ledgerone_frontend/write-frontend-7-transactions.mjs
2026-03-18 13:02:58 -07:00

518 lines
24 KiB
JavaScript

import { writeFileSync } from "fs";
writeFileSync("app/transactions/page.tsx", `"use client";
import Link from "next/link";
import { useEffect, useRef, useState } from "react";
import { AppShell } from "../../components/app-shell";
import { apiFetch, getStoredToken } from "../../lib/api";
type ApiResponse<T> = {
data: T;
meta: { timestamp: string; version: "v1" };
error: null | { message: string; code?: string };
};
type TransactionRow = {
id: string;
name?: string;
description?: string;
amount: string;
category?: string | null;
note?: string | null;
status?: string;
hidden?: boolean;
date: string;
accountId?: string | null;
};
type Account = {
id: string;
institutionName: string;
accountType: string;
mask?: string | null;
};
type ImportResult = {
imported: number;
skipped: number;
errors?: string[];
};
export default function TransactionsPage() {
const [rows, setRows] = useState<TransactionRow[]>([]);
const [status, setStatus] = useState("Loading transactions...");
const [summary, setSummary] = useState<{
total: string; count: number; income?: string; expense?: string; net?: string;
} | null>(null);
const [datePreset, setDatePreset] = useState("this_month");
const [showFilters, setShowFilters] = useState(false);
const [accounts, setAccounts] = useState<Account[]>([]);
const [autoSync, setAutoSync] = useState(true);
const [isSyncing, setIsSyncing] = useState(false);
const [showManual, setShowManual] = useState(false);
const [showImport, setShowImport] = useState(false);
const [importStatus, setImportStatus] = useState("");
const [importLoading, setImportLoading] = useState(false);
const fileInputRef = useRef<HTMLInputElement>(null);
const [manualForm, setManualForm] = useState({
accountId: "",
date: new Date().toISOString().slice(0, 10),
description: "",
amount: "",
category: "",
note: "",
});
const [editingId, setEditingId] = useState<string | null>(null);
const [editForm, setEditForm] = useState({ category: "", note: "", hidden: false });
const [filters, setFilters] = useState({
startDate: "", endDate: "", minAmount: "", maxAmount: "",
category: "", source: "", search: "", includeHidden: false,
});
const applyPreset = (preset: string) => {
setDatePreset(preset);
if (preset === "custom") return;
const now = new Date();
const end = new Date(now.getFullYear(), now.getMonth(), now.getDate());
let start = new Date(end);
if (preset === "this_month") {
start = new Date(end.getFullYear(), end.getMonth(), 1);
} else if (preset === "last_month") {
start = new Date(end.getFullYear(), end.getMonth() - 1, 1);
end.setDate(0);
} else if (preset === "last_6_months") {
start = new Date(end.getFullYear(), end.getMonth() - 5, 1);
} else if (preset === "last_year") {
start = new Date(end.getFullYear() - 1, 0, 1);
end.setMonth(11, 31);
}
const fmt = (d: Date) => d.toISOString().slice(0, 10);
setFilters((prev) => ({ ...prev, startDate: fmt(start), endDate: fmt(end) }));
};
const buildQuery = () => {
const params = new URLSearchParams();
if (filters.startDate) params.set("start_date", filters.startDate);
if (filters.endDate) params.set("end_date", filters.endDate);
if (filters.minAmount) params.set("min_amount", filters.minAmount);
if (filters.maxAmount) params.set("max_amount", filters.maxAmount);
if (filters.category) params.set("category", filters.category);
if (filters.source) params.set("source", filters.source);
if (filters.search) params.set("search", filters.search);
if (filters.includeHidden) params.set("include_hidden", "true");
return params.toString() ? \`?\${params.toString()}\` : "";
};
const load = async () => {
const query = buildQuery();
const res = await apiFetch<TransactionRow[]>(\`/api/transactions\${query}\`);
if (res.error) {
setStatus(res.error.message ?? "Unable to load transactions.");
return;
}
setRows(res.data ?? []);
setStatus((res.data ?? []).length ? "" : "No transactions yet.");
};
const loadAccounts = async () => {
const res = await apiFetch<Account[]>("/api/accounts");
