Feature/close account (#293)

* Implement account closure feature with UI updates and tests

* Refactor AppHeader and NavItem styles for improved layout; update MonthOverviewSummary to display formatted date

* Refactor AppHeader and NavItem styles for consistency and improved UI responsiveness

* Add unit tests for account balance summary and transaction totals; refactor related hooks for improved calculations

* Update @luca-financial/luca-schema dependency to version 3.1.0 in package.json and pnpm-lock.yaml

* Refactor account type handling and improve balance summary calculations; add support for new account types and enhance utility functions

* Enhance transaction categorization and summary calculations; add credit card expense tracking and improve dashboard metrics display

* Refactor transaction handling and metrics; enhance credit card payment tracking and update dashboard components for improved financial overview

* Implement dashboard analytics filters and enhance account balance summary calculations; add filtering utilities for transactions and accounts

* Update default state for excluding closed accounts in Dashboard component

* Enhance dashboard filters and account balance calculations; add support for escrow accounts and improve transaction handling

* Refactor transaction handling in dashboard components; update test cases and improve month-end projections logic

* Enhance transaction totals calculations and projections; add income and credits handling, and refactor dashboard components for improved financial overview

* Add combined dashboard balances calculation and update dashboard components for improved financial metrics

* Bump version to 2.8.0 in package.json

* Refactor dashboard metrics and transaction totals calculations; enhance balance handling and credit card metrics

* Refactor net flow calculations in transaction totals; ensure accurate income and expense handling

* Refactor transaction totals calculations; introduce cash credits and outflows handling for improved financial metrics

* Refactor income and expense metrics labels and variables for clarity; update related calculations in MonthOverviewSummary

* Enhance tooltip functionality for financial metrics; add detailed tooltips for income, expenses, and balances in MonthOverviewSummary

* Update tooltips in MonthOverviewSummary to clarify account types; replace 'non-credit-card' with 'asset' for consistency.

* Refactor DetailedComparisonTable to use sections for improved organization; update metrics and tooltips for clarity.

* Refactor DetailedComparisonTable layout and improve metric labels for clarity; update tooltip descriptions for consistency.

* Update sync button to use aria-label for improved accessibility

* Enhance DetailedComparisonTable with new metrics and improved styling; add icons for better visual representation of income and expenses.

* Refactor DetailedComparisonTable to ensure consistent styling for total rows; adjust height and box-sizing properties.

* Remove unused MonthlyIncomeExpenseCards, RecentActivitySection, and UpcomingActivitySection components

* Refactor MonthOverviewSummary component and related utilities

- Simplified MonthOverviewSummary by extracting utility functions and components.
- Created OverviewPeriodCard for rendering period-specific metrics.
- Introduced TooltipValue component for consistent tooltip rendering.
- Moved metric-related utility functions to monthOverviewSummaryUtils.js.
- Updated detailed comparison sections to use new utility functions for better readability and maintainability.

* feat: add Spending History Section components and hooks

- Implement SpendingHistorySummaryCards for displaying summary of spending by state and totals.
- Create SpendingHistoryTable for detailed transaction view with expandable categories and subcategories.
- Introduce TransactionDetailTable for displaying individual transaction details.
- Add utility functions and constants for formatting and managing spending data.
- Implement hooks for managing state and data in the Spending History Section.

* feat: refactor DetailedComparisonTable to use DetailedComparisonValueCell for improved readability and maintainability

* refactor: clean up formatting and import statements in DetailedComparisonTable component

* refactor: simplify DashboardAnalyticsFilters by removing unused includedCount calculation and improving layout

* feat: enhance MetricCell and MonthOverviewSummary to support icons and absolute value display

* feat: update SpendingPeriodControls and SpendingHistorySection for improved label handling and default selection

* feat: update @luca-financial/luca-schema dependency to version 3.2.0

* refactor: remove commented-out BalanceRow component from AccountCard

* feat: add account closure support and enhance dashboard analytics for closed accounts

