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refactor: remove deprecated components and streamline member coverage calculations, enhance budget management with improved payroll handling, and update UI elements for better clarity

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This commit is contained in:
Jennie Robinson Faber 2025-09-06 09:48:57 +01:00
parent 983aeca2dc
commit 09d8794d72
42 changed files with 2166 additions and 2974 deletions
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209
stores/budget.ts
View file

@ -319,15 +319,22 @@ export const useBudgetStore = defineStore(
if (!isInitialized.value) return;
const coopStore = useCoopBuilderStore();
const payrollIndex = budgetWorksheet.value.expenses.findIndex(item => item.id === "expense-payroll");
const basePayrollIndex = budgetWorksheet.value.expenses.findIndex(item => item.id === "expense-payroll-base");
const oncostIndex = budgetWorksheet.value.expenses.findIndex(item => item.id === "expense-payroll-oncosts");
if (payrollIndex === -1) return; // No existing payroll entry
// If no split payroll entries exist, look for legacy single entry
const legacyIndex = budgetWorksheet.value.expenses.findIndex(item => item.id === "expense-payroll");
if (basePayrollIndex === -1 && legacyIndex === -1) return; // No existing payroll entries
const totalHours = coopStore.members.reduce((sum, m) => sum + (m.hoursPerMonth || 0), 0);
const hourlyWage = coopStore.equalHourlyWage || 0;
const oncostPct = coopStore.payrollOncostPct || 0;
const basePayrollBudget = totalHours * hourlyWage;
// Declare today once for the entire function
const today = new Date();
if (basePayrollBudget > 0 && coopStore.members.length > 0) {
// Use policy-driven allocation
const payPolicy = {
@ -340,44 +347,92 @@ export const useBudgetStore = defineStore(
displayName: m.name,
monthlyPayPlanned: m.monthlyPayPlanned || 0,
minMonthlyNeeds: m.minMonthlyNeeds || 0,
targetMonthlyPay: m.targetMonthlyPay || 0,
role: m.role || '',
hoursPerMonth: m.hoursPerMonth || 0
}));
const allocatedMembers = allocatePayroll(membersForAllocation, payPolicy, basePayrollBudget);
// Sum with operating mode consideration
// Sum the allocated payroll amounts
const totalAllocatedPayroll = allocatedMembers.reduce((sum, m) => {
const planned = m.monthlyPayPlanned || 0;
if (coopStore.operatingMode === 'min' && m.minMonthlyNeeds) {
return sum + Math.min(planned, m.minMonthlyNeeds);
}
return sum + planned;
return sum + (m.monthlyPayPlanned || 0);
}, 0);
const monthlyPayroll = totalAllocatedPayroll * (1 + oncostPct / 100);
// Update monthly values for base payroll
// Update monthly values
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, "0")}`;
budgetWorksheet.value.expenses[payrollIndex].monthlyValues[monthKey] = monthlyPayroll;
if (basePayrollIndex !== -1) {
// Update base payroll entry
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, "0")}`;
budgetWorksheet.value.expenses[basePayrollIndex].monthlyValues[monthKey] = totalAllocatedPayroll;
}
// Update annual values for base payroll
budgetWorksheet.value.expenses[basePayrollIndex].values = {
year1: { best: totalAllocatedPayroll * 12, worst: totalAllocatedPayroll * 8, mostLikely: totalAllocatedPayroll * 12 },
