@wealthx/shadcn 1.1.0 → 1.2.0

package/src/components/ui/financial-sections.tsx

@@ -0,0 +1,672 @@
+import React, { useState } from "react";
+import { Button } from "./button";
+import { Separator } from "./separator";
+import {
+  Accordion,
+  AccordionItem,
+  AccordionTrigger,
+  AccordionContent,
+} from "./accordion";
+import {
+  PropertyCard,
+  DebtCard,
+  OtherLiabilityCard,
+  AlertCard,
+  type PropertyCardProps,
+  type DebtCardProps,
+  type OtherLiabilityCardProps,
+  type AlertCardProps,
+  type AlertActionType,
+  type AlertSeverity,
+} from "./financial-cards";
+import {
+  FinancialCardHeader,
+  FinancialDetailField,
+  FinancialLineItem,
+  FinancialSectionLabel,
+  FinancialSubtotalFrame,
+  FinancialSubtotalBlock,
+} from "./financial-primitives";
+
+/**
+ * Financial section components — WealthX DS (Level 4)
+ *
+ * Composed from Level 3 cards into full page sections.
+ * Used inside the Summary Report Drawer and Opportunity Details Drawer.
+ *
+ * ```
+ * Level 2  →  FinancialDetailField, FinancialLvrBar …         (financial-primitives)
+ * Level 3  →  PropertyCard, DebtCard, AlertCard …             (financial-cards)
+ * Level 4  →  PropertyHoldingsSection, DebtSection …          ← here
+ * Level 5  →  SummaryReportDrawer, OpportunityDetailsDrawer …
+ * ```
+ *
+ * Component inventory:
+ *   FinancialViewSection     — bordered card wrapping income + properties + current liabilities
+ *   PropertyHoldingsSection  — grid of PropertyCards under a section header
+ *   DebtSection              — grid of DebtCards under a section header
+ *   OtherLiabilitiesSection  — grid of OtherLiabilityCards under a section header
+ *   IncomeExpenseSection     — 3-column income / expenses / future-payments grid
+ *   AlertAccordion           — collapsible accordion wrapping a grid of AlertCards
+ *   LoanScenarioSection      — read-only Loan Quiz card (4-column grid)
+ *   FinancialBottomSummary   — 3 stacked summary cards: cashflow / assets / net position
+ */
+
+// ---------------------------------------------------------------------------
+// PropertyHoldingsSection
+// ---------------------------------------------------------------------------
+
+export interface PropertyHoldingsSectionProps {
+  /** Section heading. Defaults to "Property Holdings". */
+  title?: string;
+  /** Each item maps 1:1 to a PropertyCard. */
+  items: PropertyCardProps[];
+  /**
+   * When true renders columns without individual card borders, separated by a 1px divider.
+   * Use inside `FinancialViewSection` to match the Figma Financial View card layout.
+   */
+  borderless?: boolean;
+}
+
+/** Two-column grid of PropertyCards under a section header. */
+export function PropertyHoldingsSection({
+  title = "Property Holdings",
+  items,
+  borderless = false,
+}: PropertyHoldingsSectionProps) {
+  if (items.length === 0) return null;
+  return (
+    <div>
+      <FinancialCardHeader>{title}</FinancialCardHeader>
+      {borderless ? (
+        <div className="grid grid-cols-2">
+          {items.map((item, i) => (
+            <div
+              key={`${item.address}-${i}`}
+              className={i > 0 ? "border-l border-border pl-5" : "pr-5"}
+            >
+              <PropertyCard {...item} borderless />
+            </div>
+          ))}
+        </div>
+      ) : (
+        <div className="grid grid-cols-2 gap-5">
+          {items.map((item, i) => (
+            <PropertyCard key={`${item.address}-${i}`} {...item} />
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// DebtSection
+// ---------------------------------------------------------------------------
+
+export interface DebtSectionProps {
+  /** Section heading. Defaults to "Mortgages & Investment Loans". */
+  title?: string;
+  /** Each item maps 1:1 to a DebtCard. */
+  items: DebtCardProps[];
+}
+
+/** Two-column grid of DebtCards under a section header. */
+export function DebtSection({
+  title = "Mortgages & Investment Loans",
+  items,
+}: DebtSectionProps) {
+  if (items.length === 0) return null;
+  return (
+    <div>
+      <FinancialCardHeader>{title}</FinancialCardHeader>
+      <div className="grid grid-cols-2 gap-3">
+        {items.map((item, i) => (
+          <DebtCard key={item.lenderName ?? i} {...item} />
+        ))}
+      </div>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// OtherLiabilitiesSection
+// ---------------------------------------------------------------------------
+
+export interface OtherLiabilitiesSectionProps {
+  /** Section heading. Defaults to "Other Liabilities". */
+  title?: string;
+  /** Each item maps 1:1 to an OtherLiabilityCard. */
+  items: OtherLiabilityCardProps[];
+}
+
+/** Two-column grid of OtherLiabilityCards under a section header. */
