https://genealogydirect.net/assets/FinanceDashboard-C2p5kYQ4.js

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1if(!l)continue;const d=ve(s),h=b(s.createdAt),m=b(s.paymentDetails?.capturedAt)??h,p=d==="realized"?m:null;o.push({id:s.id,kind:"research_question",label:s.title||"Paid research question",bucket:d,rawStatus:s.status,currency:l.currency,grossMajor:l.grossMajor,platformFeeMajor:l.platformFeeMajor,createdAt:h,activeAt:m,realizedAt:p,ageDays:d==="expected"?L(m??h,i):null})}return o}const f=e=>Math.round(e*100)/100;function Ae(e){let a=0,n=0,r=0,i=0,c=0,o=0,s=0;for(const d of e)switch(d.bucket){case"realized":a+=d.platformFeeMajor,r+=d.grossMajor,i+=1;break;case"expected":n+=d.platformFeeMajor,r+=d.grossMajor,i+=1;break;case"refunded":c+=d.platformFeeMajor;break;case"disputed":o+=1;break;case"cancelled":s+=1;break}const l=a+n;return{realizedFeeMajor:f(a),expectedFeeMajor:f(n),grossMajor:f(r),paidRequestCount:i,avgFeeMajor:i>0?f(l/i):0,backlogFeeMajor:f(n),refundedFeeMajor:f(c),disputedCount:o,cancelledCount:s}}function Ee(e){return e.bucket==="realized"?e.realizedAt??e.activeAt??e.createdAt:e.activeAt??e.createdAt}function Re(e){const a=new Map;for(const n of e){if(!n.charityId||n.charityAmountMajor===void 0||n.bucket!=="realized"&&n.bucket!=="expected")continue;const r=a.get(n.charityId)??{count:0,realized:0,pending:0};r.count+=1,n.bucket==="realized"?r.realized+=n.charityAmountMajor:r.pending+=n.charityAmountMajor,a.set(n.charityId,r)}return Array.from(a.entries()).map(([n,r])=>({charityId:n,requestCount:r.count,realizedMajor:f(r.realized),pendingMajor:f(r.pending)})).sort((n,r)=>r.realizedMajor+r.pendingMajor-(n.realizedMajor+n.pendingMajor))}const Se=e=>`${e.getFullYear()}-${String(e.getMonth()+1).padStart(2,"0")}`;function ze(e){const a=new Map,n=(r,i,c)=>{if(!r)return;const o=Se(r),s=a.get(o)??{realized:0,expected:0};s[i]+=c,a.set(o,s)};for(const r of e)r.bucket==="realized"?n(r.realizedAt??r.activeAt??r.createdAt,"realized",r.platformFeeMajor):r.bucket==="expected"&&n(r.activeAt??r.createdAt,"expected",r.platformFeeMajor);return Array.from(a.entries()).sort(([r],[i])=>r.localeCompare(i)).map(([r,i])=>({month:r,realizedFeeMajor:f(i.realized),expectedFeeMajor:f(i.expected)}))}function Te(e){return["document_copy","research_question"].map(n=>{let r=0,i=0,c=0;for(const o of e)o.kind===n&&(o.bucket==="realized"?(r+=o.platformFeeMajor,c+=1):o.bucket==="expected"&&(i+=o.platformFeeMajor,c+=1));return{kind:n,realizedFeeMajor:f(r),expectedFeeMajor:f(i),count:c}})}const _e=[{label:"0–7 days",minDays:0,maxDays:8},{label:"8–15 days",minDays:8,maxDays:16},{label:"16–30 days",minDays:16,maxDays:31},{label:"30+ days",minDays:31,maxDays:null}];function Be(e){return _e.map(a=>{let n=0,r=0;for(const i of e){if(i.bucket!=="expected"||i.ageDays===null)continue;const c=i.ageDays,o=c>=a.minDays,s=a.maxDays===null||c<a.maxDays;o&&s&&(n+=1,r+=i.platformFeeMajor)}return{...a,count:n,feeMajor:f(r)}})}function Ie(e){const a=new Map;for(const n of e)a.set(n.currency,(a.get(n.currency)??0)+1);return Array.from(a.entries()).sort((n,r)=>r[1]-n[1]||n[0].localeCompare(r[0])).map(([n])=>n)}const Le={EUR:1,USD:.886},B="EUR";function Oe(e){if(e.currency===B)return e;const a=Le[e.currency]??1;return{...e,currency:B,grossMajor:e.grossMajor*a,platformFeeMajor:e.platformFeeMajor*a,charityAmountMajor:e.charityAmountMajor!