feat(tracker): overdue command center with snooze/skip/pay + sidebar badge
- migration v0.70 adds snoozed_until TEXT to monthly_bill_state - trackerService: snoozed_until in monthly state fetch + getOverdueCount() - GET /api/tracker/overdue-count endpoint - PUT /bills/:id/monthly-state validates snoozed_until - OverdueCommandCenter component: collapsible, per-bill actions, hides snoozed - useOverdueCount hook (2-min stale, 5-min poll, tab-only) - Sidebar/nav uses overdue count badge on Tracker menu item - Bump v0.33.8.7 → v0.34.0
This commit is contained in:
null
parent
db5f765d84
commit
3978507572
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@ -137,6 +137,8 @@ export const api = {
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// Tracker
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tracker: (y, m, params = {}) => get(`/tracker${queryString({ year: y, month: m, ...params })}`),
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upcomingBills: (days = 30) => get(`/tracker/upcoming?days=${days}`),
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overdueCount: () => get('/tracker/overdue-count'),
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snoozeOverdue: (id, data) => put(`/bills/${id}/monthly-state`, data),
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// Calendar
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calendar: (y, m) => get(`/calendar?year=${y}&month=${m}`),
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@ -2,7 +2,7 @@ import React, { useMemo } from 'react';
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import { NavLink } from 'react-router-dom';
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import { cn } from '@/lib/utils';
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export const NavPill = React.memo(function NavPill({ item, onNavigate }) {
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export const NavPill = React.memo(function NavPill({ item, onNavigate, badge }) {
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const Icon = useMemo(() => item.icon, [item.icon]);
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const to = useMemo(() => item.to, [item.to]);
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const end = useMemo(() => item.end, [item.end]);
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@ -23,6 +23,11 @@ export const NavPill = React.memo(function NavPill({ item, onNavigate }) {
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>
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<Icon className="h-4 w-4" />
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<span>{label}</span>
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{badge > 0 && (
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<span className="ml-0.5 flex h-4 min-w-[1rem] items-center justify-center rounded-full bg-rose-500 px-1 text-[10px] font-bold leading-none text-white">
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{badge > 99 ? '99+' : badge}
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</span>
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)}
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</NavLink>
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);
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});
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@ -7,6 +7,7 @@ import {
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} from 'lucide-react';
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import { cn } from '@/lib/utils';
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import { useAuth } from '@/hooks/useAuth';
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import { useOverdueCount } from '@/hooks/useQueries';
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import { ThemeToggle } from '@/components/ui/theme-toggle';
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import { Button } from '@/components/ui/button';
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import {
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@ -42,7 +43,7 @@ const trackerItems = [
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{ to: '/snowball', icon: TrendingDown, label: 'Snowball' },
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];
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function TrackerMenu({ onNavigate }) {
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function TrackerMenu({ onNavigate, badge }) {
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const location = useLocation();
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const navigate = useNavigate();
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const isTrackerActive = useMemo(() => trackerItems.some(item => (
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@ -65,6 +66,11 @@ function TrackerMenu({ onNavigate }) {
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>
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<LayoutGrid className="h-4 w-4" />
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Tracker
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{badge > 0 && (
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<span className="flex h-4 min-w-[1rem] items-center justify-center rounded-full bg-rose-500 px-1 text-[10px] font-bold leading-none text-white">
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{badge > 99 ? '99+' : badge}
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</span>
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)}
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<ChevronDown className="h-3.5 w-3.5 opacity-75" />
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</button>
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</DropdownMenuTrigger>
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@ -169,6 +175,8 @@ export default function Sidebar({ adminMode = false }) {
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const [mobileOpen, setMobileOpen] = useState(false);
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const { user } = useAuth();
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const items = useMemo(() => adminMode ? adminNavItems : userNavItems, [adminMode]);
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const { data: overdueData } = useOverdueCount();
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const overdueCount = (!adminMode && overdueData?.count) ? overdueData.count : 0;
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return (
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<header className="sticky top-0 z-40 border-b border-border/80 bg-card/95 shadow-sm shadow-foreground/10 backdrop-blur-md supports-[backdrop-filter]:bg-card/90">
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@ -176,7 +184,7 @@ export default function Sidebar({ adminMode = false }) {
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<BrandBlock adminMode={adminMode} />
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<nav className="hidden items-center gap-1 lg:flex">
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{!adminMode && <TrackerMenu />}
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{!adminMode && <TrackerMenu badge={overdueCount} />}
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{items.map(item => (
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<NavPill key={item.to} item={item} />
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))}
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@ -218,7 +226,12 @@ export default function Sidebar({ adminMode = false }) {
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<div className="max-h-[70vh] overflow-y-auto border-t border-border/70 bg-card/95 px-4 py-3 shadow-lg shadow-foreground/10 lg:hidden">
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<nav className="mx-auto grid max-w-[1500px] gap-1">
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{!adminMode && trackerItems.map(item => (
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<NavPill key={item.to} item={item} onNavigate={() => setMobileOpen(false)} />
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<NavPill
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key={item.to}
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item={item}
