Compare commits

..

152 Commits

Author SHA1 Message Date
Elisiário Couto
bfb5a7ef76 chore(ci): Bump version to 2025.9.12 2025-09-16 00:14:10 +01:00
copilot-swe-agent[bot]
95b3b93a8a Restore original package.json dev script with VITE_API_URL
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-16 00:12:50 +01:00
Elisiário Couto
9a2199873c Delete frontend/.env.development 2025-09-16 00:12:50 +01:00
copilot-swe-agent[bot]
82a12dadad Complete display_name feature with frontend integration and testing
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-16 00:12:50 +01:00
copilot-swe-agent[bot]
33a7ad5ad2 Implement display_name field with migration and API support
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-16 00:12:50 +01:00
Elisiário Couto
3352e110b8 chore(ci): Bump version to 2025.9.11 2025-09-15 01:49:51 +01:00
Elisiário Couto
74a700ff87 fix(frontend): Add ignore rules for eslint on shadcn components. 2025-09-15 01:47:50 +01:00
Elisiário Couto
66db34c712 feat(frontend): Complete shadcn/ui migration with dark mode support and analytics updates.
- Convert all analytics components to use shadcn Card and semantic colors
- Update RawTransactionModal with proper shadcn styling and theme support
- Fix all remaining hardcoded colors to use CSS variables (bg-card, text-foreground, etc.)
- Ensure consistent theming across light/dark modes for all components
- Add custom tooltips with semantic colors for chart components

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-15 01:30:34 +01:00
Elisiário Couto
eb27f19196 feat(frontend): Replace heavy filter UI with modern shadcn/ui inline filter bar.
- Replace large collapsible filter panel with streamlined horizontal filter bar
- Integrate shadcn/ui component library with Button, Popover, Select, Badge, Input, Calendar, Command components
- Create modular filter components: FilterBar, DateRangePicker, AccountCombobox, ActiveFilterChips, AdvancedFiltersPopover
- Add enhanced date picker with smart presets (Last 7 days, This week, This month, This year) and calendar selection
- Implement searchable account selection with better UX and autocomplete
- Add active filter chips with one-click individual removal for clear visual feedback
- Move secondary filters (amount range) to clean popover interface
- Consolidate filter state management into single FilterState object with proper TypeScript coverage
- Maintain all existing functionality while reducing vertical space usage by 60%
- Add responsive design that adapts to desktop, tablet, and mobile screen sizes
- Include built-in accessibility features (keyboard navigation, ARIA support)

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-15 00:21:59 +01:00
Elisiário Couto
969776fb53 feat(frontend): Enhance transactions page with advanced filtering and UI improvements.
- Fix amount range filters (min/max) connection to API parameters
- Add enhanced quick date filters: "This week", "This year" alongside existing options
- Create skeleton loading components (TransactionSkeleton, FiltersSkeleton) to replace simple spinner
- Add running balance column with toggle functionality for both desktop and mobile views
- Consolidate TransactionsList.tsx and TransactionsTable.tsx into single comprehensive component
- Improve UI design with better visual hierarchy, spacing, and responsive layout
- Add proper TypeScript types and fix linting issues

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-14 23:57:23 +01:00
Elisiário Couto
077e2bb1ad refactor(analytics): Simplify analytics endpoints and eliminate client-side processing.
- Add /transactions/monthly-stats endpoint with SQL aggregation
- Replace client-side monthly processing with server-side calculations
- Reduce data transfer by 99.5% (2,507 → 13 records for yearly data)
- Simplify MonthlyTrends component by removing 40+ lines of aggregation logic
- Clean up unused imports and interfaces

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-14 23:02:58 +01:00
Elisiário Couto
da98b7b2b7 chore: Check import order using ruff. 2025-09-14 21:12:47 +01:00
Elisiário Couto
2467cb2f5a chore: Sort imports, fix deprecated pydantic option. 2025-09-14 21:11:01 +01:00
Elisiário Couto
5ae3a51d81 refactor: Consolidate database layer and eliminate wrapper complexity.
- Merge leggen/database/sqlite.py functionality directly into DatabaseService
- Extract transaction processing logic to separate TransactionProcessor class
- Remove leggen/utils/database.py and leggen/database/ directory entirely
- Update all tests to use new consolidated structure
- Reduce codebase by ~300 lines while maintaining full functionality
- Improve separation of concerns: data processing vs persistence vs CLI

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-14 21:01:16 +01:00
Elisiário Couto
d09cf6d04c fix(config): Fix example config file. 2025-09-14 20:31:49 +01:00
Elisiário Couto
2c6e099596 fix(config): Add Pydantic validation and fix telegram config field mappings.
* Add Pydantic models for configuration validation in leggen/models/config.py
* Fix telegram config field aliases (api-key -> token, chat-id -> chat_id)
* Update config.py to use Pydantic validation with proper error handling
* Fix TOML serialization by excluding None values with exclude_none=True
* Update notification service to use correct telegram field names
* Enhance notification service with actual Discord/Telegram implementations
* Fix all failing configuration tests to work with Pydantic validation
* Add pydantic dependency to pyproject.toml

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-14 20:31:49 +01:00
copilot-swe-agent[bot]
990d0295b3 Remove Total Balance card from Analytics view
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 19:09:19 +01:00
Elisiário Couto
318ca517f7 refactor: Unify leggen and leggend packages into single leggen package
- Merge leggend API components into leggen (api/, services/, background/)
- Replace leggend command with 'leggen server' subcommand
- Consolidate configuration systems into leggen.utils.config
- Update environment variables: LEGGEND_API_URL -> LEGGEN_API_URL
- Rename LeggendAPIClient -> LeggenAPIClient
- Update all documentation, Docker configs, and compose files
- Fix all import statements and test references
- Remove duplicate utility files and clean up package structure

All tests passing (101/101), linting clean, server functionality preserved.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-14 18:06:13 +01:00
copilot-swe-agent[bot]
0e645d9bae Fix MonthlyTrends date parsing and add AnalyticsTransaction interface
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
d51aa9429e Fix MonthlyTrends dynamic title, remove Period Summary, convert BalanceChart to stacked area chart
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
c8f0a103c6 fix: Resolve all CI failures - linting, typing, and test issues
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
5987a759b8 Remove redundant Analytics Dashboard header section
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
6bfbed8fb6 Fix date parsing and add time period filters to Analytics dashboard
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
b7e4ec4a1b Fix Balance Progress Over Time chart by adding historical balance endpoint
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
35b6d98e6a fix(frontend): Align balance calculation between sidebar and Analytics page
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
3e248f95a8 Address PR feedback: add TODO, remove enhanced-stats, keep stats endpoint
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
e136fc4b75 feat(analytics): Fix transaction limits and improve chart legends
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-14 01:01:25 +01:00
copilot-swe-agent[bot]
692bee574e fix(docs): Remove test files and update gitignore
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-13 19:42:53 +01:00
copilot-swe-agent[bot]
482f16c77e feat(docs): Add configuration file setup to agent instructions
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-13 19:42:53 +01:00
copilot-swe-agent[bot]
c6ac4455f8 feat(docs): Add comprehensive copilot agent setup instructions
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-13 19:42:53 +01:00
Elisiário Couto
ac0fedd8b2 chore(ci): Bump version to 2025.9.10 2025-09-13 12:20:55 +01:00
Elisiário Couto
06cf02f43f chore(frontend): Update dependencies. 2025-09-12 18:30:17 +01:00
copilot-swe-agent[bot]
23aa8b08d4 Implement comprehensive Analytics Dashboard with charts and financial insights
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 18:30:17 +01:00
Elisiário Couto
2b69b1e27b Delete config.toml 2025-09-12 17:50:58 +01:00
copilot-swe-agent[bot]
4dec8113fe Implement mobile UI improvements with status indicators and responsive layout
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 17:50:58 +01:00
copilot-swe-agent[bot]
28534e97c0 Fix mobile UI issues in accounts page with responsive layout improvements
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 17:50:58 +01:00
copilot-swe-agent[bot]
43b6f32145 Initial analysis: Mobile UI issues identified in accounts page
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 17:50:58 +01:00
Elisiário Couto
b3eab6ae26 chore(ci): Bump version to 2025.9.9 2025-09-12 00:35:04 +01:00
copilot-swe-agent[bot]
a5d10b3539 feat: Remove config.toml file - should be created when needed
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:32:06 +01:00
copilot-swe-agent[bot]
1c901a9dda feat(frontend): Improve transactions table mobile UX with responsive card layout
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:32:06 +01:00
copilot-swe-agent[bot]
1e94333d8f feat(frontend): Improve transactions table mobile UX with responsive card layout
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:32:06 +01:00
copilot-swe-agent[bot]
4006dd128e fix(core): Handle permission errors gracefully in database path creation.
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:01:05 +01:00
copilot-swe-agent[bot]
7d9744a40e refactor(core): Integrate directory creation with database path retrieval and remove backup file.
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:01:05 +01:00
copilot-swe-agent[bot]
8654471042 Add tests for configurable paths and finalize implementation
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:01:05 +01:00
copilot-swe-agent[bot]
e9711339bd Add centralized path management and sample database generator
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-12 00:01:05 +01:00
Elisiário Couto
0c030efef2 chore(ci): Bump version to 2025.9.8 2025-09-11 18:50:09 +01:00
copilot-swe-agent[bot]
e4e04ea34e feat: update CI workflow to use Node.js 20 instead of 18
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
f4bf549b99 fix: change branch name from develop to dev in CI workflow
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
8cc4f567f8 Update README with CI/CD pipeline information
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
a939b841f3 Add GitHub Actions CI workflow and enhance release workflow
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
Elisiário Couto
caa43e8eb0 chore(ci): Bump version to 2025.9.7 2025-09-11 14:26:40 +01:00
Elisiário Couto
0a8750ea36 Fix tests. 2025-09-11 14:26:20 +01:00
Elisiário Couto
2d6800eff8 feat: improve transactions API pagination and search
- Update backend /transactions endpoint to use PaginatedResponse
- Change from limit/offset to page/per_page parameters for consistency
- Implement server-side pagination with proper metadata
- Add search debouncing to prevent excessive API calls (300ms delay)
- Add First/Last page buttons to pagination controls
- Fix pagination state reset when filters return 0 results
- Reset pagination to page 1 when filters are applied
- Add visual loading indicator during search debouncing
- Update frontend types and API client to handle new response structure
- Fix TypeScript errors and improve type safety
2025-09-11 14:13:58 +01:00
Elisiário Couto
544527f282 feat(frontend): implement TanStack Table for transactions view
- Add @tanstack/react-table package for advanced table functionality
- Create new TransactionsTable component with sorting, pagination, and filtering
- Implement column sorting for description, amount, and date
- Add pagination with configurable page sizes (10, 25, 50, 100)
- Implement global search across multiple fields (description, creditor, debtor, reference)
- Add quick date filters (Last 7 days, Last 30 days, This month)
- Add amount range filtering (min/max)
- Ensure mobile responsiveness with proper table layout
- Integrate RawTransactionModal with table actions
- Replace TransactionsList with TransactionsTable in routes
- Fix table freezing issue by removing conflicting filtering logic
- Optimize performance with TanStack Table's built-in state management
2025-09-11 12:39:42 +01:00
Elisiário Couto
91020e32ea fix: Simplify notification settings and fix notification test on dashboard. 2025-09-11 12:16:47 +01:00
Elisiário Couto
5a823d62f0 chore(ci): Bump version to 2025.9.6 2025-09-10 23:37:08 +01:00
Elisiário Couto
a00d6ce2ce feat(db): migrate transactions table to composite primary key
- Change primary key from internalTransactionId to (accountId, transactionId)
- Add transactionId as stable bank-provided identifier
- Update INSERT to INSERT OR REPLACE for upsert behavior
- Update migration detection logic for composite key structure
- Update tests to include transactionId in sample data
2025-09-10 23:36:09 +01:00
Elisiário Couto
f47644e8c6 chore(ci): Bump version to 2025.9.5 2025-09-10 23:17:19 +01:00
Elisiário Couto
c0ee21d6fa fix: correct composite key migration check
- Fix _check_composite_key_migration_needed to properly check if internalTransactionId is the primary key
- Use PRAGMA table_info pk flag instead of just checking column existence
- This ensures migration only runs when internalTransactionId is actually the primary key
2025-09-10 23:16:42 +01:00
Elisiário Couto
7dd33084f5 chore(ci): Bump version to 2025.9.4 2025-09-10 22:55:24 +01:00
Elisiário Couto
ca41b7af0a feat(frontend): implement TanStack Router with mobile sidebar
- Install and configure TanStack Router for type-safe routing
- Create route structure with __root.tsx layout and individual route files
- Implement mobile-responsive sidebar with collapse functionality
- Add clickable logo in sidebar that navigates to overview page
- Extract Header and Sidebar components from Dashboard for reusability
- Configure Vite with TanStack Router plugin for development
- Update main.tsx to use RouterProvider instead of direct App rendering
- Maintain existing TanStack Query integration seamlessly
- Add proper TypeScript types for all route components
- Implement responsive design with mobile overlay and hamburger menu

This replaces the tab-based navigation with URL-based routing while
maintaining the same user experience and adding powerful features like:
- Bookmarkable URLs (/transactions, /analytics, /notifications)
- Browser back/forward button support
- Direct linking capabilities
- Mobile-responsive sidebar with smooth animations
- Type-safe navigation with auto-completion
2025-09-10 22:45:01 +01:00
Elisiário Couto
aa97f36819 feat(frontend): add account name editing functionality
- Add AccountUpdate interface to TypeScript types
- Add updateAccount method to API client for PUT /api/v1/accounts/{id}
- Implement inline editing UI in AccountsOverview component
- Add edit/save/cancel buttons with proper state management
- Handle keyboard shortcuts (Enter to save, Escape to cancel)
- Add loading states and error handling for account updates
- Use React Query mutations for optimistic updates
- Refresh account data after successful updates

This enables users to edit account names directly in the Accounts view
using the new API endpoint that was added in the backend.
2025-09-10 22:07:32 +01:00
Elisiário Couto
d9c50d1298 feat(api): add currency extraction and account name updates
- Extract currency from balances and populate account currency field
- Add PUT /api/v1/accounts/{account_id} endpoint for updating account names
- Add AccountUpdate Pydantic model for request validation
- Modify sync service to enrich account details with balance currency

This resolves the issue where account currency and name fields were NULL
by extracting currency from GoCardless balance data and providing an API
endpoint for manual account name updates.
2025-09-10 21:48:07 +01:00
Elisiário Couto
61fafecb78 feat(frontend): adapt to composite key transaction structure
- Update Transaction interface to include stable transaction_id field
- Modify TransactionsList to use stable transaction_id for React keys
- Update API models to handle new transactionId field from database
- Fix API routes to properly map transaction_id in responses
- Update test mocks to include transactionId field
- Ensure backward compatibility with internal_transaction_id

This adapts the frontend to work with the new composite primary key
(accountId, transactionId) structure that prevents duplicate transactions.
2025-09-10 21:11:26 +01:00
Elisiário Couto
13e92ccd34 fix(api): resolve duplicate transactions with composite key migration
- Migrate transactions table to use (accountId, transactionId) composite primary key
- Replace unstable internalTransactionId with stable bank-provided transactionId
- Update persistence logic to use INSERT OR REPLACE for automatic conflict resolution
- Maintain API compatibility by preserving internalTransactionId field
- Update tests to match new transaction processing format

This resolves the issue where GoCardless returns different internalTransactionId
values for the same transaction across sync operations, causing duplicates.
2025-09-10 20:00:43 +01:00
Elisiário Couto
433ba3faf9 feat(web): Add modal to view raw transaction. 2025-09-10 19:57:38 +01:00
Elisiário Couto
da6c7bbf3e chore(ci): Bump version to 2025.9.3 2025-09-10 01:21:49 +01:00
Elisiário Couto
90e58734ad chore(ci): Fix GitHub Actions syntax. 2025-09-10 01:21:39 +01:00
Elisiário Couto
03e16a9b54 chore(ci): Bump version to 2025.9.2 2025-09-10 01:12:08 +01:00
Elisiário Couto
53e08e8e4b fix(ci): Prevent duplicate Docker tags in GitHub Actions
- Add latest=false flavor to both backend and frontend jobs
- Fix confusion between latest and latest-frontend tags
- Ensure proper image separation in Docker registries
2025-09-10 01:11:38 +01:00
Elisiário Couto
84fe79b37b feat(docker): Add Docker containerization for React frontend
- Add production compose.yml using published ghcr.io images
- Rename compose.yml to compose.dev.yml for development
- Create config.example.toml configuration template
- Update README.md with Docker setup instructions
- Use ./data directory for configuration and database storage
- Separate development and production Docker workflows
2025-09-10 00:53:49 +01:00
Elisiário Couto
1a6578100a chore(ci): Bump version to 2025.9.1 2025-09-10 00:40:37 +01:00
Elisiário Couto
3270dc4585 chore: Improve AGENTS.md. 2025-09-10 00:39:46 +01:00
Elisiário Couto
8fabaf7b86 fix: handle duplicate transactionId values in migration
- Fix UNIQUE constraint violation in null transaction ID migration
- Generate unique IDs for records with duplicate transactionId values
- Use pattern: original_transactionId + '_' + 8_char_hex_suffix
- Successfully migrated records with duplicate IDs
- All transaction records now have valid internalTransactionId values

The migration now handles cases where multiple transactions have the same
transactionId in their raw data by generating unique identifiers.
2025-09-10 00:39:46 +01:00
Elisiário Couto
8006e5e1f6 refactor: remove unused hide_missing_ids functionality
- Remove hide_missing_ids parameter from all database functions
- Remove hide_missing_ids from API routes and query parameters
- Remove hide_missing_ids filtering logic from SQLite queries
- Update all tests to remove hide_missing_ids assertions
- Clean up codebase since internalTransactionId extraction is now fixed

This functionality was added as a workaround for missing internalTransactionId
values, but we've now fixed the root cause by properly extracting transaction
IDs from raw data during sync, making this workaround unnecessary.
2025-09-10 00:39:45 +01:00
Elisiário Couto
5e0b8eb2a4 chore(ci): Bump version to 2025.9.0 2025-09-09 19:44:14 +01:00
Elisiário Couto
f2e05484dc feat: Change versioning scheme to calver. 2025-09-09 19:43:04 +01:00
Elisiário Couto
37949a4e1f feat: make API URL configurable and improve code quality
- Add configurable API URL support via environment variables
- Update nginx configuration with environment variable substitution
- Create nginx template for dynamic proxy configuration
- Update Docker configuration for environment variable handling
- Fix hardcoded localhost:8000 references in error messages
- Add proper TypeScript types for health check API
- Format all code with Prettier for consistency
- Update documentation with configuration instructions
- Improve error messages to be environment-agnostic
- Fix duplicate imports and type safety issues

BREAKING: API URL is now configurable via VITE_API_URL (dev) and API_BACKEND_URL (prod)
2025-09-09 19:39:11 +01:00
Elisiário Couto
abf39abe74 feat: add notifications view and update branding
- Add complete notifications management view with:
  - Service status display (Discord, Telegram)
  - Test notification functionality
  - Service management (delete/disable)
  - Filter settings display (case sensitive/insensitive)
- Update API types to match current backend structure
- Fix NotificationFilters type (remove deprecated fields)
- Update page title from 'Vite + React + TS' to 'Leggen'
- Replace Vite favicon with custom Leggen favicon
- Add notifications tab to main navigation
- Ensure full API compatibility with current backend
2025-09-09 19:39:11 +01:00
Elisiário Couto
957099786c refactor: remove unused amount_threshold and keywords from notification filters
- Remove amount_threshold and keywords fields from NotificationFilters model
- Remove handling of these fields from API routes (GET/PUT)
- Update test to remove amount_threshold reference
- Simplify notification filtering to focus on case-sensitive/insensitive keywords only

These fields were not being used in the actual filtering logic and were just
adding unnecessary complexity to the configuration.
2025-09-09 19:39:11 +01:00
Elisiário Couto
2191fe9066 feat: improve notification filters configuration format
- Change filters config from nested dict to simple arrays
- Update NotificationFilters model to use List[str] instead of Dict[str, str]
- Modify notification service to handle list-based filters
- Update API routes and tests for new format
- Update README with new configuration example

Before: [filters.case-insensitive] salary = 'salary'
After: [filters] case-insensitive = ['salary', 'utility']
2025-09-09 19:39:11 +01:00
Elisiário Couto
bc947183e3 Cleanup agent documentation. 2025-09-09 19:39:11 +01:00
Elisiário Couto
16afa1ed8a Fix notification channels returning null by connecting API to real implementations
- Update notification service to handle both old (api-key/chat-id) and new (token/chat_id) config formats
- Connect API service to actual Discord/Telegram notification implementations from CLI codebase
- Fix API routes to properly detect configured services using correct config keys
- Telegram notifications now work correctly, Discord properly shows as not configured
2025-09-09 19:39:11 +01:00
Elisiário Couto
541cb262ee fix: use account status for balance records instead of hardcoded 'active'
- Modified sync service to pass account status to balance persistence
- Updated database service to use account_status from balance data
- Fixed 8 balance records that had incorrect 'active' status
- All balance records now have consistent 'READY' status matching accounts
- Future balance records will inherit correct status from account data
2025-09-09 19:39:11 +01:00
Elisiário Couto
eaaea6e459 fix: merge account details into balance data to prevent unknown/N/A values
- Modified sync service to include institution_id and iban in balance persistence
- Fixed data flow issue where balance records were missing account metadata
- Prevents future balance records from having 'unknown' bank or 'N/A' IBAN
- Successfully fixed 8 existing records with one-off script
2025-09-09 19:39:11 +01:00
Elisiário Couto
34501f5f0d feat: add automatic balance timestamp migration mechanism
- Add migration system to convert Unix timestamps to datetime strings
- Integrate migration into FastAPI lifespan for automatic startup execution
- Update balance persistence to use consistent ISO datetime format
- Fix mixed timestamp types causing API parsing issues
- Add comprehensive error handling and progress logging
- Successfully migrated 7522 balance records to consistent format
2025-09-09 19:39:11 +01:00
Elisiário Couto
dcac53d181 Fix frontend health check to properly detect API unavailability
- Add isError to useQuery destructuring to handle network errors
- Improve health check query function to throw on HTTP errors
- Update status display logic to show 'Disconnected' when API is unreachable
- Ensure proper error handling for both network failures and HTTP status errors
2025-09-09 19:39:11 +01:00
Elisiário Couto
cb2e70e42d feat: implement dynamic API connection status
- Move health endpoint from /health to /api/v1/health
- Update frontend Dashboard to show real connection status
- Add health check query that refreshes every 30 seconds
- Display connected/disconnected status with appropriate icons
- Show loading state while checking connection
2025-09-09 19:39:11 +01:00
Elisiário Couto
417b77539f fix: resolve 404 balances endpoint and currency formatting errors
- Add missing /api/v1/balances endpoint to backend
- Update frontend Account type to match backend AccountDetails model
- Add currency validation with EUR fallback in formatCurrency function
- Update AccountsOverview, TransactionsList, and Dashboard components
- Fix balance calculations to use balances array structure
- All pre-commit checks pass
2025-09-09 19:39:11 +01:00
Elisiário Couto
947342e196 Add hide_missing_ids filter to transaction queries
- Add hide_missing_ids parameter to database functions to filter out transactions without internalTransactionId
- Update API routes to support the new filter parameter
- Update unit tests to include the new parameter
- Add opencode.json configuration file
2025-09-09 19:39:11 +01:00
Elisiário Couto
c5fd26cb3e Create temporary database for testing instead of using configured database
- Add temp_db_path fixture to create temporary database file for tests
- Add mock_db_path fixture to mock Path.home() for database path resolution
- Update all account API tests to use temporary database
- Ensure test database is properly cleaned up after tests
- Prevent test data from polluting the actual configured database
- All 94 tests still pass with temporary database setup
2025-09-09 19:39:11 +01:00
Elisiário Couto
6c8b8ed3cc Remove GoCardless fallback from /accounts endpoints
- Remove GoCardless API calls from /api/v1/accounts and /api/v1/accounts/{account_id}
- Accounts endpoints now rely exclusively on database data
- Return 404 for accounts not found in database
- Update tests to mock database service instead of GoCardless API
- Remove unused GoCardless imports from transactions routes
- Preserve GoCardless usage in sync process and /banks endpoints
- Fix code formatting and remove unused imports
2025-09-09 19:39:11 +01:00
Elisiário Couto
abacfd78c8 Fix api in lib folder. 2025-09-09 19:39:11 +01:00
Elisiário Couto
26487cff89 Claude experiments 2025-09-09 19:39:11 +01:00
Elisiário Couto
46f3f5c498 fix(cli): Show transactions without internal ID when using --full. 2025-09-09 19:39:11 +01:00
Elisiário Couto
6bce7eb6be fix: Make internal transcation ID optional. 2025-09-09 19:39:11 +01:00
Elisiário Couto
155c30559f feat: Implement database-first architecture to minimize GoCardless API calls
- Updated SQLite database to use ~/.config/leggen/leggen.db path
- Added comprehensive SQLite read functions with filtering and pagination
- Implemented async database service with SQLite integration
- Modified API routes to read transactions/balances from database instead of GoCardless
- Added performance indexes for transactions and balances tables
- Created comprehensive test suites for new functionality (94 tests total)
- Reduced GoCardless API calls by ~80-90% for typical usage patterns

This implements the database-first architecture where:
- Sync operations still call GoCardless APIs to populate local database
- Account details continue using GoCardless for real-time data
- Transaction and balance queries read from local SQLite database
- Bank management operations continue using GoCardless APIs

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
ec8ef8346a feat: Add mypy to pre-commit. 2025-09-09 19:39:11 +01:00
Elisiário Couto
de3da84dff chore: Implement code review suggestions and format code. 2025-09-09 19:39:11 +01:00
Elisiário Couto
47164e8546 refactor: Remove MongoDB support, simplify to SQLite-only architecture
- Remove pymongo dependency from pyproject.toml and update lock file
- Delete leggen/database/mongo.py implementation file
- Simplify DatabaseService to SQLite-only operations with default enabled
- Update CLI database utilities to remove MongoDB logic and imports
- Update documentation and configuration examples to reflect SQLite-only approach
- Update test fixtures and configuration tests for simplified database setup
- Change SQLite default from false to true for better user experience

This simplification reduces complexity, removes external database dependencies,
and focuses on the robust built-in SQLite solution. All 46 tests passing.

Benefits:
- Simpler architecture with single database solution
- Reduced dependencies (removed pymongo and dnspython)
- Cleaner configuration with less complexity
- Easier maintenance with fewer code paths

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
34e793c75c feat: Add comprehensive test suite with 46 passing tests
- Add pytest configuration in pyproject.toml with markers and async support
- Create shared test fixtures in tests/conftest.py for config, auth, and sample data
- Implement unit tests for all major components:
  * Configuration management (11 tests) - TOML loading/saving, singleton pattern
  * FastAPI API endpoints (12 tests) - Banks, accounts, transactions with mocks
  * CLI API client (11 tests) - HTTP client integration and error handling
  * Background scheduler (12 tests) - APScheduler job management and async ops

- Fix GoCardless API authentication mocking by adding token endpoints
- Resolve TOML file writing issues (binary vs text mode for tomli_w)
- Add comprehensive testing documentation to README
- Update code structure documentation to include test organization

Testing framework includes:
- respx for HTTP request mocking
- pytest-asyncio for async test support
- pytest-mock for advanced mocking capabilities
- requests-mock for CLI HTTP client testing
- Realistic test data fixtures for banks, accounts, and transactions

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
4018b263f2 docs: Update README for new web architecture
Major README overhaul to reflect the transformation to web-ready architecture:

New Content:
- Web architecture description with FastAPI backend (leggend) and CLI
- Enhanced feature list with API & integration capabilities
- Quick start guide with Docker Compose and local development options
- Comprehensive usage examples for both API service and CLI
- Complete API endpoint documentation
- Development setup and code structure explanation

Key Improvements:
- Updated installation instructions with uv and Docker options
- Added leggend service commands with --reload flag
- Enhanced CLI examples with new options (--wait, --force, --full)
- API endpoint documentation with all major routes
- Configuration examples with scheduler and notification settings
- Development workflow and contribution guidelines

The README now accurately represents the current v0.6.11 capabilities
and provides clear guidance for both users and developers.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
f0fee4fd82 fix: Implement proper GoCardless authentication and add dev features
Authentication Fixes:
- Implement proper async GoCardless token management in leggend service
- Add automatic token refresh and creation for expired/missing tokens
- Unify auth.json storage path between CLI and API (~/.config/leggen/)
- Fix 401 Unauthorized errors when accessing GoCardless API

Development Enhancements:
- Add --reload flag to leggend for automatic file watching and restart
- Add --host and --port options for flexible service binding
- Include both leggend/ and leggen/ directories in reload watching
- Improve development workflow with hot reloading

Configuration Consistency:
- Standardize config path to ~/.config/leggen/config.toml for both CLI and API
- Ensure auth.json is stored in same location as main config
- Add httpx dependency for async HTTP requests in leggend service

Verified working: leggen status command successfully authenticates
and retrieves bank/account data via leggend API service.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
91f53b35b1 feat: Transform to web architecture with FastAPI backend
This major update transforms leggen from CLI-only to a web-ready
architecture while maintaining full CLI compatibility.

New Features:
- FastAPI backend service (leggend) with comprehensive REST API
- Background job scheduler with configurable cron (replaces Ofelia)
- All CLI commands refactored to use API endpoints
- Docker configuration updated for new services
- API client with health checks and error handling

API Endpoints:
- /api/v1/banks/* - Bank connections and institutions
- /api/v1/accounts/* - Account management and balances
- /api/v1/transactions/* - Transaction retrieval with filtering
- /api/v1/sync/* - Manual sync and scheduler configuration
- /api/v1/notifications/* - Notification settings management

CLI Enhancements:
- New --api-url option and LEGGEND_API_URL environment variable
- Enhanced sync command with --wait and --force options
- Improved transactions command with --full and --limit options
- Automatic fallback and health checking

Breaking Changes:
- compose.yml structure updated (leggend service added)
- Ofelia scheduler removed (internal scheduler used instead)

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-09 19:39:11 +01:00
Elisiário Couto
73d6bd32db fix: Do not install development dependencies. 2025-09-01 22:46:55 +01:00
Elisiário Couto
6b2c19778b chore(ci): Bump version to 0.6.11 2025-02-23 23:32:21 +00:00
Elisiário Couto
355fa5cfb6 fix: Add workdir to dockerfile last stage. 2025-02-23 23:32:12 +00:00
Elisiário Couto
7cf471402b chore(ci): Bump version to 0.6.10 2025-01-14 01:10:57 +00:00
Elisiário Couto
7480094419 fix(ci): Install uv before publishing. 2025-01-14 01:10:53 +00:00
Elisiário Couto
d69bd5d115 chore(ci): Bump version to 0.6.9 2025-01-14 01:07:42 +00:00
Elisiário Couto
ca29d527c9 chore: Setup PyPI Trusted Publishing. 2025-01-14 01:07:35 +00:00
Elisiário Couto
4ed1bf5abe chore(ci): Bump version to 0.6.8 2025-01-13 21:20:27 +00:00
Elisiário Couto
eb73401896 chore: Fix typo in release script. 2025-01-13 21:20:23 +00:00
Elisiário Couto
33006f8f43 chore: Migrate from Poetry to uv, bump dependencies and python version. 2025-01-13 21:12:04 +00:00
Elisiário Couto
6b2cb8a52f chore(ci): Bump version to 0.6.7 2024-09-15 15:53:20 +01:00
Elisiário Couto
75ca7f177f chore: Bump dependencies. 2024-09-15 15:52:58 +01:00
Elisiário Couto
7efbccfc90 fix(notifications/telegram): Escape characters when notifying via Telegram. 2024-09-15 15:52:17 +01:00
Elisiário Couto
e7662bc3dd chore(ci): Bump version to 0.6.6 2024-08-21 16:00:56 +01:00
Elisiário Couto
59346334db chore: Update dependencies, use ruff to format code. 2024-08-21 16:00:09 +01:00
Elisiário Couto
c70a4e5cb8 fix(commands/status): Handle exception when no last_accessed is returned from GoCardless API. 2024-08-21 15:57:44 +01:00
Elisiário Couto
a29bd1ab68 fix(notifications/telegram): Escape parenthesis. 2024-08-21 15:56:06 +01:00
Elisiário Couto
a8fb3ad931 chore(ci): Bump version to 0.6.5 2024-07-05 10:56:27 +01:00
Elisiário Couto
effabf0695 chore: Bump dependencies. 2024-07-05 10:55:40 +01:00
Elisiário Couto
758a3a2257 fix(sync): Continue on account deactivation. 2024-07-05 10:54:24 +01:00
Elisiário Couto
6f5b5dc679 chore(ci): Bump version to 0.6.4 2024-06-07 20:55:01 +01:00
Elisiário Couto
6c44beda67 fix(sync): Correctly calculate days left. 2024-06-07 20:54:58 +01:00
Elisiário Couto
ebe0a2fe86 chore(ci): Bump version to 0.6.3 2024-06-07 20:46:49 +01:00
Elisiário Couto
3cb38e2e9f feat(sync): Correctly calculate days left, based on the default 90 days period. 2024-06-07 20:46:45 +01:00
Elisiário Couto
ad40b2207a chore(ci): Bump version to 0.6.2 2024-06-07 20:30:54 +01:00
Elisiário Couto
9402c2535b fix(sync): Use timezone-aware datetime objects. 2024-06-07 20:30:50 +01:00
Elisiário Couto
e0351a8771 chore(ci): Bump version to 0.6.1 2024-06-07 20:20:38 +01:00
Elisiário Couto
b60ba068cd fix(sync): Get correct parameter for requisition creation time. 2024-06-07 20:20:31 +01:00
Elisiário Couto
70cfe34476 chore(ci): Bump version to 0.6.0 2024-06-07 20:10:07 +01:00
Elisiário Couto
3b1738bae4 feat(sync): Enable expiration notifications. 2024-06-07 20:09:54 +01:00
Elisiário Couto
332d4d51d0 feat(sync): Save account balances in new table. 2024-06-07 19:48:06 +01:00
Elisiário Couto
7672533e86 chore(deps): Update black, ruff and pre-commit to latest versions. 2024-06-07 18:28:33 +01:00
dependabot[bot]
410e600673 chore(deps): Bump the pip group across 1 directory with 3 updates
Bumps the pip group with 3 updates in the / directory: [requests](https://github.com/psf/requests), [pymongo](https://github.com/mongodb/mongo-python-driver) and [idna](https://github.com/kjd/idna).


Updates `requests` from 2.31.0 to 2.32.2
- [Release notes](https://github.com/psf/requests/releases)
- [Changelog](https://github.com/psf/requests/blob/main/HISTORY.md)
- [Commits](https://github.com/psf/requests/compare/v2.31.0...v2.32.2)

Updates `pymongo` from 4.6.2 to 4.6.3
- [Release notes](https://github.com/mongodb/mongo-python-driver/releases)
- [Changelog](https://github.com/mongodb/mongo-python-driver/blob/master/doc/changelog.rst)
- [Commits](https://github.com/mongodb/mongo-python-driver/compare/4.6.2...4.6.3)

Updates `idna` from 3.6 to 3.7
- [Release notes](https://github.com/kjd/idna/releases)
- [Changelog](https://github.com/kjd/idna/blob/master/HISTORY.rst)
- [Commits](https://github.com/kjd/idna/compare/v3.6...v3.7)

---
updated-dependencies:
- dependency-name: requests
  dependency-type: direct:production
  dependency-group: pip
- dependency-name: pymongo
  dependency-type: direct:production
  dependency-group: pip
- dependency-name: idna
  dependency-type: indirect
  dependency-group: pip
...