==void 0?e.charityAmountMajor*a:void 0}}const qe={realized:"Realized",expected:"Expected",refunded:"Refunded",disputed:"Disputed",cancelled:"Cancelled"},S={document_copy:"Document Copy",research_question:"Research Question"};function Ue({rows:e,currency:a}){const{i18n:n}=F(),r=e.map(s=>S[s.kind]),i=e.some(s=>s.realizedFeeMajor>0||s.expectedFeeMajor>0),c=[{name:"Realized",data:e.map(s=>s.realizedFeeMajor)},{name:"Expected",data:e.map(s=>s.expectedFeeMajor)}],o={colors:["#39B54A","#F59E0B"],chart:{fontFamily:"Outfit, sans-serif",type:"bar",stacked:!0,height:260,toolbar:{show:!1}},plotOptions:{bar:{horizontal:!0,borderRadius:4,columnWidth:"45%"}},dataLabels:{enabled:!1},legend:{show:!0,position:"top",horizontalAlign:"left",fontFamily:"Outfit"},xaxis:{categories:r,labels:{formatter:s=>R(Math.round(Number(s)),a,n.language)},axisBorder:{show:!1},axisTicks:{show:!1}},grid:{yaxis:{lines:{show:!1}}},tooltip:{y:{formatter:s=>R(s,a,n.language)}}};return t.jsx(A,{title:"Platform fees by request type",desc:`Realized vs expected (${a})`,children:i?t.jsx(U,{options:o,series:c,type:"bar",height:260}):t.jsx("p",{className:"py-10 text-center text-sm text-gray-500 dark:text-gray-400",children:"No paid requests in this currency 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1ing()}),t.jsx(j,{className:"px-4 py-3 text-end text-sm font-medium text-gray-800 dark:text-white/90",children:k(c.feeMajor,a,n.language)})]},c.label)),t.jsxs(T,{className:"bg-gray-50 dark:bg-white/[0.02]",children:[t.jsx(j,{className:"px-4 py-3 text-start text-sm font-semibold text-gray-800 dark:text-white/90",children:"Total"}),t.jsx(j,{className:"px-4 py-3 text-start text-sm font-semibold text-gray-800 dark:text-white/90",children:r.toLocaleString()}),t.jsx(j,{className:"px-4 py-3 text-end text-sm font-semibold text-gray-800 dark:text-white/90",children:k(i,a,n.language)})]})]})]})})})}const $e=new Map(ge.map(e=>[e.id,e]));function Ve({rows:e,currency:a}){const{t:n,i18n:r}=F(),i=e.reduce((o,s)=>o+s.realizedMajor,0),c=e.reduce((o,s)=>o+s.pendingMajor,0);return t.jsx(A,{title:"Donations to charity",desc:`Funds routed to charities, transferred vs pledged (${a})`,children:e.length===0?t.jsx("p",{className:"py-10 text-center text-sm text-gray-500 dark:text-gray-400",children:"No charity-directed payouts in this currency yet."}):t.jsxs("div",{className:"space-y-3",children:[e.map(o=>{const s=$e.get(o.charityId),l=s?n(s.charityNameKey,s.mainName):o.charityId;

