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16 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
97 changed files with 5685 additions and 3099 deletions

View File

@@ -1,4 +1,82 @@
## 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

View File

@@ -20,8 +20,8 @@ enabled = true
# Optional: Telegram notifications
[notifications.telegram]
token = "your-bot-token"
chat_id = 12345
api-key = "your-bot-token"
chat-id = 12345
enabled = true
# Optional: Transaction filters for notifications

View File

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

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

@@ -19,5 +19,17 @@ export default tseslint.config([
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",
},
},
]);

View File

@@ -8,6 +8,10 @@
"name": "frontend",
"version": "0.0.0",
"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",
@@ -15,13 +19,19 @@
"@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",
"tailwindcss": "^3.4.17"
"tailwind-merge": "^3.3.1",
"tailwindcss": "^3.4.17",
"tailwindcss-animate": "^1.0.7"
},
"devDependencies": {
"@eslint/js": "^9.33.0",
@@ -487,6 +497,12 @@
"node": ">=6.9.0"
}
},
"node_modules/@date-fns/tz": {
"version": "1.4.1",
"resolved": "https://registry.npmjs.org/@date-fns/tz/-/tz-1.4.1.tgz",
"integrity": "sha512-P5LUNhtbj6YfI3iJjw5EL9eUAG6OitD0W3fWQcpQjDRc/QIsL0tRNuO1PcDvPccWL1fSTXXdE1ds+l95DV/OFA==",
"license": "MIT"
},
"node_modules/@esbuild/aix-ppc64": {
"version": "0.25.9",
"resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.25.9.tgz",
@@ -1057,6 +1073,44 @@
"node": "^18.18.0 || ^20.9.0 || >=21.1.0"
}
},
"node_modules/@floating-ui/core": {
"version": "1.7.3",
"resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.7.3.tgz",
"integrity": "sha512-sGnvb5dmrJaKEZ+LDIpguvdX3bDlEllmv4/ClQ9awcmCZrlx5jQyyMWFM5kBI+EyNOCDDiKk8il0zeuX3Zlg/w==",
"license": "MIT",
"dependencies": {
"@floating-ui/utils": "^0.2.10"
}
},
"node_modules/@floating-ui/dom": {
"version": "1.7.4",
"resolved": "https://registry.npmjs.org/@floating-ui/dom/-/dom-1.7.4.tgz",
"integrity": "sha512-OOchDgh4F2CchOX94cRVqhvy7b3AFb+/rQXyswmzmGakRfkMgoWVjfnLWkRirfLEfuD4ysVW16eXzwt3jHIzKA==",
"license": "MIT",
"dependencies": {
"@floating-ui/core": "^1.7.3",
"@floating-ui/utils": "^0.2.10"
}
},
"node_modules/@floating-ui/react-dom": {
"version": "2.1.6",
"resolved": "https://registry.npmjs.org/@floating-ui/react-dom/-/react-dom-2.1.6.tgz",
"integrity": "sha512-4JX6rEatQEvlmgU80wZyq9RT96HZJa88q8hp0pBd+LrczeDI4o6uA2M+uvxngVHo4Ihr8uibXxH6+70zhAFrVw==",
"license": "MIT",
"dependencies": {
"@floating-ui/dom": "^1.7.4"
},
"peerDependencies": {
"react": ">=16.8.0",
"react-dom": ">=16.8.0"
}
},
"node_modules/@floating-ui/utils": {
"version": "0.2.10",
"resolved": "https://registry.npmjs.org/@floating-ui/utils/-/utils-0.2.10.tgz",
"integrity": "sha512-aGTxbpbg8/b5JfU1HXSrbH3wXZuLPJcNEcZQFMxLs3oSzgtVu6nFPkbbGGUvBcUjKV2YyB9Wxxabo+HEH9tcRQ==",
"license": "MIT"
},
"node_modules/@humanfs/core": {
"version": "0.19.1",
"resolved": "https://registry.npmjs.org/@humanfs/core/-/core-0.19.1.tgz",
@@ -1216,6 +1270,599 @@
"node": ">=14"
}
},
"node_modules/@radix-ui/number": {
"version": "1.1.1",
"resolved": "https://registry.npmjs.org/@radix-ui/number/-/number-1.1.1.tgz",
"integrity": "sha512-MkKCwxlXTgz6CFoJx3pCwn07GKp36+aZyu/u2Ln2VrA5DcdyCZkASEDBTd8x5whTQQL5CiYf4prXKLcgQdv29g==",
"license": "MIT"
},
"node_modules/@radix-ui/primitive": {
"version": "1.1.3",
"resolved": "https://registry.npmjs.org/@radix-ui/primitive/-/primitive-1.1.3.tgz",
"integrity": "sha512-JTF99U/6XIjCBo0wqkU5sK10glYe27MRRsfwoiq5zzOEZLHU3A3KCMa5X/azekYRCJ0HlwI0crAXS/5dEHTzDg==",
"license": "MIT"
},
"node_modules/@radix-ui/react-arrow": {
"version": "1.1.7",
"resolved": "https://registry.npmjs.org/@radix-ui/react-arrow/-/react-arrow-1.1.7.tgz",
"integrity": "sha512-F+M1tLhO+mlQaOWspE8Wstg+z6PwxwRd8oQ8IXceWz92kfAmalTRf0EjrouQeo7QssEPfCn05B4Ihs1K9WQ/7w==",
"license": "MIT",
"dependencies": {
"@radix-ui/react-primitive": "2.1.3"
},
"peerDependencies": {
"@types/react": "*",
"@types/react-dom": "*",
"react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
"react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
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"peerDependenciesMeta": {
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"optional": true
},
"@types/react-dom": {
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}
}
},
"node_modules/@radix-ui/react-collection": {
"version": "1.1.7",
"resolved": "https://registry.npmjs.org/@radix-ui/react-collection/-/react-collection-1.1.7.tgz",
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"dependencies": {
"@radix-ui/react-compose-refs": "1.1.2",
"@radix-ui/react-context": "1.1.2",
"@radix-ui/react-primitive": "2.1.3",
"@radix-ui/react-slot": "1.2.3"
},
"peerDependencies": {
"@types/react": "*",
"@types/react-dom": "*",
"react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
"react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
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"license": "MIT",
"peerDependencies": {
"@types/react": "*",
"react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
},
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"node_modules/@radix-ui/react-context": {
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"node_modules/ast-types": {
"version": "0.16.1",
"resolved": "https://registry.npmjs.org/ast-types/-/ast-types-0.16.1.tgz",
@@ -2666,6 +3325,18 @@
"fsevents": "~2.3.2"
}
},
"node_modules/class-variance-authority": {
"version": "0.7.1",
"resolved": "https://registry.npmjs.org/class-variance-authority/-/class-variance-authority-0.7.1.tgz",
"integrity": "sha512-Ka+9Trutv7G8M6WT6SeiRWz792K5qEqIGEGzXKhAE6xOWAY6pPH8U+9IY3oCMv6kqTmLsv7Xh/2w2RigkePMsg==",
"license": "Apache-2.0",
"dependencies": {
"clsx": "^2.1.1"
},
"funding": {
"url": "https://polar.sh/cva"
}
},
"node_modules/cliui": {
"version": "8.0.1",
"resolved": "https://registry.npmjs.org/cliui/-/cliui-8.0.1.tgz",
@@ -2747,6 +3418,22 @@
"node": ">=6"
}
},
"node_modules/cmdk": {
"version": "1.1.1",
"resolved": "https://registry.npmjs.org/cmdk/-/cmdk-1.1.1.tgz",
"integrity": "sha512-Vsv7kFaXm+ptHDMZ7izaRsP70GgrW9NBNGswt9OZaVBLlE0SNpDq8eu/VGXyF9r7M0azK3Wy7OlYXsuyYLFzHg==",
"license": "MIT",
"dependencies": {
"@radix-ui/react-compose-refs": "^1.1.1",
"@radix-ui/react-dialog": "^1.1.6",
"@radix-ui/react-id": "^1.1.0",
"@radix-ui/react-primitive": "^2.0.2"
},
"peerDependencies": {
"react": "^18 || ^19 || ^19.0.0-rc",
"react-dom": "^18 || ^19 || ^19.0.0-rc"
}
},
"node_modules/color-convert": {
"version": "2.0.1",
"resolved": "https://registry.npmjs.org/color-convert/-/color-convert-2.0.1.tgz",
@@ -2959,6 +3646,22 @@
"node": ">=12"
}
},
"node_modules/date-fns": {
"version": "4.1.0",
"resolved": "https://registry.npmjs.org/date-fns/-/date-fns-4.1.0.tgz",
"integrity": "sha512-Ukq0owbQXxa/U3EGtsdVBkR1w7KOQ5gIBqdH2hkvknzZPYvBxb/aa6E8L7tmjFtkwZBu3UXBbjIgPo/Ez4xaNg==",
"license": "MIT",
"funding": {
"type": "github",
"url": "https://github.com/sponsors/kossnocorp"
}
},
"node_modules/date-fns-jalali": {
"version": "4.1.0-0",
"resolved": "https://registry.npmjs.org/date-fns-jalali/-/date-fns-jalali-4.1.0-0.tgz",
"integrity": "sha512-hTIP/z+t+qKwBDcmmsnmjWTduxCg+5KfdqWQvb2X/8C9+knYY6epN/pfxdDuyVlSVeFz0sM5eEfwIUQ70U4ckg==",
"license": "MIT"
},
"node_modules/debug": {
"version": "4.4.1",
"resolved": "https://registry.npmjs.org/debug/-/debug-4.4.1.tgz",
@@ -2998,6 +3701,12 @@
"node": ">=0.4.0"
}
},
"node_modules/detect-node-es": {
"version": "1.1.0",
"resolved": "https://registry.npmjs.org/detect-node-es/-/detect-node-es-1.1.0.tgz",
"integrity": "sha512-ypdmJU/TbBby2Dxibuv7ZLW3Bs1QEmM7nHjEANfohJLvE0XVujisn1qPJcZxg+qDucsr+bP6fLD1rPS3AhJ7EQ==",
"license": "MIT"
},
"node_modules/didyoumean": {
"version": "1.2.2",
"resolved": "https://registry.npmjs.org/didyoumean/-/didyoumean-1.2.2.tgz",
@@ -3618,6 +4327,15 @@
"url": "https://github.com/sponsors/ljharb"
}
},
"node_modules/get-nonce": {
"version": "1.0.1",
"resolved": "https://registry.npmjs.org/get-nonce/-/get-nonce-1.0.1.tgz",
"integrity": "sha512-FJhYRoDaiatfEkUK8HKlicmu/3SGFD51q3itKDGoSTysQJBnfOcxU5GxnhE1E6soB76MbT0MBtnKJuXyAx+96Q==",
"license": "MIT",
"engines": {
"node": ">=6"
}
},
"node_modules/get-proto": {
"version": "1.0.1",
"resolved": "https://registry.npmjs.org/get-proto/-/get-proto-1.0.1.tgz",
@@ -4620,6 +5338,27 @@
"node": ">=0.10.0"
}
},
"node_modules/react-day-picker": {
"version": "9.10.0",
"resolved": "https://registry.npmjs.org/react-day-picker/-/react-day-picker-9.10.0.tgz",
"integrity": "sha512-tedecLSd+fpSN+J08601MaMsf122nxtqZXxB6lwX37qFoLtuPNuRJN8ylxFjLhyJS1kaLfAqL1GUkSLd2BMrpQ==",
"license": "MIT",
"dependencies": {
"@date-fns/tz": "^1.4.1",
"date-fns": "^4.1.0",
"date-fns-jalali": "^4.1.0-0"
},
"engines": {
"node": ">=18"
},
"funding": {
"type": "individual",
"url": "https://github.com/sponsors/gpbl"
},
"peerDependencies": {
"react": ">=16.8.0"
}
},
"node_modules/react-dom": {
"version": "19.1.1",
"resolved": "https://registry.npmjs.org/react-dom/-/react-dom-19.1.1.tgz",
@@ -4672,6 +5411,75 @@
"node": ">=0.10.0"
}
},
"node_modules/react-remove-scroll": {
"version": "2.7.1",
"resolved": "https://registry.npmjs.org/react-remove-scroll/-/react-remove-scroll-2.7.1.tgz",
"integrity": "sha512-HpMh8+oahmIdOuS5aFKKY6Pyog+FNaZV/XyJOq7b4YFwsFHe5yYfdbIalI4k3vU2nSDql7YskmUseHsRrJqIPA==",
"license": "MIT",
"dependencies": {
"react-remove-scroll-bar": "^2.3.7",
"react-style-singleton": "^2.2.3",
"tslib": "^2.1.0",
"use-callback-ref": "^1.3.3",
"use-sidecar": "^1.1.3"
},
"engines": {
"node": ">=10"
},
"peerDependencies": {
"@types/react": "*",
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
}
}
},
"node_modules/react-remove-scroll-bar": {
"version": "2.3.8",
"resolved": "https://registry.npmjs.org/react-remove-scroll-bar/-/react-remove-scroll-bar-2.3.8.tgz",
"integrity": "sha512-9r+yi9+mgU33AKcj6IbT9oRCO78WriSj6t/cF8DWBZJ9aOGPOTEDvdUDz1FwKim7QXWwmHqtdHnRJfhAxEG46Q==",
"license": "MIT",
"dependencies": {
"react-style-singleton": "^2.2.2",
"tslib": "^2.0.0"
},
"engines": {
"node": ">=10"
},
"peerDependencies": {
"@types/react": "*",
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
}
}
},
"node_modules/react-style-singleton": {
"version": "2.2.3",
"resolved": "https://registry.npmjs.org/react-style-singleton/-/react-style-singleton-2.2.3.tgz",
"integrity": "sha512-b6jSvxvVnyptAiLjbkWLE/lOnR4lfTtDAl+eUC7RZy+QQWc6wRzIV2CE6xBuMmDxc2qIihtDCZD5NPOFl7fRBQ==",
"license": "MIT",
"dependencies": {
"get-nonce": "^1.0.0",
"tslib": "^2.0.0"
},
"engines": {
"node": ">=10"
},
"peerDependencies": {
"@types/react": "*",
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
}
}
},
"node_modules/read-cache": {
"version": "1.0.0",
"resolved": "https://registry.npmjs.org/read-cache/-/read-cache-1.0.0.tgz",
@@ -5131,6 +5939,16 @@
"url": "https://github.com/sponsors/ljharb"
}
},
"node_modules/tailwind-merge": {
"version": "3.3.1",
"resolved": "https://registry.npmjs.org/tailwind-merge/-/tailwind-merge-3.3.1.tgz",
"integrity": "sha512-gBXpgUm/3rp1lMZZrM/w7D8GKqshif0zAymAhbCyIt8KMe+0v9DQ7cdYLR4FHH/cKpdTXb+A/tKKU3eolfsI+g==",
"license": "MIT",
"funding": {
"type": "github",
"url": "https://github.com/sponsors/dcastil"
}
},
"node_modules/tailwindcss": {
"version": "3.4.17",
"resolved": "https://registry.npmjs.org/tailwindcss/-/tailwindcss-3.4.17.tgz",
@@ -5168,6 +5986,15 @@
"node": ">=14.0.0"
}
},
"node_modules/tailwindcss-animate": {
"version": "1.0.7",
"resolved": "https://registry.npmjs.org/tailwindcss-animate/-/tailwindcss-animate-1.0.7.tgz",
"integrity": "sha512-bl6mpH3T7I3UFxuvDEXLxy/VuFxBk5bbzplh7tXI68mwMokNYd1t9qPBHlnyTwfa4JGC4zP516I1hYYtQ/vspA==",
"license": "MIT",
"peerDependencies": {
"tailwindcss": ">=3.0.0 || insiders"
}
},
"node_modules/tailwindcss/node_modules/glob-parent": {
"version": "6.0.2",
"resolved": "https://registry.npmjs.org/glob-parent/-/glob-parent-6.0.2.tgz",
@@ -5437,6 +6264,49 @@
"punycode": "^2.1.0"
}
},
"node_modules/use-callback-ref": {
"version": "1.3.3",
"resolved": "https://registry.npmjs.org/use-callback-ref/-/use-callback-ref-1.3.3.tgz",
"integrity": "sha512-jQL3lRnocaFtu3V00JToYz/4QkNWswxijDaCVNZRiRTO3HQDLsdu1ZtmIUvV4yPp+rvWm5j0y0TG/S61cuijTg==",
"license": "MIT",
"dependencies": {
"tslib": "^2.0.0"
},
"engines": {
"node": ">=10"
},
"peerDependencies": {
"@types/react": "*",
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
}
}
},
"node_modules/use-sidecar": {
"version": "1.1.3",
"resolved": "https://registry.npmjs.org/use-sidecar/-/use-sidecar-1.1.3.tgz",
"integrity": "sha512-Fedw0aZvkhynoPYlA5WXrMCAMm+nSWdZt6lzJQ7Ok8S6Q+VsHmHpRWndVRJ8Be0ZbkfPc5LRYH+5XrzXcEeLRQ==",
"license": "MIT",
"dependencies": {
"detect-node-es": "^1.1.0",
"tslib": "^2.0.0"
},
"engines": {
"node": ">=10"
},
"peerDependencies": {
"@types/react": "*",
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
}
}
},
"node_modules/use-sync-external-store": {
"version": "1.5.0",
"resolved": "https://registry.npmjs.org/use-sync-external-store/-/use-sync-external-store-1.5.0.tgz",

View File

@@ -10,6 +10,10 @@
"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",
@@ -17,13 +21,19 @@
"@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",
"tailwindcss": "^3.4.17"
"tailwind-merge": "^3.3.1",
"tailwindcss": "^3.4.17",
"tailwindcss-animate": "^1.0.7"
},
"devDependencies": {
"@eslint/js": "^9.33.0",

View File

@@ -1,23 +0,0 @@
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import Dashboard from "./components/Dashboard";
const queryClient = new QueryClient({
defaultOptions: {
queries: {
refetchOnWindowFocus: false,
retry: 1,
},
},
});
function App() {
return (
<QueryClientProvider client={queryClient}>
<div className="min-h-screen bg-gray-50">
<Dashboard />
</div>
</QueryClientProvider>
);
}
export default App;