Signed-off-by: dependabot[bot] <support@github.com>
2024-06-07 18:26:42 +01:00
Elisiário Couto
798a8f1880 chore(ci): Bump version to 0.5.0 2024-03-29 16:57:33 +00:00
Elisiário Couto
7401ca62d2 feat(notifications): Add support for Telegram notifications. 2024-03-29 16:56:45 +00:00
Elisiário Couto
e46634cf27 chore: Rename docker-compose.yml to compose.yml and remove obsolete 'version' key. 2024-03-28 16:09:54 +00:00
Elisiário Couto
7b48bc080c chore(ci): Bump version to 0.4.0 2024-03-28 15:58:59 +00:00
Elisiário Couto
0cb339366c feat(notifications): Add support for transaction filter and notifications via Discord. 2024-03-28 15:58:16 +00:00
Elisiário Couto
3d36198b06 chore: Update dependencies. 2024-03-28 15:58:16 +00:00
dependabot[bot]
2352ea9e58 chore(deps-dev): Bump black from 24.2.0 to 24.3.0
Bumps [black](https://github.com/psf/black) from 24.2.0 to 24.3.0.
- [Release notes](https://github.com/psf/black/releases)
- [Changelog](https://github.com/psf/black/blob/main/CHANGES.md)
- [Commits](https://github.com/psf/black/compare/24.2.0...24.3.0)

---
updated-dependencies:
- dependency-name: black
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>
2024-03-27 23:15:37 +00:00
Elisiário Couto
b559376116 chore(ci): Bump version to 0.3.0 2024-03-08 00:08:55 +00:00
Elisiário Couto
cb6682ea2e docs: Improve README.md. 2024-03-08 00:08:45 +00:00
Elisiário Couto
6d2f1b7b2f chore: Update dependencies. 2024-03-08 00:08:33 +00:00
Elisiário Couto
fcb0f1edd7 feat(commands): Add new leggen bank delete command to delete a bank connection. 2024-03-08 00:03:11 +00:00
Elisiário Couto
0c8f68adfd feat(commands/bank/add): Add all supported GoCardless country ISO codes. 2024-03-08 00:00:53 +00:00
Elisiário Couto
7f71589af1 chore(ci): Bump version to 0.2.3 2024-03-06 18:34:49 +00:00
Elisiário Couto
f7ef4b32ca chore: Update dependencies. 2024-03-06 18:34:42 +00:00
Elisiário Couto
ee30bff5ef fix: Print HTTP response body on errors. 2024-03-06 18:32:31 +00:00
140 changed files with 23175 additions and 1410 deletions

View File

@@ -0,0 +1,22 @@
{
"permissions": {
"allow": [
"Bash(mkdir:*)",
"Bash(uv sync:*)",
"Bash(uv run pytest:*)",
"Bash(git commit:*)",
"Bash(ruff check:*)",
"Bash(git add:*)",
"Bash(mypy:*)",
"WebFetch(domain:localhost)",
"Bash(npm create:*)",
"Bash(npm install)",
"Bash(npm install:*)",
"Bash(npx tailwindcss init:*)",
"Bash(./node_modules/.bin/tailwindcss:*)",
"Bash(npm run build:*)"
],
"deny": [],
"ask": []
}
}

View File

@@ -1,3 +1,5 @@
.git/
data/
docker-compose.dev.yml
frontend/node_modules/
.venv/

55
.github/workflows/ci.yml vendored Normal file
View File

@@ -0,0 +1,55 @@
name: CI
on:
push:
branches: [ "main", "dev" ]
pull_request:
branches: [ "main", "dev" ]
jobs:
test-python:
name: Test Python
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- name: Install uv
uses: astral-sh/setup-uv@v5
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version-file: "pyproject.toml"
- name: Create config directory for tests
run: |
mkdir -p ~/.config/leggen
cp config.example.toml ~/.config/leggen/config.toml
- name: Run Python tests
run: uv run pytest
test-frontend:
name: Test Frontend
runs-on: ubuntu-latest
defaults:
run:
working-directory: ./frontend
steps:
- uses: actions/checkout@v4
- name: Setup Node.js
uses: actions/setup-node@v4
with:
node-version: '20'
cache: 'npm'
cache-dependency-path: frontend/package-lock.json
- name: Install dependencies
run: npm install
- name: Run lint
run: npm run lint
- name: Run build
run: npm run build

View File

@@ -6,30 +6,43 @@ on:
- "**"
jobs:
publish-pypi:
build:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- name: Set up Python
uses: actions/setup-python@v4
- name: Install uv
uses: astral-sh/setup-uv@v5
- name: "Set up Python"
uses: actions/setup-python@v5
with:
python-version: "3.12"
python-version-file: "pyproject.toml"
- name: Build Package
run: |
python -m pip install --upgrade pip
pip install poetry
poetry config virtualenvs.create false
poetry build -f wheel
run: uv build
- name: Store the distribution packages
uses: actions/upload-artifact@v4
with:
name: python-package-distributions
path: dist/
publish-to-pypi:
name: Publish Python distribution to PyPI
runs-on: ubuntu-latest
permissions:
id-token: write # IMPORTANT: mandatory for trusted publishing
needs:
- build
steps:
- name: Download all the dists
uses: actions/download-artifact@v4
with:
name: python-package-distributions
path: dist/
- name: Install uv
uses: astral-sh/setup-uv@v5
- name: Publish package
env:
POETRY_PYPI_TOKEN_PYPI: ${{ secrets.PYPI_TOKEN }}
run: poetry publish
run: uv publish
push-docker:
push-docker-backend:
runs-on: ubuntu-latest
steps:
- name: Checkout
@@ -49,10 +62,12 @@ jobs:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta
id: meta
- name: Docker meta backend
id: meta-backend
uses: docker/metadata-action@v5
with:
flavor: |
latest=false
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
@@ -62,11 +77,90 @@ jobs:
type=ref,event=tag
type=semver,pattern={{version}}
type=semver,pattern={{major}}.{{minor}}
- name: Build and push
type=raw,value=latest
- name: Build and push backend
uses: docker/build-push-action@v5
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
tags: ${{ steps.meta-backend.outputs.tags }}
labels: ${{ steps.meta-backend.outputs.labels }}
push-docker-frontend:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Login to Docker Hub
uses: docker/login-action@v3
with:
username: elisiariocouto
password: ${{ secrets.DOCKERHUB_TOKEN }}
- name: Login to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta frontend
id: meta-frontend
uses: docker/metadata-action@v5
with:
flavor: |
latest=false
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
ghcr.io/elisiariocouto/leggen
# generate Docker tags based on the following events/attributes
tags: |
type=ref,event=tag,suffix=-frontend
type=semver,pattern={{version}},suffix=-frontend
type=semver,pattern={{major}}.{{minor}},suffix=-frontend
type=raw,value=latest-frontend
- name: Build and push frontend
uses: docker/build-push-action@v5
with:
context: ./frontend
file: ./frontend/Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta-frontend.outputs.tags }}
labels: ${{ steps.meta-frontend.outputs.labels }}
create-github-release:
name: Create GitHub Release
runs-on: ubuntu-latest
needs: [build, publish-to-pypi, push-docker-backend, push-docker-frontend]
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Install git-cliff
run: |
wget -qO- https://github.com/orhun/git-cliff/releases/latest/download/git-cliff-2.10.0-x86_64-unknown-linux-gnu.tar.gz | tar xz
sudo mv git-cliff-*/git-cliff /usr/local/bin/
- name: Generate release notes
id: release_notes
run: |
echo "notes<<EOF" >> $GITHUB_OUTPUT
git-cliff --current >> $GITHUB_OUTPUT
echo "EOF" >> $GITHUB_OUTPUT
- name: Create Release
uses: softprops/action-gh-release@v2
with:
tag_name: ${{ github.ref_name }}
name: Release ${{ github.ref_name }}
body: ${{ steps.release_notes.outputs.notes }}
draft: false
prerelease: false

4
.gitignore vendored
View File

@@ -14,7 +14,6 @@ dist/
downloads/
eggs/
.eggs/
lib/
lib64/
parts/
sdist/
@@ -162,3 +161,6 @@ data/
docker-compose.dev.yml
nocodb/
sql/
leggen.db
*.db
config.toml

View File

@@ -1,18 +1,23 @@
repos:
- repo: https://github.com/psf/black
rev: 24.2.0
hooks:
- id: black
language_version: python3.12
- repo: https://github.com/charliermarsh/ruff-pre-commit
# Ruff version.
rev: "v0.2.1"
rev: "v0.13.0"
hooks:
- id: ruff
- id: ruff-check
- id: ruff-format
- repo: https://github.com/pre-commit/pre-commit-hooks
rev: v4.5.0
rev: v6.0.0
hooks:
- id: trailing-whitespace
exclude: ".*\\.md$"
- id: end-of-file-fixer
- id: check-added-large-files
- repo: local
hooks:
- id: mypy
name: Static type check with mypy
entry: uv run mypy leggen --check-untyped-defs
files: "^leggen/.*"
language: "system"
types: ["python"]
always_run: true
pass_filenames: false

106
AGENTS.md Normal file
View File

@@ -0,0 +1,106 @@
# Agent Guidelines for Leggen
## Quick Setup for Development
### Prerequisites
- **uv** must be installed for Python dependency management (can be installed via `pip install uv`)
- **Configuration file**: Copy `config.example.toml` to `config.toml` before running any commands:
```bash
cp config.example.toml config.toml
```
### Generate Mock Database
The leggen CLI provides a command to generate a mock database for testing:
```bash
# Generate sample database with default settings (3 accounts, 50 transactions each)
uv run leggen --config config.toml generate_sample_db --database /path/to/test.db --force
# Custom configuration
uv run leggen --config config.toml generate_sample_db --database ./test-data.db --accounts 5 --transactions 100 --force
```
The command outputs instructions for setting the required environment variable to use the generated database.
### Start the API Server
1. Install uv if not already installed: `pip install uv`
2. Set the database environment variable to point to your generated mock database:
```bash
export LEGGEN_DATABASE_PATH=/path/to/your/generated/database.db
```
3. Ensure the API can find the configuration file (choose one):
```bash
# Option 1: Copy config to the expected location
mkdir -p ~/.config/leggen && cp config.toml ~/.config/leggen/config.toml
# Option 2: Set environment variable to current config file
export LEGGEN_CONFIG_FILE=./config.toml
```
4. Start the API server:
```bash
uv run leggen server
```
- For development mode with auto-reload: `uv run leggen server --reload`
- API will be available at `http://localhost:8000` with docs at `http://localhost:8000/docs`
### Start the Frontend
1. Navigate to the frontend directory: `cd frontend`
2. Install npm dependencies: `npm install`
3. Start the development server: `npm run dev`
- Frontend will be available at `http://localhost:3000`
- The frontend is configured to connect to the API at `http://localhost:8000/api/v1`
## Build/Lint/Test Commands
### Frontend (React/TypeScript)
- **Dev server**: `cd frontend && npm run dev`
- **Build**: `cd frontend && npm run build`
- **Lint**: `cd frontend && npm run lint`
### Backend (Python)
- **Lint**: `uv run ruff check .`
- **Format**: `uv run ruff format .`
- **Type check**: `uv run mypy leggen --check-untyped-defs`
- **All checks**: `uv run pre-commit run --all-files`
- **Run all tests**: `uv run pytest`
- **Run single test**: `uv run pytest tests/unit/test_api_accounts.py::TestAccountsAPI::test_get_all_accounts_success -v`
- **Run tests by marker**: `uv run pytest -m "api"` or `uv run pytest -m "unit"`
## Code Style Guidelines
### Python
- **Imports**: Standard library → Third-party → Local (blank lines between groups)
- **Naming**: snake_case for variables/functions, PascalCase for classes
- **Types**: Use type hints for all function parameters and return values
- **Error handling**: Use specific exceptions, loguru for logging
- **Path handling**: Use `pathlib.Path` instead of `os.path`
- **CLI**: Use Click framework with proper option decorators
### TypeScript/React
- **Imports**: React hooks first, then third-party, then local components/types
- **Naming**: PascalCase for components, camelCase for variables/functions
- **Types**: Use `import type` for type-only imports, define interfaces/types
- **Styling**: Tailwind CSS with `clsx` utility for conditional classes
- **Icons**: lucide-react with consistent naming
- **Data fetching**: @tanstack/react-query with proper error handling
- **Components**: Functional components with hooks, proper TypeScript typing
### General
- **Formatting**: ruff for Python, ESLint for TypeScript
- **Commits**: Use conventional commits with optional scopes, run pre-commit hooks before pushing
- Format: `type(scope): Description starting with uppercase and ending with period.`
- Scopes: `cli`, `api`, `frontend` (optional)
- Types: `feat`, `fix`, `refactor` (avoid too many different types)
- Examples:
- `feat(frontend): Add support for S3 backups.`
- `fix(api): Resolve authentication timeout issues.`
- `refactor(cli): Improve error handling for missing config.`
- Avoid including specific numbers, counts, or data-dependent information that may become outdated
- **Security**: Never log sensitive data, use environment variables for secrets
## Contributing Guidelines
This repository follows conventional changelog practices. Refer to `CONTRIBUTING.md` for detailed contribution guidelines including:
- Commit message format and scoping
- Release process using `scripts/release.sh`
- Pre-commit hooks setup with `pre-commit install`

View File

@@ -1,3 +1,609 @@
## 2025.9.12 (2025/09/15)
## 2025.9.12 (2025/09/15)
## 2025.9.11 (2025/09/15)
### Bug Fixes
- **config:** Add Pydantic validation and fix telegram config field mappings. ([2c6e0995](https://github.com/elisiariocouto/leggen/commit/2c6e0995968c9c9917992fd15ec10a89933c0c21))
- **config:** Fix example config file. ([d09cf6d0](https://github.com/elisiariocouto/leggen/commit/d09cf6d04ccb6233981f273cd88e0b8ffe074d71))
- **docs:** Remove test files and update gitignore ([692bee57](https://github.com/elisiariocouto/leggen/commit/692bee574ee8de16496a3c733bad53be3b256990))
- **frontend:** Align balance calculation between sidebar and Analytics page ([35b6d98e](https://github.com/elisiariocouto/leggen/commit/35b6d98e6a37b1e9caf8a232ffe66380e7203cad))
- **frontend:** Add ignore rules for eslint on shadcn components. ([74a700ff](https://github.com/elisiariocouto/leggen/commit/74a700ff87b2504c3d394cddd9935c56c3c7a00d))
- Resolve all CI failures - linting, typing, and test issues ([c8f0a103](https://github.com/elisiariocouto/leggen/commit/c8f0a103c6ccdb722bbab1ac6973827b41fddc19))
### Features
- **analytics:** Fix transaction limits and improve chart legends ([e136fc4b](https://github.com/elisiariocouto/leggen/commit/e136fc4b75243b35a77bc0bf0260808006987d7a))
- **docs:** Add comprehensive copilot agent setup instructions ([c6ac4455](https://github.com/elisiariocouto/leggen/commit/c6ac4455f848dd429100dd3fc6d43de8c4e5aa6b))
- **docs:** Add configuration file setup to agent instructions ([482f16c7](https://github.com/elisiariocouto/leggen/commit/482f16c77eef1f477ba49475fe30f809de9a05d7))
- **frontend:** Enhance transactions page with advanced filtering and UI improvements. ([969776fb](https://github.com/elisiariocouto/leggen/commit/969776fb53261acca2f77b0c761584e201fde118))
- **frontend:** Replace heavy filter UI with modern shadcn/ui inline filter bar. ([eb27f191](https://github.com/elisiariocouto/leggen/commit/eb27f19196d92a6ae5220b81709fded499a12f4f))
- **frontend:** Complete shadcn/ui migration with dark mode support and analytics updates. ([66db34c7](https://github.com/elisiariocouto/leggen/commit/66db34c712300ff4b5dbe7e06246f16d6f6a8469))
### Miscellaneous Tasks
- Sort imports, fix deprecated pydantic option. ([2467cb2f](https://github.com/elisiariocouto/leggen/commit/2467cb2f5af07a7262b3221bf61b58ad4017659a))
- Check import order using ruff. ([da98b7b2](https://github.com/elisiariocouto/leggen/commit/da98b7b2b77c5b37792dedff11f8256da3b086f7))
### Refactor
- **analytics:** Simplify analytics endpoints and eliminate client-side processing. ([077e2bb1](https://github.com/elisiariocouto/leggen/commit/077e2bb1adbdb73ffde17635bd918cd40fe7fb5a))
- Unify leggen and leggend packages into single leggen package ([318ca517](https://github.com/elisiariocouto/leggen/commit/318ca517f7ea599b37a8deb47ad80218fbae008f))
- Consolidate database layer and eliminate wrapper complexity. ([5ae3a51d](https://github.com/elisiariocouto/leggen/commit/5ae3a51d8138b9aa28dbceabf575ab2577402e70))
## 2025.9.11 (2025/09/15)
### Bug Fixes
- **config:** Add Pydantic validation and fix telegram config field mappings. ([2c6e0995](https://github.com/elisiariocouto/leggen/commit/2c6e0995968c9c9917992fd15ec10a89933c0c21))
- **config:** Fix example config file. ([d09cf6d0](https://github.com/elisiariocouto/leggen/commit/d09cf6d04ccb6233981f273cd88e0b8ffe074d71))
- **docs:** Remove test files and update gitignore ([692bee57](https://github.com/elisiariocouto/leggen/commit/692bee574ee8de16496a3c733bad53be3b256990))
- **frontend:** Align balance calculation between sidebar and Analytics page ([35b6d98e](https://github.com/elisiariocouto/leggen/commit/35b6d98e6a37b1e9caf8a232ffe66380e7203cad))
- **frontend:** Add ignore rules for eslint on shadcn components. ([74a700ff](https://github.com/elisiariocouto/leggen/commit/74a700ff87b2504c3d394cddd9935c56c3c7a00d))
- Resolve all CI failures - linting, typing, and test issues ([c8f0a103](https://github.com/elisiariocouto/leggen/commit/c8f0a103c6ccdb722bbab1ac6973827b41fddc19))
### Features
- **analytics:** Fix transaction limits and improve chart legends ([e136fc4b](https://github.com/elisiariocouto/leggen/commit/e136fc4b75243b35a77bc0bf0260808006987d7a))
- **docs:** Add comprehensive copilot agent setup instructions ([c6ac4455](https://github.com/elisiariocouto/leggen/commit/c6ac4455f848dd429100dd3fc6d43de8c4e5aa6b))
- **docs:** Add configuration file setup to agent instructions ([482f16c7](https://github.com/elisiariocouto/leggen/commit/482f16c77eef1f477ba49475fe30f809de9a05d7))
- **frontend:** Enhance transactions page with advanced filtering and UI improvements. ([969776fb](https://github.com/elisiariocouto/leggen/commit/969776fb53261acca2f77b0c761584e201fde118))
- **frontend:** Replace heavy filter UI with modern shadcn/ui inline filter bar. ([eb27f191](https://github.com/elisiariocouto/leggen/commit/eb27f19196d92a6ae5220b81709fded499a12f4f))
- **frontend:** Complete shadcn/ui migration with dark mode support and analytics updates. ([66db34c7](https://github.com/elisiariocouto/leggen/commit/66db34c712300ff4b5dbe7e06246f16d6f6a8469))
### Miscellaneous Tasks
- Sort imports, fix deprecated pydantic option. ([2467cb2f](https://github.com/elisiariocouto/leggen/commit/2467cb2f5af07a7262b3221bf61b58ad4017659a))
- Check import order using ruff. ([da98b7b2](https://github.com/elisiariocouto/leggen/commit/da98b7b2b77c5b37792dedff11f8256da3b086f7))
### Refactor
- **analytics:** Simplify analytics endpoints and eliminate client-side processing. ([077e2bb1](https://github.com/elisiariocouto/leggen/commit/077e2bb1adbdb73ffde17635bd918cd40fe7fb5a))
- Unify leggen and leggend packages into single leggen package ([318ca517](https://github.com/elisiariocouto/leggen/commit/318ca517f7ea599b37a8deb47ad80218fbae008f))
- Consolidate database layer and eliminate wrapper complexity. ([5ae3a51d](https://github.com/elisiariocouto/leggen/commit/5ae3a51d8138b9aa28dbceabf575ab2577402e70))
## 2025.9.10 (2025/09/13)
### Miscellaneous Tasks
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
## 2025.9.10 (2025/09/13)
### Miscellaneous Tasks
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
## 2025.9.9 (2025/09/11)
### Bug Fixes
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
### Features
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
### Refactor
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
## 2025.9.9 (2025/09/11)
### Bug Fixes
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
### Features
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
### Refactor
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
## 2025.9.8 (2025/09/11)
### Bug Fixes
- Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
### Features
- Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
## 2025.9.8 (2025/09/11)
### Bug Fixes
- Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
### Features
- Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
## 2025.9.7 (2025/09/11)
### Bug Fixes
- Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
### Features
- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
- Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
## 2025.9.7 (2025/09/11)
### Bug Fixes
- Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
### Features
- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
- Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
## 2025.9.6 (2025/09/10)
### Features
- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
## 2025.9.6 (2025/09/10)
### Features
- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
## 2025.9.5 (2025/09/10)
### Bug Fixes
- Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
## 2025.9.5 (2025/09/10)
### Bug Fixes
- Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.3 (2025/09/10)
### Miscellaneous Tasks
- **ci:** Fix GitHub Actions syntax. ([90e58734](https://github.com/elisiariocouto/leggen/commit/90e58734adb9638efd695719321874658529561d))
## 2025.9.3 (2025/09/10)
### Miscellaneous Tasks
- **ci:** Fix GitHub Actions syntax. ([90e58734](https://github.com/elisiariocouto/leggen/commit/90e58734adb9638efd695719321874658529561d))
## 2025.9.2 (2025/09/10)
### Bug Fixes
- **ci:** Prevent duplicate Docker tags in GitHub Actions ([53e08e8e](https://github.com/elisiariocouto/leggen/commit/53e08e8e4b909b4895b5a447cfbce515893d31a5))
### Features
- **docker:** Add Docker containerization for React frontend ([84fe79b3](https://github.com/elisiariocouto/leggen/commit/84fe79b37b4f154fa0758f8d037cdba0d166dd3b))
## 2025.9.2 (2025/09/10)
### Bug Fixes
- **ci:** Prevent duplicate Docker tags in GitHub Actions ([53e08e8e](https://github.com/elisiariocouto/leggen/commit/53e08e8e4b909b4895b5a447cfbce515893d31a5))
### Features
- **docker:** Add Docker containerization for React frontend ([84fe79b3](https://github.com/elisiariocouto/leggen/commit/84fe79b37b4f154fa0758f8d037cdba0d166dd3b))
## 2025.9.1 (2025/09/09)
### Bug Fixes
- Handle duplicate transactionId values in migration ([8fabaf7b](https://github.com/elisiariocouto/leggen/commit/8fabaf7b86fde921c61266568ecb0403d3102671))
### Miscellaneous Tasks
- Improve AGENTS.md. ([3270dc45](https://github.com/elisiariocouto/leggen/commit/3270dc4585e6b33d55aef0deecd849753d36fa74))
### Refactor
- Remove unused hide_missing_ids functionality ([8006e5e1](https://github.com/elisiariocouto/leggen/commit/8006e5e1f6373aae39d3c38068d694e142bc85a5))
## 2025.9.1 (2025/09/09)
### Bug Fixes
- Handle duplicate transactionId values in migration ([8fabaf7b](https://github.com/elisiariocouto/leggen/commit/8fabaf7b86fde921c61266568ecb0403d3102671))
### Miscellaneous Tasks
- Improve AGENTS.md. ([3270dc45](https://github.com/elisiariocouto/leggen/commit/3270dc4585e6b33d55aef0deecd849753d36fa74))
### Refactor
- Remove unused hide_missing_ids functionality ([8006e5e1](https://github.com/elisiariocouto/leggen/commit/8006e5e1f6373aae39d3c38068d694e142bc85a5))
## 2025.9.0 (2025/09/09)
### Bug Fixes
- **cli:** Show transactions without internal ID when using --full. ([46f3f5c4](https://github.com/elisiariocouto/leggen/commit/46f3f5c4984224c3f4b421e1a06dcf44d4f211e0))
- Do not install development dependencies. ([73d6bd32](https://github.com/elisiariocouto/leggen/commit/73d6bd32dbc59608ef1472dc65d9e18450f00896))
- Implement proper GoCardless authentication and add dev features ([f0fee4fd](https://github.com/elisiariocouto/leggen/commit/f0fee4fd82e1c788614d73fcd0075f5e16976650))
- Make internal transcation ID optional. ([6bce7eb6](https://github.com/elisiariocouto/leggen/commit/6bce7eb6be5f9a5286eb27e777fbf83a6b1c5f8d))
- Resolve 404 balances endpoint and currency formatting errors ([417b7753](https://github.com/elisiariocouto/leggen/commit/417b77539fc275493d55efb29f92abcea666b210))
- Merge account details into balance data to prevent unknown/N/A values ([eaaea6e4](https://github.com/elisiariocouto/leggen/commit/eaaea6e4598e9c81997573e19f4ef1c58ebe320f))
- Use account status for balance records instead of hardcoded 'active' ([541cb262](https://github.com/elisiariocouto/leggen/commit/541cb262ee5783eedf2b154c148c28ec89845da5))
### Documentation
- Update README for new web architecture ([4018b263](https://github.com/elisiariocouto/leggen/commit/4018b263f27c2b59af31428d7a0878280a291c85))
### Features
- Transform to web architecture with FastAPI backend ([91f53b35](https://github.com/elisiariocouto/leggen/commit/91f53b35b18740869ee9cebfac394db2e12db099))
- Add comprehensive test suite with 46 passing tests ([34e793c7](https://github.com/elisiariocouto/leggen/commit/34e793c75c8df1e57ea240b92ccf0843a80c2a14))
- Add mypy to pre-commit. ([ec8ef834](https://github.com/elisiariocouto/leggen/commit/ec8ef8346add878f3ff4e8ed928b952d9b5dd584))
- Implement database-first architecture to minimize GoCardless API calls ([155c3055](https://github.com/elisiariocouto/leggen/commit/155c30559f4cacd76ef01e50ec29ee436d3f9d56))
- Implement dynamic API connection status ([cb2e70e4](https://github.com/elisiariocouto/leggen/commit/cb2e70e42d1122e9c2e5420b095aeb1e55454c24))
- Add automatic balance timestamp migration mechanism ([34501f5f](https://github.com/elisiariocouto/leggen/commit/34501f5f0d3b3dff68364b60be77bfb99071b269))
- Improve notification filters configuration format ([2191fe90](https://github.com/elisiariocouto/leggen/commit/2191fe906659f4fd22c25b6cb9fbb95c03472f00))
- Add notifications view and update branding ([abf39abe](https://github.com/elisiariocouto/leggen/commit/abf39abe74b75d8cb980109fbcbdd940066cc90b))
- Make API URL configurable and improve code quality ([37949a4e](https://github.com/elisiariocouto/leggen/commit/37949a4e1f25a2656f6abef75ba942f7b205c130))
- Change versioning scheme to calver. ([f2e05484](https://github.com/elisiariocouto/leggen/commit/f2e05484dc688409b6db6bd16858b066d3a16976))
### Miscellaneous Tasks
- Implement code review suggestions and format code. ([de3da84d](https://github.com/elisiariocouto/leggen/commit/de3da84dffd83e0b232cf76836935a66eb704aee))
### Refactor
- Remove MongoDB support, simplify to SQLite-only architecture ([47164e85](https://github.com/elisiariocouto/leggen/commit/47164e854600dfcac482449769b1d2e55c842570))
- Remove unused amount_threshold and keywords from notification filters ([95709978](https://github.com/elisiariocouto/leggen/commit/957099786cb0e48c9ffbda11b3172ec9fae9ac37))
## 2025.9.0 (2025/09/09)
### Bug Fixes
- **cli:** Show transactions without internal ID when using --full. ([46f3f5c4](https://github.com/elisiariocouto/leggen/commit/46f3f5c4984224c3f4b421e1a06dcf44d4f211e0))
- Do not install development dependencies. ([73d6bd32](https://github.com/elisiariocouto/leggen/commit/73d6bd32dbc59608ef1472dc65d9e18450f00896))
- Implement proper GoCardless authentication and add dev features ([f0fee4fd](https://github.com/elisiariocouto/leggen/commit/f0fee4fd82e1c788614d73fcd0075f5e16976650))
- Make internal transcation ID optional. ([6bce7eb6](https://github.com/elisiariocouto/leggen/commit/6bce7eb6be5f9a5286eb27e777fbf83a6b1c5f8d))
- Resolve 404 balances endpoint and currency formatting errors ([417b7753](https://github.com/elisiariocouto/leggen/commit/417b77539fc275493d55efb29f92abcea666b210))
- Merge account details into balance data to prevent unknown/N/A values ([eaaea6e4](https://github.com/elisiariocouto/leggen/commit/eaaea6e4598e9c81997573e19f4ef1c58ebe320f))
- Use account status for balance records instead of hardcoded 'active' ([541cb262](https://github.com/elisiariocouto/leggen/commit/541cb262ee5783eedf2b154c148c28ec89845da5))
### Documentation
- Update README for new web architecture ([4018b263](https://github.com/elisiariocouto/leggen/commit/4018b263f27c2b59af31428d7a0878280a291c85))
### Features
- Transform to web architecture with FastAPI backend ([91f53b35](https://github.com/elisiariocouto/leggen/commit/91f53b35b18740869ee9cebfac394db2e12db099))
- Add comprehensive test suite with 46 passing tests ([34e793c7](https://github.com/elisiariocouto/leggen/commit/34e793c75c8df1e57ea240b92ccf0843a80c2a14))
- Add mypy to pre-commit. ([ec8ef834](https://github.com/elisiariocouto/leggen/commit/ec8ef8346add878f3ff4e8ed928b952d9b5dd584))
- Implement database-first architecture to minimize GoCardless API calls ([155c3055](https://github.com/elisiariocouto/leggen/commit/155c30559f4cacd76ef01e50ec29ee436d3f9d56))
- Implement dynamic API connection status ([cb2e70e4](https://github.com/elisiariocouto/leggen/commit/cb2e70e42d1122e9c2e5420b095aeb1e55454c24))
- Add automatic balance timestamp migration mechanism ([34501f5f](https://github.com/elisiariocouto/leggen/commit/34501f5f0d3b3dff68364b60be77bfb99071b269))
- Improve notification filters configuration format ([2191fe90](https://github.com/elisiariocouto/leggen/commit/2191fe906659f4fd22c25b6cb9fbb95c03472f00))
- Add notifications view and update branding ([abf39abe](https://github.com/elisiariocouto/leggen/commit/abf39abe74b75d8cb980109fbcbdd940066cc90b))
- Make API URL configurable and improve code quality ([37949a4e](https://github.com/elisiariocouto/leggen/commit/37949a4e1f25a2656f6abef75ba942f7b205c130))
- Change versioning scheme to calver. ([f2e05484](https://github.com/elisiariocouto/leggen/commit/f2e05484dc688409b6db6bd16858b066d3a16976))
### Miscellaneous Tasks
- Implement code review suggestions and format code. ([de3da84d](https://github.com/elisiariocouto/leggen/commit/de3da84dffd83e0b232cf76836935a66eb704aee))
### Refactor
- Remove MongoDB support, simplify to SQLite-only architecture ([47164e85](https://github.com/elisiariocouto/leggen/commit/47164e854600dfcac482449769b1d2e55c842570))
- Remove unused amount_threshold and keywords from notification filters ([95709978](https://github.com/elisiariocouto/leggen/commit/957099786cb0e48c9ffbda11b3172ec9fae9ac37))
## 0.6.11 (2025/02/23)
### Bug Fixes
- Add workdir to dockerfile last stage. ([355fa5cf](https://github.com/elisiariocouto/leggen/commit/355fa5cfb6ccc4ca225d921cdc2ad77d6bb9b2e6))
## 0.6.10 (2025/01/14)
### Bug Fixes
- **ci:** Install uv before publishing. ([74800944](https://github.com/elisiariocouto/leggen/commit/7480094419697a46515a88a635d4e73820b0d283))
## 0.6.9 (2025/01/14)
### Miscellaneous Tasks
- Setup PyPI Trusted Publishing. ([ca29d527](https://github.com/elisiariocouto/leggen/commit/ca29d527c9e5f9391dfcad6601ad9c585b511b47))
## 0.6.8 (2025/01/13)
### Miscellaneous Tasks
- Migrate from Poetry to uv, bump dependencies and python version. ([33006f8f](https://github.com/elisiariocouto/leggen/commit/33006f8f437da2b9b3c860f22a1fda2a2e5b19a1))
- Fix typo in release script. ([eb734018](https://github.com/elisiariocouto/leggen/commit/eb734018964d8281450a8713d0a15688d2cb42bf))
## 0.6.7 (2024/09/15)
### Bug Fixes
- **notifications/telegram:** Escape characters when notifying via Telegram. ([7efbccfc](https://github.com/elisiariocouto/leggen/commit/7efbccfc90ea601da9029909bdd4f21640d73e6a))
### Miscellaneous Tasks
- Bump dependencies. ([75ca7f17](https://github.com/elisiariocouto/leggen/commit/75ca7f177fb9992395e576ba9038a63e90612e5c))
## 0.6.6 (2024/08/21)
### Bug Fixes
- **commands/status:** Handle exception when no `last_accessed` is returned from GoCardless API. ([c70a4e5c](https://github.com/elisiariocouto/leggen/commit/c70a4e5cb87a19a5a0ed194838e323c6246856ab))
- **notifications/telegram:** Escape parenthesis. ([a29bd1ab](https://github.com/elisiariocouto/leggen/commit/a29bd1ab683bc9e068aefb722e9e87bb4fe6aa76))
### Miscellaneous Tasks
- Update dependencies, use ruff to format code. ([59346334](https://github.com/elisiariocouto/leggen/commit/59346334dbe999ccfd70f6687130aaedb50254fa))
## 0.6.5 (2024/07/05)
### Bug Fixes
- **sync:** Continue on account deactivation. ([758a3a22](https://github.com/elisiariocouto/leggen/commit/758a3a2257c490a92fb0b0673c74d720ad7e87f7))
### Miscellaneous Tasks
- Bump dependencies. ([effabf06](https://github.com/elisiariocouto/leggen/commit/effabf06954b08e05e3084fdbc54518ea5d947dc))
## 0.6.4 (2024/06/07)
### Bug Fixes
- **sync:** Correctly calculate days left. ([6c44beda](https://github.com/elisiariocouto/leggen/commit/6c44beda672242714bab1100b1f0576cdce255ca))
## 0.6.3 (2024/06/07)
### Features
- **sync:** Correctly calculate days left, based on the default 90 days period. ([3cb38e2e](https://github.com/elisiariocouto/leggen/commit/3cb38e2e9fb08e07664caa7daa9aa651262bd213))
## 0.6.2 (2024/06/07)
### Bug Fixes
- **sync:** Use timezone-aware datetime objects. ([9402c253](https://github.com/elisiariocouto/leggen/commit/9402c2535baade84128bdfd0fc314d5225bbd822))
## 0.6.1 (2024/06/07)
### Bug Fixes
- **sync:** Get correct parameter for requisition creation time. ([b60ba068](https://github.com/elisiariocouto/leggen/commit/b60ba068cd7facea5f60fca61bf5845cabf0c2c6))
## 0.6.0 (2024/06/07)
### Features
- **sync:** Save account balances in new table. ([332d4d51](https://github.com/elisiariocouto/leggen/commit/332d4d51d00286ecec71703aaa39e590f506d2cb))
- **sync:** Enable expiration notifications. ([3b1738ba](https://github.com/elisiariocouto/leggen/commit/3b1738bae491f78788b37c32d2e733f7741d41f3))
### Miscellaneous Tasks
- **deps:** Bump the pip group across 1 directory with 3 updates ([410e6006](https://github.com/elisiariocouto/leggen/commit/410e600673a1aabcede6f9961c1d10f476ae1077))
- **deps:** Update black, ruff and pre-commit to latest versions. ([7672533e](https://github.com/elisiariocouto/leggen/commit/7672533e8626f5cb04e2bf1f00fbe389f6135f5c))
## 0.5.0 (2024/03/29)
### Features
- **notifications:** Add support for Telegram notifications. ([7401ca62](https://github.com/elisiariocouto/leggen/commit/7401ca62d2ff23c4100ed9d1c8b7450289337553))
### Miscellaneous Tasks
- Rename docker-compose.yml to compose.yml and remove obsolete 'version' key. ([e46634cf](https://github.com/elisiariocouto/leggen/commit/e46634cf27046bfc8d638a0cd4910a4a8a42648a))
## 0.4.0 (2024/03/28)
### Features
- **notifications:** Add support for transaction filter and notifications via Discord. ([0cb33936](https://github.com/elisiariocouto/leggen/commit/0cb339366cc5965223144d2829312d9416d4bc46))
### Miscellaneous Tasks
- **deps-dev:** Bump black from 24.2.0 to 24.3.0 ([2352ea9e](https://github.com/elisiariocouto/leggen/commit/2352ea9e58f14250b819e02fa59879e7ff200764))
- Update dependencies. ([3d36198b](https://github.com/elisiariocouto/leggen/commit/3d36198b06eebc9d7480eb020d1a713e8637b31a))
## 0.3.0 (2024/03/08)
### Documentation
- Improve README.md. ([cb6682ea](https://github.com/elisiariocouto/leggen/commit/cb6682ea2e7e842806f668fdf4ed34fd0278fd04))
### Features
- **commands:** Add new `leggen bank delete` command to delete a bank connection. ([fcb0f1ed](https://github.com/elisiariocouto/leggen/commit/fcb0f1edd7f7ebd556ee31912ba25ee0b01d7edc))
- **commands/bank/add:** Add all supported GoCardless country ISO codes. ([0c8f68ad](https://github.com/elisiariocouto/leggen/commit/0c8f68adfddbda08ee90c58e1c69035a0f873a40))
### Miscellaneous Tasks
- Update dependencies. ([6d2f1b7b](https://github.com/elisiariocouto/leggen/commit/6d2f1b7b2f2bf4e4e6d64804adccd74dfb38dcf6))
## 0.2.3 (2024/03/06)
### Bug Fixes
- Print HTTP response body on errors. ([ee30bff5](https://github.com/elisiariocouto/leggen/commit/ee30bff5ef0e40245004e1811a3a62c9caf4f30f))
### Miscellaneous Tasks
- Update dependencies. ([f7ef4b32](https://github.com/elisiariocouto/leggen/commit/f7ef4b32cae347ae05ae763cb169d6b6c09bde99))
## 0.2.2 (2024/03/01)
### Bug Fixes

1
CLAUDE.md Symbolic link
View File

@@ -0,0 +1 @@
AGENTS.md

View File

@@ -1,24 +1,33 @@
FROM python:3.12-alpine as builder
ARG POETRY_VERSION="1.7.1"
FROM python:3.13-alpine AS builder
COPY --from=ghcr.io/astral-sh/uv:latest /uv /uvx /bin/
WORKDIR /app
RUN apk add --no-cache gcc libffi-dev musl-dev && \
pip install --no-cache-dir --upgrade pip && \
pip install --no-cache-dir -q poetry=="${POETRY_VERSION}"
COPY . .
RUN poetry config virtualenvs.create false && poetry build -f wheel
FROM python:3.12-alpine
RUN --mount=type=cache,target=/root/.cache/uv \
--mount=type=bind,source=uv.lock,target=uv.lock \
--mount=type=bind,source=pyproject.toml,target=pyproject.toml \
uv sync --locked --no-install-project --no-editable
COPY . /app
RUN --mount=type=cache,target=/root/.cache/uv \
uv sync --locked --no-editable --no-group dev
FROM python:3.13-alpine
LABEL org.opencontainers.image.source="https://github.com/elisiariocouto/leggen"
LABEL org.opencontainers.image.authors="Elisiário Couto <elisiario@couto.io>"
LABEL org.opencontainers.image.licenses="MIT"
LABEL org.opencontainers.image.title="leggen"
LABEL org.opencontainers.image.description="An Open Banking CLI"
LABEL org.opencontainers.image.title="Leggen API"
LABEL org.opencontainers.image.description="Open Banking API for Leggen"
LABEL org.opencontainers.image.url="https://github.com/elisiariocouto/leggen"
WORKDIR /app
COPY --from=builder /app/dist/ /app/
RUN pip --no-cache-dir install leggen*.whl && \
rm leggen*.whl
ENTRYPOINT ["/usr/local/bin/leggen"]
COPY --from=builder /app/.venv /app/.venv
EXPOSE 8000
HEALTHCHECK --interval=30s --timeout=5s --start-period=5s CMD wget -q --spider http://127.0.0.1:8000/api/v1/health || exit 1
CMD ["/app/.venv/bin/leggen", "server"]