year2: { best: totalAllocatedPayroll * 14, worst: totalAllocatedPayroll * 10, mostLikely: totalAllocatedPayroll * 13 },
year3: { best: totalAllocatedPayroll * 16, worst: totalAllocatedPayroll * 12, mostLikely: totalAllocatedPayroll * 15 }
};
}
// Update annual values
budgetWorksheet.value.expenses[payrollIndex].values = {
year1: { best: monthlyPayroll * 12, worst: monthlyPayroll * 8, mostLikely: monthlyPayroll * 12 },
year2: { best: monthlyPayroll * 14, worst: monthlyPayroll * 10, mostLikely: monthlyPayroll * 13 },
year3: { best: monthlyPayroll * 16, worst: monthlyPayroll * 12, mostLikely: monthlyPayroll * 15 }
};
if (oncostIndex !== -1) {
// Update oncost entry
const oncostAmount = totalAllocatedPayroll * (oncostPct / 100);
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, "0")}`;
budgetWorksheet.value.expenses[oncostIndex].monthlyValues[monthKey] = oncostAmount;
}
// Update name with current percentage
budgetWorksheet.value.expenses[oncostIndex].name = `Payroll Taxes & Benefits (${oncostPct}%)`;
// Update annual values for oncosts
budgetWorksheet.value.expenses[oncostIndex].values = {
year1: { best: oncostAmount * 12, worst: oncostAmount * 8, mostLikely: oncostAmount * 12 },
year2: { best: oncostAmount * 14, worst: oncostAmount * 10, mostLikely: oncostAmount * 13 },
year3: { best: oncostAmount * 16, worst: oncostAmount * 12, mostLikely: oncostAmount * 15 }
};
}
// Handle legacy single payroll entry (update to combined amount for backwards compatibility)
if (legacyIndex !== -1 && basePayrollIndex === -1) {
const monthlyPayroll = totalAllocatedPayroll * (1 + oncostPct / 100);
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, "0")}`;
budgetWorksheet.value.expenses[legacyIndex].monthlyValues[monthKey] = monthlyPayroll;
}
budgetWorksheet.value.expenses[legacyIndex].values = {
year1: { best: monthlyPayroll * 12, worst: monthlyPayroll * 8, mostLikely: monthlyPayroll * 12 },
year2: { best: monthlyPayroll * 14, worst: monthlyPayroll * 10, mostLikely: monthlyPayroll * 13 },
year3: { best: monthlyPayroll * 16, worst: monthlyPayroll * 12, mostLikely: monthlyPayroll * 15 }
};
}
}
}
// Force reinitialize - always reload from wizard data
async function forceInitializeFromWizardData() {
console.log("=== FORCE BUDGET INITIALIZATION ===");
isInitialized.value = false;
budgetWorksheet.value.revenue = [];
budgetWorksheet.value.expenses = [];
await initializeFromWizardData();
}
// Initialize worksheet from wizard data
async function initializeFromWizardData() {
if (isInitialized.value && budgetWorksheet.value.revenue.length > 0) {
console.log("=== BUDGET INITIALIZATION DEBUG ===");
console.log("Is already initialized:", isInitialized.value);
console.log("Current revenue items:", budgetWorksheet.value.revenue.length);
console.log("Current expense items:", budgetWorksheet.value.expenses.length);
// Check if we have actual budget data (not just initialized flag)
if (isInitialized.value && (budgetWorksheet.value.revenue.length > 0 || budgetWorksheet.value.expenses.length > 0)) {
console.log("Already initialized with data, skipping...");
return;
}
@ -388,15 +443,19 @@ export const useBudgetStore = defineStore(
