feat: integrate ai jars into budget, rename tabs, and fix dashboard navigation

NAVIGATION_AUDIT.md

@@ -0,0 +1,70 @@
+# Navigation & Route Audit
+Last Updated: 2026-02-16
+
+## ✅ Working Routes
+| Page/Component | Element | Route/Action | Status |
+|----------------|---------|--------------|--------|
+| Layout | "Home", "Portfolio", "Budget", etc. | `onSectionChange` (State) | ✅ Working |
+| Layout | "Logout" | `onLogout` (Auth Hook) | ✅ Working |
+| Profile | "Theme Switcher" | `setTheme` (Context) | ✅ Working |
+| Savings | "Calculator" (Sliders/Input) | Local State | ✅ Working |
+| Dashboard | "HeroStats" (Cards) | Display Only | ✅ Working |
+| Portfolio | "Risk Analysis" (Cards) | Display Only | ✅ Working |
+
+## ❌ Non-Functional Elements
+These elements are visually present but lack `onClick` handlers or backend integration.
+
+| Page/Component | Element | Expected Action | Issue |
+|----------------|---------|-----------------|-------|
+| **Dashboard** | | | |
+| `TransactionsList` | "View All Transactions" button | `onSectionChange('budget')` or route | No handler |
+| `GoalsList` | "Manage Goals" button | `onSectionChange('goals')` | No handler |
+| `QuickActions` | "New Investment" card | Open Modal / Navigate | No handler |
+| `QuickActions` | "Set Goals" card | Open Modal / Navigate | No handler |
+| `QuickActions` | "View Reports" card | Open Modal / Navigate | No handler |
+| `QuickActions` | "Savings Plan" card | Navigate to `savings` | No handler |
+| **Portfolio** | | | |
+| `QuickInvestmentForm` | "Buy Asset" button | Execute Trade / Modal | No handler |
+| `QuickInvestmentForm` | "Sell Asset" button | Execute Trade / Modal | No handler |
+| `HoldingsTable` | "+" / "-" Action buttons | Modify Position | No handler |
+| **Budget** | | | |
+| `AddExpenseForm` | "Add Expense" button | Submit Form | No handler |
+| `SetBudgetForm` | "Set Budget" button | Submit Form | No handler |
+| **Savings** | | | |
+| `SavingsGoalsGrid` | "+1K", "+5K", "Custom" buttons | Add Funds | No handler |
+| `SavingsAccountsTable` | "Settings" (Gear icon) | Open Settings | No handler |
+| `AddGoalForm` | "Create Savings Goal" button | Submit Form | No handler |
+| **Credit** | | | |
+| `CreditCardsList` | "Pay Custom" button | Payment Modal | No handler |
+| `CreditCardsList` | "Pay Min" button | Payment Modal | No handler |
+| `CreditCardsList` | "More" (Three dots) button | Menu / Details | No handler |
+| **Commitments** | | | |
+| `UpcomingCommitments` | "Mark Paid" (Check) button | Update Status | No handler |
+| `UpcomingCommitments` | "Delete" (Trash) button | Remove Item | No handler |
+| `UpcomingCommitments` | "View All History" button | Navigate / Modal | No handler |
+| `CommitmentAITips` | "View Credit Impact" button | Navigate / Modal | No handler |
+| `CommitmentCalendar` | "Mark Paid" / "Delete" buttons | Update/Remove | No handler |
+| `AddCommitmentForm` | "Add Commitment" button | Submit Form | No handler |
+
+## 🚧 Placeholder Buttons (No Action)
+| Page/Component | Element | Notes |
+|----------------|---------|-------|
+| Dashboard | Hero Stat Cards | Could link to respective modules (e.g., Portfolio Value -> Portfolio) |
+| Dashboard | "Recent Transactions" Items | Could broaden transaction details modal |
+| Savings | "Savings Accounts" Items | Could open account details |
+| Credit | "Credit Cards" Items | Could open card details/statements |
+
+## 📋 Recommended Actions
+**High Priority:**
+- [ ] **Dashboard Navigation:** Wire up `QuickActions` to navigate to respective modules (e.g., "New Investment" -> Portfolio, "Savings Plan" -> Savings).
+- [ ] **View All buttons:** Connect "View All Transactions" to the specific transaction history view (or Budget module).
+- [ ] **Forms:** Implement `onSubmit` handlers (even if just `console.log` + toast) for "Add Expense", "Set Budget", "Add Commitment", and "Add Goal".
+
+**Medium Priority:**
+- [ ] **Interactive Actions:** Implement "Pay Min/Custom" logic in Credit Manager (show a payment success toast).
+- [ ] **List Actions:** Implementation delete/mark-paid logic for Commitments (update local state).
+- [ ] **Investment:** Add basic validation/toast for "Buy/Sell" in Portfolio.
+
+**Low Priority:**
+- [ ] **Deep Linking:** Check/Trash buttons in tables.
+- [ ] **Settings:** Account-level settings in Savings module.

src/components/Dashboard.tsx

@@ -12,7 +12,11 @@ import InvestmentPerformance from './dashboard/InvestmentPerformance';
 import AIInsights from './dashboard/AIInsights';
 import QuickActions from './dashboard/QuickActions';
 
-const Dashboard: React.FC = () => {
+interface DashboardProps {
+  onNavigate?: (section: string) => void;
+}
+
+const Dashboard: React.FC<DashboardProps> = ({ onNavigate }) => {
   // Hardcoded Header Data as per Target Design Reference
   const currentDate = "Sunday, February 15, 2026";
   const monthlyWealthGrowth = "425,600"; // AED value
@@ -63,12 +67,12 @@ const Dashboard: React.FC = () => {
       <section className="grid grid-cols-1 lg:grid-cols-2 gap-6 items-start relative z-10">
         {/* Left Column: Recent Transactions */}
         <div className="space-y-6">
-          <TransactionsList />
+          <TransactionsList onNavigate={onNavigate} />
         </div>
 
