jennie/app
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

refactor budget worksheet layout and functionality, streamline revenue and expense management, and improve modal interactions for better user experience

Browse source
This commit is contained in:
Jennie Robinson Faber 2025-08-17 21:30:10 +01:00
parent f67b138d95
commit 848386e3dd
2 changed files with 1222 additions and 442 deletions
Download patch file Download diff file Expand all files Collapse all files

939
pages/budget.vue
View file

File diff suppressed because it is too large Load diff

551
stores/budget.ts
View file

@ -8,40 +8,71 @@ export const useBudgetStore = defineStore(
// Canonical categories from WizardRevenueStep - matches the wizard exactly
const revenueCategories = ref([
'Games & Products',
'Services & Contracts',
'Grants & Funding',
'Community Support',
'Partnerships',
'Investment Income',
'In-Kind Contributions'
"Games & Products",
"Services & Contracts",
"Grants & Funding",
"Community Support",
"Partnerships",
"Investment Income",
"In-Kind Contributions",
]);
// Revenue subcategories by main category (for reference and grouping)
const revenueSubcategories = ref({
'Games & Products': ['Direct sales', 'Platform revenue share', 'DLC/expansions', 'Merchandise'],
'Services & Contracts': ['Contract development', 'Consulting', 'Workshops/teaching', 'Technical services'],
'Grants & Funding': ['Government funding', 'Arts council grants', 'Foundation support', 'Research grants'],
'Community Support': ['Patreon/subscriptions', 'Crowdfunding', 'Donations', 'Mutual aid received'],
'Partnerships': ['Corporate partnerships', 'Academic partnerships', 'Sponsorships'],
'Investment Income': ['Impact investment', 'Venture capital', 'Loans'],
'In-Kind Contributions': ['Office space', 'Equipment/hardware', 'Software licenses', 'Professional services', 'Marketing/PR services', 'Legal services']
"Games & Products": [
"Direct sales",
"Platform revenue share",
"DLC/expansions",
"Merchandise",
],
"Services & Contracts": [
"Contract development",
"Consulting",
"Workshops/teaching",
"Technical services",
],
"Grants & Funding": [
"Government funding",
"Arts council grants",
"Foundation support",
"Research grants",
],
"Community Support": [
"Patreon/subscriptions",
"Crowdfunding",
"Donations",
"Mutual aid received",
],
Partnerships: [
"Corporate partnerships",
"Academic partnerships",
"Sponsorships",
],
"Investment Income": ["Impact investment", "Venture capital", "Loans"],
"In-Kind Contributions": [
"Office space",
"Equipment/hardware",
"Software licenses",
"Professional services",
"Marketing/PR services",
"Legal services",
],
});
const expenseCategories = ref([
'Salaries & Benefits',
'Development Costs',
'Equipment & Technology',
'Marketing & Outreach',
'Office & Operations',
'Legal & Professional',
'Other Expenses'
"Salaries & Benefits",
"Development Costs",
"Equipment & Technology",
"Marketing & Outreach",
"Office & Operations",
"Legal & Professional",
"Other Expenses",
]);
// NEW: Budget worksheet structure (starts empty, populated from wizard data)
const budgetWorksheet = ref({
revenue: [],
expenses: []
expenses: [],
});
// Track if worksheet has been initialized from wizard data
@ -54,39 +85,49 @@ export const useBudgetStore = defineStore(
// Computed grouped data for category headers
const groupedRevenue = computed(() => {
const groups = {};
revenueCategories.value.forEach(category => {
groups[category] = budgetWorksheet.value.revenue.filter(item => item.mainCategory === category);
const groups: Record<string, any[]> = {};
revenueCategories.value.forEach((category) => {
groups[category] = budgetWorksheet.value.revenue.filter(
(item) => item.mainCategory === category
);
});
return groups;
});
const groupedExpenses = computed(() => {
const groups = {};
expenseCategories.value.forEach(category => {