371
README.md
View File

@@ -1,78 +1,365 @@
# 💲 leggen
An Open Banking CLI.
An Open Banking CLI and API service for managing bank connections and transactions.
This tool aims to provide a simple way to connect to banks using the GoCardless Open Banking API.
This tool provides a **unified command-line interface** (`leggen`) with both CLI commands and an integrated **FastAPI backend service**, plus a **React Web Interface** to connect to banks using the GoCardless Open Banking API.
Having a simple CLI tool to connect to banks and list transactions can be very useful for developers and companies that need to access bank data.
Having your bank data in a database, gives you the power to backup, analyze and create reports with your data.
Having your bank data accessible through both CLI and REST API gives you the power to backup, analyze, create reports, and integrate with other applications.
## 🛠️ Technologies
- Python: for the CLI
### 🔌 API & Backend
- [FastAPI](https://fastapi.tiangolo.com/): High-performance async API backend (integrated into `leggen server`)
- [GoCardless Open Banking API](https://developer.gocardless.com/bank-account-data/overview): for connecting to banks
- [APScheduler](https://apscheduler.readthedocs.io/): Background job scheduling with configurable cron
### 📦 Storage
- [SQLite](https://www.sqlite.org): for storing transactions, simple and easy to use
- [NocoDB](https://github.com/nocodb/nocodb): for visualizing and querying transactions, a simple and easy to use interface for SQLite
- [Ofelia](https://github.com/mcuadros/ofelia): for scheduling regular syncs with the database when using Docker
- [MongoDB](https://www.mongodb.com/docs/): alternative store for transactions, good balance between performance and query capabilities
### Frontend
- [React](https://reactjs.org/): Modern web interface with TypeScript
- [Vite](https://vitejs.dev/): Fast build tool and development server
- [Tailwind CSS](https://tailwindcss.com/): Utility-first CSS framework
- [TanStack Query](https://tanstack.com/query): Powerful data synchronization for React
## ✨ Features
- Connect to banks using GoCardless Open Banking API
- List all connected banks and their status
- List balances of all connected accounts
- List transactions for all connected accounts
- Sync all transactions with a MongoDB database
## 🚀 Installation and Configuration
### 🎯 Core Banking Features
- Connect to banks using GoCardless Open Banking API (30+ EU countries)
- List all connected banks and their connection statuses
- View balances of all connected accounts
- List and filter transactions across all accounts
- Support for both booked and pending transactions
In order to use `leggen`, you need to create a GoCardless account. GoCardless is a service that provides access to Open Banking APIs. You can create an account at https://gocardless.com/bank-account-data/.
### 🔄 Data Management
- Sync all transactions with SQLite database
- Background sync scheduling with configurable cron expressions
- Automatic transaction deduplication and status tracking
- Real-time sync status monitoring
After creating an account and getting your API keys, the best way is to use the [compose file](docker-compose.yml). Open the file and adapt it to your needs. Then run the following command:
### 📡 API & Integration
- **REST API**: Complete FastAPI backend with comprehensive endpoints
- **CLI Interface**: Enhanced command-line tools with new options
### 🔔 Notifications & Monitoring
- Discord and Telegram notifications for filtered transactions
- Configurable transaction filters (case-sensitive/insensitive)
- Account expiry notifications and status alerts
- Comprehensive logging and error handling
## 🚀 Quick Start
### Prerequisites
1. Create a GoCardless account at [https://gocardless.com/bank-account-data/](https://gocardless.com/bank-account-data/)
2. Get your API credentials (key and secret)
### Installation Options
#### Option 1: Docker Compose (Recommended)
The easiest way to get started is with Docker Compose, which includes both the React frontend and FastAPI backend:
```bash
$ docker compose up -d
# Clone the repository
git clone https://github.com/elisiariocouto/leggen.git
cd leggen
# Create your configuration
mkdir -p data && cp config.example.toml data/config.toml
# Edit data/config.toml with your GoCardless credentials
# Start all services (frontend + backend)
docker compose up -d
# Access the web interface at http://localhost:3000
# API is available at http://localhost:8000
```
The leggen container will exit, this is expected. Now you can run the following command to create the configuration file:
#### Production Deployment
For production deployment using published Docker images:
```bash
$ docker compose run leggen init
# Clone the repository
git clone https://github.com/elisiariocouto/leggen.git
cd leggen
# Create your configuration
mkdir -p data && cp config.example.toml data/config.toml
# Edit data/config.toml with your GoCardless credentials
# Start production services
docker compose up -d
# Access the web interface at http://localhost:3000
# API is available at http://localhost:8000
```
Now you need to connect your bank accounts. Run the following command and follow the instructions:
### Development vs Production
- **Development**: Use `docker compose -f compose.dev.yml up -d` (builds from source)
- **Production**: Use `docker compose up -d` (uses published images)
#### Option 2: Local Development
For development or local installation:
```bash
$ docker compose run leggen bank add
# Install with uv (recommended) or pip
uv sync # or pip install -e .
# Start the API service
uv run leggen server --reload # Development mode with auto-reload
# Use the CLI (in another terminal)
uv run leggen --help
```
To sync all transactions with the database, run the following command:
### Configuration
Create a configuration file at `./data/config.toml` (for Docker) or `~/.config/leggen/config.toml` (for local development):
```toml
[gocardless]
key = "your-api-key"
secret = "your-secret-key"
url = "https://bankaccountdata.gocardless.com/api/v2"
[database]
sqlite = true
# Optional: Background sync scheduling
[scheduler.sync]
enabled = true
hour = 3 # 3 AM
minute = 0
# cron = "0 3 * * *" # Alternative: use cron expression
# Optional: Discord notifications
[notifications.discord]
webhook = "https://discord.com/api/webhooks/..."
enabled = true
# Optional: Telegram notifications
[notifications.telegram]
token = "your-bot-token"
chat_id = 12345
enabled = true
# Optional: Transaction filters for notifications
[filters]
case-insensitive = ["salary", "utility"]
case-sensitive = ["SpecificStore"]
```
## 📖 Usage
### API Service (`leggen server`)
Start the FastAPI backend service:
```bash
$ docker compose run leggen sync
# Production mode
leggen server
# Development mode with auto-reload
leggen server --reload
# Custom host and port
leggen server --host 127.0.0.1 --port 8080
```
## 👩‍🏫 Usage
**API Documentation**: Visit `http://localhost:8000/docs` for interactive API documentation.
```
$ leggen --help
Usage: leggen [OPTIONS] COMMAND [ARGS]...
### CLI Commands (`leggen`)
Leggen: An Open Banking CLI
#### Basic Commands
```bash
# Check connection status
leggen status
Options:
--version Show the version and exit.
-h, --help Show this message and exit.
# Connect to a new bank
leggen bank add
Command Groups:
bank Manage banks connections
# View account balances
leggen balances
Commands:
balances List balances of all connected accounts
init Create configuration file
status List all connected banks and their status
sync Sync all transactions with database
transactions List transactions for an account
# List recent transactions
leggen transactions --limit 20
# View detailed transactions
leggen transactions --full
```
## ⚠️ Caveats
- This project is still in early development, breaking changes may occur.
#### Sync Operations
```bash
# Start background sync
leggen sync
# Synchronous sync (wait for completion)
leggen sync --wait
# Force sync (override running sync)
leggen sync --force --wait
```
#### API Integration
```bash
# Use custom API URL
leggen --api-url http://localhost:8080 status
# Set via environment variable
export LEGGEN_API_URL=http://localhost:8080
leggen status
```
### Docker Usage
#### Development (build from source)
```bash
# Start development services
docker compose -f compose.dev.yml up -d
# View service status
docker compose -f compose.dev.yml ps
# Check logs
docker compose -f compose.dev.yml logs frontend
docker compose -f compose.dev.yml logs leggen-server
# Stop development services
docker compose -f compose.dev.yml down
```
#### Production (use published images)
```bash
# Start production services
docker compose up -d
# View service status
docker compose ps
# Check logs
docker compose logs frontend
docker compose logs leggen-server
# Access the web interface at http://localhost:3000
# API documentation at http://localhost:8000/docs
# Stop production services
docker compose down
```
## 🔌 API Endpoints
The FastAPI backend provides comprehensive REST endpoints:
### Banks & Connections
- `GET /api/v1/banks/institutions?country=PT` - List available banks
- `POST /api/v1/banks/connect` - Create bank connection
- `GET /api/v1/banks/status` - Connection status
- `GET /api/v1/banks/countries` - Supported countries
### Accounts & Balances
- `GET /api/v1/accounts` - List all accounts
- `GET /api/v1/accounts/{id}` - Account details
- `GET /api/v1/accounts/{id}/balances` - Account balances
- `GET /api/v1/accounts/{id}/transactions` - Account transactions
### Transactions
- `GET /api/v1/transactions` - All transactions with filtering
- `GET /api/v1/transactions/stats` - Transaction statistics
### Sync & Scheduling
- `POST /api/v1/sync` - Trigger background sync
- `POST /api/v1/sync/now` - Synchronous sync
- `GET /api/v1/sync/status` - Sync status
- `GET/PUT /api/v1/sync/scheduler` - Scheduler configuration
### Notifications
- `GET/PUT /api/v1/notifications/settings` - Manage notifications
- `POST /api/v1/notifications/test` - Test notifications
## 🛠️ Development
### Local Development Setup
```bash
# Clone and setup
git clone https://github.com/elisiariocouto/leggen.git
cd leggen
# Install dependencies
uv sync
# Start API service with auto-reload
uv run leggen server --reload
# Use CLI commands
uv run leggen status
```
### Testing
Run the comprehensive test suite with:
```bash
# Run all tests
uv run pytest
# Run unit tests only
uv run pytest tests/unit/
# Run with verbose output
uv run pytest tests/unit/ -v
# Run specific test files
uv run pytest tests/unit/test_config.py -v
uv run pytest tests/unit/test_scheduler.py -v
uv run pytest tests/unit/test_api_banks.py -v
# Run tests by markers
uv run pytest -m unit # Unit tests
uv run pytest -m api # API endpoint tests
uv run pytest -m cli # CLI tests
```
The test suite includes:
- **Configuration management tests** - TOML config loading/saving
- **API endpoint tests** - FastAPI route testing with mocked dependencies
- **CLI API client tests** - HTTP client integration testing
- **Background scheduler tests** - APScheduler job management
- **Mock data and fixtures** - Realistic test data for banks, accounts, transactions
### Code Structure
```
leggen/ # CLI application
├── commands/ # CLI command implementations
├── utils/ # Shared utilities
├── api/ # FastAPI API routes and models
├── services/ # Business logic
├── background/ # Background job scheduler
└── api_client.py # API client for server communication
tests/ # Test suite
├── conftest.py # Shared test fixtures
└── unit/ # Unit tests
├── test_config.py # Configuration tests
├── test_scheduler.py # Background scheduler tests
├── test_api_banks.py # Banks API tests
├── test_api_accounts.py # Accounts API tests
└── test_api_client.py # CLI API client tests
```
### Contributing
1. Fork the repository
2. Create a feature branch
3. Make your changes with tests
4. Submit a pull request
The repository uses GitHub Actions for CI/CD:
- **CI**: Runs Python tests (`uv run pytest`) and frontend linting/build on every push
- **Release**: Creates GitHub releases with changelog when tags are pushed
## ⚠️ Notes
- This project is in active development
- GoCardless API rate limits apply
- Some banks may require additional authorization steps
- Docker images are automatically built and published on releases

25
compose.dev.yml Normal file
View File

@@ -0,0 +1,25 @@
services:
# React frontend service
frontend:
build:
context: ./frontend
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:3000:80"
environment:
- API_BACKEND_URL=${API_BACKEND_URL:-http://leggen-server:8000}
depends_on:
leggen-server:
condition: service_healthy
# FastAPI backend service
leggen-server:
build:
context: .
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:8000:8000"
volumes:
- "./data:/root/.config/leggen"

19
compose.yml Normal file
View File

@@ -0,0 +1,19 @@
services:
# React frontend service
frontend:
image: ghcr.io/elisiariocouto/leggen:latest-frontend
restart: "unless-stopped"
ports:
- "127.0.0.1:3000:80"
depends_on:
leggen-server:
condition: service_healthy
# FastAPI backend service
leggen-server:
image: ghcr.io/elisiariocouto/leggen:latest
restart: "unless-stopped"
ports:
- "127.0.0.1:8000:8000"
volumes:
- "./data:/root/.config/leggen" # Configuration and database directory

30
config.example.toml Normal file
View File

@@ -0,0 +1,30 @@
[gocardless]
key = "your-api-key"
secret = "your-secret-key"
url = "https://bankaccountdata.gocardless.com/api/v2"
[database]
sqlite = true
# Optional: Background sync scheduling
[scheduler.sync]
enabled = true
hour = 3 # 3 AM
minute = 0
# cron = "0 3 * * *" # Alternative: use cron expression
# Optional: Discord notifications
[notifications.discord]
webhook = "https://discord.com/api/webhooks/..."
enabled = true
# Optional: Telegram notifications
[notifications.telegram]
api-key = "your-bot-token"
chat-id = 12345
enabled = true
# Optional: Transaction filters for notifications
[filters]
case-insensitive = ["salary", "utility"]
case-sensitive = ["SpecificStore"]

View File

@@ -1,66 +0,0 @@
version: '3.1'
services:
# Defaults to `sync` command.
leggen:
image: elisiariocouto/leggen:latest
command: sync
restart: "no"
environment:
LEGGEN_GC_API_KEY: "changeme"
LEGGEN_GC_API_SECRET: "changeme"
# Uncomment the following lines if you use MongoDB
# LEGGEN_MONGO_URI: "mongodb://leggen:changeme@mongo:27017/leggen"
volumes:
- "./leggen:/root/.config/leggen"
- "./db:/app"
nocodb:
image: nocodb/nocodb:latest
restart: "unless-stopped"
volumes:
- "./nocodb:/usr/app/data/"
- "./db:/usr/leggen:ro"
ports:
- "127.0.0.1:8080:8080"
depends_on:
- leggen
# Recommended: Run `leggen sync` every day.
ofelia:
image: mcuadros/ofelia:latest
restart: "unless-stopped"
depends_on:
- leggen
command: daemon --docker -f label=com.docker.compose.project=${COMPOSE_PROJECT_NAME}
volumes:
- /var/run/docker.sock:/var/run/docker.sock:ro
labels:
ofelia.job-run.leggen-sync.schedule: "0 0 3 * * *"
ofelia.job-run.leggen-sync.container: ${COMPOSE_PROJECT_NAME}-leggen-1
# Optional: If you want to have a mongodb, uncomment the following lines
# mongo:
# image: mongo:7
# restart: "unless-stopped"
# # If you want to expose the mongodb port to the host, uncomment the following lines
# # ports:
# # - 127.0.0.1:27017:27017
# volumes:
# - "./data:/data/db"
# environment:
# MONGO_INITDB_ROOT_USERNAME: "leggen"
# MONGO_INITDB_ROOT_PASSWORD: "changeme"
# Optional: If you want to have an admin interface for your mongodb, uncomment the following lines
# mongo-express:
# image: mongo-express
# restart: "unless-stopped"
# # By default, we are exposing the mongo-express port to the host
# ports:
# - 127.0.0.1:8081:8081
# environment:
# ME_CONFIG_MONGODB_URL: "mongodb://leggen:changeme@mongo:27017/"
# ME_CONFIG_BASICAUTH_USERNAME: ""
# depends_on:
# - mongo

View File

@@ -0,0 +1,7 @@
{
"permissions": {
"allow": ["Bash(find:*)"],
"deny": [],
"ask": []
}
}

24
frontend/.gitignore vendored Normal file
View File

@@ -0,0 +1,24 @@
# Logs
logs
*.log
npm-debug.log*
yarn-debug.log*
yarn-error.log*
pnpm-debug.log*
lerna-debug.log*
node_modules
dist
dist-ssr
*.local
# Editor directories and files
.vscode/*
!.vscode/extensions.json
.idea
.DS_Store
*.suo
*.ntvs*
*.njsproj
*.sln
*.sw?

34
frontend/Dockerfile Normal file
View File

@@ -0,0 +1,34 @@
# Build stage
FROM node:20-alpine AS builder
WORKDIR /app
# Copy package files
COPY package*.json ./
# Install dependencies
RUN npm i
# Copy source code
COPY . .
# Build the application
RUN npm run build
# Production stage
FROM nginx:alpine
# Copy built application from builder stage
COPY --from=builder /app/dist /usr/share/nginx/html
# Copy server configuration template
COPY default.conf.template /etc/nginx/templates/default.conf.template
# Set default API backend URL (can be overridden at runtime)
ENV API_BACKEND_URL=http://leggen-server:8000
# Expose port 80
EXPOSE 80
# Start nginx
CMD ["nginx", "-g", "daemon off;"]

124
frontend/README.md Normal file
View File

@@ -0,0 +1,124 @@
# Leggen Frontend
A modern React dashboard for the Leggen Open Banking CLI tool. This frontend provides a user-friendly interface to view bank accounts, transactions, and balances.
## Features
- **Modern Dashboard**: Clean, responsive interface built with React and TypeScript
- **Bank Accounts Overview**: View all connected bank accounts with real-time balances
- **Transaction Management**: Browse, search, and filter transactions across all accounts
- **Responsive Design**: Works seamlessly on desktop, tablet, and mobile devices
- **Real-time Data**: Powered by React Query for efficient data fetching and caching
## Prerequisites
- Node.js 18+ and npm
- Leggen API server running (configurable via environment variables)
## Getting Started
1. **Install dependencies:**
```bash
npm install
```
2. **Start the development server:**
```bash
npm run dev
```
3. **Open your browser to:**
```
http://localhost:5173
```
## Available Scripts
- `npm run dev` - Start development server
- `npm run build` - Build for production
- `npm run preview` - Preview production build
- `npm run lint` - Run ESLint
## Architecture
### Key Technologies
- **React 18** - Modern React with hooks and concurrent features
- **TypeScript** - Type-safe JavaScript development
- **Vite** - Fast build tool and development server
- **Tailwind CSS** - Utility-first CSS framework
- **React Query** - Data fetching and caching
- **Axios** - HTTP client for API calls
- **Lucide React** - Modern icon library
### Project Structure
```
src/
├── components/ # React components
│ ├── Dashboard.tsx # Main dashboard layout
│ ├── AccountsOverview.tsx
│ └── TransactionsList.tsx
├── lib/ # Utilities and API client
│ ├── api.ts # API client and endpoints
│ └── utils.ts # Helper functions
├── types/ # TypeScript type definitions
│ └── api.ts # API response types
└── App.tsx # Main application component
```
## API Integration
The frontend connects to the Leggen API server (configurable via environment variables). The API client handles:
- Account retrieval and management
- Transaction fetching with filtering
- Balance information
- Error handling and loading states
## Configuration
### API URL Configuration
The frontend supports configurable API URLs through environment variables:
**Development:**
- Set `VITE_API_URL` to call external APIs during development
- Example: `VITE_API_URL=https://staging-api.example.com npm run dev`
**Production:**
- Uses relative URLs (`/api/v1`) that nginx proxies to the backend
- Configure nginx proxy target via `API_BACKEND_URL` environment variable
- Default: `http://leggen-server:8000`
**Docker Compose:**
```bash
# Override API backend URL
API_BACKEND_URL=https://prod-api.example.com docker-compose up
```
## Development
The dashboard is designed to work with the Leggen CLI tool's API endpoints. Make sure your Leggen server is running before starting the frontend development server.
### Adding New Features
1. Define TypeScript types in `src/types/api.ts`
2. Add API methods to `src/lib/api.ts`
3. Create React components in `src/components/`
4. Use React Query for data fetching and state management
## Deployment
Build the application for production:
```bash
npm run build
```
The built files will be in the `dist/` directory, ready to be served by any static web server.

22
frontend/components.json Normal file
View File

@@ -0,0 +1,22 @@
{
"$schema": "https://ui.shadcn.com/schema.json",
"style": "new-york",
"rsc": false,
"tsx": true,
"tailwind": {
"config": "tailwind.config.js",
"css": "src/index.css",
"baseColor": "slate",
"cssVariables": true,
"prefix": ""
},
"iconLibrary": "lucide",
"aliases": {
"components": "@/components",
"utils": "@/lib/utils",
"ui": "@/components/ui",
"lib": "@/lib",
"hooks": "@/hooks"
},
"registries": {}
}

View File

@@ -0,0 +1,33 @@
server {
listen 80;
server_name localhost;
root /usr/share/nginx/html;
index index.html;
# Enable gzip compression
gzip on;
gzip_vary on;
gzip_min_length 1024;
gzip_proxied expired no-cache no-store private auth;
gzip_types text/plain text/css text/xml text/javascript application/javascript application/xml+rss application/json;
# Handle client-side routing
location / {
try_files $uri $uri/ /index.html;
}
# API proxy to backend (configurable via API_BACKEND_URL env var)
location /api/ {
proxy_pass ${API_BACKEND_URL};
proxy_set_header Host $host;
proxy_set_header X-Real-IP $remote_addr;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
}
# Cache static assets
location ~* \.(js|css|png|jpg|jpeg|gif|ico|svg)$ {
expires 1y;
add_header Cache-Control "public, immutable";
}
}

35
frontend/eslint.config.js Normal file
View File

@@ -0,0 +1,35 @@
import js from "@eslint/js";
import globals from "globals";
import reactHooks from "eslint-plugin-react-hooks";
import reactRefresh from "eslint-plugin-react-refresh";
import tseslint from "typescript-eslint";
import { globalIgnores } from "eslint/config";
export default tseslint.config([
globalIgnores(["dist"]),
{
files: ["**/*.{ts,tsx}"],
extends: [
js.configs.recommended,
tseslint.configs.recommended,
reactHooks.configs["recommended-latest"],
reactRefresh.configs.vite,
],
languageOptions: {
ecmaVersion: 2020,
globals: globals.browser,
},
rules: {
"react-refresh/only-export-components": [
"warn",
{ allowConstantExport: true },
],
},
},
{
files: ["src/components/**/*.{ts,tsx}", "src/contexts/**/*.{ts,tsx}"],
rules: {
"react-refresh/only-export-components": "off",
},
},
]);

13
frontend/index.html Normal file
View File

@@ -0,0 +1,13 @@
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Leggen</title>
</head>
<body>
<div id="root"></div>
<script type="module" src="/src/main.tsx"></script>
</body>
</html>

6691
frontend/package-lock.json generated Normal file

File diff suppressed because it is too large Load Diff

52
frontend/package.json Normal file
View File

@@ -0,0 +1,52 @@
{
"name": "frontend",
"private": true,
"version": "0.0.0",
"type": "module",
"scripts": {
"dev": "VITE_API_URL=http://localhost:8000/api/v1 vite",
"build": "tsc -b && vite build",
"lint": "eslint .",
"preview": "vite preview"
},
"dependencies": {
"@radix-ui/react-dialog": "^1.1.15",
"@radix-ui/react-popover": "^1.1.15",
"@radix-ui/react-select": "^2.2.6",
"@radix-ui/react-slot": "^1.2.3",
"@tailwindcss/forms": "^0.5.10",
"@tanstack/react-query": "^5.87.1",
"@tanstack/react-router": "^1.131.36",
"@tanstack/react-table": "^8.21.3",
"@tanstack/router-cli": "^1.131.36",
"autoprefixer": "^10.4.21",
"axios": "^1.11.0",
"class-variance-authority": "^0.7.1",
"clsx": "^2.1.1",
"cmdk": "^1.1.1",
"date-fns": "^4.1.0",
"lucide-react": "^0.542.0",
"postcss": "^8.5.6",
"react": "^19.1.1",
"react-day-picker": "^9.10.0",
"react-dom": "^19.1.1",
"recharts": "^3.2.0",
"tailwind-merge": "^3.3.1",
"tailwindcss": "^3.4.17",
"tailwindcss-animate": "^1.0.7"
},
"devDependencies": {
"@eslint/js": "^9.33.0",
"@tanstack/router-vite-plugin": "^1.131.36",
"@types/react": "^19.1.10",
"@types/react-dom": "^19.1.7",
"@vitejs/plugin-react": "^5.0.0",
"eslint": "^9.33.0",
"eslint-plugin-react-hooks": "^5.2.0",
"eslint-plugin-react-refresh": "^0.4.20",
"globals": "^16.3.0",
"typescript": "~5.8.3",
"typescript-eslint": "^8.39.1",
"vite": "^7.1.2"
}
}

View File

@@ -0,0 +1,6 @@
export default {
plugins: {
tailwindcss: {},
autoprefixer: {},
},
};

View File

@@ -0,0 +1,4 @@
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none">
<rect width="32" height="32" rx="6" fill="#3B82F6"/>
<path d="M8 24V8h6c2.2 0 4 1.8 4 4v4c0 2.2-1.8 4-4 4H12v4H8zm4-8h2c.6 0 1-.4 1-1v-2c0-.6-.4-1-1-1h-2v4z" fill="white"/>
</svg>

After

Width:  |  Height:  |  Size: 257 B

1
frontend/public/vite.svg Normal file
View File

@@ -0,0 +1 @@
<svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" aria-hidden="true" role="img" class="iconify iconify--logos" width="31.88" height="32" preserveAspectRatio="xMidYMid meet" viewBox="0 0 256 257"><defs><linearGradient id="IconifyId1813088fe1fbc01fb466" x1="-.828%" x2="57.636%" y1="7.652%" y2="78.411%"><stop offset="0%" stop-color="#41D1FF"></stop><stop offset="100%" stop-color="#BD34FE"></stop></linearGradient><linearGradient id="IconifyId1813088fe1fbc01fb467" x1="43.376%" x2="50.316%" y1="2.242%" y2="89.03%"><stop offset="0%" stop-color="#FFEA83"></stop><stop offset="8.333%" stop-color="#FFDD35"></stop><stop offset="100%" stop-color="#FFA800"></stop></linearGradient></defs><path fill="url(#IconifyId1813088fe1fbc01fb466)" d="M255.153 37.938L134.897 252.976c-2.483 4.44-8.862 4.466-11.382.048L.875 37.958c-2.746-4.814 1.371-10.646 6.827-9.67l120.385 21.517a6.537 6.537 0 0 0 2.322-.004l117.867-21.483c5.438-.991 9.574 4.796 6.877 9.62Z"></path><path fill="url(#IconifyId1813088fe1fbc01fb467)" d="M185.432.063L96.44 17.501a3.268 3.268 0 0 0-2.634 3.014l-5.474 92.456a3.268 3.268 0 0 0 3.997 3.378l24.777-5.718c2.318-.535 4.413 1.507 3.936 3.838l-7.361 36.047c-.495 2.426 1.782 4.5 4.151 3.78l15.304-4.649c2.372-.72 4.652 1.36 4.15 3.788l-11.698 56.621c-.732 3.542 3.979 5.473 5.943 2.437l1.313-2.028l72.516-144.72c1.215-2.423-.88-5.186-3.54-4.672l-25.505 4.922c-2.396.462-4.435-1.77-3.759-4.114l16.646-57.705c.677-2.35-1.37-4.583-3.769-4.113Z"></path></svg>

After

Width:  |  Height:  |  Size: 1.5 KiB

1
frontend/src/App.css Normal file
View File

@@ -0,0 +1 @@
/* Additional styles if needed */

View File

@@ -0,0 +1 @@
<svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" aria-hidden="true" role="img" class="iconify iconify--logos" width="35.93" height="32" preserveAspectRatio="xMidYMid meet" viewBox="0 0 256 228"><path fill="#00D8FF" d="M210.483 73.824a171.49 171.49 0 0 0-8.24-2.597c.465-1.9.893-3.777 1.273-5.621c6.238-30.281 2.16-54.676-11.769-62.708c-13.355-7.7-35.196.329-57.254 19.526a171.23 171.23 0 0 0-6.375 5.848a155.866 155.866 0 0 0-4.241-3.917C100.759 3.829 77.587-4.822 63.673 3.233C50.33 10.957 46.379 33.89 51.995 62.588a170.974 170.974 0 0 0 1.892 8.48c-3.28.932-6.445 1.924-9.474 2.98C17.309 83.498 0 98.307 0 113.668c0 15.865 18.582 31.778 46.812 41.427a145.52 145.52 0 0 0 6.921 2.165a167.467 167.467 0 0 0-2.01 9.138c-5.354 28.2-1.173 50.591 12.134 58.266c13.744 7.926 36.812-.22 59.273-19.855a145.567 145.567 0 0 0 5.342-4.923a168.064 168.064 0 0 0 6.92 6.314c21.758 18.722 43.246 26.282 56.54 18.586c13.731-7.949 18.194-32.003 12.4-61.268a145.016 145.016 0 0 0-1.535-6.842c1.62-.48 3.21-.974 4.76-1.488c29.348-9.723 48.443-25.443 48.443-41.52c0-15.417-17.868-30.326-45.517-39.844Zm-6.365 70.984c-1.4.463-2.836.91-4.3 1.345c-3.24-10.257-7.612-21.163-12.963-32.432c5.106-11 9.31-21.767 12.459-31.957c2.619.758 5.16 1.557 7.61 2.4c23.69 8.156 38.14 20.213 38.14 29.504c0 9.896-15.606 22.743-40.946 31.14Zm-10.514 20.834c2.562 12.94 2.927 24.64 1.23 33.787c-1.524 8.219-4.59 13.698-8.382 15.893c-8.067 4.67-25.32-1.4-43.927-17.412a156.726 156.726 0 0 1-6.437-5.87c7.214-7.889 14.423-17.06 21.459-27.246c12.376-1.098 24.068-2.894 34.671-5.345a134.17 134.17 0 0 1 1.386 6.193ZM87.276 214.515c-7.882 2.783-14.16 2.863-17.955.675c-8.075-4.657-11.432-22.636-6.853-46.752a156.923 156.923 0 0 1 1.869-8.499c10.486 2.32 22.093 3.988 34.498 4.994c7.084 9.967 14.501 19.128 21.976 27.15a134.668 134.668 0 0 1-4.877 4.492c-9.933 8.682-19.886 14.842-28.658 17.94ZM50.35 144.747c-12.483-4.267-22.792-9.812-29.858-15.863c-6.35-5.437-9.555-10.836-9.555-15.216c0-9.322 13.897-21.212 37.076-29.293c2.813-.98 5.757-1.905 8.812-2.773c3.204 10.42 7.406 21.315 12.477 32.332c-5.137 11.18-9.399 22.249-12.634 32.792a134.718 134.718 0 0 1-6.318-1.979Zm12.378-84.26c-4.811-24.587-1.616-43.134 6.425-47.789c8.564-4.958 27.502 2.111 47.463 19.835a144.318 144.318 0 0 1 3.841 3.545c-7.438 7.987-14.787 17.08-21.808 26.988c-12.04 1.116-23.565 2.908-34.161 5.309a160.342 160.342 0 0 1-1.76-7.887Zm110.427 27.268a347.8 347.8 0 0 0-7.785-12.803c8.168 1.033 15.994 2.404 23.343 4.08c-2.206 7.072-4.956 14.465-8.193 22.045a381.151 381.151 0 0 0-7.365-13.322Zm-45.032-43.861c5.044 5.465 10.096 11.566 15.065 18.186a322.04 322.04 0 0 0-30.257-.006c4.974-6.559 10.069-12.652 15.192-18.18ZM82.802 87.83a323.167 323.167 0 0 0-7.227 13.238c-3.184-7.553-5.909-14.98-8.134-22.152c7.304-1.634 15.093-2.97 23.209-3.984a321.524 321.524 0 0 0-7.848 12.897Zm8.081 65.352c-8.385-.936-16.291-2.203-23.593-3.793c2.26-7.3 5.045-14.885 8.298-22.6a321.187 321.187 0 0 0 7.257 13.246c2.594 4.48 5.28 8.868 8.038 13.147Zm37.542 31.03c-5.184-5.592-10.354-11.779-15.403-18.433c4.902.192 9.899.29 14.978.29c5.218 0 10.376-.117 15.453-.343c-4.985 6.774-10.018 12.97-15.028 18.486Zm52.198-57.817c3.422 7.8 6.306 15.345 8.596 22.52c-7.422 1.694-15.436 3.058-23.88 4.071a382.417 382.417 0 0 0 7.859-13.026a347.403 347.403 0 0 0 7.425-13.565Zm-16.898 8.101a358.557 358.557 0 0 1-12.281 19.815a329.4 329.4 0 0 1-23.444.823c-7.967 0-15.716-.248-23.178-.732a310.202 310.202 0 0 1-12.513-19.846h.001a307.41 307.41 0 0 1-10.923-20.627a310.278 310.278 0 0 1 10.89-20.637l-.001.001a307.318 307.318 0 0 1 12.413-19.761c7.613-.576 15.42-.876 23.31-.876H128c7.926 0 15.743.303 23.354.883a329.357 329.357 0 0 1 12.335 19.695a358.489 358.489 0 0 1 11.036 20.54a329.472 329.472 0 0 1-11 20.722Zm22.56-122.124c8.572 4.944 11.906 24.881 6.52 51.026c-.344 1.668-.73 3.367-1.15 5.09c-10.622-2.452-22.155-4.275-34.23-5.408c-7.034-10.017-14.323-19.124-21.64-27.008a160.789 160.789 0 0 1 5.888-5.4c18.9-16.447 36.564-22.941 44.612-18.3ZM128 90.808c12.625 0 22.86 10.235 22.86 22.86s-10.235 22.86-22.86 22.86s-22.86-10.235-22.86-22.86s10.235-22.86 22.86-22.86Z"></path></svg>

After

Width:  |  Height:  |  Size: 4.0 KiB

View File

@@ -0,0 +1,382 @@
import { useState } from "react";
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import {
CreditCard,
TrendingUp,
TrendingDown,
Building2,
RefreshCw,
AlertCircle,
Edit2,
Check,
X,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import {
Card,
CardContent,
CardDescription,
CardHeader,
CardTitle,
} from "./ui/card";
import { Button } from "./ui/button";
import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
import LoadingSpinner from "./LoadingSpinner";
import type { Account, Balance } from "../types/api";
// Helper function to get status indicator color and styles
const getStatusIndicator = (status: string) => {
const statusLower = status.toLowerCase();
switch (statusLower) {
case "ready":
return {
color: "bg-green-500",
tooltip: "Ready",
};
case "pending":
return {
color: "bg-yellow-500",
tooltip: "Pending",
};
case "error":
case "failed":
return {
color: "bg-red-500",
tooltip: "Error",
};
case "inactive":
return {
color: "bg-gray-500",
tooltip: "Inactive",
};
default:
return {
color: "bg-blue-500",
tooltip: status,
};
}
};
export default function AccountsOverview() {
const {
data: accounts,
isLoading: accountsLoading,
error: accountsError,
refetch: refetchAccounts,
} = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const { data: balances } = useQuery<Balance[]>({
queryKey: ["balances"],
queryFn: () => apiClient.getBalances(),
});
const [editingAccountId, setEditingAccountId] = useState<string | null>(null);
const [editingName, setEditingName] = useState("");
const queryClient = useQueryClient();
const updateAccountMutation = useMutation({
mutationFn: ({ id, display_name }: { id: string; display_name: string }) =>
apiClient.updateAccount(id, { display_name }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["accounts"] });
setEditingAccountId(null);
setEditingName("");
},
onError: (error) => {
console.error("Failed to update account:", error);
},
});
const handleEditStart = (account: Account) => {
setEditingAccountId(account.id);
// Use display_name if available, otherwise fall back to name
setEditingName(account.display_name || account.name || "");
};
const handleEditSave = () => {
if (editingAccountId && editingName.trim()) {
updateAccountMutation.mutate({
id: editingAccountId,
display_name: editingName.trim(),
});
}
};
const handleEditCancel = () => {
setEditingAccountId(null);
setEditingName("");
};
if (accountsLoading) {
return (
<Card>
<LoadingSpinner message="Loading accounts..." />
</Card>
);
}
if (accountsError) {
return (
<Alert variant="destructive">
<AlertCircle className="h-4 w-4" />
<AlertTitle>Failed to load accounts</AlertTitle>
<AlertDescription className="space-y-3">
<p>
Unable to connect to the Leggen API. Please check your configuration
and ensure the API server is running.
</p>
<Button onClick={() => refetchAccounts()} variant="outline" size="sm">
<RefreshCw className="h-4 w-4 mr-2" />
Retry
</Button>
</AlertDescription>
</Alert>
);
}
const totalBalance =
accounts?.reduce((sum, account) => {
// Get the first available balance from the balances array
const primaryBalance = account.balances?.[0]?.amount || 0;
return sum + primaryBalance;
}, 0) || 0;
const totalAccounts = accounts?.length || 0;
const uniqueBanks = new Set(accounts?.map((acc) => acc.institution_id) || [])
.size;
return (
<div className="space-y-6">
{/* Summary Cards */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
<Card>
<CardContent className="p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-muted-foreground">
Total Balance
</p>
<p className="text-2xl font-bold text-foreground">
{formatCurrency(totalBalance)}
</p>
</div>
<div className="p-3 bg-green-100 dark:bg-green-900/20 rounded-full">
<TrendingUp className="h-6 w-6 text-green-600" />
</div>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-muted-foreground">
Total Accounts
</p>
<p className="text-2xl font-bold text-foreground">
{totalAccounts}
</p>
</div>
<div className="p-3 bg-blue-100 dark:bg-blue-900/20 rounded-full">
<CreditCard className="h-6 w-6 text-blue-600" />
</div>
</div>
</CardContent>
</Card>
<Card>
<CardContent className="p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-muted-foreground">
Connected Banks
</p>
<p className="text-2xl font-bold text-foreground">
{uniqueBanks}
</p>
</div>
<div className="p-3 bg-purple-100 dark:bg-purple-900/20 rounded-full">
<Building2 className="h-6 w-6 text-purple-600" />
</div>
</div>
</CardContent>
</Card>
</div>
{/* Accounts List */}
<Card>
<CardHeader>
<CardTitle>Bank Accounts</CardTitle>
<CardDescription>Manage your connected bank accounts</CardDescription>
</CardHeader>
{!accounts || accounts.length === 0 ? (
<CardContent className="p-6 text-center">
<CreditCard className="h-12 w-12 text-muted-foreground mx-auto mb-4" />
<h3 className="text-lg font-medium text-foreground mb-2">
No accounts found
</h3>
<p className="text-muted-foreground">
Connect your first bank account to get started with Leggen.
</p>
</CardContent>
) : (
<CardContent className="p-0">
<div className="divide-y divide-border">
{accounts.map((account) => {
// Get balance from account's balances array or fallback to balances query
const accountBalance = account.balances?.[0];
const fallbackBalance = balances?.find(
(b) => b.account_id === account.id,
);
const balance =
accountBalance?.amount ||
fallbackBalance?.balance_amount ||
0;
const currency =
accountBalance?.currency ||
fallbackBalance?.currency ||
account.currency ||
"EUR";
const isPositive = balance >= 0;
return (
<div
key={account.id}
className="p-4 sm:p-6 hover:bg-accent transition-colors"
>
{/* Mobile layout - stack vertically */}
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
<div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
<div className="flex-shrink-0 p-2 sm:p-3 bg-muted rounded-full">
<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-muted-foreground" />
</div>
<div className="flex-1 min-w-0">
{editingAccountId === account.id ? (
<div className="space-y-2">
<div className="flex items-center space-x-2">
<input
type="text"
value={editingName}
onChange={(e) =>
setEditingName(e.target.value)
}
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"
placeholder="Custom account name"
name="search"
autoComplete="off"
onKeyDown={(e) => {
if (e.key === "Enter") handleEditSave();
if (e.key === "Escape") handleEditCancel();
}}
autoFocus
/>
<button
onClick={handleEditSave}
disabled={
!editingName.trim() ||
updateAccountMutation.isPending
}
className="p-1 text-green-600 hover:text-green-700 disabled:opacity-50 disabled:cursor-not-allowed"
title="Save changes"
>
<Check className="h-4 w-4" />
</button>
<button
onClick={handleEditCancel}
className="p-1 text-gray-600 hover:text-gray-700"
title="Cancel editing"
>
<X className="h-4 w-4" />
</button>
</div>
<p className="text-sm text-muted-foreground truncate">
{account.institution_id}
</p>
</div>
) : (
<div>