         {/* Right Column: Financial Goals */}
         <div className="space-y-6">
-          <GoalsList />
+          <GoalsList onNavigate={onNavigate} />
         </div>
       </section>
 
@@ -88,7 +92,7 @@ const Dashboard: React.FC = () => {
       {/* Footer Actions */}
       <section className="relative z-10">
         <h3 className="text-lg font-medium text-slate-700 mb-4 px-1">Quick Actions</h3>
-        <QuickActions />
+        <QuickActions onNavigate={onNavigate} />
       </section>
     </div>
   );

src/components/budget/AddExpenseForm.tsx

@@ -7,7 +7,26 @@ import { Label } from '@/components/ui/label';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 
+import { toast } from 'sonner';
+
 const AddExpenseForm: React.FC = () => {
+    const handleAddExpense = () => {
+        const amount = (document.getElementById('amount') as HTMLInputElement).value;
+        const desc = (document.getElementById('desc') as HTMLInputElement).value;
+        const category = (document.getElementById('category') as HTMLButtonElement | null)?.innerText || "Category";
+
+        if (!amount || !desc) {
+            toast.error("Please fill in amount and description");
+            return;
+        }
+
+        toast.success(`Expense Added: AED ${amount} to ${category}`);
+
+        // Clear
+        (document.getElementById('amount') as HTMLInputElement).value = '';
+        (document.getElementById('desc') as HTMLInputElement).value = '';
+    };
+
     return (
         <div className="flex justify-center items-center h-[400px]">
             <GlassCard className="p-8 w-full max-w-md">
@@ -45,7 +64,10 @@ const AddExpenseForm: React.FC = () => {
                         <Input id="desc" placeholder="e.g. Grocery shopping" className="bg-white/50 border-slate-200" />
                     </div>
 
-                    <Button className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md">
+                    <Button
+                        className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md"
+                        onClick={handleAddExpense}
+                    >
                         Add Expense
                     </Button>
                 </div>

src/components/budget/BudgetGoalPlanning.tsx

@@ -0,0 +1,162 @@
+import React, { useState } from 'react';
+import { GlassCard } from '@/components/ui/GlassCard';
+import { Button } from '@/components/ui/button';
+import { Switch } from '@/components/ui/switch';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { Progress } from '@/components/ui/progress';
+import { DirhamIcon } from '@/components/ui/custom-icons';
+import { Target, Zap, Plus, Sparkles } from 'lucide-react';
+import { toast } from 'sonner';
+
+const BudgetGoalPlanning: React.FC = () => {
+    // Left Column Data: Active Jars/Goals
+    const [goals, setGoals] = useState([
+        { id: 1, name: 'Rainy Day Fund', current: 4500, target: 10000, color: 'bg-blue-500' },
+        { id: 2, name: 'New Laptop', current: 3200, target: 8000, color: 'bg-purple-500' },
+        { id: 3, name: 'Holiday Gift Fund', current: 500, target: 2000, color: 'bg-pink-500' },
+    ]);
+
+    // Right Column State: AI Config
+    const [aiEnabled, setAiEnabled] = useState(false);
+
+    const handleAddFunds = (name: string) => {
+        toast.success(`Funds added to ${name}`);
+    };
+
+    const handleActivateAI = () => {
+        setAiEnabled(!aiEnabled);
+        if (!aiEnabled) {
+            toast.success("AI Auto-Save Activated!");
+        } else {
+            toast.info("AI Auto-Save Paused");
+        }
+    };
+
+    return (
+        <div className="grid grid-cols-1 lg:grid-cols-2 gap-6 items-start">
+            {/* Left Column: Active Jars & Goals */}
+            <div className="space-y-6">
+                <div className="flex justify-between items-center">
+                    <h3 className="text-xl font-semibold text-slate-800 flex items-center gap-2">
+                        <Target className="w-5 h-5 text-indigo-500" /> Active Jars & Goals
+                    </h3>
+                    <Button variant="outline" size="sm" className="h-8 border-dashed border-slate-300 text-slate-500 hover:text-indigo-600 hover:border-indigo-300">
+                        <Plus className="w-3 h-3 mr-1" /> New Jar
+                    </Button>
+                </div>
+
+                <div className="grid grid-cols-1 gap-4">
+                    {goals.map((goal) => {
+                        const progress = (goal.current / goal.target) * 100;
+                        return (
+                            <GlassCard key={goal.id} className="p-5 space-y-4 group hover:border-indigo-100 transition-all">
+                                <div className="flex justify-between items-start">
+                                    <div>
+                                        <h4 className="font-semibold text-slate-800">{goal.name}</h4>
+                                        <p className="text-sm text-slate-500 mt-1">
+                                            <span className="font-medium text-slate-700"><DirhamIcon className="w-3 h-3 inline" /> {goal.current.toLocaleString()}</span>
+                                            <span className="text-slate-400"> / {goal.target.toLocaleString()}</span>
+                                        </p>
+                                    </div>
+                                    <Button
+                                        variant="outline"
+                                        size="sm"
+                                        className="h-7 text-xs border-slate-200 text-slate-600 hover:bg-slate-50"
+                                        onClick={() => handleAddFunds(goal.name)}
+                                    >
+                                        Add Funds
+                                    </Button>
+                                </div>
+
+                                <div className="space-y-1">
+                                    <div className="flex justify-between text-xs text-slate-500 mb-1">
+                                        <span>{progress.toFixed(0)}% Funded</span>
+                                        <span>{Math.max(0, goal.target - goal.current).toLocaleString()} remaining</span>
+                                    </div>
+                                    <Progress value={progress} className="h-2" indicatorClassName={goal.color} />
+                                </div>
+                            </GlassCard>
+                        );
+                    })}
+                </div>
+            </div>
+
+            {/* Right Column: AI Auto-Save Configuration */}
+            <div className="space-y-6">
+                <h3 className="text-xl font-semibold text-slate-800 flex items-center gap-2">
+                    <Zap className="w-5 h-5 text-yellow-500 fill-yellow-500" /> Automate Your Savings
+                </h3>
+
+                <GlassCard className="p-6 relative overflow-hidden">
+                    {/* Background decoration */}
+                    <div className="absolute top-0 right-0 w-32 h-32 bg-gradient-to-br from-yellow-200/20 to-orange-200/20 rounded-bl-full -z-10" />
+
+                    <div className="space-y-6">
+                        <div className="flex items-center justify-between pb-4 border-b border-white/20">
+                            <div>
+                                <h4 className="font-semibold text-slate-800">Enable AI Logic</h4>
+                                <p className="text-xs text-slate-500">Allow WealthWise to save while you spend</p>
+                            </div>
+                            <Switch
+                                checked={aiEnabled}
+                                onCheckedChange={handleActivateAI}
+                                className="data-[state=checked]:bg-green-500"
+                            />
+                        </div>
+
+                        <div className={`space-y-5 transition-opacity duration-300 ${aiEnabled ? 'opacity-100' : 'opacity-50 pointer-events-none'}`}>
+                            <div className="space-y-2">
+                                <Label className="text-slate-600 text-sm">Smart Rule</Label>
+                                <Select defaultValue="roundup">
+                                    <SelectTrigger className="bg-white/50 border-slate-200">
+                                        <SelectValue />
+                                    </SelectTrigger>
+                                    <SelectContent>
+                                        <SelectItem value="roundup">Round-up transactions to nearest AED 10</SelectItem>
+                                        <SelectItem value="percentage">Save 1% of every purchase</SelectItem>
+                                        <SelectItem value="fixed">Auto-transfer AED 5 daily</SelectItem>
+                                    </SelectContent>
+                                </Select>
+                            </div>
+
+                            <div className="grid grid-cols-2 gap-4">
+                                <div className="space-y-2">
+                                    <Label className="text-slate-600 text-sm">Target Jar</Label>
+                                    <Select defaultValue="rainy">
+                                        <SelectTrigger className="bg-white/50 border-slate-200">
+                                            <SelectValue />
+                                        </SelectTrigger>
+                                        <SelectContent>
+                                            <SelectItem value="rainy">Rainy Day Fund</SelectItem>
+                                            <SelectItem value="laptop">New Laptop</SelectItem>
+                                            <SelectItem value="holiday">Holiday Gift Fund</SelectItem>
+                                        </SelectContent>
+                                    </Select>
+                                </div>
+                                <div className="space-y-2">
+                                    <Label className="text-slate-600 text-sm">Monthly Cap</Label>
+                                    <div className="relative">
+                                        <span className="absolute left-3 top-1/2 -translate-y-1/2 text-slate-400 text-xs">AED</span>
+                                        <Input type="number" defaultValue="500" className="pl-10 bg-white/50 border-slate-200" />
+                                    </div>
+                                </div>
+                            </div>
+
+                            {/* AI Insight Box */}
+                            <div className="bg-indigo-50/50 border border-indigo-100 rounded-lg p-3 flex gap-3 items-start">
+                                <Sparkles className="w-4 h-4 text-indigo-500 mt-0.5 shrink-0" />
+                                <p className="text-xs text-indigo-800 leading-relaxed">
+                                    Based on your spending habits, this rule will save approx <span className="font-semibold">AED 340/month</span> without impacting your daily budget needs.
+                                </p>
+                            </div>
+                        </div>
+                    </div>
+                </GlassCard>
+            </div>
+        </div>
+    );
+};
+
+export default BudgetGoalPlanning;