View File

@@ -13,38 +13,47 @@ import {
} 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':
case "ready":
return {
color: 'bg-green-500',
tooltip: 'Ready',
color: "bg-green-500",
tooltip: "Ready",
};
case 'pending':
case "pending":
return {
color: 'bg-yellow-500',
tooltip: 'Pending',
color: "bg-yellow-500",
tooltip: "Pending",
};
case 'error':
case 'failed':
case "error":
case "failed":
return {
color: 'bg-red-500',
tooltip: 'Error',
color: "bg-red-500",
tooltip: "Error",
};
case 'inactive':
case "inactive":
return {
color: 'bg-gray-500',
tooltip: 'Inactive',
color: "bg-gray-500",
tooltip: "Inactive",
};
default:
return {
color: 'bg-blue-500',
color: "bg-blue-500",
tooltip: status,
};
}
@@ -72,8 +81,8 @@ export default function AccountsOverview() {
const queryClient = useQueryClient();
const updateAccountMutation = useMutation({
mutationFn: ({ id, name }: { id: string; name: string }) =>
apiClient.updateAccount(id, { name }),
mutationFn: ({ id, display_name }: { id: string; display_name: string }) =>
apiClient.updateAccount(id, { display_name }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["accounts"] });
setEditingAccountId(null);
@@ -86,14 +95,15 @@ export default function AccountsOverview() {
const handleEditStart = (account: Account) => {
setEditingAccountId(account.id);
setEditingName(account.name || "");
// 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,
name: editingName.trim(),
display_name: editingName.trim(),
});
}
};
@@ -105,35 +115,28 @@ export default function AccountsOverview() {
if (accountsLoading) {
return (
<div className="bg-white rounded-lg shadow">
<Card>
<LoadingSpinner message="Loading accounts..." />
</div>
</Card>
);
}
if (accountsError) {
return (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Failed to load accounts
</h3>
<p className="text-gray-600 mb-4">
Unable to connect to the Leggen API. Please check your
configuration and ensure the API server is running.
</p>
<button
onClick={() => refetchAccounts()}
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" />
Retry
</button>
</div>
</div>
</div>
<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>
);
}
@@ -151,213 +154,229 @@ export default function AccountsOverview() {
<div className="space-y-6">
{/* Summary Cards */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-gray-600">Total Balance</p>
<p className="text-2xl font-bold text-gray-900">
{formatCurrency(totalBalance)}
</p>
<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>
<div className="p-3 bg-green-100 rounded-full">
<TrendingUp className="h-6 w-6 text-green-600" />
</div>
</div>
</div>
</CardContent>
</Card>
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-gray-600">
Total Accounts
</p>
<p className="text-2xl font-bold text-gray-900">
{totalAccounts}
</p>
<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>
<div className="p-3 bg-blue-100 rounded-full">
<CreditCard className="h-6 w-6 text-blue-600" />
</div>
</div>
</div>
</CardContent>
</Card>
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-between">
<div>
<p className="text-sm font-medium text-gray-600">
Connected Banks
</p>
<p className="text-2xl font-bold text-gray-900">{uniqueBanks}</p>
<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>
<div className="p-3 bg-purple-100 rounded-full">
<Building2 className="h-6 w-6 text-purple-600" />
</div>
</div>
</div>
</CardContent>
</Card>
</div>
{/* Accounts List */}
<div className="bg-white rounded-lg shadow">
<div className="px-6 py-4 border-b border-gray-200">
<h3 className="text-lg font-medium text-gray-900">Bank Accounts</h3>
<p className="text-sm text-gray-600">
Manage your connected bank accounts
</p>
</div>
<Card>
<CardHeader>
<CardTitle>Bank Accounts</CardTitle>
<CardDescription>Manage your connected bank accounts</CardDescription>
</CardHeader>
{!accounts || accounts.length === 0 ? (
<div className="p-6 text-center">
<CreditCard className="h-12 w-12 text-gray-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
<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-gray-600">
<p className="text-muted-foreground">
Connect your first bank account to get started with Leggen.
</p>
</div>
</CardContent>
) : (
<div className="divide-y divide-gray-200">
{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;
<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-gray-50 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-gray-100 rounded-full">
<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-gray-600" />
</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-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
placeholder="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-gray-600 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-gray-900 truncate">
{account.name || "Unnamed Account"}
</h4>
<button
onClick={() => handleEditStart(account)}
className="flex-shrink-0 p-1 text-gray-400 hover:text-gray-600 transition-colors"
title="Edit account name"
>
<Edit2 className="h-4 w-4" />
</button>
</div>
<p className="text-sm text-gray-600 truncate">
{account.institution_id}
</p>
{account.iban && (
<p className="text-xs text-gray-500 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>
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>
<p className="text-xs sm:text-sm text-gray-500 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>
{/* 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>
);
})}
</div>
);
})}
</div>
</CardContent>
)}
</div>
</Card>
</div>
);
}

View File

@@ -1,197 +0,0 @@
import { useState } from "react";
import { useQuery } from "@tanstack/react-query";
import {
CreditCard,
TrendingUp,
Activity,
Menu,
X,
Home,
List,
BarChart3,
Wifi,
WifiOff,
Bell,
} from "lucide-react";
import { apiClient } from "../lib/api";
import AccountsOverview from "./AccountsOverview";
import TransactionsList from "./TransactionsList";
import Notifications from "./Notifications";
import ErrorBoundary from "./ErrorBoundary";
import { cn } from "../lib/utils";
import type { Account } from "../types/api";
type TabType = "overview" | "transactions" | "analytics" | "notifications";
export default function Dashboard() {
const [activeTab, setActiveTab] = useState<TabType>("overview");
const [sidebarOpen, setSidebarOpen] = useState(false);
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const {
data: healthStatus,
isLoading: healthLoading,
isError: healthError,
} = useQuery({
queryKey: ["health"],
queryFn: async () => {
return await apiClient.getHealth();
},
refetchInterval: 30000, // Check every 30 seconds
retry: 3,
});
const navigation = [
{ name: "Overview", icon: Home, id: "overview" as TabType },
{ name: "Transactions", icon: List, id: "transactions" as TabType },
{ name: "Analytics", icon: BarChart3, id: "analytics" as TabType },
{ name: "Notifications", icon: Bell, id: "notifications" as TabType },
];
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;
return (
<div className="flex h-screen bg-gray-100">
{/* Sidebar */}
<div
className={cn(
"fixed inset-y-0 left-0 z-50 w-64 bg-white 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-gray-200">
<div className="flex items-center space-x-2">
<CreditCard className="h-8 w-8 text-blue-600" />
<h1 className="text-xl font-bold text-gray-900">Leggen</h1>
</div>
<button
onClick={() => setSidebarOpen(false)}
className="lg:hidden p-1 rounded-md text-gray-400 hover:text-gray-500"
>
<X className="h-6 w-6" />
</button>
</div>
<nav className="px-6 py-4">
<div className="space-y-1">
{navigation.map((item) => (
<button
key={item.id}
onClick={() => {
setActiveTab(item.id);
setSidebarOpen(false);
}}
className={cn(
"flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors",
activeTab === item.id
? "bg-blue-100 text-blue-700"
: "text-gray-700 hover:text-gray-900 hover:bg-gray-100",
)}
>
<item.icon className="mr-3 h-5 w-5" />
{item.name}
</button>
))}
</div>
</nav>
{/* Account Summary in Sidebar */}
<div className="px-6 py-4 border-t border-gray-200 mt-auto">
<div className="bg-gray-50 rounded-lg p-4">
<div className="flex items-center justify-between">
<span className="text-sm font-medium text-gray-600">
Total Balance
</span>
<TrendingUp className="h-4 w-4 text-green-500" />
</div>
<p className="text-2xl font-bold text-gray-900 mt-1">
{new Intl.NumberFormat("en-US", {
style: "currency",
currency: "EUR",
}).format(totalBalance)}
</p>
<p className="text-sm text-gray-500 mt-1">
{accounts?.length || 0} accounts
</p>
</div>
</div>
</div>
{/* Overlay for mobile */}
{sidebarOpen && (
<div
className="fixed inset-0 z-40 bg-gray-600 bg-opacity-75 lg:hidden"
onClick={() => setSidebarOpen(false)}
/>
)}
{/* Main content */}
<div className="flex flex-col flex-1 overflow-hidden">
{/* Header */}
<header className="bg-white shadow-sm border-b border-gray-200">
<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-gray-400 hover:text-gray-500"
>
<Menu className="h-6 w-6" />
</button>
<h2 className="text-lg font-semibold text-gray-900 lg:ml-0 ml-4">
{navigation.find((item) => item.id === activeTab)?.name}
</h2>
</div>
<div className="flex items-center space-x-2">
<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-gray-600">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-gray-600">Connected</span>
</>
)}
</div>
</div>
</div>
</header>
{/* Main content area */}
<main className="flex-1 overflow-y-auto p-6">
<ErrorBoundary>
{activeTab === "overview" && <AccountsOverview />}
{activeTab === "transactions" && <TransactionsList />}
{activeTab === "analytics" && (
<div className="bg-white rounded-lg shadow p-6">
<h3 className="text-lg font-medium text-gray-900 mb-4">
Analytics
</h3>
<p className="text-gray-600">
Analytics dashboard coming soon...
</p>
</div>
)}
{activeTab === "notifications" && <Notifications />}
</ErrorBoundary>
</main>
</div>
</div>
);
}

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

@@ -2,6 +2,7 @@ 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: "/" },
@@ -31,25 +32,27 @@ export default function Header({ setSidebarOpen }: HeaderProps) {
});
return (
<header className="bg-white shadow-sm border-b border-gray-200">
<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-gray-400 hover:text-gray-500"
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-gray-900 lg:ml-0 ml-4">
<h2 className="text-lg font-semibold text-card-foreground lg:ml-0 ml-4">
{currentPage}
</h2>
</div>
<div className="flex items-center space-x-2">
<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-gray-600">Checking...</span>
<span className="text-sm text-muted-foreground">
Checking...
</span>
</>
) : healthError || healthStatus?.status !== "healthy" ? (
<>
@@ -59,10 +62,11 @@ export default function Header({ setSidebarOpen }: HeaderProps) {
) : (
<>
<Wifi className="h-4 w-4 text-green-500" />
<span className="text-sm text-gray-600">Connected</span>
<span className="text-sm text-muted-foreground">Connected</span>
</>
)}
</div>
<ThemeToggle />
</div>
</div>
</header>

View File

@@ -13,6 +13,24 @@ import {
} 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() {
@@ -63,38 +81,35 @@ export default function Notifications() {
if (settingsLoading || servicesLoading) {
return (
<div className="bg-white rounded-lg shadow">
<Card>
<LoadingSpinner message="Loading notifications..." />
</div>
</Card>
);
}
if (settingsError || servicesError) {
return (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Failed to load notifications
</h3>
<p className="text-gray-600 mb-4">
Unable to connect to the Leggen API. Please check your
configuration and ensure the API server is running.
</p>
<button
onClick={() => {
refetchSettings();
refetchServices();
}}
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" />
Retry
</button>
</div>
</div>
</div>
<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>
);
}
@@ -120,201 +135,202 @@ export default function Notifications() {
return (
<div className="space-y-6">
{/* Test Notification Section */}
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center space-x-2 mb-4">
<TestTube className="h-5 w-5 text-blue-600" />
<h3 className="text-lg font-medium text-gray-900">
Test Notifications
</h3>
</div>
<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 className="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-2">
Service
</label>
<select
value={testService}
onChange={(e) => setTestService(e.target.value)}
className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500"
<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}
>
<option value="">Select a service...</option>
{services?.map((service) => (
<option key={service.name} value={service.name}>
{service.name} {service.enabled ? "(Enabled)" : "(Disabled)"}
</option>
))}
</select>
<Send className="h-4 w-4 mr-2" />
{testMutation.isPending ? "Sending..." : "Send Test Notification"}
</Button>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-2">
Message
</label>
<input
type="text"
value={testMessage}
onChange={(e) => setTestMessage(e.target.value)}
className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500"
placeholder="Test message..."
/>
</div>
</div>
<div className="mt-4">
<button
onClick={handleTestNotification}
disabled={!testService || testMutation.isPending}
className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors"
>
<Send className="h-4 w-4 mr-2" />
{testMutation.isPending ? "Sending..." : "Send Test Notification"}
</button>
</div>
</div>
</CardContent>
</Card>
{/* Notification Services */}
<div className="bg-white rounded-lg shadow">
<div className="px-6 py-4 border-b border-gray-200">
<div className="flex items-center space-x-2">
<Bell className="h-5 w-5 text-blue-600" />
<h3 className="text-lg font-medium text-gray-900">
Notification Services
</h3>
</div>
<p className="text-sm text-gray-600 mt-1">
Manage your notification services
</p>
</div>
<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 ? (
<div className="p-6 text-center">
<Bell className="h-12 w-12 text-gray-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
<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-gray-600">
<p className="text-muted-foreground">
Configure notification services in your backend to receive alerts.
</p>
</div>
</CardContent>
) : (
<div className="divide-y divide-gray-200">
{services.map((service) => (
<div
key={service.name}
className="p-6 hover:bg-gray-50 transition-colors"
>
<div className="flex items-center justify-between">
<div className="flex items-center space-x-4">
<div className="p-3 bg-gray-100 rounded-full">
{service.name.toLowerCase().includes("discord") ? (
<MessageSquare className="h-6 w-6 text-gray-600" />
) : service.name.toLowerCase().includes("telegram") ? (
<Send className="h-6 w-6 text-gray-600" />
) : (
<Bell className="h-6 w-6 text-gray-600" />
)}
</div>
<div>
<h4 className="text-lg font-medium text-gray-900 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>
<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>
</div>
<div className="flex items-center space-x-2">
<button
<Button
onClick={() => handleDeleteService(service.name)}
disabled={deleteServiceMutation.isPending}
className="p-2 text-red-600 hover:text-red-800 hover:bg-red-50 rounded-md transition-colors"
title={`Delete ${service.name} service`}
variant="ghost"
size="sm"
className="text-destructive hover:text-destructive hover:bg-destructive/10"
>
<Trash2 className="h-4 w-4" />
</button>
</Button>
</div>
</div>
</div>
))}
</div>
))}
</div>
</CardContent>
)}
</div>
</Card>
{/* Notification Settings */}
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center space-x-2 mb-4">
<Settings className="h-5 w-5 text-blue-600" />
<h3 className="text-lg font-medium text-gray-900">
Notification Settings
</h3>
</div>
{settings && (
<div className="space-y-4">
<div>
<h4 className="text-sm font-medium text-gray-700 mb-2">
Filters
</h4>
<div className="bg-gray-50 rounded-md p-4">
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div>
<label className="block text-xs font-medium text-gray-600 mb-1">
Case Insensitive Filters
</label>
<p className="text-sm text-gray-900">
{settings.filters.case_insensitive.length > 0
? settings.filters.case_insensitive.join(", ")
: "None"}
</p>
</div>
<div>
<label className="block text-xs font-medium text-gray-600 mb-1">
Case Sensitive Filters
</label>
<p className="text-sm text-gray-900">
{settings.filters.case_sensitive &&
settings.filters.case_sensitive.length > 0
? settings.filters.case_sensitive.join(", ")
: "None"}
</p>
<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>
<div className="text-sm text-gray-600">
<p>
Configure notification settings through your backend API to
customize filters and service configurations.
</p>
<div className="text-sm text-muted-foreground">
<p>
Configure notification settings through your backend API to
customize filters and service configurations.
</p>
</div>
</div>
</div>
)}
</div>
)}
</CardContent>
</Card>
</div>
);
}

View File

@@ -1,5 +1,6 @@
import { X, Copy, Check } from "lucide-react";
import { useState } from "react";
import { Button } from "./ui/button";
import type { RawTransactionData } from "../types/api";
interface RawTransactionModalProps {
@@ -38,26 +39,27 @@ export default function RawTransactionModal({
<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-gray-500 bg-opacity-75 transition-opacity"
className="fixed inset-0 bg-background/80 backdrop-blur-sm transition-opacity"
onClick={onClose}
/>
{/* Modal panel */}
<div className="inline-block align-bottom bg-white rounded-lg text-left overflow-hidden shadow-xl transform transition-all sm:my-8 sm:align-middle sm:max-w-4xl sm:w-full">
<div className="bg-white px-4 pt-5 pb-4 sm:p-6 sm:pb-4">
<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-gray-900">
<h3 className="text-lg font-medium text-foreground">
Raw Transaction Data
</h3>
<div className="flex items-center space-x-2">
<button
<Button
onClick={handleCopy}
disabled={!rawTransaction}
className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-md hover:bg-gray-200 transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
variant="outline"
size="sm"
>
{copied ? (
<>
<Check className="h-4 w-4 mr-1 text-green-600" />
<Check className="h-4 w-4 mr-1 text-green-600 dark:text-green-400" />
Copied!
</>
) : (
@@ -66,37 +68,34 @@ export default function RawTransactionModal({
Copy JSON
</>
)}
</button>
<button
onClick={onClose}
className="inline-flex items-center p-1 text-gray-400 hover:text-gray-600 transition-colors"
>
</Button>
<Button onClick={onClose} variant="ghost" size="sm">
<X className="h-5 w-5" />
</button>
</Button>
</div>
</div>
<div className="mb-4">
<p className="text-sm text-gray-600">
<p className="text-sm text-muted-foreground">
Transaction ID:{" "}
<code className="bg-gray-100 px-2 py-1 rounded text-xs">
<code className="bg-muted px-2 py-1 rounded text-xs text-foreground">
{transactionId}
</code>
</p>
</div>
{rawTransaction ? (
<div className="bg-gray-50 rounded-lg p-4 overflow-auto max-h-96">
<pre className="text-sm text-gray-800 whitespace-pre-wrap">
<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-gray-50 rounded-lg p-8 text-center">
<p className="text-gray-600">
<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-gray-500 mt-2">
<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>
@@ -104,14 +103,14 @@ export default function RawTransactionModal({
)}
</div>
<div className="bg-gray-50 px-4 py-3 sm:px-6 sm:flex sm:flex-row-reverse">
<button
<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 inline-flex justify-center rounded-md border border-transparent shadow-sm px-4 py-2 bg-blue-600 text-base font-medium text-white hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-blue-500 sm:ml-3 sm:w-auto sm:text-sm"
className="w-full sm:ml-3 sm:w-auto"
>
Close
</button>
</Button>
</div>
</div>
</div>