groups[category] = budgetWorksheet.value.expenses.filter(item => item.mainCategory === category);
const groups: Record<string, any[]> = {};
expenseCategories.value.forEach((category) => {
groups[category] = budgetWorksheet.value.expenses.filter(
(item) => item.mainCategory === category
);
});
return groups;
});
// Computed totals for budget worksheet (legacy - keep for backward compatibility)
const budgetTotals = computed(() => {
const years = ['year1', 'year2', 'year3'];
const scenarios = ['best', 'worst', 'mostLikely'];
const years = ["year1", "year2", "year3"];
const scenarios = ["best", "worst", "mostLikely"];
const totals = {};
years.forEach(year => {
years.forEach((year) => {
totals[year] = {};
scenarios.forEach(scenario => {
scenarios.forEach((scenario) => {
// Calculate revenue total
const revenueTotal = budgetWorksheet.value.revenue.reduce((sum, item) => {
const revenueTotal = budgetWorksheet.value.revenue.reduce(
(sum, item) => {
return sum + (item.values?.[year]?.[scenario] || 0);
}, 0);
},
0
);
// Calculate expenses total
const expensesTotal = budgetWorksheet.value.expenses.reduce((sum, item) => {
const expensesTotal = budgetWorksheet.value.expenses.reduce(
(sum, item) => {
return sum + (item.values?.[year]?.[scenario] || 0);
}, 0);
},
0
);
// Calculate net income
const netIncome = revenueTotal - expensesTotal;
@ -94,7 +135,7 @@ export const useBudgetStore = defineStore(
totals[year][scenario] = {
revenue: revenueTotal,
expenses: expensesTotal,
net: netIncome
net: netIncome,
};
});
});
@ -104,23 +145,34 @@ export const useBudgetStore = defineStore(
// Monthly totals computation
const monthlyTotals = computed(() => {
const totals = {};
const totals: Record<
string,
{ revenue: number; expenses: number; net: number }
> = {};
// Generate month keys for next 12 months
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')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
// Calculate revenue total for this month
const revenueTotal = budgetWorksheet.value.revenue.reduce((sum, item) => {
const revenueTotal = budgetWorksheet.value.revenue.reduce(
(sum, item) => {
return sum + (item.monthlyValues?.[monthKey] || 0);
}, 0);
},
0
);
// Calculate expenses total for this month
const expensesTotal = budgetWorksheet.value.expenses.reduce((sum, item) => {
const expensesTotal = budgetWorksheet.value.expenses.reduce(
(sum, item) => {
return sum + (item.monthlyValues?.[monthKey] || 0);
}, 0);
},
0
);
// Calculate net income
const netIncome = revenueTotal - expensesTotal;
@ -128,7 +180,7 @@ export const useBudgetStore = defineStore(
totals[monthKey] = {
revenue: revenueTotal,
expenses: expensesTotal,
net: netIncome
net: netIncome,
};
}
@ -138,7 +190,7 @@ export const useBudgetStore = defineStore(
// LEGACY: Keep for backward compatibility
const currentDate = new Date();
const currentYear = currentDate.getFullYear();
const currentMonth = String(currentDate.getMonth() + 1).padStart(2, '0');
const currentMonth = String(currentDate.getMonth() + 1).padStart(2, "0");
const currentPeriod = ref(`${currentYear}-${currentMonth}`);
const currentBudget = computed(() => {
@ -222,24 +274,24 @@ export const useBudgetStore = defineStore(
// Initialize worksheet from wizard data
async function initializeFromWizardData() {
if (isInitialized.value && budgetWorksheet.value.revenue.length > 0) {
console.log('Already initialized with data, skipping...');
console.log("Already initialized with data, skipping...");
return;
}
console.log('Initializing budget from wizard data...');
console.log("Initializing budget from wizard data...");
// Import stores dynamically to avoid circular deps
const { useStreamsStore } = await import('./streams');
const { useMembersStore } = await import('./members');
const { usePoliciesStore } = await import('./policies');
const { useStreamsStore } = await import("./streams");
const { useMembersStore } = await import("./members");