src/components/budget/SetBudgetForm.tsx

@@ -7,7 +7,24 @@ import { Label } from '@/components/ui/label';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 
+import { toast } from 'sonner';
+
 const SetBudgetForm: React.FC = () => {
+    const handleSetBudget = () => {
+        const amount = (document.getElementById('budget-amount') as HTMLInputElement).value;
+        const category = (document.getElementById('category-budget') as HTMLButtonElement | null)?.innerText || "Category";
+
+        if (!amount) {
+            toast.error("Please enter a budget amount");
+            return;
+        }
+
+        toast.success(`Budget Updated: AED ${amount} for ${category}`);
+
+        // Clear
+        (document.getElementById('budget-amount') as HTMLInputElement).value = '';
+    };
+
     return (
         <div className="flex justify-center items-center h-[400px]">
             <GlassCard className="p-8 w-full max-w-md">
@@ -40,7 +57,10 @@ const SetBudgetForm: React.FC = () => {
                         </div>
                     </div>
 
-                    <Button className="w-full mt-4 bg-gradient-to-r from-blue-600 to-indigo-600 text-white hover:from-blue-700 hover:to-indigo-700 shadow-md">
+                    <Button
+                        className="w-full mt-4 bg-gradient-to-r from-blue-600 to-indigo-600 text-white hover:from-blue-700 hover:to-indigo-700 shadow-md"
+                        onClick={handleSetBudget}
+                    >
                         Set Budget
                     </Button>
                 </div>

src/components/commitment/AddCommitmentForm.tsx

@@ -6,7 +6,26 @@ import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
 import { Sparkles } from 'lucide-react';
 
+import { toast } from 'sonner';
+
 const AddCommitmentForm: React.FC = () => {
+    const handleAdd = () => {
+        const name = (document.getElementById('comm-name') as HTMLInputElement).value;
+        const amount = (document.getElementById('comm-amount') as HTMLInputElement).value;
+
+        if (!name || !amount) {
+            toast.error("Please fill in name and amount");
+            return;
+        }
+
+        toast.success(`Commitment Added: ${name}`);
+
+        // Reset
+        (document.getElementById('comm-name') as HTMLInputElement).value = '';
+        (document.getElementById('comm-amount') as HTMLInputElement).value = '';
+        (document.getElementById('comm-type') as HTMLInputElement).value = '';
+    };
+
     return (
         <div className="flex justify-center items-center h-[500px]">
             <GlassCard className="p-8 w-full max-w-md">
@@ -33,7 +52,10 @@ const AddCommitmentForm: React.FC = () => {
                         <Input id="comm-type" placeholder="e.g. Insurance, Utility" className="bg-white/50 border-slate-200" />
                     </div>
 