View File

@@ -43,22 +43,22 @@ export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
return (
<div
className={cn(
"fixed inset-y-0 left-0 z-50 w-64 bg-white shadow-lg transform transition-transform duration-300 ease-in-out lg:translate-x-0 lg:static lg:inset-0",
"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-gray-200">
<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-blue-600" />
<h1 className="text-xl font-bold text-gray-900">Leggen</h1>
<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-gray-400 hover:text-gray-500"
className="lg:hidden p-1 rounded-md text-muted-foreground hover:text-foreground"
>
<X className="h-6 w-6" />
</button>
@@ -71,11 +71,12 @@ export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
key={item.to}
to={item.to}
onClick={() => setSidebarOpen(false)}
className={`flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors ${
className={cn(
"flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors",
location.pathname === item.to
? "bg-blue-100 text-blue-700"
: "text-gray-700 hover:text-gray-900 hover:bg-gray-100"
}`}
? "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}
@@ -85,18 +86,18 @@ export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
</nav>
{/* Account Summary in Sidebar */}
<div className="px-6 py-4 border-t border-gray-200 mt-auto">
<div className="bg-gray-50 rounded-lg p-4">
<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-gray-600">
<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-gray-900 mt-1">
<p className="text-2xl font-bold text-foreground mt-1">
{formatCurrency(totalBalance)}
</p>
<p className="text-sm text-gray-500 mt-1">
<p className="text-sm text-muted-foreground mt-1">
{accounts?.length || 0} accounts
</p>
</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

@@ -1,378 +0,0 @@
import { useState } from "react";
import { useQuery } from "@tanstack/react-query";
import {
Filter,
Search,
TrendingUp,
TrendingDown,
Calendar,
RefreshCw,
AlertCircle,
X,
Eye,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import RawTransactionModal from "./RawTransactionModal";
import type { Account, Transaction, ApiResponse } from "../types/api";
export default function TransactionsList() {
const [searchTerm, setSearchTerm] = useState("");
const [selectedAccount, setSelectedAccount] = useState<string>("");
const [startDate, setStartDate] = useState("");
const [endDate, setEndDate] = useState("");
const [showFilters, setShowFilters] = useState(false);
const [showRawModal, setShowRawModal] = useState(false);
const [selectedTransaction, setSelectedTransaction] =
useState<Transaction | null>(null);
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const {
data: transactionsResponse,
isLoading: transactionsLoading,
error: transactionsError,
refetch: refetchTransactions,
} = useQuery<ApiResponse<Transaction[]>>({
queryKey: ["transactions", selectedAccount, startDate, endDate],
queryFn: () =>
apiClient.getTransactions({
accountId: selectedAccount || undefined,
startDate: startDate || undefined,
endDate: endDate || undefined,
summaryOnly: false, // Always fetch raw transaction data
}),
});
const transactions = transactionsResponse?.data || [];
const filteredTransactions = (transactions || []).filter(
(transaction: Transaction) => {
// Additional validation (API client should have already filtered out invalid ones)
if (!transaction || !transaction.account_id) {
console.warn(
"Invalid transaction found after API filtering:",
transaction,
);
return false;
}
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
const matchesSearch =
searchTerm === "" ||
description.toLowerCase().includes(searchTerm.toLowerCase()) ||
creditorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
debtorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
reference.toLowerCase().includes(searchTerm.toLowerCase());
return matchesSearch;
},
);
const clearFilters = () => {
setSearchTerm("");
setSelectedAccount("");
setStartDate("");
setEndDate("");
};
const handleViewRaw = (transaction: Transaction) => {
setSelectedTransaction(transaction);
setShowRawModal(true);
};
const handleCloseModal = () => {
setShowRawModal(false);
setSelectedTransaction(null);
};
const hasActiveFilters =
searchTerm || selectedAccount || startDate || endDate;
if (transactionsLoading) {
return (
<div className="bg-white rounded-lg shadow">
<LoadingSpinner message="Loading transactions..." />
</div>
);
}
if (transactionsError) {
return (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Failed to load transactions
</h3>
<p className="text-gray-600 mb-4">
Unable to fetch transactions from the Leggen API.
</p>
<button
onClick={() => refetchTransactions()}
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" />
Retry
</button>
</div>
</div>
</div>
);
}
return (
<div className="space-y-6">
{/* Filters */}
<div className="bg-white rounded-lg shadow">
<div className="px-6 py-4 border-b border-gray-200">
<div className="flex items-center justify-between">
<h3 className="text-lg font-medium text-gray-900">Transactions</h3>
<div className="flex items-center space-x-2">
{hasActiveFilters && (
<button
onClick={clearFilters}
className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-full hover:bg-gray-200 transition-colors"
>
<X className="h-3 w-3 mr-1" />
Clear filters
</button>
)}
<button
onClick={() => setShowFilters(!showFilters)}
className="inline-flex items-center px-3 py-2 bg-blue-100 text-blue-700 rounded-md hover:bg-blue-200 transition-colors"
>
<Filter className="h-4 w-4 mr-2" />
Filters
</button>
</div>
</div>
</div>
{showFilters && (
<div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
<div className="grid grid-cols-1 md:grid-cols-4 gap-4">
{/* Search */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Search
</label>
<div className="relative">
<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="text"
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
placeholder="Description, name, reference..."
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
{/* Account Filter */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Account
</label>
<select
value={selectedAccount}
onChange={(e) => setSelectedAccount(e.target.value)}
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
>
<option value="">All accounts</option>
{accounts?.map((account) => (
<option key={account.id} value={account.id}>
{account.name || "Unnamed Account"} (
{account.institution_id})
</option>
))}
</select>
</div>
{/* Start Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Start Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
{/* End Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
End Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
</div>
</div>
)}
{/* Results Summary */}
<div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
<p className="text-sm text-gray-600">
Showing {filteredTransactions.length} transaction
{filteredTransactions.length !== 1 ? "s" : ""}
{selectedAccount && accounts && (
<span className="ml-1">
for {accounts.find((acc) => acc.id === selectedAccount)?.name}
</span>
)}
</p>
</div>
</div>
{/* Transactions List */}
{filteredTransactions.length === 0 ? (
<div className="bg-white rounded-lg shadow p-6 text-center">
<div className="text-gray-400 mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-gray-900 mb-2">
No transactions found
</h3>
<p className="text-gray-600">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
</p>
</div>
) : (
<div className="bg-white rounded-lg shadow divide-y divide-gray-200">
{filteredTransactions.map((transaction: Transaction) => {
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
return (
<div
key={`${transaction.account_id}-${transaction.transaction_id}`}
className="p-6 hover:bg-gray-50 transition-colors"
>
<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 ${
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">
<h4 className="text-sm font-medium text-gray-900 mb-1">
{transaction.description}
</h4>
<div className="text-xs text-gray-500 space-y-1">
{account && (
<p>
{account.name || "Unnamed Account"} {" "}
{account.institution_id}
</p>
)}
{(transaction.creditor_name ||
transaction.debtor_name) && (
<p>
{isPositive ? "From: " : "To: "}
{transaction.creditor_name ||
transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p>Ref: {transaction.reference}</p>
)}
{transaction.internal_transaction_id && (
<p>ID: {transaction.internal_transaction_id}</p>
)}
</div>
</div>
</div>
</div>
<div className="text-right ml-4">
<div className="flex items-center justify-end space-x-2 mb-2">
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
</div>
<p
className={`text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
<p className="text-sm text-gray-500">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
</p>
{transaction.booking_date &&
transaction.booking_date !==
transaction.transaction_date && (
<p className="text-xs text-gray-400">
Booked: {formatDate(transaction.booking_date)}
</p>
)}
</div>
</div>
</div>
);
})}
</div>
)}
{/* Raw Transaction Modal */}
<RawTransactionModal
isOpen={showRawModal}
onClose={handleCloseModal}
rawTransaction={selectedTransaction?.raw_transaction}
transactionId={selectedTransaction?.transaction_id || "unknown"}
/>
</div>
);
}

View File

@@ -13,68 +13,101 @@ import type {
ColumnFiltersState,
} from "@tanstack/react-table";
import {
Filter,
Search,
TrendingUp,
TrendingDown,
Calendar,
RefreshCw,
AlertCircle,
X,
Eye,
ChevronUp,
ChevronDown,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import TransactionSkeleton from "./TransactionSkeleton";
import FiltersSkeleton from "./FiltersSkeleton";
import RawTransactionModal from "./RawTransactionModal";
import type { Account, Transaction, ApiResponse } from "../types/api";
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() {
const [searchTerm, setSearchTerm] = useState("");
const [selectedAccount, setSelectedAccount] = useState<string>("");
const [startDate, setStartDate] = useState("");
const [endDate, setEndDate] = useState("");
const [minAmount, setMinAmount] = useState("");
const [maxAmount, setMaxAmount] = useState("");
const [showFilters, setShowFilters] = useState(false);
// 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(searchTerm);
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(searchTerm);
setDebouncedSearchTerm(filterState.searchTerm);
}, 300); // 300ms delay
return () => clearTimeout(timer);
}, [searchTerm]);
}, [filterState.searchTerm]);
// Reset pagination when search term changes
useEffect(() => {
if (debouncedSearchTerm !== searchTerm) {
if (debouncedSearchTerm !== filterState.searchTerm) {
setCurrentPage(1);
}
}, [debouncedSearchTerm, searchTerm]);
}, [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,
@@ -83,22 +116,30 @@ export default function TransactionsTable() {
} = useQuery<ApiResponse<Transaction[]>>({
queryKey: [
"transactions",
selectedAccount,
startDate,
endDate,
filterState.selectedAccount,
filterState.startDate,
filterState.endDate,
currentPage,
perPage,
debouncedSearchTerm,
filterState.minAmount,
filterState.maxAmount,
],
queryFn: () =>
apiClient.getTransactions({
accountId: selectedAccount || undefined,
startDate: startDate || undefined,
endDate: endDate || undefined,
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,
}),
});
@@ -106,7 +147,7 @@ export default function TransactionsTable() {
const pagination = transactionsResponse?.pagination;
// Check if search is currently debouncing
const isSearchLoading = searchTerm !== debouncedSearchTerm;
const isSearchLoading = filterState.searchTerm !== debouncedSearchTerm;
// Reset pagination when total becomes 0 (no results)
useEffect(() => {
@@ -115,46 +156,16 @@ export default function TransactionsTable() {
}
}, [pagination, currentPage]);
const clearFilters = () => {
setSearchTerm("");
setSelectedAccount("");
setStartDate("");
setEndDate("");
setMinAmount("");
setMaxAmount("");
setColumnFilters([]);
setCurrentPage(1); // Reset to first page when clearing filters
};
const setQuickDateFilter = (days: number) => {
const endDate = new Date();
const startDate = new Date();
startDate.setDate(endDate.getDate() - days);
setStartDate(startDate.toISOString().split("T")[0]);
setEndDate(endDate.toISOString().split("T")[0]);
setCurrentPage(1); // Reset to first page when changing date filters
};
const setThisMonthFilter = () => {
const now = new Date();
const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
setStartDate(startOfMonth.toISOString().split("T")[0]);
setEndDate(endOfMonth.toISOString().split("T")[0]);
setCurrentPage(1); // Reset to first page when changing date filters
};
// Reset pagination when account filter changes
// Reset pagination when filters change
useEffect(() => {
setCurrentPage(1);
}, [selectedAccount]);
// Reset pagination when date filters change
useEffect(() => {
setCurrentPage(1);
}, [startDate, endDate]);
}, [
filterState.selectedAccount,
filterState.startDate,
filterState.endDate,
filterState.minAmount,
filterState.maxAmount,
]);
const handleViewRaw = (transaction: Transaction) => {
setSelectedTransaction(transaction);
@@ -167,12 +178,60 @@ export default function TransactionsTable() {
};
const hasActiveFilters =
searchTerm ||
selectedAccount ||
startDate ||
endDate ||
minAmount ||
maxAmount;
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>[] = [
@@ -200,10 +259,10 @@ export default function TransactionsTable() {
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-gray-900 truncate">
<h4 className="text-sm font-medium text-foreground truncate">
{transaction.description}
</h4>
<div className="text-xs text-gray-500 space-y-1">
<div className="text-xs text-muted-foreground space-y-1">
{account && (
<p className="truncate">
{account.name || "Unnamed Account"} {" "}
@@ -249,19 +308,42 @@ export default function TransactionsTable() {
},
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-gray-900">
<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-gray-400">
<p className="text-xs text-muted-foreground">
Booked: {formatDate(transaction.booking_date)}
</p>
)}
@@ -278,7 +360,7 @@ export default function TransactionsTable() {
return (
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
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" />
@@ -300,9 +382,10 @@ export default function TransactionsTable() {
state: {
sorting,
columnFilters,
globalFilter: searchTerm,
globalFilter: filterState.searchTerm,
},
onGlobalFilterChange: setSearchTerm,
onGlobalFilterChange: (value: string) =>
handleFilterChange("searchTerm", value),
globalFilterFn: (row, _columnId, filterValue) => {
// Custom global filter that searches multiple fields
const transaction = row.original;
@@ -324,204 +407,55 @@ export default function TransactionsTable() {
if (transactionsLoading) {
return (
<div className="bg-white rounded-lg shadow">
<LoadingSpinner message="Loading transactions..." />
<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 (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Failed to load transactions
</h3>
<p className="text-gray-600 mb-4">
Unable to fetch transactions from the Leggen API.
</p>
<button
onClick={() => refetchTransactions()}
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" />
Retry
</button>
</div>
</div>
</div>
<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">
{/* Filters */}
<div className="bg-white rounded-lg shadow">
<div className="px-6 py-4 border-b border-gray-200">
<div className="flex items-center justify-between">
<h3 className="text-lg font-medium text-gray-900">Transactions</h3>
<div className="flex items-center space-x-2">
{hasActiveFilters && (
<button
onClick={clearFilters}
className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-full hover:bg-gray-200 transition-colors"
>
<X className="h-3 w-3 mr-1" />
Clear filters
</button>
)}
<button
onClick={() => setShowFilters(!showFilters)}
className="inline-flex items-center px-3 py-2 bg-blue-100 text-blue-700 rounded-md hover:bg-blue-200 transition-colors"
>
<Filter className="h-4 w-4 mr-2" />
Filters
</button>
</div>
</div>
</div>
{/* New FilterBar */}
<FilterBar
filterState={filterState}
onFilterChange={handleFilterChange}
onClearFilters={handleClearFilters}
accounts={accounts}
isSearchLoading={isSearchLoading}
showRunningBalance={showRunningBalance}
onToggleRunningBalance={() =>
setShowRunningBalance(!showRunningBalance)
}
/>
{showFilters && (
<div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
{/* Quick Date Filters */}
<div className="mb-4">
<label className="block text-sm font-medium text-gray-700 mb-2">
Quick Filters
</label>
<div className="flex flex-wrap gap-2">
<button
onClick={() => setQuickDateFilter(7)}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
Last 7 days
</button>
<button
onClick={() => setQuickDateFilter(30)}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
Last 30 days
</button>
<button
onClick={setThisMonthFilter}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
This month
</button>
</div>
</div>
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
{/* Search */}
<div className="sm:col-span-2 lg:col-span-1">
<label className="block text-sm font-medium text-gray-700 mb-1">
Search
</label>
<div className="relative">
<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="text"
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
placeholder="Description, name, reference..."
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
{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-gray-300 border-t-blue-500 rounded-full"></div>
</div>
)}
</div>
</div>
{/* Account Filter */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Account
</label>
<select
value={selectedAccount}
onChange={(e) => setSelectedAccount(e.target.value)}
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
>
<option value="">All accounts</option>
{accounts?.map((account) => (
<option key={account.id} value={account.id}>
{account.name || "Unnamed Account"} ({account.institution_id})
</option>
))}
</select>
</div>
{/* Start Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Start Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
{/* End Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
End Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
</div>
{/* Amount Range Filters */}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Min Amount
</label>
<input
type="number"
value={minAmount}
onChange={(e) => setMinAmount(e.target.value)}
placeholder="0.00"
step="0.01"
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Max Amount
</label>
<input
type="number"
value={maxAmount}
onChange={(e) => setMaxAmount(e.target.value)}
placeholder="1000.00"
step="0.01"
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
</div>
)}
{/* Results Summary */}
<div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
<p className="text-sm text-gray-600">
{/* 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 ? (
@@ -537,28 +471,32 @@ export default function TransactionsTable() {
"loading..."
)}
)
{selectedAccount && accounts && (
{filterState.selectedAccount && accounts && (
<span className="ml-1">
for {accounts.find((acc) => acc.id === selectedAccount)?.name}
for{" "}
{
accounts.find((acc) => acc.id === filterState.selectedAccount)
?.name
}
</span>
)}
</p>
</div>
</div>
</CardContent>
</Card>
{/* Responsive Table/Cards */}
<div className="bg-white rounded-lg shadow overflow-hidden">
<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-gray-200">
<thead className="bg-gray-50">
<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-gray-500 uppercase tracking-wider cursor-pointer hover:bg-gray-100"
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">
@@ -575,15 +513,15 @@ export default function TransactionsTable() {
<ChevronUp
className={`h-3 w-3 ${
header.column.getIsSorted() === "asc"
? "text-blue-600"
: "text-gray-400"
? "text-primary"
: "text-muted-foreground"
}`}
/>
<ChevronDown
className={`h-3 w-3 -mt-1 ${
header.column.getIsSorted() === "desc"
? "text-blue-600"
: "text-gray-400"
? "text-primary"
: "text-muted-foreground"
}`}
/>
</div>
@@ -594,20 +532,20 @@ export default function TransactionsTable() {
</tr>
))}
</thead>
<tbody className="bg-white divide-y divide-gray-200">
<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-gray-400 mb-4">
<div className="text-muted-foreground mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-gray-900 mb-2">
<h3 className="text-lg font-medium text-foreground mb-2">
No transactions found
</h3>
<p className="text-gray-600">
<p className="text-muted-foreground">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
@@ -616,9 +554,12 @@ export default function TransactionsTable() {
</tr>
) : (
table.getRowModel().rows.map((row) => (
<tr key={row.id} className="hover:bg-gray-50">
<tr key={row.id} className="hover:bg-muted/50">
{row.getVisibleCells().map((cell) => (
<td key={cell.id} className="px-6 py-4 whitespace-nowrap">
<td
key={cell.id}
className="px-6 py-4 whitespace-nowrap"
>
{flexRender(
cell.column.columnDef.cell,
cell.getContext(),
@@ -637,20 +578,20 @@ export default function TransactionsTable() {
<div className="md:hidden">
{table.getRowModel().rows.length === 0 ? (
<div className="px-6 py-12 text-center">
<div className="text-gray-400 mb-4">
<div className="text-muted-foreground mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-gray-900 mb-2">
<h3 className="text-lg font-medium text-foreground mb-2">
No transactions found
</h3>
<p className="text-gray-600">
<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-gray-200">
<div className="divide-y divide-border">
{table.getRowModel().rows.map((row) => {
const transaction = row.original;
const account = accounts?.find(
@@ -661,7 +602,7 @@ export default function TransactionsTable() {
return (
<div
key={row.id}
className="p-4 hover:bg-gray-50 transition-colors"
className="p-4 hover:bg-muted/50 transition-colors"
>
<div className="flex items-start justify-between">
<div className="flex-1 min-w-0">
@@ -678,33 +619,39 @@ export default function TransactionsTable() {
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-gray-900 break-words">
<h4 className="text-sm font-medium text-foreground break-words">
{transaction.description}
</h4>
<div className="text-xs text-gray-500 space-y-1 mt-1">
<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) && (
{(transaction.creditor_name ||
transaction.debtor_name) && (
<p className="break-words">
{isPositive ? "From: " : "To: "}
{transaction.creditor_name || transaction.debtor_name}
{transaction.creditor_name ||
transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p className="break-words">Ref: {transaction.reference}</p>
<p className="break-words">
Ref: {transaction.reference}
</p>
)}
<p className="text-gray-400">
<p className="text-muted-foreground">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
{transaction.booking_date &&
transaction.booking_date !== transaction.transaction_date && (
transaction.booking_date !==
transaction.transaction_date && (
<span className="ml-2">
(Booked: {formatDate(transaction.booking_date)})
(Booked:{" "}
{formatDate(transaction.booking_date)})
</span>
)}
</p>
@@ -724,9 +671,20 @@ export default function TransactionsTable() {
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-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
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" />
@@ -743,141 +701,18 @@ export default function TransactionsTable() {
{/* Pagination */}
{pagination && (
<div className="bg-white px-4 py-3 flex flex-col sm:flex-row items-center justify-between border-t border-gray-200 space-y-3 sm:space-y-0">
{/* Mobile pagination controls */}
<div className="flex justify-between w-full sm:hidden">
<div className="flex space-x-2">
<button
onClick={() => setCurrentPage(1)}
disabled={pagination.page === 1}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
First
</button>
<button
onClick={() =>
setCurrentPage((prev) => Math.max(1, prev - 1))
}
disabled={!pagination.has_prev}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Previous
</button>
</div>
<div className="flex space-x-2">
<button
onClick={() => setCurrentPage((prev) => prev + 1)}
disabled={!pagination.has_next}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Next
</button>
<button
onClick={() => setCurrentPage(pagination.total_pages)}
disabled={pagination.page === pagination.total_pages}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Last
</button>
</div>
</div>
{/* Mobile pagination info */}
<div className="text-center w-full sm:hidden">
<p className="text-sm text-gray-700">
Page <span className="font-medium">{pagination.page}</span> of{" "}
<span className="font-medium">{pagination.total_pages}</span>
<br />
<span className="text-xs text-gray-500">
Showing {(pagination.page - 1) * pagination.per_page + 1}-
{Math.min(pagination.page * pagination.per_page, pagination.total)} of {pagination.total}
</span>
</p>
</div>
{/* Desktop pagination */}
<div className="hidden sm:flex sm:flex-1 sm:items-center sm:justify-between">
<div className="flex items-center space-x-2">
<p className="text-sm text-gray-700">
Showing{" "}
<span className="font-medium">
{(pagination.page - 1) * pagination.per_page + 1}
</span>{" "}
to{" "}
<span className="font-medium">
{Math.min(
pagination.page * pagination.per_page,
pagination.total,
)}
</span>{" "}
of <span className="font-medium">{pagination.total}</span>{" "}
results
</p>
</div>
<div className="flex items-center space-x-4">
<div className="flex items-center space-x-2">
<label className="text-sm text-gray-700">
Rows per page:
</label>
<select
value={perPage}
onChange={(e) => {
setPerPage(Number(e.target.value));
setCurrentPage(1); // Reset to first page when changing page size
}}
className="border border-gray-300 rounded px-2 py-1 text-sm"
>
{[10, 25, 50, 100].map((pageSize) => (
<option key={pageSize} value={pageSize}>
{pageSize}
</option>
))}
</select>
</div>
<div className="flex items-center space-x-2">
<button
onClick={() => setCurrentPage(1)}
disabled={pagination.page === 1}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
First
</button>
<button
onClick={() =>
setCurrentPage((prev) => Math.max(1, prev - 1))
}
disabled={!pagination.has_prev}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Previous
</button>
<span className="text-sm text-gray-700">
Page <span className="font-medium">{pagination.page}</span>{" "}
of{" "}
<span className="font-medium">
{pagination.total_pages}
</span>
</span>
<button
onClick={() => setCurrentPage((prev) => prev + 1)}
disabled={!pagination.has_next}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Next
</button>
<button
onClick={() => setCurrentPage(pagination.total_pages)}
disabled={pagination.page === pagination.total_pages}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Last
</button>
</div>
</div>
</div>
</div>
<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}
/>
)}
</div>
</Card>
{/* Raw Transaction Modal */}
<RawTransactionModal