const { usePoliciesStore } = await import("./policies");
const streamsStore = useStreamsStore();
const membersStore = useMembersStore();
const policiesStore = usePoliciesStore();
console.log('Streams:', streamsStore.streams.length, 'streams');
console.log('Members capacity:', membersStore.capacityTotals);
console.log('Policies wage:', policiesStore.equalHourlyWage);
console.log("Streams:", streamsStore.streams.length, "streams");
console.log("Members capacity:", membersStore.capacityTotals);
console.log("Policies wage:", policiesStore.equalHourlyWage);
// Clear existing data
budgetWorksheet.value.revenue = [];
@ -247,50 +299,92 @@ export const useBudgetStore = defineStore(
// Add revenue streams from wizard
if (streamsStore.streams.length === 0) {
console.log('No wizard streams found, adding sample data');
console.log("No wizard streams found, adding sample data");
// Initialize with minimal demo if no wizard data exists
await streamsStore.initializeWithFixtures();
}
streamsStore.streams.forEach(stream => {
streamsStore.streams.forEach((stream) => {
const monthlyAmount = stream.targetMonthlyAmount || 0;
console.log('Adding stream:', stream.name, 'category:', stream.category, 'subcategory:', stream.subcategory, 'amount:', monthlyAmount);
console.log('Full stream object:', stream);
console.log(
"Adding stream:",
stream.name,
"category:",
stream.category,
"subcategory:",
stream.subcategory,
"amount:",
monthlyAmount
);
console.log("Full stream object:", stream);
// Simple category mapping - just map the key categories we know exist
let mappedCategory = 'Games & Products'; // Default
const categoryLower = (stream.category || '').toLowerCase();
if (categoryLower === 'games' || categoryLower === 'product') mappedCategory = 'Games & Products';
else if (categoryLower === 'services' || categoryLower === 'service') mappedCategory = 'Services & Contracts';
else if (categoryLower === 'grants' || categoryLower === 'grant') mappedCategory = 'Grants & Funding';
else if (categoryLower === 'community') mappedCategory = 'Community Support';
else if (categoryLower === 'partnerships' || categoryLower === 'partnership') mappedCategory = 'Partnerships';
else if (categoryLower === 'investment') mappedCategory = 'Investment Income';
let mappedCategory = "Games & Products"; // Default
const categoryLower = (stream.category || "").toLowerCase();
if (categoryLower === "games" || categoryLower === "product")
mappedCategory = "Games & Products";
else if (categoryLower === "services" || categoryLower === "service")
mappedCategory = "Services & Contracts";
else if (categoryLower === "grants" || categoryLower === "grant")
mappedCategory = "Grants & Funding";
else if (categoryLower === "community")
mappedCategory = "Community Support";
else if (
categoryLower === "partnerships" ||
categoryLower === "partnership"
)
mappedCategory = "Partnerships";
else if (categoryLower === "investment")
mappedCategory = "Investment Income";
console.log('Mapped category from', stream.category, 'to', mappedCategory);
console.log(
"Mapped category from",
stream.category,
"to",
mappedCategory
);
// Create monthly values - split the annual target evenly across 12 months
const 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(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = monthlyAmount;
}
console.log('Created monthly values for', stream.name, ':', monthlyValues);
console.log(
"Created monthly values for",
stream.name,
":",
monthlyValues
);
budgetWorksheet.value.revenue.push({
id: `revenue-${stream.id}`,
name: stream.name,
mainCategory: mappedCategory,
subcategory: stream.subcategory || 'Direct sales', // Use actual subcategory from stream
source: 'wizard',
subcategory: stream.subcategory || "Direct sales", // Use actual subcategory from stream
source: "wizard",
monthlyValues,
values: {
