wages/frontend/src/pages/Monthly.tsx
jtricerolph 2e0592eb90 Initial scaffold: wages app
Full wage cost reporting app — weekly/monthly views, rolling 12-week/12-month
history, budget management, Workforce API sync with SSE backfill, net sales
via forecasting public API, department filter, CSV export.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-07-23 09:03:52 +00:00

274 lines
12 KiB
TypeScript

import { useState, useEffect, useCallback } from 'react'
import { ChevronLeft, ChevronRight, Download } from 'lucide-react'
import {
BarChart, Bar, XAxis, YAxis, Tooltip, Legend, ResponsiveContainer, Cell,
} from 'recharts'
import { getActuals, getScheduled, getNetSales, getBudgets, downloadExport } from '../api'
import type { DeptActuals, WageBudget } from '../types'
function fmt(d: Date): string { return d.toISOString().slice(0, 10) }
function addDays(d: Date, n: number): Date { const r = new Date(d); r.setDate(r.getDate() + n); return r }
function daysInMonth(y: number, m: number): number { return new Date(y, m, 0).getDate() }
function fmtMoney(n: number): string { return `£${Math.round(n).toLocaleString('en-GB')}` }
function pctClass(pct: number): string { return pct <= 100 ? 'pct-green' : pct <= 110 ? 'pct-amber' : 'pct-red' }
const DEPT_COLORS = ['#065f46','#059669','#0891b2','#7c3aed','#c2410c','#b45309','#0f766e','#4338ca','#be185d','#15803d']
export default function Monthly() {
const today = new Date()
const [year, setYear] = useState(today.getFullYear())
const [month, setMonth] = useState(today.getMonth() + 1) // 1-based
const [depts, setDepts] = useState<DeptActuals[]>([])
const [scheduled, setScheduled] = useState<Record<string, Record<string, number>>>({}) // dept_id → date → cost
const [netSales, setNetSales] = useState(0)
const [budget, setBudget] = useState<number | null>(null)
const [showOncosts, setShowOncosts] = useState(true)
const [loading, setLoading] = useState(true)
const [error, setError] = useState<string | null>(null)
const dim = daysInMonth(year, month)
const monthStr = `${year}-${String(month).padStart(2, '0')}`
const fromStr = `${monthStr}-01`
const toStr = `${monthStr}-${String(dim).padStart(2, '0')}`
const todayStr = fmt(today)
const isCurrentMonth = year === today.getFullYear() && month === today.getMonth() + 1
const load = useCallback(async () => {
setLoading(true); setError(null)
try {
const [actRes, schRes, salesRes, budRes] = await Promise.all([
getActuals(fromStr, toStr),
getScheduled(todayStr, toStr),
getNetSales(fromStr, todayStr),
getBudgets(),
])
setDepts(actRes.departments)
setShowOncosts(actRes.show_oncosts)
// Build scheduled map
const schMap: Record<string, Record<string, number>> = {}
for (const dep of schRes.departments) {
schMap[dep.department_id] = {}
for (const [date, val] of Object.entries(dep.days)) {
schMap[dep.department_id][date] = val.cost
}
}
setScheduled(schMap)
setNetSales(salesRes.days.reduce((s, d) => s + d.net_sales, 0))
const bRow = budRes.budgets.find(b => b.month === `${fromStr}`)
setBudget(bRow ? bRow.budget_amount : null)
} catch (e: unknown) {
setError(e instanceof Error ? e.message : 'Failed to load')
} finally {
setLoading(false)
}
}, [fromStr, toStr, todayStr])
useEffect(() => { load() }, [load])
const prev = () => { if (month === 1) { setYear(y => y - 1); setMonth(12) } else { setMonth(m => m - 1) } }
const next = () => { if (month === 12) { setYear(y => y + 1); setMonth(1) } else { setMonth(m => m + 1) } }
// Build dept summary: actual MTD + forecast EOM