if (!res.error) setAccounts(res.data ?? []);
};
const loadSummary = async () => {
const query = buildQuery();
const res = await apiFetch<{ total: string; count: number }>(\`/api/transactions/summary\${query}\`);
if (!res.error) setSummary(res.data);
};
useEffect(() => {
applyPreset("this_month");
load();
loadSummary();
loadAccounts();
// eslint-disable-next-line react-hooks/exhaustive-deps
}, []);
useEffect(() => {
if (!autoSync) return;
const id = setInterval(() => { onSync(); }, 5 * 60 * 1000);
return () => clearInterval(id);
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [autoSync, filters.startDate, filters.endDate]);
const onSync = async () => {
if (isSyncing) return;
setIsSyncing(true);
setStatus("Syncing transactions...");
const res = await apiFetch<unknown>("/api/transactions/sync", {
method: "POST",
body: JSON.stringify({ startDate: filters.startDate || undefined, endDate: filters.endDate || undefined }),
});
if (res.error) {
setStatus(res.error.message ?? "Sync failed.");
setIsSyncing(false);
return;
}
setStatus("Sync complete.");
await load();
await loadSummary();
setIsSyncing(false);
};
const onImportCsv = async (file: File) => {
setImportLoading(true);
setImportStatus("Uploading...");
const formData = new FormData();
formData.append("file", file);
const token = getStoredToken();
try {
const res = await fetch("/api/transactions/import", {
method: "POST",
headers: token ? { Authorization: \`Bearer \${token}\` } : {},
body: formData,
});
const payload = (await res.json()) as ApiResponse<ImportResult>;
if (!res.ok || payload.error) {
setImportStatus(payload.error?.message ?? "Import failed.");
setImportLoading(false);
return;
}
const r = payload.data;
setImportStatus(\`Imported \${r.imported} transaction\${r.imported === 1 ? "" : "s"}, skipped \${r.skipped} duplicate\${r.skipped === 1 ? "" : "s"}.\`);
await load();
await loadSummary();
} catch {
setImportStatus("Import failed. Please try again.");
}
setImportLoading(false);
};
const formatAmount = (value: string) => {
const numeric = Number.parseFloat(value.replace(/[^0-9.-]/g, ""));
if (Number.isNaN(numeric)) return { display: value, tone: "text-foreground" };
return {
display: numeric < 0 ? \`-\$\${Math.abs(numeric).toFixed(2)}\` : \`\$\${numeric.toFixed(2)}\`,
tone: numeric < 0 ? "text-foreground" : "text-primary font-bold",
};
};
const onManualCreate = async (event: React.FormEvent) => {
event.preventDefault();
const amount = Number.parseFloat(manualForm.amount);
if (Number.isNaN(amount)) { setStatus("Invalid amount."); return; }
setStatus("Saving manual transaction...");
const res = await apiFetch<unknown>("/api/transactions/manual", {
method: "POST",
body: JSON.stringify({
accountId: manualForm.accountId || undefined,
date: manualForm.date,
description: manualForm.description,
amount,
category: manualForm.category || undefined,
note: manualForm.note || undefined,
}),
});
if (res.error) { setStatus(res.error.message ?? "Unable to save transaction."); return; }
setManualForm((prev) => ({ ...prev, description: "", amount: "", category: "", note: "" }));
setShowManual(false);
setStatus("Manual transaction saved.");
await load();
await loadSummary();
};
const startEdit = (row: TransactionRow) => {
setEditingId(row.id);
setEditForm({ category: row.category ?? "", note: row.note ?? "", hidden: Boolean(row.hidden) });
};
const saveEdit = async () => {
if (!editingId) return;
setStatus("Saving edits...");
const res = await apiFetch<unknown>(\`/api/transactions/\${editingId}/derived\`, {
method: "PATCH",
body: JSON.stringify({
userCategory: editForm.category || undefined,
userNotes: editForm.note || undefined,
isHidden: editForm.hidden,
}),
});
if (res.error) { setStatus(res.error.message ?? "Unable to save edits."); return; }
setEditingId(null);
setStatus("Transaction updated.");
await load();
await loadSummary();
};
const inputCls = "mt-2 w-full rounded-md border border-border bg-background/50 px-3 py-2 text-sm text-foreground focus:border-primary focus:ring-primary focus:outline-none";