year1: { best: monthlyAmount * 12, worst: monthlyAmount * 6, mostLikely: monthlyAmount * 10 },
year2: { best: monthlyAmount * 15, worst: monthlyAmount * 8, mostLikely: monthlyAmount * 12 },
year3: { best: monthlyAmount * 18, worst: monthlyAmount * 10, mostLikely: monthlyAmount * 15 }
}
year1: {
best: monthlyAmount * 12,
worst: monthlyAmount * 6,
mostLikely: monthlyAmount * 10,
},
year2: {
best: monthlyAmount * 15,
worst: monthlyAmount * 8,
mostLikely: monthlyAmount * 12,
},
year3: {
best: monthlyAmount * 18,
worst: monthlyAmount * 10,
mostLikely: monthlyAmount * 15,
},
},
});
});
@ -306,42 +400,62 @@ export const useBudgetStore = defineStore(
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = monthlyPayroll;
}
budgetWorksheet.value.expenses.push({
id: 'expense-payroll',
name: 'Payroll',
mainCategory: 'Salaries & Benefits',
subcategory: 'Base wages and benefits',
source: 'wizard',
id: "expense-payroll",
name: "Payroll",
mainCategory: "Salaries & Benefits",
subcategory: "Base wages and benefits",
source: "wizard",
monthlyValues,
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 }
}
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,
},
},
});
}
// Add overhead costs from wizard
overheadCosts.value.forEach(cost => {
overheadCosts.value.forEach((cost) => {
if (cost.amount > 0) {
const annualAmount = cost.amount * 12;
// Map overhead cost categories to expense categories
let expenseCategory = 'Other Expenses'; // Default
if (cost.category === 'Operations') expenseCategory = 'Office & Operations';
else if (cost.category === 'Technology') expenseCategory = 'Equipment & Technology';
else if (cost.category === 'Legal') expenseCategory = 'Legal & Professional';
else if (cost.category === 'Marketing') expenseCategory = 'Marketing & Outreach';
let expenseCategory = "Other Expenses"; // Default
if (cost.category === "Operations")
expenseCategory = "Office & Operations";
else if (cost.category === "Technology")
expenseCategory = "Equipment & Technology";
else if (cost.category === "Legal")
expenseCategory = "Legal & Professional";
else if (cost.category === "Marketing")
expenseCategory = "Marketing & Outreach";
// Create monthly values for overhead costs
const 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()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = cost.amount;
}
@ -350,19 +464,31 @@ export const useBudgetStore = defineStore(
name: cost.name,
mainCategory: expenseCategory,
subcategory: cost.name, // Use the cost name as subcategory
source: 'wizard',
source: "wizard",
monthlyValues,
values: {
year1: { best: annualAmount, worst: annualAmount * 0.8, mostLikely: annualAmount },
year2: { best: annualAmount * 1.1, worst: annualAmount * 0.9, mostLikely: annualAmount * 1.05 },
year3: { best: annualAmount * 1.2, worst: annualAmount, mostLikely: annualAmount * 1.1 }
}
year1: {
best: annualAmount,
worst: annualAmount * 0.8,
mostLikely: annualAmount,
},
year2: {
best: annualAmount * 1.1,
worst: annualAmount * 0.9,
mostLikely: annualAmount * 1.05,
},
year3: {
best: annualAmount * 1.2,
worst: annualAmount,
mostLikely: annualAmount * 1.1,
},
},
});
}
});
// Add production costs from wizard
productionCosts.value.forEach(cost => {
productionCosts.value.forEach((cost) => {
if (cost.amount > 0) {
const annualAmount = cost.amount * 12;
// Create monthly values for production costs
@ -370,144 +496,204 @@ export const useBudgetStore = defineStore(
const today = new Date();
for (let i = 0; i < 12; i++) {
const date = new Date(today.getFullYear(), today.getMonth() + i, 1);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = cost.amount;
}
budgetWorksheet.value.expenses.push({
id: `expense-${cost.id}`,
name: cost.name,
mainCategory: 'Development Costs',
mainCategory: "Development Costs",
subcategory: cost.name, // Use the cost name as subcategory
source: 'wizard',
source: "wizard",
monthlyValues,
values: {
