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Documentation Index

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The Scenario Details page (/fa/budget-scenarios/:id) shows the detail view for a single budget scenario, including budget line editing and scenario comparison.

Overview

The Scenario Details page uses a tabbed layout with URL-synced tabs (default: lines). It loads a scenario via useBudgetScenario and its lines via useScenarioBudgetLines backed by the budget_scenarios tables. Observed tabs and components:
  • Lines tab: ScenarioBudgetLineEditor for editing per-account budget amounts.
  • Comparison tab: ScenarioComparisonView for viewing differences.
Actions available on the page include activating the scenario (sets status to 'active') and deleting it. The scenario name is reflected in the page breadcrumb via useEntityBreadcrumb.

Who it’s for

Requires permission: fa.budget_scenarios.view.

Before you start

  • A budget scenario must exist (created via the Budgeting Hub).
  • You need fa.budget_scenarios.view to access this page.
  • To edit, you need fa.budget_scenarios.edit.

Steps

View scenario lines
  1. Navigate to /fa/budget-scenarios/:id (or click a scenario from the Budgeting Hub).
  2. The Lines tab shows the budget line editor.
Compare scenarios
  1. Click the Comparison tab.
  2. Review the ScenarioComparisonView.
Activate a scenario
  1. Click the Activate action (requires appropriate permission).
  2. The scenario status is updated to active.
Delete a scenario
  1. Use the delete action on the page.
  2. Confirm the deletion dialog.

Key concepts

  • Scenario: A fa_budget_scenarios row with a scenario_name, status, and associated budget lines.
  • Status: The code sets status to 'active' via useUpdateScenarioStatus.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/BudgetScenarioDetailPage.tsx
  • src/cores/fa/hooks/useBudgetScenarioDetail.ts
  • src/cores/fa/hooks/useBudgetScenarioMutation.ts
  • src/cores/fa/components/ScenarioBudgetLineEditor.tsx