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Sripriya - Add Financials Overview section with 6 cost cards - #5783

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Sripriya_financials_overview_cards

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@Sripriya03-hub

@Sripriya03-hub Sripriya03-hub commented Nov 5, 2026 •

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Description:
This is the Phase 2 task "Add the Financials: Overview row with 6 cost cards". The Figma has a Financials: Overview row above Financials Tracking, but it wasn't on the page. This PR adds it as a section that opens and closes, with the 6 cards loaded from real project data and a week over week line like the Project Status cards.

1 task from Google Doc figma financials overview row

Related PRS:
Backend PR: OneCommunityGlobal/HGNRest#2471. Both are needed to test.

Main changes explained:

  • Added a Financials: Overview section right before Financials Tracking, with Total Projected Cost, Predicted Cost Overrun, Total Project Cost, Total Material Cost, Total Labor Cost and Total Equipment Cost, in the Figma order and colors.
  • The cards use the page's project, date and comparison filters. With Week Over Week picked, each card shows the change in green or red.
  • Cards with no data show N/A with an info icon that explains why.
  • Moved the Project Status card code into a shared StatusCards.jsx so both rows use it. Project Status looks and works the same.
  • Added the section to the Finance Focus card preset and added tests.

How to test:

  1. Check out this branch and the backend PR, run npm install in both, and start both.
  2. Log in as an admin and go to BM Dashboard, Reports, Total Construction Summary.
  3. Open Financials: Overview (above Financials Tracking). You should see the 6 cards.
  4. Pick "Week Over Week" at the top. The cost cards show a +/- % line.
  5. Pick a project in the project filter and check the numbers change.
  6. Switch to dark mode and check the cards again.
  7. Run npx vitest run src/components/BMDashboard/WeeklyProjectSummary. All tests pass.

Screenshots:
Before:

0 before no overview section

After (light mode):

2 overview cards week over week light

After (dark mode):

3 overview cards week over week dark

Tests:

5 frontend tests

Note:
The full frontend test suite passes locally.

@Sripriya03-hub Sripriya03-hub added the High Priority - Please Review First This is an important PR we'd like to get merged as soon as possible label Nov 5, 2026
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