year1: { best: annualAmount, worst: annualAmount * 0.7, mostLikely: annualAmount * 0.9 },
year2: { best: annualAmount * 1.2, worst: annualAmount * 0.8, mostLikely: annualAmount },
year3: { best: annualAmount * 1.3, worst: annualAmount * 0.9, mostLikely: annualAmount * 1.1 }
}
year1: {
best: annualAmount,
worst: annualAmount * 0.7,
mostLikely: annualAmount * 0.9,
},
year2: {
best: annualAmount * 1.2,
worst: annualAmount * 0.8,
mostLikely: annualAmount,
},
year3: {
best: annualAmount * 1.3,
worst: annualAmount * 0.9,
mostLikely: annualAmount * 1.1,
},
},
});
}
});
// If still no data after initialization, add a sample row
if (budgetWorksheet.value.revenue.length === 0) {
console.log('Adding sample revenue line');
console.log("Adding sample revenue line");
// Create monthly values for sample revenue
const 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(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = 667; // ~8000/12
}
budgetWorksheet.value.revenue.push({
id: 'revenue-sample',
name: 'Sample Revenue',
mainCategory: 'Games & Products',
subcategory: 'Direct sales',
source: 'user',
id: "revenue-sample",
name: "Sample Revenue",
mainCategory: "Games & Products",
subcategory: "Direct sales",
source: "user",
monthlyValues,
values: {
year1: { best: 10000, worst: 5000, mostLikely: 8000 },
year2: { best: 12000, worst: 6000, mostLikely: 10000 },
year3: { best: 15000, worst: 8000, mostLikely: 12000 }
}
year3: { best: 15000, worst: 8000, mostLikely: 12000 },
},
});
}
if (budgetWorksheet.value.expenses.length === 0) {
console.log('Adding sample expense line');
console.log("Adding sample expense line");
// Create monthly values for sample expense
const 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(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = 67; // ~800/12
}
budgetWorksheet.value.expenses.push({
id: 'expense-sample',
name: 'Sample Expense',
mainCategory: 'Other Expenses',
subcategory: 'Miscellaneous',
source: 'user',
id: "expense-sample",
name: "Sample Expense",
mainCategory: "Other Expenses",
subcategory: "Miscellaneous",
source: "user",
monthlyValues,
values: {
year1: { best: 1000, worst: 500, mostLikely: 800 },
year2: { best: 1200, worst: 600, mostLikely: 1000 },
year3: { best: 1500, worst: 800, mostLikely: 1200 }
}
year3: { best: 1500, worst: 800, mostLikely: 1200 },
},
});
}
// Debug: Log all revenue items and their categories
console.log('Final revenue items:');
budgetWorksheet.value.revenue.forEach(item => {
console.log(`- ${item.name}: ${item.mainCategory} > ${item.subcategory} (${item.values.year1.mostLikely})`);
console.log("Final revenue items:");
budgetWorksheet.value.revenue.forEach((item) => {
console.log(
`- ${item.name}: ${item.mainCategory} > ${item.subcategory} (${item.values.year1.mostLikely})`
);
});
console.log('Final expense items:');
budgetWorksheet.value.expenses.forEach(item => {
console.log(`- ${item.name}: ${item.mainCategory} > ${item.subcategory} (${item.values.year1.mostLikely})`);
console.log("Final expense items:");
budgetWorksheet.value.expenses.forEach((item) => {
console.log(
`- ${item.name}: ${item.mainCategory} > ${item.subcategory} (${item.values.year1.mostLikely})`
);
});
// Ensure all items have monthlyValues and new structure - migrate existing items
[...budgetWorksheet.value.revenue, ...budgetWorksheet.value.expenses].forEach(item => {
[
...budgetWorksheet.value.revenue,
...budgetWorksheet.value.expenses,
].forEach((item) => {
// Migrate to new structure if needed
if (item.category && !item.mainCategory) {
console.log('Migrating item structure for:', item.name);
console.log("Migrating item structure for:", item.name);
item.mainCategory = item.category; // Old category becomes mainCategory
// Set appropriate subcategory based on the main category and item name
if (item.category === 'Games & Products') {
const gameSubcategories = ['Direct sales', 'Platform revenue share', 'DLC/expansions', 'Merchandise'];