+export function OtherLiabilitiesSection({
+  title = "Other Liabilities",
+  items,
+}: OtherLiabilitiesSectionProps) {
+  if (items.length === 0) return null;
+  return (
+    <div>
+      <FinancialCardHeader>{title}</FinancialCardHeader>
+      <div className="grid grid-cols-2 gap-5">
+        {items.map((item, i) => (
+          <OtherLiabilityCard
+            key={`${item.lenderName ?? item.type}-${i}`}
+            {...item}
+          />
+        ))}
+      </div>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// IncomeExpenseSection
+// ---------------------------------------------------------------------------
+
+export interface SummaryLineItem {
+  label: string;
+  /** Formatted value string e.g. "$9,500". Renders "—" when falsy. */
+  value?: string | null;
+  /**
+   * When true renders the value in `text-destructive`.
+   * Use for expenses, liabilities, or negative cashflow rows.
+   */
+  destructive?: boolean;
+}
+
+export interface SummaryColumn {
+  /** Column heading override. */
+  label?: string;
+  items: SummaryLineItem[];
+  /** Formatted monthly average displayed in the tinted footer. */
+  monthlyAverage?: string;
+  /** Formatted 12-month total displayed in the tinted footer. */
+  totalLast12Months?: string;
+}
+
+export interface IncomeExpenseSectionProps {
+  income?: SummaryColumn;
+  expenses?: SummaryColumn;
+  futurePayments?: SummaryColumn;
+  /** Override the "Future Payments" column heading. */
+  futurePaymentsHeading?: string;
+}
+
+/**
+ * Three-column layout: income | expenses | future payments.
+ *
+ * Each column has a header, a scrollable list of `FinancialLineItem` rows,
+ * and a brand-tinted `FinancialSubtotalFrame` footer.
+ */
+export function IncomeExpenseSection({
+  income,
+  expenses,
+  futurePayments,
+  futurePaymentsHeading = "Future Payments",
+}: IncomeExpenseSectionProps) {
+  return (
+    <div className="grid grid-cols-3">
+      {/* Income */}
+      <div className="flex flex-col pr-5">
+        <FinancialCardHeader>
+          {income?.label ?? "Average Monthly Income"}
+        </FinancialCardHeader>
+        <div className="flex flex-1 flex-col pb-4">
+          {(income?.items ?? []).map((item) => (
+            <FinancialLineItem
+              key={item.label}
+              label={item.label}
+              value={item.value}
+              destructive={item.destructive}
+            />
+          ))}
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={income?.monthlyAverage}
+            totalLast12Months={income?.totalLast12Months}
+          />
+        </FinancialSubtotalFrame>
+      </div>
+
+      {/* Expenses */}
+      <div className="flex flex-col border-x border-border px-5">
+        <FinancialCardHeader>
+          {expenses?.label ?? "Monthly Expenses and Commitments"}
+        </FinancialCardHeader>
+        <div className="flex flex-1 flex-col pb-4">
+          {(expenses?.items ?? []).map((item) => (
+            <FinancialLineItem
+              key={item.label}
+              label={item.label}
+              value={item.value}
+              destructive={item.destructive}
+            />
+          ))}
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={expenses?.monthlyAverage}
+            totalLast12Months={expenses?.totalLast12Months}
+          />
+        </FinancialSubtotalFrame>
+      </div>
+
+      {/* Future Payments */}
+      <div className="flex flex-col pl-5">
+        <FinancialCardHeader>
+          {futurePayments?.label ?? futurePaymentsHeading}
+        </FinancialCardHeader>
+        <div className="flex flex-1 flex-col pb-4">
+          {(futurePayments?.items ?? []).map((item) => (
+            <FinancialLineItem
+              key={item.label}
+              label={item.label}
+              value={item.value}
+              destructive={item.destructive}
+            />
+          ))}
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={futurePayments?.monthlyAverage}
+            totalLast12Months={futurePayments?.totalLast12Months}
+          />
+        </FinancialSubtotalFrame>
+      </div>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// AlertAccordion
+// ---------------------------------------------------------------------------
+
+const SEVERITY_BG: Record<AlertSeverity, string> = {
+  NEED_ACTION: "bg-destructive text-destructive-foreground",
+  WATCH: "bg-warning text-warning-foreground",
+  INSIGHT: "bg-success text-success-foreground",
+};
+
+export interface AlertAccordionSavePayload {
+  alertId: string;
+  action: AlertActionType;
+}
+
+export interface AlertAccordionProps {
+  /** List of alerts — each maps 1:1 to an AlertCard. */
+  alerts: AlertCardProps[];
+  /**
+   * Called when the user clicks Save.