Author: jwaspin

CHANGELOG.md

@@ -7,6 +7,28 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [2.8.0] - 2026-04-04
+
+### Added
+
+- Added account closure support across the app, including closed-account state persistence, account-card/status updates, and a dedicated closed-account row in the ledger.
+- Added dashboard analytics filters for excluding closed accounts by default and temporarily including or excluding individual accounts from dashboard calculations.
+- Added a detailed Current Month Overview breakdown with current, remaining, and month-end comparisons for income, expenses, balances, and credit card activity, including metric tooltips and a grouped comparison table.
+
+### Changed
+
+- Updated dashboard balance and projection calculations to better separate asset-account balances from credit card balances, support credit card payments/credits/charges explicitly, and account for newer schema-driven account types.
+- Switched account-type pickers and related account utilities to use schema-exported account type enums, including support for recently added types such as cash and escrow.
+- Refactored the dashboard overview and categorized-spending sections into smaller reusable components, and removed the legacy dashboard Recent Activity, Upcoming Activity, and old monthly summary cards.
+- Updated categorized-spending controls on the dashboard to default to the current month and polished the shared month/year selector behavior and spacing.
+- Bumped application version to `2.8.0`. (#293)
+
+### Fixed
+
+- Fixed dashboard account inclusion behavior so closed and escrow accounts can be excluded by default without preventing users from re-including them for the current session.
+- Fixed dashboard credit card balance aggregation to use the combined signed balance of included credit card accounts.
+- Fixed ledger sync-button tooltip warnings caused by passing a `title` prop to a tooltip child.
+
 ## [2.7.0] - 2026-04-03
 
 ### Added

package.json

@@ -1,6 +1,6 @@
 {
   "name": "luca-ledger",
-  "version": "2.7.0",
+  "version": "2.8.0",
   "homepage": "https://lucaledger.app/",
   "type": "module",
   "license": "MIT",
@@ -19,7 +19,7 @@
   "dependencies": {
     "@emotion/react": "^11.14.0",
     "@emotion/styled": "^11.14.1",
-    "@luca-financial/luca-schema": "^3.0.3",
+    "@luca-financial/luca-schema": "^3.2.0",
     "@mui/icons-material": "^7.3.9",
     "@mui/material": "^7.3.9",
     "@mui/system": "^7.3.9",

pnpm-lock.yaml

@@ -9,6 +9,8 @@ import {
   endOfMonth,
 } from 'date-fns';
 
+import { getAccountClosedRowContent } from '@/components/LedgerTable/utils';
+
 describe('LedgerTable Year Filter', () => {
   it('should filter transactions by selected year', () => {
     // Mock transactions from different years
@@ -173,4 +175,20 @@ describe('LedgerTable Year Filter', () => {
     expect(filtered).toHaveLength(4);
     expect(filtered.map((t) => t.id)).toEqual(['2', '3', '4', '5']);
   });
+
+  it('should build closed account row content with the closure date', () => {
+    expect(
+      getAccountClosedRowContent('2025-02-14T12:00:00.000Z'),
+    ).toEqual({
+      label: 'ACCOUNT CLOSED',
+      detail: 'Feb 14, 2025',
+    });
+  });
+
+  it('should build closed account row content without a detail for missing dates', () => {
+    expect(getAccountClosedRowContent(null)).toEqual({
+      label: 'ACCOUNT CLOSED',
+      detail: null,
+    });
+  });
 });

src/__tests__/components/LedgerTable.test.jsx

@@ -0,0 +1,82 @@
+import { describe, expect, it } from 'vitest';
+
+import { AccountType } from '@/store/accounts/constants';
+import { TransactionStateEnum } from '@/store/transactions/constants';
+import { buildAccountBalanceSummary } from '@/hooks/useAccountBalances';
+
+describe('buildAccountBalanceSummary', () => {
+  it('uses completed transactions for the current combined non-credit-card balance', () => {
+    const accounts = [
+      { id: 'checking-1', type: AccountType.CHECKING },
+      { id: 'savings-1', type: AccountType.SAVINGS },
+      { id: 'cash-1', type: AccountType.CASH },
+      { id: 'escrow-1', type: AccountType.ESCROW },
+      { id: 'external-1', type: AccountType.EXTERNAL },
+      { id: 'credit-1', type: AccountType.CREDIT_CARD },
+      { id: 'credit-2', type: AccountType.CREDIT_CARD },
+    ];
+
+    const transactions = [
+      {
+        id: 'tx-1',
+        accountId: 'checking-1',
+        amount: 50000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-2',
+        accountId: 'checking-1',
+        amount: -12000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-3',
+        accountId: 'savings-1',
+        amount: 8000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-4',
+        accountId: 'cash-1',
+        amount: 2500,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-5',
+        accountId: 'escrow-1',
+        amount: 20000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-6',
+        accountId: 'external-1',
+        amount: 100000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-7',
+        accountId: 'checking-1',
+        amount: -3000,
+        transactionState: TransactionStateEnum.PENDING,
+      },
+      {
+        id: 'tx-8',
+        accountId: 'credit-1',
+        amount: 10000,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+      {
+        id: 'tx-9',
+        accountId: 'credit-2',
+        amount: -2500,
+        transactionState: TransactionStateEnum.COMPLETED,
+      },
+    ];
+
+    const summary = buildAccountBalanceSummary(accounts, transactions);
+
+    expect(summary.totals.current).toBe(168500);
+    expect(summary.totals.pending).toBe(165500);
+    expect(summary.creditCardTotals.current).toBe(7500);
+  });
+});