item.subcategory = gameSubcategories.includes(item.name) ? item.name : 'Direct sales';
} else if (item.category === 'Services & Contracts') {
const serviceSubcategories = ['Contract development', 'Consulting', 'Workshops/teaching', 'Technical services'];
item.subcategory = serviceSubcategories.includes(item.name) ? item.name : 'Contract development';
} else if (item.category === 'Investment Income') {
const investmentSubcategories = ['Impact investment', 'Venture capital', 'Loans'];
item.subcategory = investmentSubcategories.includes(item.name) ? item.name : 'Impact investment';
} else if (item.category === 'Salaries & Benefits') {
item.subcategory = 'Base wages and benefits';
} else if (item.category === 'Office & Operations') {
if (item.category === "Games & Products") {
const gameSubcategories = [
"Direct sales",
"Platform revenue share",
"DLC/expansions",
"Merchandise",
];
item.subcategory = gameSubcategories.includes(item.name)
? item.name
: "Direct sales";
} else if (item.category === "Services & Contracts") {
const serviceSubcategories = [
"Contract development",
"Consulting",
"Workshops/teaching",
"Technical services",
];
item.subcategory = serviceSubcategories.includes(item.name)
? item.name
: "Contract development";
} else if (item.category === "Investment Income") {
const investmentSubcategories = [
"Impact investment",
"Venture capital",
"Loans",
];
item.subcategory = investmentSubcategories.includes(item.name)
? item.name
: "Impact investment";
} else if (item.category === "Salaries & Benefits") {
item.subcategory = "Base wages and benefits";
} else if (item.category === "Office & Operations") {
// Map specific office tools to appropriate subcategories
if (item.name.toLowerCase().includes('rent') || item.name.toLowerCase().includes('office')) {
item.subcategory = 'Rent';
} else if (item.name.toLowerCase().includes('util')) {
item.subcategory = 'Utilities';
} else if (item.name.toLowerCase().includes('insurance')) {
item.subcategory = 'Insurance';
if (
item.name.toLowerCase().includes("rent") ||
item.name.toLowerCase().includes("office")
) {
item.subcategory = "Rent";
} else if (item.name.toLowerCase().includes("util")) {
item.subcategory = "Utilities";
} else if (item.name.toLowerCase().includes("insurance")) {
item.subcategory = "Insurance";
} else {
item.subcategory = 'Office supplies';
item.subcategory = "Office supplies";
}
} else {
// For other categories, use appropriate default
item.subcategory = 'Miscellaneous';
item.subcategory = "Miscellaneous";
}
delete item.category; // Remove old property
}
if (!item.monthlyValues) {
console.log('Migrating item to monthly values:', item.name);
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(date.getMonth() + 1).padStart(2, '0')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
// Try to use most likely value divided by 12, or default to 0
const yearlyValue = item.values?.year1?.mostLikely || 0;
item.monthlyValues[monthKey] = Math.round(yearlyValue / 12);
}
console.log('Added monthly values to', item.name, ':', item.monthlyValues);
console.log(
"Added monthly values to",
item.name,
":",
item.monthlyValues
);
}
});
console.log('Initialization complete. Revenue items:', budgetWorksheet.value.revenue.length, 'Expense items:', budgetWorksheet.value.expenses.length);
console.log(
"Initialization complete. Revenue items:",
budgetWorksheet.value.revenue.length,
"Expense items:",
budgetWorksheet.value.expenses.length
);
isInitialized.value = true;
}
@ -515,7 +701,7 @@ export const useBudgetStore = defineStore(
// NEW: Budget worksheet functions
function updateBudgetValue(category, itemId, year, scenario, value) {
const items = budgetWorksheet.value[category];
const item = items.find(i => i.id === itemId);
const item = items.find((i) => i.id === itemId);
if (item) {
item.values[year][scenario] = Number(value) || 0;