+   * Receives only alerts with a pending dismiss or snooze action selected.
+   * When omitted the Save button is never shown.
+   */
+  onSaveActions?: (actions: AlertAccordionSavePayload[]) => void;
+  /** When `true` the Save button shows "Saving…" and is disabled. */
+  isSaving?: boolean;
+}
+
+/**
+ * Collapsible accordion wrapping a 3-column grid of AlertCards.
+ *
+ * - The trigger header shows the section title + severity count badges.
+ * - A Save button appears when the user has pending dismiss/snooze selections
+ *   and `onSaveActions` is provided.
+ * - Returns `null` when `alerts` is empty.
+ */
+export function AlertAccordion({
+  alerts,
+  onSaveActions,
+  isSaving = false,
+}: AlertAccordionProps) {
+  const [actionMap, setActionMap] = useState<Record<string, AlertActionType>>(
+    {},
+  );
+
+  const handleActionChange = (id: string) => (action: AlertActionType) => {
+    setActionMap((prev) => ({ ...prev, [id]: action }));
+  };
+
+  const handleSave = (e: React.MouseEvent) => {
+    e.stopPropagation();
+    onSaveActions?.(
+      Object.entries(actionMap).map(([alertId, action]) => ({
+        alertId,
+        action,
+      })),
+    );
+  };
+
+  const countBySeverity = alerts.reduce<Record<string, number>>((acc, a) => {
+    acc[a.severityCode] = (acc[a.severityCode] || 0) + 1;
+    return acc;
+  }, {});
+
+  const hasPendingActions = Object.keys(actionMap).length > 0;
+
+  if (alerts.length === 0) return null;
+
+  return (
+    <Accordion>
+      <AccordionItem value="alerts" className="border-0">
+        <AccordionTrigger className="min-h-14 cursor-pointer border border-primary/20 bg-primary/10 px-4 py-2.5 hover:bg-primary/10 hover:no-underline">
+          <div className="flex w-full items-center justify-between">
+            <div className="flex items-center gap-2.5">
+              <span className="text-label-medium text-foreground">Alerts</span>
+              {(["INSIGHT", "WATCH", "NEED_ACTION"] as const).map((code) =>
+                countBySeverity[code] ? (
+                  <span
+                    key={code}
+                    className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-semibold leading-none ${SEVERITY_BG[code]}`}
+                  >
+                    {countBySeverity[code]}
+                  </span>
+                ) : null,
+              )}
+            </div>
+            {hasPendingActions && onSaveActions && (
+              <Button
+                variant="outline"
+                size="sm"
+                onClick={handleSave}
+                disabled={isSaving}
+              >
+                {isSaving ? "Saving..." : "Save"}
+              </Button>
+            )}
+          </div>
+        </AccordionTrigger>
+        <AccordionContent className="p-0 pb-0">
+          <div className="grid grid-cols-3 gap-2.5 border border-t-0 border-primary/20 p-3">
+            {alerts.map((alert) => (
+              <AlertCard
+                key={alert.id}
+                {...alert}
+                selectedAction={actionMap[alert.id] ?? null}
+                onActionChange={handleActionChange(alert.id)}
+              />
+            ))}
+          </div>
+        </AccordionContent>
+      </AccordionItem>
+    </Accordion>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// LoanScenarioSection
+// ---------------------------------------------------------------------------
+
+export interface LoanScenarioSectionProps {
+  /** Override the section heading. Defaults to "Loan Scenario (Loan Quiz)". */
+  title?: string;
+  /** "Lending Type" — e.g. "Home Loan", "Investment Loan" */
+  lendingType?: string;
+  purposeOfLoan?: string;
+  loanAmount?: string;
+  propertyEstimate?: string;
+  estLvr?: string;
+  /** Cash or deposit available e.g. "$120,000" */
+  cashDeposit?: string;
+  propertyAddress?: string;
+  duration?: string;
+  importantFeatures?: string;
+  topThreePriorities?: string;
+}
+
+/**
+ * Read-only Loan Quiz card — 4-column grid matching the LoanQuiz component in backoffice.