// Use the new coopBuilder store instead of the old stores
const coopStore = useCoopBuilderStore();
console.log("Streams:", coopStore.streams.length, "streams");
console.log("Members:", coopStore.members.length, "members");
console.log("Equal wage:", coopStore.equalHourlyWage || "No wage set");
console.log("Overhead costs:", coopStore.overheadCosts.length, "costs");
console.log("CoopStore Data:");
console.log("- Streams:", coopStore.streams.length, coopStore.streams);
console.log("- Members:", coopStore.members.length, coopStore.members);
console.log("- Equal wage:", coopStore.equalHourlyWage || "No wage set");
console.log("- Overhead costs:", coopStore.overheadCosts.length, coopStore.overheadCosts);
// Clear existing data
budgetWorksheet.value.revenue = [];
budgetWorksheet.value.expenses = [];
// Declare today once for the entire function
const today = new Date();
// Add revenue streams from wizard (but don't auto-load fixtures)
// Note: We don't auto-load fixtures anymore, but wizard data should still work
@ -423,7 +482,6 @@ export const useBudgetStore = defineStore(
// Create monthly values - split the annual target evenly across 12 months
const monthlyValues: Record<string, number> = {};
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(
@ -470,8 +528,16 @@ export const useBudgetStore = defineStore(
const hourlyWage = coopStore.equalHourlyWage || 0;
const oncostPct = coopStore.payrollOncostPct || 0;
console.log("=== PAYROLL CALCULATION DEBUG ===");
console.log("Total hours:", totalHours);
console.log("Hourly wage:", hourlyWage);
console.log("Oncost %:", oncostPct);
console.log("Operating mode:", coopStore.operatingMode);
console.log("Policy relationship:", coopStore.policy.relationship);
// Calculate total payroll budget using policy allocation
const basePayrollBudget = totalHours * hourlyWage;
console.log("Base payroll budget:", basePayrollBudget);
if (basePayrollBudget > 0 && coopStore.members.length > 0) {
// Use policy-driven allocation to get actual member pay amounts
@ -487,30 +553,28 @@ export const useBudgetStore = defineStore(
// Ensure all required fields exist
monthlyPayPlanned: m.monthlyPayPlanned || 0,
minMonthlyNeeds: m.minMonthlyNeeds || 0,
targetMonthlyPay: m.targetMonthlyPay || 0,
role: m.role || '',
hoursPerMonth: m.hoursPerMonth || 0
}));
// Allocate payroll based on policy
const allocatedMembers = allocatePayroll(membersForAllocation, payPolicy, basePayrollBudget);
console.log("Allocated members:", allocatedMembers.map(m => ({ name: m.name, planned: m.monthlyPayPlanned, needs: m.minMonthlyNeeds })));
// Sum the allocated amounts for total payroll, respecting operating mode
// Sum the allocated amounts for total payroll
const totalAllocatedPayroll = allocatedMembers.reduce((sum, m) => {
const planned = m.monthlyPayPlanned || 0;
// In "minimum" mode, cap at min needs to show a lean runway scenario
if (coopStore.operatingMode === 'min' && m.minMonthlyNeeds) {
return sum + Math.min(planned, m.minMonthlyNeeds);
}
console.log(`Member ${m.name}: planned ${planned}`);
return sum + planned;
}, 0);
console.log("Total allocated payroll:", totalAllocatedPayroll);
// Apply oncosts to the policy-allocated total
