondary", children: [
|
|
1701
|
+
"Review your budget before ",
|
|
1702
|
+
editMode ? "saving changes" : "creating"
|
|
1703
|
+
] }),
|
|
1704
|
+
/* @__PURE__ */ jsxs(Paper, { sx: { p: 2, bgcolor: "background.default" }, children: [
|
|
1705
|
+
/* @__PURE__ */ jsx(Typography, { variant: "subtitle2", gutterBottom: true, children: "Budget Name" }),
|
|
1706
|
+
/* @__PURE__ */ jsx(Typography, { variant: "body1", sx: { mb: 2, fontWeight: "medium" }, children: name }),
|
|
1707
|
+
/* @__PURE__ */ jsx(Typography, { variant: "subtitle2", gutterBottom: true, children: "Budget Amount" }),
|
|
1708
|
+
/* @__PURE__ */ jsxs(Typography, { variant: "h6", color: "primary", sx: { mb: 2 }, children: [
|
|
1709
|
+
"$",
|
|
1710
|
+
parseFloat(budgetAmount).toLocaleString("en-US", {
|
|
1711
|
+
minimumFractionDigits: 2,
|
|
1712
|
+
maximumFractionDigits: 2
|
|
1713
|
+
})
|
|
1714
|
+
] }),
|
|
1715
|
+
/* @__PURE__ */ jsxs(Typography, { variant: "subtitle2", gutterBottom: true, children: [
|
|
1716
|
+
"Tags (",
|
|
1717
|
+
tagNames.length,
|
|
1718
|
+
")"
|
|
1719
|
+
] }),
|
|
1720
|
+
/* @__PURE__ */ jsx(Box, { sx: { display: "flex", flexWrap: "wrap", gap: 1 }, children: tagNames.map((tag) => /* @__PURE__ */ jsx(Chip, { label: tag, size: "small" }, tag)) })
|
|
1721
|
+
] })
|
|
1722
|
+
] });
|
|
1723
|
+
default:
|
|
1724
|
+
return null;
|
|
1725
|
+
}
|
|
1726
|
+
};
|
|
1727
|
+
return /* @__PURE__ */ jsxs(Paper, { "data-testid": "budget-stepper", sx: { p: 3 }, children: [
|
|
1728
|
+
/* @__PURE__ */ jsx(Typography, { variant: "h6", gutterBottom: true, children: editMode ? "Edit Budget" : "Create Budget" }),
|
|
1729
|
+
/* @__PURE__ */ jsx(Stepper, { activeStep, sx: { my: 3 }, children: steps.map((label) => /* @__PURE__ */ jsx(Step, { children: /* @__PURE__ */ jsx(StepLabel, { children: label }) }, label)) }),
|
|
1730
|
+
/* @__PURE__ */ jsxs(Box, { sx: { mt: 3, mb: 2 }, children: [
|
|
1731
|
+
(validationError || error) && /* @__PURE__ */ jsx(Alert, { severity: "error", sx: { mb: 2 }, children: validationError || error }),
|
|
1732
|
+
renderStepContent(activeStep)
|
|
1733
|
+
] }),
|
|
1734
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", justifyContent: "space-between", mt: 3 }, children: [
|
|
1735
|
+
/* @__PURE__ */ jsx(Box, { children: onCancel && /* @__PURE__ */ jsx(Button, { onClick: onCancel, disabled: submitting, children: "Cancel" }) }),
|
|
1736
|
+
/* @__PURE__ */ jsxs(Box, { sx: { display: "flex", gap: 1 }, children: [
|
|
1737
|
+
/* @__PURE__ */ jsx(Button, { onClick: handleBack, disabled: activeStep === 0 || submitting, children: "Back" }),
|
|
1738
|
+
activeStep < steps.length - 1 ? /* @__PURE__ */ jsx(Button, { variant: "contained", onClick: handleNext, disabled: submitting, children: "Next" }) : /* @__PURE__ */ jsx(
|
|
1739
|
+
Button,
|
|
1740
|
+
{
|
|
1741
|
+
variant: "contained",
|
|
1742
|
+
onClick: handleSubmit,
|
|
1743
|
+
disabled: submitting,
|
|
1744
|
+
children: submitting ? editMode ? "Saving..." : "Creating..." : editMode ? "Save Changes" : "Create Budget"
|
|
1745
|
+
}
|
|
1746
|
+
)
|
|
1747
|
+
] })
|
|
1748
|
+
] })
|
|
1749
|
+
] });
|
|
1750
|
+
}
|
|
1087
1751
|
|
|
1088
|
-
export { BudgetCreateForm, BudgetDeleteButton, BudgetEditForm, BudgetInsightDialog, BudgetInsightsCard, BudgetList, BudgetProgressCard, BudgetProgressList, BudgetSummary };
|
|
1752
|
+
export { BudgetCreateForm, BudgetDeleteButton, BudgetEditForm, BudgetInsightDialog, BudgetInsightsCard, BudgetList, BudgetOverviewMessage, BudgetProgressCard, BudgetProgressList, BudgetStateIndicator, BudgetStepper, BudgetSummary, BudgetTagInsight };
|
|
1089
1753
|
//# sourceMappingURL=index.js.map
|
|
1090
1754
|
//# sourceMappingURL=index.js.map
|