Files
CapaKraken/apps/web/src/components/estimates/tabs/FinancialsTab.tsx
T
Hartmut ddec3a927a feat: timeline multi-select, demand popover, resource hover card, merged tooltips, dark mode fixes
Major timeline enhancements:
- Right-click drag multi-selection with floating action bar (batch delete/assign)
- DemandPopover for demand strip details (replaces broken "Loading" modal)
- ResourceHoverCard on name hover showing skills, rates, role, chapter
- Merged heatmap+vacation tooltips into unified TimelineTooltip component
- Fixed overbooking blink animation (date normalization, z-index ordering)
- Fixed dark mode sticky column bleed-through in project view
- System roles admin page, notification task management, performance review docs

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-18 23:43:51 +01:00

241 lines
15 KiB
TypeScript

"use client";
import { clsx } from "clsx";
import { CommercialTermsEditor } from "~/components/estimates/CommercialTermsEditor.js";
import type {
EstimateVersionView,
EstimateWorkspaceView,
} from "~/components/estimates/EstimateWorkspace.types.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { formatMoney } from "~/lib/format.js";
function EmptyState({ children }: { children: React.ReactNode }) {
return (
<div className="rounded-3xl border border-dashed border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 px-5 py-10 text-center text-sm text-gray-400">
{children}
</div>
);
}
export function FinancialsTab({ estimate, canEdit }: { estimate: EstimateWorkspaceView; canEdit: boolean }) {
const versions = estimate.versions as EstimateVersionView[];
const latestVersion = versions[0] ?? null;
const demandLines = latestVersion?.demandLines ?? [];
if (demandLines.length === 0) {
return <EmptyState>No demand lines available to generate financial summaries.</EmptyState>;
}
const totals = demandLines.reduce(
(acc, line) => ({
hours: acc.hours + line.hours,
costCents: acc.costCents + line.costTotalCents,
priceCents: acc.priceCents + line.priceTotalCents,
}),
{ hours: 0, costCents: 0, priceCents: 0 },
);
const marginCents = totals.priceCents - totals.costCents;
const marginPercent = totals.priceCents > 0 ? (marginCents / totals.priceCents) * 100 : 0;
const avgCostRate = totals.hours > 0 ? totals.costCents / totals.hours : 0;
const avgBillRate = totals.hours > 0 ? totals.priceCents / totals.hours : 0;
// Group by chapter
const chapterMap = new Map<string, { hours: number; costCents: number; priceCents: number; count: number }>();
for (const line of demandLines) {
const chapter = line.chapter?.trim() || "Unassigned";
const existing = chapterMap.get(chapter) ?? { hours: 0, costCents: 0, priceCents: 0, count: 0 };
existing.hours += line.hours;
existing.costCents += line.costTotalCents;
existing.priceCents += line.priceTotalCents;
existing.count += 1;
chapterMap.set(chapter, existing);
}
const chapterBreakdown = [...chapterMap.entries()]
.sort(([, a], [, b]) => b.priceCents - a.priceCents);
// Monthly cost/price phasing
const spreads = demandLines.filter(
(line): line is typeof line & { monthlySpread: Record<string, number> } =>
line.monthlySpread != null && Object.keys(line.monthlySpread).length > 0,
);
const monthlyFinancials = new Map<string, { hours: number; costCents: number; priceCents: number }>();
for (const line of spreads) {
const costRate = line.hours > 0 ? line.costTotalCents / line.hours : 0;
const billRate = line.hours > 0 ? line.priceTotalCents / line.hours : 0;
for (const [month, hours] of Object.entries(line.monthlySpread)) {
const existing = monthlyFinancials.get(month) ?? { hours: 0, costCents: 0, priceCents: 0 };
existing.hours += hours;
existing.costCents += Math.round(hours * costRate);
existing.priceCents += Math.round(hours * billRate);
monthlyFinancials.set(month, existing);
}
}
const sortedMonths = [...monthlyFinancials.keys()].sort();
return (
<div className="space-y-6">
{/* Summary cards */}
<div className="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<p className="text-xs uppercase tracking-wide text-gray-400">Total Cost <InfoTooltip content="Sum of (hours x cost rate) for all demand lines. Avg shows weighted average cost per hour." /></p>
<p className="mt-2 text-2xl font-semibold text-gray-900 dark:text-gray-100">{formatMoney(totals.costCents, estimate.baseCurrency)}</p>