+ *
+ * Row 1: Lending Type | Purpose of Loan | Loan Amount | Property Estimate
+ * Row 2: EST LVR | Cash/Deposit | Property Address | Duration
+ * Row 3: Important Features | Top Three Priorities
+ *
+ * Mirrors `LoanQuiz.tsx` in backoffice OpportunityDetailsDrawer.
+ */
+export function LoanScenarioSection({
+  title = "Loan Scenario (Loan Quiz)",
+  lendingType,
+  purposeOfLoan,
+  loanAmount,
+  propertyEstimate,
+  estLvr,
+  cashDeposit,
+  propertyAddress,
+  duration,
+  importantFeatures,
+  topThreePriorities,
+}: LoanScenarioSectionProps) {
+  return (
+    <div className="border border-border p-4">
+      <div className="mb-4">
+        <FinancialSectionLabel>{title}</FinancialSectionLabel>
+      </div>
+      <div className="grid grid-cols-4 gap-x-6 gap-y-4">
+        {/* Row 1 */}
+        <FinancialDetailField label="Lending Type" value={lendingType} />
+        <FinancialDetailField label="Purpose of Loan" value={purposeOfLoan} />
+        <FinancialDetailField label="Loan Amount" value={loanAmount} />
+        <FinancialDetailField
+          label="Property Estimate"
+          value={propertyEstimate}
+        />
+        {/* Row 2 */}
+        <FinancialDetailField label="EST LVR" value={estLvr} />
+        <FinancialDetailField label="Cash/Deposit" value={cashDeposit} />
+        <FinancialDetailField
+          label="Property Address"
+          value={propertyAddress}
+        />
+        <FinancialDetailField label="Duration" value={duration} />
+        {/* Row 3 */}
+        <FinancialDetailField
+          label="Important Features"
+          value={importantFeatures}
+        />
+        <FinancialDetailField
+          label="Top Three Priorities"
+          value={topThreePriorities}
+        />
+      </div>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// FinancialBottomSummary
+// ---------------------------------------------------------------------------
+
+export interface BottomSummaryLineItem {
+  label: string;
+  value?: string | null;
+  destructive?: boolean;
+}
+
+export interface FinancialBottomSummaryProps {
+  /** Incoming vs Outgoing Summary card items. */
+  cashflowItems?: BottomSummaryLineItem[];
+  /** Net surplus/deficit value e.g. "$1,050". */
+  netSurplus?: string;
+  /** Whether net surplus is negative (renders in destructive color). */
+  netSurplusDestructive?: boolean;
+  /** Assets card items. */
+  assetItems?: BottomSummaryLineItem[];
+  /** Total assets value e.g. "$3,630,000". */
+  totalAssets?: string;
+  /** Total liabilities value e.g. "$1,263,200". Renders in destructive. */
+  totalLiabilities?: string;
+  /** Net position value e.g. "$2,366,800". */
+  netPosition?: string;
+  /** Whether net position is negative. */
+  netPositionDestructive?: boolean;
+}
+
+/**
+ * Three summary cards stacked vertically:
+ * 1. Incoming vs Outgoing Summary — cashflow line items + net surplus
+ * 2. Assets — asset line items + total
+ * 3. Net Position — total liabilities + assets + net position
+ *
+ * Mirrors `financial-bottom-summary.tsx` in backoffice.