-                    <Button className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md flex items-center gap-2 justify-center">
+                    <Button
+                        className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md flex items-center gap-2 justify-center"
+                        onClick={handleAdd}
+                    >
                         <Sparkles className="w-4 h-4 text-yellow-400" /> Add Commitment
                     </Button>
                 </div>

src/components/commitment/UpcomingCommitmentsList.tsx

@@ -6,6 +6,7 @@ import { Badge } from '@/components/ui/badge';
 import { formatAmount } from '@/lib/utils';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 import { Home, CreditCard, Zap, Trash2, Check } from 'lucide-react';
+import { toast } from 'sonner';
 
 const UpcomingCommitmentsList: React.FC = () => {
     const commitments = [
@@ -63,10 +64,20 @@ const UpcomingCommitmentsList: React.FC = () => {
                             </div>
 
                             <div className="flex items-center gap-2 opacity-0 group-hover:opacity-100 transition-opacity">
-                                <Button variant="outline" size="sm" className="h-8 border-slate-900 text-slate-900 bg-white hover:bg-slate-50">
+                                <Button
+                                    variant="outline"
+                                    size="sm"
+                                    className="h-8 border-slate-900 text-slate-900 bg-white hover:bg-slate-50"
+                                    onClick={() => toast.success(`Marked as Paid: ${item.title}`)}
+                                >
                                     <Check className="w-3 h-3 mr-1" /> Mark Paid
                                 </Button>
-                                <Button variant="ghost" size="sm" className="h-8 w-8 p-0 text-red-500 hover:text-red-600 hover:bg-red-50">
+                                <Button
+                                    variant="ghost"
+                                    size="sm"
+                                    className="h-8 w-8 p-0 text-red-500 hover:text-red-600 hover:bg-red-50"
+                                    onClick={() => toast.success(`Commitment Deleted: ${item.title}`)}
+                                >
                                     <Trash2 className="w-4 h-4" />
                                 </Button>
                             </div>

src/components/credit/CreditCardsList.tsx

@@ -6,6 +6,7 @@ import { Badge } from '@/components/ui/badge';
 import { formatAmount } from '@/lib/utils';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 import { MoreHorizontal } from 'lucide-react';
+import { toast } from 'sonner';
 
 const CreditCardsList: React.FC = () => {
 
@@ -108,10 +109,17 @@ const CreditCardsList: React.FC = () => {
                                     </p>
                                 </div>
                                 <div className="flex gap-3 w-full sm:w-auto">
-                                    <Button variant="outline" className="flex-1 sm:flex-none border-slate-200 text-slate-700 hover:bg-slate-50">
+                                    <Button
+                                        variant="outline"
+                                        className="flex-1 sm:flex-none border-slate-200 text-slate-700 hover:bg-slate-50"
+                                        onClick={() => toast.info("Custom payment flow would open here")}
+                                    >
                                         Pay Custom
                                     </Button>
-                                    <Button className="flex-1 sm:flex-none bg-black text-white hover:bg-slate-800">
+                                    <Button
+                                        className="flex-1 sm:flex-none bg-black text-white hover:bg-slate-800"
+                                        onClick={() => toast.success(`Payment Processed: AED ${card.minDue} for ${card.name}`)}
+                                    >
                                         Pay Min
                                     </Button>
                                 </div>

src/components/dashboard/GoalsList.tsx

@@ -5,7 +5,11 @@ import { Button } from '@/components/ui/button';
 import { Progress } from '@/components/ui/progress';
 import { Target } from 'lucide-react';
 
-const GoalsList: React.FC = () => {
+interface GoalsListProps {
+    onNavigate?: (section: string) => void;
+}
+
+const GoalsList: React.FC<GoalsListProps> = ({ onNavigate }) => {
     const goals = [
         {
             name: 'Emergency Fund',
@@ -53,7 +57,10 @@ const GoalsList: React.FC = () => {
                 ))}
             </div>
 
-            <Button className="w-full mt-6 bg-gradient-to-r from-purple-600 to-indigo-600 hover:from-purple-700 hover:to-indigo-700 text-white shadow-md">
+            <Button
+                className="w-full mt-6 bg-gradient-to-r from-purple-600 to-indigo-600 hover:from-purple-700 hover:to-indigo-700 text-white shadow-md"
+                onClick={() => onNavigate?.('budget')} // Now part of Budget Manager
+            >
                 Manage Goals
             </Button>
         </GlassCard>

src/components/dashboard/HeroStats.tsx

@@ -1,14 +1,18 @@
-
 import React from 'react';
 import { GlassCard } from '@/components/ui/GlassCard';
+import { HoverPreview } from '@/components/ui/HoverPreview'; // Import HoverPreview
 import { DirhamIcon } from '@/components/ui/custom-icons';
 import {
     TrendingUp,
     DollarSign,
     PieChart,
-    Shield
+    Shield,
+    ArrowUpRight,
+    ArrowDownRight,
+    CheckCircle2
 } from 'lucide-react';
-import { formatAmount } from '@/lib/utils'; // Keep import for potential reuse, though hardcoded values requested for now
+import { Progress } from '@/components/ui/progress'; // Assuming we have Progress for risk or charts
+// import { formatAmount } from '@/lib/utils'; // Keep import for potential reuse
 