<p className="mt-1 text-xs text-gray-500 dark:text-gray-400">Avg {formatMoney(Math.round(avgCostRate), estimate.baseCurrency)}/h</p>
</div>
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<p className="text-xs uppercase tracking-wide text-gray-400">Total Price <InfoTooltip content="Sum of (hours x sell rate) for all demand lines. This is the total client-facing revenue." /></p>
<p className="mt-2 text-2xl font-semibold text-gray-900 dark:text-gray-100">{formatMoney(totals.priceCents, estimate.baseCurrency)}</p>
<p className="mt-1 text-xs text-gray-500 dark:text-gray-400">Avg {formatMoney(Math.round(avgBillRate), estimate.baseCurrency)}/h</p>
</div>
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<p className="text-xs uppercase tracking-wide text-gray-400">Margin <InfoTooltip content="Margin = Total Price - Total Cost. Margin % = Margin / Total Price x 100. Green = positive, red = negative." /></p>
<p className={clsx("mt-2 text-2xl font-semibold", marginCents >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{formatMoney(marginCents, estimate.baseCurrency)}
</p>
<p className="mt-1 text-xs text-gray-500 dark:text-gray-400">{marginPercent.toFixed(1)}% of price</p>
</div>
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<p className="text-xs uppercase tracking-wide text-gray-400">Total Hours <InfoTooltip content="Sum of all demand line hours. Each demand line contributes its hours to this total." /></p>
<p className="mt-2 text-2xl font-semibold text-gray-900 dark:text-gray-100">{totals.hours.toFixed(1)} h</p>
<p className="mt-1 text-xs text-gray-500 dark:text-gray-400">{demandLines.length} demand lines</p>
</div>
</div>
{/* Margin waterfall: Cost -> Margin -> Price */}
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<h3 className="mb-4 text-base font-semibold text-gray-900 dark:text-gray-100">Cost to price bridge <InfoTooltip content="Visual waterfall: internal cost + margin = client price. Bar heights are proportional." /></h3>
<div className="flex items-end gap-1 h-32">
{(() => {
const maxVal = Math.max(totals.costCents, totals.priceCents, 1);
const costH = (totals.costCents / maxVal) * 100;
const marginH = (Math.abs(marginCents) / maxVal) * 100;
const priceH = (totals.priceCents / maxVal) * 100;
return (
<>
<div className="flex-1 flex flex-col items-center gap-1">
<div className="w-full rounded-t-xl bg-gray-300 dark:bg-gray-600" style={{ height: `${costH}%` }} />
<span className="text-xs font-medium text-gray-600 dark:text-gray-400">Cost</span>
<span className="text-xs text-gray-500 dark:text-gray-400">{formatMoney(totals.costCents, estimate.baseCurrency)}</span>
</div>
<div className="flex-1 flex flex-col items-center gap-1">
<div
className={clsx("w-full rounded-t-xl", marginCents >= 0 ? "bg-emerald-400" : "bg-red-400")}
style={{ height: `${marginH}%` }}
/>
<span className="text-xs font-medium text-gray-600 dark:text-gray-400">Margin</span>
<span className="text-xs text-gray-500 dark:text-gray-400">{formatMoney(marginCents, estimate.baseCurrency)}</span>
</div>
<div className="flex-1 flex flex-col items-center gap-1">
<div className="w-full rounded-t-xl bg-brand-500" style={{ height: `${priceH}%` }} />
<span className="text-xs font-medium text-gray-600 dark:text-gray-400">Price</span>
<span className="text-xs text-gray-500 dark:text-gray-400">{formatMoney(totals.priceCents, estimate.baseCurrency)}</span>
</div>
</>
);
})()}
</div>
</div>
{/* Chapter breakdown */}
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<h3 className="mb-3 text-base font-semibold text-gray-900 dark:text-gray-100">Breakdown by chapter <InfoTooltip content="Financial aggregation by department/chapter. Chapter margin % = (price - cost) / price x 100." /></h3>
<div className="overflow-x-auto">
<table className="w-full text-left text-sm">
<thead>
<tr className="border-b border-gray-200 dark:border-gray-700 text-xs uppercase tracking-wider text-gray-500 dark:text-gray-400">
<th className="py-2 pr-3 font-medium">Chapter</th>
<th className="px-3 py-2 text-right font-medium">Lines</th>
<th className="px-3 py-2 text-right font-medium">Hours</th>
<th className="px-3 py-2 text-right font-medium">Cost</th>
<th className="px-3 py-2 text-right font-medium">Price</th>