1return t.jsxs("div",{className:"flex items-center gap-4 rounded-xl border border-gray-100 p-3 dark:border-gray-800",children:[t.jsx("div",{className:"flex size-12 shrink-0 items-center justify-center overflow-hidden rounded-lg bg-gray-50 dark:bg-white/[0.04]",children:s?t.jsx("img",{src:s.logoName,alt:l,className:"size-full object-contain"}):t.jsx("span",{className:"text-lg",children:"❤"})}),t.jsxs("div",{className:"min-w-0 flex-1",children:[t.jsx("p",{className:"truncate text-sm font-medium text-gray-800 dark:text-white/90",children:l}),t.jsxs("p",{className:"text-xs text-gray-500 dark:text-gray-400",children:[o.requestCount.toLocaleString()," request",o.requestCount===1?"":"s"]})]}),t.jsxs("div",{className:"flex shrink-0 flex-col items-end gap-1",children:[t.jsx("span",{className:"text-sm font-semibold text-gray-800 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months"},{key:"6m",label:"6 months"},{key:"3m",label:"3 months"},{key:"ytd",label:"YTD"}],q="__combined__",Qe=[{key:"all",label:"All types"},{key:"document_copy",label:S.document_copy},{key:"research_question",label:S.research_question}];function Ke(e,a){switch(e){case"ytd":return new Date(a.getFullYear(),0,1);case"3m":return new Date(a.getFullYear(),a.getMonth()-3,a.getDate());case"6m":return new Date(a.getFullYear(),a.getMonth()-6,a.getDate());case"12m":return new Date(a.getFullYear()-1,a.getMonth(),a.getDate());default:return null}}function _({options:e,value:a,onChange:n}){return t.jsx("div",{className:"inline-flex flex-wrap gap-1 rounded-lg bg-gray-100 p-1 dark:bg-white/[0.05]",children:e.map(r=>t.jsx("button",{type:"button",onClick:()=>n(r.key),className:`rounded-md px-3 py-1.5 text-sm font-medium transition-colors ${a===r.key?"bg-white text-gray-900 shadow-sm dark:bg-white/[0.1] dark:text-white":"text-gray-500 hover:text-gray-700 dark:text-gray-400 dark:hover:text-gray-200"}`,children:r.label},r.key))})}const Ft=()=>{const{i18n:e}=F(),{records:a,loading:n}=Ye(),[r,i]=g.useState(null),[c,o]=g.useState("all"),[s,l]=g.useState("all"),d=g.useMemo(()=>Ie(a),[a]);g.useEffect(()=>{r===null&&d.length>0&&i(d[0])},[d,r]);const h=r??d[0]??"EUR",m=h===q,p=m?B:h,u=g.useMemo(()=>{const M=Ke(s,new Date);return(m?a.map(Oe):a).filter(N=>{if(!m&&N.currency!==p||c!=="all"&&N.kind!==c)return!1;if(M){const v=Ee(N);if(v&&v<M)return!1}return!0})},[a,m,p,c,s]),x=g.useMemo(()=>Ae(u),[u]),E=g.useMemo(()=>ze(u),[u]),z=g.useMemo(()=>Te(u),[u]),H=g.useMemo(()=>Be(u),[u]),$=g.useMemo(()=>Re(u),[u]),V=()=>{const M=u.map(y=>({id:y.id,type:S[y.kind],status:qe[y.bucket],raw_status:y.rawStatus,currency:y.currency,gross:y.grossMajor.toFixed(2),platform_fee:y.platformFeeMajor.toFixed(2),created_at:y.createdAt?.toISOString()??"",active_at:y.activeAt?.toISOString()??"",realized_at:y.realizedAt?.toISOString()??"",age_days:y.ageDays??"",label:y.label})),I=J.unparse(M),N=new Blob([I],{type:"text/csv;charset=utf-8;"}),v=URL.createObjectURL(N),D=document.createElement("a");D.href=v;const G=m?"combined-eur":p;D.download=`finance-${G}-${new Date().toISOString().slice(0,10)}.csv`,document.body.appendChild(D),D.click(),document.body.removeChild(D),URL.revokeObjectURL(v)},Y=x.refundedFeeMajor>0||x.disputedCount>0||x.cancelledCount>0;return t.jsxs(t.Fragment,{children:[t.jsx(K,{title:"Finance Dashboard | Admin",description:"Realized and projected platform fees across the paid request pipeline."