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onNavigate={() => setMobileOpen(false)}
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badge={item.to === '/' ? overdueCount : undefined}
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/>
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))}
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{items.map(item => (
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<NavPill key={item.to} item={item} onNavigate={() => setMobileOpen(false)} />
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@ -0,0 +1,228 @@
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import React, { useState } from 'react';
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import { AlertCircle, ChevronDown, BellOff, SkipForward, CreditCard } from 'lucide-react';
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import { toast } from 'sonner';
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import { api } from '@/api.js';
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import { cn, fmt } from '@/lib/utils';
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import { Collapsible, CollapsibleTrigger, CollapsibleContent } from '@/components/ui/collapsible';
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import {
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DropdownMenu,
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DropdownMenuTrigger,
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DropdownMenuContent,
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DropdownMenuItem,
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} from '@/components/ui/dropdown-menu';
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function snoozeUntil(days) {
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const d = new Date();
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d.setDate(d.getDate() + days);
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return d.toISOString().slice(0, 10);
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}
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function daysOverdueLabel(dueDate) {
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if (!dueDate) return 'overdue';
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const today = new Date();
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today.setHours(0, 0, 0, 0);
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const due = new Date(`${dueDate}T00:00:00`);
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const days = Math.floor((today - due) / 86_400_000);
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if (days <= 0) return 'due today';
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return `${days} ${days === 1 ? 'day' : 'days'} overdue`;
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}
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function OverdueRow({ row, year, month, onPayNow, onRefresh }) {
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const [loading, setLoading] = useState(false);
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const threshold = row.actual_amount ?? row.expected_amount;
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async function handleSkip() {
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setLoading(true);
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try {
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await api.saveBillMonthlyState(row.id, {
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year,
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month,
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is_skipped: true,
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actual_amount: row.actual_amount,
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notes: row.monthly_notes,
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});
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onRefresh();
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} catch {
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toast.error('Failed to skip bill');
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} finally {
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setLoading(false);
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}
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}
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async function handleSnooze(days) {
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setLoading(true);
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try {
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await api.snoozeOverdue(row.id, {
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year,
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month,
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snoozed_until: snoozeUntil(days),
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actual_amount: row.actual_amount,
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notes: row.monthly_notes,
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is_skipped: false,
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});
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toast.success(`Snoozed for ${days} ${days === 1 ? 'day' : 'days'}`);
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onRefresh();
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} catch {
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toast.error('Failed to snooze bill');
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} finally {
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setLoading(false);
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}
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}
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return (
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<div className="flex flex-wrap items-center gap-x-3 gap-y-2 py-2.5 sm:flex-nowrap">
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{/* Bill info */}
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<div className="flex min-w-0 flex-1 flex-col gap-0.5">
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<div className="flex flex-wrap items-center gap-1.5">
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<span className="truncate text-sm font-medium text-foreground">{row.name}</span>
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{row.category_name && (
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<Badge variant="secondary" className="shrink-0 px-1.5 py-0 text-[10px]">
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{row.category_name}
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</Badge>
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)}
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</div>
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<span className="text-xs text-rose-400 dark:text-rose-300">
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{daysOverdueLabel(row.due_date)}
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</span>
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</div>
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{/* Amount */}
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<span className="shrink-0 font-mono text-sm font-semibold text-rose-400 dark:text-rose-300">
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{fmt(threshold)}
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</span>
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{/* Actions */}
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<div className="flex shrink-0 items-center gap-1">
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<Button
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size="sm"
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variant="outline"
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className="h-7 gap-1.5 border-rose-400/40 px-2.5 text-xs text-rose-500 hover:border-rose-400/70 hover:bg-rose-500/[0.08] hover:text-rose-400"
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disabled={loading}
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onClick={() => onPayNow(row)}
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>
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<CreditCard className="h-3 w-3" />
