const { useEffect, useMemo, useReducer, useState } = React; const roles = { admin: { label: 'Admin', permissions: ['bulkEdit', 'export', 'saveReports', 'viewDashboard'] }, editor: { label: 'Editor', permissions: ['bulkEdit', 'saveReports', 'viewDashboard'] }, viewer: { label: 'Viewer', permissions: ['viewDashboard'] } }; const initialState = { rows: [], filters: { scenario: 'base', source: '', year: '' }, selectedIds: [], savedReports: [], csvPreview: [], errors: {}, viewToken: '' }; function reducer(state, action) { switch (action.type) { case 'setRows': return { ...state, rows: action.rows }; case 'updateCell': { const { id, field, value, error } = action; const rows = state.rows.map((row) => row.id === id ? { ...row, [field]: value } : row ); const errors = { ...state.errors }; if (error) { errors[id] = { ...(errors[id] || {}), [field]: error }; } else if (errors[id]) { const { [field]: _removed, ...rest } = errors[id]; errors[id] = rest; if (!Object.keys(errors[id]).length) delete errors[id]; } return { ...state, rows, errors }; } case 'toggleSelect': { const { id } = action; const selectedIds = state.selectedIds.includes(id) ? state.selectedIds.filter((r) => r !== id) : [...state.selectedIds, id]; return { ...state, selectedIds }; } case 'setFilter': { const filters = { ...state.filters, ...action.filters }; return { ...state, filters }; } case 'bulkApply': { const { patch } = action; const rows = state.rows.map((row) => state.selectedIds.includes(row.id) ? { ...row, ...patch } : row ); return { ...state, rows }; } case 'setCsvPreview': return { ...state, csvPreview: action.rows }; case 'commitCsvPreview': { const nextId = state.rows.reduce((max, r) => Math.max(max, Number(r.id) || 0), 0) + 1; const mapped = state.csvPreview.map((row, idx) => ({ ...row, id: nextId + idx })); return { ...state, rows: [...mapped, ...state.rows], csvPreview: [] }; } case 'loadReports': return { ...state, savedReports: action.reports }; case 'saveReport': return { ...state, savedReports: action.reports }; case 'applyReport': return { ...state, filters: action.filters }; case 'setViewToken': return { ...state, viewToken: action.token }; default: return state; } } function useData() { const [state, dispatch] = useReducer(reducer, initialState); const [role, setRole] = useState('admin'); useEffect(() => { const saved = localStorage.getItem('fpa_reports'); if (saved) { dispatch({ type: 'loadReports', reports: JSON.parse(saved) }); } }, []); useEffect(() => { const params = new URLSearchParams(window.location.search); const scenario = params.get('scenario'); const source = params.get('source'); const year = params.get('year'); if (scenario || source || year) { dispatch({ type: 'setFilter', filters: { scenario: scenario || 'base', source: source || '', year: year || '' } }); } }, []); useEffect(() => { fetch('/api/revenue') .then((res) => res.json()) .then((data) => { const rows = (data.entries || []).map((row, idx) => ({ ...row, id: row.id || idx + 1, displayMonth: row.month, amount: Number(row.amount || 0) })); if (!rows.length) { rows.push( { id: 1, source: 'Enterprise', scenario: 'base', type: 'forecast', year: 2025, month: 1, amount: 120000 }, { id: 2, source: 'SMB', scenario: 'upside', type: 'forecast', year: 2025, month: 2, amount: 98000 }, { id: 3, source: 'Channel', scenario: 'downside', type: 'actual', year: 2024, month: 12, amount: 64000 } ); } dispatch({ type: 'setRows', rows }); }) .catch(() => { dispatch({ type: 'setRows', rows: [ { id: 1, source: 'Enterprise', scenario: 'base', type: 'forecast', year: 2025, month: 1, amount: 120000 }, { id: 2, source: 'SMB', scenario: 'upside', type: 'forecast', year: 2025, month: 2, amount: 98000 }, { id: 3, source: 'Channel', scenario: 'downside', type: 'actual', year: 2024, month: 12, amount: 64000 } ] }); }); }, []); const filteredRows = useMemo(() => { return state.rows.filter((row) => { if (state.filters.scenario && row.scenario !== state.filters.scenario) return false; if (state.filters.source && !row.source.toLowerCase().includes(state.filters.source.toLowerCase())) return false; if (state.filters.year && String(row.year) !== String(state.filters.year)) return false; return true; }); }, [state.rows, state.filters]); return { state, dispatch, filteredRows, role, setRole }; } const Pill = ({ children }) => {children}; function FilterPanel({ filters, onChange, onShare }) { return (