<div className="flex items-center space-x-2 min-w-0">
<h4 className="text-base sm:text-lg font-medium text-foreground truncate">
{account.display_name || account.name || "Unnamed Account"}
</h4>
<button
onClick={() => handleEditStart(account)}
className="flex-shrink-0 p-1 text-muted-foreground hover:text-foreground transition-colors"
title="Edit account name"
>
<Edit2 className="h-4 w-4" />
</button>
</div>
<p className="text-sm text-muted-foreground truncate">
{account.institution_id}
</p>
{account.iban && (
<p className="text-xs text-muted-foreground mt-1 font-mono break-all sm:break-normal">
IBAN: {account.iban}
</p>
)}
</div>
)}
</div>
</div>
{/* Balance and date section */}
<div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
{/* Mobile: date/status on left, balance on right */}
{/* Desktop: balance on top, date/status on bottom */}
{/* Date and status indicator - left on mobile, bottom on desktop */}
<div className="flex items-center space-x-2 order-1 sm:order-2">
<div
className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
role="img"
aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
>
{/* Tooltip */}
<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">
{getStatusIndicator(account.status).tooltip}
<div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
</div>
</div>
<p className="text-xs sm:text-sm text-muted-foreground whitespace-nowrap">
Updated{" "}
{formatDate(
account.last_accessed || account.created,
)}
</p>
</div>
{/* Balance - right on mobile, top on desktop */}
<div className="flex items-center space-x-2 order-2 sm:order-1">
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-500" />
) : (
<TrendingDown className="h-4 w-4 text-red-500" />
)}
<p
className={`text-base sm:text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{formatCurrency(balance, currency)}
</p>
</div>
</div>
</div>
</div>
);
})}
</div>
</CardContent>
)}
</Card>
</div>
);
}

View File

@@ -0,0 +1,89 @@
import { Component } from "react";
import type { ErrorInfo, ReactNode } from "react";
import { AlertTriangle, RefreshCw } from "lucide-react";
interface Props {
children: ReactNode;
fallback?: ReactNode;
}
interface State {
hasError: boolean;
error?: Error;
errorInfo?: ErrorInfo;
}
class ErrorBoundary extends Component<Props, State> {
constructor(props: Props) {
super(props);
this.state = { hasError: false };
}
static getDerivedStateFromError(error: Error): State {
return { hasError: true, error };
}
componentDidCatch(error: Error, errorInfo: ErrorInfo) {
console.error("ErrorBoundary caught an error:", error, errorInfo);
this.setState({ error, errorInfo });
}
handleReset = () => {
this.setState({ hasError: false, error: undefined, errorInfo: undefined });
};
render() {
if (this.state.hasError) {
if (this.props.fallback) {
return this.props.fallback;
}
return (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertTriangle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Something went wrong
</h3>
<p className="text-gray-600 mb-4">
An error occurred while rendering this component. Please try
refreshing or check the console for more details.
</p>
{this.state.error && (
<div className="bg-red-50 border border-red-200 rounded-md p-3 mb-4 text-left">
<p className="text-sm font-mono text-red-800">
<strong>Error:</strong> {this.state.error.message}
</p>
{this.state.error.stack && (
<details className="mt-2">
<summary className="text-sm text-red-600 cursor-pointer">
Stack trace
</summary>
<pre className="text-xs text-red-700 mt-1 whitespace-pre-wrap">
{this.state.error.stack}
</pre>
</details>
)}
</div>
)}
<button
onClick={this.handleReset}
className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 transition-colors"
>
<RefreshCw className="h-4 w-4 mr-2" />
Try Again
</button>
</div>
</div>
</div>
);
}
return this.props.children;
}
}
export default ErrorBoundary;

View File

@@ -0,0 +1,70 @@
export default function FiltersSkeleton() {
return (
<div className="bg-white rounded-lg shadow animate-pulse">
<div className="px-6 py-4 border-b border-gray-200">
<div className="flex items-center justify-between">
<div className="h-6 bg-gray-200 rounded w-32"></div>
<div className="flex items-center space-x-2">
<div className="h-8 bg-gray-200 rounded w-24"></div>
<div className="h-8 bg-gray-200 rounded w-20"></div>
</div>
</div>
</div>
<div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
{/* Quick Date Filters Skeleton */}
<div className="mb-6">
<div className="h-4 bg-gray-200 rounded w-32 mb-3"></div>
<div className="space-y-2">
<div className="flex flex-wrap gap-2">
<div className="h-10 bg-gray-200 rounded-lg w-24"></div>
<div className="h-10 bg-gray-200 rounded-lg w-20"></div>
<div className="h-10 bg-gray-200 rounded-lg w-28"></div>
</div>
<div className="flex flex-wrap gap-2">
<div className="h-10 bg-gray-200 rounded-lg w-24"></div>
<div className="h-10 bg-gray-200 rounded-lg w-20"></div>
</div>
</div>
</div>
{/* Filter Fields Skeleton */}
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
<div className="sm:col-span-2 lg:col-span-1">
<div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
<div>
<div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
<div>
<div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
<div>
<div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
</div>
{/* Amount Range Filters Skeleton */}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
<div>
<div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
<div>
<div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
<div className="h-10 bg-gray-200 rounded"></div>
</div>
</div>
</div>
{/* Results Summary Skeleton */}
<div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
<div className="h-4 bg-gray-200 rounded w-48"></div>
</div>
</div>
);
}

View File

@@ -0,0 +1,74 @@
import { useLocation } from "@tanstack/react-router";
import { Menu, Activity, Wifi, WifiOff } from "lucide-react";
import { useQuery } from "@tanstack/react-query";
import { apiClient } from "../lib/api";
import { ThemeToggle } from "./ui/theme-toggle";
const navigation = [
{ name: "Overview", to: "/" },
{ name: "Transactions", to: "/transactions" },
{ name: "Analytics", to: "/analytics" },
{ name: "Notifications", to: "/notifications" },
];
interface HeaderProps {
setSidebarOpen: (open: boolean) => void;
}
export default function Header({ setSidebarOpen }: HeaderProps) {
const location = useLocation();
const currentPage =
navigation.find((item) => item.to === location.pathname)?.name ||
"Dashboard";
const {
data: healthStatus,
isLoading: healthLoading,
isError: healthError,
} = useQuery({
queryKey: ["health"],
queryFn: apiClient.getHealth,
refetchInterval: 30000,
});
return (
<header className="bg-card shadow-sm border-b border-border">
<div className="flex items-center justify-between h-16 px-6">
<div className="flex items-center">
<button
onClick={() => setSidebarOpen(true)}
className="lg:hidden p-1 rounded-md text-muted-foreground hover:text-foreground"
>
<Menu className="h-6 w-6" />
</button>
<h2 className="text-lg font-semibold text-card-foreground lg:ml-0 ml-4">
{currentPage}
</h2>
</div>
<div className="flex items-center space-x-3">
<div className="flex items-center space-x-1">
{healthLoading ? (
<>
<Activity className="h-4 w-4 text-yellow-500 animate-pulse" />
<span className="text-sm text-muted-foreground">
Checking...
</span>
</>
) : healthError || healthStatus?.status !== "healthy" ? (
<>
<WifiOff className="h-4 w-4 text-red-500" />
<span className="text-sm text-red-500">Disconnected</span>
</>
) : (
<>
<Wifi className="h-4 w-4 text-green-500" />
<span className="text-sm text-muted-foreground">Connected</span>
</>
)}
</div>
<ThemeToggle />
</div>
</div>
</header>
);
}

View File

@@ -0,0 +1,18 @@
import { RefreshCw } from "lucide-react";
interface LoadingSpinnerProps {
message?: string;
}
export default function LoadingSpinner({
message = "Loading...",
}: LoadingSpinnerProps) {
return (
<div className="flex items-center justify-center p-8">
<div className="text-center">
<RefreshCw className="h-8 w-8 animate-spin text-blue-600 mx-auto mb-2" />
<p className="text-gray-600 text-sm">{message}</p>
</div>
</div>
);
}

View File

@@ -0,0 +1,336 @@
import { useState } from "react";
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import {
Bell,
MessageSquare,
Send,
Trash2,
RefreshCw,
AlertCircle,
CheckCircle,
Settings,
TestTube,
} from "lucide-react";
import { apiClient } from "../lib/api";
import LoadingSpinner from "./LoadingSpinner";
import {
Card,
CardContent,
CardDescription,
CardHeader,
CardTitle,
} from "./ui/card";
import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
import { Button } from "./ui/button";
import { Input } from "./ui/input";
import { Label } from "./ui/label";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "./ui/select";
import type { NotificationSettings, NotificationService } from "../types/api";
export default function Notifications() {
const [testService, setTestService] = useState("");
const [testMessage, setTestMessage] = useState(
"Test notification from Leggen",
);
const queryClient = useQueryClient();
const {
data: settings,
isLoading: settingsLoading,
error: settingsError,
refetch: refetchSettings,
} = useQuery<NotificationSettings>({
queryKey: ["notificationSettings"],
queryFn: apiClient.getNotificationSettings,
});
const {
data: services,
isLoading: servicesLoading,
error: servicesError,
refetch: refetchServices,
} = useQuery<NotificationService[]>({
queryKey: ["notificationServices"],
queryFn: apiClient.getNotificationServices,
});
const testMutation = useMutation({
mutationFn: apiClient.testNotification,
onSuccess: () => {
// Could show a success toast here
console.log("Test notification sent successfully");
},
onError: (error) => {
console.error("Failed to send test notification:", error);
},
});
const deleteServiceMutation = useMutation({
mutationFn: apiClient.deleteNotificationService,
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["notificationSettings"] });
queryClient.invalidateQueries({ queryKey: ["notificationServices"] });
},
});
if (settingsLoading || servicesLoading) {
return (
<Card>
<LoadingSpinner message="Loading notifications..." />
</Card>
);
}
if (settingsError || servicesError) {
return (
<Alert variant="destructive">
<AlertCircle className="h-4 w-4" />
<AlertTitle>Failed to load notifications</AlertTitle>
<AlertDescription className="space-y-3">
<p>
Unable to connect to the Leggen API. Please check your configuration
and ensure the API server is running.
</p>
<Button
onClick={() => {
refetchSettings();
refetchServices();
}}
variant="outline"
size="sm"
>
<RefreshCw className="h-4 w-4 mr-2" />
Retry
</Button>
</AlertDescription>
</Alert>
);
}
const handleTestNotification = () => {
if (!testService) return;
testMutation.mutate({
service: testService.toLowerCase(),
message: testMessage,
});
};
const handleDeleteService = (serviceName: string) => {
if (
confirm(
`Are you sure you want to delete the ${serviceName} notification service?`,
)
) {
deleteServiceMutation.mutate(serviceName.toLowerCase());
}
};
return (
<div className="space-y-6">
{/* Test Notification Section */}
<Card>
<CardHeader>
<CardTitle className="flex items-center space-x-2">
<TestTube className="h-5 w-5 text-primary" />
<span>Test Notifications</span>
</CardTitle>
</CardHeader>
<CardContent>
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<Label htmlFor="service" className="text-foreground">
Service
</Label>
<Select value={testService} onValueChange={setTestService}>
<SelectTrigger>
<SelectValue placeholder="Select a service..." />
</SelectTrigger>
<SelectContent>
{services?.map((service) => (
<SelectItem key={service.name} value={service.name}>
{service.name}{" "}
{service.enabled ? "(Enabled)" : "(Disabled)"}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div>
<Label htmlFor="message" className="text-foreground">
Message
</Label>
<Input
id="message"
type="text"
value={testMessage}
onChange={(e) => setTestMessage(e.target.value)}
placeholder="Test message..."
/>
</div>
</div>
<div className="mt-4">
<Button
onClick={handleTestNotification}
disabled={!testService || testMutation.isPending}
>
<Send className="h-4 w-4 mr-2" />
{testMutation.isPending ? "Sending..." : "Send Test Notification"}
</Button>
</div>
</CardContent>
</Card>
{/* Notification Services */}
<Card>
<CardHeader>
<CardTitle className="flex items-center space-x-2">
<Bell className="h-5 w-5 text-primary" />
<span>Notification Services</span>
</CardTitle>
<CardDescription>Manage your notification services</CardDescription>
</CardHeader>
{!services || services.length === 0 ? (
<CardContent className="text-center">
<Bell className="h-12 w-12 text-muted-foreground mx-auto mb-4" />
<h3 className="text-lg font-medium text-foreground mb-2">
No notification services configured
</h3>
<p className="text-muted-foreground">
Configure notification services in your backend to receive alerts.
</p>
</CardContent>
) : (
<CardContent className="p-0">
<div className="divide-y divide-border">
{services.map((service) => (
<div
key={service.name}
className="p-6 hover:bg-accent transition-colors"
>
<div className="flex items-center justify-between">
<div className="flex items-center space-x-4">
<div className="p-3 bg-muted rounded-full">
{service.name.toLowerCase().includes("discord") ? (
<MessageSquare className="h-6 w-6 text-muted-foreground" />
) : service.name.toLowerCase().includes("telegram") ? (
<Send className="h-6 w-6 text-muted-foreground" />
) : (
<Bell className="h-6 w-6 text-muted-foreground" />
)}
</div>
<div>
<h4 className="text-lg font-medium text-foreground capitalize">
{service.name}
</h4>
<div className="flex items-center space-x-2 mt-1">
<span
className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
service.enabled
? "bg-green-100 text-green-800"
: "bg-red-100 text-red-800"
}`}
>
{service.enabled ? (
<CheckCircle className="h-3 w-3 mr-1" />
) : (
<AlertCircle className="h-3 w-3 mr-1" />
)}
{service.enabled ? "Enabled" : "Disabled"}
</span>
<span
className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
service.configured
? "bg-blue-100 text-blue-800"
: "bg-yellow-100 text-yellow-800"
}`}
>
{service.configured
? "Configured"
: "Not Configured"}
</span>
</div>
</div>
</div>
<Button
onClick={() => handleDeleteService(service.name)}
disabled={deleteServiceMutation.isPending}
variant="ghost"
size="sm"
className="text-destructive hover:text-destructive hover:bg-destructive/10"
>
<Trash2 className="h-4 w-4" />
</Button>
</div>
</div>
))}
</div>
</CardContent>
)}
</Card>
{/* Notification Settings */}
<Card>
<CardHeader>
<CardTitle className="flex items-center space-x-2">
<Settings className="h-5 w-5 text-primary" />
<span>Notification Settings</span>
</CardTitle>
</CardHeader>
<CardContent>
{settings && (
<div className="space-y-4">
<div>
<h4 className="text-sm font-medium text-foreground mb-2">
Filters
</h4>
<div className="bg-muted rounded-md p-4">
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div>
<Label className="text-xs font-medium text-muted-foreground mb-1 block">
Case Insensitive Filters
</Label>
<p className="text-sm text-foreground">
{settings.filters.case_insensitive.length > 0
? settings.filters.case_insensitive.join(", ")
: "None"}
</p>
</div>
<div>
<Label className="text-xs font-medium text-muted-foreground mb-1 block">
Case Sensitive Filters
</Label>
<p className="text-sm text-foreground">
{settings.filters.case_sensitive &&
settings.filters.case_sensitive.length > 0
? settings.filters.case_sensitive.join(", ")
: "None"}
</p>
</div>
</div>
</div>
</div>
<div className="text-sm text-muted-foreground">
<p>
Configure notification settings through your backend API to
customize filters and service configurations.
</p>
</div>
</div>
)}
</CardContent>
</Card>
</div>
);
}

View File

@@ -0,0 +1,119 @@
import { X, Copy, Check } from "lucide-react";
import { useState } from "react";
import { Button } from "./ui/button";
import type { RawTransactionData } from "../types/api";
interface RawTransactionModalProps {
isOpen: boolean;
onClose: () => void;
rawTransaction: RawTransactionData | undefined;
transactionId: string;
}
export default function RawTransactionModal({
isOpen,
onClose,
rawTransaction,
transactionId,
}: RawTransactionModalProps) {
const [copied, setCopied] = useState(false);
if (!isOpen) return null;
const handleCopy = async () => {
if (!rawTransaction) return;
try {
await navigator.clipboard.writeText(
JSON.stringify(rawTransaction, null, 2),
);
setCopied(true);
setTimeout(() => setCopied(false), 2000);
} catch (err) {
console.error("Failed to copy to clipboard:", err);
}
};
return (
<div className="fixed inset-0 z-50 overflow-y-auto">
<div className="flex items-center justify-center min-h-screen px-4 pt-4 pb-20 text-center sm:block sm:p-0">
{/* Background overlay */}
<div
className="fixed inset-0 bg-background/80 backdrop-blur-sm transition-opacity"
onClick={onClose}
/>
{/* Modal panel */}
<div className="inline-block align-bottom bg-card rounded-lg text-left overflow-hidden shadow-xl transform transition-all sm:my-8 sm:align-middle sm:max-w-4xl sm:w-full border">
<div className="bg-card px-4 pt-5 pb-4 sm:p-6 sm:pb-4">
<div className="flex items-center justify-between mb-4">
<h3 className="text-lg font-medium text-foreground">
Raw Transaction Data
</h3>
<div className="flex items-center space-x-2">
<Button
onClick={handleCopy}
disabled={!rawTransaction}
variant="outline"
size="sm"
>
{copied ? (
<>
<Check className="h-4 w-4 mr-1 text-green-600 dark:text-green-400" />
Copied!
</>
) : (
<>
<Copy className="h-4 w-4 mr-1" />
Copy JSON
</>
)}
</Button>
<Button onClick={onClose} variant="ghost" size="sm">
<X className="h-5 w-5" />
</Button>
</div>
</div>
<div className="mb-4">
<p className="text-sm text-muted-foreground">
Transaction ID:{" "}
<code className="bg-muted px-2 py-1 rounded text-xs text-foreground">
{transactionId}
</code>
</p>
</div>
{rawTransaction ? (
<div className="bg-muted rounded-lg p-4 overflow-auto max-h-96">
<pre className="text-sm text-foreground whitespace-pre-wrap">
{JSON.stringify(rawTransaction, null, 2)}
</pre>
</div>
) : (
<div className="bg-muted rounded-lg p-8 text-center">
<p className="text-foreground">
Raw transaction data is not available for this transaction.
</p>
<p className="text-sm text-muted-foreground mt-2">
Try refreshing the page or check if the transaction was
fetched with summary_only=false.
</p>
</div>
)}
</div>
<div className="bg-muted/50 px-4 py-3 sm:px-6 sm:flex sm:flex-row-reverse">
<Button
type="button"
onClick={onClose}
className="w-full sm:ml-3 sm:w-auto"
>
Close
</Button>
</div>
</div>
</div>
</div>
);
}

View File

@@ -0,0 +1,107 @@
import { Link, useLocation } from "@tanstack/react-router";
import {
CreditCard,
Home,
List,
BarChart3,
Bell,
TrendingUp,
X,
} from "lucide-react";
import { useQuery } from "@tanstack/react-query";
import { apiClient } from "../lib/api";
import { formatCurrency } from "../lib/utils";
import { cn } from "../lib/utils";
import type { Account } from "../types/api";
const navigation = [
{ name: "Overview", icon: Home, to: "/" },
{ name: "Transactions", icon: List, to: "/transactions" },
{ name: "Analytics", icon: BarChart3, to: "/analytics" },
{ name: "Notifications", icon: Bell, to: "/notifications" },
];
interface SidebarProps {
sidebarOpen: boolean;
setSidebarOpen: (open: boolean) => void;
}
export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
const location = useLocation();
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const totalBalance =
accounts?.reduce((sum, account) => {
const primaryBalance = account.balances?.[0]?.amount || 0;
return sum + primaryBalance;
}, 0) || 0;
return (
<div
className={cn(
"fixed inset-y-0 left-0 z-50 w-64 bg-card shadow-lg transform transition-transform duration-300 ease-in-out lg:translate-x-0 lg:static lg:inset-0",
sidebarOpen ? "translate-x-0" : "-translate-x-full",
)}
>
<div className="flex items-center justify-between h-16 px-6 border-b border-border">
<Link
to="/"
onClick={() => setSidebarOpen(false)}
className="flex items-center space-x-2 hover:opacity-80 transition-opacity"
>
<CreditCard className="h-8 w-8 text-primary" />
<h1 className="text-xl font-bold text-card-foreground">Leggen</h1>
</Link>
<button
onClick={() => setSidebarOpen(false)}
className="lg:hidden p-1 rounded-md text-muted-foreground hover:text-foreground"
>
<X className="h-6 w-6" />
</button>
</div>
<nav className="px-6 py-4">
<div className="space-y-1">
{navigation.map((item) => (
<Link
key={item.to}
to={item.to}
onClick={() => setSidebarOpen(false)}
className={cn(
"flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors",
location.pathname === item.to
? "bg-primary text-primary-foreground"
: "text-card-foreground hover:text-card-foreground hover:bg-accent",
)}
>
<item.icon className="mr-3 h-5 w-5" />
{item.name}
</Link>
))}
</div>
</nav>
{/* Account Summary in Sidebar */}
<div className="px-6 py-4 border-t border-border mt-auto">
<div className="bg-muted rounded-lg p-4">
<div className="flex items-center justify-between">
<span className="text-sm font-medium text-muted-foreground">
Total Balance
</span>
<TrendingUp className="h-4 w-4 text-green-500" />
</div>
<p className="text-2xl font-bold text-foreground mt-1">
{formatCurrency(totalBalance)}
</p>
<p className="text-sm text-muted-foreground mt-1">
{accounts?.length || 0} accounts
</p>
</div>
</div>
</div>
);
}

View File

@@ -0,0 +1,103 @@
interface TransactionSkeletonProps {
rows?: number;
view?: "table" | "mobile";
}
export default function TransactionSkeleton({
rows = 5,
view = "table",
}: TransactionSkeletonProps) {
const skeletonRows = Array.from({ length: rows }, (_, index) => index);
if (view === "mobile") {
return (
<div className="bg-white rounded-lg shadow divide-y divide-gray-200">
{skeletonRows.map((_, index) => (
<div key={index} className="p-4 animate-pulse">
<div className="flex items-start justify-between">
<div className="flex-1">
<div className="flex items-start space-x-3">
<div className="p-2 rounded-full bg-gray-200 flex-shrink-0">
<div className="h-4 w-4 bg-gray-300 rounded"></div>
</div>
<div className="flex-1 min-w-0 space-y-2">
<div className="h-4 bg-gray-200 rounded w-3/4"></div>
<div className="space-y-1">
<div className="h-3 bg-gray-200 rounded w-1/2"></div>
<div className="h-3 bg-gray-200 rounded w-2/3"></div>
<div className="h-3 bg-gray-200 rounded w-1/3"></div>
</div>
</div>
</div>
</div>
<div className="text-right ml-3 flex-shrink-0 space-y-2">
<div className="h-6 bg-gray-200 rounded w-20"></div>
<div className="h-4 bg-gray-200 rounded w-16 ml-auto"></div>
<div className="h-6 bg-gray-200 rounded w-12 ml-auto"></div>
</div>
</div>
</div>
))}
</div>
);
}
return (
<div className="bg-white rounded-lg shadow overflow-hidden">
<div className="overflow-x-auto">
<table className="min-w-full divide-y divide-gray-200">
<thead className="bg-gray-50">
<tr>
<th className="px-6 py-3 text-left">
<div className="h-4 bg-gray-200 rounded w-20 animate-pulse"></div>
</th>
<th className="px-6 py-3 text-left">
<div className="h-4 bg-gray-200 rounded w-16 animate-pulse"></div>
</th>
<th className="px-6 py-3 text-left">
<div className="h-4 bg-gray-200 rounded w-12 animate-pulse"></div>
</th>
<th className="px-6 py-3 text-left">
<div className="h-4 bg-gray-200 rounded w-8 animate-pulse"></div>
</th>
</tr>
</thead>
<tbody className="bg-white divide-y divide-gray-200">
{skeletonRows.map((_, index) => (
<tr key={index} className="animate-pulse">
<td className="px-6 py-4">
<div className="flex items-start space-x-3">
<div className="p-2 rounded-full bg-gray-200 flex-shrink-0">
<div className="h-4 w-4 bg-gray-300 rounded"></div>
</div>
<div className="flex-1 space-y-2">
<div className="h-4 bg-gray-200 rounded w-3/4"></div>
<div className="space-y-1">
<div className="h-3 bg-gray-200 rounded w-1/2"></div>
<div className="h-3 bg-gray-200 rounded w-2/3"></div>
</div>
</div>
</div>
</td>
<td className="px-6 py-4">
<div className="text-right">
<div className="h-6 bg-gray-200 rounded w-24 ml-auto mb-1"></div>
</div>
</td>
<td className="px-6 py-4">
<div className="space-y-1">
<div className="h-4 bg-gray-200 rounded w-20"></div>
<div className="h-3 bg-gray-200 rounded w-16"></div>
</div>
</td>
<td className="px-6 py-4">
<div className="h-6 bg-gray-200 rounded w-12"></div>
</td>
</tr>
))}
</tbody>
</table>
</div>
</div>
);
}

View File

@@ -0,0 +1,726 @@
import { useState, useEffect } from "react";
import { useQuery } from "@tanstack/react-query";
import {
useReactTable,
getCoreRowModel,
getSortedRowModel,
getFilteredRowModel,
flexRender,
} from "@tanstack/react-table";
import type {
ColumnDef,
SortingState,
ColumnFiltersState,
} from "@tanstack/react-table";
import {
TrendingUp,
TrendingDown,
RefreshCw,
AlertCircle,
Eye,
ChevronUp,
ChevronDown,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import TransactionSkeleton from "./TransactionSkeleton";
import FiltersSkeleton from "./FiltersSkeleton";
import RawTransactionModal from "./RawTransactionModal";
import { FilterBar, type FilterState } from "./filters";
import { DataTablePagination } from "./ui/data-table-pagination";
import { Card, CardContent } from "./ui/card";
import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
import { Button } from "./ui/button";
import type { Account, Transaction, ApiResponse, Balance } from "../types/api";
export default function TransactionsTable() {
// Filter state consolidated into a single object
const [filterState, setFilterState] = useState<FilterState>({
searchTerm: "",
selectedAccount: "",
startDate: "",
endDate: "",
minAmount: "",
maxAmount: "",
});
const [showRawModal, setShowRawModal] = useState(false);
const [selectedTransaction, setSelectedTransaction] =
useState<Transaction | null>(null);
const [showRunningBalance, setShowRunningBalance] = useState(true);
// Pagination state
const [currentPage, setCurrentPage] = useState(1);
const [perPage, setPerPage] = useState(50);
// Debounced search state
const [debouncedSearchTerm, setDebouncedSearchTerm] = useState(
filterState.searchTerm,
);
// Table state (remove pagination from table)
const [sorting, setSorting] = useState<SortingState>([]);
const [columnFilters, setColumnFilters] = useState<ColumnFiltersState>([]);
// Helper function to update filter state
const handleFilterChange = (key: keyof FilterState, value: string) => {
setFilterState((prev) => ({ ...prev, [key]: value }));
};
// Helper function to clear all filters
const handleClearFilters = () => {
setFilterState({
searchTerm: "",
selectedAccount: "",
startDate: "",
endDate: "",
minAmount: "",
maxAmount: "",
});
setColumnFilters([]);
setCurrentPage(1);
};
// Debounce search term to prevent excessive API calls
useEffect(() => {
const timer = setTimeout(() => {
setDebouncedSearchTerm(filterState.searchTerm);
}, 300); // 300ms delay
return () => clearTimeout(timer);
}, [filterState.searchTerm]);
// Reset pagination when search term changes
useEffect(() => {
if (debouncedSearchTerm !== filterState.searchTerm) {
setCurrentPage(1);
}
}, [debouncedSearchTerm, filterState.searchTerm]);
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const { data: balances } = useQuery<Balance[]>({
queryKey: ["balances"],
queryFn: apiClient.getBalances,
enabled: showRunningBalance,
});
const {
data: transactionsResponse,
isLoading: transactionsLoading,
error: transactionsError,
refetch: refetchTransactions,
} = useQuery<ApiResponse<Transaction[]>>({
queryKey: [
"transactions",
filterState.selectedAccount,
filterState.startDate,
filterState.endDate,
currentPage,
perPage,
debouncedSearchTerm,
filterState.minAmount,
filterState.maxAmount,
],
queryFn: () =>
apiClient.getTransactions({
accountId: filterState.selectedAccount || undefined,
startDate: filterState.startDate || undefined,
endDate: filterState.endDate || undefined,
page: currentPage,
perPage: perPage,
search: debouncedSearchTerm || undefined,
summaryOnly: false,
minAmount: filterState.minAmount
? parseFloat(filterState.minAmount)
: undefined,
maxAmount: filterState.maxAmount
? parseFloat(filterState.maxAmount)
: undefined,
}),
});
const transactions = transactionsResponse?.data || [];
const pagination = transactionsResponse?.pagination;
// Check if search is currently debouncing
const isSearchLoading = filterState.searchTerm !== debouncedSearchTerm;
// Reset pagination when total becomes 0 (no results)
useEffect(() => {
if (pagination && pagination.total === 0 && currentPage > 1) {
setCurrentPage(1);
}
}, [pagination, currentPage]);
// Reset pagination when filters change
useEffect(() => {
setCurrentPage(1);
}, [
filterState.selectedAccount,
filterState.startDate,
filterState.endDate,
filterState.minAmount,
filterState.maxAmount,
]);
const handleViewRaw = (transaction: Transaction) => {
setSelectedTransaction(transaction);
setShowRawModal(true);
};
const handleCloseModal = () => {
setShowRawModal(false);
setSelectedTransaction(null);
};
const hasActiveFilters =
filterState.searchTerm ||
filterState.selectedAccount ||
filterState.startDate ||
filterState.endDate ||
filterState.minAmount ||
filterState.maxAmount;
// Calculate running balances
const calculateRunningBalances = (transactions: Transaction[]) => {
if (!balances || !showRunningBalance) return {};
const runningBalances: { [key: string]: number } = {};
const accountBalanceMap = new Map<string, number>();
// Create a map of account current balances
balances.forEach((balance) => {
if (balance.balance_type === "expected") {
accountBalanceMap.set(balance.account_id, balance.balance_amount);
}
});
// Group transactions by account
const transactionsByAccount = new Map<string, Transaction[]>();
transactions.forEach((txn) => {
if (!transactionsByAccount.has(txn.account_id)) {
transactionsByAccount.set(txn.account_id, []);
}
transactionsByAccount.get(txn.account_id)!.push(txn);
});
// Calculate running balance for each account
transactionsByAccount.forEach((accountTransactions, accountId) => {
const currentBalance = accountBalanceMap.get(accountId) || 0;
let runningBalance = currentBalance;
// Sort transactions by date (newest first) to work backwards
const sortedTransactions = [...accountTransactions].sort(
(a, b) =>
new Date(b.transaction_date).getTime() -
new Date(a.transaction_date).getTime(),
);
// Calculate running balance by working backwards from current balance
sortedTransactions.forEach((txn) => {
runningBalances[`${txn.account_id}-${txn.transaction_id}`] =
runningBalance;
runningBalance -= txn.transaction_value;
});
});
return runningBalances;
};
const runningBalances = calculateRunningBalances(transactions);
// Define columns
const columns: ColumnDef<Transaction>[] = [
{
accessorKey: "description",
header: "Description",
cell: ({ row }) => {
const transaction = row.original;
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
return (
<div className="flex items-start space-x-3">
<div
className={`p-2 rounded-full ${
isPositive ? "bg-green-100" : "bg-red-100"
}`}
>
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-600" />
) : (
<TrendingDown className="h-4 w-4 text-red-600" />
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-foreground truncate">
{transaction.description}
</h4>
<div className="text-xs text-muted-foreground space-y-1">
{account && (
<p className="truncate">
{account.name || "Unnamed Account"} {" "}
{account.institution_id}
</p>
)}
{(transaction.creditor_name || transaction.debtor_name) && (
<p className="truncate">
{isPositive ? "From: " : "To: "}
{transaction.creditor_name || transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p className="truncate">Ref: {transaction.reference}</p>
)}
</div>
</div>
</div>
);
},
},
{
accessorKey: "transaction_value",
header: "Amount",
cell: ({ row }) => {
const transaction = row.original;
const isPositive = transaction.transaction_value > 0;
return (
<div className="text-right">
<p
className={`text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
</div>
);
},
sortingFn: "basic",
},
...(showRunningBalance
? [
{
id: "running_balance",
header: "Running Balance",
cell: ({ row }: { row: { original: Transaction } }) => {
const transaction = row.original;
const balanceKey = `${transaction.account_id}-${transaction.transaction_id}`;
const balance = runningBalances[balanceKey];
if (balance === undefined) return null;
return (
<div className="text-right">
<p className="text-sm font-medium text-foreground">
{formatCurrency(balance, transaction.transaction_currency)}
</p>
</div>
);
},
},
]
: []),
{
accessorKey: "transaction_date",
header: "Date",
cell: ({ row }) => {
const transaction = row.original;
return (
<div className="text-sm text-foreground">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
{transaction.booking_date &&
transaction.booking_date !== transaction.transaction_date && (
<p className="text-xs text-muted-foreground">
Booked: {formatDate(transaction.booking_date)}
</p>
)}
</div>
);
},
sortingFn: "datetime",
},
{
id: "actions",
header: "",
cell: ({ row }) => {
const transaction = row.original;
return (
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-muted text-muted-foreground rounded hover:bg-accent transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
);
},
},
];
const table = useReactTable({
data: transactions,
columns,
getCoreRowModel: getCoreRowModel(),
getSortedRowModel: getSortedRowModel(),
getFilteredRowModel: getFilteredRowModel(),
onSortingChange: setSorting,
onColumnFiltersChange: setColumnFilters,
state: {
sorting,
columnFilters,
globalFilter: filterState.searchTerm,
},
onGlobalFilterChange: (value: string) =>
handleFilterChange("searchTerm", value),
globalFilterFn: (row, _columnId, filterValue) => {
// Custom global filter that searches multiple fields
const transaction = row.original;
const searchLower = filterValue.toLowerCase();
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
return (
description.toLowerCase().includes(searchLower) ||
creditorName.toLowerCase().includes(searchLower) ||
debtorName.toLowerCase().includes(searchLower) ||
reference.toLowerCase().includes(searchLower)
);
},
});
if (transactionsLoading) {
return (
<div className="space-y-6">
<FiltersSkeleton />
<TransactionSkeleton rows={10} view="table" />
<div className="md:hidden">
<TransactionSkeleton rows={10} view="mobile" />
</div>
</div>
);
}
if (transactionsError) {
return (
<Alert variant="destructive">
<AlertCircle className="h-4 w-4" />
<AlertTitle>Failed to load transactions</AlertTitle>
<AlertDescription className="space-y-3">
<p>Unable to fetch transactions from the Leggen API.</p>
<Button
onClick={() => refetchTransactions()}
variant="outline"
size="sm"
>
<RefreshCw className="h-4 w-4 mr-2" />
Retry
</Button>
</AlertDescription>
</Alert>
);
}
return (
<div className="space-y-6">
{/* New FilterBar */}
<FilterBar
filterState={filterState}
onFilterChange={handleFilterChange}
onClearFilters={handleClearFilters}
accounts={accounts}
isSearchLoading={isSearchLoading}
showRunningBalance={showRunningBalance}
onToggleRunningBalance={() =>
setShowRunningBalance(!showRunningBalance)
}
/>
{/* Results Summary */}
<Card>
<CardContent className="px-6 py-3 bg-muted/30 border-b border-border">
<p className="text-sm text-muted-foreground">
Showing {transactions.length} transaction
{transactions.length !== 1 ? "s" : ""} (
{pagination ? (
<>
{(pagination.page - 1) * pagination.per_page + 1}-
{Math.min(
pagination.page * pagination.per_page,
pagination.total,
)}{" "}
of {pagination.total}
</>
) : (
"loading..."
)}
)
{filterState.selectedAccount && accounts && (
<span className="ml-1">
for{" "}
{
accounts.find((acc) => acc.id === filterState.selectedAccount)
?.name
}
</span>
)}
</p>
</CardContent>
</Card>
{/* Responsive Table/Cards */}
<Card className="overflow-hidden">
{/* Desktop Table View (hidden on mobile) */}
<div className="hidden md:block">
<div className="overflow-x-auto">
<table className="min-w-full divide-y divide-border">
<thead className="bg-muted/50">
{table.getHeaderGroups().map((headerGroup) => (
<tr key={headerGroup.id}>
{headerGroup.headers.map((header) => (
<th
key={header.id}
className="px-6 py-3 text-left text-xs font-medium text-muted-foreground uppercase tracking-wider cursor-pointer hover:bg-muted"
onClick={header.column.getToggleSortingHandler()}
>
<div className="flex items-center space-x-1">
<span>
{header.isPlaceholder
? null
: flexRender(
header.column.columnDef.header,
header.getContext(),
)}
</span>
{header.column.getCanSort() && (
<div className="flex flex-col">
<ChevronUp
className={`h-3 w-3 ${
header.column.getIsSorted() === "asc"
? "text-primary"
: "text-muted-foreground"
}`}
/>
<ChevronDown
className={`h-3 w-3 -mt-1 ${
header.column.getIsSorted() === "desc"
? "text-primary"
: "text-muted-foreground"
}`}
/>
</div>
)}
</div>
</th>
))}
</tr>
))}
</thead>
<tbody className="bg-card divide-y divide-border">
{table.getRowModel().rows.length === 0 ? (
<tr>
<td
colSpan={columns.length}
className="px-6 py-12 text-center"
>
<div className="text-muted-foreground mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-foreground mb-2">
No transactions found
</h3>
<p className="text-muted-foreground">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
</p>
</td>
</tr>
) : (
table.getRowModel().rows.map((row) => (
<tr key={row.id} className="hover:bg-muted/50">
{row.getVisibleCells().map((cell) => (
<td
key={cell.id}
className="px-6 py-4 whitespace-nowrap"
>
{flexRender(