<th className="px-3 py-2 text-right font-medium">Margin</th>
<th className="pl-3 py-2 text-right font-medium">Margin %</th>
</tr>
</thead>
<tbody>
{chapterBreakdown.map(([chapter, data]) => {
const chapterMargin = data.priceCents - data.costCents;
const chapterMarginPct = data.priceCents > 0 ? (chapterMargin / data.priceCents) * 100 : 0;
return (
<tr key={chapter} className="border-b border-gray-100 dark:border-gray-700/50">
<td className="py-2 pr-3 font-medium text-gray-900 dark:text-gray-100">{chapter}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-600 dark:text-gray-400">{data.count}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{data.hours.toFixed(1)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{formatMoney(data.costCents, estimate.baseCurrency)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{formatMoney(data.priceCents, estimate.baseCurrency)}</td>
<td className={clsx("px-3 py-2 text-right tabular-nums", chapterMargin >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{formatMoney(chapterMargin, estimate.baseCurrency)}
</td>
<td className={clsx("pl-3 py-2 text-right tabular-nums", chapterMarginPct >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{chapterMarginPct.toFixed(1)}%
</td>
</tr>
);
})}
<tr className="border-t-2 border-gray-300 dark:border-gray-600 font-semibold">
<td className="py-2 pr-3 text-gray-900 dark:text-gray-100">Total</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-900 dark:text-gray-100">{demandLines.length}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-900 dark:text-gray-100">{totals.hours.toFixed(1)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-900 dark:text-gray-100">{formatMoney(totals.costCents, estimate.baseCurrency)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-900 dark:text-gray-100">{formatMoney(totals.priceCents, estimate.baseCurrency)}</td>
<td className={clsx("px-3 py-2 text-right tabular-nums", marginCents >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{formatMoney(marginCents, estimate.baseCurrency)}
</td>
<td className={clsx("pl-3 py-2 text-right tabular-nums", marginPercent >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{marginPercent.toFixed(1)}%
</td>
</tr>
</tbody>
</table>
</div>
</div>
{/* Monthly cost/price phasing */}
{sortedMonths.length > 0 && (
<div className="rounded-3xl border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-5 shadow-sm">
<h3 className="mb-3 text-base font-semibold text-gray-900 dark:text-gray-100">Monthly financial phasing <InfoTooltip content="Monthly cost and price derived from each line's hourly spread. Cost = monthly hours x line cost rate. Price = monthly hours x line sell rate." /></h3>
<div className="overflow-x-auto">
<table className="w-full text-left text-sm">
<thead>
<tr className="border-b border-gray-200 dark:border-gray-700 text-xs uppercase tracking-wider text-gray-500 dark:text-gray-400">
<th className="py-2 pr-3 font-medium">Month</th>
<th className="px-3 py-2 text-right font-medium">Hours</th>
<th className="px-3 py-2 text-right font-medium">Cost</th>
<th className="px-3 py-2 text-right font-medium">Price</th>
<th className="pl-3 py-2 text-right font-medium">Margin</th>
</tr>
</thead>
<tbody>
{sortedMonths.map((month) => {
const data = monthlyFinancials.get(month)!;
const mMargin = data.priceCents - data.costCents;
return (
<tr key={month} className="border-b border-gray-100 dark:border-gray-700/50">
<td className="py-2 pr-3 font-medium text-gray-900 dark:text-gray-100">{month}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{data.hours.toFixed(1)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{formatMoney(data.costCents, estimate.baseCurrency)}</td>
<td className="px-3 py-2 text-right tabular-nums text-gray-700 dark:text-gray-300">{formatMoney(data.priceCents, estimate.baseCurrency)}</td>
<td className={clsx("pl-3 py-2 text-right tabular-nums", mMargin >= 0 ? "text-emerald-700 dark:text-emerald-400" : "text-red-700 dark:text-red-400")}>
{formatMoney(mMargin, estimate.baseCurrency)}
</td>
</tr>
);
})}
</tbody>
</table>
</div>
</div>
)}
{/* Commercial Terms */}
<CommercialTermsEditor
estimateId={estimate.id}
baseCostCents={totals.costCents}
basePriceCents={totals.priceCents}
baseCurrency={estimate.baseCurrency}
canEdit={canEdit}
/>
</div>
);
}