Shared views

Filters

{filters.scenario || 'all'} scenario {filters.year && {filters.year}}
onChange({ source: e.target.value })} />
onChange({ year: e.target.value })} />
); } function CsvPreview({ preview, onUpload }) { const handleFile = (evt) => { const file = evt.target.files[0]; if (!file) return; const reader = new FileReader(); reader.onload = (e) => { const text = e.target.result; const [header, ...lines] = text.split(/\r?\n/).filter(Boolean); const cols = header.split(','); const rows = lines.map((line, idx) => { const values = line.split(','); return { id: `csv-${idx + 1}`, source: values[0] || 'Unknown', scenario: (values[1] || 'base').toLowerCase(), type: (values[2] || 'forecast').toLowerCase(), year: Number(values[3]) || new Date().getFullYear(), month: Number(values[4]) || 1, amount: Number(values[5]) || 0 }; }); onUpload(rows); }; reader.readAsText(file); }; return (

CSV intake

Preview before import

{preview.length ? ( <>

{preview.length} rows staged. Validate inline before committing.

{preview.map((row) => ( ))}
Source Scenario Type Year Month Amount
{row.source} {row.scenario} {row.type} {row.year} {row.month} {row.amount.toLocaleString()}
) : (

Drop a CSV with columns: source, scenario, type, year, month, amount.

)}
); } function BulkEditor({ onApply, disabled }) { const [scenario, setScenario] = useState(''); const [type, setType] = useState(''); const [amountDelta, setAmountDelta] = useState(''); const handleApply = () => { const patch = {}; if (scenario) patch.scenario = scenario; if (type) patch.type = type; if (amountDelta) patch.amountDelta = Number(amountDelta); onApply(patch); setScenario(''); setType(''); setAmountDelta(''); }; return (

Bulk edit

Mass-update selection

setAmountDelta(e.target.value)} />
); } function Grid({ rows, selected, errors, onSelect, onChange, disabled }) { const handleChange = (row, field, value) => { let error = ''; if (field === 'amount') { if (Number.isNaN(Number(value))) { error = 'Amount must be numeric'; } else if (Number(value) < 0) { error = 'Amount cannot be negative'; } } onChange(row.id, field, field === 'amount' ? Number(value) : value, error); }; return (

Live grid

Inline edits with validation

{rows.length} rows
{rows.map((row) => { const rowErrors = errors[row.id] || {}; return ( ); })}
Source Scenario Type Year Month Amount
onSelect(row.id)} /> {row.source} handleChange(row, 'year', Number(e.target.value))} /> handleChange(row, 'month', Number(e.target.value))} /> handleChange(row, 'amount', e.target.value)} /> {rowErrors.amount &&
{rowErrors.amount}
}
); } function ExportPanel({ data, disabled }) { const exportToExcel = () => { const header = ['Source', 'Scenario', 'Type', 'Year', 'Month', 'Amount']; const csv = [header.join(',')] .concat( data.map((row) => [row.source, row.scenario, row.type, row.year, row.month, row.amount].join(',') ) ) .join('\n'); const blob = new Blob([csv], { type: 'application/vnd.ms-excel' }); const url = URL.createObjectURL(blob); const a = document.createElement('a'); a.href = url; a.download = 'fp&a-export.xlsx'; a.click(); URL.revokeObjectURL(url); }; const exportToPdf = () => { const popup = window.open('', 'print', 'height=600,width=800'); popup.document.write('FP&A Export'); popup.document.write(''); popup.document.write(''); popup.document.write('