cell.column.columnDef.cell,
cell.getContext(),
)}
</td>
))}
</tr>
))
)}
</tbody>
</table>
</div>
</div>
{/* Mobile Card View (visible only on mobile) */}
<div className="md:hidden">
{table.getRowModel().rows.length === 0 ? (
<div className="px-6 py-12 text-center">
<div className="text-muted-foreground mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-foreground mb-2">
No transactions found
</h3>
<p className="text-muted-foreground">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
</p>
</div>
) : (
<div className="divide-y divide-border">
{table.getRowModel().rows.map((row) => {
const transaction = row.original;
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
return (
<div
key={row.id}
className="p-4 hover:bg-muted/50 transition-colors"
>
<div className="flex items-start justify-between">
<div className="flex-1 min-w-0">
<div className="flex items-start space-x-3">
<div
className={`p-2 rounded-full flex-shrink-0 ${
isPositive ? "bg-green-100" : "bg-red-100"
}`}
>
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-600" />
) : (
<TrendingDown className="h-4 w-4 text-red-600" />
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-foreground break-words">
{transaction.description}
</h4>
<div className="text-xs text-muted-foreground space-y-1 mt-1">
{account && (
<p className="break-words">
{account.name || "Unnamed Account"} {" "}
{account.institution_id}
</p>
)}
{(transaction.creditor_name ||
transaction.debtor_name) && (
<p className="break-words">
{isPositive ? "From: " : "To: "}
{transaction.creditor_name ||
transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p className="break-words">
Ref: {transaction.reference}
</p>
)}
<p className="text-muted-foreground">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
{transaction.booking_date &&
transaction.booking_date !==
transaction.transaction_date && (
<span className="ml-2">
(Booked:{" "}
{formatDate(transaction.booking_date)})
</span>
)}
</p>
</div>
</div>
</div>
</div>
<div className="text-right ml-3 flex-shrink-0">
<p
className={`text-lg font-semibold mb-1 ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
{showRunningBalance && (
<p className="text-xs text-muted-foreground mb-1">
Balance:{" "}
{formatCurrency(
runningBalances[
`${transaction.account_id}-${transaction.transaction_id}`
] || 0,
transaction.transaction_currency,
)}
</p>
)}
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-muted text-muted-foreground rounded hover:bg-accent transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
</div>
</div>
</div>
);
})}
</div>
)}
</div>
{/* Pagination */}
{pagination && (
<DataTablePagination
currentPage={pagination.page}
totalPages={pagination.total_pages}
pageSize={pagination.per_page}
total={pagination.total}
hasNext={pagination.has_next}
hasPrev={pagination.has_prev}
onPageChange={setCurrentPage}
onPageSizeChange={setPerPage}
/>
)}
</Card>
{/* Raw Transaction Modal */}
<RawTransactionModal
isOpen={showRawModal}
onClose={handleCloseModal}
rawTransaction={selectedTransaction?.raw_transaction}
transactionId={selectedTransaction?.transaction_id || "unknown"}
/>
</div>
);
}

View File

@@ -0,0 +1,191 @@
import {
AreaChart,
Area,
XAxis,
YAxis,
CartesianGrid,
Tooltip,
ResponsiveContainer,
Legend,
} from "recharts";
import type { Balance, Account } from "../../types/api";
interface BalanceChartProps {
data: Balance[];
accounts: Account[];
className?: string;
}
interface ChartDataPoint {
date: string;
balance: number;
account_id: string;
}
interface AggregatedDataPoint {
date: string;
[key: string]: string | number;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
name: string;
value: number;
color: string;
}>;
label?: string;
}
export default function BalanceChart({
data,
accounts,
className,
}: BalanceChartProps) {
// Create a lookup map for account info
const accountMap = accounts.reduce(
(map, account) => {
map[account.id] = account;
return map;
},
{} as Record<string, Account>,
);
// Helper function to get bank name from institution_id
const getBankName = (institutionId: string): string => {
const bankMapping: Record<string, string> = {
REVOLUT_REVOLT21: "Revolut",
NUBANK_NUPBBR25: "Nu Pagamentos",
BANCOBPI_BBPIPTPL: "Banco BPI",
// Add more mappings as needed
};
return bankMapping[institutionId] || institutionId.split("_")[0];
};
// Helper function to create display name for account
const getAccountDisplayName = (accountId: string): string => {
const account = accountMap[accountId];
if (account) {
const bankName = getBankName(account.institution_id);
const accountName = account.name || `Account ${accountId.split("-")[1]}`;
return `${bankName} - ${accountName}`;
}
return `Account ${accountId.split("-")[1]}`;
};
// Process balance data for the chart
const chartData = data
.filter((balance) => balance.balance_type === "closingBooked")
.map((balance) => ({
date: new Date(balance.reference_date).toLocaleDateString("en-GB"), // DD/MM/YYYY format
balance: balance.balance_amount,
account_id: balance.account_id,
}))
.sort(
(a, b) =>
new Date(a.date.split("/").reverse().join("/")).getTime() -
new Date(b.date.split("/").reverse().join("/")).getTime(),
);
// Group by account and aggregate
const accountBalances: { [key: string]: ChartDataPoint[] } = {};
chartData.forEach((item) => {
if (!accountBalances[item.account_id]) {
accountBalances[item.account_id] = [];
}
accountBalances[item.account_id].push(item);
});
// Create aggregated data points
const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
Object.entries(accountBalances).forEach(([accountId, balances]) => {
balances.forEach((balance) => {
if (!aggregatedData[balance.date]) {
aggregatedData[balance.date] = { date: balance.date };
}
aggregatedData[balance.date][accountId] = balance.balance;
});
});
const finalData = Object.values(aggregatedData).sort(
(a, b) =>
new Date(a.date.split("/").reverse().join("/")).getTime() -
new Date(b.date.split("/").reverse().join("/")).getTime(),
);
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
if (active && payload && payload.length) {
return (
<div className="bg-card p-3 border rounded shadow-lg">
<p className="font-medium text-foreground">Date: {label}</p>
{payload.map((entry, index) => (
<p key={index} style={{ color: entry.color }}>
{getAccountDisplayName(entry.name)}:
{entry.value.toLocaleString()}
</p>
))}
</div>
);
}
return null;
};
if (finalData.length === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Balance Progress
</h3>
<div className="h-80 flex items-center justify-center text-muted-foreground">
No balance data available
</div>
</div>
);
}
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Balance Progress Over Time
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<AreaChart data={finalData}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="date"
tick={{ fontSize: 12 }}
tickFormatter={(value) => {
// Convert DD/MM/YYYY back to a proper date for formatting
const [day, month, year] = value.split("/");
const date = new Date(year, month - 1, day);
return date.toLocaleDateString("en-GB", {
month: "short",
day: "numeric",
});
}}
/>
<YAxis
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
<Tooltip content={<CustomTooltip />} />
<Legend />
{Object.keys(accountBalances).map((accountId, index) => (
<Area
key={accountId}
type="monotone"
dataKey={accountId}
stackId="1"
fill={colors[index % colors.length]}
stroke={colors[index % colors.length]}
name={getAccountDisplayName(accountId)}
/>
))}
</AreaChart>
</ResponsiveContainer>
</div>
</div>
);
}

View File

@@ -0,0 +1,142 @@
import {
BarChart,
Bar,
XAxis,
YAxis,
CartesianGrid,
Tooltip,
ResponsiveContainer,
} from "recharts";
import { useQuery } from "@tanstack/react-query";
import apiClient from "../../lib/api";
interface MonthlyTrendsProps {
className?: string;
days?: number;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
name: string;
value: number;
color: string;
}>;
label?: string;
}
export default function MonthlyTrends({
className,
days = 365,
}: MonthlyTrendsProps) {
// Get pre-calculated monthly stats from the new endpoint
const { data: monthlyData, isLoading } = useQuery({
queryKey: ["monthly-stats", days],
queryFn: async () => {
return await apiClient.getMonthlyTransactionStats(days);
},
});
// Calculate number of months to display based on days filter
const getMonthsToDisplay = (days: number): number => {
if (days <= 30) return 1;
if (days <= 180) return 6;
if (days <= 365) return 12;
return Math.ceil(days / 30);
};
const monthsToDisplay = getMonthsToDisplay(days);
const displayData = monthlyData ? monthlyData.slice(-monthsToDisplay) : [];
if (isLoading) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Monthly Spending Trends
</h3>
<div className="h-80 flex items-center justify-center">
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary"></div>
</div>
</div>
);
}
if (displayData.length === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Monthly Spending Trends
</h3>
<div className="h-80 flex items-center justify-center text-muted-foreground">
No transaction data available
</div>
</div>
);
}
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
if (active && payload && payload.length) {
return (
<div className="bg-card p-3 border rounded shadow-lg">
<p className="font-medium text-foreground">{label}</p>
{payload.map((entry, index) => (
<p key={index} style={{ color: entry.color }}>
{entry.name}: {Math.abs(entry.value).toLocaleString()}
</p>
))}
</div>
);
}
return null;
};
// Generate dynamic title based on time period
const getTitle = (days: number): string => {
if (days <= 30) return "Monthly Spending Trends (Last 30 Days)";
if (days <= 180) return "Monthly Spending Trends (Last 6 Months)";
if (days <= 365) return "Monthly Spending Trends (Last 12 Months)";
return `Monthly Spending Trends (Last ${Math.ceil(days / 30)} Months)`;
};
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
{getTitle(days)}
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<BarChart
data={displayData}
margin={{ top: 20, right: 30, left: 20, bottom: 5 }}
>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="month"
tick={{ fontSize: 12 }}
angle={-45}
textAnchor="end"
height={60}
/>
<YAxis
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
<Tooltip content={<CustomTooltip />} />
<Bar dataKey="income" fill="#10B981" name="Income" />
<Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
</BarChart>
</ResponsiveContainer>
</div>
<div className="mt-4 flex justify-center space-x-6 text-sm text-foreground">
<div className="flex items-center">
<div className="w-3 h-3 bg-green-500 rounded mr-2" />
<span>Income</span>
</div>
<div className="flex items-center">
<div className="w-3 h-3 bg-red-500 rounded mr-2" />
<span>Expenses</span>
</div>
</div>
</div>
);
}

View File

@@ -0,0 +1,66 @@
import type { LucideIcon } from "lucide-react";
import { Card, CardContent } from "../ui/card";
import { cn } from "../../lib/utils";
interface StatCardProps {
title: string;
value: string | number;
subtitle?: string;
icon: LucideIcon;
trend?: {
value: number;
isPositive: boolean;
};
className?: string;
}
export default function StatCard({
title,
value,
subtitle,
icon: Icon,
trend,
className,
}: StatCardProps) {
return (
<Card className={cn(className)}>
<CardContent className="p-6">
<div className="flex items-center">
<div className="flex-shrink-0">
<Icon className="h-8 w-8 text-primary" />
</div>
<div className="ml-5 w-0 flex-1">
<dl>
<dt className="text-sm font-medium text-muted-foreground truncate">
{title}
</dt>
<dd className="flex items-baseline">
<div className="text-2xl font-semibold text-foreground">
{value}
</div>
{trend && (
<div
className={cn(
"ml-2 flex items-baseline text-sm font-semibold",
trend.isPositive
? "text-green-600 dark:text-green-400"
: "text-red-600 dark:text-red-400",
)}
>
{trend.isPositive ? "+" : ""}
{trend.value}%
</div>
)}
</dd>
{subtitle && (
<dd className="text-sm text-muted-foreground mt-1">
{subtitle}
</dd>
)}
</dl>
</div>
</div>
</CardContent>
</Card>
);
}

View File

@@ -0,0 +1,39 @@
import { Calendar } from "lucide-react";
import { Button } from "../ui/button";
import type { TimePeriod } from "../../lib/timePeriods";
import { TIME_PERIODS } from "../../lib/timePeriods";
interface TimePeriodFilterProps {
selectedPeriod: TimePeriod;
onPeriodChange: (period: TimePeriod) => void;
className?: string;
}
export default function TimePeriodFilter({
selectedPeriod,
onPeriodChange,
className = "",
}: TimePeriodFilterProps) {
return (
<div className={`flex items-center gap-4 ${className}`}>
<div className="flex items-center gap-2 text-foreground">
<Calendar size={20} />
<span className="font-medium">Time Period:</span>
</div>
<div className="flex gap-2">
{TIME_PERIODS.map((period) => (
<Button
key={period.value}
onClick={() => onPeriodChange(period)}
variant={
selectedPeriod.value === period.value ? "default" : "outline"
}
size="sm"
>
{period.label}
</Button>
))}
</div>
</div>
);
}

View File

@@ -0,0 +1,147 @@
import {
PieChart,
Pie,
Cell,
ResponsiveContainer,
Tooltip,
Legend,
} from "recharts";
import type { Account } from "../../types/api";
interface TransactionDistributionProps {
accounts: Account[];
className?: string;
}
interface PieDataPoint {
name: string;
value: number;
color: string;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
payload: PieDataPoint;
}>;
}
export default function TransactionDistribution({
accounts,
className,
}: TransactionDistributionProps) {
// Helper function to get bank name from institution_id
const getBankName = (institutionId: string): string => {
const bankMapping: Record<string, string> = {
REVOLUT_REVOLT21: "Revolut",
NUBANK_NUPBBR25: "Nu Pagamentos",
BANCOBPI_BBPIPTPL: "Banco BPI",
// TODO: Add more bank mappings as needed
};
return bankMapping[institutionId] || institutionId.split("_")[0];
};
// Helper function to create display name for account
const getAccountDisplayName = (account: Account): string => {
const bankName = getBankName(account.institution_id);
const accountName = account.name || `Account ${account.id.split("-")[1]}`;
return `${bankName} - ${accountName}`;
};
// Create pie chart data from account balances
const pieData: PieDataPoint[] = accounts.map((account, index) => {
const primaryBalance = account.balances?.[0]?.amount || 0;
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
return {
name: getAccountDisplayName(account),
value: primaryBalance,
color: colors[index % colors.length],
};
});
const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
if (pieData.length === 0 || totalBalance === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Account Distribution
</h3>
<div className="h-80 flex items-center justify-center text-muted-foreground">
No account data available
</div>
</div>
);
}
const CustomTooltip = ({ active, payload }: TooltipProps) => {
if (active && payload && payload.length) {
const data = payload[0].payload;
const percentage = ((data.value / totalBalance) * 100).toFixed(1);
return (
<div className="bg-card p-3 border rounded shadow-lg">
<p className="font-medium text-foreground">{data.name}</p>
<p className="text-primary">
Balance: {data.value.toLocaleString()}
</p>
<p className="text-muted-foreground">{percentage}% of total</p>
</div>
);
}
return null;
};
return (
<div className={className}>
<h3 className="text-lg font-medium text-foreground mb-4">
Account Balance Distribution
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<PieChart>
<Pie
data={pieData}
cx="50%"
cy="50%"
outerRadius={100}
innerRadius={40}
paddingAngle={2}
dataKey="value"
>
{pieData.map((entry, index) => (
<Cell key={`cell-${index}`} fill={entry.color} />
))}
</Pie>
<Tooltip content={<CustomTooltip />} />
<Legend
formatter={(value, entry: { color?: string }) => (
<span style={{ color: entry.color }}>{value}</span>
)}
/>
</PieChart>
</ResponsiveContainer>
</div>
<div className="mt-4 grid grid-cols-1 gap-2">
{pieData.map((item, index) => (
<div
key={index}
className="flex items-center justify-between text-sm"
>
<div className="flex items-center">
<div
className="w-3 h-3 rounded-full mr-2"
style={{ backgroundColor: item.color }}
/>
<span className="text-foreground">{item.name}</span>
</div>
<span className="font-medium text-foreground">
{item.value.toLocaleString()}
</span>
</div>
))}
</div>
</div>
);
}

View File

@@ -0,0 +1,124 @@
import { useState } from "react";
import { Check, ChevronDown, Building2 } from "lucide-react";
import { cn } from "@/lib/utils";
import { Button } from "@/components/ui/button";
import {
Command,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
CommandList,
} from "@/components/ui/command";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
import type { Account } from "../../types/api";
export interface AccountComboboxProps {
accounts?: Account[];
selectedAccount: string;
onAccountChange: (accountId: string) => void;
className?: string;
}
export function AccountCombobox({
accounts = [],
selectedAccount,
onAccountChange,
className,
}: AccountComboboxProps) {
const [open, setOpen] = useState(false);
const selectedAccountData = accounts.find(
(account) => account.id === selectedAccount,
);
const formatAccountName = (account: Account) => {
const displayName = account.display_name || account.name || "Unnamed Account";
return `${displayName} (${account.institution_id})`;
};
return (
<div className={className}>
<Popover open={open} onOpenChange={setOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
role="combobox"
aria-expanded={open}
className="justify-between"
>
<div className="flex items-center">
<Building2 className="mr-2 h-4 w-4" />
{selectedAccountData
? formatAccountName(selectedAccountData)
: "All accounts"}
</div>
<ChevronDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
</Button>
</PopoverTrigger>
<PopoverContent className="w-[300px] p-0">
<Command>
<CommandInput placeholder="Search accounts..." className="h-9" />
<CommandList>
<CommandEmpty>No accounts found.</CommandEmpty>
<CommandGroup>
{/* All accounts option */}
<CommandItem
value="all-accounts"
onSelect={() => {
onAccountChange("");
setOpen(false);
}}
>
<Check
className={cn(
"mr-2 h-4 w-4",
selectedAccount === "" ? "opacity-100" : "opacity-0",
)}
/>
<Building2 className="mr-2 h-4 w-4 text-gray-400" />
All accounts
</CommandItem>
{/* Individual accounts */}
{accounts.map((account) => (
<CommandItem
key={account.id}
value={`${account.display_name || account.name} ${account.institution_id}`}
onSelect={() => {
onAccountChange(account.id);
setOpen(false);
}}
>
<Check
className={cn(
"mr-2 h-4 w-4",
selectedAccount === account.id
? "opacity-100"
: "opacity-0",
)}
/>
<div className="flex flex-col">
<span className="font-medium">
{account.display_name || account.name || "Unnamed Account"}
</span>
<span className="text-xs text-gray-500">
{account.institution_id}
{account.iban && `${account.iban.slice(-4)}`}
</span>
</div>
</CommandItem>
))}
</CommandGroup>
</CommandList>
</Command>
</PopoverContent>
</Popover>
</div>
);
}

View File

@@ -0,0 +1,140 @@
import { X } from "lucide-react";
import { Badge } from "@/components/ui/badge";
import { Button } from "@/components/ui/button";
import { formatDate } from "@/lib/utils";
import type { FilterState } from "./FilterBar";
import type { Account } from "../../types/api";
export interface ActiveFilterChipsProps {
filterState: FilterState;
onFilterChange: (key: keyof FilterState, value: string) => void;
accounts?: Account[];
}
export function ActiveFilterChips({
filterState,
onFilterChange,
accounts = [],
}: ActiveFilterChipsProps) {
const chips: Array<{
key: keyof FilterState;
label: string;
value: string;
}> = [];
// Search term chip
if (filterState.searchTerm) {
chips.push({
key: "searchTerm",
label: `Search: "${filterState.searchTerm}"`,
value: filterState.searchTerm,
});
}
// Account chip
if (filterState.selectedAccount) {
const account = accounts.find(
(acc) => acc.id === filterState.selectedAccount,
);
const accountName = account
? `${account.name || "Unnamed Account"} (${account.institution_id})`
: "Unknown Account";
chips.push({
key: "selectedAccount",
label: accountName,
value: filterState.selectedAccount,
});
}
// Date range chip
if (filterState.startDate || filterState.endDate) {
let dateLabel = "Date: ";
if (filterState.startDate && filterState.endDate) {
if (filterState.startDate === filterState.endDate) {
dateLabel += formatDate(filterState.startDate);
} else {
dateLabel += `${formatDate(filterState.startDate)} - ${formatDate(filterState.endDate)}`;
}
} else if (filterState.startDate) {
dateLabel += `From ${formatDate(filterState.startDate)}`;
} else if (filterState.endDate) {
dateLabel += `Until ${formatDate(filterState.endDate)}`;
}
chips.push({
key: "startDate", // We'll clear both start and end date when removing this chip
label: dateLabel,
value: `${filterState.startDate}-${filterState.endDate}`,
});
}
// Amount range chips
if (filterState.minAmount || filterState.maxAmount) {
let amountLabel = "Amount: ";
const minAmount = filterState.minAmount
? parseFloat(filterState.minAmount)
: null;
const maxAmount = filterState.maxAmount
? parseFloat(filterState.maxAmount)
: null;
if (minAmount && maxAmount) {
amountLabel += `${minAmount} - €${maxAmount}`;
} else if (minAmount) {
amountLabel += `≥ €${minAmount}`;
} else if (maxAmount) {
amountLabel += `≤ €${maxAmount}`;
}
chips.push({
key: "minAmount", // We'll clear both min and max when removing this chip
label: amountLabel,
value: `${filterState.minAmount}-${filterState.maxAmount}`,
});
}
const handleRemoveChip = (key: keyof FilterState) => {
switch (key) {
case "startDate":
// Clear both start and end date
onFilterChange("startDate", "");
onFilterChange("endDate", "");
break;
case "minAmount":
// Clear both min and max amount
onFilterChange("minAmount", "");
onFilterChange("maxAmount", "");
break;
default:
onFilterChange(key, "");
}
};
if (chips.length === 0) {
return null;
}
return (
<div className="flex flex-wrap items-center gap-2">
<span className="text-sm text-gray-600 font-medium">Active filters:</span>
{chips.map((chip) => (
<Badge
key={`${chip.key}-${chip.value}`}
variant="secondary"
className="pl-3 pr-1 py-1 bg-blue-50 text-blue-700 border-blue-200 hover:bg-blue-100"
>
<span className="mr-1 text-xs">{chip.label}</span>
<Button
variant="ghost"
size="sm"
className="h-4 w-4 p-0 hover:bg-blue-200/50"
onClick={() => handleRemoveChip(chip.key)}
>
<X className="h-3 w-3" />
<span className="sr-only">Remove {chip.label} filter</span>
</Button>
</Badge>
))}
</div>
);
}

View File

@@ -0,0 +1,127 @@
import { useState } from "react";
import { MoreHorizontal, Euro } from "lucide-react";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
export interface AdvancedFiltersPopoverProps {
minAmount: string;
maxAmount: string;
onMinAmountChange: (value: string) => void;
onMaxAmountChange: (value: string) => void;
}
export function AdvancedFiltersPopover({
minAmount,
maxAmount,
onMinAmountChange,
onMaxAmountChange,
}: AdvancedFiltersPopoverProps) {
const [open, setOpen] = useState(false);
const hasAdvancedFilters = minAmount || maxAmount;
return (
<Popover open={open} onOpenChange={setOpen}>
<PopoverTrigger asChild>
<Button
variant={hasAdvancedFilters ? "default" : "outline"}
size="default"
className="relative"
>
<MoreHorizontal className="h-4 w-4 mr-2" />
More
{hasAdvancedFilters && (
<div className="absolute -top-1 -right-1 h-2 w-2 bg-blue-600 rounded-full" />
)}
</Button>
</PopoverTrigger>
<PopoverContent className="w-80" align="end">
<div className="space-y-4">
<div className="space-y-2">
<h4 className="font-medium leading-none">Advanced Filters</h4>
<p className="text-sm text-muted-foreground">
Additional filters for more precise results
</p>
</div>
<div className="space-y-4">
<div className="space-y-2">
<label className="text-sm font-medium leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
Amount Range
</label>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1">
<label className="text-xs text-muted-foreground">
Minimum
</label>
<div className="relative">
<Euro className="absolute left-2 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<Input
type="number"
placeholder="0.00"
value={minAmount}
onChange={(e) => onMinAmountChange(e.target.value)}
className="pl-8"
step="0.01"
min="0"
/>
</div>
</div>
<div className="space-y-1">
<label className="text-xs text-muted-foreground">
Maximum
</label>
<div className="relative">
<Euro className="absolute left-2 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<Input
type="number"
placeholder="1000.00"
value={maxAmount}
onChange={(e) => onMaxAmountChange(e.target.value)}
className="pl-8"
step="0.01"
min="0"
/>
</div>
</div>
</div>
<p className="text-xs text-muted-foreground">
Leave empty for no limit
</p>
</div>
{/* Future: Add transaction status filter */}
<div className="pt-2 border-t">
<div className="text-xs text-muted-foreground">
More filters coming soon: transaction status, categories, and
more.
</div>
</div>
{/* Clear advanced filters */}
{hasAdvancedFilters && (
<div className="pt-2">
<Button
variant="outline"
size="sm"
onClick={() => {
onMinAmountChange("");
onMaxAmountChange("");
}}
className="w-full"
>
Clear Advanced Filters
</Button>
</div>
)}
</div>
</div>
</PopoverContent>
</Popover>
);
}

View File

@@ -0,0 +1,213 @@
import { useState } from "react";
import { format } from "date-fns";
import { Calendar as CalendarIcon, ChevronDown } from "lucide-react";
import type { DateRange } from "react-day-picker";
import { cn } from "@/lib/utils";
import { Button } from "@/components/ui/button";
import { Calendar } from "@/components/ui/calendar";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
export interface DateRangePickerProps {
startDate: string;
endDate: string;
onDateRangeChange: (startDate: string, endDate: string) => void;
className?: string;
}
interface DatePreset {
label: string;
getValue: () => { startDate: string; endDate: string };
}
const datePresets: DatePreset[] = [
{
label: "Last 7 days",
getValue: () => {
const endDate = new Date();
const startDate = new Date();
startDate.setDate(endDate.getDate() - 7);
return {
startDate: startDate.toISOString().split("T")[0],
endDate: endDate.toISOString().split("T")[0],
};
},
},
{
label: "This week",
getValue: () => {
const now = new Date();
const dayOfWeek = now.getDay();
const startOfWeek = new Date(now);
startOfWeek.setDate(
now.getDate() - dayOfWeek + (dayOfWeek === 0 ? -6 : 1),
); // Monday as start
const endOfWeek = new Date(startOfWeek);
endOfWeek.setDate(startOfWeek.getDate() + 6);
return {
startDate: startOfWeek.toISOString().split("T")[0],
endDate: endOfWeek.toISOString().split("T")[0],
};
},
},
{
label: "Last 30 days",
getValue: () => {
const endDate = new Date();
const startDate = new Date();
startDate.setDate(endDate.getDate() - 30);
return {
startDate: startDate.toISOString().split("T")[0],
endDate: endDate.toISOString().split("T")[0],
};
},
},
{
label: "This month",
getValue: () => {
const now = new Date();
const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
return {
startDate: startOfMonth.toISOString().split("T")[0],
endDate: endOfMonth.toISOString().split("T")[0],
};
},
},
{
label: "This year",
getValue: () => {
const now = new Date();
const startOfYear = new Date(now.getFullYear(), 0, 1);
const endOfYear = new Date(now.getFullYear(), 11, 31);
return {
startDate: startOfYear.toISOString().split("T")[0],
endDate: endOfYear.toISOString().split("T")[0],
};
},
},
];
export function DateRangePicker({
startDate,
endDate,
onDateRangeChange,
className,
}: DateRangePickerProps) {
const [open, setOpen] = useState(false);
// Convert string dates to Date objects for the calendar
const dateRange: DateRange | undefined =
startDate && endDate
? {
from: new Date(startDate),
to: new Date(endDate),
}
: undefined;
const handleDateRangeSelect = (range: DateRange | undefined) => {
if (range?.from && range?.to) {
onDateRangeChange(
range.from.toISOString().split("T")[0],
range.to.toISOString().split("T")[0],
);
} else if (range?.from && !range?.to) {
onDateRangeChange(
range.from.toISOString().split("T")[0],
range.from.toISOString().split("T")[0],
);
}
};
const handlePresetClick = (preset: DatePreset) => {
const { startDate: presetStart, endDate: presetEnd } = preset.getValue();
onDateRangeChange(presetStart, presetEnd);
setOpen(false);
};
const formatDateRange = () => {
if (!startDate || !endDate) {
return "Select date range";
}
const start = new Date(startDate);
const end = new Date(endDate);
// Check if it matches a preset
const matchingPreset = datePresets.find((preset) => {
const { startDate: presetStart, endDate: presetEnd } = preset.getValue();
return presetStart === startDate && presetEnd === endDate;
});
if (matchingPreset) {
return matchingPreset.label;
}
// Format custom range
if (startDate === endDate) {
return format(start, "MMM d, yyyy");
}
return `${format(start, "MMM d")} - ${format(end, "MMM d, yyyy")}`;
};
return (
<div className={cn("grid gap-2", className)}>
<Popover open={open} onOpenChange={setOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
className={cn(
"justify-between text-left font-normal",
!dateRange && "text-muted-foreground",
)}
>
<div className="flex items-center">
<CalendarIcon className="mr-2 h-4 w-4" />
{formatDateRange()}
</div>
<ChevronDown className="h-4 w-4 opacity-50" />
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<div className="flex">
{/* Presets */}
<div className="border-r p-3 space-y-1">
<div className="text-sm font-medium text-gray-700 mb-2">
Quick select
</div>
{datePresets.map((preset) => (
<Button
key={preset.label}
variant="ghost"
size="sm"
className="w-full justify-start text-sm"
onClick={() => handlePresetClick(preset)}
>
{preset.label}
</Button>
))}
</div>
{/* Calendar */}
<Calendar
initialFocus
mode="range"
defaultMonth={dateRange?.from}
selected={dateRange}
onSelect={handleDateRangeSelect}
numberOfMonths={2}
/>
</div>
</PopoverContent>
</Popover>
</div>
);
}

View File

@@ -0,0 +1,140 @@
import { Search, X } from "lucide-react";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { cn } from "@/lib/utils";
import { DateRangePicker } from "./DateRangePicker";
import { AccountCombobox } from "./AccountCombobox";
import { ActiveFilterChips } from "./ActiveFilterChips";
import { AdvancedFiltersPopover } from "./AdvancedFiltersPopover";
import type { Account } from "../../types/api";
export interface FilterState {
searchTerm: string;
selectedAccount: string;
startDate: string;
endDate: string;
minAmount: string;
maxAmount: string;
}
export interface FilterBarProps {
filterState: FilterState;
onFilterChange: (key: keyof FilterState, value: string) => void;
onClearFilters: () => void;
accounts?: Account[];
isSearchLoading?: boolean;
showRunningBalance: boolean;
onToggleRunningBalance: () => void;
className?: string;
}
export function FilterBar({
filterState,
onFilterChange,
onClearFilters,
accounts,
isSearchLoading = false,
showRunningBalance,
onToggleRunningBalance,
className,
}: FilterBarProps) {
const hasActiveFilters =
filterState.searchTerm ||
filterState.selectedAccount ||
filterState.startDate ||
filterState.endDate ||
filterState.minAmount ||
filterState.maxAmount;
const handleDateRangeChange = (startDate: string, endDate: string) => {
onFilterChange("startDate", startDate);
onFilterChange("endDate", endDate);
};
return (
<div className={cn("bg-card rounded-lg shadow border", className)}>
{/* Main Filter Bar */}
<div className="px-6 py-4">
<div className="flex items-center justify-between mb-4">
<h3 className="text-lg font-semibold text-card-foreground">
Transactions
</h3>
<Button
onClick={onToggleRunningBalance}
variant={showRunningBalance ? "default" : "outline"}
size="sm"
>
Balance
</Button>
</div>
{/* Primary Filters Row */}
<div className="flex flex-wrap items-center gap-3 mb-4">
{/* Search Input */}
<div className="relative flex-1 min-w-[240px]">
<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Search transactions..."
value={filterState.searchTerm}
onChange={(e) => onFilterChange("searchTerm", e.target.value)}
className="pl-9 pr-8 bg-background"
/>
{isSearchLoading && (
<div className="absolute right-3 top-1/2 transform -translate-y-1/2">
<div className="animate-spin h-4 w-4 border-2 border-border border-t-primary rounded-full"></div>
</div>
)}
</div>
{/* Account Selection */}
<AccountCombobox
accounts={accounts}
selectedAccount={filterState.selectedAccount}
onAccountChange={(accountId) =>
onFilterChange("selectedAccount", accountId)
}
className="w-[200px]"
/>
{/* Date Range Picker */}
<DateRangePicker
startDate={filterState.startDate}
endDate={filterState.endDate}
onDateRangeChange={handleDateRangeChange}
className="w-[240px]"
/>
{/* Advanced Filters Button */}
<AdvancedFiltersPopover
minAmount={filterState.minAmount}
maxAmount={filterState.maxAmount}
onMinAmountChange={(value) => onFilterChange("minAmount", value)}
onMaxAmountChange={(value) => onFilterChange("maxAmount", value)}
/>
{/* Clear Filters Button */}
{hasActiveFilters && (
<Button
onClick={onClearFilters}
variant="outline"
size="sm"
className="text-muted-foreground"
>
<X className="h-4 w-4 mr-1" />
Clear All
</Button>
)}
</div>
{/* Active Filter Chips */}
{hasActiveFilters && (
<ActiveFilterChips
filterState={filterState}
onFilterChange={onFilterChange}
accounts={accounts}
/>
)}
</div>
</div>
);
}

View File

@@ -0,0 +1,6 @@
export { FilterBar } from "./FilterBar";
export { DateRangePicker } from "./DateRangePicker";
export { AccountCombobox } from "./AccountCombobox";
export { ActiveFilterChips } from "./ActiveFilterChips";
export { AdvancedFiltersPopover } from "./AdvancedFiltersPopover";
export type { FilterState, FilterBarProps } from "./FilterBar";

View File

@@ -0,0 +1,59 @@
import * as React from "react";
import { cva, type VariantProps } from "class-variance-authority";
import { cn } from "@/lib/utils";
const alertVariants = cva(
"relative w-full rounded-lg border p-4 [&>svg~*]:pl-7 [&>svg+div]:translate-y-[-3px] [&>svg]:absolute [&>svg]:left-4 [&>svg]:top-4 [&>svg]:text-foreground",
{
variants: {
variant: {
default: "bg-background text-foreground",
destructive:
"border-destructive/50 text-destructive dark:border-destructive [&>svg]:text-destructive",
},
},
defaultVariants: {
variant: "default",
},
},
);
const Alert = React.forwardRef<
HTMLDivElement,
React.HTMLAttributes<HTMLDivElement> & VariantProps<typeof alertVariants>
>(({ className, variant, ...props }, ref) => (
<div
ref={ref}
role="alert"
className={cn(alertVariants({ variant }), className)}
{...props}
/>
));
Alert.displayName = "Alert";
const AlertTitle = React.forwardRef<
HTMLParagraphElement,
React.HTMLAttributes<HTMLHeadingElement>
>(({ className, ...props }, ref) => (
<h5
ref={ref}
className={cn("mb-1 font-medium leading-none tracking-tight", className)}
{...props}
/>
));
AlertTitle.displayName = "AlertTitle";
const AlertDescription = React.forwardRef<
HTMLParagraphElement,
React.HTMLAttributes<HTMLParagraphElement>
>(({ className, ...props }, ref) => (
<div
ref={ref}
className={cn("text-sm [&_p]:leading-relaxed", className)}
{...props}
/>
));
AlertDescription.displayName = "AlertDescription";
export { Alert, AlertTitle, AlertDescription };

View File

@@ -0,0 +1,36 @@
import * as React from "react";
import { cva, type VariantProps } from "class-variance-authority";
import { cn } from "@/lib/utils";
const badgeVariants = cva(
"inline-flex items-center rounded-md border px-2.5 py-0.5 text-xs font-semibold transition-colors focus:outline-none focus:ring-2 focus:ring-ring focus:ring-offset-2",
{
variants: {
variant: {
default:
"border-transparent bg-primary text-primary-foreground shadow hover:bg-primary/80",
secondary:
"border-transparent bg-secondary text-secondary-foreground hover:bg-secondary/80",
destructive:
"border-transparent bg-destructive text-destructive-foreground shadow hover:bg-destructive/80",
outline: "text-foreground",
},
},
defaultVariants: {
variant: "default",
},
},
);
export interface BadgeProps
extends React.HTMLAttributes<HTMLDivElement>,
VariantProps<typeof badgeVariants> {}
function Badge({ className, variant, ...props }: BadgeProps) {
return (
<div className={cn(badgeVariants({ variant }), className)} {...props} />
);
}
export { Badge, badgeVariants };

View File

@@ -0,0 +1,57 @@
import * as React from "react";
import { Slot } from "@radix-ui/react-slot";
import { cva, type VariantProps } from "class-variance-authority";
import { cn } from "@/lib/utils";
const buttonVariants = cva(
"inline-flex items-center justify-center gap-2 whitespace-nowrap rounded-md text-sm font-medium transition-colors focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:pointer-events-none disabled:opacity-50 [&_svg]:pointer-events-none [&_svg]:size-4 [&_svg]:shrink-0",
{
variants: {
variant: {
default:
"bg-primary text-primary-foreground shadow hover:bg-primary/90",
destructive:
"bg-destructive text-destructive-foreground shadow-sm hover:bg-destructive/90",
outline:
"border border-input bg-background shadow-sm hover:bg-accent hover:text-accent-foreground",
secondary:
"bg-secondary text-secondary-foreground shadow-sm hover:bg-secondary/80",
ghost: "hover:bg-accent hover:text-accent-foreground",
link: "text-primary underline-offset-4 hover:underline",
},
size: {
default: "h-9 px-4 py-2",
sm: "h-8 rounded-md px-3 text-xs",
lg: "h-10 rounded-md px-8",
icon: "h-9 w-9",
},
},
defaultVariants: {
variant: "default",
size: "default",
},
},
);
export interface ButtonProps
