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https://github.com/elisiariocouto/leggen.git
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feat(frontend): Add settings page with account management functionality.
Added comprehensive settings page with account settings component, integrated with existing layout and routing structure. Updated project documentation with frontend architecture details. 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>")
This commit is contained in:
Elisiário Couto
347
frontend/src/components/AccountSettings.tsx
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347
frontend/src/components/AccountSettings.tsx
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import { useState } from "react";
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import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
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import {
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CreditCard,
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TrendingUp,
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TrendingDown,
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Building2,
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RefreshCw,
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AlertCircle,
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Edit2,
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Check,
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X,
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Plus,
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} from "lucide-react";
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import { apiClient } from "../lib/api";
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import { formatCurrency, formatDate } from "../lib/utils";
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import {
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Card,
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CardContent,
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CardDescription,
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CardHeader,
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CardTitle,
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} from "./ui/card";
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import { Button } from "./ui/button";
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import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
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import AccountsSkeleton from "./AccountsSkeleton";
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import type { Account, Balance } from "../types/api";
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// Helper function to get status indicator color and styles
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const getStatusIndicator = (status: string) => {
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const statusLower = status.toLowerCase();
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switch (statusLower) {
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case "ready":
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return {
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color: "bg-green-500",
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tooltip: "Ready",
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};
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case "pending":
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return {
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color: "bg-amber-500",
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tooltip: "Pending",
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};
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case "error":
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case "failed":
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return {
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color: "bg-destructive",
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tooltip: "Error",
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};
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case "inactive":
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return {
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color: "bg-muted-foreground",
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tooltip: "Inactive",
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};
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default:
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return {
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color: "bg-primary",
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tooltip: status,
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};
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}
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};
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export default function AccountSettings() {
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const {
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data: accounts,
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isLoading: accountsLoading,
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error: accountsError,
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refetch: refetchAccounts,
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} = useQuery<Account[]>({
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queryKey: ["accounts"],
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queryFn: apiClient.getAccounts,
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});
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const { data: balances } = useQuery<Balance[]>({
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queryKey: ["balances"],
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queryFn: () => apiClient.getBalances(),
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});
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const [editingAccountId, setEditingAccountId] = useState<string | null>(null);
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const [editingName, setEditingName] = useState("");
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const queryClient = useQueryClient();
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const updateAccountMutation = useMutation({
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mutationFn: ({ id, display_name }: { id: string; display_name: string }) =>
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apiClient.updateAccount(id, { display_name }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ["accounts"] });
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setEditingAccountId(null);
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setEditingName("");
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},
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onError: (error) => {
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console.error("Failed to update account:", error);
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},
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});
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const handleEditStart = (account: Account) => {
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setEditingAccountId(account.id);
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// Use display_name if available, otherwise fall back to name
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setEditingName(account.display_name || account.name || "");
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};
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const handleEditSave = () => {
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if (editingAccountId && editingName.trim()) {
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updateAccountMutation.mutate({
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id: editingAccountId,
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display_name: editingName.trim(),
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});
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}
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};
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const handleEditCancel = () => {
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setEditingAccountId(null);
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setEditingName("");
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};
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if (accountsLoading) {
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return <AccountsSkeleton />;
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}
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if (accountsError) {
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return (
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<Alert variant="destructive">
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<AlertCircle className="h-4 w-4" />
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<AlertTitle>Failed to load accounts</AlertTitle>
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<AlertDescription className="space-y-3">
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<p>
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Unable to connect to the Leggen API. Please check your configuration
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and ensure the API server is running.
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</p>
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<Button onClick={() => refetchAccounts()} variant="outline" size="sm">
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<RefreshCw className="h-4 w-4 mr-2" />
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Retry
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</Button>
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</AlertDescription>
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</Alert>
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);
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}
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return (
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<div className="space-y-6">
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{/* Account Management Section */}
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<Card>
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<CardHeader>
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<CardTitle>Account Management</CardTitle>
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<CardDescription>
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Manage your connected bank accounts and customize their display names
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</CardDescription>
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</CardHeader>
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{!accounts || accounts.length === 0 ? (
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<CardContent className="p-6 text-center">
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<CreditCard className="h-12 w-12 text-muted-foreground mx-auto mb-4" />
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<h3 className="text-lg font-medium text-foreground mb-2">
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No accounts found
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</h3>
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<p className="text-muted-foreground mb-4">
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Connect your first bank account to get started with Leggen.