const monthlyPayroll = totalAllocatedPayroll * (1 + oncostPct / 100);
console.log("Monthly payroll with oncosts:", monthlyPayroll);
// Create monthly values for payroll
const monthlyValues: Record<string, number> = {};
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(
@ -519,31 +583,77 @@ export const useBudgetStore = defineStore(
monthlyValues[monthKey] = monthlyPayroll;
}
console.log("Creating split payroll budget items with monthly values:", Object.keys(monthlyValues).length, "months");
// Create base payroll monthly values (without oncosts)
const baseMonthlyValues: Record<string, number> = {};
const oncostMonthlyValues: Record<string, number> = {};
// Reuse the today variable from above
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
baseMonthlyValues[monthKey] = totalAllocatedPayroll;
oncostMonthlyValues[monthKey] = totalAllocatedPayroll * (oncostPct / 100);
}
// Add base payroll item
budgetWorksheet.value.expenses.push({
id: "expense-payroll",
id: "expense-payroll-base",
name: "Payroll",
mainCategory: "Salaries & Benefits",
subcategory: "Base wages and benefits",
source: "wizard",
monthlyValues,
monthlyValues: baseMonthlyValues,
values: {
year1: {
best: monthlyPayroll * 12,
worst: monthlyPayroll * 8,
mostLikely: monthlyPayroll * 12,
best: totalAllocatedPayroll * 12,
worst: totalAllocatedPayroll * 8,
mostLikely: totalAllocatedPayroll * 12,
},
year2: {
best: monthlyPayroll * 14,
worst: monthlyPayroll * 10,
mostLikely: monthlyPayroll * 13,
best: totalAllocatedPayroll * 14,
worst: totalAllocatedPayroll * 10,
mostLikely: totalAllocatedPayroll * 13,
},
year3: {
best: monthlyPayroll * 16,
worst: monthlyPayroll * 12,
mostLikely: monthlyPayroll * 15,
best: totalAllocatedPayroll * 16,
worst: totalAllocatedPayroll * 12,
mostLikely: totalAllocatedPayroll * 15,
},
},
});
// Add payroll oncosts item (if oncost percentage > 0)
if (oncostPct > 0) {
const oncostAmount = totalAllocatedPayroll * (oncostPct / 100);
budgetWorksheet.value.expenses.push({
id: "expense-payroll-oncosts",
name: `Payroll Taxes & Benefits (${oncostPct}%)`,
mainCategory: "Salaries & Benefits",
subcategory: "Payroll taxes and benefits",
source: "wizard",
monthlyValues: oncostMonthlyValues,
values: {
year1: {
best: oncostAmount * 12,
worst: oncostAmount * 8,
mostLikely: oncostAmount * 12,
},
year2: {
best: oncostAmount * 14,
worst: oncostAmount * 10,
mostLikely: oncostAmount * 13,
},
year3: {
best: oncostAmount * 16,
worst: oncostAmount * 12,
mostLikely: oncostAmount * 15,
},
},
});
}
}
// Add overhead costs from wizard
@ -563,7 +673,6 @@ export const useBudgetStore = defineStore(
// Create monthly values for overhead costs
const monthlyValues: Record<string, number> = {};
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(
@ -696,7 +805,6 @@ export const useBudgetStore = defineStore(
if (!item.monthlyValues) {
console.log("Migrating item to monthly values:", item.name);
item.monthlyValues = {};
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(
@ -856,6 +964,7 @@ export const useBudgetStore = defineStore(
groupedExpenses,
isInitialized,
initializeFromWizardData,
forceInitializeFromWizardData,
refreshPayrollInBudget,
updateBudgetValue,
updateMonthlyValue,