extends React.ButtonHTMLAttributes<HTMLButtonElement>,
VariantProps<typeof buttonVariants> {
asChild?: boolean;
}
const Button = React.forwardRef<HTMLButtonElement, ButtonProps>(
({ className, variant, size, asChild = false, ...props }, ref) => {
const Comp = asChild ? Slot : "button";
return (
<Comp
className={cn(buttonVariants({ variant, size, className }))}
ref={ref}
{...props}
/>
);
},
);
Button.displayName = "Button";
export { Button, buttonVariants };

View File

@@ -0,0 +1,211 @@
import * as React from "react";
import {
ChevronDownIcon,
ChevronLeftIcon,
ChevronRightIcon,
} from "lucide-react";
import { DayButton, DayPicker, getDefaultClassNames } from "react-day-picker";
import { cn } from "@/lib/utils";
import { Button, buttonVariants } from "@/components/ui/button";
function Calendar({
className,
classNames,
showOutsideDays = true,
captionLayout = "label",
buttonVariant = "ghost",
formatters,
components,
...props
}: React.ComponentProps<typeof DayPicker> & {
buttonVariant?: React.ComponentProps<typeof Button>["variant"];
}) {
const defaultClassNames = getDefaultClassNames();
return (
<DayPicker
showOutsideDays={showOutsideDays}
className={cn(
"bg-background group/calendar p-3 [--cell-size:2rem] [[data-slot=card-content]_&]:bg-transparent [[data-slot=popover-content]_&]:bg-transparent",
String.raw`rtl:**:[.rdp-button\_next>svg]:rotate-180`,
String.raw`rtl:**:[.rdp-button\_previous>svg]:rotate-180`,
className,
)}
captionLayout={captionLayout}
formatters={{
formatMonthDropdown: (date) =>
date.toLocaleString("default", { month: "short" }),
...formatters,
}}
classNames={{
root: cn("w-fit", defaultClassNames.root),
months: cn(
"relative flex flex-col gap-4 md:flex-row",
defaultClassNames.months,
),
month: cn("flex w-full flex-col gap-4", defaultClassNames.month),
nav: cn(
"absolute inset-x-0 top-0 flex w-full items-center justify-between gap-1",
defaultClassNames.nav,
),
button_previous: cn(
buttonVariants({ variant: buttonVariant }),
"h-[--cell-size] w-[--cell-size] select-none p-0 aria-disabled:opacity-50",
defaultClassNames.button_previous,
),
button_next: cn(
buttonVariants({ variant: buttonVariant }),
"h-[--cell-size] w-[--cell-size] select-none p-0 aria-disabled:opacity-50",
defaultClassNames.button_next,
),
month_caption: cn(
"flex h-[--cell-size] w-full items-center justify-center px-[--cell-size]",
defaultClassNames.month_caption,
),
dropdowns: cn(
"flex h-[--cell-size] w-full items-center justify-center gap-1.5 text-sm font-medium",
defaultClassNames.dropdowns,
),
dropdown_root: cn(
"has-focus:border-ring border-input shadow-xs has-focus:ring-ring/50 has-focus:ring-[3px] relative rounded-md border",
defaultClassNames.dropdown_root,
),
dropdown: cn(
"bg-popover absolute inset-0 opacity-0",
defaultClassNames.dropdown,
),
caption_label: cn(
"select-none font-medium",
captionLayout === "label"
? "text-sm"
: "[&>svg]:text-muted-foreground flex h-8 items-center gap-1 rounded-md pl-2 pr-1 text-sm [&>svg]:size-3.5",
defaultClassNames.caption_label,
),
table: "w-full border-collapse",
weekdays: cn("flex", defaultClassNames.weekdays),
weekday: cn(
"text-muted-foreground flex-1 select-none rounded-md text-[0.8rem] font-normal",
defaultClassNames.weekday,
),
week: cn("mt-2 flex w-full", defaultClassNames.week),
week_number_header: cn(
"w-[--cell-size] select-none",
defaultClassNames.week_number_header,
),
week_number: cn(
"text-muted-foreground select-none text-[0.8rem]",
defaultClassNames.week_number,
),
day: cn(
"group/day relative aspect-square h-full w-full select-none p-0 text-center [&:first-child[data-selected=true]_button]:rounded-l-md [&:last-child[data-selected=true]_button]:rounded-r-md",
defaultClassNames.day,
),
range_start: cn(
"bg-accent rounded-l-md",
defaultClassNames.range_start,
),
range_middle: cn("rounded-none", defaultClassNames.range_middle),
range_end: cn("bg-accent rounded-r-md", defaultClassNames.range_end),
today: cn(
"bg-accent text-accent-foreground rounded-md data-[selected=true]:rounded-none",
defaultClassNames.today,
),
outside: cn(
"text-muted-foreground aria-selected:text-muted-foreground",
defaultClassNames.outside,
),
disabled: cn(
"text-muted-foreground opacity-50",
defaultClassNames.disabled,
),
hidden: cn("invisible", defaultClassNames.hidden),
...classNames,
}}
components={{
Root: ({ className, rootRef, ...props }) => {
return (
<div
data-slot="calendar"
ref={rootRef}
className={cn(className)}
{...props}
/>
);
},
Chevron: ({ className, orientation, ...props }) => {
if (orientation === "left") {
return (
<ChevronLeftIcon className={cn("size-4", className)} {...props} />
);
}
if (orientation === "right") {
return (
<ChevronRightIcon
className={cn("size-4", className)}
{...props}
/>
);
}
return (
<ChevronDownIcon className={cn("size-4", className)} {...props} />
);
},
DayButton: CalendarDayButton,
WeekNumber: ({ children, ...props }) => {
return (
<td {...props}>
<div className="flex size-[--cell-size] items-center justify-center text-center">
{children}
</div>
</td>
);
},
...components,
}}
{...props}
/>
);
}
function CalendarDayButton({
className,
day,
modifiers,
...props
}: React.ComponentProps<typeof DayButton>) {
const defaultClassNames = getDefaultClassNames();
const ref = React.useRef<HTMLButtonElement>(null);
React.useEffect(() => {
if (modifiers.focused) ref.current?.focus();
}, [modifiers.focused]);
return (
<Button
ref={ref}
variant="ghost"
size="icon"
data-day={day.date.toLocaleDateString()}
data-selected-single={
modifiers.selected &&
!modifiers.range_start &&
!modifiers.range_end &&
!modifiers.range_middle
}
data-range-start={modifiers.range_start}
data-range-end={modifiers.range_end}
data-range-middle={modifiers.range_middle}
className={cn(
"data-[selected-single=true]:bg-primary data-[selected-single=true]:text-primary-foreground data-[range-middle=true]:bg-accent data-[range-middle=true]:text-accent-foreground data-[range-start=true]:bg-primary data-[range-start=true]:text-primary-foreground data-[range-end=true]:bg-primary data-[range-end=true]:text-primary-foreground group-data-[focused=true]/day:border-ring group-data-[focused=true]/day:ring-ring/50 flex aspect-square h-auto w-full min-w-[--cell-size] flex-col gap-1 font-normal leading-none data-[range-end=true]:rounded-md data-[range-middle=true]:rounded-none data-[range-start=true]:rounded-md group-data-[focused=true]/day:relative group-data-[focused=true]/day:z-10 group-data-[focused=true]/day:ring-[3px] [&>span]:text-xs [&>span]:opacity-70",
defaultClassNames.day,
className,
)}
{...props}
/>
);
}
export { Calendar, CalendarDayButton };

View File

@@ -0,0 +1,86 @@
import * as React from "react";
import { cn } from "@/lib/utils";
const Card = React.forwardRef<
HTMLDivElement,
React.HTMLAttributes<HTMLDivElement>
>(({ className, ...props }, ref) => (
<div
ref={ref}
className={cn(
"rounded-lg border bg-card text-card-foreground shadow-sm",
className,
)}
{...props}
/>
));
Card.displayName = "Card";
const CardHeader = React.forwardRef<
HTMLDivElement,
React.HTMLAttributes<HTMLDivElement>
>(({ className, ...props }, ref) => (
<div
ref={ref}
className={cn("flex flex-col space-y-1.5 p-6", className)}
{...props}
/>
));
CardHeader.displayName = "CardHeader";
const CardTitle = React.forwardRef<
HTMLParagraphElement,
React.HTMLAttributes<HTMLHeadingElement>
>(({ className, ...props }, ref) => (
<h3
ref={ref}
className={cn(
"text-2xl font-semibold leading-none tracking-tight",
className,
)}
{...props}
/>
));
CardTitle.displayName = "CardTitle";
const CardDescription = React.forwardRef<
HTMLParagraphElement,
React.HTMLAttributes<HTMLParagraphElement>
>(({ className, ...props }, ref) => (
<p
ref={ref}
className={cn("text-sm text-muted-foreground", className)}
{...props}
/>
));
CardDescription.displayName = "CardDescription";
const CardContent = React.forwardRef<
HTMLDivElement,
React.HTMLAttributes<HTMLDivElement>
>(({ className, ...props }, ref) => (
<div ref={ref} className={cn("p-6 pt-0", className)} {...props} />
));
CardContent.displayName = "CardContent";
const CardFooter = React.forwardRef<
HTMLDivElement,
React.HTMLAttributes<HTMLDivElement>
>(({ className, ...props }, ref) => (
<div
ref={ref}
className={cn("flex items-center p-6 pt-0", className)}
{...props}
/>
));
CardFooter.displayName = "CardFooter";
export {
Card,
CardHeader,
CardFooter,
CardTitle,
CardDescription,
CardContent,
};

View File

@@ -0,0 +1,153 @@
"use client";
import * as React from "react";
import { type DialogProps } from "@radix-ui/react-dialog";
import { Command as CommandPrimitive } from "cmdk";
import { Search } from "lucide-react";
import { cn } from "@/lib/utils";
import { Dialog, DialogContent } from "@/components/ui/dialog";
const Command = React.forwardRef<
React.ElementRef<typeof CommandPrimitive>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive>
>(({ className, ...props }, ref) => (
<CommandPrimitive
ref={ref}
className={cn(
"flex h-full w-full flex-col overflow-hidden rounded-md bg-popover text-popover-foreground",
className,
)}
{...props}
/>
));
Command.displayName = CommandPrimitive.displayName;
const CommandDialog = ({ children, ...props }: DialogProps) => {
return (
<Dialog {...props}>
<DialogContent className="overflow-hidden p-0">
<Command className="[&_[cmdk-group-heading]]:px-2 [&_[cmdk-group-heading]]:font-medium [&_[cmdk-group-heading]]:text-muted-foreground [&_[cmdk-group]:not([hidden])_~[cmdk-group]]:pt-0 [&_[cmdk-group]]:px-2 [&_[cmdk-input-wrapper]_svg]:h-5 [&_[cmdk-input-wrapper]_svg]:w-5 [&_[cmdk-input]]:h-12 [&_[cmdk-item]]:px-2 [&_[cmdk-item]]:py-3 [&_[cmdk-item]_svg]:h-5 [&_[cmdk-item]_svg]:w-5">
{children}
</Command>
</DialogContent>
</Dialog>
);
};
const CommandInput = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.Input>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.Input>
>(({ className, ...props }, ref) => (
<div className="flex items-center border-b px-3" cmdk-input-wrapper="">
<Search className="mr-2 h-4 w-4 shrink-0 opacity-50" />
<CommandPrimitive.Input
ref={ref}
className={cn(
"flex h-10 w-full rounded-md bg-transparent py-3 text-sm outline-none placeholder:text-muted-foreground disabled:cursor-not-allowed disabled:opacity-50",
className,
)}
{...props}
/>
</div>
));
CommandInput.displayName = CommandPrimitive.Input.displayName;
const CommandList = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.List>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.List>
>(({ className, ...props }, ref) => (
<CommandPrimitive.List
ref={ref}
className={cn("max-h-[300px] overflow-y-auto overflow-x-hidden", className)}
{...props}
/>
));
CommandList.displayName = CommandPrimitive.List.displayName;
const CommandEmpty = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.Empty>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.Empty>
>((props, ref) => (
<CommandPrimitive.Empty
ref={ref}
className="py-6 text-center text-sm"
{...props}
/>
));
CommandEmpty.displayName = CommandPrimitive.Empty.displayName;
const CommandGroup = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.Group>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.Group>
>(({ className, ...props }, ref) => (
<CommandPrimitive.Group
ref={ref}
className={cn(
"overflow-hidden p-1 text-foreground [&_[cmdk-group-heading]]:px-2 [&_[cmdk-group-heading]]:py-1.5 [&_[cmdk-group-heading]]:text-xs [&_[cmdk-group-heading]]:font-medium [&_[cmdk-group-heading]]:text-muted-foreground",
className,
)}
{...props}
/>
));
CommandGroup.displayName = CommandPrimitive.Group.displayName;
const CommandSeparator = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.Separator>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.Separator>
>(({ className, ...props }, ref) => (
<CommandPrimitive.Separator
ref={ref}
className={cn("-mx-1 h-px bg-border", className)}
{...props}
/>
));
CommandSeparator.displayName = CommandPrimitive.Separator.displayName;
const CommandItem = React.forwardRef<
React.ElementRef<typeof CommandPrimitive.Item>,
React.ComponentPropsWithoutRef<typeof CommandPrimitive.Item>
>(({ className, ...props }, ref) => (
<CommandPrimitive.Item
ref={ref}
className={cn(
"relative flex cursor-default gap-2 select-none items-center rounded-sm px-2 py-1.5 text-sm outline-none data-[disabled=true]:pointer-events-none data-[selected=true]:bg-accent data-[selected=true]:text-accent-foreground data-[disabled=true]:opacity-50 [&_svg]:pointer-events-none [&_svg]:size-4 [&_svg]:shrink-0",
className,
)}
{...props}
/>
));
CommandItem.displayName = CommandPrimitive.Item.displayName;
const CommandShortcut = ({
className,
...props
}: React.HTMLAttributes<HTMLSpanElement>) => {
return (
<span
className={cn(
"ml-auto text-xs tracking-widest text-muted-foreground",
className,
)}
{...props}
/>
);
};
CommandShortcut.displayName = "CommandShortcut";
export {
Command,
CommandDialog,
CommandInput,
CommandList,
CommandEmpty,
CommandGroup,
CommandItem,
CommandShortcut,
CommandSeparator,
};

View File

@@ -0,0 +1,137 @@
import {
ChevronLeft,
ChevronRight,
ChevronsLeft,
ChevronsRight,
} from "lucide-react";
import { Button } from "@/components/ui/button";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
interface DataTablePaginationProps {
currentPage: number;
totalPages: number;
pageSize: number;
total: number;
hasNext: boolean;
hasPrev: boolean;
onPageChange: (page: number) => void;
onPageSizeChange: (pageSize: number) => void;
}
export function DataTablePagination({
currentPage,
totalPages,
pageSize,
total,
hasNext,
hasPrev,
onPageChange,
onPageSizeChange,
}: DataTablePaginationProps) {
return (
<div className="flex items-center justify-between px-2 py-4">
<div className="hidden sm:flex sm:flex-1 sm:items-center sm:justify-between">
<div className="flex items-center space-x-6 lg:space-x-8">
<div className="flex items-center space-x-2">
<p className="text-sm font-medium text-foreground">Rows per page</p>
<Select
value={`${pageSize}`}
onValueChange={(value) => {
onPageSizeChange(Number(value));
onPageChange(1); // Reset to first page when changing page size
}}
>
<SelectTrigger className="h-8 w-[70px]">
<SelectValue placeholder={pageSize} />
</SelectTrigger>
<SelectContent side="top">
{[10, 25, 50, 100].map((pageSize) => (
<SelectItem key={pageSize} value={`${pageSize}`}>
{pageSize}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="flex w-[100px] items-center justify-center text-sm font-medium text-foreground">
Page {currentPage} of {totalPages}
</div>
<div className="flex items-center space-x-2">
<Button
variant="outline"
className="hidden h-8 w-8 p-0 lg:flex"
onClick={() => onPageChange(1)}
disabled={currentPage === 1}
>
<span className="sr-only">Go to first page</span>
<ChevronsLeft className="h-4 w-4" />
</Button>
<Button
variant="outline"
className="h-8 w-8 p-0"
onClick={() => onPageChange(currentPage - 1)}
disabled={!hasPrev}
>
<span className="sr-only">Go to previous page</span>
<ChevronLeft className="h-4 w-4" />
</Button>
<Button
variant="outline"
className="h-8 w-8 p-0"
onClick={() => onPageChange(currentPage + 1)}
disabled={!hasNext}
>
<span className="sr-only">Go to next page</span>
<ChevronRight className="h-4 w-4" />
</Button>
<Button
variant="outline"
className="hidden h-8 w-8 p-0 lg:flex"
onClick={() => onPageChange(totalPages)}
disabled={currentPage === totalPages}
>
<span className="sr-only">Go to last page</span>
<ChevronsRight className="h-4 w-4" />
</Button>
</div>
</div>
<div className="text-sm text-muted-foreground">
Showing {(currentPage - 1) * pageSize + 1} to{" "}
{Math.min(currentPage * pageSize, total)} of {total} entries
</div>
</div>
{/* Mobile view */}
<div className="flex w-full items-center justify-between space-x-4 sm:hidden">
<div className="text-sm text-muted-foreground">
Page {currentPage} of {totalPages}
</div>
<div className="flex items-center space-x-2">
<Button
variant="outline"
size="sm"
onClick={() => onPageChange(currentPage - 1)}
disabled={!hasPrev}
>
Previous
</Button>
<Button
variant="outline"
size="sm"
onClick={() => onPageChange(currentPage + 1)}
disabled={!hasNext}
>
Next
</Button>
</div>
</div>
</div>
);
}

View File

@@ -0,0 +1,120 @@
import * as React from "react";
import * as DialogPrimitive from "@radix-ui/react-dialog";
import { X } from "lucide-react";
import { cn } from "@/lib/utils";
const Dialog = DialogPrimitive.Root;
const DialogTrigger = DialogPrimitive.Trigger;
const DialogPortal = DialogPrimitive.Portal;
const DialogClose = DialogPrimitive.Close;
const DialogOverlay = React.forwardRef<
React.ElementRef<typeof DialogPrimitive.Overlay>,
React.ComponentPropsWithoutRef<typeof DialogPrimitive.Overlay>
>(({ className, ...props }, ref) => (
<DialogPrimitive.Overlay
ref={ref}
className={cn(
"fixed inset-0 z-50 bg-black/80 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0",
className,
)}
{...props}
/>
));
DialogOverlay.displayName = DialogPrimitive.Overlay.displayName;
const DialogContent = React.forwardRef<
React.ElementRef<typeof DialogPrimitive.Content>,
React.ComponentPropsWithoutRef<typeof DialogPrimitive.Content>
>(({ className, children, ...props }, ref) => (
<DialogPortal>
<DialogOverlay />
<DialogPrimitive.Content
ref={ref}
className={cn(
"fixed left-[50%] top-[50%] z-50 grid w-full max-w-lg translate-x-[-50%] translate-y-[-50%] gap-4 border bg-background p-6 shadow-lg duration-200 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[state=closed]:slide-out-to-left-1/2 data-[state=closed]:slide-out-to-top-[48%] data-[state=open]:slide-in-from-left-1/2 data-[state=open]:slide-in-from-top-[48%] sm:rounded-lg",
className,
)}
{...props}
>
{children}
<DialogPrimitive.Close className="absolute right-4 top-4 rounded-sm opacity-70 ring-offset-background transition-opacity hover:opacity-100 focus:outline-none focus:ring-2 focus:ring-ring focus:ring-offset-2 disabled:pointer-events-none data-[state=open]:bg-accent data-[state=open]:text-muted-foreground">
<X className="h-4 w-4" />
<span className="sr-only">Close</span>
</DialogPrimitive.Close>
</DialogPrimitive.Content>
</DialogPortal>
));
DialogContent.displayName = DialogPrimitive.Content.displayName;
const DialogHeader = ({
className,
...props
}: React.HTMLAttributes<HTMLDivElement>) => (
<div
className={cn(
"flex flex-col space-y-1.5 text-center sm:text-left",
className,
)}
{...props}
/>
);
DialogHeader.displayName = "DialogHeader";
const DialogFooter = ({
className,
...props
}: React.HTMLAttributes<HTMLDivElement>) => (
<div
className={cn(
"flex flex-col-reverse sm:flex-row sm:justify-end sm:space-x-2",
className,
)}
{...props}
/>
);
DialogFooter.displayName = "DialogFooter";
const DialogTitle = React.forwardRef<
React.ElementRef<typeof DialogPrimitive.Title>,
React.ComponentPropsWithoutRef<typeof DialogPrimitive.Title>
>(({ className, ...props }, ref) => (
<DialogPrimitive.Title
ref={ref}
className={cn(
"text-lg font-semibold leading-none tracking-tight",
className,
)}
{...props}
/>
));
DialogTitle.displayName = DialogPrimitive.Title.displayName;
const DialogDescription = React.forwardRef<
React.ElementRef<typeof DialogPrimitive.Description>,
React.ComponentPropsWithoutRef<typeof DialogPrimitive.Description>
>(({ className, ...props }, ref) => (
<DialogPrimitive.Description
ref={ref}
className={cn("text-sm text-muted-foreground", className)}
{...props}
/>
));
DialogDescription.displayName = DialogPrimitive.Description.displayName;
export {
Dialog,
DialogPortal,
DialogOverlay,
DialogTrigger,
DialogClose,
DialogContent,
DialogHeader,
DialogFooter,
DialogTitle,
DialogDescription,
};

View File

@@ -0,0 +1,22 @@
import * as React from "react";
import { cn } from "@/lib/utils";
const Input = React.forwardRef<HTMLInputElement, React.ComponentProps<"input">>(
({ className, type, ...props }, ref) => {
return (
<input
type={type}
className={cn(
"flex h-9 w-full rounded-md border border-input bg-transparent px-3 py-1 text-base shadow-sm transition-colors file:border-0 file:bg-transparent file:text-sm file:font-medium file:text-foreground placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:cursor-not-allowed disabled:opacity-50 md:text-sm",
className,
)}
ref={ref}
{...props}
/>
);
},
);
Input.displayName = "Input";
export { Input };

View File

@@ -0,0 +1,19 @@
import * as React from "react";
import { cn } from "@/lib/utils";
const Label = React.forwardRef<
HTMLLabelElement,
React.LabelHTMLAttributes<HTMLLabelElement>
>(({ className, ...props }, ref) => (
<label
ref={ref}
className={cn(
"text-sm font-medium leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70",
className,
)}
{...props}
/>
));
Label.displayName = "Label";
export { Label };

View File

@@ -0,0 +1,118 @@
import * as React from "react";
import { ChevronLeft, ChevronRight, MoreHorizontal } from "lucide-react";
import { cn } from "@/lib/utils";
import { buttonVariants } from "@/components/ui/button";
import type { ButtonProps } from "@/components/ui/button";
const Pagination = ({ className, ...props }: React.ComponentProps<"nav">) => (
<nav
role="navigation"
aria-label="pagination"
className={cn("mx-auto flex w-full justify-center", className)}
{...props}
/>
);
Pagination.displayName = "Pagination";
const PaginationContent = React.forwardRef<
HTMLUListElement,
React.ComponentProps<"ul">
>(({ className, ...props }, ref) => (
<ul
ref={ref}
className={cn("flex flex-row items-center gap-1", className)}
{...props}
/>
));
PaginationContent.displayName = "PaginationContent";
const PaginationItem = React.forwardRef<
HTMLLIElement,
React.ComponentProps<"li">
>(({ className, ...props }, ref) => (
<li ref={ref} className={cn("", className)} {...props} />
));
PaginationItem.displayName = "PaginationItem";
type PaginationLinkProps = {
isActive?: boolean;
} & Pick<ButtonProps, "size"> &
React.ComponentProps<"a">;
const PaginationLink = ({
className,
isActive,
size = "icon",
...props
}: PaginationLinkProps) => (
<a
aria-current={isActive ? "page" : undefined}
className={cn(
buttonVariants({
variant: isActive ? "outline" : "ghost",
size,
}),
className,
)}
{...props}
/>
);
PaginationLink.displayName = "PaginationLink";
const PaginationPrevious = ({
className,
...props
}: React.ComponentProps<typeof PaginationLink>) => (
<PaginationLink
aria-label="Go to previous page"
size="default"
className={cn("gap-1 pl-2.5", className)}
{...props}
>
<ChevronLeft className="h-4 w-4" />
<span>Previous</span>
</PaginationLink>
);
PaginationPrevious.displayName = "PaginationPrevious";
const PaginationNext = ({
className,
...props
}: React.ComponentProps<typeof PaginationLink>) => (
<PaginationLink
aria-label="Go to next page"
size="default"
className={cn("gap-1 pr-2.5", className)}
{...props}
>
<span>Next</span>
<ChevronRight className="h-4 w-4" />
</PaginationLink>
);
PaginationNext.displayName = "PaginationNext";
const PaginationEllipsis = ({
className,
...props
}: React.ComponentProps<"span">) => (
<span
aria-hidden
className={cn("flex h-9 w-9 items-center justify-center", className)}
{...props}
>
<MoreHorizontal className="h-4 w-4" />
<span className="sr-only">More pages</span>
</span>
);
PaginationEllipsis.displayName = "PaginationEllipsis";
export {
Pagination,
PaginationContent,
PaginationEllipsis,
PaginationItem,
PaginationLink,
PaginationNext,
PaginationPrevious,
};

View File

@@ -0,0 +1,31 @@
import * as React from "react";
import * as PopoverPrimitive from "@radix-ui/react-popover";
import { cn } from "@/lib/utils";
const Popover = PopoverPrimitive.Root;
const PopoverTrigger = PopoverPrimitive.Trigger;
const PopoverAnchor = PopoverPrimitive.Anchor;
const PopoverContent = React.forwardRef<
React.ElementRef<typeof PopoverPrimitive.Content>,
React.ComponentPropsWithoutRef<typeof PopoverPrimitive.Content>
>(({ className, align = "center", sideOffset = 4, ...props }, ref) => (
<PopoverPrimitive.Portal>
<PopoverPrimitive.Content
ref={ref}
align={align}
sideOffset={sideOffset}
className={cn(
"z-50 w-72 rounded-md border bg-popover p-4 text-popover-foreground shadow-md outline-none data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 origin-[--radix-popover-content-transform-origin]",
className,
)}
{...props}
/>
</PopoverPrimitive.Portal>
));
PopoverContent.displayName = PopoverPrimitive.Content.displayName;
export { Popover, PopoverTrigger, PopoverContent, PopoverAnchor };

View File

@@ -0,0 +1,157 @@
import * as React from "react";
import * as SelectPrimitive from "@radix-ui/react-select";
import { Check, ChevronDown, ChevronUp } from "lucide-react";
import { cn } from "@/lib/utils";
const Select = SelectPrimitive.Root;
const SelectGroup = SelectPrimitive.Group;
const SelectValue = SelectPrimitive.Value;
const SelectTrigger = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.Trigger>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.Trigger>
>(({ className, children, ...props }, ref) => (
<SelectPrimitive.Trigger
ref={ref}
className={cn(
"flex h-9 w-full items-center justify-between whitespace-nowrap rounded-md border border-input bg-transparent px-3 py-2 text-sm shadow-sm ring-offset-background data-[placeholder]:text-muted-foreground focus:outline-none focus:ring-1 focus:ring-ring disabled:cursor-not-allowed disabled:opacity-50 [&>span]:line-clamp-1",
className,
)}
{...props}
>
{children}
<SelectPrimitive.Icon asChild>
<ChevronDown className="h-4 w-4 opacity-50" />
</SelectPrimitive.Icon>
</SelectPrimitive.Trigger>
));
SelectTrigger.displayName = SelectPrimitive.Trigger.displayName;
const SelectScrollUpButton = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.ScrollUpButton>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.ScrollUpButton>
>(({ className, ...props }, ref) => (
<SelectPrimitive.ScrollUpButton
ref={ref}
className={cn(
"flex cursor-default items-center justify-center py-1",
className,
)}
{...props}
>
<ChevronUp className="h-4 w-4" />
</SelectPrimitive.ScrollUpButton>
));
SelectScrollUpButton.displayName = SelectPrimitive.ScrollUpButton.displayName;
const SelectScrollDownButton = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.ScrollDownButton>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.ScrollDownButton>
>(({ className, ...props }, ref) => (
<SelectPrimitive.ScrollDownButton
ref={ref}
className={cn(
"flex cursor-default items-center justify-center py-1",
className,
)}
{...props}
>
<ChevronDown className="h-4 w-4" />
</SelectPrimitive.ScrollDownButton>
));
SelectScrollDownButton.displayName =
SelectPrimitive.ScrollDownButton.displayName;
const SelectContent = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.Content>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.Content>
>(({ className, children, position = "popper", ...props }, ref) => (
<SelectPrimitive.Portal>
<SelectPrimitive.Content
ref={ref}
className={cn(
"relative z-50 max-h-[--radix-select-content-available-height] min-w-[8rem] overflow-y-auto overflow-x-hidden rounded-md border bg-popover text-popover-foreground shadow-md data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 origin-[--radix-select-content-transform-origin]",
position === "popper" &&
"data-[side=bottom]:translate-y-1 data-[side=left]:-translate-x-1 data-[side=right]:translate-x-1 data-[side=top]:-translate-y-1",
className,
)}
position={position}
{...props}
>
<SelectScrollUpButton />
<SelectPrimitive.Viewport
className={cn(
"p-1",
position === "popper" &&
"h-[var(--radix-select-trigger-height)] w-full min-w-[var(--radix-select-trigger-width)]",
)}
>
{children}
</SelectPrimitive.Viewport>
<SelectScrollDownButton />
</SelectPrimitive.Content>
</SelectPrimitive.Portal>
));
SelectContent.displayName = SelectPrimitive.Content.displayName;
const SelectLabel = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.Label>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.Label>
>(({ className, ...props }, ref) => (
<SelectPrimitive.Label
ref={ref}
className={cn("px-2 py-1.5 text-sm font-semibold", className)}
{...props}
/>
));
SelectLabel.displayName = SelectPrimitive.Label.displayName;
const SelectItem = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.Item>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.Item>
>(({ className, children, ...props }, ref) => (
<SelectPrimitive.Item
ref={ref}
className={cn(
"relative flex w-full cursor-default select-none items-center rounded-sm py-1.5 pl-2 pr-8 text-sm outline-none focus:bg-accent focus:text-accent-foreground data-[disabled]:pointer-events-none data-[disabled]:opacity-50",
className,
)}
{...props}
>
<span className="absolute right-2 flex h-3.5 w-3.5 items-center justify-center">
<SelectPrimitive.ItemIndicator>
<Check className="h-4 w-4" />
</SelectPrimitive.ItemIndicator>
</span>
<SelectPrimitive.ItemText>{children}</SelectPrimitive.ItemText>
</SelectPrimitive.Item>
));
SelectItem.displayName = SelectPrimitive.Item.displayName;
const SelectSeparator = React.forwardRef<
React.ElementRef<typeof SelectPrimitive.Separator>,
React.ComponentPropsWithoutRef<typeof SelectPrimitive.Separator>
>(({ className, ...props }, ref) => (
<SelectPrimitive.Separator
ref={ref}
className={cn("-mx-1 my-1 h-px bg-muted", className)}
{...props}
/>
));
SelectSeparator.displayName = SelectPrimitive.Separator.displayName;
export {
Select,
SelectGroup,
SelectValue,
SelectTrigger,
SelectContent,
SelectLabel,
SelectItem,
SelectSeparator,
SelectScrollUpButton,
SelectScrollDownButton,
};

View File

@@ -0,0 +1,117 @@
import * as React from "react";
import { cn } from "@/lib/utils";
const Table = React.forwardRef<
HTMLTableElement,
React.HTMLAttributes<HTMLTableElement>
>(({ className, ...props }, ref) => (
<div className="relative w-full overflow-auto">
<table
ref={ref}
className={cn("w-full caption-bottom text-sm", className)}
{...props}
/>
</div>
));
Table.displayName = "Table";
const TableHeader = React.forwardRef<
HTMLTableSectionElement,
React.HTMLAttributes<HTMLTableSectionElement>
>(({ className, ...props }, ref) => (
<thead ref={ref} className={cn("[&_tr]:border-b", className)} {...props} />
));
TableHeader.displayName = "TableHeader";
const TableBody = React.forwardRef<
HTMLTableSectionElement,
React.HTMLAttributes<HTMLTableSectionElement>
>(({ className, ...props }, ref) => (
<tbody
ref={ref}
className={cn("[&_tr:last-child]:border-0", className)}
{...props}
/>
));
TableBody.displayName = "TableBody";
const TableFooter = React.forwardRef<
HTMLTableSectionElement,
React.HTMLAttributes<HTMLTableSectionElement>
>(({ className, ...props }, ref) => (
<tfoot
ref={ref}
className={cn(
"border-t bg-muted/50 font-medium [&>tr]:last:border-b-0",
className,
)}
{...props}
/>
));
TableFooter.displayName = "TableFooter";
const TableRow = React.forwardRef<
HTMLTableRowElement,
React.HTMLAttributes<HTMLTableRowElement>
>(({ className, ...props }, ref) => (
<tr
ref={ref}
className={cn(
"border-b transition-colors hover:bg-muted/50 data-[state=selected]:bg-muted",
className,
)}
{...props}
/>
));
TableRow.displayName = "TableRow";
const TableHead = React.forwardRef<
HTMLTableCellElement,
React.ThHTMLAttributes<HTMLTableCellElement>
>(({ className, ...props }, ref) => (
<th
ref={ref}
className={cn(
"h-12 px-4 text-left align-middle font-medium text-muted-foreground [&:has([role=checkbox])]:pr-0",
className,
)}
{...props}
/>
));
TableHead.displayName = "TableHead";
const TableCell = React.forwardRef<
HTMLTableCellElement,
React.TdHTMLAttributes<HTMLTableCellElement>
>(({ className, ...props }, ref) => (
<td
ref={ref}
className={cn("p-4 align-middle [&:has([role=checkbox])]:pr-0", className)}
{...props}
/>
));
TableCell.displayName = "TableCell";
const TableCaption = React.forwardRef<
HTMLTableCaptionElement,
React.HTMLAttributes<HTMLTableCaptionElement>
>(({ className, ...props }, ref) => (
<caption
ref={ref}
className={cn("mt-4 text-sm text-muted-foreground", className)}
{...props}
/>
));
TableCaption.displayName = "TableCaption";
export {
Table,
TableHeader,
TableBody,
TableFooter,
TableHead,
TableRow,
TableCell,
TableCaption,
};

View File

@@ -0,0 +1,52 @@
import { Monitor, Moon, Sun } from "lucide-react";
import { Button } from "./button";
import { useTheme } from "../../contexts/ThemeContext";
export function ThemeToggle() {
const { theme, setTheme } = useTheme();
const cycleTheme = () => {
if (theme === "light") {
setTheme("dark");
} else if (theme === "dark") {
setTheme("system");
} else {
setTheme("light");
}
};
const getIcon = () => {
switch (theme) {
case "light":
return <Sun className="h-4 w-4" />;
case "dark":
return <Moon className="h-4 w-4" />;
case "system":
return <Monitor className="h-4 w-4" />;
}
};
const getLabel = () => {
switch (theme) {
case "light":
return "Switch to dark mode";
case "dark":
return "Switch to system mode";
case "system":
return "Switch to light mode";
}
};
return (
<Button
variant="outline"
size="icon"
onClick={cycleTheme}
className="h-8 w-8"
title={getLabel()}
>
{getIcon()}
<span className="sr-only">{getLabel()}</span>
</Button>
);
}

View File

@@ -0,0 +1,76 @@
import React, { createContext, useContext, useEffect, useState } from "react";
type Theme = "light" | "dark" | "system";
interface ThemeContextType {
theme: Theme;
setTheme: (theme: Theme) => void;
actualTheme: "light" | "dark";
}
const ThemeContext = createContext<ThemeContextType | undefined>(undefined);
export function ThemeProvider({ children }: { children: React.ReactNode }) {
const [theme, setTheme] = useState<Theme>(() => {
const stored = localStorage.getItem("theme") as Theme;
return stored || "system";
});
const [actualTheme, setActualTheme] = useState<"light" | "dark">("light");
useEffect(() => {
const root = window.document.documentElement;
const updateActualTheme = () => {
let resolvedTheme: "light" | "dark";
if (theme === "system") {
resolvedTheme = window.matchMedia("(prefers-color-scheme: dark)")
.matches
? "dark"
: "light";
} else {
resolvedTheme = theme;
}
setActualTheme(resolvedTheme);
// Remove previous theme classes
root.classList.remove("light", "dark");
// Add resolved theme class
root.classList.add(resolvedTheme);
};
updateActualTheme();
// Listen for system theme changes
const mediaQuery = window.matchMedia("(prefers-color-scheme: dark)");
const handleChange = () => {
if (theme === "system") {
updateActualTheme();
}
};
mediaQuery.addEventListener("change", handleChange);
// Store theme preference
localStorage.setItem("theme", theme);
return () => mediaQuery.removeEventListener("change", handleChange);
}, [theme]);
return (
<ThemeContext.Provider value={{ theme, setTheme, actualTheme }}>
{children}
</ThemeContext.Provider>
);
}
export function useTheme() {
const context = useContext(ThemeContext);
if (context === undefined) {
throw new Error("useTheme must be used within a ThemeProvider");
}
return context;
}

68
frontend/src/index.css Normal file
View File

@@ -0,0 +1,68 @@
@tailwind base;
@tailwind components;
@tailwind utilities;
@layer base {
:root {
--background: 0 0% 100%;
--foreground: 222.2 84% 4.9%;
--card: 0 0% 100%;
--card-foreground: 222.2 84% 4.9%;
--popover: 0 0% 100%;
--popover-foreground: 222.2 84% 4.9%;
--primary: 222.2 47.4% 11.2%;
--primary-foreground: 210 40% 98%;
--secondary: 210 40% 96.1%;
--secondary-foreground: 222.2 47.4% 11.2%;
--muted: 210 40% 96.1%;
--muted-foreground: 215.4 16.3% 46.9%;
--accent: 210 40% 96.1%;
--accent-foreground: 222.2 47.4% 11.2%;
--destructive: 0 84.2% 60.2%;
--destructive-foreground: 210 40% 98%;
--border: 214.3 31.8% 91.4%;
--input: 214.3 31.8% 91.4%;
--ring: 222.2 84% 4.9%;
--chart-1: 12 76% 61%;
--chart-2: 173 58% 39%;
--chart-3: 197 37% 24%;
--chart-4: 43 74% 66%;
--chart-5: 27 87% 67%;
--radius: 0.5rem;
}
.dark {
--background: 222.2 84% 4.9%;
--foreground: 210 40% 98%;
--card: 222.2 84% 4.9%;
--card-foreground: 210 40% 98%;
--popover: 222.2 84% 4.9%;
--popover-foreground: 210 40% 98%;
--primary: 210 40% 98%;
--primary-foreground: 222.2 47.4% 11.2%;
--secondary: 217.2 32.6% 17.5%;
--secondary-foreground: 210 40% 98%;
--muted: 217.2 32.6% 17.5%;
--muted-foreground: 215 20.2% 65.1%;
--accent: 217.2 32.6% 17.5%;
--accent-foreground: 210 40% 98%;
--destructive: 0 62.8% 30.6%;
--destructive-foreground: 210 40% 98%;
--border: 217.2 32.6% 17.5%;
--input: 217.2 32.6% 17.5%;
--ring: 212.7 26.8% 83.9%;
--chart-1: 220 70% 50%;
--chart-2: 160 60% 45%;
--chart-3: 30 80% 55%;
--chart-4: 280 65% 60%;
--chart-5: 340 75% 55%;
}
}
@layer base {
* {
@apply border-border;
}
body {
@apply bg-background text-foreground;
}
}

223
frontend/src/lib/api.ts Normal file
View File

@@ -0,0 +1,223 @@
import axios from "axios";
import type {
Account,
Transaction,
AnalyticsTransaction,
Balance,
ApiResponse,
NotificationSettings,
NotificationTest,
NotificationService,
NotificationServicesResponse,
HealthData,
AccountUpdate,
TransactionStats,
} from "../types/api";
// Use VITE_API_URL for development, relative URLs for production
const API_BASE_URL = import.meta.env.VITE_API_URL || "/api/v1";
const api = axios.create({
baseURL: API_BASE_URL,
headers: {
"Content-Type": "application/json",
},
});
export const apiClient = {
// Get all accounts
getAccounts: async (): Promise<Account[]> => {
const response = await api.get<ApiResponse<Account[]>>("/accounts");
return response.data.data;
},
// Get account by ID
getAccount: async (id: string): Promise<Account> => {
const response = await api.get<ApiResponse<Account>>(`/accounts/${id}`);
return response.data.data;
},
// Update account details
updateAccount: async (
id: string,
updates: AccountUpdate,
): Promise<{ id: string; display_name?: string }> => {
const response = await api.put<ApiResponse<{ id: string; display_name?: string }>>(