}
@ -523,7 +709,7 @@ export const useBudgetStore = defineStore(
function updateMonthlyValue(category, itemId, monthKey, value) {
const items = budgetWorksheet.value[category];
const item = items.find(i => i.id === itemId);
const item = items.find((i) => i.id === itemId);
if (item) {
if (!item.monthlyValues) {
item.monthlyValues = {};
@ -532,7 +718,7 @@ export const useBudgetStore = defineStore(
}
}
function addBudgetItem(category, name, selectedCategory = '') {
function addBudgetItem(category, name, selectedCategory = "") {
const id = `${category}-${Date.now()}`;
// Create empty monthly values for next 12 months
@ -540,22 +726,26 @@ export const useBudgetStore = defineStore(
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')}`;
const monthKey = `${date.getFullYear()}-${String(
date.getMonth() + 1
).padStart(2, "0")}`;
monthlyValues[monthKey] = 0;
}
const newItem = {
id,
name,
mainCategory: selectedCategory || (category === 'revenue' ? 'Games & Products' : 'Other Expenses'),
subcategory: '', // Will be set by user via dropdown
source: 'user',
mainCategory:
selectedCategory ||
(category === "revenue" ? "Games & Products" : "Other Expenses"),
subcategory: "", // Will be set by user via dropdown
source: "user",
monthlyValues,
values: {
year1: { best: 0, worst: 0, mostLikely: 0 },
year2: { best: 0, worst: 0, mostLikely: 0 },
year3: { best: 0, worst: 0, mostLikely: 0 }
}
year3: { best: 0, worst: 0, mostLikely: 0 },
},
};
budgetWorksheet.value[category].push(newItem);
return id;
@ -563,7 +753,7 @@ export const useBudgetStore = defineStore(
function removeBudgetItem(category, itemId) {
const items = budgetWorksheet.value[category];
const index = items.findIndex(i => i.id === itemId);
const index = items.findIndex((i) => i.id === itemId);
if (index > -1) {
items.splice(index, 1);
}
@ -571,7 +761,7 @@ export const useBudgetStore = defineStore(
function renameBudgetItem(category, itemId, newName) {
const items = budgetWorksheet.value[category];
const item = items.find(i => i.id === itemId);
const item = items.find((i) => i.id === itemId);
if (item) {
item.name = newName;
}
@ -579,16 +769,22 @@ export const useBudgetStore = defineStore(
function updateBudgetCategory(category, itemId, newCategory) {
const items = budgetWorksheet.value[category];
const item = items.find(i => i.id === itemId);
const item = items.find((i) => i.id === itemId);
if (item) {
item.category = newCategory;
}
}
function addCustomCategory(type, categoryName) {
if (type === 'revenue' && !revenueCategories.value.includes(categoryName)) {
if (
type === "revenue" &&
!revenueCategories.value.includes(categoryName)
) {
revenueCategories.value.push(categoryName);
} else if (type === 'expenses' && !expenseCategories.value.includes(categoryName)) {
} else if (
type === "expenses" &&
!expenseCategories.value.includes(categoryName)
) {
expenseCategories.value.push(categoryName);
}
}
@ -601,9 +797,12 @@ export const useBudgetStore = defineStore(
function resetBudgetWorksheet() {
// Reset all values to 0 but keep the structure
[...budgetWorksheet.value.revenue, ...budgetWorksheet.value.expenses].forEach(item => {
Object.keys(item.values).forEach(year => {
Object.keys(item.values[year]).forEach(scenario => {
[
...budgetWorksheet.value.revenue,
...budgetWorksheet.value.expenses,
].forEach((item) => {
Object.keys(item.values).forEach((year) => {
Object.keys(item.values[year]).forEach((scenario) => {
item.values[year][scenario] = 0;
});
});
@ -652,7 +851,15 @@ export const useBudgetStore = defineStore(
{
persist: {
key: "urgent-tools-budget",
paths: ["budgetWorksheet", "revenueCategories", "expenseCategories", "isInitialized", "overheadCosts", "productionCosts", "currentPeriod"],
paths: [
"budgetWorksheet",
"revenueCategories",
"expenseCategories",
"isInitialized",
"overheadCosts",
"productionCosts",
"currentPeriod",
],
},
}
);