feat(owner): ground Financial Overview cards + drill-down modal in real records (collected/AR/payouts/vendor-spend)

src/components/owner/FinancialDetailsModal.jsx

@@ -2,9 +2,11 @@ import React, { useMemo, useState } from 'react';
 import { createPortal } from 'react-dom';
 import { X, ArrowUpRight, ArrowDownRight, Filter, Download, Search, CheckCircle, Clock, AlertCircle } from 'lucide-react';
 import { useMockStore } from '../../data/mockStore';
+import { DEMO_TODAY } from '../../data/mockStore';
+import { financialOverview } from '../../data/selectors';
 
 const FinancialDetailsModal = ({ isOpen, onClose, type, ownerId }) => {
-    const { projects: allProjects, vendors } = useMockStore();
+    const { projects: allProjects } = useMockStore();
     const projects = ownerId ? allProjects.filter(p => p.ownerId === ownerId) : allProjects;
     const [searchTerm, setSearchTerm] = useState('');
     const [sortConfig, setSortConfig] = useState({ key: 'amount', direction: 'desc' });
@@ -25,71 +27,63 @@ const FinancialDetailsModal = ({ isOpen, onClose, type, ownerId }) => {
 
 
     // --- Data Derivation Logic ---
+    const fin = useMemo(() => financialOverview(projects, DEMO_TODAY), [projects]);
+
     const data = useMemo(() => {
         let items = [];
         let summary = { total: 0, label: '' };
 
         switch (type) {
             case 'revenue':
-                summary.label = 'Total Revenue';
+                summary.label = 'Total Collected';
-                // Get all active/completed projects
+                items = fin.collected.items.map((it, idx) => ({
-                items = projects
+                    id: `${it.projectId}-R${idx}`,
-                    .filter(p => p.status === 'active' || p.status === 'completed')
+                    name: it.project,
-                    .map(p => ({
+                    entity: 'Client',
-                        id: p.id,
+                    date: it.date,
-                        name: p.address, // Project Name
+                    status: 'Paid',
-                        entity: 'Client',
+                    amount: it.amount,
-                        date: p.startDate,
+                    type: it.label
-                        status: p.status,
+                }));
-                        amount: p.budget,
-                        type: 'Project Budget'
-                    }));
                 break;
 
             case 'ar':
                 summary.label = 'Outstanding AR';
-                // Mock invoices from projects
+                items = fin.outstandingAR.items.map((it, idx) => ({
-                items = projects.flatMap(p =>
+                    id: `${it.projectId}-AR${idx}`,
-                    (p.invoices || []).filter(i => i.status === 'pending').map(i => ({
+                    name: it.project,
-                        id: i.id,
+                    entity: 'Client',
-                        name: p.address,
+                    date: it.dueDate,
-                        entity: 'Client',
+                    status: 'Pending',
-                        date: i.dueDate,
+                    amount: it.amount,
-                        status: 'Overdue', // Mock status
+                    type: it.label
-                        amount: i.amount,
+                }));
-                        type: 'Invoice'
-                    }))
-                );
                 break;
 
             case 'payouts':
                 summary.label = 'Pending Payouts';
-                // Mock vendor bills from project milestones
+                items = fin.pendingPayouts.items.map((it, idx) => ({
-                items = projects.flatMap(p =>
+                    id: `${it.projectId}-P${idx}`,
-                    (p.milestones || []).filter(m => m.status === 'completed').map(m => ({
+                    name: it.label,
-                        id: `BILL-${m.id}`,
+                    entity: 'Vendor',
-                        name: vendors.find(v => v.id === m.assignedTo)?.vendorName || 'Unknown Vendor',
+                    date: it.dueDate,
-                        entity: 'Vendor',
+                    status: 'Pending',
-                        date: m.dueDate,
+                    amount: it.amount,
-                        status: 'Pending Approval',
+                    type: 'Vendor Invoice'
-                        amount: p.budget * 0.05, // Mock 5% per milestone
+                }));
-                        type: 'Milestone Payment'
-                    }))
-                );
                 break;
 
             case 'spend':
                 summary.label = 'YTD Vendor Spend';
-                // Mock spend from vendors
+                items = fin.vendorSpend.items.map((it, idx) => ({
-                items = vendors.map(v => ({
+                    id: `${it.projectId}-S${idx}`,
-                    id: v.id,
+                    name: it.label,
-                    name: v.vendorName,
+                    entity: 'Vendor',
-                    entity: v.type,
+                    date: it.date,
-                    date: '2024-YTD',
                     status: 'Paid',
-                    amount: v.spend?.totalSpend || 0,
+                    amount: it.amount,
-                    type: 'Total Spend'
+                    type: 'Vendor Invoice'
-                })).filter(i => i.amount > 0);
+                }));
                 break;
 
             default:
@@ -98,13 +92,14 @@ const FinancialDetailsModal = ({ isOpen, onClose, type, ownerId }) => {
 
         summary.total = items.reduce((sum, item) => sum + item.amount, 0);
         return { items, summary };
-    }, [type, projects, vendors]);
+    }, [type, fin]);
 