const deptSummary = depts.map((dep, idx) => {
const actualMTD = Object.entries(dep.days)
.filter(([d]) => d <= todayStr)
.reduce((s, [, v]) => s + v.cost, 0)
// Forecast remaining days
let forecastRem = 0
for (let day = 1; day <= dim; day++) {
const dateStr = `${monthStr}-${String(day).padStart(2, '0')}`
if (dateStr <= todayStr) continue
// Priority: rota → prior week same DoW actual
const rotaCost = schMap(dep.department_id, dateStr)
if (rotaCost != null) {
forecastRem += rotaCost
continue
}
const priorDate = addDays(new Date(dateStr + 'T00:00:00'), -7)
const priorStr = fmt(priorDate)
const priorCost = dep.days[priorStr]?.cost
if (priorCost != null) forecastRem += priorCost
}
return {
department_id: dep.department_id,
department_name: dep.department_name,
actual_mtd: actualMTD,
forecast_eom: actualMTD + forecastRem,
color: DEPT_COLORS[idx % DEPT_COLORS.length],
}
}).sort((a, b) => b.forecast_eom - a.forecast_eom)
function schMap(deptId: string, date: string): number | null {
return scheduled[deptId]?.[date] ?? null
}
const totalActual = deptSummary.reduce((s, d) => s + d.actual_mtd, 0)
const totalForecast = deptSummary.reduce((s, d) => s + d.forecast_eom, 0)
const pctBudget = budget != null && budget > 0 ? (totalForecast / budget) * 100 : null
const pctSales = netSales > 0 ? (totalActual / netSales) * 100 : null
const variance = budget != null ? totalForecast - budget : null
// Build chart data: group by week
const weeks: { label: string; actual: number; forecast: number; isPast: boolean }[] = []
for (let w = 0; w * 7 < dim; w++) {
const wStart = w * 7 + 1
const wEnd = Math.min(wStart + 6, dim)
const wEndDate = new Date(`${monthStr}-${String(wEnd).padStart(2, '0')}T00:00:00`)
const isPast = wEndDate < today
let actual = 0, forecast = 0
for (let day = wStart; day <= wEnd; day++) {
const dateStr = `${monthStr}-${String(day).padStart(2, '0')}`
const isActual = dateStr <= todayStr
const total = deptSummary.reduce((s, dep) => {
if (isActual) return s + (depts.find(d => d.department_id === dep.department_id)?.days[dateStr]?.cost ?? 0)
const rota = schMap(dep.department_id, dateStr)
if (rota != null) return s + rota
const prior = depts.find(d => d.department_id === dep.department_id)?.days[fmt(addDays(new Date(dateStr + 'T00:00:00'), -7))]?.cost ?? 0
return s + prior
}, 0)
if (isActual) actual += total; else forecast += total
}
weeks.push({ label: `W${w + 1}`, actual, forecast, isPast })
}
const monthLabel = new Date(year, month - 1, 1).toLocaleDateString('en-GB', { month: 'long', year: 'numeric' })
return (
<div>
<div className="page-header">
<h1 className="page-title">Monthly View</h1>
<button className="btn btn-secondary" onClick={() => downloadExport('monthly', fromStr, toStr)}>
<Download size={14} strokeWidth={1.75} /> CSV
</button>
</div>
<div className="period-nav" style={{ marginBottom: 20 }}>
<button className="btn btn-secondary" onClick={prev}><ChevronLeft size={16} strokeWidth={1.75} /></button>
<span className="period-label">{monthLabel}</span>
<button className="btn btn-secondary" onClick={next} disabled={isCurrentMonth}><ChevronRight size={16} strokeWidth={1.75} /></button>
</div>
<div className="summary-grid">
<div className="summary-card">
<div className="label">Actual MTD</div>
<div className="value">{fmtMoney(totalActual)}</div>
</div>
<div className="summary-card">
<div className="label">Forecast EOM</div>
<div className="value">{fmtMoney(totalForecast)}</div>
<div className="sub">rota + prior-week actual</div>
</div>
<div className="summary-card">
