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fix(budget): dashboard tooltips, IDs, sortable tables, PDF deep links#61

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kurt-croix merged 1 commit into
mainfrom
budget-dashboard-improvements
May 13, 2026
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fix(budget): dashboard tooltips, IDs, sortable tables, PDF deep links#61
kurt-croix merged 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)
  • Format: Account Name (fund:acct_id) in charts and tables
  • Disambiguates accounts with same name across different funds

Sortable Tables

  • Replaced raw HTML tables with SortableTable component
  • All columns clickable to sort ascending/descending with arrow indicators

PDF Deep Links

  • Generated pdf_pages.json mapping 797 accounts + 33 funds to PDF page numbers
  • Red p.XX badges on fund/account rows and detail headers
  • Links open source PDF at correct page, no drill-down interference

Budget Explorer

  • Hash-based deep linking (#fund=01&account=01-01-47000)
  • Dashboard anomaly accounts and HHI funds link to explorer
  • Compact summary table replaces 3 separate KPI grids on fund detail

Files Changed

  • src/pages/budget/BudgetDashboard.tsx — tooltip fix, IDs, SortableTable integration
  • src/pages/budget/BudgetExplorer.tsx — hash passthrough to iframe
  • src/components/budget/SortableTable.tsx — improved sort indicators
  • src/lib/budget/analytics.ts — uses full account code as key, adds id field
  • src/lib/budget/types.ts — added id to OverBudgetItem
  • public/budget/budget_explorer.html — PDF badges, hash nav, compact summary
  • public/data/pdf_pages.json — account/fund to PDF page mapping

… 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 merged commit 08daa1c into main May 13, 2026
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2 participants