`/accounts/${id}`,
updates,
);
return response.data.data;
},
// Get all balances
getBalances: async (): Promise<Balance[]> => {
const response = await api.get<ApiResponse<Balance[]>>("/balances");
return response.data.data;
},
// Get historical balances for balance progression chart
getHistoricalBalances: async (
days?: number,
accountId?: string,
): Promise<Balance[]> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
if (accountId) queryParams.append("account_id", accountId);
const response = await api.get<ApiResponse<Balance[]>>(
`/balances/history?${queryParams.toString()}`,
);
return response.data.data;
},
// Get balances for specific account
getAccountBalances: async (accountId: string): Promise<Balance[]> => {
const response = await api.get<ApiResponse<Balance[]>>(
`/accounts/${accountId}/balances`,
);
return response.data.data;
},
// Get transactions with optional filters
getTransactions: async (params?: {
accountId?: string;
startDate?: string;
endDate?: string;
page?: number;
perPage?: number;
search?: string;
summaryOnly?: boolean;
minAmount?: number;
maxAmount?: number;
}): Promise<ApiResponse<Transaction[]>> => {
const queryParams = new URLSearchParams();
if (params?.accountId) queryParams.append("account_id", params.accountId);
if (params?.startDate) queryParams.append("date_from", params.startDate);
if (params?.endDate) queryParams.append("date_to", params.endDate);
if (params?.page) queryParams.append("page", params.page.toString());
if (params?.perPage)
queryParams.append("per_page", params.perPage.toString());
if (params?.search) queryParams.append("search", params.search);
if (params?.summaryOnly !== undefined) {
queryParams.append("summary_only", params.summaryOnly.toString());
}
if (params?.minAmount !== undefined) {
queryParams.append("min_amount", params.minAmount.toString());
}
if (params?.maxAmount !== undefined) {
queryParams.append("max_amount", params.maxAmount.toString());
}
const response = await api.get<ApiResponse<Transaction[]>>(
`/transactions?${queryParams.toString()}`,
);
return response.data;
},
// Get transaction by ID
getTransaction: async (id: string): Promise<Transaction> => {
const response = await api.get<ApiResponse<Transaction>>(
`/transactions/${id}`,
);
return response.data.data;
},
// Get notification settings
getNotificationSettings: async (): Promise<NotificationSettings> => {
const response = await api.get<ApiResponse<NotificationSettings>>(
"/notifications/settings",
);
return response.data.data;
},
// Update notification settings
updateNotificationSettings: async (
settings: NotificationSettings,
): Promise<NotificationSettings> => {
const response = await api.put<ApiResponse<NotificationSettings>>(
"/notifications/settings",
settings,
);
return response.data.data;
},
// Test notification
testNotification: async (test: NotificationTest): Promise<void> => {
await api.post("/notifications/test", test);
},
// Get notification services
getNotificationServices: async (): Promise<NotificationService[]> => {
const response = await api.get<ApiResponse<NotificationServicesResponse>>(
"/notifications/services",
);
// Convert object to array format
const servicesData = response.data.data;
return Object.values(servicesData);
},
// Delete notification service
deleteNotificationService: async (service: string): Promise<void> => {
await api.delete(`/notifications/settings/${service}`);
},
// Health check
getHealth: async (): Promise<HealthData> => {
const response = await api.get<ApiResponse<HealthData>>("/health");
return response.data.data;
},
// Analytics endpoints
getTransactionStats: async (days?: number): Promise<TransactionStats> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
const response = await api.get<ApiResponse<TransactionStats>>(
`/transactions/stats?${queryParams.toString()}`,
);
return response.data.data;
},
// Get all transactions for analytics (no pagination)
getTransactionsForAnalytics: async (
days?: number,
): Promise<AnalyticsTransaction[]> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
const response = await api.get<ApiResponse<AnalyticsTransaction[]>>(
`/transactions/analytics?${queryParams.toString()}`,
);
return response.data.data;
},
// Get monthly transaction statistics (pre-calculated)
getMonthlyTransactionStats: async (
days?: number,
): Promise<
Array<{
month: string;
income: number;
expenses: number;
net: number;
}>
> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
const response = await api.get<
ApiResponse<
Array<{
month: string;
income: number;
expenses: number;
net: number;
}>
>
>(`/transactions/monthly-stats?${queryParams.toString()}`);
return response.data.data;
},
};
export default apiClient;

View File

@@ -0,0 +1,19 @@
export type TimePeriod = {
label: string;
days: number;
value: string;
};
function getDaysFromYearStart(): number {
const now = new Date();
const yearStart = new Date(now.getFullYear(), 0, 1);
const diffTime = now.getTime() - yearStart.getTime();
return Math.ceil(diffTime / (1000 * 60 * 60 * 24));
}
export const TIME_PERIODS: TimePeriod[] = [
{ label: "Last 30 days", days: 30, value: "30d" },
{ label: "Last 6 months", days: 180, value: "6m" },
{ label: "Year to Date", days: getDaysFromYearStart(), value: "ytd" },
{ label: "Last 365 days", days: 365, value: "365d" },
];

25
frontend/src/lib/utils.ts Normal file
View File

@@ -0,0 +1,25 @@
import { clsx, type ClassValue } from "clsx";
import { twMerge } from "tailwind-merge";
export function cn(...inputs: ClassValue[]) {
return twMerge(clsx(inputs));
}
export function formatCurrency(
amount: number,
currency: string = "EUR",
): string {
return new Intl.NumberFormat("en-US", {
style: "currency",
currency,
}).format(amount);
}
export function formatDate(dateString: string): string {
const date = new Date(dateString);
return date.toLocaleDateString("en-US", {
year: "numeric",
month: "short",
day: "numeric",
});
}

28
frontend/src/main.tsx Normal file
View File

@@ -0,0 +1,28 @@
import { StrictMode } from "react";
import { createRoot } from "react-dom/client";
import { createRouter, RouterProvider } from "@tanstack/react-router";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import { ThemeProvider } from "./contexts/ThemeContext";
import "./index.css";
import { routeTree } from "./routeTree.gen";
const router = createRouter({ routeTree });
const queryClient = new QueryClient({
defaultOptions: {
queries: {
refetchOnWindowFocus: false,
retry: 1,
},
},
});
createRoot(document.getElementById("root")!).render(
<StrictMode>
<QueryClientProvider client={queryClient}>
<ThemeProvider>
<RouterProvider router={router} />
</ThemeProvider>
</QueryClientProvider>
</StrictMode>,
);

View File

@@ -0,0 +1,113 @@
/* eslint-disable */
// @ts-nocheck
// noinspection JSUnusedGlobalSymbols
// This file was automatically generated by TanStack Router.
// You should NOT make any changes in this file as it will be overwritten.
// Additionally, you should also exclude this file from your linter and/or formatter to prevent it from being checked or modified.
import { Route as rootRouteImport } from './routes/__root'
import { Route as TransactionsRouteImport } from './routes/transactions'
import { Route as NotificationsRouteImport } from './routes/notifications'
import { Route as AnalyticsRouteImport } from './routes/analytics'
import { Route as IndexRouteImport } from './routes/index'
const TransactionsRoute = TransactionsRouteImport.update({
id: '/transactions',
path: '/transactions',
getParentRoute: () => rootRouteImport,
} as any)
const NotificationsRoute = NotificationsRouteImport.update({
id: '/notifications',
path: '/notifications',
getParentRoute: () => rootRouteImport,
} as any)
const AnalyticsRoute = AnalyticsRouteImport.update({
id: '/analytics',
path: '/analytics',
getParentRoute: () => rootRouteImport,
} as any)
const IndexRoute = IndexRouteImport.update({
id: '/',
path: '/',
getParentRoute: () => rootRouteImport,
} as any)
export interface FileRoutesByFullPath {
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRoutesByTo {
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRoutesById {
__root__: typeof rootRouteImport
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRouteTypes {
fileRoutesByFullPath: FileRoutesByFullPath
fullPaths: '/' | '/analytics' | '/notifications' | '/transactions'
fileRoutesByTo: FileRoutesByTo
to: '/' | '/analytics' | '/notifications' | '/transactions'
id: '__root__' | '/' | '/analytics' | '/notifications' | '/transactions'
fileRoutesById: FileRoutesById
}
export interface RootRouteChildren {
IndexRoute: typeof IndexRoute
AnalyticsRoute: typeof AnalyticsRoute
NotificationsRoute: typeof NotificationsRoute
TransactionsRoute: typeof TransactionsRoute
}
declare module '@tanstack/react-router' {
interface FileRoutesByPath {
'/transactions': {
id: '/transactions'
path: '/transactions'
fullPath: '/transactions'
preLoaderRoute: typeof TransactionsRouteImport
parentRoute: typeof rootRouteImport
}
'/notifications': {
id: '/notifications'
path: '/notifications'
fullPath: '/notifications'
preLoaderRoute: typeof NotificationsRouteImport
parentRoute: typeof rootRouteImport
}
'/analytics': {
id: '/analytics'
path: '/analytics'
fullPath: '/analytics'
preLoaderRoute: typeof AnalyticsRouteImport
parentRoute: typeof rootRouteImport
}
'/': {
id: '/'
path: '/'
fullPath: '/'
preLoaderRoute: typeof IndexRouteImport
parentRoute: typeof rootRouteImport
}
}
}
const rootRouteChildren: RootRouteChildren = {
IndexRoute: IndexRoute,
AnalyticsRoute: AnalyticsRoute,
NotificationsRoute: NotificationsRoute,
TransactionsRoute: TransactionsRoute,
}
export const routeTree = rootRouteImport
._addFileChildren(rootRouteChildren)
._addFileTypes<FileRouteTypes>()

View File

@@ -0,0 +1,33 @@
import { createRootRoute, Outlet } from "@tanstack/react-router";
import { useState } from "react";
import Sidebar from "../components/Sidebar";
import Header from "../components/Header";
function RootLayout() {
const [sidebarOpen, setSidebarOpen] = useState(false);
return (
<div className="flex h-screen bg-background">
<Sidebar sidebarOpen={sidebarOpen} setSidebarOpen={setSidebarOpen} />
{/* Mobile overlay */}
{sidebarOpen && (
<div
className="fixed inset-0 z-40 bg-black/50 lg:hidden"
onClick={() => setSidebarOpen(false)}
/>
)}
<div className="flex flex-col flex-1 overflow-hidden">
<Header setSidebarOpen={setSidebarOpen} />
<main className="flex-1 overflow-y-auto p-6">
<Outlet />
</main>
</div>
</div>
);
}
export const Route = createRootRoute({
component: RootLayout,
});

View File

@@ -0,0 +1,153 @@
import { createFileRoute } from "@tanstack/react-router";
import { useQuery } from "@tanstack/react-query";
import { useState } from "react";
import {
CreditCard,
TrendingUp,
TrendingDown,
Activity,
Users,
} from "lucide-react";
import apiClient from "../lib/api";
import StatCard from "../components/analytics/StatCard";
import BalanceChart from "../components/analytics/BalanceChart";
import TransactionDistribution from "../components/analytics/TransactionDistribution";
import MonthlyTrends from "../components/analytics/MonthlyTrends";
import TimePeriodFilter from "../components/analytics/TimePeriodFilter";
import { Card, CardContent } from "../components/ui/card";
import type { TimePeriod } from "../lib/timePeriods";
import { TIME_PERIODS } from "../lib/timePeriods";
function AnalyticsDashboard() {
// Default to Last 365 days
const [selectedPeriod, setSelectedPeriod] = useState<TimePeriod>(
TIME_PERIODS.find((p) => p.value === "365d") || TIME_PERIODS[3],
);
// Fetch analytics data
const { data: stats, isLoading: statsLoading } = useQuery({
queryKey: ["transaction-stats", selectedPeriod.days],
queryFn: () => apiClient.getTransactionStats(selectedPeriod.days),
});
const { data: accounts, isLoading: accountsLoading } = useQuery({
queryKey: ["accounts"],
queryFn: () => apiClient.getAccounts(),
});
const { data: balances, isLoading: balancesLoading } = useQuery({
queryKey: ["historical-balances", selectedPeriod.days],
queryFn: () => apiClient.getHistoricalBalances(selectedPeriod.days),
});
const isLoading = statsLoading || accountsLoading || balancesLoading;
if (isLoading) {
return (
<div className="p-6">
<div className="animate-pulse">
<div className="h-8 bg-muted rounded w-48 mb-6"></div>
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mb-8">
{[...Array(3)].map((_, i) => (
<div key={i} className="h-32 bg-muted rounded"></div>
))}
</div>
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div className="h-96 bg-muted rounded"></div>
<div className="h-96 bg-muted rounded"></div>
</div>
</div>
</div>
);
}
return (
<div className="p-6 space-y-8">
{/* Time Period Filter */}
<Card>
<CardContent className="p-4">
<TimePeriodFilter
selectedPeriod={selectedPeriod}
onPeriodChange={setSelectedPeriod}
/>
</CardContent>
</Card>
{/* Stats Cards */}
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
<StatCard
title="Total Transactions"
value={stats?.total_transactions || 0}
subtitle={`Last ${stats?.period_days || 0} days`}
icon={Activity}
/>
<StatCard
title="Total Income"
value={`${(stats?.total_income || 0).toLocaleString()}`}
subtitle="Inflows this period"
icon={TrendingUp}
className="border-green-200"
/>
<StatCard
title="Total Expenses"
value={`${(stats?.total_expenses || 0).toLocaleString()}`}
subtitle="Outflows this period"
icon={TrendingDown}
className="border-red-200"
/>
</div>
{/* Additional Stats */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
<StatCard
title="Net Change"
value={`${(stats?.net_change || 0).toLocaleString()}`}
subtitle="Income minus expenses"
icon={CreditCard}
className={
(stats?.net_change || 0) >= 0
? "border-green-200"
: "border-red-200"
}
/>
<StatCard
title="Average Transaction"
value={`${Math.abs(stats?.average_transaction || 0).toLocaleString()}`}
subtitle="Per transaction"
icon={Activity}
/>
<StatCard
title="Active Accounts"
value={stats?.accounts_included || 0}
subtitle="With recent activity"
icon={Users}
/>
</div>
{/* Charts */}
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
<Card>
<CardContent className="p-6">
<BalanceChart data={balances || []} accounts={accounts || []} />
</CardContent>
</Card>
<Card>
<CardContent className="p-6">
<TransactionDistribution accounts={accounts || []} />
</CardContent>
</Card>
</div>
{/* Monthly Trends */}
<Card>
<CardContent className="p-6">
<MonthlyTrends days={selectedPeriod.days} />
</CardContent>
</Card>
</div>
);
}
export const Route = createFileRoute("/analytics")({
component: AnalyticsDashboard,
});

View File

@@ -0,0 +1,6 @@
import { createFileRoute } from "@tanstack/react-router";
import AccountsOverview from "../components/AccountsOverview";
export const Route = createFileRoute("/")({
component: AccountsOverview,
});

View File

@@ -0,0 +1,6 @@
import { createFileRoute } from "@tanstack/react-router";
import Notifications from "../components/Notifications";
export const Route = createFileRoute("/notifications")({
component: Notifications,
});

View File

@@ -0,0 +1,11 @@
import { createFileRoute } from "@tanstack/react-router";
import TransactionsTable from "../components/TransactionsTable";
export const Route = createFileRoute("/transactions")({
component: TransactionsTable,
validateSearch: (search) => ({
accountId: search.accountId as string | undefined,
startDate: search.startDate as string | undefined,
endDate: search.endDate as string | undefined,
}),
});

215
frontend/src/types/api.ts Normal file
View File

@@ -0,0 +1,215 @@
export interface AccountBalance {
amount: number;
currency: string;
balance_type: string;
last_change_date?: string;
}
export interface Account {
id: string;
institution_id: string;
status: string;
iban?: string;
name?: string;
display_name?: string;
currency?: string;
created: string;
last_accessed?: string;
balances: AccountBalance[];
}
export interface AccountUpdate {
display_name?: string;
}
export interface RawTransactionData {
transactionId?: string;
bookingDate?: string;
valueDate?: string;
bookingDateTime?: string;
valueDateTime?: string;
transactionAmount?: {
amount: string;
currency: string;
};
currencyExchange?: {
instructedAmount?: {
amount: string;
currency: string;
};
sourceCurrency?: string;
exchangeRate?: string;
unitCurrency?: string;
targetCurrency?: string;
};
creditorName?: string;
debtorName?: string;
debtorAccount?: {
iban?: string;
};
remittanceInformationUnstructuredArray?: string[];
proprietaryBankTransactionCode?: string;
balanceAfterTransaction?: {
balanceAmount: {
amount: string;
currency: string;
};
balanceType: string;
};
internalTransactionId?: string;
[key: string]: unknown; // Allow additional fields
}
// Type for analytics transaction data
export interface AnalyticsTransaction {
transaction_id: string;
date: string;
description: string;
amount: number;
currency: string;
status: string;
account_id: string;
}
export interface Transaction {
transaction_id: string; // NEW: stable bank-provided transaction ID
internal_transaction_id: string | null; // OLD: unstable GoCardless ID
account_id: string;
transaction_value: number;
transaction_currency: string;
description: string;
transaction_date: string;
transaction_status: string;
// Optional fields that may be present in some transactions
institution_id?: string;
iban?: string;
booking_date?: string;
value_date?: string;
creditor_name?: string;
debtor_name?: string;
reference?: string;
category?: string;
created_at?: string;
updated_at?: string;
// Raw transaction data (only present when summary_only=false)
raw_transaction?: RawTransactionData;
}
// Type for raw transaction data from API (before sanitization)
export interface RawTransaction {
id?: string;
internal_id?: string;
account_id?: string;
amount?: number;
currency?: string;
description?: string;
transaction_date?: string;
booking_date?: string;
value_date?: string;
creditor_name?: string;
debtor_name?: string;
reference?: string;
category?: string;
created_at?: string;
updated_at?: string;
}
export interface Balance {
id: string;
account_id: string;
balance_amount: number;
balance_type: string;
currency: string;
reference_date: string;
created_at: string;
updated_at: string;
}
export interface Bank {
id: string;
name: string;
country_code: string;
logo_url?: string;
}
export interface ApiResponse<T> {
data: T;
message?: string;
success: boolean;
pagination?: {
total: number;
page: number;
per_page: number;
total_pages: number;
has_next: boolean;
has_prev: boolean;
};
}
export interface PaginatedResponse<T> {
data: T[];
total: number;
page: number;
per_page: number;
total_pages: number;
}
// Notification types
export interface DiscordConfig {
webhook: string;
enabled: boolean;
}
export interface TelegramConfig {
token: string;
chat_id: number;
enabled: boolean;
}
export interface NotificationFilters {
case_insensitive: string[];
case_sensitive?: string[];
}
export interface NotificationSettings {
discord?: DiscordConfig;
telegram?: TelegramConfig;
filters: NotificationFilters;
}
export interface NotificationTest {
service: string;
message?: string;
}
export interface NotificationService {
name: string;
enabled: boolean;
configured: boolean;
active?: boolean;
}
export interface NotificationServicesResponse {
[serviceName: string]: NotificationService;
}
// Health check response data
export interface HealthData {
status: string;
config_loaded?: boolean;
message?: string;
error?: string;
}
// Analytics data types
export interface TransactionStats {
period_days: number;
total_transactions: number;
booked_transactions: number;
pending_transactions: number;
total_income: number;
total_expenses: number;
net_change: number;
average_transaction: number;
accounts_included: number;
}

1
frontend/src/vite-env.d.ts vendored Normal file
View File

@@ -0,0 +1 @@
/// <reference types="vite/client" />

View File

@@ -0,0 +1,57 @@
/** @type {import('tailwindcss').Config} */
export default {
darkMode: ["class"],
content: ["./index.html", "./src/**/*.{js,ts,jsx,tsx}"],
theme: {
extend: {
borderRadius: {
lg: "var(--radius)",
md: "calc(var(--radius) - 2px)",
sm: "calc(var(--radius) - 4px)",
},
colors: {
background: "hsl(var(--background))",
foreground: "hsl(var(--foreground))",
card: {
DEFAULT: "hsl(var(--card))",
foreground: "hsl(var(--card-foreground))",
},
popover: {
DEFAULT: "hsl(var(--popover))",
foreground: "hsl(var(--popover-foreground))",
},
primary: {
DEFAULT: "hsl(var(--primary))",
foreground: "hsl(var(--primary-foreground))",
},
secondary: {
DEFAULT: "hsl(var(--secondary))",
foreground: "hsl(var(--secondary-foreground))",
},
muted: {
DEFAULT: "hsl(var(--muted))",
foreground: "hsl(var(--muted-foreground))",
},
accent: {
DEFAULT: "hsl(var(--accent))",
foreground: "hsl(var(--accent-foreground))",
},
destructive: {
DEFAULT: "hsl(var(--destructive))",
foreground: "hsl(var(--destructive-foreground))",
},
border: "hsl(var(--border))",
input: "hsl(var(--input))",
ring: "hsl(var(--ring))",
chart: {
1: "hsl(var(--chart-1))",
2: "hsl(var(--chart-2))",
3: "hsl(var(--chart-3))",
4: "hsl(var(--chart-4))",
5: "hsl(var(--chart-5))",
},
},
},
},
plugins: [require("@tailwindcss/forms"), require("tailwindcss-animate")],
};

View File

@@ -0,0 +1,33 @@
{
"compilerOptions": {
"tsBuildInfoFile": "./node_modules/.tmp/tsconfig.app.tsbuildinfo",
"target": "ES2022",
"useDefineForClassFields": true,
"lib": ["ES2022", "DOM", "DOM.Iterable"],
"module": "ESNext",
"skipLibCheck": true,
/* Bundler mode */
"moduleResolution": "bundler",
"allowImportingTsExtensions": true,
"verbatimModuleSyntax": true,
"moduleDetection": "force",
"noEmit": true,
"jsx": "react-jsx",
/* Path mapping */
"baseUrl": ".",
"paths": {
"@/*": ["./src/*"]
},
/* Linting */
"strict": true,
"noUnusedLocals": true,
"noUnusedParameters": true,
"erasableSyntaxOnly": true,
"noFallthroughCasesInSwitch": true,
"noUncheckedSideEffectImports": true
},
"include": ["src"]
}

13
frontend/tsconfig.json Normal file
View File

@@ -0,0 +1,13 @@
{
"files": [],
"references": [
{ "path": "./tsconfig.app.json" },
{ "path": "./tsconfig.node.json" }
],
"compilerOptions": {
"baseUrl": ".",
"paths": {
"@/*": ["./src/*"]
}
}
}

View File

@@ -0,0 +1,25 @@
{
"compilerOptions": {
"tsBuildInfoFile": "./node_modules/.tmp/tsconfig.node.tsbuildinfo",
"target": "ES2023",
"lib": ["ES2023"],
"module": "ESNext",
"skipLibCheck": true,
/* Bundler mode */
"moduleResolution": "bundler",
"allowImportingTsExtensions": true,
"verbatimModuleSyntax": true,
"moduleDetection": "force",
"noEmit": true,
/* Linting */
"strict": true,
"noUnusedLocals": true,
"noUnusedParameters": true,
"erasableSyntaxOnly": true,
"noFallthroughCasesInSwitch": true,
"noUncheckedSideEffectImports": true
},
"include": ["vite.config.ts"]
}

13
frontend/vite.config.ts Normal file
View File

@@ -0,0 +1,13 @@
import { defineConfig } from "vite";
import react from "@vitejs/plugin-react";
import { TanStackRouterVite } from "@tanstack/router-vite-plugin";
// https://vite.dev/config/
export default defineConfig({
plugins: [TanStackRouterVite(), react()],
resolve: {
alias: {
"@": "/src",
},
},
});

0
leggen/__init__.py Normal file
View File

View File

@@ -0,0 +1,78 @@
from datetime import datetime
from typing import Any, Dict, List, Optional
from pydantic import BaseModel
class AccountBalance(BaseModel):
"""Account balance model"""
amount: float
currency: str
balance_type: str
last_change_date: Optional[datetime] = None
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class AccountDetails(BaseModel):
"""Account details model"""
id: str
institution_id: str
status: str
iban: Optional[str] = None
name: Optional[str] = None
display_name: Optional[str] = None
currency: Optional[str] = None
created: datetime
last_accessed: Optional[datetime] = None
balances: List[AccountBalance] = []
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class AccountUpdate(BaseModel):
"""Account update model"""
display_name: Optional[str] = None
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class Transaction(BaseModel):
"""Transaction model"""
transaction_id: str # NEW: stable bank-provided transaction ID
internal_transaction_id: Optional[str] = None # OLD: unstable GoCardless ID
institution_id: str
iban: Optional[str] = None
account_id: str
transaction_date: datetime
description: str
transaction_value: float
transaction_currency: str
transaction_status: str # "booked" or "pending"
raw_transaction: Dict[str, Any]
class Config:
json_encoders = {datetime: lambda v: v.isoformat()}
class TransactionSummary(BaseModel):
"""Transaction summary for lists"""
transaction_id: str # NEW: stable bank-provided transaction ID
internal_transaction_id: Optional[str] = None
date: datetime
description: str
amount: float
currency: str
status: str
account_id: str
class Config:
json_encoders = {datetime: lambda v: v.isoformat()}

View File

@@ -0,0 +1,52 @@
from datetime import datetime
from typing import List, Optional
from pydantic import BaseModel
class BankInstitution(BaseModel):
"""Bank institution model"""
id: str
name: str
bic: Optional[str] = None
transaction_total_days: int
countries: List[str]
logo: Optional[str] = None
class BankConnectionRequest(BaseModel):
"""Request to connect to a bank"""
institution_id: str
redirect_url: Optional[str] = "http://localhost:8000/"
class BankRequisition(BaseModel):
"""Bank requisition/connection model"""
id: str
institution_id: str
status: str
status_display: Optional[str] = None
created: datetime
link: str
accounts: List[str] = []
class Config:
json_encoders = {datetime: lambda v: v.isoformat()}
class BankConnectionStatus(BaseModel):
"""Bank connection status response"""
bank_id: str
bank_name: str
status: str
status_display: str
created_at: datetime
requisition_id: str
accounts_count: int
class Config:
json_encoders = {datetime: lambda v: v.isoformat()}

View File

@@ -0,0 +1,29 @@
from typing import Any, Dict, Optional
from pydantic import BaseModel
class APIResponse(BaseModel):
"""Base API response model"""
success: bool = True
message: Optional[str] = None
data: Optional[Any] = None
class ErrorResponse(BaseModel):
"""Error response model"""
success: bool = False
message: str
error_code: Optional[str] = None
details: Optional[Dict[str, Any]] = None
class PaginatedResponse(BaseModel):
"""Paginated response model"""
success: bool = True
data: list
pagination: Dict[str, Any]
message: Optional[str] = None

View File

@@ -0,0 +1,51 @@
from typing import List, Optional
from pydantic import BaseModel
class DiscordConfig(BaseModel):
"""Discord notification configuration"""
webhook: str
enabled: bool = True
class TelegramConfig(BaseModel):
"""Telegram notification configuration"""
token: str
chat_id: int
enabled: bool = True
class NotificationFilters(BaseModel):
"""Notification filters configuration"""
case_insensitive: List[str] = []
case_sensitive: Optional[List[str]] = None
class NotificationSettings(BaseModel):
"""Complete notification settings"""
discord: Optional[DiscordConfig] = None
telegram: Optional[TelegramConfig] = None
filters: NotificationFilters = NotificationFilters()
class NotificationTest(BaseModel):
"""Test notification request"""
service: str # "discord" or "telegram"
message: str = "Test notification from Leggen"
class NotificationHistory(BaseModel):
"""Notification history entry"""
id: str
service: str
message: str
status: str # "sent", "failed"
sent_at: str
error: Optional[str] = None

55
leggen/api/models/sync.py Normal file
View File

@@ -0,0 +1,55 @@
from datetime import datetime
from typing import Optional
from pydantic import BaseModel
class SyncRequest(BaseModel):
"""Request to trigger a sync"""
account_ids: Optional[list[str]] = None # If None, sync all accounts
force: bool = False # Force sync even if recently synced
class SyncStatus(BaseModel):
"""Sync operation status"""
is_running: bool
last_sync: Optional[datetime] = None
next_sync: Optional[datetime] = None
accounts_synced: int = 0
total_accounts: int = 0
transactions_added: int = 0
errors: list[str] = []
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class SyncResult(BaseModel):
"""Result of a sync operation"""
success: bool
accounts_processed: int
transactions_added: int
transactions_updated: int
balances_updated: int
duration_seconds: float
errors: list[str] = []
started_at: datetime
completed_at: datetime
class Config:
json_encoders = {datetime: lambda v: v.isoformat()}
class SchedulerConfig(BaseModel):
"""Scheduler configuration model"""
enabled: bool = True
hour: Optional[int] = 3
minute: Optional[int] = 0
cron: Optional[str] = None # Custom cron expression
class Config:
extra = "forbid"

View File

@@ -0,0 +1,359 @@
from typing import List, Optional, Union
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggen.api.models.accounts import (
AccountBalance,
AccountDetails,
AccountUpdate,
Transaction,
TransactionSummary,
)
from leggen.api.models.common import APIResponse
from leggen.services.database_service import DatabaseService
router = APIRouter()
database_service = DatabaseService()
@router.get("/accounts", response_model=APIResponse)
async def get_all_accounts() -> APIResponse:
"""Get all connected accounts from database"""
try:
accounts = []
# Get all account details from database
db_accounts = await database_service.get_accounts_from_db()
# Process accounts found in database
for db_account in db_accounts:
try:
# Get latest balances from database for this account
balances_data = await database_service.get_balances_from_db(
db_account["id"]
)
# Process balances
balances = []
for balance in balances_data:
balances.append(
AccountBalance(
amount=balance["amount"],
currency=balance["currency"],
balance_type=balance["type"],
last_change_date=balance.get("timestamp"),
)
)
accounts.append(
AccountDetails(
id=db_account["id"],
institution_id=db_account["institution_id"],
status=db_account["status"],
iban=db_account.get("iban"),
name=db_account.get("name"),
display_name=db_account.get("display_name"),
currency=db_account.get("currency"),
created=db_account["created"],
last_accessed=db_account.get("last_accessed"),
balances=balances,
)
)
except Exception as e:
logger.error(
f"Failed to process database account {db_account['id']}: {e}"
)
continue
return APIResponse(
success=True,
data=accounts,
message=f"Retrieved {len(accounts)} accounts from database",
)
except Exception as e:
logger.error(f"Failed to get accounts: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get accounts: {str(e)}"
) from e
@router.get("/accounts/{account_id}", response_model=APIResponse)
async def get_account_details(account_id: str) -> APIResponse:
"""Get details for a specific account from database"""
try:
# Get account details from database
db_account = await database_service.get_account_details_from_db(account_id)
if not db_account:
raise HTTPException(
status_code=404, detail=f"Account {account_id} not found in database"
)
# Get latest balances from database for this account
balances_data = await database_service.get_balances_from_db(account_id)
# Process balances
balances = []
for balance in balances_data:
balances.append(
AccountBalance(
amount=balance["amount"],
currency=balance["currency"],
balance_type=balance["type"],
last_change_date=balance.get("timestamp"),
)
)
account = AccountDetails(
id=db_account["id"],
institution_id=db_account["institution_id"],
status=db_account["status"],
iban=db_account.get("iban"),
name=db_account.get("name"),
display_name=db_account.get("display_name"),
currency=db_account.get("currency"),
created=db_account["created"],
last_accessed=db_account.get("last_accessed"),
balances=balances,
)
return APIResponse(
success=True,
data=account,
message=f"Account details retrieved from database for {account_id}",
)
except HTTPException:
raise
except Exception as e:
logger.error(f"Failed to get account details for {account_id}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get account details: {str(e)}"
) from e
@router.get("/accounts/{account_id}/balances", response_model=APIResponse)
async def get_account_balances(account_id: str) -> APIResponse:
"""Get balances for a specific account from database"""
try:
# Get balances from database instead of GoCardless API
db_balances = await database_service.get_balances_from_db(account_id=account_id)
balances = []
for balance in db_balances:
balances.append(
AccountBalance(
amount=balance["amount"],
currency=balance["currency"],
balance_type=balance["type"],
last_change_date=balance.get("timestamp"),
)
)
return APIResponse(
success=True,
data=balances,
message=f"Retrieved {len(balances)} balances for account {account_id}",
)
except Exception as e:
logger.error(
f"Failed to get balances from database for account {account_id}: {e}"
)
raise HTTPException(
status_code=404, detail=f"Failed to get balances: {str(e)}"
) from e
@router.get("/balances", response_model=APIResponse)
async def get_all_balances() -> APIResponse:
"""Get all balances from all accounts in database"""
try:
# Get all accounts first to iterate through them
db_accounts = await database_service.get_accounts_from_db()
all_balances = []
for db_account in db_accounts:
try:
# Get balances for this account
db_balances = await database_service.get_balances_from_db(
account_id=db_account["id"]
)
# Process balances and add account info
for balance in db_balances:
balance_data = {
"id": f"{db_account['id']}_{balance['type']}", # Create unique ID
"account_id": db_account["id"],
"balance_amount": balance["amount"],
"balance_type": balance["type"],
"currency": balance["currency"],
"reference_date": balance.get(
"timestamp", db_account.get("last_accessed")
),
"created_at": db_account.get("created"),
"updated_at": db_account.get("last_accessed"),
}
all_balances.append(balance_data)
except Exception as e:
logger.error(
f"Failed to get balances for account {db_account['id']}: {e}"
)
continue
return APIResponse(
success=True,
data=all_balances,
message=f"Retrieved {len(all_balances)} balances from {len(db_accounts)} accounts",
)
except Exception as e:
logger.error(f"Failed to get all balances: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get balances: {str(e)}"
) from e
@router.get("/balances/history", response_model=APIResponse)
async def get_historical_balances(
days: Optional[int] = Query(
default=365, le=1095, ge=1, description="Number of days of history to retrieve"
),
account_id: Optional[str] = Query(
default=None, description="Filter by specific account ID"
),
) -> APIResponse:
"""Get historical balance progression calculated from transaction history"""
try:
# Get historical balances from database
historical_balances = await database_service.get_historical_balances_from_db(
account_id=account_id, days=days or 365
)
return APIResponse(
success=True,
data=historical_balances,
message=f"Retrieved {len(historical_balances)} historical balance points over {days} days",
)
except Exception as e:
logger.error(f"Failed to get historical balances: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get historical balances: {str(e)}"
) from e
@router.get("/accounts/{account_id}/transactions", response_model=APIResponse)
async def get_account_transactions(
account_id: str,
limit: Optional[int] = Query(default=100, le=500),
offset: Optional[int] = Query(default=0, ge=0),
summary_only: bool = Query(
default=False, description="Return transaction summaries only"
),
) -> APIResponse:
"""Get transactions for a specific account from database"""
try:
# Get transactions from database instead of GoCardless API
db_transactions = await database_service.get_transactions_from_db(
account_id=account_id,
limit=limit,
offset=offset,
)
# Get total count for pagination info
total_transactions = await database_service.get_transaction_count_from_db(
account_id=account_id,
)
data: Union[List[TransactionSummary], List[Transaction]]
if summary_only:
# Return simplified transaction summaries
data = [
TransactionSummary(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
currency=txn["transactionCurrency"],
status=txn["transactionStatus"],
account_id=txn["accountId"],
)
for txn in db_transactions
]
else:
# Return full transaction details
data = [
Transaction(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
transaction_date=txn["transactionDate"],
description=txn["description"],
transaction_value=txn["transactionValue"],
transaction_currency=txn["transactionCurrency"],
transaction_status=txn["transactionStatus"],
raw_transaction=txn["rawTransaction"],
)
for txn in db_transactions
]
actual_offset = offset or 0
return APIResponse(
success=True,
data=data,
message=f"Retrieved {len(data)} transactions (showing {actual_offset + 1}-{actual_offset + len(data)} of {total_transactions})",
)
except Exception as e:
logger.error(
f"Failed to get transactions from database for account {account_id}: {e}"
)
raise HTTPException(
status_code=404, detail=f"Failed to get transactions: {str(e)}"
) from e
@router.put("/accounts/{account_id}", response_model=APIResponse)
async def update_account_details(
account_id: str, update_data: AccountUpdate
) -> APIResponse:
"""Update account details (currently only display_name)"""
try:
# Get current account details
current_account = await database_service.get_account_details_from_db(account_id)
if not current_account:
raise HTTPException(
status_code=404, detail=f"Account {account_id} not found"
)
# Prepare updated account data
updated_account_data = current_account.copy()
if update_data.display_name is not None:
updated_account_data["display_name"] = update_data.display_name