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</p>
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<Button disabled className="flex items-center space-x-2">
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<Plus className="h-4 w-4" />
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<span>Add Bank Account</span>
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</Button>
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<p className="text-xs text-muted-foreground mt-2">
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Coming soon: Add new bank connections
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</p>
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</CardContent>
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) : (
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<CardContent className="p-0">
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<div className="divide-y divide-border">
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{accounts.map((account) => {
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// Get balance from account's balances array or fallback to balances query
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const accountBalance = account.balances?.[0];
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const fallbackBalance = balances?.find(
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(b) => b.account_id === account.id,
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);
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const balance =
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accountBalance?.amount ||
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fallbackBalance?.balance_amount ||
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0;
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const currency =
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accountBalance?.currency ||
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fallbackBalance?.currency ||
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account.currency ||
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"EUR";
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const isPositive = balance >= 0;
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return (
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<div
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key={account.id}
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className="p-4 sm:p-6 hover:bg-accent transition-colors"
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>
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{/* Mobile layout - stack vertically */}
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<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
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<div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
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<div className="flex-shrink-0 p-2 sm:p-3 bg-muted rounded-full">
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<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-muted-foreground" />
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</div>
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<div className="flex-1 min-w-0">
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{editingAccountId === account.id ? (
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<div className="space-y-2">
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<div className="flex items-center space-x-2">
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<input
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type="text"
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value={editingName}
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onChange={(e) =>
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setEditingName(e.target.value)
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}
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className="flex-1 px-3 py-1 text-base sm:text-lg font-medium border border-input rounded-md bg-background focus:outline-none focus:ring-2 focus:ring-ring focus:border-ring"
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placeholder="Custom account name"
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name="search"
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autoComplete="off"
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onKeyDown={(e) => {
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if (e.key === "Enter") handleEditSave();
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if (e.key === "Escape") handleEditCancel();
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}}
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autoFocus
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/>
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<button
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onClick={handleEditSave}
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disabled={
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!editingName.trim() ||
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updateAccountMutation.isPending
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}
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className="p-1 text-green-600 hover:text-green-700 disabled:opacity-50 disabled:cursor-not-allowed"
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title="Save changes"
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>
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<Check className="h-4 w-4" />
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</button>
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<button
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onClick={handleEditCancel}
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className="p-1 text-gray-600 hover:text-gray-700"
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title="Cancel editing"
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>
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<X className="h-4 w-4" />
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</button>
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</div>
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<p className="text-sm text-muted-foreground truncate">
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{account.institution_id}
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</p>
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</div>
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) : (
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<div>
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<div className="flex items-center space-x-2 min-w-0">
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<h4 className="text-base sm:text-lg font-medium text-foreground truncate">
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{account.display_name ||
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account.name ||
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"Unnamed Account"}
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</h4>
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<button
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onClick={() => handleEditStart(account)}
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className="flex-shrink-0 p-1 text-muted-foreground hover:text-foreground transition-colors"
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title="Edit account name"
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>
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<Edit2 className="h-4 w-4" />
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</button>
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</div>
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<p className="text-sm text-muted-foreground truncate">
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{account.institution_id}
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</p>
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{account.iban && (
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<p className="text-xs text-muted-foreground mt-1 font-mono break-all sm:break-normal">
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IBAN: {account.iban}
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</p>
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)}
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</div>
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)}
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</div>
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</div>
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{/* Balance and date section */}
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<div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
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{/* Mobile: date/status on left, balance on right */}
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{/* Desktop: balance on top, date/status on bottom */}
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{/* Date and status indicator - left on mobile, bottom on desktop */}
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<div className="flex items-center space-x-2 order-1 sm:order-2">
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<div
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className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
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role="img"
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aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
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>
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{/* Tooltip */}
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<div className="absolute bottom-full left-1/2 transform -translate-x-1/2 mb-2 hidden group-hover:block bg-gray-900 text-white text-xs rounded py-1 px-2 whitespace-nowrap z-10">
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{getStatusIndicator(account.status).tooltip}
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<div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
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</div>
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</div>
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<p className="text-xs sm:text-sm text-muted-foreground whitespace-nowrap">
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Updated{" "}
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{formatDate(
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account.last_accessed || account.created,
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)}
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</p>
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</div>
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{/* Balance - right on mobile, top on desktop */}
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<div className="flex items-center space-x-2 order-2 sm:order-1">
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{isPositive ? (
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<TrendingUp className="h-4 w-4 text-green-500" />
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) : (
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<TrendingDown className="h-4 w-4 text-red-500" />
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)}
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<p
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className={`text-base sm:text-lg font-semibold ${
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isPositive ? "text-green-600" : "text-red-600"
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}`}
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>
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{formatCurrency(balance, currency)}
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</p>
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</div>
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</div>
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</div>
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</div>
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);
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})}
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</div>
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</CardContent>
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)}
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</Card>
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{/* Add Bank Section (Future Feature) */}
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<Card>
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<CardHeader>
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<CardTitle>Add New Bank Account</CardTitle>
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<CardDescription>
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Connect additional bank accounts to track all your finances in one place
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</CardDescription>
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</CardHeader>
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<CardContent className="p-6">
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<div className="text-center space-y-4">
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<div className="p-4 bg-muted rounded-lg">
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<Plus className="h-8 w-8 text-muted-foreground mx-auto mb-2" />
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<p className="text-sm text-muted-foreground">
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Bank connection functionality is coming soon. Stay tuned for updates!
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</p>
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</div>
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<Button disabled variant="outline">
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<Plus className="h-4 w-4 mr-2" />
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Connect Bank Account
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</Button>
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</div>
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</CardContent>
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</Card>
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</div>
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);
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}
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