2
stores/cash.ts
View file

@ -1,7 +1,7 @@
import { defineStore } from "pinia";
export const useCashStore = defineStore("cash", () => {
// 13-week cash flow events
// 13-week calendar events
const cashEvents = ref([]);
// Payment queue - staged payments within policy

60
stores/coopBuilder.ts
View file

@ -4,17 +4,17 @@ export const useCoopBuilderStore = defineStore("coop", {
state: () => ({
operatingMode: "min" as "min" | "target",
// Currency preference
currency: "EUR" as string,
// Flag to track if data was intentionally cleared
_wasCleared: false,
members: [] as Array<{
id: string;
name: string;
role?: string;
hoursPerMonth?: number;
minMonthlyNeeds: number;
targetMonthlyPay: number;
externalMonthlyIncome: number;
monthlyPayPlanned: number;
}>,
@ -22,6 +22,8 @@ export const useCoopBuilderStore = defineStore("coop", {
id: string;
label: string;
monthly: number;
annual?: number;
amountType?: 'monthly' | 'annual';
category?: string;
certainty?: string;
}>,
@ -35,7 +37,6 @@ export const useCoopBuilderStore = defineStore("coop", {
// Scenario and stress test state
scenario: "current" as
| "current"
| "quit-jobs"
| "start-production"
| "custom",
stress: {
@ -46,8 +47,7 @@ export const useCoopBuilderStore = defineStore("coop", {
// Policy settings
policy: {
relationship: "equal-pay" as "equal-pay" | "needs-weighted" | "hours-weighted" | "role-banded",
roleBands: {} as Record<string, number>,
relationship: "equal-pay" as "equal-pay" | "needs-weighted" | "hours-weighted",
},
equalHourlyWage: 50,
payrollOncostPct: 25,
@ -63,6 +63,8 @@ export const useCoopBuilderStore = defineStore("coop", {
id?: string;
name: string;
amount: number;
annualAmount?: number;
amountType?: 'monthly' | 'annual';
category?: string;
}>,
}),
@ -110,10 +112,19 @@ export const useCoopBuilderStore = defineStore("coop", {
// Stream actions
upsertStream(s: any) {
const i = this.streams.findIndex((x) => x.id === s.id);
// Calculate monthly value based on amount type
let monthlyValue = s.monthly || s.targetMonthlyAmount || 0;
if (s.amountType === 'annual' && s.annual) {
monthlyValue = Math.round(s.annual / 12);
}
const withDefaults = {
id: s.id || Date.now().toString(),
label: s.label || s.name || "",
monthly: s.monthly || s.targetMonthlyAmount || 0,
monthly: monthlyValue,
annual: s.annual || s.targetAnnualAmount || monthlyValue * 12,
amountType: s.amountType || 'monthly',
category: s.category ?? "",
certainty: s.certainty ?? "Probable",
};
@ -148,7 +159,7 @@ export const useCoopBuilderStore = defineStore("coop", {
// Scenario
setScenario(
scenario: "current" | "quit-jobs" | "start-production" | "custom"
scenario: "current" | "start-production" | "custom"
) {
this.scenario = scenario;
},
@ -159,14 +170,10 @@ export const useCoopBuilderStore = defineStore("coop", {
},
// Policy updates
setPolicy(relationship: "equal-pay" | "needs-weighted" | "hours-weighted" | "role-banded") {
setPolicy(relationship: "equal-pay" | "needs-weighted" | "hours-weighted") {
this.policy.relationship = relationship;
},
setRoleBands(bands: Record<string, number>) {
this.policy.roleBands = bands;
},
setEqualWage(wage: number) {
this.equalHourlyWage = wage;
},
@ -175,12 +182,24 @@ export const useCoopBuilderStore = defineStore("coop", {
this.payrollOncostPct = pct;
},
setCurrency(currency: string) {
this.currency = currency;
},
// Overhead costs
addOverheadCost(cost: any) {
// Calculate monthly value based on amount type
let monthlyValue = cost.amount || 0;
if (cost.amountType === 'annual' && cost.annualAmount) {
monthlyValue = Math.round(cost.annualAmount / 12);
}
const withDefaults = {
id: cost.id || Date.now().toString(),
name: cost.name || "",
amount: cost.amount || 0,
amount: monthlyValue,
annualAmount: cost.annualAmount || monthlyValue * 12,
amountType: cost.amountType || 'monthly',
category: cost.category ?? "",
};
this.overheadCosts.push(withDefaults);
@ -188,10 +207,19 @@ export const useCoopBuilderStore = defineStore("coop", {
upsertOverheadCost(cost: any) {
const i = this.overheadCosts.findIndex((c) => c.id === cost.id);
// Calculate monthly value based on amount type
let monthlyValue = cost.amount || 0;
if (cost.amountType === 'annual' && cost.annualAmount) {
monthlyValue = Math.round(cost.annualAmount / 12);
}
const withDefaults = {
id: cost.id || Date.now().toString(),
name: cost.name || "",
amount: cost.amount || 0,
amount: monthlyValue,
annualAmount: cost.annualAmount || monthlyValue * 12,
amountType: cost.amountType || 'monthly',
category: cost.category ?? "",
};
if (i === -1) {
@ -218,6 +246,7 @@ export const useCoopBuilderStore = defineStore("coop", {
// Reset ALL state to initial empty values
this._wasCleared = true;
this.operatingMode = "min";
this.currency = "EUR";
this.members = [];
this.streams = [];
this.milestones = [];
@ -229,7 +258,6 @@ export const useCoopBuilderStore = defineStore("coop", {
};
this.policy = {
relationship: "equal-pay",
roleBands: {},
};
this.equalHourlyWage = 0;
this.payrollOncostPct = 0;