const labelCls = "text-xs font-semibold text-muted-foreground uppercase tracking-wider";
return (
<AppShell title="Transactions" subtitle="View, sync, and categorize your transactions.">
{/* Action bar */}
<div className="flex flex-wrap items-center gap-2 text-sm mb-6">
<span className="inline-flex items-center gap-2 px-3 py-1.5 rounded-full bg-secondary/50 border border-border text-muted-foreground">
<span className="h-2 w-2 rounded-full bg-primary" />
{datePreset === "custom" ? "Custom range" : datePreset.replace(/_/g, " ")}
</span>
<button onClick={onSync} className="ml-auto px-3 py-2 rounded-lg bg-primary text-primary-foreground text-sm font-bold hover:bg-primary/90 transition-colors">
{isSyncing ? "Syncing..." : "Sync"}
</button>
<button onClick={() => setAutoSync((prev) => !prev)} className={\`px-3 py-2 rounded-lg border text-sm font-medium transition-colors \${autoSync ? "bg-primary/10 border-primary/30 text-primary" : "bg-background border-border text-foreground hover:bg-secondary"}\`}>
Auto {autoSync ? "On" : "Off"}
</button>
<button onClick={() => setShowManual((prev) => !prev)} className="px-3 py-2 rounded-lg bg-background border border-border text-foreground text-sm font-medium hover:bg-secondary transition-colors">
{showManual ? "Hide manual" : "Add manual"}
</button>
<button onClick={() => { setShowImport((prev) => !prev); setImportStatus(""); }} className="px-3 py-2 rounded-lg bg-background border border-border text-foreground text-sm font-medium hover:bg-secondary transition-colors">
{showImport ? "Hide import" : "Import CSV"}
</button>
<Link href={\`/exports\${buildQuery()}\`} className="px-3 py-2 rounded-lg bg-background border border-border text-foreground text-sm font-medium hover:bg-secondary transition-colors">
Export
</Link>
<button onClick={() => setShowFilters((prev) => !prev)} className="px-3 py-2 rounded-lg bg-background border border-border text-foreground text-sm font-medium hover:bg-secondary transition-colors">
{showFilters ? "Hide filters" : "Filters"}
</button>
</div>
{/* CSV Import panel */}
{showImport && (
<div className="mb-6 glass-panel rounded-xl p-5 shadow-sm">
<p className="text-sm font-bold text-foreground mb-1">Import CSV</p>
<p className="text-xs text-muted-foreground mb-4">
Supports Chase, Bank of America, Wells Fargo, and generic CSV formats. Duplicate transactions are skipped automatically.
</p>
<div
className="border-2 border-dashed border-border rounded-xl p-8 text-center cursor-pointer hover:border-primary/50 transition-colors"
onClick={() => fileInputRef.current?.click()}
onDragOver={(e) => e.preventDefault()}
onDrop={(e) => {
e.preventDefault();
const file = e.dataTransfer.files[0];
if (file && file.name.endsWith(".csv")) onImportCsv(file);
}}
>
<input
ref={fileInputRef}
type="file"
accept=".csv"
className="hidden"
onChange={(e) => { const f = e.target.files?.[0]; if (f) onImportCsv(f); }}
/>
<svg className="mx-auto h-8 w-8 text-muted-foreground mb-2" fill="none" viewBox="0 0 24 24" stroke="currentColor">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={1.5} d="M7 16a4 4 0 01-.88-7.903A5 5 0 1115.9 6L16 6a5 5 0 011 9.9M15 13l-3-3m0 0l-3 3m3-3v12" />
</svg>
{importLoading ? (
<p className="text-sm text-muted-foreground">Uploading...</p>
) : (
<p className="text-sm text-muted-foreground">Drop a CSV file here or <span className="text-primary font-medium">click to browse</span></p>
)}
</div>
{importStatus && (
<p className="mt-3 text-sm text-muted-foreground">{importStatus}</p>
)}
</div>
)}
{/* Manual transaction form */}
{showManual && (
<div className="mb-6 glass-panel rounded-xl p-5 shadow-sm">
<p className="text-sm font-bold text-foreground mb-4">Add Manual Transaction</p>
<form onSubmit={onManualCreate} className="grid gap-3 md:grid-cols-3">
<div>
<label className={labelCls}>Date</label>
<input type="date" value={manualForm.date} onChange={(e) => setManualForm((p) => ({ ...p, date: e.target.value }))} className={inputCls} required />
</div>
<div>
<label className={labelCls}>Description</label>