View File

@@ -27,22 +27,39 @@ interface AggregatedDataPoint {
[key: string]: string | number;
}
export default function BalanceChart({ data, accounts, className }: BalanceChartProps) {
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>);
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',
REVOLUT_REVOLT21: "Revolut",
NUBANK_NUPBBR25: "Nu Pagamentos",
BANCOBPI_BBPIPTPL: "Banco BPI",
// Add more mappings as needed
};
return bankMapping[institutionId] || institutionId.split('_')[0];
return bankMapping[institutionId] || institutionId.split("_")[0];
};
// Helper function to create display name for account
@@ -50,20 +67,24 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
const account = accountMap[accountId];
if (account) {
const bankName = getBankName(account.institution_id);
const accountName = account.name || `Account ${accountId.split('-')[1]}`;
const accountName = account.name || `Account ${accountId.split("-")[1]}`;
return `${bankName} - ${accountName}`;
}
return `Account ${accountId.split('-')[1]}`;
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
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());
.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[] } = {};
@@ -86,18 +107,37 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
});
const finalData = Object.values(aggregatedData).sort(
(a, b) => new Date(a.date.split('/').reverse().join('/')).getTime() - new Date(b.date.split('/').reverse().join('/')).getTime()
(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-gray-900 mb-4">
<h3 className="text-lg font-medium text-foreground mb-4">
Balance Progress
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
<div className="h-80 flex items-center justify-center text-muted-foreground">
No balance data available
</div>
</div>
@@ -106,7 +146,7 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<h3 className="text-lg font-medium text-foreground mb-4">
Balance Progress Over Time
</h3>
<div className="h-80">
@@ -118,9 +158,9 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
tick={{ fontSize: 12 }}
tickFormatter={(value) => {
// Convert DD/MM/YYYY back to a proper date for formatting
const [day, month, year] = value.split('/');
const [day, month, year] = value.split("/");
const date = new Date(year, month - 1, day);
return date.toLocaleDateString('en-GB', {
return date.toLocaleDateString("en-GB", {
month: "short",
day: "numeric",
});
@@ -130,13 +170,7 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
<Tooltip
formatter={(value: number, name: string) => [
`${value.toLocaleString()}`,
getAccountDisplayName(name),
]}
labelFormatter={(label) => `Date: ${label}`}
/>
<Tooltip content={<CustomTooltip />} />
<Legend />
{Object.keys(accountBalances).map((accountId, index) => (
<Area
@@ -154,4 +188,4 @@ export default function BalanceChart({ data, accounts, className }: BalanceChart
</div>
</div>
);
}
}

View File

@@ -15,13 +15,6 @@ interface MonthlyTrendsProps {
days?: number;
}
interface MonthlyData {
month: string;
income: number;
expenses: number;
net: number;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
@@ -32,54 +25,18 @@ interface TooltipProps {
label?: string;
}
export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsProps) {
// Get transactions for the specified period using analytics endpoint
const { data: transactions, isLoading } = useQuery({
queryKey: ["transactions", "monthly-trends", days],
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.getTransactionsForAnalytics(days);
return await apiClient.getMonthlyTransactionStats(days);
},
});
// Process transactions into monthly data
const monthlyData: MonthlyData[] = [];
if (transactions) {
const monthlyMap: { [key: string]: MonthlyData } = {};
transactions.forEach((transaction) => {
const date = new Date(transaction.date);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
if (!monthlyMap[monthKey]) {
monthlyMap[monthKey] = {
month: date.toLocaleDateString('en-GB', {
year: 'numeric',
month: 'short'
}),
income: 0,
expenses: 0,
net: 0,
};
}
if (transaction.amount > 0) {
monthlyMap[monthKey].income += transaction.amount;
} else {
monthlyMap[monthKey].expenses += Math.abs(transaction.amount);
}
monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
});
// Convert to array and sort by date
monthlyData.push(
...Object.entries(monthlyMap)
.sort(([a], [b]) => a.localeCompare(b))
.map(([, data]) => data)
);
}
// Calculate number of months to display based on days filter
const getMonthsToDisplay = (days: number): number => {
if (days <= 30) return 1;
@@ -89,16 +46,16 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
};
const monthsToDisplay = getMonthsToDisplay(days);
const displayData = monthlyData.slice(-monthsToDisplay);
const displayData = monthlyData ? monthlyData.slice(-monthsToDisplay) : [];
if (isLoading) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<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-blue-600"></div>
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary"></div>
</div>
</div>
);
@@ -107,10 +64,10 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
if (displayData.length === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<h3 className="text-lg font-medium text-foreground mb-4">
Monthly Spending Trends
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
<div className="h-80 flex items-center justify-center text-muted-foreground">
No transaction data available
</div>
</div>
@@ -120,8 +77,8 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
if (active && payload && payload.length) {
return (
<div className="bg-white p-3 border rounded shadow-lg">
<p className="font-medium">{label}</p>
<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()}
@@ -143,21 +100,24 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<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 }}>
<BarChart
data={displayData}
margin={{ top: 20, right: 30, left: 20, bottom: 5 }}
>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="month"
<XAxis
dataKey="month"
tick={{ fontSize: 12 }}
angle={-45}
textAnchor="end"
height={60}
/>
<YAxis
<YAxis
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
@@ -167,7 +127,7 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
</BarChart>
</ResponsiveContainer>
</div>
<div className="mt-4 flex justify-center space-x-6 text-sm">
<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>
@@ -179,4 +139,4 @@ export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsPr
</div>
</div>
);
}
}

View File

@@ -1,5 +1,6 @@
import type { LucideIcon } from "lucide-react";
import clsx from "clsx";
import { Card, CardContent } from "../ui/card";
import { cn } from "../../lib/utils";
interface StatCardProps {
title: string;
@@ -22,43 +23,44 @@ export default function StatCard({
className,
}: StatCardProps) {
return (
<div
className={clsx(
"bg-white rounded-lg shadow p-6 border border-gray-200",
className
)}
>
<div className="flex items-center">
<div className="flex-shrink-0">
<Icon className="h-8 w-8 text-blue-600" />
</div>
<div className="ml-5 w-0 flex-1">
<dl>
<dt className="text-sm font-medium text-gray-500 truncate">
{title}
</dt>
<dd className="flex items-baseline">
<div className="text-2xl font-semibold text-gray-900">
{value}
</div>
{trend && (
<div
className={clsx(
"ml-2 flex items-baseline text-sm font-semibold",
trend.isPositive ? "text-green-600" : "text-red-600"
)}
>
{trend.isPositive ? "+" : ""}
{trend.value}%
<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>
)}
</dd>
{subtitle && (
<dd className="text-sm text-gray-600 mt-1">{subtitle}</dd>
)}
</dl>
</dl>
</div>
</div>
</div>
</div>
</CardContent>
</Card>
);
}
}

View File

@@ -1,4 +1,5 @@
import { Calendar } from "lucide-react";
import { Button } from "../ui/button";
import type { TimePeriod } from "../../lib/timePeriods";
import { TIME_PERIODS } from "../../lib/timePeriods";
@@ -15,25 +16,24 @@ export default function TimePeriodFilter({
}: TimePeriodFilterProps) {
return (
<div className={`flex items-center gap-4 ${className}`}>
<div className="flex items-center gap-2 text-gray-700">
<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
<Button
key={period.value}
onClick={() => onPeriodChange(period)}
className={`px-4 py-2 text-sm font-medium rounded-md transition-colors ${
selectedPeriod.value === period.value
? "bg-blue-600 text-white"
: "bg-gray-100 text-gray-700 hover:bg-gray-200"
}`}
variant={
selectedPeriod.value === period.value ? "default" : "outline"
}
size="sm"
>
{period.label}
</button>
</Button>
))}
</div>
</div>
);
}
}

View File

@@ -33,27 +33,27 @@ export default function TransactionDistribution({
// 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',
REVOLUT_REVOLT21: "Revolut",
NUBANK_NUPBBR25: "Nu Pagamentos",
BANCOBPI_BBPIPTPL: "Banco BPI",
// TODO: Add more bank mappings as needed
};
return bankMapping[institutionId] || institutionId.split('_')[0];
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]}`;
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,
@@ -66,10 +66,10 @@ export default function TransactionDistribution({
if (pieData.length === 0 || totalBalance === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<h3 className="text-lg font-medium text-foreground mb-4">
Account Distribution
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
<div className="h-80 flex items-center justify-center text-muted-foreground">
No account data available
</div>
</div>
@@ -81,12 +81,12 @@ export default function TransactionDistribution({
const data = payload[0].payload;
const percentage = ((data.value / totalBalance) * 100).toFixed(1);
return (
<div className="bg-white p-3 border rounded shadow-lg">
<p className="font-medium">{data.name}</p>
<p className="text-blue-600">
<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-gray-600">{percentage}% of total</p>
<p className="text-muted-foreground">{percentage}% of total</p>
</div>
);
}
@@ -95,7 +95,7 @@ export default function TransactionDistribution({
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
<h3 className="text-lg font-medium text-foreground mb-4">
Account Balance Distribution
</h3>
<div className="h-80">
@@ -125,18 +125,23 @@ export default function TransactionDistribution({
</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
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-gray-700">{item.name}</span>
<span className="text-foreground">{item.name}</span>
</div>
<span className="font-medium">{item.value.toLocaleString()}</span>
<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>
);
}

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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";

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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 };

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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 };

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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 };

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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 };

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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,
};

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"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,
};

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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>
);
}

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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;
}

View File

@@ -1,3 +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;
}
}

View File

@@ -41,8 +41,8 @@ export const apiClient = {
updateAccount: async (
id: string,
updates: AccountUpdate,
): Promise<{ id: string; name?: string }> => {
const response = await api.put<ApiResponse<{ id: string; name?: string }>>(
): Promise<{ id: string; display_name?: string }> => {
const response = await api.put<ApiResponse<{ id: string; display_name?: string }>>(
`/accounts/${id}`,
updates,
);
@@ -56,13 +56,16 @@ export const apiClient = {
},
// Get historical balances for balance progression chart
getHistoricalBalances: async (days?: number, accountId?: string): Promise<Balance[]> => {
getHistoricalBalances: async (
days?: number,
accountId?: string,
): Promise<Balance[]> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
if (accountId) queryParams.append("account_id", accountId);
const response = await api.get<ApiResponse<Balance[]>>(
`/balances/history?${queryParams.toString()}`
`/balances/history?${queryParams.toString()}`,
);
return response.data.data;
},
@@ -84,6 +87,8 @@ export const apiClient = {
perPage?: number;
search?: string;
summaryOnly?: boolean;
minAmount?: number;
maxAmount?: number;
}): Promise<ApiResponse<Transaction[]>> => {
const queryParams = new URLSearchParams();
@@ -97,6 +102,12 @@ export const apiClient = {
if (params?.summaryOnly !== undefined) {
queryParams.append("summary_only", params.summaryOnly.toString());
}
if (params?.minAmount !== undefined) {
queryParams.append("min_amount", params.minAmount.toString());
}
if (params?.maxAmount !== undefined) {
queryParams.append("max_amount", params.maxAmount.toString());
}
const response = await api.get<ApiResponse<Transaction[]>>(
`/transactions?${queryParams.toString()}`,
@@ -161,23 +172,52 @@ export const apiClient = {
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?${queryParams.toString()}`
`/transactions/stats?${queryParams.toString()}`,
);
return response.data.data;
},
// Get all transactions for analytics (no pagination)
getTransactionsForAnalytics: async (days?: number): Promise<AnalyticsTransaction[]> => {
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?${queryParams.toString()}`
`/transactions/analytics?${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

@@ -16,4 +16,4 @@ export const TIME_PERIODS: TimePeriod[] = [
{ label: "Last 6 months", days: 180, value: "6m" },
{ label: "Year to Date", days: getDaysFromYearStart(), value: "ytd" },
{ label: "Last 365 days", days: 365, value: "365d" },
];
];