 const HeroStats: React.FC = () => {
     // Hardcoded data as per Target Design Reference
@@ -20,7 +24,26 @@ const HeroStats: React.FC = () => {
             isPositive: true,
             icon: <TrendingUp className="h-6 w-6 text-white" />,
             color: 'from-purple-500 to-indigo-600',
-            iconBg: 'bg-white/20'
+            iconBg: 'bg-white/20',
+            preview: (
+                <div className="space-y-3">
+                    <h4 className="text-sm font-semibold text-slate-800">Top Holdings</h4>
+                    <div className="space-y-2">
+                        {[
+                            { name: 'Apple (AAPL)', change: '+1.4%', up: true },
+                            { name: 'Bitcoin (BTC)', change: '+5.2%', up: true },
+                            { name: 'Dubai Real Estate', change: '+0.8%', up: true },
+                        ].map((item, i) => (
+                            <div key={i} className="flex justify-between items-center text-sm">
+                                <span className="text-slate-600">{item.name}</span>
+                                <span className="flex items-center text-green-600 font-medium text-xs">
+                                    <ArrowUpRight className="w-3 h-3 mr-1" /> {item.change}
+                                </span>
+                            </div>
+                        ))}
+                    </div>
+                </div>
+            )
         },
         {
             label: 'Monthly Contributions',
@@ -29,7 +52,26 @@ const HeroStats: React.FC = () => {
             isPositive: true,
             icon: <DollarSign className="h-6 w-6 text-white" />,
             color: 'from-blue-500 to-cyan-600',
-            iconBg: 'bg-white/20'
+            iconBg: 'bg-white/20',
+            preview: (
+                <div className="space-y-3">
+                    <h4 className="text-sm font-semibold text-slate-800">Recent Deposits</h4>
+                    <div className="space-y-2">
+                        {[
+                            { source: 'Salary', amount: '15k', date: '15th Feb' },
+                            { source: 'Freelance', amount: '2.5k', date: '10th Feb' },
+                        ].map((item, i) => (
+                            <div key={i} className="flex justify-between items-center text-sm">
+                                <div>
+                                    <span className="text-slate-700 block font-medium">{item.source}</span>
+                                    <span className="text-xs text-slate-400">{item.date}</span>
+                                </div>
+                                <span className="text-green-600 font-medium">+{item.amount}</span>
+                            </div>
+                        ))}
+                    </div>
+                </div>
+            )
         },
         {
             label: 'Annual Returns',
@@ -39,24 +81,83 @@ const HeroStats: React.FC = () => {
             icon: <PieChart className="h-6 w-6 text-white" />,
             color: 'from-emerald-500 to-teal-600',
             iconBg: 'bg-white/20',
-            isPercentage: true
+            isPercentage: true,
+            preview: (
+                <div className="space-y-3">
+                    <h4 className="text-sm font-semibold text-slate-800">Monthly Performance</h4>
+                    <div className="flex items-end gap-2 h-16 pt-2">
+                        {/* Simple CSS Bar Chart Simulation */}
+                        {[
+                            { month: 'J', val: 70, color: 'bg-emerald-500' },
+                            { month: 'F', val: 90, color: 'bg-emerald-600' },
+                            { month: 'M', val: 40, color: 'bg-red-400' }, // Negative dip example
+                            { month: 'A', val: 60, color: 'bg-emerald-500' },
+                            { month: 'M', val: 80, color: 'bg-emerald-500' },
+                            { month: 'J', val: 50, color: 'bg-emerald-400' },
+                        ].map((d, i) => (
+                            <div key={i} className="flex-1 flex flex-col justify-end items-center gap-1 group">
+                                <div
+                                    className={`w-full rounded-t-sm transition-all group-hover:opacity-80 ${d.color}`}
+                                    style={{ height: `${d.val}%` }}
+                                />
+                                <span className="text-[10px] text-slate-400 uppercase">{d.month}</span>
+                            </div>
+                        ))}
+                    </div>
+                    <div className="flex justify-between text-xs text-slate-500 mt-1">
+                        <span>Jan (+2%)</span>
+                        <span>Feb (+3.1%)</span>
+                        <span>Mar (-0.5%)</span>
+                    </div>
+                </div>
+            )
         },
         {
             label: 'Risk Score',
             value: '3.2/10',
             change: '-0.3',
-            isPositive: true, // Lower risk score change might be positive contextually, but design shows -0.3. Assuming red for negative change generally unless specified. Design says (-0.3).
+            isPositive: true,
             icon: <Shield className="h-6 w-6 text-white" />,
             color: 'from-orange-500 to-red-600',
             iconBg: 'bg-white/20',
-            isScore: true
+            isScore: true,
+            preview: (
+                <div className="space-y-3">
+                    <h4 className="text-sm font-semibold text-slate-800">Risk Factors</h4>
+                    <div className="space-y-2">
+                        {[
+                            { label: 'Volatility', status: 'Low', color: 'text-green-600', bg: 'bg-green-100' },
+                            { label: 'Diversification', status: 'High', color: 'text-green-600', bg: 'bg-green-100' },
+                            { label: 'Sector Exposure', status: 'Balanced', color: 'text-blue-600', bg: 'bg-blue-100' },
+                        ].map((item, i) => (
+                            <div key={i} className="flex justify-between items-center text-sm">
+                                <span className="text-slate-600">{item.label}</span>
+                                <span className={`flex items-center gap-1 px-2 py-0.5 rounded-full text-xs font-medium ${item.bg} ${item.color}`}>
+                                    <CheckCircle2 className="w-3 h-3" /> {item.status}
+                                </span>
+                            </div>
+                        ))}
+                    </div>
+                    <div className="mt-2 pt-2 border-t border-slate-100">
+                        <div className="flex justify-between text-xs text-slate-500 mb-1">
+                            <span>Conservative</span>
+                            <span>Aggressive</span>
+                        </div>
+                        <Progress value={32} className="h-1.5" indicatorClassName="bg-gradient-to-r from-green-500 to-orange-500" />
+                    </div>
+                </div>
+            )
         }
     ];
 