26
stores/members.ts
View file

@ -43,8 +43,6 @@ export const useMembersStore = defineStore(
const normalized = {
id: raw.id || Date.now().toString(),
displayName: typeof raw.displayName === "string" ? raw.displayName : "",
roleFocus: typeof raw.roleFocus === "string" ? raw.roleFocus : "",
role: raw.role || raw.roleFocus || "",
hoursPerWeek: hoursPerWeek,
payRelationship: raw.payRelationship || "FullyPaid",
capacity: {
@ -57,10 +55,8 @@ export const useMembersStore = defineStore(
privacyNeeds: raw.privacyNeeds || "aggregate_ok",
deferredHours: Number(raw.deferredHours ?? 0),
quarterlyDeferredCap: Number(raw.quarterlyDeferredCap ?? 240),
// NEW fields for needs coverage
// Simplified - only minimum needs for allocation
minMonthlyNeeds: Number(raw.minMonthlyNeeds) || 0,
targetMonthlyPay: Number(raw.targetMonthlyPay) || 0,
externalMonthlyIncome: Number(raw.externalMonthlyIncome) || 0,
monthlyPayPlanned: Number(raw.monthlyPayPlanned) || 0,
...raw,
};
@ -203,13 +199,11 @@ export const useMembersStore = defineStore(
// Coverage calculations for individual members
function getMemberCoverage(memberId) {
const member = members.value.find((m) => m.id === memberId);
if (!member) return { minPct: undefined, targetPct: undefined };
if (!member) return { coveragePct: undefined };
return coverage(
member.minMonthlyNeeds || 0,
member.targetMonthlyPay || 0,
member.monthlyPayPlanned || 0,
member.externalMonthlyIncome || 0
member.monthlyPayPlanned || 0
);
}
@ -222,26 +216,19 @@ export const useMembersStore = defineStore(
notes: '',
equalBase: 0,
needsWeight: 0.5,
roleBands: {},
hoursRate: 0,
customFormula: ''
});
// Setters for new fields
function setMonthlyNeeds(memberId, minNeeds, targetPay) {
// Setter for minimum needs only
function setMonthlyNeeds(memberId, minNeeds) {
const member = members.value.find((m) => m.id === memberId);
if (member) {
member.minMonthlyNeeds = Number(minNeeds) || 0;
member.targetMonthlyPay = Number(targetPay) || 0;
}
}
function setExternalIncome(memberId, income) {
const member = members.value.find((m) => m.id === memberId);
if (member) {
member.externalMonthlyIncome = Number(income) || 0;
}
}
// Removed setExternalIncome - no longer needed
function setPlannedPay(memberId, planned) {
const member = members.value.find((m) => m.id === memberId);
@ -269,7 +256,6 @@ export const useMembersStore = defineStore(
resetMembers,
// New coverage actions
setMonthlyNeeds,
setExternalIncome,
setPlannedPay,
getMemberCoverage,
// Legacy actions

95
stores/scenarios.ts
View file

@ -1,95 +0,0 @@
import { defineStore } from "pinia";
export const useScenariosStore = defineStore("scenarios", () => {
// Scenario presets
const presets = ref({
current: {
name: "Operate Current Plan",
description: "Continue with existing revenue and capacity",
settings: {},
},
quitDayJobs: {
name: "Quit Day Jobs",
description: "Members leave external work, increase co-op hours",
settings: {
targetHoursMultiplier: 1.5,
externalCoverageReduction: 0.8,
},
},
startProduction: {
name: "Start Production",
description: "Launch product development phase",
settings: {
productionCostsIncrease: 2000,
effortHoursIncrease: 100,
},
},
sixMonth: {
name: "6-Month Plan",
description: "Extended planning horizon",
settings: {
timeHorizonMonths: 6,
},
},
});
// What-if sliders state
const sliders = ref({
monthlyRevenue: 0,
paidHoursPerMonth: 0,
winRatePct: 0,
avgPayoutDelayDays: 0,
hourlyWageAdjust: 0,
});
// Selected scenario
const activeScenario = ref("current");
// Computed scenario results (will be calculated by composables)
const scenarioResults = computed(() => ({
runway: 0,
monthlyCosts: 0,
cashflowRisk: "low",
recommendations: [],
}));
// Actions
function setActiveScenario(scenarioKey) {
activeScenario.value = scenarioKey;
}
function updateSlider(key, value) {
if (key in sliders.value) {
sliders.value[key] = value;
}
}
function resetSliders() {
sliders.value = {
monthlyRevenue: 0,
paidHoursPerMonth: 0,
winRatePct: 0,
avgPayoutDelayDays: 0,
hourlyWageAdjust: 0,
};
}
function saveCustomScenario(name, settings) {
presets.value[name.toLowerCase().replace(/\s+/g, "")] = {
name,
description: "Custom scenario",
settings,
};
}
return {
presets: readonly(presets),
sliders,
activeScenario: readonly(activeScenario),
scenarioResults,
setActiveScenario,
updateSlider,
resetSliders,
saveCustomScenario,
};
});