+ */
+export function FinancialBottomSummary({
+  cashflowItems = [],
+  netSurplus,
+  netSurplusDestructive = false,
+  assetItems = [],
+  totalAssets,
+  totalLiabilities,
+  netPosition,
+  netPositionDestructive = false,
+}: FinancialBottomSummaryProps) {
+  return (
+    <div className="border border-border">
+      {/* Card 1: Incoming vs Outgoing Summary */}
+      <div className="p-4">
+        <div className="mb-3">
+          <FinancialSectionLabel>
+            Incoming vs Outgoing Summary
+          </FinancialSectionLabel>
+        </div>
+        <div className="flex flex-col">
+          {cashflowItems.map((item) => (
+            <FinancialLineItem
+              key={item.label}
+              label={item.label}
+              value={item.value}
+              destructive={item.destructive}
+            />
+          ))}
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={netSurplus}
+            label={netSurplusDestructive ? "Net Deficit" : "Net Surplus"}
+          />
+        </FinancialSubtotalFrame>
+      </div>
+
+      <Separator />
+
+      {/* Card 2: Assets */}
+      <div className="p-4">
+        <div className="mb-3">
+          <FinancialSectionLabel>Assets</FinancialSectionLabel>
+        </div>
+        <div className="flex flex-col">
+          {assetItems.map((item) => (
+            <FinancialLineItem
+              key={item.label}
+              label={item.label}
+              value={item.value}
+              destructive={item.destructive}
+            />
+          ))}
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={totalAssets}
+            label="Total Assets"
+          />
+        </FinancialSubtotalFrame>
+      </div>
+
+      <Separator />
+
+      {/* Card 3: Net Position */}
+      <div className="p-4">
+        <div className="mb-3">
+          <FinancialSectionLabel>Net Position</FinancialSectionLabel>
+        </div>
+        <div className="flex flex-col">
+          <FinancialLineItem
+            label="Total Liabilities"
+            value={totalLiabilities}
+            destructive
+          />
+          <FinancialLineItem label="Total Assets" value={totalAssets} />
+        </div>
+        <FinancialSubtotalFrame>
+          <FinancialSubtotalBlock
+            monthlyAverage={netPosition}
+            label={netPositionDestructive ? "Net Deficit" : "Net Position"}
+          />
+        </FinancialSubtotalFrame>
+      </div>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// FinancialViewSection
+// ---------------------------------------------------------------------------
+
+export interface FinancialViewSectionProps {
+  /** Override the "Financial View" section label. */
+  title?: string;
+  income?: IncomeExpenseSectionProps["income"];
+  expenses?: IncomeExpenseSectionProps["expenses"];
+  futurePayments?: IncomeExpenseSectionProps["futurePayments"];
+  futurePaymentsHeading?: string;
+  /** Section heading for property columns. Defaults to "Property Assets and Liabilities". */
+  propertyTitle?: string;
+  /** Each item renders as a borderless property column with a 1px divider. */
+  properties?: PropertyCardProps[];
+  /** Section heading for current liabilities. Defaults to "Current Liabilities". */
+  currentLiabilitiesTitle?: string;
+  /** Each item maps 1:1 to a DebtCard. */
+  currentLiabilities?: DebtCardProps[];
+}
+
+/**
+ * Composite Financial View card — wraps income, property and current liabilities
+ * inside a single bordered container, matching the Figma Financial View design.
+ *
+ * Property columns render without individual card borders (borderless),
+ * separated by a 1px divider — same visual language as the income columns.
+ * Current Liabilities (DebtCards) retain their individual borders.
+ */
+export function FinancialViewSection({
+  title = "Financial View",
+  income,
+  expenses,
+  futurePayments,
+  futurePaymentsHeading,
+  propertyTitle = "Property Assets and Liabilities",
+  properties = [],
+  currentLiabilitiesTitle = "Current Liabilities",
+  currentLiabilities = [],
+}: FinancialViewSectionProps) {
+  return (
+    <div className="border border-border p-4 flex flex-col gap-4">
+      <FinancialSectionLabel>{title}</FinancialSectionLabel>
+      <IncomeExpenseSection
+        income={income}
+        expenses={expenses}
+        futurePayments={futurePayments}
+        futurePaymentsHeading={futurePaymentsHeading}
+      />
+      {properties.length > 0 && (
+        <>
+          <Separator />
+          <PropertyHoldingsSection
+            title={propertyTitle}
+            items={properties}
+            borderless
+          />
+        </>
+      )}
+      {currentLiabilities.length > 0 && (
+        <>
+          <Separator />
+          <DebtSection
+            title={currentLiabilitiesTitle}
+            items={currentLiabilities}
+          />
+        </>
+      )}
+    </div>
+  );
+}