View File

@@ -1,62 +1,25 @@
import { clsx, type ClassValue } from "clsx";
import { twMerge } from "tailwind-merge";
export function cn(...inputs: ClassValue[]) {
return clsx(inputs);
return twMerge(clsx(inputs));
}
export function formatCurrency(
amount: number,
currency: string = "EUR",
): string {
// Validate currency code - must be 3 letters and a valid ISO 4217 code
const validCurrency =
currency && /^[A-Z]{3}$/.test(currency) ? currency : "EUR";
try {
return new Intl.NumberFormat("en-US", {
style: "currency",
currency: validCurrency,
}).format(amount);
} catch {
// Fallback if currency is still invalid
console.warn(`Invalid currency code: ${currency}, falling back to EUR`);
return new Intl.NumberFormat("en-US", {
style: "currency",
currency: "EUR",
}).format(amount);
}
return new Intl.NumberFormat("en-US", {
style: "currency",
currency,
}).format(amount);
}
export function formatDate(date: string): string {
if (!date) return "No date";
const parsedDate = new Date(date);
if (isNaN(parsedDate.getTime())) {
console.warn("Invalid date string:", date);
return "Invalid date";
}
return new Intl.DateTimeFormat("en-US", {
export function formatDate(dateString: string): string {
const date = new Date(dateString);
return date.toLocaleDateString("en-US", {
year: "numeric",
month: "short",
day: "numeric",
}).format(parsedDate);
}
export function formatDateTime(date: string): string {
if (!date) return "No date";
const parsedDate = new Date(date);
if (isNaN(parsedDate.getTime())) {
console.warn("Invalid date string:", date);
return "Invalid date";
}
return new Intl.DateTimeFormat("en-US", {
year: "numeric",
month: "short",
day: "numeric",
hour: "2-digit",
minute: "2-digit",
}).format(parsedDate);
});
}

View File

@@ -2,6 +2,7 @@ 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";
@@ -19,7 +20,9 @@ const queryClient = new QueryClient({
createRoot(document.getElementById("root")!).render(
<StrictMode>
<QueryClientProvider client={queryClient}>
<RouterProvider router={router} />
<ThemeProvider>
<RouterProvider router={router} />
</ThemeProvider>
</QueryClientProvider>
</StrictMode>,
);

View File

@@ -7,13 +7,13 @@ function RootLayout() {
const [sidebarOpen, setSidebarOpen] = useState(false);
return (
<div className="flex h-screen bg-gray-100">
<div className="flex h-screen bg-background">
<Sidebar sidebarOpen={sidebarOpen} setSidebarOpen={setSidebarOpen} />
{/* Mobile overlay */}
{sidebarOpen && (
<div
className="fixed inset-0 z-40 bg-gray-600 bg-opacity-75 lg:hidden"
className="fixed inset-0 z-40 bg-black/50 lg:hidden"
onClick={() => setSidebarOpen(false)}
/>
)}

View File

@@ -14,13 +14,14 @@ 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]
TIME_PERIODS.find((p) => p.value === "365d") || TIME_PERIODS[3],
);
// Fetch analytics data
@@ -45,15 +46,15 @@ function AnalyticsDashboard() {
return (
<div className="p-6">
<div className="animate-pulse">
<div className="h-8 bg-gray-200 rounded w-48 mb-6"></div>
<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-gray-200 rounded"></div>
<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-gray-200 rounded"></div>
<div className="h-96 bg-gray-200 rounded"></div>
<div className="h-96 bg-muted rounded"></div>
<div className="h-96 bg-muted rounded"></div>
</div>
</div>
</div>
@@ -63,11 +64,14 @@ function AnalyticsDashboard() {
return (
<div className="p-6 space-y-8">
{/* Time Period Filter */}
<TimePeriodFilter
selectedPeriod={selectedPeriod}
onPeriodChange={setSelectedPeriod}
className="bg-white rounded-lg shadow p-4 border border-gray-200"
/>
<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">
@@ -101,7 +105,9 @@ function AnalyticsDashboard() {
subtitle="Income minus expenses"
icon={CreditCard}
className={
(stats?.net_change || 0) >= 0 ? "border-green-200" : "border-red-200"
(stats?.net_change || 0) >= 0
? "border-green-200"
: "border-red-200"
}
/>
<StatCard
@@ -120,18 +126,24 @@ function AnalyticsDashboard() {
{/* Charts */}
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<BalanceChart data={balances || []} accounts={accounts || []} />
</div>
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<TransactionDistribution accounts={accounts || []} />
</div>
<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 */}
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<MonthlyTrends days={selectedPeriod.days} />
</div>
<Card>
<CardContent className="p-6">
<MonthlyTrends days={selectedPeriod.days} />
</CardContent>
</Card>
</div>
);
}

View File

@@ -11,6 +11,7 @@ export interface Account {
status: string;
iban?: string;
name?: string;
display_name?: string;
currency?: string;
created: string;
last_accessed?: string;
@@ -18,7 +19,7 @@ export interface Account {
}
export interface AccountUpdate {
name?: string;
display_name?: string;
}
export interface RawTransactionData {

View File

@@ -1,8 +1,57 @@
/** @type {import('tailwindcss').Config} */
export default {
darkMode: ["class"],
content: ["./index.html", "./src/**/*.{js,ts,jsx,tsx}"],
theme: {
extend: {},
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")],
plugins: [require("@tailwindcss/forms"), require("tailwindcss-animate")],
};

View File

@@ -15,6 +15,12 @@
"noEmit": true,
"jsx": "react-jsx",
/* Path mapping */
"baseUrl": ".",
"paths": {
"@/*": ["./src/*"]
},
/* Linting */
"strict": true,
"noUnusedLocals": true,

View File

@@ -3,5 +3,11 @@
"references": [
{ "path": "./tsconfig.app.json" },
{ "path": "./tsconfig.node.json" }
]
],
"compilerOptions": {
"baseUrl": ".",
"paths": {
"@/*": ["./src/*"]
}
}
}

View File

@@ -5,4 +5,9 @@ import { TanStackRouterVite } from "@tanstack/router-vite-plugin";
// https://vite.dev/config/
export default defineConfig({
plugins: [TanStackRouterVite(), react()],
resolve: {
alias: {
"@": "/src",
},
},
});

View File

@@ -1,5 +1,5 @@
from datetime import datetime
from typing import List, Optional, Dict, Any
from typing import Any, Dict, List, Optional
from pydantic import BaseModel
@@ -24,6 +24,7 @@ class AccountDetails(BaseModel):
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
@@ -36,7 +37,7 @@ class AccountDetails(BaseModel):
class AccountUpdate(BaseModel):
"""Account update model"""
name: Optional[str] = None
display_name: Optional[str] = None
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}

View File

@@ -1,4 +1,4 @@
from typing import Optional, List
from typing import List, Optional
from pydantic import BaseModel

View File

@@ -1,15 +1,16 @@
from typing import Optional, List, Union
from typing import List, Optional, Union
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggen.api.models.common import APIResponse
from leggen.api.models.accounts import (
AccountDetails,
AccountBalance,
AccountDetails,
AccountUpdate,
Transaction,
TransactionSummary,
AccountUpdate,
)
from leggen.api.models.common import APIResponse
from leggen.services.database_service import DatabaseService
router = APIRouter()
@@ -52,6 +53,7 @@ async def get_all_accounts() -> APIResponse:
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"),
@@ -111,6 +113,7 @@ async def get_account_details(account_id: str) -> APIResponse:
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"),
@@ -323,7 +326,7 @@ async def get_account_transactions(
async def update_account_details(
account_id: str, update_data: AccountUpdate
) -> APIResponse:
"""Update account details (currently only name)"""
"""Update account details (currently only display_name)"""
try:
# Get current account details
current_account = await database_service.get_account_details_from_db(account_id)
@@ -335,16 +338,16 @@ async def update_account_details(
# Prepare updated account data
updated_account_data = current_account.copy()
if update_data.name is not None:
updated_account_data["name"] = update_data.name
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, "name": update_data.name},
message=f"Account {account_id} name updated successfully",
data={"id": account_id, "display_name": update_data.display_name},
message=f"Account {account_id} display name updated successfully",
)
except HTTPException:

View File

@@ -1,13 +1,13 @@
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggen.api.models.common import APIResponse
from leggen.api.models.banks import (
BankInstitution,
BankConnectionRequest,
BankRequisition,
BankConnectionStatus,
BankInstitution,
BankRequisition,
)
from leggen.api.models.common import APIResponse
from leggen.services.gocardless_service import GoCardlessService
from leggen.utils.gocardless import REQUISITION_STATUS

View File

@@ -1,14 +1,15 @@
from typing import Dict, Any
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,
DiscordConfig,
TelegramConfig,
NotificationFilters,
)
from leggen.services.notification_service import NotificationService
from leggen.utils.config import config

View File

@@ -1,11 +1,12 @@
from typing import Optional
from fastapi import APIRouter, HTTPException, BackgroundTasks
from fastapi import APIRouter, BackgroundTasks, HTTPException
from loguru import logger
from leggen.api.models.common import APIResponse
from leggen.api.models.sync import SyncRequest, SchedulerConfig
from leggen.services.sync_service import SyncService
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()

View File

@@ -1,10 +1,11 @@
from typing import Optional, List, Union
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.common import APIResponse, PaginatedResponse
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()
@@ -252,3 +253,38 @@ async def get_transactions_for_analytics(
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

View File

@@ -1,8 +1,9 @@
import os
import requests
from typing import Dict, Any, Optional, List, Union
from typing import Any, Dict, List, Optional, Union
from urllib.parse import urljoin
import requests
from leggen.utils.text import error

View File

@@ -2,9 +2,9 @@ from apscheduler.schedulers.asyncio import AsyncIOScheduler
from apscheduler.triggers.cron import CronTrigger
from loguru import logger
from leggen.utils.config import config
from leggen.services.sync_service import SyncService
from leggen.services.notification_service import NotificationService
from leggen.services.sync_service import SyncService
from leggen.utils.config import config
class BackgroundScheduler:

View File

@@ -1,7 +1,7 @@
import click
from leggen.main import cli
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.text import datefmt, print_table

View File

@@ -1,9 +1,9 @@
import click
from leggen.main import cli
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.disk import save_file
from leggen.utils.text import info, print_table, warning, success
from leggen.utils.text import info, print_table, success, warning
@cli.command()

View File

@@ -1,8 +1,9 @@
"""Generate sample database command."""
import click
from pathlib import Path
import click
@click.command()
@click.option(
@@ -34,8 +35,8 @@ def generate_sample_db(
"""Generate a sample database with realistic financial data for testing."""
# Import here to avoid circular imports
import sys
import subprocess
import sys
from pathlib import Path as PathlibPath
# Get the script path

View File

@@ -7,7 +7,7 @@ from fastapi import FastAPI
from fastapi.middleware.cors import CORSMiddleware
from loguru import logger
from leggen.api.routes import banks, accounts, sync, notifications, transactions
from leggen.api.routes import accounts, banks, notifications, sync, transactions
from leggen.background.scheduler import scheduler
from leggen.utils.config import config
from leggen.utils.paths import path_manager

View File

@@ -1,7 +1,7 @@
import click
from leggen.main import cli
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.text import datefmt, echo, info, print_table

View File

@@ -1,7 +1,7 @@
import click
from leggen.main import cli
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.text import error, info, success

View File

@@ -1,7 +1,7 @@
import click
from leggen.main import cli
from leggen.api_client import LeggenAPIClient
from leggen.main import cli
from leggen.utils.text import datefmt, info, print_table

View File

@@ -1,658 +0,0 @@
import json
import sqlite3
from sqlite3 import IntegrityError
import click
from leggen.utils.text import success, warning
from leggen.utils.paths import path_manager
def persist_balances(ctx: click.Context, balance: dict):
# Connect to SQLite database
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
# Create the balances table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS balances (
id INTEGER PRIMARY KEY AUTOINCREMENT,
account_id TEXT,
bank TEXT,
status TEXT,
iban TEXT,
amount REAL,
currency TEXT,
type TEXT,
timestamp DATETIME
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_account_id
ON balances(account_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_timestamp
ON balances(timestamp)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp
ON balances(account_id, type, timestamp)"""
)
# Insert balance into SQLite database
try:
cursor.execute(
"""INSERT INTO balances (
account_id,
bank,
status,
iban,
amount,
currency,
type,
timestamp
) VALUES (?, ?, ?, ?, ?, ?, ?, ?)""",
(
balance["account_id"],
balance["bank"],
balance["status"],
balance["iban"],
balance["amount"],
balance["currency"],
balance["type"],
balance["timestamp"],
),
)
except IntegrityError:
warning(f"[{balance['account_id']}] Skipped duplicate balance")
# Commit changes and close the connection
conn.commit()
conn.close()
success(f"[{balance['account_id']}] Inserted balance of type {balance['type']}")
return balance
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
# Connect to SQLite database
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the transactions table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS transactions (
accountId TEXT NOT NULL,
transactionId TEXT NOT NULL,
internalTransactionId TEXT,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
description TEXT,
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
ON transactions(transactionDate)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_date
ON transactions(accountId, transactionDate)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_amount
ON transactions(transactionValue)"""
)
# Insert transactions into SQLite database
duplicates_count = 0
# Prepare an SQL statement for inserting data
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
internalTransactionId,
institutionId,
iban,
transactionDate,
description,
transactionValue,
transactionCurrency,
transactionStatus,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
for transaction in transactions:
try:
cursor.execute(
insert_sql,
(
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
transaction["description"],
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
json.dumps(transaction["rawTransaction"]),
),
)
new_transactions.append(transaction)
except IntegrityError:
# A transaction with the same ID already exists, indicating a duplicate
duplicates_count += 1
# Commit changes and close the connection
conn.commit()
conn.close()
success(f"[{account}] Inserted {len(new_transactions)} new transactions")
if duplicates_count:
warning(f"[{account}] Skipped {duplicates_count} duplicate transactions")
return new_transactions
def get_transactions(
account_id=None,
limit=100,
offset=0,
date_from=None,
date_to=None,
min_amount=None,
max_amount=None,
search=None,
):
"""Get transactions from SQLite database with optional filtering"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row # Enable dict-like access
cursor = conn.cursor()
# Build query with filters
query = "SELECT * FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
if date_from:
query += " AND transactionDate >= ?"
params.append(date_from)
if date_to:
query += " AND transactionDate <= ?"
params.append(date_to)
if min_amount is not None:
query += " AND transactionValue >= ?"
params.append(min_amount)
if max_amount is not None:
query += " AND transactionValue <= ?"
params.append(max_amount)
if search:
query += " AND description LIKE ?"
params.append(f"%{search}%")
# Add ordering and pagination
query += " ORDER BY transactionDate DESC"
if limit:
query += " LIMIT ?"
params.append(limit)
if offset:
query += " OFFSET ?"
params.append(offset)
try:
cursor.execute(query, params)
rows = cursor.fetchall()
# Convert to list of dicts and parse JSON fields
transactions = []
for row in rows:
transaction = dict(row)
if transaction["rawTransaction"]:
transaction["rawTransaction"] = json.loads(
transaction["rawTransaction"]
)
transactions.append(transaction)
conn.close()
return transactions
except Exception as e:
conn.close()
raise e
def get_balances(account_id=None):
"""Get latest balances from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
# Get latest balance for each account_id and type combination
query = """
SELECT * FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
query += " AND b1.account_id = ?"
params.append(account_id)
query += " ORDER BY b1.account_id, b1.type"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
balances = [dict(row) for row in rows]
conn.close()
return balances
except Exception as e:
conn.close()
raise e
def get_account_summary(account_id):
"""Get basic account info from transactions table (avoids GoCardless API call)"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get account info from most recent transaction
cursor.execute(
"""
SELECT DISTINCT accountId, institutionId, iban
FROM transactions
WHERE accountId = ?
ORDER BY transactionDate DESC
LIMIT 1
""",
(account_id,),
)
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def get_transaction_count(account_id=None, **filters):
"""Get total count of transactions matching filters"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return 0
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
# Add same filters as get_transactions
if filters.get("date_from"):
query += " AND transactionDate >= ?"
params.append(filters["date_from"])
if filters.get("date_to"):
query += " AND transactionDate <= ?"
params.append(filters["date_to"])
if filters.get("min_amount") is not None:
query += " AND transactionValue >= ?"
params.append(filters["min_amount"])
if filters.get("max_amount") is not None:
query += " AND transactionValue <= ?"
params.append(filters["max_amount"])
if filters.get("search"):
query += " AND description LIKE ?"
params.append(f"%{filters['search']}%")
try:
cursor.execute(query, params)
count = cursor.fetchone()[0]
conn.close()
return count
except Exception as e:
conn.close()
raise e
def persist_account(account_data: dict):
"""Persist account details to SQLite database"""
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
try:
# Insert or replace account data
cursor.execute(
"""INSERT OR REPLACE INTO accounts (
id,
institution_id,
status,
iban,
name,
currency,
created,
last_accessed,
last_updated
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)""",
(
account_data["id"],
account_data["institution_id"],
account_data["status"],
account_data.get("iban"),
account_data.get("name"),
account_data.get("currency"),
account_data["created"],
account_data.get("last_accessed"),
account_data.get("last_updated", account_data["created"]),
),
)
conn.commit()
conn.close()
success(f"[{account_data['id']}] Account details persisted to database")
return account_data
except Exception as e:
conn.close()
raise e
def get_accounts(account_ids=None):
"""Get account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
query = "SELECT * FROM accounts"
params = []
if account_ids:
placeholders = ",".join("?" * len(account_ids))
query += f" WHERE id IN ({placeholders})"
params.extend(account_ids)
query += " ORDER BY created DESC"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
accounts = [dict(row) for row in rows]
conn.close()
return accounts
except Exception as e:
conn.close()
raise e
def get_account(account_id: str):
"""Get specific account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def get_historical_balances(account_id=None, days=365):
"""Get historical balance progression based on transaction history"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get current balance for each account/type to use as the final balance
current_balances_query = """
SELECT account_id, type, amount, currency
FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
current_balances_query += " AND b1.account_id = ?"
params.append(account_id)
cursor.execute(current_balances_query, params)
current_balances = {
(row["account_id"], row["type"]): {
"amount": row["amount"],
"currency": row["currency"],
}
for row in cursor.fetchall()
}
# Get transactions for the specified period, ordered by date descending
from datetime import datetime, timedelta
cutoff_date = (datetime.now() - timedelta(days=days)).isoformat()
transactions_query = """
SELECT accountId, transactionDate, transactionValue
FROM transactions
WHERE transactionDate >= ?
"""
if account_id:
transactions_query += " AND accountId = ?"
params = [cutoff_date, account_id]
else:
params = [cutoff_date]
transactions_query += " ORDER BY transactionDate DESC"
cursor.execute(transactions_query, params)
transactions = cursor.fetchall()
# Calculate historical balances by working backwards from current balance
historical_balances = []
account_running_balances: dict[str, dict[str, float]] = {}
# Initialize running balances with current balances
for (acc_id, balance_type), balance_info in current_balances.items():
if acc_id not in account_running_balances:
account_running_balances[acc_id] = {}
account_running_balances[acc_id][balance_type] = balance_info["amount"]
# Group transactions by date
from collections import defaultdict
transactions_by_date = defaultdict(list)
for txn in transactions:
date_str = txn["transactionDate"][:10] # Extract just the date part
transactions_by_date[date_str].append(txn)
# Generate historical balance points
# Start from today and work backwards
current_date = datetime.now().date()
for day_offset in range(0, days, 7): # Sample every 7 days for performance
target_date = current_date - timedelta(days=day_offset)
target_date_str = target_date.isoformat()
# For each account, create balance entries
for acc_id in account_running_balances:
for balance_type in [
"closingBooked"
]: # Focus on closingBooked for the chart
if balance_type in account_running_balances[acc_id]:
balance_amount = account_running_balances[acc_id][balance_type]
currency = current_balances.get((acc_id, balance_type), {}).get(
"currency", "EUR"
)
historical_balances.append(
{
"id": f"{acc_id}_{balance_type}_{target_date_str}",
"account_id": acc_id,
"balance_amount": balance_amount,
"balance_type": balance_type,
"currency": currency,
"reference_date": target_date_str,
"created_at": None,
"updated_at": None,
}
)
# Subtract transactions that occurred on this date and later dates
# to simulate going back in time
for date_str in list(transactions_by_date.keys()):
if date_str >= target_date_str:
for txn in transactions_by_date[date_str]:
acc_id = txn["accountId"]
amount = txn["transactionValue"]
if acc_id in account_running_balances:
for balance_type in account_running_balances[acc_id]:
account_running_balances[acc_id][balance_type] -= amount
# Remove processed transactions to avoid double-processing
del transactions_by_date[date_str]
conn.close()
# Sort by date for proper chronological order
historical_balances.sort(key=lambda x: x["reference_date"])
return historical_balances
except Exception as e:
conn.close()
raise e