<input type="text" value={manualForm.description} onChange={(e) => setManualForm((p) => ({ ...p, description: e.target.value }))} className={inputCls} required />
</div>
<div>
<label className={labelCls}>Amount (negative = expense)</label>
<input type="number" step="0.01" value={manualForm.amount} onChange={(e) => setManualForm((p) => ({ ...p, amount: e.target.value }))} className={inputCls} required placeholder="-42.50" />
</div>
<div>
<label className={labelCls}>Category</label>
<input type="text" value={manualForm.category} onChange={(e) => setManualForm((p) => ({ ...p, category: e.target.value }))} className={inputCls} />
</div>
<div>
<label className={labelCls}>Account</label>
<select value={manualForm.accountId} onChange={(e) => setManualForm((p) => ({ ...p, accountId: e.target.value }))} className={inputCls}>
<option value="">— No account —</option>
{accounts.map((a) => (
<option key={a.id} value={a.id}>{a.institutionName} {a.mask ? \`••\${a.mask}\` : ""}</option>
))}
</select>
</div>
<div>
<label className={labelCls}>Note</label>
<input type="text" value={manualForm.note} onChange={(e) => setManualForm((p) => ({ ...p, note: e.target.value }))} className={inputCls} />
</div>
<div className="md:col-span-3 flex justify-end gap-2">
<button type="button" onClick={() => setShowManual(false)} className="px-4 py-2 rounded-lg border border-border text-sm text-foreground hover:bg-secondary">Cancel</button>
<button type="submit" className="px-4 py-2 rounded-lg bg-primary text-primary-foreground text-sm font-bold hover:bg-primary/90">Save</button>
</div>
</form>
</div>
)}
{/* Filters */}
{showFilters && (
<div className="mb-6 glass-panel rounded-xl p-5 shadow-sm">
<div className="grid gap-4 md:grid-cols-3">
<div>
<label className={labelCls}>Date range</label>
<select value={datePreset} onChange={(e) => applyPreset(e.target.value)} className={inputCls}>
<option value="this_month">This month</option>
<option value="last_month">Last month</option>
<option value="last_6_months">Last 6 months</option>
<option value="last_year">Last year</option>
<option value="custom">Custom</option>
</select>
</div>
<div>
<label className={labelCls}>Start date</label>
<input type="date" value={filters.startDate} onChange={(e) => setFilters((p) => ({ ...p, startDate: e.target.value }))} className={inputCls} disabled={datePreset !== "custom"} />
</div>
<div>
<label className={labelCls}>End date</label>
<input type="date" value={filters.endDate} onChange={(e) => setFilters((p) => ({ ...p, endDate: e.target.value }))} className={inputCls} disabled={datePreset !== "custom"} />
</div>
<div>
<label className={labelCls}>Search</label>
<input type="text" value={filters.search} onChange={(e) => setFilters((p) => ({ ...p, search: e.target.value }))} className={inputCls} placeholder="Description..." />
</div>
<div>
<label className={labelCls}>Category</label>
<input type="text" value={filters.category} onChange={(e) => setFilters((p) => ({ ...p, category: e.target.value }))} className={inputCls} />
</div>
<div>
<label className={labelCls}>Min amount</label>
<input type="number" step="0.01" value={filters.minAmount} onChange={(e) => setFilters((p) => ({ ...p, minAmount: e.target.value }))} className={inputCls} />
</div>
<div>
<label className={labelCls}>Max amount</label>
<input type="number" step="0.01" value={filters.maxAmount} onChange={(e) => setFilters((p) => ({ ...p, maxAmount: e.target.value }))} className={inputCls} />
</div>
<div className="flex items-end gap-2">
<label className="flex items-center gap-2 text-sm text-foreground cursor-pointer">
<input type="checkbox" checked={filters.includeHidden} onChange={(e) => setFilters((p) => ({ ...p, includeHidden: e.target.checked }))} className="rounded border-border text-primary focus:ring-primary" />
Include hidden
</label>
</div>
<div className="flex items-end">
<button onClick={() => { load(); loadSummary(); }} className="w-full px-4 py-2 rounded-lg bg-primary text-primary-foreground text-sm font-bold hover:bg-primary/90">Apply</button>
</div>
</div>
</div>
)}
{/* Summary cards */}
{summary && (
