From ca092f7b8bf5d3b51f015969fb4aad6833d6b11b Mon Sep 17 00:00:00 2001
From: renee-png <renee@avriacam.com>
Date: Wed, 10 Jun 2026 11:35:36 -0400
Subject: [PATCH] Budget Workbook: step through all clients with prev/next

Add prev/next buttons and a "Client N of M" indicator around the association
picker so a budget can be built for every client in turn. Cycles in name order
and wraps; direct dropdown selection still works.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
---
 src/pages/BudgetWorkbookPage.tsx | 43 ++++++++++++++++++++++++--------
 1 file changed, 33 insertions(+), 10 deletions(-)

diff --git a/src/pages/BudgetWorkbookPage.tsx b/src/pages/BudgetWorkbookPage.tsx
index dd21afc..35de4f4 100644
--- a/src/pages/BudgetWorkbookPage.tsx
+++ b/src/pages/BudgetWorkbookPage.tsx
@@ -2,7 +2,7 @@ import { useEffect, useMemo, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import jsPDF from "jspdf";
 import autoTable from "jspdf-autotable";
-import { Building2, RefreshCw, Save, Upload, Download, FileText, Loader2, RotateCcw } from "lucide-react";
+import { Building2, RefreshCw, Save, Upload, Download, FileText, Loader2, RotateCcw, ChevronLeft, ChevronRight } from "lucide-react";
 import { toast } from "sonner";
 import { useAssociation } from "@/contexts/AssociationContext";
 import { supabase } from "@/integrations/supabase/client";
@@ -65,6 +65,14 @@ export default function BudgetWorkbookPage() {
     [associations],
   );
 
+  // Step through every client in order so a budget can be built for each.
+  const assocIdx = sortedAssoc.findIndex((a: any) => a.id === selectedAssociation?.id);
+  const stepAssoc = (delta: number) => {
+    if (sortedAssoc.length === 0) return;
+    const next = assocIdx < 0 ? 0 : (assocIdx + delta + sortedAssoc.length) % sortedAssoc.length;
+    setSelectedAssociation(sortedAssoc[next]);
+  };
+
   const from = `${fy}-01-01`;
   const to = monthEnd(fy, through);
 
@@ -402,15 +410,30 @@ export default function BudgetWorkbookPage() {
           <h1 className="text-2xl font-semibold">Budget Workbook</h1>
           <p className="text-sm text-muted-foreground mt-0.5">Build next year's budget from YTD actuals through a chosen month.</p>
         </div>
-        <Select value={selectedAssociation?.id ?? ""} onValueChange={(id) => setSelectedAssociation(sortedAssoc.find((a: any) => a.id === id) ?? null)}>
-          <SelectTrigger className="w-[240px]">
-            <Building2 className="h-4 w-4 mr-2 text-muted-foreground" />
-            <SelectValue placeholder={loadingAssociations ? "Loading…" : "Select association"} />
-          </SelectTrigger>
-          <SelectContent>
-            {sortedAssoc.map((a: any) => <SelectItem key={a.id} value={a.id}>{a.name}</SelectItem>)}
-          </SelectContent>
-        </Select>
+        <div className="flex items-end gap-2">
+          <Button variant="outline" size="icon" className="h-10 w-10 shrink-0" title="Previous client"
+            onClick={() => stepAssoc(-1)} disabled={sortedAssoc.length <= 1}>
+            <ChevronLeft className="h-4 w-4" />
+          </Button>
+          <div className="flex flex-col">
+            <Select value={selectedAssociation?.id ?? ""} onValueChange={(id) => setSelectedAssociation(sortedAssoc.find((a: any) => a.id === id) ?? null)}>
+              <SelectTrigger className="w-[240px]">
+                <Building2 className="h-4 w-4 mr-2 text-muted-foreground" />
+                <SelectValue placeholder={loadingAssociations ? "Loading…" : "Select association"} />
+              </SelectTrigger>
+              <SelectContent>
+                {sortedAssoc.map((a: any) => <SelectItem key={a.id} value={a.id}>{a.name}</SelectItem>)}
+              </SelectContent>
+            </Select>
+            {sortedAssoc.length > 0 && assocIdx >= 0 && (
+              <span className="text-[11px] text-muted-foreground text-center mt-1">Client {assocIdx + 1} of {sortedAssoc.length}</span>
+            )}
+          </div>
+          <Button variant="outline" size="icon" className="h-10 w-10 shrink-0" title="Next client"
+            onClick={() => stepAssoc(1)} disabled={sortedAssoc.length <= 1}>
+            <ChevronRight className="h-4 w-4" />
+          </Button>
+        </div>
       </div>
 
       {!associationId ? (