View File

@@ -6,8 +6,8 @@ from pathlib import Path
import click
from leggen.utils.config import load_config
from leggen.utils.text import error
from leggen.utils.paths import path_manager
from leggen.utils.text import error
cmd_folder = os.path.abspath(os.path.join(os.path.dirname(__file__), "commands"))

65
leggen/models/config.py Normal file
View File

@@ -0,0 +1,65 @@
from typing import List, Optional
from pydantic import BaseModel, Field
class GoCardlessConfig(BaseModel):
key: str = Field(..., description="GoCardless API key")
secret: str = Field(..., description="GoCardless API secret")
url: str = Field(
default="https://bankaccountdata.gocardless.com/api/v2",
description="GoCardless API URL",
)
class DatabaseConfig(BaseModel):
sqlite: bool = Field(default=True, description="Enable SQLite database")
class DiscordNotificationConfig(BaseModel):
webhook: str = Field(..., description="Discord webhook URL")
enabled: bool = Field(default=True, description="Enable Discord notifications")
class TelegramNotificationConfig(BaseModel):
token: str = Field(..., alias="api-key", description="Telegram bot token")
chat_id: int = Field(..., alias="chat-id", description="Telegram chat ID")
enabled: bool = Field(default=True, description="Enable Telegram notifications")
class NotificationConfig(BaseModel):
discord: Optional[DiscordNotificationConfig] = None
telegram: Optional[TelegramNotificationConfig] = None
class FilterConfig(BaseModel):
case_insensitive: Optional[List[str]] = Field(
default_factory=list, alias="case-insensitive"
)
case_sensitive: Optional[List[str]] = Field(
default_factory=list, alias="case-sensitive"
)
class SyncScheduleConfig(BaseModel):
enabled: bool = Field(default=True, description="Enable sync scheduling")
hour: int = Field(default=3, ge=0, le=23, description="Hour to run sync (0-23)")
minute: int = Field(default=0, ge=0, le=59, description="Minute to run sync (0-59)")
cron: Optional[str] = Field(
default=None, description="Custom cron expression (overrides hour/minute)"
)
class SchedulerConfig(BaseModel):
sync: SyncScheduleConfig = Field(default_factory=SyncScheduleConfig)
class Config(BaseModel):
gocardless: GoCardlessConfig
database: DatabaseConfig = Field(default_factory=DatabaseConfig)
notifications: Optional[NotificationConfig] = None
filters: Optional[FilterConfig] = None
scheduler: SchedulerConfig = Field(default_factory=SchedulerConfig)
class Config:
validate_by_name = True

View File

@@ -1,11 +1,12 @@
from datetime import datetime
from typing import List, Dict, Any, Optional
import json
import sqlite3
from datetime import datetime, timedelta
from typing import Any, Dict, List, Optional
from loguru import logger
from leggen.services.transaction_processor import TransactionProcessor
from leggen.utils.config import config
import leggen.database.sqlite as sqlite_db
from leggen.utils.paths import path_manager
@@ -13,6 +14,7 @@ class DatabaseService:
def __init__(self):
self.db_config = config.database_config
self.sqlite_enabled = self.db_config.get("sqlite", True)
self.transaction_processor = TransactionProcessor()
async def persist_balance(
self, account_id: str, balance_data: Dict[str, Any]
@@ -41,79 +43,9 @@ class DatabaseService:
transaction_data: Dict[str, Any],
) -> List[Dict[str, Any]]:
"""Process raw transaction data into standardized format"""
transactions = []
# Process booked transactions
for transaction in transaction_data.get("transactions", {}).get("booked", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "booked"
)
transactions.append(processed)
# Process pending transactions
for transaction in transaction_data.get("transactions", {}).get("pending", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "pending"
)
transactions.append(processed)
return transactions
def _process_single_transaction(
self,
account_id: str,
account_info: Dict[str, Any],
transaction: Dict[str, Any],
status: str,
) -> Dict[str, Any]:
"""Process a single transaction into standardized format"""
# Extract dates
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
return self.transaction_processor.process_transactions(
account_id, account_info, transaction_data
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
date_str = booked_date or value_date
if not date_str:
raise ValueError("No valid date found in transaction")
min_date = datetime.fromisoformat(date_str)
# Extract amount and currency
transaction_amount = transaction.get("transactionAmount", {})
amount = float(transaction_amount.get("amount", 0))
currency = transaction_amount.get("currency", "")
# Extract description
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
transaction_id = transaction.get("transactionId")
internal_transaction_id = transaction.get("internalTransactionId")
if not transaction_id:
raise ValueError("Transaction missing required transactionId field")
return {
"accountId": account_id,
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"rawTransaction": transaction,
}
async def get_transactions_from_db(
self,
@@ -132,7 +64,7 @@ class DatabaseService:
return []
try:
transactions = sqlite_db.get_transactions(
transactions = self._get_transactions(
account_id=account_id,
limit=limit, # Pass limit as-is, None means no limit
offset=offset or 0,
@@ -172,7 +104,7 @@ class DatabaseService:
# Remove None values
filters = {k: v for k, v in filters.items() if v is not None}
count = sqlite_db.get_transaction_count(account_id=account_id, **filters)
count = self._get_transaction_count(account_id=account_id, **filters)
logger.debug(f"Total transaction count: {count}")
return count
except Exception as e:
@@ -188,7 +120,7 @@ class DatabaseService:
return []
try:
balances = sqlite_db.get_balances(account_id=account_id)
balances = self._get_balances(account_id=account_id)
logger.debug(f"Retrieved {len(balances)} balances from database")
return balances
except Exception as e:
@@ -204,9 +136,7 @@ class DatabaseService:
return []
try:
balances = sqlite_db.get_historical_balances(
account_id=account_id, days=days
)
balances = self._get_historical_balances(account_id=account_id, days=days)
logger.debug(
f"Retrieved {len(balances)} historical balance points from database"
)
@@ -223,7 +153,7 @@ class DatabaseService:
return None
try:
summary = sqlite_db.get_account_summary(account_id)
summary = self._get_account_summary(account_id)
if summary:
logger.debug(
f"Retrieved account summary from database for {account_id}"
@@ -250,7 +180,7 @@ class DatabaseService:
return []
try:
accounts = sqlite_db.get_accounts(account_ids=account_ids)
accounts = self._get_accounts(account_ids=account_ids)
logger.debug(f"Retrieved {len(accounts)} accounts from database")
return accounts
except Exception as e:
@@ -266,7 +196,7 @@ class DatabaseService:
return None
try:
account = sqlite_db.get_account(account_id)
account = self._get_account(account_id)
if account:
logger.debug(
f"Retrieved account details from database for {account_id}"
@@ -285,6 +215,7 @@ class DatabaseService:
await self._migrate_balance_timestamps_if_needed()
await self._migrate_null_transaction_ids_if_needed()
await self._migrate_to_composite_key_if_needed()
await self._migrate_add_display_name_if_needed()
async def _migrate_balance_timestamps_if_needed(self):
"""Check and migrate balance timestamps if needed"""
@@ -702,6 +633,79 @@ class DatabaseService:
logger.error(f"Composite key migration failed: {e}")
raise
async def _migrate_add_display_name_if_needed(self):
"""Check and add display_name column to accounts table if needed"""
try:
if await self._check_display_name_migration_needed():
logger.info("Display name column migration needed, starting...")
await self._migrate_add_display_name()
logger.info("Display name column migration completed")
else:
logger.info("Display name column already exists")
except Exception as e:
logger.error(f"Display name column migration failed: {e}")
raise
async def _check_display_name_migration_needed(self) -> bool:
"""Check if display_name column needs to be added to accounts table"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return False
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Check if accounts table exists
cursor.execute(
"SELECT name FROM sqlite_master WHERE type='table' AND name='accounts'"
)
if not cursor.fetchone():
conn.close()
return False
# Check if display_name column exists
cursor.execute("PRAGMA table_info(accounts)")
columns = cursor.fetchall()
# Check if display_name column exists
has_display_name = any(col[1] == "display_name" for col in columns)
conn.close()
return not has_display_name
except Exception as e:
logger.error(f"Failed to check display_name migration status: {e}")
return False
async def _migrate_add_display_name(self):
"""Add display_name column to accounts table"""
db_path = path_manager.get_database_path()
if not db_path.exists():
logger.warning("Database file not found, skipping migration")
return
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
logger.info("Adding display_name column to accounts table...")
# Add the display_name column
cursor.execute("""
ALTER TABLE accounts
ADD COLUMN display_name TEXT
""")
conn.commit()
conn.close()
logger.info("Display name column migration completed successfully")
except Exception as e:
logger.error(f"Display name column migration failed: {e}")
raise
def _unix_to_datetime_string(self, unix_timestamp: float) -> str:
"""Convert Unix timestamp to datetime string"""
dt = datetime.fromtimestamp(unix_timestamp)
@@ -790,8 +794,8 @@ class DatabaseService:
) -> List[Dict[str, Any]]:
"""Persist transactions to SQLite"""
try:
import sqlite3
import json
import sqlite3
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
@@ -893,7 +897,7 @@ class DatabaseService:
"""Persist account details to SQLite"""
try:
# Use the sqlite_db module function
sqlite_db.persist_account(account_data)
self._persist_account(account_data)
logger.info(
f"Persisted account details to SQLite for account {account_data['id']}"
@@ -901,3 +905,513 @@ class DatabaseService:
except Exception as e:
logger.error(f"Failed to persist account details to SQLite: {e}")
raise
def _get_transactions(
self,
account_id=None,
limit=100,
offset=0,
date_from=None,
date_to=None,
min_amount=None,
max_amount=None,
search=None,
):
"""Get transactions from SQLite database with optional filtering"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row # Enable dict-like access
cursor = conn.cursor()
# Build query with filters
query = "SELECT * FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
if date_from:
query += " AND transactionDate >= ?"
params.append(date_from)
if date_to:
query += " AND transactionDate <= ?"
params.append(date_to)
if min_amount is not None:
query += " AND transactionValue >= ?"
params.append(min_amount)
if max_amount is not None:
query += " AND transactionValue <= ?"
params.append(max_amount)
if search:
query += " AND description LIKE ?"
params.append(f"%{search}%")
# Add ordering and pagination
query += " ORDER BY transactionDate DESC"
if limit:
query += " LIMIT ?"
params.append(limit)
if offset:
query += " OFFSET ?"
params.append(offset)
try:
cursor.execute(query, params)
rows = cursor.fetchall()
# Convert to list of dicts and parse JSON fields
transactions = []
for row in rows:
transaction = dict(row)
if transaction["rawTransaction"]:
transaction["rawTransaction"] = json.loads(
transaction["rawTransaction"]
)
transactions.append(transaction)
conn.close()
return transactions
except Exception as e:
conn.close()
raise e
def _get_balances(self, account_id=None):
"""Get latest balances from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
# Get latest balance for each account_id and type combination
query = """
SELECT * FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
query += " AND b1.account_id = ?"
params.append(account_id)
query += " ORDER BY b1.account_id, b1.type"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
balances = [dict(row) for row in rows]
conn.close()
return balances
except Exception as e:
conn.close()
raise e
def _get_account_summary(self, account_id):
"""Get basic account info from transactions table (avoids GoCardless API call)"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get account info from most recent transaction
cursor.execute(
"""
SELECT DISTINCT accountId, institutionId, iban
FROM transactions
WHERE accountId = ?
ORDER BY transactionDate DESC
LIMIT 1
""",
(account_id,),
)
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def _get_transaction_count(self, account_id=None, **filters):
"""Get total count of transactions matching filters"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return 0
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
# Add same filters as get_transactions
if filters.get("date_from"):
query += " AND transactionDate >= ?"
params.append(filters["date_from"])
if filters.get("date_to"):
query += " AND transactionDate <= ?"
params.append(filters["date_to"])
if filters.get("min_amount") is not None:
query += " AND transactionValue >= ?"
params.append(filters["min_amount"])
if filters.get("max_amount") is not None:
query += " AND transactionValue <= ?"
params.append(filters["max_amount"])
if filters.get("search"):
query += " AND description LIKE ?"
params.append(f"%{filters['search']}%")
try:
cursor.execute(query, params)
count = cursor.fetchone()[0]
conn.close()
return count
except Exception as e:
conn.close()
raise e
def _persist_account(self, account_data: dict):
"""Persist account details to SQLite database"""
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME,
display_name TEXT
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
try:
# First, check if account exists and preserve display_name
cursor.execute(
"SELECT display_name FROM accounts WHERE id = ?", (account_data["id"],)
)
existing_row = cursor.fetchone()
existing_display_name = existing_row[0] if existing_row else None
# Use existing display_name if not provided in account_data
display_name = account_data.get("display_name", existing_display_name)
# Insert or replace account data
cursor.execute(
"""INSERT OR REPLACE INTO accounts (
id,
institution_id,
status,
iban,
name,
currency,
created,
last_accessed,
last_updated,
display_name
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)""",
(
account_data["id"],
account_data["institution_id"],
account_data["status"],
account_data.get("iban"),
account_data.get("name"),
account_data.get("currency"),
account_data["created"],
account_data.get("last_accessed"),
account_data.get("last_updated", account_data["created"]),
display_name,
),
)
conn.commit()
conn.close()
return account_data
except Exception as e:
conn.close()
raise e
def _get_accounts(self, account_ids=None):
"""Get account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
query = "SELECT * FROM accounts"
params = []
if account_ids:
placeholders = ",".join("?" * len(account_ids))
query += f" WHERE id IN ({placeholders})"
params.extend(account_ids)
query += " ORDER BY created DESC"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
accounts = [dict(row) for row in rows]
conn.close()
return accounts
except Exception as e:
conn.close()
raise e
def _get_account(self, account_id: str):
"""Get specific account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def _get_historical_balances(self, account_id=None, days=365):
"""Get historical balance progression based on transaction history"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
cutoff_date = (datetime.now() - timedelta(days=days)).date().isoformat()
today_date = datetime.now().date().isoformat()
# Single SQL query to generate historical balances using window functions
query = """
WITH RECURSIVE date_series AS (
-- Generate weekly dates from cutoff_date to today
SELECT date(?) as ref_date
UNION ALL
SELECT date(ref_date, '+7 days')
FROM date_series
WHERE ref_date < date(?)
),
current_balances AS (
-- Get current balance for each account/type
SELECT account_id, type, amount, currency
FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
{account_filter}
AND b1.type = 'closingBooked' -- Focus on closingBooked for charts
),
historical_points AS (
-- Calculate balance at each weekly point by subtracting future transactions
SELECT
cb.account_id,
cb.type as balance_type,
cb.currency,
ds.ref_date,
cb.amount - COALESCE(
(SELECT SUM(t.transactionValue)
FROM transactions t
WHERE t.accountId = cb.account_id
AND date(t.transactionDate) > ds.ref_date), 0
) as balance_amount
FROM current_balances cb
CROSS JOIN date_series ds
)
SELECT
account_id || '_' || balance_type || '_' || ref_date as id,
account_id,
balance_amount,
balance_type,
currency,
ref_date as reference_date
FROM historical_points
ORDER BY account_id, ref_date
"""
# Build parameters and account filter
params = [cutoff_date, today_date]
if account_id:
account_filter = "AND b1.account_id = ?"
params.append(account_id)
else:
account_filter = ""
# Format the query with conditional filter
formatted_query = query.format(account_filter=account_filter)
cursor.execute(formatted_query, params)
rows = cursor.fetchall()
conn.close()
return [dict(row) for row in rows]
except Exception as e:
conn.close()
raise e
async def get_monthly_transaction_stats_from_db(
self,
account_id: Optional[str] = None,
date_from: Optional[str] = None,
date_to: Optional[str] = None,
) -> List[Dict[str, Any]]:
"""Get monthly transaction statistics aggregated by the database"""
if not self.sqlite_enabled:
logger.warning("SQLite database disabled, cannot read monthly stats")
return []
try:
monthly_stats = self._get_monthly_transaction_stats(
account_id=account_id,
date_from=date_from,
date_to=date_to,
)
logger.debug(
f"Retrieved {len(monthly_stats)} monthly stat points from database"
)
return monthly_stats
except Exception as e:
logger.error(f"Failed to get monthly transaction stats from database: {e}")
return []
def _get_monthly_transaction_stats(
self,
account_id: Optional[str] = None,
date_from: Optional[str] = None,
date_to: Optional[str] = None,
) -> List[Dict[str, Any]]:
"""Get monthly transaction statistics from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# SQL query to aggregate transactions by month
query = """
SELECT
strftime('%Y-%m', transactionDate) as month,
COALESCE(SUM(CASE WHEN transactionValue > 0 THEN transactionValue ELSE 0 END), 0) as income,
COALESCE(SUM(CASE WHEN transactionValue < 0 THEN ABS(transactionValue) ELSE 0 END), 0) as expenses,
COALESCE(SUM(transactionValue), 0) as net
FROM transactions
WHERE 1=1
"""
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
if date_from:
query += " AND transactionDate >= ?"
params.append(date_from)
if date_to:
query += " AND transactionDate <= ?"
params.append(date_to)
query += """
GROUP BY strftime('%Y-%m', transactionDate)
ORDER BY month ASC
"""
cursor.execute(query, params)
rows = cursor.fetchall()
# Convert to desired format with proper month display
monthly_stats = []
for row in rows:
# Convert YYYY-MM to display format like "Mar 2024"
year, month_num = row["month"].split("-")
month_date = datetime.strptime(f"{year}-{month_num}-01", "%Y-%m-%d")
display_month = month_date.strftime("%b %Y")
monthly_stats.append(
{
"month": display_month,
"income": round(row["income"], 2),
"expenses": round(row["expenses"], 2),
"net": round(row["net"], 2),
}
)
conn.close()
return monthly_stats
except Exception as e:
conn.close()
raise e