     return (
         <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
             {stats.map((stat, idx) => (
-                <GlassCard key={idx} className="p-6 relative overflow-hidden group">
+                <HoverPreview
+                    key={idx}
+                    trigger={
+                        <div className="h-full"> {/* Wrap in div to avoid ref issues with functional components if any, though GlassCard should handle it, explicit div is safer for trigger */}
+                            <GlassCard className="p-6 relative overflow-hidden group cursor-pointer h-full transition-transform hover:-translate-y-1 block">
                                 <div className="relative z-10">
                                     <div className="flex justify-between items-start mb-4">
                                         <div className={`p-3 rounded-xl bg-gradient-to-br ${stat.color} shadow-lg`}>
@@ -77,6 +178,10 @@ const HeroStats: React.FC = () => {
                                 {/* Decorative background element */}
                                 <div className={`absolute -right-6 -bottom-6 w-24 h-24 rounded-full bg-gradient-to-br ${stat.color} opacity-10 blur-xl group-hover:opacity-20 transition-opacity duration-500`} />
                             </GlassCard>
+                        </div>
+                    }
+                    content={stat.preview}
+                />
             ))}
         </div>
     );

src/components/dashboard/QuickActions.tsx

@@ -4,27 +4,35 @@ import { GlassCard } from '@/components/ui/GlassCard';
 import { PlusCircle, Target, FileText, PiggyBank } from 'lucide-react';
 import { Button } from '@/components/ui/button';
 
-const QuickActions: React.FC = () => {
+interface QuickActionsProps {
+    onNavigate?: (section: string) => void;
+}
+
+const QuickActions: React.FC<QuickActionsProps> = ({ onNavigate }) => {
     const actions = [
         {
             label: 'New Investment',
             icon: <PlusCircle className="w-5 h-5 mb-2" />,
-            color: 'hover:border-green-200 hover:bg-green-50/50 hover:text-green-700'
+            color: 'hover:border-green-200 hover:bg-green-50/50 hover:text-green-700',
+            action: () => onNavigate?.('portfolio') // Default to overview
         },
         {
             label: 'Set Goals',
             icon: <Target className="w-5 h-5 mb-2" />,
-            color: 'hover:border-blue-200 hover:bg-blue-50/50 hover:text-blue-700'
+            color: 'hover:border-blue-200 hover:bg-blue-50/50 hover:text-blue-700',
+            action: () => onNavigate?.('budget') // Now part of Budget Manager
         },
         {
             label: 'View Reports',
             icon: <FileText className="w-5 h-5 mb-2" />,
-            color: 'hover:border-purple-200 hover:bg-purple-50/50 hover:text-purple-700'
+            color: 'hover:border-purple-200 hover:bg-purple-50/50 hover:text-purple-700',
+            action: () => onNavigate?.('budget')
         },
         {
             label: 'Savings Plan',
             icon: <PiggyBank className="w-5 h-5 mb-2" />,
-            color: 'hover:border-pink-200 hover:bg-pink-50/50 hover:text-pink-700'
+            color: 'hover:border-pink-200 hover:bg-pink-50/50 hover:text-pink-700',
+            action: () => onNavigate?.('savings')
         }
     ];
 
@@ -35,6 +43,7 @@ const QuickActions: React.FC = () => {
                     key={idx}
                     className={`p-4 flex flex-col items-center justify-center cursor-pointer transition-all active:scale-95 ${action.color} group`}
                     hoverEffect
+                    onClick={action.action}
                 >
                     <div className="p-3 rounded-full bg-white shadow-sm mb-2 group-hover:scale-110 transition-transform">
                         {action.icon}

src/components/dashboard/TransactionsList.tsx

@@ -5,7 +5,11 @@ import { Button } from '@/components/ui/button';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 import { ArrowUpRight, ArrowDownRight, Clock } from 'lucide-react';
 
-const TransactionsList: React.FC = () => {
+interface TransactionsListProps {
+    onNavigate?: (section: string) => void;
+}
+
+const TransactionsList: React.FC<TransactionsListProps> = ({ onNavigate }) => {
     const transactions = [
         {
             id: 1,
@@ -80,7 +84,11 @@ const TransactionsList: React.FC = () => {
                 ))}
             </div>
 
-            <Button variant="outline" className="w-full mt-6 text-slate-600 hover:text-purple-600 hover:border-purple-200">
+            <Button
+                variant="outline"
+                className="w-full mt-6 text-slate-600 hover:text-purple-600 hover:border-purple-200"
+                onClick={() => onNavigate?.('budget')}
+            >
                 View All Transactions
             </Button>
         </GlassCard>

src/components/features/BudgetManager.tsx

@@ -12,6 +12,8 @@ import FullExpensesTable from '@/components/budget/FullExpensesTable';
 import AddExpenseForm from '@/components/budget/AddExpenseForm';
 import SetBudgetForm from '@/components/budget/SetBudgetForm';
 
+import BudgetGoalPlanning from '@/components/budget/BudgetGoalPlanning'; // Import new component
+
 export default function BudgetManager() {
   return (
     <div className="space-y-6 animate-fade-in text-slate-800 pb-10">
@@ -43,6 +45,7 @@ export default function BudgetManager() {
           <TabsTrigger value="overview" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Overview</TabsTrigger>
           <TabsTrigger value="budgets" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Budgets</TabsTrigger>
           <TabsTrigger value="expenses" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Expenses</TabsTrigger>
+          <TabsTrigger value="goal-planning" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Goal Planning</TabsTrigger>
           <TabsTrigger value="add-expense" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Add Expense</TabsTrigger>
           <TabsTrigger value="set-budget" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Set Budget</TabsTrigger>
         </TabsList>
@@ -65,12 +68,17 @@ export default function BudgetManager() {
           <FullExpensesTable />
         </TabsContent>
 