<div className="label">Monthly Budget</div>
<div className="value">{budget != null ? fmtMoney(budget) : '—'}</div>
</div>
<div className="summary-card">
<div className="label">% Budget (Forecast)</div>
<div className="value">
{pctBudget != null
? <span className={`pct-badge ${pctClass(pctBudget)}`}>{pctBudget.toFixed(1)}%</span>
: '—'}
</div>
{variance != null && (
<div className={`sub ${variance > 0 ? 'variance-over' : 'variance-under'}`}>
{variance > 0 ? `+${fmtMoney(variance)} over` : `${fmtMoney(Math.abs(variance))} under`}
</div>
)}
</div>
<div className="summary-card">
<div className="label">Net Sales MTD</div>
<div className="value">{fmtMoney(netSales)}</div>
</div>
<div className="summary-card">
<div className="label">% Net Sales</div>
<div className="value">{pctSales != null ? `${pctSales.toFixed(1)}%` : '—'}</div>
</div>
</div>
{loading && <div className="state-center">Loading</div>}
{error && <div className="state-center" style={{ color: '#dc2626' }}>{error}</div>}
{!loading && !error && (
<>
{/* Stacked bar chart */}
<div className="card">
<div className="card-title">Weekly Breakdown</div>
<ResponsiveContainer width="100%" height={260}>
<BarChart data={weeks} margin={{ top: 4, right: 16, left: 16, bottom: 0 }}>
<XAxis dataKey="label" tick={{ fontSize: 12 }} />
<YAxis tickFormatter={v => `£${Math.round(v / 1000)}k`} tick={{ fontSize: 11 }} width={55} />
<Tooltip formatter={(v: number) => fmtMoney(v)} />
<Legend />
{deptSummary.map(dep => (
<Bar key={dep.department_id} dataKey={dep.department_name} stackId="a" fill={dep.color}>
{weeks.map((w, i) => (
<Cell key={i} fill={dep.color} opacity={w.isPast ? 1 : 0.4} />
))}
</Bar>
))}
</BarChart>
</ResponsiveContainer>
</div>
{/* Dept breakdown table */}
<div className="card">
<table className="data-table">
<thead>
<tr>
<th>Department</th>
<th className="right">Actual MTD</th>
<th className="right">Forecast EOM</th>
<th className="right">Budget</th>
<th className="right">% Budget</th>
<th className="right">Variance</th>
</tr>
</thead>
<tbody>
{deptSummary.map(dep => {
const dp = budget != null && budget > 0 ? (dep.forecast_eom / budget) * 100 : null
const dv = budget != null ? dep.forecast_eom - budget : null
return (
<tr key={dep.department_id}>
<td><span style={{ display: 'inline-block', width: 10, height: 10, borderRadius: '50%', background: dep.color, marginRight: 8 }} />{dep.department_name}</td>
<td className="right">{fmtMoney(dep.actual_mtd)}</td>
<td className="right">{fmtMoney(dep.forecast_eom)}</td>
<td className="right"></td>
<td className="right">
{dp != null ? <span className={`pct-badge ${pctClass(dp)}`}>{dp.toFixed(1)}%</span> : '—'}
</td>
<td className="right">
{dv != null && <span className={dv > 0 ? 'variance-over' : 'variance-under'}>{dv > 0 ? '+' : ''}{fmtMoney(dv)}</span>}
</td>
</tr>
)
})}
<tr className="total-row">
<td>Total</td>
<td className="right">{fmtMoney(totalActual)}</td>
<td className="right">{fmtMoney(totalForecast)}</td>
<td className="right">{budget != null ? fmtMoney(budget) : '—'}</td>
<td className="right">
{pctBudget != null ? <span className={`pct-badge ${pctClass(pctBudget)}`}>{pctBudget.toFixed(1)}%</span> : '—'}
</td>
<td className="right">
{variance != null && <span className={variance > 0 ? 'variance-over' : 'variance-under'}>{variance > 0 ? '+' : ''}{fmtMoney(variance)}</span>}
</td>
</tr>
</tbody>
</table>
{showOncosts && <p className="footnote">Includes estimated employer on-costs. Final payroll figures are in Sage.</p>}
</div>
</>
)}
</div>
)
}