View File

@@ -1,8 +1,8 @@
import json
import httpx
from pathlib import Path
from typing import Dict, Any, List
from typing import Any, Dict, List
import httpx
from loguru import logger
from leggen.utils.config import config

View File

@@ -1,4 +1,4 @@
from typing import List, Dict, Any
from typing import Any, Dict, List
from loguru import logger
@@ -109,33 +109,78 @@ class NotificationService:
"""Check if Telegram notifications are enabled"""
telegram_config = self.notifications_config.get("telegram", {})
return bool(
telegram_config.get("api-key")
and telegram_config.get("chat-id")
telegram_config.get("token")
and telegram_config.get("chat_id")
and telegram_config.get("enabled", True)
)
async def _send_discord_notifications(
self, transactions: List[Dict[str, Any]]
) -> None:
"""Send Discord notifications - placeholder implementation"""
# Would import and use leggen.notifications.discord
logger.info(f"Sending {len(transactions)} transaction notifications to Discord")
"""Send Discord notifications for transactions"""
try:
import click
from leggen.notifications.discord import send_transactions_message
# Create a mock context with the webhook
ctx = click.Context(click.Command("notifications"))
ctx.obj = {
"notifications": {
"discord": {
"webhook": self.notifications_config.get("discord", {}).get(
"webhook"
)
}
}
}
# Send transaction notifications using the actual implementation
send_transactions_message(ctx, transactions)
logger.info(
f"Sent {len(transactions)} transaction notifications to Discord"
)
except Exception as e:
logger.error(f"Failed to send Discord transaction notifications: {e}")
raise
async def _send_telegram_notifications(
self, transactions: List[Dict[str, Any]]
) -> None:
"""Send Telegram notifications - placeholder implementation"""
# Would import and use leggen.notifications.telegram
logger.info(
f"Sending {len(transactions)} transaction notifications to Telegram"
)
"""Send Telegram notifications for transactions"""
try:
import click
from leggen.notifications.telegram import send_transaction_message
# Create a mock context with the telegram config
ctx = click.Context(click.Command("notifications"))
telegram_config = self.notifications_config.get("telegram", {})
ctx.obj = {
"notifications": {
"telegram": {
"api-key": telegram_config.get("token"),
"chat-id": telegram_config.get("chat_id"),
}
}
}
# Send transaction notifications using the actual implementation
send_transaction_message(ctx, transactions)
logger.info(
f"Sent {len(transactions)} transaction notifications to Telegram"
)
except Exception as e:
logger.error(f"Failed to send Telegram transaction notifications: {e}")
raise
async def _send_discord_test(self, message: str) -> None:
"""Send Discord test notification"""
try:
from leggen.notifications.discord import send_expire_notification
import click
from leggen.notifications.discord import send_expire_notification
# Create a mock context with the webhook
ctx = click.Context(click.Command("test"))
ctx.obj = {
@@ -164,17 +209,18 @@ class NotificationService:
async def _send_telegram_test(self, message: str) -> None:
"""Send Telegram test notification"""
try:
from leggen.notifications.telegram import send_expire_notification
import click
from leggen.notifications.telegram import send_expire_notification
# Create a mock context with the telegram config
ctx = click.Context(click.Command("test"))
telegram_config = self.notifications_config.get("telegram", {})
ctx.obj = {
"notifications": {
"telegram": {
"api-key": telegram_config.get("api-key"),
"chat-id": telegram_config.get("chat-id"),
"api-key": telegram_config.get("token"),
"chat-id": telegram_config.get("chat_id"),
}
}
}
@@ -194,8 +240,52 @@ class NotificationService:
async def _send_discord_expiry(self, notification_data: Dict[str, Any]) -> None:
"""Send Discord expiry notification"""
logger.info(f"Sending Discord expiry notification: {notification_data}")
try:
import click
from leggen.notifications.discord import send_expire_notification
# Create a mock context with the webhook
ctx = click.Context(click.Command("expiry"))
ctx.obj = {
"notifications": {
"discord": {
"webhook": self.notifications_config.get("discord", {}).get(
"webhook"
)
}
}
}
# Send expiry notification using the actual implementation
send_expire_notification(ctx, notification_data)
logger.info(f"Sent Discord expiry notification: {notification_data}")
except Exception as e:
logger.error(f"Failed to send Discord expiry notification: {e}")
raise
async def _send_telegram_expiry(self, notification_data: Dict[str, Any]) -> None:
"""Send Telegram expiry notification"""
logger.info(f"Sending Telegram expiry notification: {notification_data}")
try:
import click
from leggen.notifications.telegram import send_expire_notification
# Create a mock context with the telegram config
ctx = click.Context(click.Command("expiry"))
telegram_config = self.notifications_config.get("telegram", {})
ctx.obj = {
"notifications": {
"telegram": {
"api-key": telegram_config.get("token"),
"chat-id": telegram_config.get("chat_id"),
}
}
}
# Send expiry notification using the actual implementation
send_expire_notification(ctx, notification_data)
logger.info(f"Sent Telegram expiry notification: {notification_data}")
except Exception as e:
logger.error(f"Failed to send Telegram expiry notification: {e}")
raise

View File

@@ -4,8 +4,8 @@ from typing import List
from loguru import logger
from leggen.api.models.sync import SyncResult, SyncStatus
from leggen.services.gocardless_service import GoCardlessService
from leggen.services.database_service import DatabaseService
from leggen.services.gocardless_service import GoCardlessService
from leggen.services.notification_service import NotificationService

View File

@@ -0,0 +1,87 @@
from datetime import datetime
from typing import Any, Dict, List
class TransactionProcessor:
"""Handles processing and transformation of raw transaction data"""
def process_transactions(
self,
account_id: str,
account_info: Dict[str, Any],
transaction_data: Dict[str, Any],
) -> List[Dict[str, Any]]:
"""Process raw transaction data into standardized format"""
transactions = []
# Process booked transactions
for transaction in transaction_data.get("transactions", {}).get("booked", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "booked"
)
transactions.append(processed)
# Process pending transactions
for transaction in transaction_data.get("transactions", {}).get("pending", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "pending"
)
transactions.append(processed)
return transactions
def _process_single_transaction(
self,
account_id: str,
account_info: Dict[str, Any],
transaction: Dict[str, Any],
status: str,
) -> Dict[str, Any]:
"""Process a single transaction into standardized format"""
# Extract dates
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
date_str = booked_date or value_date
if not date_str:
raise ValueError("No valid date found in transaction")
min_date = datetime.fromisoformat(date_str)
# Extract amount and currency
transaction_amount = transaction.get("transactionAmount", {})
amount = float(transaction_amount.get("amount", 0))
currency = transaction_amount.get("currency", "")
# Extract description
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
transaction_id = transaction.get("transactionId")
internal_transaction_id = transaction.get("internalTransactionId")
if not transaction_id:
raise ValueError("Transaction missing required transactionId field")
return {
"accountId": account_id,
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"rawTransaction": transaction,
}

View File

@@ -1,20 +1,23 @@
import os
import sys
import tomllib
import tomli_w
from pathlib import Path
from typing import Dict, Any, Optional
from typing import Any, Dict, Optional
import click
import tomli_w
from loguru import logger
from pydantic import ValidationError
from leggen.utils.text import error
from leggen.models.config import Config as ConfigModel
from leggen.utils.paths import path_manager
from leggen.utils.text import error
class Config:
_instance = None
_config = None
_config_model = None
_config_path = None
def __new__(cls):
@@ -35,8 +38,18 @@ class Config:
try:
with open(config_path, "rb") as f:
self._config = tomllib.load(f)
raw_config = tomllib.load(f)
logger.info(f"Configuration loaded from {config_path}")
# Validate configuration using Pydantic
try:
self._config_model = ConfigModel(**raw_config)
self._config = self._config_model.dict(by_alias=True, exclude_none=True)
logger.info("Configuration validation successful")
except ValidationError as e:
logger.error(f"Configuration validation failed: {e}")
raise ValueError(f"Invalid configuration: {e}") from e
except FileNotFoundError:
logger.error(f"Configuration file not found: {config_path}")
raise
@@ -65,15 +78,24 @@ class Config:
if config_data is None:
raise ValueError("No config data to save")
# Validate the configuration before saving
try:
validated_model = ConfigModel(**config_data)
validated_config = validated_model.dict(by_alias=True, exclude_none=True)
except ValidationError as e:
logger.error(f"Configuration validation failed before save: {e}")
raise ValueError(f"Invalid configuration: {e}") from e
# Ensure directory exists
Path(config_path).parent.mkdir(parents=True, exist_ok=True)
try:
with open(config_path, "wb") as f:
tomli_w.dump(config_data, f)
tomli_w.dump(validated_config, f)
# Update in-memory config
self._config = config_data
self._config = validated_config
self._config_model = validated_model
self._config_path = config_path
logger.info(f"Configuration saved to {config_path}")
except Exception as e:
@@ -146,8 +168,16 @@ class Config:
def load_config(ctx: click.Context, _, filename):
try:
with click.open_file(str(filename), "rb") as f:
# TODO: Implement configuration file validation (use pydantic?)
ctx.obj = tomllib.load(f)
raw_config = tomllib.load(f)
# Validate configuration using Pydantic
try:
validated_model = ConfigModel(**raw_config)
ctx.obj = validated_model.dict(by_alias=True, exclude_none=True)
except ValidationError as e:
error(f"Configuration validation failed: {e}")
sys.exit(1)
except FileNotFoundError:
error(
"Configuration file not found. Provide a valid configuration file path with leggen --config <path> or LEGGEN_CONFIG=<path> environment variable."

View File

@@ -1,132 +0,0 @@
from datetime import datetime
import click
import leggen.database.sqlite as sqlite_engine
from leggen.utils.text import info, warning
def persist_balance(ctx: click.Context, account: str, balance: dict) -> None:
sqlite = ctx.obj.get("database", {}).get("sqlite", True)
if not sqlite:
warning("SQLite database is disabled, skipping balance saving")
return
info(f"[{account}] Fetched balances, saving to SQLite")
sqlite_engine.persist_balances(ctx, balance)
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
sqlite = ctx.obj.get("database", {}).get("sqlite", True)
if not sqlite:
warning("SQLite database is disabled, skipping transaction saving")
# WARNING: This will return the transactions list as is, without saving it to any database
# Possible duplicate notifications will be sent if the filters are enabled
return transactions
info(f"[{account}] Fetched {len(transactions)} transactions, saving to SQLite")
return sqlite_engine.persist_transactions(ctx, account, transactions)
def save_transactions(ctx: click.Context, account: str) -> list:
import requests
api_url = ctx.obj.get("api_url", "http://localhost:8000")
info(f"[{account}] Getting account details")
res = requests.get(f"{api_url}/accounts/{account}")
res.raise_for_status()
account_info = res.json()
info(f"[{account}] Getting transactions")
transactions = []
res = requests.get(f"{api_url}/accounts/{account}/transactions/")
res.raise_for_status()
account_transactions = res.json().get("transactions", [])
for transaction in account_transactions.get("booked", []):
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
min_date = datetime.fromisoformat(booked_date or value_date)
transactionValue = float(
transaction.get("transactionAmount", {}).get("amount", 0)
)
currency = transaction.get("transactionAmount", {}).get("currency", "")
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
transaction_id = transaction.get("internalTransactionId") or transaction.get(
"transactionId"
)
t = {
"internalTransactionId": transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": transactionValue,
"transactionCurrency": currency,
"transactionStatus": "booked",
"accountId": account,
"rawTransaction": transaction,
}
transactions.append(t)
for transaction in account_transactions.get("pending", []):
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
min_date = datetime.fromisoformat(booked_date or value_date)
transactionValue = float(
transaction.get("transactionAmount", {}).get("amount", 0)
)
currency = transaction.get("transactionAmount", {}).get("currency", "")
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
transaction_id = transaction.get("internalTransactionId") or transaction.get(
"transactionId"
)
t = {
"internalTransactionId": transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": transactionValue,
"transactionCurrency": currency,
"transactionStatus": "pending",
"accountId": account,
"rawTransaction": transaction,
}
transactions.append(t)
return persist_transactions(ctx, account, transactions)

View File

@@ -1,6 +1,6 @@
[project]
name = "leggen"
version = "2025.9.10"
version = "2025.9.12"
description = "An Open Banking CLI"
authors = [{ name = "Elisiário Couto", email = "elisiario@couto.io" }]
requires-python = "~=3.13.0"
@@ -34,6 +34,7 @@ dependencies = [
"apscheduler>=3.10.0,<4",
"tomli-w>=1.0.0,<2",
"httpx>=0.28.1",
"pydantic>=2.0.0,<3",
]
[project.urls]
@@ -68,7 +69,7 @@ build-backend = "hatchling.build"
[tool.ruff]
lint.ignore = ["E501", "B008", "B006"]
lint.extend-select = ["B", "C4", "PIE", "T20", "SIM", "TCH"]
lint.extend-select = ["B", "C4", "I", "PIE", "T20", "SIM", "TCH"]
[tool.pytest.ini_options]
testpaths = ["tests"]

View File

@@ -7,7 +7,7 @@ import sqlite3
import sys
from datetime import datetime, timedelta
from pathlib import Path
from typing import List, Dict, Any
from typing import Any, Dict, List
import click
@@ -106,7 +106,8 @@ class SampleDataGenerator:
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
last_updated DATETIME,
display_name TEXT
)
""")
@@ -373,8 +374,8 @@ class SampleDataGenerator:
cursor.execute(
"""
INSERT OR REPLACE INTO accounts
(id, institution_id, status, iban, name, currency, created, last_accessed, last_updated)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
(id, institution_id, status, iban, name, currency, created, last_accessed, last_updated, display_name)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
account["id"],
@@ -386,6 +387,7 @@ class SampleDataGenerator:
account["created"],
account["last_accessed"],
account["last_updated"],
None, # display_name is initially None for sample data
),
)

View File

@@ -1,10 +1,11 @@
"""Pytest configuration and shared fixtures."""
import pytest
import tempfile
import json
import tempfile
from pathlib import Path
from unittest.mock import patch
import pytest
from fastapi.testclient import TestClient
from leggen.commands.server import create_app

View File

@@ -1,8 +1,9 @@
"""Tests for analytics fixes to ensure all transactions are used in statistics."""
import pytest
from datetime import datetime, timedelta
from unittest.mock import Mock, AsyncMock, patch
from unittest.mock import AsyncMock, Mock, patch
import pytest
from fastapi.testclient import TestClient
from leggen.commands.server import create_app

