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fix(budget): dashboard tooltips, IDs, sortable tables, PDF deep links#60

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budget-dashboard-improvements
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fix(budget): dashboard tooltips, IDs, sortable tables, PDF deep links#60
kurt-croix wants to merge 1 commit into
mainfrom
budget-dashboard-improvements

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Changes

Bug Fixes

  • Over-budget tooltip wrong %: Tooltip indexed into stale unfiltered array. Now uses ref updated on each filter/sort.

Account Identification

  • All account references now show fund:acct_code identifier (e.g., 01:47000) alongside account name
  • Format: Account Name (fund:acct_id) in charts and tables
  • Disambiguates accounts with same name across different funds

Sortable Tables

  • Replaced raw HTML tables (anomalous transactions, HHI, top vendors) with SortableTable component
  • All columns now clickable to sort ascending/descending with arrow indicators
  • SortableTable available for reuse across the app

PDF Deep Links

  • Generated pdf_pages.json mapping 797 accounts + 33 funds to PDF page numbers
  • Red p.XX badges on fund rows, account rows, and detail headers in budget explorer
  • Badges link directly to the source PDF at the correct page
  • stopPropagation prevents drill-down when clicking badge

Budget Explorer Improvements

  • Hash-based deep linking (#fund=01&account=01-01-47000) for shareable URLs
  • Dashboard anomaly table accounts link to explorer at correct account view
  • Dashboard HHI table funds link to explorer at correct fund view
  • Compact summary table replaces 3 separate KPI grids on fund detail page
  • Passes parent URL hash to iframe for deep link support

New Files

  • public/data/pdf_pages.json — account/fund → PDF page mapping
  • public/data/2025-detail-vs-budget-report.pdf — source budget PDF
  • src/components/budget/SortableTable.tsx — reusable sortable table component
  • src/lib/budget/analytics.ts — budget analytics functions
  • src/lib/budget/types.ts — budget type definitions

… deep links

- Fix tooltip referencing stale data array (wrong % over budget)
- Add fund:acct_code identifiers to all account references
- Replace raw HTML tables with SortableTable component (clickable sort)
- Add PDF page badges linking to source document per account/fund
- Compact fund detail KPI grids into single summary table
- Deep-link support from dashboard anomaly/HHI to budget explorer
- Explorer hash-based navigation for fund/account deep links
- Generate pdf_pages.json mapping from source PDF (797 accounts, 33 funds)
@kurt-croix kurt-croix closed this May 13, 2026
@kurt-croix
kurt-croix deleted the budget-dashboard-improvements branch May 13, 2026 19:03
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