From 6fe1e3943c4d5f492d15a577c6303feb1068efd3 Mon Sep 17 00:00:00 2001
From: renee-png <renee@avriacam.com>
Date: Tue, 9 Jun 2026 22:43:45 -0400
Subject: [PATCH] Budget Workbook: editable unit count for per-unit assessment
 rate

The per-unit assessment (annual expenses / 12 / units) used the live association
unit count only. Add an override so the rate can use weighted/excluded units,
persisted on accounting.budget_workbooks.unit_override (null = live count). New
"# Units" control with a reset link; summary card and CSV use the effective count.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
---
 src/pages/BudgetWorkbookPage.tsx              | 21 ++++++++++++++++---
 ...09120000_budget_workbook_unit_override.sql |  5 +++++
 2 files changed, 23 insertions(+), 3 deletions(-)
 create mode 100644 supabase/migrations/20260609120000_budget_workbook_unit_override.sql

diff --git a/src/pages/BudgetWorkbookPage.tsx b/src/pages/BudgetWorkbookPage.tsx
index 0397040..9d68cce 100644
--- a/src/pages/BudgetWorkbookPage.tsx
+++ b/src/pages/BudgetWorkbookPage.tsx
@@ -54,6 +54,7 @@ export default function BudgetWorkbookPage() {
   const [ytdOv, setYtdOv] = useState<Record<string, string>>({});
   const [infl, setInfl] = useState<Record<string, string>>({});
   const [projOv, setProjOv] = useState<Record<string, string>>({});
+  const [unitOv, setUnitOv] = useState(""); // "" = use the live unit count
   const [saving, setSaving] = useState(false);
   const [pushing, setPushing] = useState(false);
 
@@ -114,6 +115,7 @@ export default function BudgetWorkbookPage() {
     }
     setYtdOv(y); setInfl(i); setProjOv(p);
     if ((workbook.head as any)?.through_month) setThrough((workbook.head as any).through_month);
+    setUnitOv((workbook.head as any)?.unit_override != null ? String((workbook.head as any).unit_override) : "");
   }, [workbook]);
 
   // Computed YTD actual per account from the GL
@@ -146,7 +148,10 @@ export default function BudgetWorkbookPage() {
   const expenseAnnual = sum(sections.exp);
   const incomeAnnual = sum(sections.inc);
   const monthly = expenseAnnual / 12;
-  const perUnit = unitCount > 0 ? monthly / unitCount : 0;
+  // Per-unit assessment rate = annual expenses / 12 / units. Units default to the
+  // live association count but can be overridden (weighted/excluded units).
+  const effUnits = unitOv.trim() ? Number(unitOv) : unitCount;
+  const perUnit = effUnits > 0 ? monthly / effUnits : 0;
 
   const resetRow = (id: string) => {
     setYtdOv((m) => ({ ...m, [id]: "" }));
@@ -159,7 +164,7 @@ export default function BudgetWorkbookPage() {
     setSaving(true);
     try {
       const { data: head, error: hErr } = await accounting.from("budget_workbooks")
-        .upsert({ company_id: cid, fiscal_year: fy, through_month: through, updated_at: new Date().toISOString() },
+        .upsert({ company_id: cid, fiscal_year: fy, through_month: through, unit_override: unitOv.trim() ? Math.round(Number(unitOv)) : null, updated_at: new Date().toISOString() },
           { onConflict: "company_id,fiscal_year" })
         .select("id").single();
       if (hErr || !head) throw new Error(hErr?.message || "save failed");
@@ -333,6 +338,16 @@ export default function BudgetWorkbookPage() {
                   </SelectContent>
                 </Select>
               </div>
+              <div>
+                <Label className="text-xs"># Units (assessment)</Label>
+                <Input type="number" step="1" min="0" className="h-9 w-[120px]"
+                  value={unitOv} placeholder={String(unitCount)}
+                  onChange={(e) => setUnitOv(e.target.value)} />
+                {unitOv.trim() && Number(unitOv) !== unitCount && (
+                  <button type="button" className="text-[11px] text-muted-foreground hover:underline mt-0.5"
+                    onClick={() => setUnitOv("")}>Reset to {unitCount}</button>
+                )}
+              </div>
               <div className="ml-auto flex gap-2">
                 <Button variant="outline" size="sm" onClick={() => qc.invalidateQueries({ queryKey: ["wb-gl", cid, from, to] })} disabled={glFetching}>
                   <RefreshCw className={`h-4 w-4 mr-1 ${glFetching ? "animate-spin" : ""}`} /> Refresh
@@ -348,7 +363,7 @@ export default function BudgetWorkbookPage() {
           <div className="grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
             <Card><CardContent className="p-4"><div className="text-xs text-muted-foreground uppercase tracking-wide">Annual Budget (Expenses)</div><div className="text-xl font-semibold mt-1 tabular-nums">{money(expenseAnnual)}</div></CardContent></Card>
             <Card><CardContent className="p-4"><div className="text-xs text-muted-foreground uppercase tracking-wide">Monthly (÷12)</div><div className="text-xl font-semibold mt-1 tabular-nums">{money(monthly)}</div></CardContent></Card>
-            <Card><CardContent className="p-4"><div className="text-xs text-muted-foreground uppercase tracking-wide">Per Unit / Month ({unitCount} units)</div><div className="text-xl font-semibold mt-1 tabular-nums">{unitCount > 0 ? money(perUnit) : "—"}</div></CardContent></Card>
+            <Card><CardContent className="p-4"><div className="text-xs text-muted-foreground uppercase tracking-wide">Per Unit / Month ({effUnits} units{unitOv.trim() && Number(unitOv) !== unitCount ? " · override" : ""})</div><div className="text-xl font-semibold mt-1 tabular-nums">{effUnits > 0 ? money(perUnit) : "—"}</div></CardContent></Card>
             <Card><CardContent className="p-4"><div className="text-xs text-muted-foreground uppercase tracking-wide">Projected Surplus / (Deficit)</div><div className={`text-xl font-semibold mt-1 tabular-nums ${incomeAnnual - expenseAnnual < 0 ? "text-destructive" : "text-emerald-700"}`}>{money(incomeAnnual - expenseAnnual)}</div></CardContent></Card>
           </div>
 
diff --git a/supabase/migrations/20260609120000_budget_workbook_unit_override.sql b/supabase/migrations/20260609120000_budget_workbook_unit_override.sql
new file mode 100644
index 0000000..dbf2e24
--- /dev/null
+++ b/supabase/migrations/20260609120000_budget_workbook_unit_override.sql
@@ -0,0 +1,5 @@
+-- Budget Workbook: let the per-unit assessment rate use an overridden unit count
+-- (e.g. weighted units, excluding developer-owned). Null = use the live count of
+-- units in the association.
+alter table accounting.budget_workbooks
+  add column if not exists unit_override integer;