# Persist updated account details
await database_service.persist_account_details(updated_account_data)
return APIResponse(
success=True,
data={"id": account_id, "display_name": update_data.display_name},
message=f"Account {account_id} display name updated successfully",
)
except HTTPException:
raise
except Exception as e:
logger.error(f"Failed to update account {account_id}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to update account: {str(e)}"
) from e

179
leggen/api/routes/banks.py Normal file
View File

@@ -0,0 +1,179 @@
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggen.api.models.banks import (
BankConnectionRequest,
BankConnectionStatus,
BankInstitution,
BankRequisition,
)
from leggen.api.models.common import APIResponse
from leggen.services.gocardless_service import GoCardlessService
from leggen.utils.gocardless import REQUISITION_STATUS
router = APIRouter()
gocardless_service = GoCardlessService()
@router.get("/banks/institutions", response_model=APIResponse)
async def get_bank_institutions(
country: str = Query(default="PT", description="Country code (e.g., PT, ES, FR)"),
) -> APIResponse:
"""Get available bank institutions for a country"""
try:
institutions_data = await gocardless_service.get_institutions(country)
institutions = [
BankInstitution(
id=inst["id"],
name=inst["name"],
bic=inst.get("bic"),
transaction_total_days=inst["transaction_total_days"],
countries=inst["countries"],
logo=inst.get("logo"),
)
for inst in institutions_data
]
return APIResponse(
success=True,
data=institutions,
message=f"Found {len(institutions)} institutions for {country}",
)
except Exception as e:
logger.error(f"Failed to get institutions for {country}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get institutions: {str(e)}"
) from e
@router.post("/banks/connect", response_model=APIResponse)
async def connect_to_bank(request: BankConnectionRequest) -> APIResponse:
"""Create a connection to a bank (requisition)"""
try:
redirect_url = request.redirect_url or "http://localhost:8000/"
requisition_data = await gocardless_service.create_requisition(
request.institution_id, redirect_url
)
requisition = BankRequisition(
id=requisition_data["id"],
institution_id=requisition_data["institution_id"],
status=requisition_data["status"],
created=requisition_data["created"],
link=requisition_data["link"],
accounts=requisition_data.get("accounts", []),
)
return APIResponse(
success=True,
data=requisition,
message="Bank connection created. Please visit the link to authorize.",
)
except Exception as e:
logger.error(f"Failed to connect to bank {request.institution_id}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to connect to bank: {str(e)}"
) from e
@router.get("/banks/status", response_model=APIResponse)
async def get_bank_connections_status() -> APIResponse:
"""Get status of all bank connections"""
try:
requisitions_data = await gocardless_service.get_requisitions()
connections = []
for req in requisitions_data.get("results", []):
status = req["status"]
status_display = REQUISITION_STATUS.get(status, "UNKNOWN")
connections.append(
BankConnectionStatus(
bank_id=req["institution_id"],
bank_name=req[
"institution_id"
], # Could be enhanced with actual bank names
status=status,
status_display=status_display,
created_at=req["created"],
requisition_id=req["id"],
accounts_count=len(req.get("accounts", [])),
)
)
return APIResponse(
success=True,
data=connections,
message=f"Found {len(connections)} bank connections",
)
except Exception as e:
logger.error(f"Failed to get bank connection status: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get bank status: {str(e)}"
) from e
@router.delete("/banks/connections/{requisition_id}", response_model=APIResponse)
async def delete_bank_connection(requisition_id: str) -> APIResponse:
"""Delete a bank connection"""
try:
# This would need to be implemented in GoCardlessService
# For now, return success
return APIResponse(
success=True,
message=f"Bank connection {requisition_id} deleted successfully",
)
except Exception as e:
logger.error(f"Failed to delete bank connection {requisition_id}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to delete connection: {str(e)}"
) from e
@router.get("/banks/countries", response_model=APIResponse)
async def get_supported_countries() -> APIResponse:
"""Get list of supported countries"""
countries = [
{"code": "AT", "name": "Austria"},
{"code": "BE", "name": "Belgium"},
{"code": "BG", "name": "Bulgaria"},
{"code": "HR", "name": "Croatia"},
{"code": "CY", "name": "Cyprus"},
{"code": "CZ", "name": "Czech Republic"},
{"code": "DK", "name": "Denmark"},
{"code": "EE", "name": "Estonia"},
{"code": "FI", "name": "Finland"},
{"code": "FR", "name": "France"},
{"code": "DE", "name": "Germany"},
{"code": "GR", "name": "Greece"},
{"code": "HU", "name": "Hungary"},
{"code": "IS", "name": "Iceland"},
{"code": "IE", "name": "Ireland"},
{"code": "IT", "name": "Italy"},
{"code": "LV", "name": "Latvia"},
{"code": "LI", "name": "Liechtenstein"},
{"code": "LT", "name": "Lithuania"},
{"code": "LU", "name": "Luxembourg"},
{"code": "MT", "name": "Malta"},
{"code": "NL", "name": "Netherlands"},
{"code": "NO", "name": "Norway"},
{"code": "PL", "name": "Poland"},
{"code": "PT", "name": "Portugal"},
{"code": "RO", "name": "Romania"},
{"code": "SK", "name": "Slovakia"},
{"code": "SI", "name": "Slovenia"},
{"code": "ES", "name": "Spain"},
{"code": "SE", "name": "Sweden"},
{"code": "GB", "name": "United Kingdom"},
]
return APIResponse(
success=True,
data=countries,
message="Supported countries retrieved successfully",
)

View File

@@ -0,0 +1,204 @@
from typing import Any, Dict
from fastapi import APIRouter, HTTPException
from loguru import logger
from leggen.api.models.common import APIResponse
from leggen.api.models.notifications import (
DiscordConfig,
NotificationFilters,
NotificationSettings,
NotificationTest,
TelegramConfig,
)
from leggen.services.notification_service import NotificationService
from leggen.utils.config import config
router = APIRouter()
notification_service = NotificationService()
@router.get("/notifications/settings", response_model=APIResponse)
async def get_notification_settings() -> APIResponse:
"""Get current notification settings"""
try:
notifications_config = config.notifications_config
filters_config = config.filters_config
# Build response safely without exposing secrets
discord_config = notifications_config.get("discord", {})
telegram_config = notifications_config.get("telegram", {})
settings = NotificationSettings(
discord=DiscordConfig(
webhook="***" if discord_config.get("webhook") else "",
enabled=discord_config.get("enabled", True),
)
if discord_config.get("webhook")
else None,
telegram=TelegramConfig(
token="***" if telegram_config.get("api-key") else "",
chat_id=telegram_config.get("chat-id", 0),
enabled=telegram_config.get("enabled", True),
)
if telegram_config.get("api-key")
else None,
filters=NotificationFilters(
case_insensitive=filters_config.get("case-insensitive", []),
case_sensitive=filters_config.get("case-sensitive"),
),
)
return APIResponse(
success=True,
data=settings,
message="Notification settings retrieved successfully",
)
except Exception as e:
logger.error(f"Failed to get notification settings: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get notification settings: {str(e)}"
) from e
@router.put("/notifications/settings", response_model=APIResponse)
async def update_notification_settings(settings: NotificationSettings) -> APIResponse:
"""Update notification settings"""
try:
# Update notifications config
notifications_config = {}
if settings.discord:
notifications_config["discord"] = {
"webhook": settings.discord.webhook,
"enabled": settings.discord.enabled,
}
if settings.telegram:
notifications_config["telegram"] = {
"api-key": settings.telegram.token,
"chat-id": settings.telegram.chat_id,
"enabled": settings.telegram.enabled,
}
# Update filters config
filters_config: Dict[str, Any] = {}
if settings.filters.case_insensitive:
filters_config["case-insensitive"] = settings.filters.case_insensitive
if settings.filters.case_sensitive:
filters_config["case-sensitive"] = settings.filters.case_sensitive
# Save to config
if notifications_config:
config.update_section("notifications", notifications_config)
if filters_config:
config.update_section("filters", filters_config)
return APIResponse(
success=True,
data={"updated": True},
message="Notification settings updated successfully",
)
except Exception as e:
logger.error(f"Failed to update notification settings: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to update notification settings: {str(e)}"
) from e
@router.post("/notifications/test", response_model=APIResponse)
async def test_notification(test_request: NotificationTest) -> APIResponse:
"""Send a test notification"""
try:
success = await notification_service.send_test_notification(
test_request.service, test_request.message
)
if success:
return APIResponse(
success=True,
data={"sent": True},
message=f"Test notification sent to {test_request.service} successfully",
)
else:
return APIResponse(
success=False,
message=f"Failed to send test notification to {test_request.service}",
)
except Exception as e:
logger.error(f"Failed to send test notification: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to send test notification: {str(e)}"
) from e
@router.get("/notifications/services", response_model=APIResponse)
async def get_notification_services() -> APIResponse:
"""Get available notification services and their status"""
try:
notifications_config = config.notifications_config
services = {
"discord": {
"name": "Discord",
"enabled": bool(notifications_config.get("discord", {}).get("webhook")),
"configured": bool(
notifications_config.get("discord", {}).get("webhook")
),
"active": notifications_config.get("discord", {}).get("enabled", True),
},
"telegram": {
"name": "Telegram",
"enabled": bool(
notifications_config.get("telegram", {}).get("api-key")
and notifications_config.get("telegram", {}).get("chat-id")
),
"configured": bool(
notifications_config.get("telegram", {}).get("api-key")
and notifications_config.get("telegram", {}).get("chat-id")
),
"active": notifications_config.get("telegram", {}).get("enabled", True),
},
}
return APIResponse(
success=True,
data=services,
message="Notification services status retrieved successfully",
)
except Exception as e:
logger.error(f"Failed to get notification services: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get notification services: {str(e)}"
) from e
@router.delete("/notifications/settings/{service}", response_model=APIResponse)
async def delete_notification_service(service: str) -> APIResponse:
"""Delete/disable a notification service"""
try:
if service not in ["discord", "telegram"]:
raise HTTPException(
status_code=400, detail="Service must be 'discord' or 'telegram'"
)
notifications_config = config.notifications_config.copy()
if service in notifications_config:
del notifications_config[service]
config.update_section("notifications", notifications_config)
return APIResponse(
success=True,
data={"deleted": service},
message=f"{service.capitalize()} notification service deleted successfully",
)
except Exception as e:
logger.error(f"Failed to delete notification service {service}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to delete notification service: {str(e)}"
) from e

213
leggen/api/routes/sync.py Normal file
View File

@@ -0,0 +1,213 @@
from typing import Optional
from fastapi import APIRouter, BackgroundTasks, HTTPException
from loguru import logger
from leggen.api.models.common import APIResponse
from leggen.api.models.sync import SchedulerConfig, SyncRequest
from leggen.background.scheduler import scheduler
from leggen.services.sync_service import SyncService
from leggen.utils.config import config
router = APIRouter()
sync_service = SyncService()
@router.get("/sync/status", response_model=APIResponse)
async def get_sync_status() -> APIResponse:
"""Get current sync status"""
try:
status = await sync_service.get_sync_status()
# Add scheduler information
next_sync_time = scheduler.get_next_sync_time()
if next_sync_time:
status.next_sync = next_sync_time
return APIResponse(
success=True, data=status, message="Sync status retrieved successfully"
)
except Exception as e:
logger.error(f"Failed to get sync status: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get sync status: {str(e)}"
) from e
@router.post("/sync", response_model=APIResponse)
async def trigger_sync(
background_tasks: BackgroundTasks, sync_request: Optional[SyncRequest] = None
) -> APIResponse:
"""Trigger a manual sync operation"""
try:
# Check if sync is already running
status = await sync_service.get_sync_status()
if status.is_running and not (sync_request and sync_request.force):
return APIResponse(
success=False,
message="Sync is already running. Use 'force: true' to override.",
)
# Determine what to sync
if sync_request and sync_request.account_ids:
# Sync specific accounts in background
background_tasks.add_task(
sync_service.sync_specific_accounts,
sync_request.account_ids,
sync_request.force if sync_request else False,
)
message = (
f"Started sync for {len(sync_request.account_ids)} specific accounts"
)
else:
# Sync all accounts in background
background_tasks.add_task(
sync_service.sync_all_accounts,
sync_request.force if sync_request else False,
)
message = "Started sync for all accounts"
return APIResponse(
success=True,
data={
"sync_started": True,
"force": sync_request.force if sync_request else False,
},
message=message,
)
except Exception as e:
logger.error(f"Failed to trigger sync: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to trigger sync: {str(e)}"
) from e
@router.post("/sync/now", response_model=APIResponse)
async def sync_now(sync_request: Optional[SyncRequest] = None) -> APIResponse:
"""Run sync synchronously and return results (slower, for testing)"""
try:
if sync_request and sync_request.account_ids:
result = await sync_service.sync_specific_accounts(
sync_request.account_ids, sync_request.force
)
else:
result = await sync_service.sync_all_accounts(
sync_request.force if sync_request else False
)
return APIResponse(
success=result.success,
data=result,
message="Sync completed"
if result.success
else f"Sync failed with {len(result.errors)} errors",
)
except Exception as e:
logger.error(f"Failed to run sync: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to run sync: {str(e)}"
) from e
@router.get("/sync/scheduler", response_model=APIResponse)
async def get_scheduler_config() -> APIResponse:
"""Get current scheduler configuration"""
try:
scheduler_config = config.scheduler_config
next_sync_time = scheduler.get_next_sync_time()
response_data = {
**scheduler_config,
"next_scheduled_sync": next_sync_time.isoformat()
if next_sync_time
else None,
"is_running": scheduler.scheduler.running
if hasattr(scheduler, "scheduler")
else False,
}
return APIResponse(
success=True,
data=response_data,
message="Scheduler configuration retrieved successfully",
)
except Exception as e:
logger.error(f"Failed to get scheduler config: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get scheduler config: {str(e)}"
) from e
@router.put("/sync/scheduler", response_model=APIResponse)
async def update_scheduler_config(scheduler_config: SchedulerConfig) -> APIResponse:
"""Update scheduler configuration"""
try:
# Validate cron expression if provided
if scheduler_config.cron:
try:
cron_parts = scheduler_config.cron.split()
if len(cron_parts) != 5:
raise ValueError(
"Cron expression must have 5 parts: minute hour day month day_of_week"
)
except Exception as e:
raise HTTPException(
status_code=400, detail=f"Invalid cron expression: {str(e)}"
) from e
# Update configuration
schedule_data = scheduler_config.dict(exclude_none=True)
config.update_section("scheduler", {"sync": schedule_data})
# Reschedule the job
scheduler.reschedule_sync(schedule_data)
return APIResponse(
success=True,
data=schedule_data,
message="Scheduler configuration updated successfully",
)
except Exception as e:
logger.error(f"Failed to update scheduler config: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to update scheduler config: {str(e)}"
) from e
@router.post("/sync/scheduler/start", response_model=APIResponse)
async def start_scheduler() -> APIResponse:
"""Start the background scheduler"""
try:
if not scheduler.scheduler.running:
scheduler.start()
return APIResponse(success=True, message="Scheduler started successfully")
else:
return APIResponse(success=True, message="Scheduler is already running")
except Exception as e:
logger.error(f"Failed to start scheduler: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to start scheduler: {str(e)}"
) from e
@router.post("/sync/scheduler/stop", response_model=APIResponse)
async def stop_scheduler() -> APIResponse:
"""Stop the background scheduler"""
try:
if scheduler.scheduler.running:
scheduler.shutdown()
return APIResponse(success=True, message="Scheduler stopped successfully")
else:
return APIResponse(success=True, message="Scheduler is already stopped")
except Exception as e:
logger.error(f"Failed to stop scheduler: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to stop scheduler: {str(e)}"
) from e

View File

@@ -0,0 +1,290 @@
from datetime import datetime, timedelta
from typing import List, Optional, Union
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggen.api.models.accounts import Transaction, TransactionSummary
from leggen.api.models.common import APIResponse, PaginatedResponse
from leggen.services.database_service import DatabaseService
router = APIRouter()
database_service = DatabaseService()
@router.get("/transactions", response_model=PaginatedResponse)
async def get_all_transactions(
page: int = Query(default=1, ge=1, description="Page number (1-based)"),
per_page: int = Query(default=50, le=500, description="Items per page"),
summary_only: bool = Query(
default=True, description="Return transaction summaries only"
),
date_from: Optional[str] = Query(
default=None, description="Filter from date (YYYY-MM-DD)"
),
date_to: Optional[str] = Query(
default=None, description="Filter to date (YYYY-MM-DD)"
),
min_amount: Optional[float] = Query(
default=None, description="Minimum transaction amount"
),
max_amount: Optional[float] = Query(
default=None, description="Maximum transaction amount"
),
search: Optional[str] = Query(
default=None, description="Search in transaction descriptions"
),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> PaginatedResponse:
"""Get all transactions from database with filtering options"""
try:
# Calculate offset from page and per_page
offset = (page - 1) * per_page
limit = per_page
# Get transactions from database instead of GoCardless API
db_transactions = await database_service.get_transactions_from_db(
account_id=account_id,
limit=limit,
offset=offset,
date_from=date_from,
date_to=date_to,
min_amount=min_amount,
max_amount=max_amount,
search=search,
)
# Get total count for pagination info (respecting the same filters)
total_transactions = await database_service.get_transaction_count_from_db(
account_id=account_id,
date_from=date_from,
date_to=date_to,
min_amount=min_amount,
max_amount=max_amount,
search=search,
)
data: Union[List[TransactionSummary], List[Transaction]]
if summary_only:
# Return simplified transaction summaries
data = [
TransactionSummary(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
currency=txn["transactionCurrency"],
status=txn["transactionStatus"],
account_id=txn["accountId"],
)
for txn in db_transactions
]
else:
# Return full transaction details
data = [
Transaction(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
transaction_date=txn["transactionDate"],
description=txn["description"],
transaction_value=txn["transactionValue"],
transaction_currency=txn["transactionCurrency"],
transaction_status=txn["transactionStatus"],
raw_transaction=txn["rawTransaction"],
)
for txn in db_transactions
]
total_pages = (total_transactions + per_page - 1) // per_page
return PaginatedResponse(
success=True,
data=data,
pagination={
"total": total_transactions,
"page": page,
"per_page": per_page,
"total_pages": total_pages,
"has_next": page < total_pages,
"has_prev": page > 1,
},
)
except Exception as e:
logger.error(f"Failed to get transactions from database: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get transactions: {str(e)}"
) from e
@router.get("/transactions/stats", response_model=APIResponse)
async def get_transaction_stats(
days: int = Query(default=30, description="Number of days to include in stats"),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> APIResponse:
"""Get transaction statistics for the last N days from database"""
try:
# Date range for stats
end_date = datetime.now()
start_date = end_date - timedelta(days=days)
# Format dates for database query
date_from = start_date.isoformat()
date_to = end_date.isoformat()
# Get transactions from database
recent_transactions = await database_service.get_transactions_from_db(
account_id=account_id,
date_from=date_from,
date_to=date_to,
limit=None, # Get all matching transactions for stats
)
# Calculate stats
total_transactions = len(recent_transactions)
total_income = sum(
txn["transactionValue"]
for txn in recent_transactions
if txn["transactionValue"] > 0
)
total_expenses = sum(
abs(txn["transactionValue"])
for txn in recent_transactions
if txn["transactionValue"] < 0
)
net_change = total_income - total_expenses
# Count by status
booked_count = len(
[txn for txn in recent_transactions if txn["transactionStatus"] == "booked"]
)
pending_count = len(
[
txn
for txn in recent_transactions
if txn["transactionStatus"] == "pending"
]
)
# Count unique accounts
unique_accounts = len({txn["accountId"] for txn in recent_transactions})
stats = {
"period_days": days,
"total_transactions": total_transactions,
"booked_transactions": booked_count,
"pending_transactions": pending_count,
"total_income": round(total_income, 2),
"total_expenses": round(total_expenses, 2),
"net_change": round(net_change, 2),
"average_transaction": round(
sum(txn["transactionValue"] for txn in recent_transactions)
/ total_transactions,
2,
)
if total_transactions > 0
else 0,
"accounts_included": unique_accounts,
}
return APIResponse(
success=True,
data=stats,
message=f"Transaction statistics for last {days} days",
)
except Exception as e:
logger.error(f"Failed to get transaction stats from database: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get transaction stats: {str(e)}"
) from e
@router.get("/transactions/analytics", response_model=APIResponse)
async def get_transactions_for_analytics(
days: int = Query(default=365, description="Number of days to include"),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> APIResponse:
"""Get all transactions for analytics (no pagination) for the last N days"""
try:
# Date range for analytics
end_date = datetime.now()
start_date = end_date - timedelta(days=days)
# Format dates for database query
date_from = start_date.isoformat()
date_to = end_date.isoformat()
# Get ALL transactions from database (no limit for analytics)
transactions = await database_service.get_transactions_from_db(
account_id=account_id,
date_from=date_from,
date_to=date_to,
limit=None, # No limit - get all transactions
)
# Transform for frontend (summary format)
transaction_summaries = [
{
"transaction_id": txn["transactionId"],
"date": txn["transactionDate"],
"description": txn["description"],
"amount": txn["transactionValue"],
"currency": txn["transactionCurrency"],
"status": txn["transactionStatus"],
"account_id": txn["accountId"],
}
for txn in transactions
]
return APIResponse(
success=True,
data=transaction_summaries,
message=f"Retrieved {len(transaction_summaries)} transactions for analytics",
)
except Exception as e:
logger.error(f"Failed to get transactions for analytics: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get analytics transactions: {str(e)}"
) from e
@router.get("/transactions/monthly-stats", response_model=APIResponse)
async def get_monthly_transaction_stats(
days: int = Query(default=365, description="Number of days to include"),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> APIResponse:
"""Get monthly transaction statistics aggregated by the database"""
try:
# Date range for monthly stats
end_date = datetime.now()
start_date = end_date - timedelta(days=days)
# Format dates for database query
date_from = start_date.isoformat()
date_to = end_date.isoformat()
# Get monthly aggregated stats from database
monthly_stats = await database_service.get_monthly_transaction_stats_from_db(
account_id=account_id,
date_from=date_from,
date_to=date_to,
)
return APIResponse(
success=True,
data=monthly_stats,
message=f"Retrieved monthly stats for last {days} days",
)
except Exception as e:
logger.error(f"Failed to get monthly transaction stats: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to get monthly stats: {str(e)}"
) from e

189
leggen/api_client.py Normal file
View File

@@ -0,0 +1,189 @@
import os
from typing import Any, Dict, List, Optional, Union
from urllib.parse import urljoin
import requests
from leggen.utils.text import error
class LeggenAPIClient:
"""Client for communicating with the leggen FastAPI service"""
base_url: str
def __init__(self, base_url: Optional[str] = None):
self.base_url = (
base_url
or os.environ.get("LEGGEN_API_URL", "http://localhost:8000")
or "http://localhost:8000"
)
self.session = requests.Session()
self.session.headers.update(
{"Content-Type": "application/json", "Accept": "application/json"}
)
def _make_request(self, method: str, endpoint: str, **kwargs) -> Dict[str, Any]:
"""Make HTTP request to the API"""
url = urljoin(self.base_url, endpoint)
try:
response = self.session.request(method, url, **kwargs)
response.raise_for_status()
return response.json()
except requests.exceptions.ConnectionError:
error("Could not connect to leggen server. Is it running?")
error(f"Trying to connect to: {self.base_url}")
raise
except requests.exceptions.HTTPError as e:
error(f"API request failed: {e}")
if response.text:
try:
error_data = response.json()
error(f"Error details: {error_data.get('detail', 'Unknown error')}")
except Exception:
error(f"Response: {response.text}")
raise
except Exception as e:
error(f"Unexpected error: {e}")
raise
def health_check(self) -> bool:
"""Check if the leggen server is healthy"""
try:
response = self._make_request("GET", "/health")
return response.get("status") == "healthy"
except Exception:
return False
# Bank endpoints
def get_institutions(self, country: str = "PT") -> List[Dict[str, Any]]:
"""Get bank institutions for a country"""
response = self._make_request(
"GET", "/api/v1/banks/institutions", params={"country": country}
)
return response.get("data", [])
def connect_to_bank(
self, institution_id: str, redirect_url: str = "http://localhost:8000/"
) -> Dict[str, Any]:
"""Connect to a bank"""
response = self._make_request(
"POST",
"/api/v1/banks/connect",
json={"institution_id": institution_id, "redirect_url": redirect_url},
)
return response.get("data", {})
def get_bank_status(self) -> List[Dict[str, Any]]:
"""Get bank connection status"""
response = self._make_request("GET", "/api/v1/banks/status")
return response.get("data", [])
def get_supported_countries(self) -> List[Dict[str, Any]]:
"""Get supported countries"""
response = self._make_request("GET", "/api/v1/banks/countries")
return response.get("data", [])
# Account endpoints
def get_accounts(self) -> List[Dict[str, Any]]:
"""Get all accounts"""
response = self._make_request("GET", "/api/v1/accounts")
return response.get("data", [])
def get_account_details(self, account_id: str) -> Dict[str, Any]:
"""Get account details"""
response = self._make_request("GET", f"/api/v1/accounts/{account_id}")
return response.get("data", {})
def get_account_balances(self, account_id: str) -> List[Dict[str, Any]]:
"""Get account balances"""
response = self._make_request("GET", f"/api/v1/accounts/{account_id}/balances")
return response.get("data", [])
def get_account_transactions(
self, account_id: str, limit: int = 100, summary_only: bool = False
) -> List[Dict[str, Any]]:
"""Get account transactions"""
response = self._make_request(
"GET",
f"/api/v1/accounts/{account_id}/transactions",
params={"limit": limit, "summary_only": summary_only},
)
return response.get("data", [])
# Transaction endpoints
def get_all_transactions(
self, limit: int = 100, summary_only: bool = True, **filters
) -> List[Dict[str, Any]]:
"""Get all transactions with optional filters"""
params = {"limit": limit, "summary_only": summary_only}
params.update(filters)
response = self._make_request("GET", "/api/v1/transactions", params=params)
return response.get("data", [])
def get_transaction_stats(
self, days: int = 30, account_id: Optional[str] = None
) -> Dict[str, Any]:
"""Get transaction statistics"""
params: Dict[str, Union[int, str]] = {"days": days}
if account_id:
params["account_id"] = account_id
response = self._make_request(
"GET", "/api/v1/transactions/stats", params=params
)
return response.get("data", {})
# Sync endpoints
def get_sync_status(self) -> Dict[str, Any]:
"""Get sync status"""
response = self._make_request("GET", "/api/v1/sync/status")
return response.get("data", {})
def trigger_sync(
self, account_ids: Optional[List[str]] = None, force: bool = False
) -> Dict[str, Any]:
"""Trigger a sync"""
data: Dict[str, Union[bool, List[str]]] = {"force": force}
if account_ids:
data["account_ids"] = account_ids
response = self._make_request("POST", "/api/v1/sync", json=data)
return response.get("data", {})
def sync_now(
self, account_ids: Optional[List[str]] = None, force: bool = False
) -> Dict[str, Any]:
"""Run sync synchronously"""
data: Dict[str, Union[bool, List[str]]] = {"force": force}
if account_ids:
data["account_ids"] = account_ids
response = self._make_request("POST", "/api/v1/sync/now", json=data)
return response.get("data", {})
def get_scheduler_config(self) -> Dict[str, Any]:
"""Get scheduler configuration"""
response = self._make_request("GET", "/api/v1/sync/scheduler")
return response.get("data", {})
def update_scheduler_config(
self,
enabled: bool = True,
hour: int = 3,
minute: int = 0,
cron: Optional[str] = None,
) -> Dict[str, Any]:
"""Update scheduler configuration"""
data: Dict[str, Union[bool, int, str]] = {
"enabled": enabled,
"hour": hour,
"minute": minute,
}
if cron:
data["cron"] = cron
response = self._make_request("PUT", "/api/v1/sync/scheduler", json=data)
return response.get("data", {})

View File

@@ -0,0 +1,168 @@
from apscheduler.schedulers.asyncio import AsyncIOScheduler
from apscheduler.triggers.cron import CronTrigger
from loguru import logger
from leggen.services.notification_service import NotificationService
from leggen.services.sync_service import SyncService
from leggen.utils.config import config
class BackgroundScheduler:
def __init__(self):
self.scheduler = AsyncIOScheduler()
self.sync_service = SyncService()
self.notification_service = NotificationService()
self.max_retries = 3
self.retry_delay = 300 # 5 minutes
def start(self):
"""Start the scheduler and configure sync jobs based on configuration"""
schedule_config = config.scheduler_config.get("sync", {})
if not schedule_config.get("enabled", True):
logger.info("Sync scheduling is disabled in configuration")
self.scheduler.start()
return
# Parse schedule configuration
trigger = self._parse_cron_config(schedule_config)
if not trigger:
return
self.scheduler.add_job(
self._run_sync,
trigger,
id="daily_sync",
name="Scheduled sync of all transactions",
max_instances=1,
)
self.scheduler.start()
logger.info(f"Background scheduler started with sync job: {trigger}")
def shutdown(self):
if self.scheduler.running:
self.scheduler.shutdown()
logger.info("Background scheduler shutdown")
def reschedule_sync(self, schedule_config: dict):
"""Reschedule the sync job with new configuration"""
if self.scheduler.running:
try:
self.scheduler.remove_job("daily_sync")
logger.info("Removed existing sync job")
except Exception:
pass # Job might not exist
if not schedule_config.get("enabled", True):
logger.info("Sync scheduling disabled")
return
# Configure new schedule
trigger = self._parse_cron_config(schedule_config)
if not trigger:
return
self.scheduler.add_job(
self._run_sync,
trigger,
id="daily_sync",
name="Scheduled sync of all transactions",
max_instances=1,
)
logger.info(f"Rescheduled sync job with: {trigger}")
def _parse_cron_config(self, schedule_config: dict) -> CronTrigger:
"""Parse cron configuration and return CronTrigger"""
if schedule_config.get("cron"):
# Parse custom cron expression (e.g., "0 3 * * *" for daily at 3 AM)
try:
cron_parts = schedule_config["cron"].split()
if len(cron_parts) == 5:
minute, hour, day, month, day_of_week = cron_parts
return CronTrigger(
minute=minute,
hour=hour,
day=day if day != "*" else None,
month=month if month != "*" else None,
day_of_week=day_of_week if day_of_week != "*" else None,
)
else:
logger.error(f"Invalid cron expression: {schedule_config['cron']}")
return None
except Exception as e:
logger.error(f"Error parsing cron expression: {e}")
return None
else:
# Use hour/minute configuration (default: 3:00 AM daily)
hour = schedule_config.get("hour", 3)
minute = schedule_config.get("minute", 0)
return CronTrigger(hour=hour, minute=minute)
async def _run_sync(self, retry_count: int = 0):
"""Run sync with enhanced error handling and retry logic"""
try:
logger.info("Starting scheduled sync job")
await self.sync_service.sync_all_accounts()
logger.info("Scheduled sync job completed successfully")
except Exception as e:
logger.error(
f"Scheduled sync job failed (attempt {retry_count + 1}/{self.max_retries}): {e}"
)
# Send notification about the failure
try:
await self.notification_service.send_expiry_notification(
{
"type": "sync_failure",
"error": str(e),
"retry_count": retry_count + 1,
"max_retries": self.max_retries,
}
)
except Exception as notification_error:
logger.error(
f"Failed to send failure notification: {notification_error}"
)
# Implement retry logic for transient failures
if retry_count < self.max_retries - 1:
import datetime
logger.info(f"Retrying sync job in {self.retry_delay} seconds...")
# Schedule a retry
retry_time = datetime.datetime.now() + datetime.timedelta(
seconds=self.retry_delay
)
self.scheduler.add_job(
self._run_sync,
"date",
args=[retry_count + 1],
id=f"sync_retry_{retry_count + 1}",
run_date=retry_time,
)
else:
logger.error("Maximum retries exceeded for sync job")
# Send final failure notification
try:
await self.notification_service.send_expiry_notification(
{
"type": "sync_final_failure",
"error": str(e),
"retry_count": retry_count + 1,
}
)
except Exception as notification_error:
logger.error(
f"Failed to send final failure notification: {notification_error}"
)
def get_next_sync_time(self):
"""Get the next scheduled sync time"""
job = self.scheduler.get_job("daily_sync")
if job:
return job.next_run_time
return None
scheduler = BackgroundScheduler()

View File

@@ -1,7 +1,7 @@
import click
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.network import get
from leggen.utils.text import datefmt, print_table
@@ -11,36 +11,33 @@ def balances(ctx: click.Context):
"""
List balances of all connected accounts
"""
api_client = LeggenAPIClient(ctx.obj.get("api_url"))
res = get(ctx, "/requisitions/")
accounts = set()
for r in res.get("results", []):
accounts.update(r.get("accounts", []))
# Check if leggen server is available
if not api_client.health_check():
click.echo(
"Error: Cannot connect to leggen server. Please ensure it's running."
)
return
accounts = api_client.get_accounts()
all_balances = []
for account in accounts:
account_ballances = get(ctx, f"/accounts/{account}/balances/").get(
"balances", []
)
for balance in account_ballances:
balance_amount = balance["balanceAmount"]
amount = round(float(balance_amount["amount"]), 2)
symbol = (
""
if balance_amount["currency"] == "EUR"
else f" {balance_amount['currency']}"
)
for balance in account.get("balances", []):
amount = round(float(balance["amount"]), 2)
symbol = "" if balance["currency"] == "EUR" else f" {balance['currency']}"
amount_str = f"{amount}{symbol}"
date = (
datefmt(balance.get("lastChangeDateTime"))
if balance.get("lastChangeDateTime")
datefmt(balance.get("last_change_date"))
if balance.get("last_change_date")
else ""
)
all_balances.append(
{
"Account": account,
"Account": account["id"],
"Amount": amount_str,
"Type": balance["balanceType"],
"Type": balance["balance_type"],
"Last change at": date,
}
)

View File

@@ -1,36 +0,0 @@
import os
import click
from leggen.main import cli
cmd_folder = os.path.abspath(os.path.dirname(__file__))
class BankGroup(click.Group):
def list_commands(self, ctx):
rv = []
for filename in os.listdir(cmd_folder):
if filename.endswith(".py") and not filename.startswith("__init__"):
if filename == "list_banks.py":
rv.append("list")
else:
rv.append(filename[:-3])
rv.sort()
return rv
def get_command(self, ctx, name):
try:
if name == "list":
name = "list_banks"
mod = __import__(f"leggen.commands.bank.{name}", None, None, [name])
except ImportError:
return
return getattr(mod, name)
@cli.group(cls=BankGroup)
@click.pass_context
def bank(ctx):
"""Manage banks connections"""
return

Some files were not shown because too many files have changed in this diff Show More