src/__tests__/hooks/useAccountBalances.test.js

@@ -0,0 +1,65 @@
+import { describe, expect, it } from 'vitest';
+
+import { AccountType, AccountTypeOptions } from '@/store/accounts/constants';
+import {
+  formatAccountClosedAt,
+  formatAccountType,
+  isCreditCardAccountType,
+  isAccountClosed,
+  isIncludedInBalanceTotals,
+  sortAccountTypes,
+} from '@/store/accounts/utils';
+
+describe('account utils', () => {
+  it('treats accounts with a closedAt timestamp as closed', () => {
+    expect(isAccountClosed({ closedAt: '2025-02-14T00:00:00.000Z' })).toBe(
+      true,
+    );
+  });
+
+  it('treats accounts without a closedAt timestamp as open', () => {
+    expect(isAccountClosed({ closedAt: null })).toBe(false);
+    expect(isAccountClosed({})).toBe(false);
+  });
+
+  it('formats closedAt dates for UI display', () => {
+    expect(formatAccountClosedAt('2025-02-14T12:00:00.000Z')).toBe(
+      'Feb 14, 2025',
+    );
+  });
+
+  it('returns null for missing or invalid closedAt dates', () => {
+    expect(formatAccountClosedAt(null)).toBeNull();
+    expect(formatAccountClosedAt('not-a-date')).toBeNull();
+  });
+
+  it('formats account types for display', () => {
+    expect(formatAccountType(AccountType.CREDIT_CARD)).toBe('Credit Card');
+    expect(formatAccountType(AccountType.ESCROW)).toBe('Escrow');
+  });
+
+  it('sorts account types by their display label', () => {
+    expect(
+      sortAccountTypes([
+        AccountType.ESCROW,
+        AccountType.CREDIT_CARD,
+        AccountType.CASH,
+      ]),
+    ).toEqual([AccountType.CASH, AccountType.CREDIT_CARD, AccountType.ESCROW]);
+  });
+
+  it('exposes account types from the shared schema enum', () => {
+    expect(AccountTypeOptions).toContain(AccountType.CASH);
+    expect(AccountTypeOptions).toContain(AccountType.ESCROW);
+  });
+
+  it('only includes liquid cash account types in dashboard balance totals', () => {
+    expect(isIncludedInBalanceTotals(AccountType.CHECKING)).toBe(true);
+    expect(isIncludedInBalanceTotals(AccountType.SAVINGS)).toBe(true);
+    expect(isIncludedInBalanceTotals(AccountType.CASH)).toBe(true);
+    expect(isIncludedInBalanceTotals(AccountType.ESCROW)).toBe(false);
+    expect(isIncludedInBalanceTotals(AccountType.EXTERNAL)).toBe(false);
+    expect(isIncludedInBalanceTotals(AccountType.CREDIT_CARD)).toBe(false);
+    expect(isCreditCardAccountType(AccountType.CREDIT_CARD)).toBe(true);
+  });
+});

src/__tests__/store/accountUtils.test.js

@@ -119,6 +119,23 @@ describe('Accounts Slice', () => {
         expect(state.data[0].name).toBe('Updated Name');
       });
 
+      it('should persist a valid closedAt value', () => {
+        const stateWithData = {
+          ...initialState,
+          data: [validCheckingAccount],
+        };
+        const closedAccount = {
+          ...validCheckingAccount,
+          closedAt: '2025-02-14T00:00:00.000Z',
+        };
+        const state = accountsReducer(
+          stateWithData,
+          updateAccount(closedAccount),
+        );
+
+        expect(state.data[0].closedAt).toBe('2025-02-14T00:00:00.000Z');
+      });
+
       it('should not modify other accounts', () => {
         const stateWithData = {
           ...initialState,