View File

@@ -1,8 +1,9 @@
"""Tests for accounts API endpoints."""
import pytest
from unittest.mock import patch
import pytest
@pytest.mark.api
class TestAccountsAPI:
@@ -23,6 +24,8 @@ class TestAccountsAPI:
"institution_id": "REVOLUT_REVOLT21",
"status": "READY",
"iban": "LT313250081177977789",
"name": "Personal Account",
"display_name": None,
"created": "2024-02-13T23:56:00Z",
"last_accessed": "2025-09-01T09:30:00Z",
}
@@ -79,6 +82,8 @@ class TestAccountsAPI:
"institution_id": "REVOLUT_REVOLT21",
"status": "READY",
"iban": "LT313250081177977789",
"name": "Personal Account",
"display_name": None,
"created": "2024-02-13T23:56:00Z",
"last_accessed": "2025-09-01T09:30:00Z",
}
@@ -282,3 +287,58 @@ class TestAccountsAPI:
response = api_client.get("/api/v1/accounts/nonexistent")
assert response.status_code == 404
def test_update_account_display_name_success(
self, api_client, mock_config, mock_auth_token, mock_db_path
):
"""Test successful update of account display name."""
mock_account = {
"id": "test-account-123",
"institution_id": "REVOLUT_REVOLT21",
"status": "READY",
"iban": "LT313250081177977789",
"name": "Personal Account",
"display_name": None,
"created": "2024-02-13T23:56:00Z",
"last_accessed": "2025-09-01T09:30:00Z",
}
with (
patch("leggen.utils.config.config", mock_config),
patch(
"leggen.api.routes.accounts.database_service.get_account_details_from_db",
return_value=mock_account,
),
patch(
"leggen.api.routes.accounts.database_service.persist_account_details",
return_value=None,
),
):
response = api_client.put(
"/api/v1/accounts/test-account-123",
json={"display_name": "My Custom Account Name"},
)
assert response.status_code == 200
data = response.json()
assert data["success"] is True
assert data["data"]["id"] == "test-account-123"
assert data["data"]["display_name"] == "My Custom Account Name"
def test_update_account_not_found(
self, api_client, mock_config, mock_auth_token, mock_db_path
):
"""Test updating non-existent account."""
with (
patch("leggen.utils.config.config", mock_config),
patch(
"leggen.api.routes.accounts.database_service.get_account_details_from_db",
return_value=None,
),
):
response = api_client.put(
"/api/v1/accounts/nonexistent",
json={"display_name": "New Name"},
)
assert response.status_code == 404

View File

@@ -1,9 +1,10 @@
"""Tests for banks API endpoints."""
from unittest.mock import patch
import httpx
import pytest
import respx
import httpx
from unittest.mock import patch
@pytest.mark.api

View File

@@ -1,9 +1,10 @@
"""Tests for CLI API client."""
from unittest.mock import patch
import pytest
import requests
import requests_mock
from unittest.mock import patch
from leggen.api_client import LeggenAPIClient

View File

@@ -1,8 +1,9 @@
"""Tests for transactions API endpoints."""
import pytest
from unittest.mock import patch
from datetime import datetime
from unittest.mock import patch
import pytest
@pytest.mark.api

View File

@@ -1,8 +1,9 @@
"""Tests for configuration management."""
import pytest
from unittest.mock import patch
import pytest
from leggen.utils.config import Config
@@ -37,10 +38,14 @@ class TestConfig:
# Reset singleton state for testing
config._config = None
config._config_path = None
config._config_model = None
result = config.load_config(str(config_file))
assert result == config_data
# Result should contain validated config data
assert result["gocardless"]["key"] == "test-key"
assert result["gocardless"]["secret"] == "test-secret"
assert result["database"]["sqlite"] is True
assert config.gocardless_config["key"] == "test-key"
assert config.database_config["sqlite"] is True
@@ -54,11 +59,19 @@ class TestConfig:
def test_save_config_success(self, temp_config_dir):
"""Test successful configuration saving."""
config_data = {"gocardless": {"key": "new-key", "secret": "new-secret"}}
config_data = {
"gocardless": {
"key": "new-key",
"secret": "new-secret",
"url": "https://bankaccountdata.gocardless.com/api/v2",
},
"database": {"sqlite": True},
}
config_file = temp_config_dir / "new_config.toml"
config = Config()
config._config = None
config._config_model = None
config.save_config(config_data, str(config_file))
@@ -70,12 +83,18 @@ class TestConfig:
with open(config_file, "rb") as f:
saved_data = tomllib.load(f)
assert saved_data == config_data
assert saved_data["gocardless"]["key"] == "new-key"
assert saved_data["gocardless"]["secret"] == "new-secret"
assert saved_data["database"]["sqlite"] is True
def test_update_config_success(self, temp_config_dir):
"""Test updating configuration values."""
initial_config = {
"gocardless": {"key": "old-key"},
"gocardless": {
"key": "old-key",
"secret": "old-secret",
"url": "https://bankaccountdata.gocardless.com/api/v2",
},
"database": {"sqlite": True},
}
@@ -87,6 +106,7 @@ class TestConfig:
config = Config()
config._config = None
config._config_model = None
config.load_config(str(config_file))
config.update_config("gocardless", "key", "new-key")
@@ -102,7 +122,14 @@ class TestConfig:
def test_update_section_success(self, temp_config_dir):
"""Test updating entire configuration section."""
initial_config = {"database": {"sqlite": True}}
initial_config = {
"gocardless": {
"key": "test-key",
"secret": "test-secret",
"url": "https://bankaccountdata.gocardless.com/api/v2",
},
"database": {"sqlite": True},
}
config_file = temp_config_dir / "config.toml"
with open(config_file, "wb") as f:
@@ -112,12 +139,13 @@ class TestConfig:
config = Config()
config._config = None
config._config_model = None
config.load_config(str(config_file))
new_db_config = {"sqlite": False, "path": "./custom.db"}
new_db_config = {"sqlite": False}
config.update_section("database", new_db_config)
assert config.database_config == new_db_config
assert config.database_config["sqlite"] is False
def test_scheduler_config_defaults(self):
"""Test scheduler configuration with defaults."""

View File

@@ -1,17 +1,14 @@
"""Integration tests for configurable paths."""
import pytest
import tempfile
import os
import tempfile
from pathlib import Path
from unittest.mock import patch
import pytest
from leggen.services.database_service import DatabaseService
from leggen.utils.paths import path_manager
from leggen.database.sqlite import persist_balances, get_balances
class MockContext:
"""Mock context for testing."""
@pytest.mark.unit
@@ -109,24 +106,31 @@ class TestConfigurablePaths:
# Set custom database path
path_manager.set_database_path(test_db_path)
# Test database operations
ctx = MockContext()
balance = {
"account_id": "test-account",
"bank": "TEST_BANK",
"status": "active",
# Test database operations using DatabaseService
database_service = DatabaseService()
balance_data = {
"balances": [
{
"balanceAmount": {"amount": "1000.0", "currency": "EUR"},
"balanceType": "available",
}
],
"institution_id": "TEST_BANK",
"account_status": "active",
"iban": "TEST_IBAN",
"amount": 1000.0,
"currency": "EUR",
"type": "available",
"timestamp": "2023-01-01T00:00:00",
}
# Persist balance
persist_balances(ctx, balance)
# Use the internal balance persistence method since the test needs direct database access
import asyncio
asyncio.run(
database_service._persist_balance_sqlite("test-account", balance_data)
)
# Retrieve balances
balances = get_balances()
balances = asyncio.run(
database_service.get_balances_from_db("test-account")
)
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account"

View File

@@ -1,8 +1,9 @@
"""Tests for database service."""
import pytest
from unittest.mock import patch
from datetime import datetime
from unittest.mock import patch
import pytest
from leggen.services.database_service import DatabaseService
@@ -83,7 +84,9 @@ class TestDatabaseService:
self, database_service, sample_transactions_db_format
):
"""Test successful retrieval of transactions from database."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.return_value = sample_transactions_db_format
result = await database_service.get_transactions_from_db(
@@ -107,7 +110,9 @@ class TestDatabaseService:
self, database_service, sample_transactions_db_format
):
"""Test retrieving transactions with filters."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.return_value = sample_transactions_db_format
result = await database_service.get_transactions_from_db(
@@ -143,7 +148,9 @@ class TestDatabaseService:
async def test_get_transactions_from_db_error(self, database_service):
"""Test handling error when getting transactions."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.side_effect = Exception("Database error")
result = await database_service.get_transactions_from_db()
@@ -152,7 +159,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_success(self, database_service):
"""Test successful retrieval of transaction count."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.return_value = 42
result = await database_service.get_transaction_count_from_db(
@@ -164,7 +171,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_with_filters(self, database_service):
"""Test getting transaction count with filters."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.return_value = 15
result = await database_service.get_transaction_count_from_db(
@@ -194,7 +201,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_error(self, database_service):
"""Test handling error when getting count."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.side_effect = Exception("Database error")
result = await database_service.get_transaction_count_from_db()
@@ -205,7 +212,7 @@ class TestDatabaseService:
self, database_service, sample_balances_db_format
):
"""Test successful retrieval of balances from database."""
with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
with patch.object(database_service, "_get_balances") as mock_get_balances:
mock_get_balances.return_value = sample_balances_db_format
result = await database_service.get_balances_from_db(
@@ -227,7 +234,7 @@ class TestDatabaseService:
async def test_get_balances_from_db_error(self, database_service):
"""Test handling error when getting balances."""
with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
with patch.object(database_service, "_get_balances") as mock_get_balances:
mock_get_balances.side_effect = Exception("Database error")
result = await database_service.get_balances_from_db()
@@ -242,7 +249,7 @@ class TestDatabaseService:
"iban": "LT313250081177977789",
}
with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
with patch.object(database_service, "_get_account_summary") as mock_get_summary:
mock_get_summary.return_value = mock_summary
result = await database_service.get_account_summary_from_db(
@@ -262,7 +269,7 @@ class TestDatabaseService:
async def test_get_account_summary_from_db_error(self, database_service):
"""Test handling error when getting summary."""
with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
with patch.object(database_service, "_get_account_summary") as mock_get_summary:
mock_get_summary.side_effect = Exception("Database error")
result = await database_service.get_account_summary_from_db(

View File

@@ -1,8 +1,9 @@
"""Tests for background scheduler."""
import pytest
from unittest.mock import patch, AsyncMock, MagicMock
from datetime import datetime
from unittest.mock import AsyncMock, MagicMock, patch
import pytest
from leggen.background.scheduler import BackgroundScheduler

View File

@@ -1,364 +0,0 @@
"""Tests for SQLite database functions."""
import pytest
import tempfile
from pathlib import Path
from unittest.mock import patch
from datetime import datetime
import leggen.database.sqlite as sqlite_db
@pytest.fixture
def temp_db_path():
"""Create a temporary database file for testing."""
import uuid
with tempfile.TemporaryDirectory() as tmpdir:
db_path = Path(tmpdir) / f"test_{uuid.uuid4().hex}.db"
yield db_path
@pytest.fixture
def mock_home_db_path(temp_db_path):
"""Mock the database path to use temp file."""
from leggen.utils.paths import path_manager
# Set the path manager to use the temporary database
original_database_path = path_manager._database_path
path_manager.set_database_path(temp_db_path)
try:
yield temp_db_path
finally:
# Restore original path
path_manager._database_path = original_database_path
@pytest.fixture
def sample_transactions():
"""Sample transaction data for testing."""
return [
{
"transactionId": "bank-txn-001", # NEW: stable bank-provided ID
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
"transactionDate": datetime(2025, 9, 1, 9, 30),
"description": "Coffee Shop Payment",
"transactionValue": -10.50,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
"transactionDate": datetime(2025, 9, 2, 14, 15),
"description": "Grocery Store",
"transactionValue": -45.30,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
},
]
@pytest.fixture
def sample_balance():
"""Sample balance data for testing."""
return {
"account_id": "test-account-123",
"bank": "REVOLUT_REVOLT21",
"status": "active",
"iban": "LT313250081177977789",
"amount": 1000.00,
"currency": "EUR",
"type": "interimAvailable",
"timestamp": datetime.now(),
}
class MockContext:
"""Mock context for testing."""
class TestSQLiteDatabase:
"""Test SQLite database operations."""
def test_persist_transactions(self, mock_home_db_path, sample_transactions):
"""Test persisting transactions to database."""
ctx = MockContext()
# Persist transactions
new_transactions = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
# Should return all transactions as new
assert len(new_transactions) == 2
assert new_transactions[0]["internalTransactionId"] == "txn-001"
def test_persist_transactions_duplicates(
self, mock_home_db_path, sample_transactions
):
"""Test handling duplicate transactions."""
ctx = MockContext()
# Insert transactions twice
new_transactions_1 = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
new_transactions_2 = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
# First time should return all as new
assert len(new_transactions_1) == 2
# Second time should also return all (INSERT OR REPLACE behavior with composite key)
assert len(new_transactions_2) == 2
def test_get_transactions_all(self, mock_home_db_path, sample_transactions):
"""Test retrieving all transactions."""
ctx = MockContext()
# Insert test data
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get all transactions
transactions = sqlite_db.get_transactions()
assert len(transactions) == 2
assert (
transactions[0]["internalTransactionId"] == "txn-002"
) # Ordered by date DESC
assert transactions[1]["internalTransactionId"] == "txn-001"
def test_get_transactions_filtered_by_account(
self, mock_home_db_path, sample_transactions
):
"""Test filtering transactions by account ID."""
ctx = MockContext()
# Add transaction for different account
other_account_transaction = sample_transactions[0].copy()
other_account_transaction["internalTransactionId"] = "txn-003"
other_account_transaction["accountId"] = "other-account"
all_transactions = sample_transactions + [other_account_transaction]
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", all_transactions)
# Filter by account
transactions = sqlite_db.get_transactions(account_id="test-account-123")
assert len(transactions) == 2
for txn in transactions:
assert txn["accountId"] == "test-account-123"
def test_get_transactions_with_pagination(
self, mock_home_db_path, sample_transactions
):
"""Test transaction pagination."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get first page
transactions_page1 = sqlite_db.get_transactions(limit=1, offset=0)
assert len(transactions_page1) == 1
# Get second page
transactions_page2 = sqlite_db.get_transactions(limit=1, offset=1)
assert len(transactions_page2) == 1
# Should be different transactions
assert (
transactions_page1[0]["internalTransactionId"]
!= transactions_page2[0]["internalTransactionId"]
)
def test_get_transactions_with_amount_filter(
self, mock_home_db_path, sample_transactions
):
"""Test filtering transactions by amount."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Filter by minimum amount (should exclude coffee shop payment)
transactions = sqlite_db.get_transactions(min_amount=-20.0)
assert len(transactions) == 1
assert transactions[0]["transactionValue"] == -10.50
def test_get_transactions_with_search(self, mock_home_db_path, sample_transactions):
"""Test searching transactions by description."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Search for "Coffee"
transactions = sqlite_db.get_transactions(search="Coffee")
assert len(transactions) == 1
assert "Coffee" in transactions[0]["description"]
def test_get_transactions_empty_database(self, mock_home_db_path):
"""Test getting transactions from empty database."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
transactions = sqlite_db.get_transactions()
assert transactions == []
def test_get_transactions_nonexistent_database(self):
"""Test getting transactions when database doesn't exist."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = Path("/nonexistent")
transactions = sqlite_db.get_transactions()
assert transactions == []
def test_persist_balances(self, mock_home_db_path, sample_balance):
"""Test persisting balance data."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
result = sqlite_db.persist_balances(ctx, sample_balance)
# Should return the balance data
assert result["account_id"] == "test-account-123"
def test_get_balances(self, mock_home_db_path, sample_balance):
"""Test retrieving balances."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Insert test balance
sqlite_db.persist_balances(ctx, sample_balance)
# Get balances
balances = sqlite_db.get_balances()
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account-123"
assert balances[0]["amount"] == 1000.00
def test_get_balances_filtered_by_account(self, mock_home_db_path, sample_balance):
"""Test filtering balances by account ID."""
ctx = MockContext()
# Create balance for different account
other_balance = sample_balance.copy()
other_balance["account_id"] = "other-account"
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_balances(ctx, sample_balance)
sqlite_db.persist_balances(ctx, other_balance)
# Filter by account
balances = sqlite_db.get_balances(account_id="test-account-123")
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account-123"
def test_get_account_summary(self, mock_home_db_path, sample_transactions):
"""Test getting account summary from transactions."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
summary = sqlite_db.get_account_summary("test-account-123")
assert summary is not None
assert summary["accountId"] == "test-account-123"
assert summary["institutionId"] == "REVOLUT_REVOLT21"
assert summary["iban"] == "LT313250081177977789"
def test_get_account_summary_nonexistent(self, mock_home_db_path):
"""Test getting summary for nonexistent account."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
summary = sqlite_db.get_account_summary("nonexistent")
assert summary is None
def test_get_transaction_count(self, mock_home_db_path, sample_transactions):
"""Test getting transaction count."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get total count
count = sqlite_db.get_transaction_count()
assert count == 2
# Get count for specific account
count_filtered = sqlite_db.get_transaction_count(
account_id="test-account-123"
)
assert count_filtered == 2
# Get count for nonexistent account
count_none = sqlite_db.get_transaction_count(account_id="nonexistent")
assert count_none == 0
def test_get_transaction_count_with_filters(
self, mock_home_db_path, sample_transactions
):
"""Test getting transaction count with filters."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Filter by search
count = sqlite_db.get_transaction_count(search="Coffee")
assert count == 1
# Filter by amount
count = sqlite_db.get_transaction_count(min_amount=-20.0)
assert count == 1
def test_database_indexes_created(self, mock_home_db_path, sample_transactions):
"""Test that database indexes are created properly."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Persist transactions to create tables and indexes
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get transactions to ensure we can query the table (indexes working)
transactions = sqlite_db.get_transactions(account_id="test-account-123")
assert len(transactions) == 2

4
uv.lock generated
View File

@@ -220,7 +220,7 @@ wheels = [
[[package]]
name = "leggen"
version = "2025.9.10"
version = "2025.9.12"
source = { editable = "." }
dependencies = [
{ name = "apscheduler" },
@@ -229,6 +229,7 @@ dependencies = [
{ name = "fastapi" },
{ name = "httpx" },
{ name = "loguru" },
{ name = "pydantic" },
{ name = "requests" },
{ name = "tabulate" },
{ name = "tomli-w" },
@@ -257,6 +258,7 @@ requires-dist = [
{ name = "fastapi", specifier = ">=0.104.0,<1" },
{ name = "httpx", specifier = ">=0.28.1" },
{ name = "loguru", specifier = ">=0.7.2,<0.8" },
{ name = "pydantic", specifier = ">=2.0.0,<3" },
{ name = "requests", specifier = ">=2.31.0,<3" },
{ name = "tabulate", specifier = ">=0.9.0,<0.10" },
{ name = "tomli-w", specifier = ">=1.0.0,<2" },