Project Profitability

Project-level profitability tracking with tag-based filtering.

The ProjectProfitabilityView provides a project-level financial overview with three tabs: Overview, Transactions, and Report. It uses tag-based filtering to scope financial data to specific projects.

The view renders:

• Overview tab - An AccountingOverview filtered to the selected project
• Transactions tab - Categorized BankTransactions for the selected project
• Report tab - A ProfitAndLoss.Report for the selected project

import { ProjectProfitabilityView } from '@layerfi/components'

<ProjectProfitabilityView
  valueOptions={[
    { label: 'Project Alpha', tagKey: 'project', tagValues: ['alpha'] },
    { label: 'Project Beta', tagKey: 'project', tagValues: ['beta'] },
  ]}
  stringOverrides={{ title: 'Project P&L' }}
  dateSelectionMode="month"
/>

Properties

valueOptions · TagOption[] · required

Array of project tag options for the project selector dropdown.

Show TagOption properties

label · string · required

Display label in the dropdown (e.g., “Project Alpha”).

tagKey · string · required

The tag key used to filter data (e.g., “project”).

tagValues · string[] · required

Tag values to filter by (e.g., ['alpha']).

showTitle · boolean

Controls whether the page title/header is displayed.

stringOverrides · ProjectsStringOverrides

Show ProjectsStringOverrides properties

title · string

Override for the page title.

dateSelectionMode · 'full' | 'month' · default: "month"

Controls the date range granularity in the Report tab.

• 'full' - Full date range picker
• 'month' - Month picker only

csvMoneyFormat · 'CENTS' | 'DOLLAR_STRING' · default: "DOLLAR_STRING"

Format for monetary values in CSV exports.

• 'CENTS' - Integer of cents (e.g., 1000 for $10.00)
• 'DOLLAR_STRING' - Dollar string (e.g., "$10.00")