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shimmer-finance-ai-companion/NAVIGATION_AUDIT.md

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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

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.