Revenue grid

'); popup.document.write(''); data.forEach((row) => { popup.document.write( `` ); }); popup.document.write('
SourceScenarioTypeYearMonthAmount
${row.source}${row.scenario}${row.type}${row.year}${row.month}${row.amount}
'); popup.document.write(''); popup.document.close(); popup.print(); }; return (

Exports

Excel / PDF

Exports honor filters and selections, enabling shareable offline packets.

); } function SavedReports({ reports, filters, onSave, onApply, disabled }) { const [name, setName] = useState(''); const handleSave = () => { if (!name) return; const next = [...reports, { name, filters }]; localStorage.setItem('fpa_reports', JSON.stringify(next)); onSave(next); setName(''); }; return (

Saved reports

Reusable dashboards

setName(e.target.value)} disabled={disabled} />
{reports.map((report, idx) => ( ))}
); } function Dashboard({ data }) { const monthly = useMemo(() => { const buckets = {}; data.forEach((row) => { const key = `${row.year}-${row.month}`; buckets[key] = (buckets[key] || 0) + Number(row.amount || 0); }); return Object.entries(buckets) .map(([key, value]) => ({ key, value })) .sort((a, b) => (a.key > b.key ? 1 : -1)); }, [data]); const max = Math.max(...monthly.map((m) => m.value), 1); return (

Performance

Dashboard

{monthly.map((m) => (
{m.key}
))}
); } function PermissionBanner({ role, onChange }) { return (

Permissions

Role aware dashboards

Feature availability, bulk editing, exports, and saving reports respect the selected role. Use this to validate guardrails before sharing links.

); } function App() { const { state, dispatch, filteredRows, role, setRole } = useData(); const permissions = roles[role].permissions; const applyFilter = (filters) => dispatch({ type: 'setFilter', filters }); const handleShare = () => { const params = new URLSearchParams(state.filters).toString(); const url = `${window.location.origin}${window.location.pathname}?${params}`; navigator.clipboard.writeText(url); dispatch({ type: 'setViewToken', token: 'View link copied to clipboard' }); setTimeout(() => dispatch({ type: 'setViewToken', token: '' }), 2400); }; const handleChange = (id, field, value, error) => { dispatch({ type: 'updateCell', id, field, value, error }); }; const handleBulkApply = (patch) => { if (!state.selectedIds.length) return; const updates = {}; if (patch.scenario) updates.scenario = patch.scenario; if (patch.type) updates.type = patch.type; const rows = filteredRows .filter((r) => state.selectedIds.includes(r.id)) .map((row) => ({ ...row, ...updates, amount: patch.amountDelta ? row.amount + patch.amountDelta : row.amount })); const merged = state.rows.map((row) => rows.find((r) => r.id === row.id) || row); dispatch({ type: 'setRows', rows: merged }); }; const handleCsvUpload = (rows, commit = false) => { if (commit) { dispatch({ type: 'commitCsvPreview' }); } else { dispatch({ type: 'setCsvPreview', rows }); } }; const canUse = (feature) => permissions.includes(feature); return (
Aurelius FP&A ยท Componentized SPA

Revenue & Planning Workspace

React-powered single page experience with inline validation, CSV preview, bulk editing, and export-ready reporting.

Stateful grids & charts {state.viewToken && {state.viewToken}}
dispatch({ type: 'toggleSelect', id })} onChange={handleChange} disabled={!canUse('bulkEdit')} /> {canUse('bulkEdit') && ( )} {canUse('export') && }
{canUse('saveReports') && ( dispatch({ type: 'saveReport', reports })} onApply={(filters) => dispatch({ type: 'applyReport', filters })} /> )}
); } const root = ReactDOM.createRoot(document.getElementById('root')); root.render();