<div className="mb-6 grid gap-3 md:grid-cols-3">
{[
{ label: "Total", value: \`\$\${Math.abs(Number.parseFloat(summary.total ?? "0")).toFixed(2)}\`, sub: \`\${summary.count} transactions\` },
{ label: "Income", value: \`+\$\${Math.abs(Number.parseFloat(summary.income ?? "0")).toFixed(2)}\`, sub: "Credits" },
{ label: "Expenses", value: \`-\$\${Math.abs(Number.parseFloat(summary.expense ?? "0")).toFixed(2)}\`, sub: "Debits" },
].map((c) => (
<div key={c.label} className="glass-panel rounded-xl p-4 shadow-sm">
<p className="text-xs uppercase tracking-[0.2em] text-muted-foreground font-semibold">{c.label}</p>
<p className="mt-2 text-xl font-bold text-foreground">{c.value}</p>
<p className="text-xs text-muted-foreground">{c.sub}</p>
</div>
))}
</div>
)}
{/* Transaction table */}
<div className="glass-panel rounded-2xl shadow-sm overflow-hidden">
{status && (
<div className="px-6 py-3 bg-secondary/30 border-b border-border text-sm text-muted-foreground">{status}</div>
)}
<div className="overflow-x-auto">
<table className="w-full text-left text-xs text-muted-foreground">
<thead className="text-[0.65rem] uppercase tracking-[0.18em] font-semibold bg-secondary/20">
<tr>
<th className="px-4 py-3">Date</th>
<th className="px-4 py-3">Description</th>
<th className="px-4 py-3">Category</th>
<th className="px-4 py-3 text-right">Amount</th>
<th className="px-4 py-3 text-right">Actions</th>
</tr>
</thead>
<tbody>
{rows.map((row) =>
editingId === row.id ? (
<tr key={row.id} className="border-b border-border bg-secondary/10">
<td className="px-4 py-3" colSpan={2}>
<div className="flex gap-2">
<input
type="text"
value={editForm.category}
onChange={(e) => setEditForm((p) => ({ ...p, category: e.target.value }))}
placeholder="Category"
className="w-28 rounded border border-border bg-background px-2 py-1 text-xs text-foreground focus:border-primary focus:outline-none"
/>
<input
type="text"
value={editForm.note}
onChange={(e) => setEditForm((p) => ({ ...p, note: e.target.value }))}
placeholder="Note"
className="flex-1 rounded border border-border bg-background px-2 py-1 text-xs text-foreground focus:border-primary focus:outline-none"
/>
<label className="flex items-center gap-1 text-xs text-foreground">
<input type="checkbox" checked={editForm.hidden} onChange={(e) => setEditForm((p) => ({ ...p, hidden: e.target.checked }))} />
Hide
</label>
</div>
</td>
<td className="px-4 py-3" colSpan={3}>
<div className="flex gap-2 justify-end">
<button onClick={saveEdit} className="rounded bg-primary px-3 py-1 text-[11px] font-bold text-primary-foreground hover:bg-primary/90">Save</button>
<button onClick={() => setEditingId(null)} className="rounded border border-border px-3 py-1 text-[11px] text-foreground hover:bg-secondary">Cancel</button>
</div>
</td>
</tr>
) : (
<tr key={row.id} className={\`border-b border-border hover:bg-secondary/20 transition-colors \${row.hidden ? "opacity-50" : ""}\`}>
<td className="px-4 py-3 font-medium whitespace-nowrap">
{new Date(row.date).toLocaleDateString(undefined, { month: "short", day: "numeric", year: "numeric" })}
</td>
<td className="px-4 py-3 text-foreground font-medium max-w-[200px] truncate">
{row.description ?? row.name ?? "—"}
</td>
<td className="px-4 py-3">
{row.category ? (
<span className="inline-flex rounded-full bg-secondary px-2 py-0.5 text-xs font-medium text-foreground">{row.category}</span>
) : (
<span className="text-muted-foreground">—</span>
)}
</td>
<td className={\`px-4 py-3 text-right font-bold \${formatAmount(row.amount).tone}\`}>
{formatAmount(row.amount).display}
</td>
<td className="px-4 py-3 text-right">
<button onClick={() => startEdit(row)} className="text-xs text-primary hover:underline">Edit</button>
</td>
</tr>
)
)}
{!rows.length && !status && (
<tr>
<td colSpan={5} className="px-4 py-12 text-center text-sm text-muted-foreground">
No transactions found. Try adjusting your filters or sync your accounts.
</td>
</tr>
)}
</tbody>
</table>
</div>
</div>
</AppShell>
);
}
`);
console.log("✅ transactions/page.tsx written with CSV import UI and apiFetch");