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Pay Now
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</Button>
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<Button
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size="sm"
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variant="ghost"
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className="h-7 px-2.5 text-xs text-muted-foreground hover:text-foreground"
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disabled={loading}
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onClick={handleSkip}
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>
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<SkipForward className="h-3 w-3 mr-1" />
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Skip
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</Button>
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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size="sm"
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variant="ghost"
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className="h-7 px-2.5 text-xs text-muted-foreground hover:text-foreground"
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disabled={loading}
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>
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<BellOff className="h-3 w-3 mr-1" />
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Snooze
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<ChevronDown className="ml-0.5 h-2.5 w-2.5 opacity-60" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end" className="min-w-[120px]">
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<DropdownMenuItem onClick={() => handleSnooze(1)}>1 day</DropdownMenuItem>
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<DropdownMenuItem onClick={() => handleSnooze(3)}>3 days</DropdownMenuItem>
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<DropdownMenuItem onClick={() => handleSnooze(7)}>7 days</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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</div>
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</div>
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);
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}
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export default function OverdueCommandCenter({ rows, year, month, refresh, onPayNow }) {
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const todayStr = new Date().toISOString().slice(0, 10);
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const [isOpen, setIsOpen] = useState(true);
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const overdueRows = rows.filter(r =>
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(r.status === 'late' || r.status === 'missed') &&
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!r.is_skipped &&
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(!r.snoozed_until || r.snoozed_until <= todayStr)
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);
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const snoozedRows = rows.filter(r =>
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(r.status === 'late' || r.status === 'missed') &&
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!r.is_skipped &&
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r.snoozed_until && r.snoozed_until > todayStr
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);
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if (overdueRows.length === 0 && snoozedRows.length === 0) return null;
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const totalOverdue = overdueRows.reduce((sum, r) => {
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const threshold = r.actual_amount ?? r.expected_amount;
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const paid = r.total_paid ?? 0;
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return sum + Math.max(0, threshold - paid);
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}, 0);
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return (
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<Collapsible open={isOpen} onOpenChange={setIsOpen}>
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<div className="rounded-xl border border-rose-400/30 bg-rose-500/[0.06] shadow-sm overflow-hidden dark:bg-rose-400/[0.05]">
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{/* Header */}
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<CollapsibleTrigger asChild>
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<button className="flex w-full items-center justify-between px-4 py-3 transition-colors hover:bg-rose-500/[0.04] focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-rose-400/40 focus-visible:ring-inset">
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<div className="flex items-center gap-2.5">
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<AlertCircle className="h-4 w-4 shrink-0 text-rose-400" />
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<span className="text-sm font-semibold text-foreground">
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{overdueRows.length === 0
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? 'No active overdue bills'
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: `${overdueRows.length} overdue ${overdueRows.length === 1 ? 'bill' : 'bills'}`}
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</span>
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{overdueRows.length > 0 && (
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<span className="font-mono text-sm text-rose-400 dark:text-rose-300">
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{fmt(totalOverdue)}
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</span>
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)}
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</div>
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<div className="flex items-center gap-3">
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{snoozedRows.length > 0 && (
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<span className="text-xs text-muted-foreground">
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({snoozedRows.length} snoozed)
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</span>
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)}
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<ChevronDown
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className={cn(
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'h-4 w-4 text-muted-foreground transition-transform duration-200',
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isOpen && 'rotate-180'
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)}
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/>
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</div>
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</button>
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</CollapsibleTrigger>
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{/* Bill rows */}
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<CollapsibleContent>
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{overdueRows.length > 0 ? (
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<div className="divide-y divide-border/40 px-4 pb-2">
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{overdueRows.map(row => (
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<OverdueRow
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key={row.id}
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row={row}
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year={year}
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month={month}
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onPayNow={onPayNow}
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onRefresh={refresh}
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/>
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))}
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</div>
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) : (
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<p className="px-4 pb-3 text-xs text-muted-foreground">
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All overdue bills are snoozed.