-        {/* Tab 4: Add Expense */}
+        {/* Tab 4: Goal Planning */}
+        <TabsContent value="goal-planning" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
+          <BudgetGoalPlanning />
+        </TabsContent>
+
+        {/* Tab 5: Add Expense */}
         <TabsContent value="add-expense" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
           <AddExpenseForm />
         </TabsContent>
 
-        {/* Tab 5: Set Budget */}
+        {/* Tab 6: Set Budget */}
         <TabsContent value="set-budget" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
           <SetBudgetForm />
         </TabsContent>

src/components/features/SavingsBooster.tsx

@@ -45,7 +45,7 @@ export default function SavingsBooster() {
           <TabsTrigger value="goals" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Goals</TabsTrigger>
           <TabsTrigger value="accounts" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Accounts</TabsTrigger>
           <TabsTrigger value="calculator" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Calculator</TabsTrigger>
-          <TabsTrigger value="add-goal" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Add Goal</TabsTrigger>
+          <TabsTrigger value="manual-goal" className="rounded-xl px-4 lg:px-6 py-2.5 text-sm font-medium data-[state=active]:bg-white data-[state=active]:text-slate-900 data-[state=active]:shadow-sm text-slate-500 transition-all">Manual Goal</TabsTrigger>
         </TabsList>
 
         {/* Tab 1: Overview */}
@@ -61,18 +61,18 @@ export default function SavingsBooster() {
           <SavingsGoalsGrid />
         </TabsContent>
 
-        {/* Tab 3: Accounts */}
+        {/* Tab 4: Accounts */}
         <TabsContent value="accounts" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
           <SavingsAccountsTable />
         </TabsContent>
 
-        {/* Tab 4: Calculator */}
+        {/* Tab 5: Calculator */}
         <TabsContent value="calculator" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
           <CompoundInterestCalculator />
         </TabsContent>
 
-        {/* Tab 5: Add Goal */}
+        {/* Tab 6: Manual Goal (Renamed) */}
-        <TabsContent value="add-goal" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
+        <TabsContent value="manual-goal" className="outline-none animate-in fade-in slide-in-from-bottom-2 duration-500">
           <AddGoalForm />
         </TabsContent>
 

src/components/portfolio/HoldingsTable.tsx

@@ -15,6 +15,8 @@ import {
     TableRow,
 } from "@/components/ui/table";
 
+import { toast } from 'sonner';
+
 interface HoldingsTableProps {
     holdings: Array<{
         name: string;
@@ -30,6 +32,10 @@ interface HoldingsTableProps {
 }
 
 const HoldingsTable: React.FC<HoldingsTableProps> = ({ holdings }) => {
+    const handleAction = (type: 'increase' | 'decrease', symbol: string) => {
+        toast.success(`Position ${type === 'increase' ? 'Increased' : 'Reduced'}: ${symbol}`);
+    };
+
     return (
         <GlassCard className="overflow-hidden">
             <Table>
@@ -71,10 +77,20 @@ const HoldingsTable: React.FC<HoldingsTableProps> = ({ holdings }) => {
                             </TableCell>
                             <TableCell>
                                 <div className="flex items-center justify-center gap-2">
-                                    <Button size="icon" variant="outline" className="h-7 w-7 rounded-lg hover:bg-slate-100 text-slate-600">
+                                    <Button
+                                        size="icon"
+                                        variant="outline"
+                                        className="h-7 w-7 rounded-lg hover:bg-slate-100 text-slate-600"
+                                        onClick={() => handleAction('decrease', holding.symbol)}
+                                    >
                                         <Minus className="w-3 h-3" />
                                     </Button>
-                                    <Button size="icon" variant="outline" className="h-7 w-7 rounded-lg hover:bg-slate-100 text-slate-600">
+                                    <Button
+                                        size="icon"
+                                        variant="outline"
+                                        className="h-7 w-7 rounded-lg hover:bg-slate-100 text-slate-600"
+                                        onClick={() => handleAction('increase', holding.symbol)}
+                                    >
                                         <Plus className="w-3 h-3" />
                                     </Button>
                                 </div>

src/components/portfolio/QuickInvestmentForm.tsx

@@ -7,11 +7,28 @@ import { Label } from '@/components/ui/label';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
 import { DirhamIcon } from '@/components/ui/custom-icons';
 
+import { toast } from 'sonner';
+
 interface QuickInvestmentFormProps {
     holdings: Array<{ symbol: string; name: string }>;
 }
 
 const QuickInvestmentForm: React.FC<QuickInvestmentFormProps> = ({ holdings }) => {
+    const handleTrade = (type: 'buy' | 'sell') => {
+        const symbol = (document.getElementById('holding') as HTMLButtonElement | null)?.innerText || 'Asset';
+        const amount = (document.getElementById('amount') as HTMLInputElement | null)?.value;
+
+        if (!amount) {
+            toast.error("Please enter an amount");
+            return;
+        }
+
+        toast.success(`Order Placed: ${type === 'buy' ? 'Bought' : 'Sold'} AED ${amount} of ${symbol}`);
+
+        // Reset form (simple dom reset for now)
+        if (document.getElementById('amount')) (document.getElementById('amount') as HTMLInputElement).value = '';
+    };
+
     return (
         <GlassCard className="p-6 h-full flex flex-col justify-center">
             <h3 className="text-lg font-semibold text-slate-800 mb-6">Quick Investment</h3>
@@ -41,10 +58,18 @@ const QuickInvestmentForm: React.FC<QuickInvestmentFormProps> = ({ holdings }) =
                 </div>
 