     // --- Filtering & Sorting ---
-    const filteredItems = data.items.filter(item =>
+    const filteredItems = data.items.filter(item => {
-        item.name.toLowerCase().includes(searchTerm.toLowerCase()) ||
+        const lc = searchTerm.toLowerCase();
-        item.id.toLowerCase().includes(searchTerm.toLowerCase())
+        return (item.name ?? '').toLowerCase().includes(lc) ||
-    );
+            (item.id ?? '').toLowerCase().includes(lc);
+    });
 
     const sortedItems = [...filteredItems].sort((a, b) => {
         if (a[sortConfig.key] < b[sortConfig.key]) {

src/components/owner/FinancialKPICards.jsx

@@ -1,48 +1,24 @@
 import React, { useMemo } from 'react';
 import { useMockStore } from '../../data/mockStore';
+import { DEMO_TODAY } from '../../data/mockStore';
+import { financialOverview } from '../../data/selectors';
 import { DollarSign, TrendingUp, TrendingDown, CreditCard } from 'lucide-react';
 import { SpotlightCard } from '../SpotlightCard';
 
 const FinancialKPICards = ({ onCardClick, ownerId }) => {
-    const { projects, vendors } = useMockStore();
+    const { projects } = useMockStore();
 
-    // Calculate KPIs derived from mock data — filtered by ownerId when provided
+    const fin = useMemo(
-    const metrics = useMemo(() => {
+        () => financialOverview(ownerId ? projects.filter(p => p.ownerId === ownerId) : projects, DEMO_TODAY),
-        const ownerProjects = ownerId ? projects.filter(p => p.ownerId === ownerId) : projects;
+        [projects, ownerId]
-
+    );
-        let totalRevenue = 0;
-        let pendingPayouts = 0;
-
-        ownerProjects.forEach(project => {
-            if (project.status === 'active' || project.status === 'completed') {
-                totalRevenue += project.budget;
-            }
-
-            if (project.invoices) {
-                project.invoices.forEach(inv => {
-                    if (inv.status === 'pending') {
-                        pendingPayouts += inv.amount;
-                    }
-                });
-            }
-        });
-
-        const totalVendorSpend = vendors.reduce((acc, v) => acc + (v.spend?.totalSpend || 0), 0);
-
-        return {
-            totalRevenue,
-            outstandingAR: totalRevenue * 0.3,
-            pendingPayouts,
-            totalVendorSpend
-        };
-    }, [projects, vendors, ownerId]);
 
     const cards = [
         {
             id: 'revenue',
-            title: 'Revenue This Month',
+            title: 'Collected to Date',
-            value: `$${(metrics.totalRevenue / 1000).toFixed(1)}k`,
+            value: `$${(fin.collected.total / 1000).toFixed(1)}k`,
-            change: '+12%',
+            change: `${fin.collected.items.length} payments`,
             trend: 'up',
             icon: DollarSign,
             color: 'text-emerald-400',
@@ -52,10 +28,10 @@ const FinancialKPICards = ({ onCardClick, ownerId }) => {
         {
             id: 'ar',
             title: 'Outstanding AR',
-            value: `$${(metrics.outstandingAR / 1000).toFixed(1)}k`,
+            value: `$${(fin.outstandingAR.total / 1000).toFixed(1)}k`,
-            change: '5 Pending',
+            change: `${fin.outstandingAR.count} pending`,
             trend: 'neutral',
-            icon: TrendingUp, // Invoicing icon
+            icon: TrendingUp,
             color: 'text-blue-400',
             bg: 'bg-blue-400/10',
             border: 'border-blue-400/20'
@@ -63,9 +39,11 @@ const FinancialKPICards = ({ onCardClick, ownerId }) => {
         {
             id: 'payouts',
             title: 'Pending Payouts',
-            value: `$${(metrics.pendingPayouts / 1000).toFixed(1)}k`,
+            value: `$${(fin.pendingPayouts.total / 1000).toFixed(1)}k`,
-            change: 'Due in 7 days',
+            change: fin.pendingPayouts.dueSoonCount > 0
-            trend: 'down', // Money going out
+                ? `${fin.pendingPayouts.dueSoonCount} due in 7d`
+                : `${fin.pendingPayouts.items.length} pending`,
+            trend: 'down',
             icon: CreditCard,
             color: 'text-amber-400',
             bg: 'bg-amber-400/10',
@@ -74,9 +52,9 @@ const FinancialKPICards = ({ onCardClick, ownerId }) => {
         {
             id: 'spend',
             title: 'YTD Vendor Spend',
-            value: `$${(metrics.totalVendorSpend / 1000).toFixed(1)}k`,
+            value: `$${(fin.vendorSpend.total / 1000).toFixed(1)}k`,
-            change: '+8% vs LY',
+            change: `${fin.vendorSpend.items.length} invoices`,
-            trend: 'up', // Spending more
+            trend: 'up',
             icon: TrendingDown,
             color: 'text-purple-400',
             bg: 'bg-purple-400/10',