}),t.jsx(W,{pageTitle:"Finance",breadcrumbs:[{label:"Admin",path:"/admin"}]}),t.jsxs("div",{className:"space-y-5 md:space-y-6",children:[t.jsxs("div",{className:"flex flex-wrap items-center justify-between gap-3",children:[t.jsxs("div",{className:"flex flex-wrap items-center gap-3",children:[t.jsx(_,{options:Ge,value:s,onChange:l}),t.jsx(_,{options:Qe,value:c,onChange:o}),d.length>1&&t.jsx(_,{options:[...d.map(M=>({key:M,label:M})),{key:q,label:"Combined"}],value:h,onChange:i})]}),t.jsx(X,{size:"sm",variant:"outline",startIcon:t.jsx(Z,{className:"size-4"}),onClick:V,disabled:u.length===0,children:"Export CSV"})]}),d.length>1&&t.jsx("p",{className:"text-xs text-gray-500 dark:text-gray-400",children:m?t.jsxs(t.Fragment,{children:["Combined view — all currencies converted to"," ",t.jsx("span",{className:"font-medium text-gray-700 dark:text-gray-300",children:"EUR"})," at an indicative rate of 1 USD = 0.886 EUR (not a live FX rate)."]}):t.jsxs(t.Fragment,{children:["Currencies are reported separately — figures below cover"," ",t.jsx("span",{className:"font-medium text-gray-700 dark:text-gray-300",children:p})," ","only."]})}),t.jsx(he,{totals:x,currency:p,loading:n}),Y&&t.jsxs("div",{className:"flex flex-wrap items-center gap-3 rounded-2xl border border-gray-200 bg-white px-5 py-4 dark:border-gray-800 dark:bg-white/[0.03]",children:[t.jsx("span",{className:"text-sm text-gray-500 dark:text-gray-400",children:"Excluded from fee totals:"}),x.refundedFeeMajor>0&&t.jsxs(C,{color:"error",variant:"light",children:["Refunded ",k(x.refundedFeeMajor,p,e.language)]}),x.disputedCount>0&&t.jsxs(C,{color:"warning",variant:"light",children:[x.disputedCount," disputed / error"]}),x.cancelledCount>0&&t.jsxs(C,{color:"gray",variant:"light",children:[x.cancelledCount," cancelled"]})]}),t.jsx(ke,{points:E,currency:p}),t.jsxs("div",{className:"grid grid-cols-1 gap-5 md:gap-6 xl:grid-cols-2",children:[t.jsx(Ue,{rows:z,currency:p}),t.jsx(He,{buckets:H,currency:p})]}),t.jsx(Ve,{rows:$,currency:p}),t.jsx(A,{title:"How these figures are classified",children:t.jsxs("ul",{className:"list-disc space-y-1 pl-5 text-sm text-gray-600 dark:text-gray-400",children:[t.jsxs("li",{children:["The ",t.jsx("strong",{children:"platform fee"})," — not the full request value — is GenealogyDirect's revenue. Fees reuse the same calculation as the request and checkout flows."]}),t.jsxs("li",{children:[t.jsx("strong",{children:"Realized"})," fees are counted only once the service is delivered and funds have moved to the payee. Funds merely captured and held count as ",t.jsx("strong",{children:"Expected"}),"."]}),t.jsxs("li",{children:[t.jsx("strong",{children:"Refunded"}),", ",t.jsx("strong",{children:"disputed"})," and ",t.jsx("strong",{children:"cancelled"})," ","requests are excluded from realized and expected totals and shown separately."]}),t.jsx("li",{children:"Document Copy requests are included once they carry a fixed price or accepted offer; Research Questions once assigned to a researcher through the paid workflow."}),t.jsx("li",{children:"Each request is counted once; currencies are never combined."})]})})]})]})};export{Ft as default};