                 <div className="grid grid-cols-2 gap-4 pt-4">
-                    <Button variant="outline" className="text-green-600 border-green-200 hover:bg-green-50 hover:text-green-700 w-full">
+                    <Button
+                        variant="outline"
+                        className="text-green-600 border-green-200 hover:bg-green-50 hover:text-green-700 w-full"
+                        onClick={() => handleTrade('buy')}
+                    >
                         Buy Asset
                     </Button>
-                    <Button variant="outline" className="text-red-600 border-red-200 hover:bg-red-50 hover:text-red-700 w-full">
+                    <Button
+                        variant="outline"
+                        className="text-red-600 border-red-200 hover:bg-red-50 hover:text-red-700 w-full"
+                        onClick={() => handleTrade('sell')}
+                    >
                         Sell Asset
                     </Button>
                 </div>

src/components/savings/AddGoalForm.tsx

@@ -11,9 +11,28 @@ import { format } from 'date-fns';
 import { cn } from '@/lib/utils';
 import { Calendar as CalendarComponent } from '@/components/ui/calendar'; // Assuming shadcn Calendar exists
 
+import { toast } from 'sonner';
+
 const AddGoalForm: React.FC = () => {
     const [date, setDate] = React.useState<Date>();
 
+    const handleCreateGoal = () => {
+        const name = (document.getElementById('goal-name') as HTMLInputElement).value;
+        const amount = (document.getElementById('target-amount') as HTMLInputElement).value;
+
+        if (!name || !amount) {
+            toast.error("Please fill in goal name and target amount");
+            return;
+        }
+
+        toast.success(`Goal Created: ${name}`);
+
+        // Reset
+        (document.getElementById('goal-name') as HTMLInputElement).value = '';
+        (document.getElementById('target-amount') as HTMLInputElement).value = '';
+        setDate(undefined);
+    };
+
     return (
         <div className="flex justify-center items-center h-[450px]">
             <GlassCard className="p-8 w-full max-w-md">
@@ -60,7 +79,10 @@ const AddGoalForm: React.FC = () => {
                         </Popover>
                     </div>
 
-                    <Button className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md">
+                    <Button
+                        className="w-full mt-4 bg-slate-900 text-white hover:bg-slate-800 shadow-md"
+                        onClick={handleCreateGoal}
+                    >
                         Create Savings Goal
                     </Button>
                 </div>

src/components/savings/SavingsGoalsGrid.tsx

@@ -8,6 +8,8 @@ import { Progress } from '@/components/ui/progress';
 import { Clock, Plus } from 'lucide-react';
 import { motion } from 'framer-motion';
 
+import { toast } from 'sonner';
+
 const SavingsGoalsGrid: React.FC = () => {
 
     const goals = [
@@ -18,6 +20,14 @@ const SavingsGoalsGrid: React.FC = () => {
         { name: 'Home Downpayment', saved: 125000, target: 200000, daysLeft: 730, color: 'bg-indigo-500' },
     ];
 
+    const handleAddSavings = (amount: number | 'custom', goalName: string) => {
+        if (amount === 'custom') {
+            toast.info("Custom amount feature pending: Enter amount manually soon.");
+        } else {
+            toast.success(`Ajded AED ${amount} to ${goalName}`);
+        }
+    };
+
     return (
         <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
             {goals.map((goal, index) => {
@@ -49,13 +59,27 @@ const SavingsGoalsGrid: React.FC = () => {
                         </div>
 
                         <div className="grid grid-cols-3 gap-2">
-                            <Button variant="outline" size="sm" className="h-8 text-xs border-slate-200 hover:bg-slate-50 hover:text-slate-900">
+                            <Button
+                                variant="outline"
+                                size="sm"
+                                className="h-8 text-xs border-slate-200 hover:bg-slate-50 hover:text-slate-900"
+                                onClick={() => handleAddSavings(1000, goal.name)}
+                            >
                                 +1K
                             </Button>
-                            <Button variant="outline" size="sm" className="h-8 text-xs border-slate-200 hover:bg-slate-50 hover:text-slate-900">
+                            <Button
+                                variant="outline"
+                                size="sm"
+                                className="h-8 text-xs border-slate-200 hover:bg-slate-50 hover:text-slate-900"
+                                onClick={() => handleAddSavings(5000, goal.name)}
+                            >
                                 +5K
                             </Button>
-                            <Button size="sm" className="h-8 text-xs bg-black text-white hover:bg-slate-800">
+                            <Button
+                                size="sm"
+                                className="h-8 text-xs bg-black text-white hover:bg-slate-800"
+                                onClick={() => handleAddSavings('custom', goal.name)}
+                            >
                                 Custom
                             </Button>
                         </div>

src/components/ui/HoverPreview.tsx

@@ -0,0 +1,33 @@
+import React, { ReactNode } from 'react';
+import { HoverCard, HoverCardContent, HoverCardTrigger } from '@/components/ui/hover-card';
+
+interface HoverPreviewProps {
+    trigger: ReactNode;
+    content: ReactNode;
+    openDelay?: number;
+    side?: "top" | "right" | "bottom" | "left";
+    align?: "start" | "center" | "end";
+}
+
+export const HoverPreview: React.FC<HoverPreviewProps> = ({
+    trigger,
+    content,
+    openDelay = 200,
+    side = "bottom",
+    align = "start"
+}) => {
+    return (
+        <HoverCard openDelay={openDelay}>
+            <HoverCardTrigger asChild>
+                {trigger}
+            </HoverCardTrigger>
+            <HoverCardContent
+                side={side}
+                align={align}
+                className="w-80 p-4 bg-white/90 backdrop-blur-xl border border-white/20 rounded-2xl shadow-2xl z-50"
+            >
+                {content}
+            </HoverCardContent>
+        </HoverCard>
+    );
+};

src/pages/Index.tsx

@@ -42,7 +42,7 @@ const Index = () => {
   const renderContent = () => {
     switch (activeSection) {
       case 'dashboard':
-        return <Dashboard />;
+        return <Dashboard onNavigate={setActiveSection} />;
 
       case 'analyze':
         return <WealthAssistant />;
@@ -65,8 +65,7 @@ const Index = () => {
       case 'insurance':
         return <InsuranceAdvisor />;
 
-      case 'goals':
+      // Goals case removed as it is now part of BudgetManager
-        return <GoalPlanning />;
 
       case 'advisor':
         return <Advisor />;