159
stores/session.ts
View file

@ -1,159 +0,0 @@
import { defineStore } from "pinia";
export const useSessionStore = defineStore("session", () => {
// Value Accounting session checklist state
const checklist = ref({
monthClosed: false,
contributionsLogged: false,
surplusCalculated: false,
needsReviewed: false,
});
// Draft distribution allocations
const draftAllocations = ref({
deferredRepay: 0,
savings: 0,
hardship: 0,
training: 0,
patronage: 0,
retained: 0,
});
// Session rationale text
const rationale = ref("");
// Current session period - use current month/year
const currentDate = new Date();
const currentYear = currentDate.getFullYear();
const currentMonth = String(currentDate.getMonth() + 1).padStart(2, '0');
const currentSession = ref(`${currentYear}-${currentMonth}`);
// Saved distribution records
const savedRecords = ref([]);
// Available amounts for distribution
const availableAmounts = ref({
surplus: 0,
deferredOwed: 0,
savingsNeeded: 0,
});
// Computed total allocated
const totalAllocated = computed(() =>
Object.values(draftAllocations.value).reduce(
(sum, amount) => sum + amount,
0
)
);
// Computed checklist completion
const checklistComplete = computed(() =>
Object.values(checklist.value).every(Boolean)
);
// Actions
function updateChecklistItem(key, value) {
if (key in checklist.value) {
checklist.value[key] = value;
}
}
function updateAllocation(key, amount) {
if (key in draftAllocations.value) {
draftAllocations.value[key] = Number(amount) || 0;
}
}
function resetAllocations() {
Object.keys(draftAllocations.value).forEach((key) => {
draftAllocations.value[key] = 0;
});
}
function updateRationale(text) {
rationale.value = text;
}
function saveSession() {
const record = {
id: Date.now().toString(),
period: currentSession.value,
date: new Date().toISOString(),
allocations: { ...draftAllocations.value },
rationale: rationale.value,
checklist: { ...checklist.value },
};
savedRecords.value.push(record);
// Reset for next session
resetAllocations();
rationale.value = "";
Object.keys(checklist.value).forEach((key) => {
checklist.value[key] = false;
});
return record;
}
function loadSession(period) {
const record = savedRecords.value.find((r) => r.period === period);
if (record) {
currentSession.value = period;
Object.assign(draftAllocations.value, record.allocations);
rationale.value = record.rationale;
Object.assign(checklist.value, record.checklist);
}
}
function setCurrentSession(period) {
currentSession.value = period;
}
function updateAvailableAmounts(amounts) {
Object.assign(availableAmounts.value, amounts);
}
function resetSession() {
// Reset checklist
Object.keys(checklist.value).forEach((key) => {
checklist.value[key] = false;
});
// Reset allocations
Object.keys(draftAllocations.value).forEach((key) => {
draftAllocations.value[key] = 0;
});
// Reset other values
rationale.value = "";
savedRecords.value = [];
// Reset available amounts
availableAmounts.value = {
surplus: 0,
deferredOwed: 0,
savingsNeeded: 0,
};
}
return {
checklist,
draftAllocations,
rationale,
currentSession: readonly(currentSession),
savedRecords: readonly(savedRecords),
availableAmounts: readonly(availableAmounts),
totalAllocated,
checklistComplete,
updateChecklistItem,
updateAllocation,
resetAllocations,
updateRationale,
saveSession,
loadSession,
setCurrentSession,
updateAvailableAmounts,
resetSession,
};
});

2
stores/streams.ts
View file

@ -48,8 +48,8 @@ export const useStreamsStore = defineStore(
} else {
const newStream = {
id: stream.id || Date.now().toString(),
name: stream.name,
category: stream.category,
name: stream.name,
subcategory: stream.subcategory || "",
targetPct: stream.targetPct || 0,
targetMonthlyAmount: stream.targetMonthlyAmount || 0,