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</p>
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)}
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</CollapsibleContent>
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</div>
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</Collapsible>
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);
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}
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@ -30,3 +30,14 @@ export function useCategories() {
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cacheTime: 1000 * 60 * 60 * 2, // 2 hours
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});
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}
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// Lightweight overdue count for sidebar badge — polls every 5 minutes
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export function useOverdueCount() {
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return useQuery({
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queryKey: ['overdue-count'],
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queryFn: () => api.overdueCount(),
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staleTime: 1000 * 60 * 2, // 2 minutes
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refetchInterval: 1000 * 60 * 5, // poll every 5 minutes
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refetchIntervalInBackground: false, // only when tab is active
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});
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}
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@ -6,9 +6,13 @@ export const APP_NAME = 'BillTracker';
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export const RELEASE_NOTES = {
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version: APP_VERSION,
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date: '2026-05-29',
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version: APP_VERSION,
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date: '2026-05-30',
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highlights: [
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{
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icon: '🔔',
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title: 'Overdue Command Center',
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desc: 'Tracker page now shows a collapsible command center for overdue bills. Per-bill Pay Now, Skip, and Snooze (1/3/7 days). Snoozed bills are hidden with a count hint. Sidebar badge shows live overdue count, polled every 5 minutes.',
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},
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{
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icon: '🧠',
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title: 'Advisory non-bill transaction filters',
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@ -28,6 +28,7 @@ import { Label } from '@/components/ui/label';
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import MonthlyStateDialog from '@/components/tracker/MonthlyStateDialog';
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import StartingAmountsEditDialog from '@/components/tracker/StartingAmountsEditDialog';
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import PaymentModal from '@/components/tracker/PaymentModal';
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import OverdueCommandCenter from '@/components/tracker/OverdueCommandCenter';
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const MONTHS = [
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'January','February','March','April','May','June',
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'July','August','September','October','November','December',
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@ -1824,6 +1825,9 @@ export default function TrackerPage() {
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debt: false,
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});
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// Row to open in PaymentLedgerDialog via the overdue command center
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const [commandCenterPayRow, setCommandCenterPayRow] = useState(null);
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// Use React Query for data fetching
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const { data, isLoading: loading, isError, error, refetch } = useTracker(year, month);
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@ -2053,6 +2057,17 @@ export default function TrackerPage() {
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</div>
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)}
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{/* ── Overdue Command Center ── */}
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{!isError && !loading && (summary?.count_late ?? 0) > 0 && (
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<OverdueCommandCenter
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rows={rows}
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year={year}
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month={month}
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refresh={refetch}
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onPayNow={(row) => setCommandCenterPayRow(row)}
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/>
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)}
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{/* ── Fetch error state ── */}
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{isError && (
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<div className="flex flex-col items-center justify-center py-20 text-center rounded-xl border border-destructive/20 bg-destructive/5">
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@ -2152,6 +2167,19 @@ export default function TrackerPage() {
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onSave={() => { setEditStartingOpen(false); refetch(); }}
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/>
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{/* PaymentLedgerDialog opened via Overdue Command Center "Pay Now" */}
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{commandCenterPayRow && (
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<PaymentLedgerDialog
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row={commandCenterPayRow}
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year={year}
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month={month}
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threshold={commandCenterPayRow.actual_amount ?? commandCenterPayRow.expected_amount}
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defaultPaymentDate={paymentDateForTrackerMonth(year, month, commandCenterPayRow.due_day)}
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onClose={() => setCommandCenterPayRow(null)}
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onSaved={() => { setCommandCenterPayRow(null); refetch(); }}
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/>
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)}
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</div>
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);
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}
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|
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|
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@ -2417,6 +2417,14 @@ function runMigrations() {
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run: function() {
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runSubscriptionCatalogV2Migration(db);
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}
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},
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{
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version: 'v0.70',
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description: 'monthly_bill_state: add snoozed_until for overdue command center',
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dependsOn: ['v0.69'],
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run: function() {
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db.exec('ALTER TABLE monthly_bill_state ADD COLUMN snoozed_until TEXT');
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}
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}
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];
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||||
|
|
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|||
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|
@ -219,6 +219,7 @@ CREATE TABLE IF NOT EXISTS monthly_bill_state (
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actual_amount REAL, -- NULL = use bill.expected_amount for this month
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notes TEXT, -- month-specific notes, NULL = no notes
|
||||
is_skipped INTEGER NOT NULL DEFAULT 0, -- 1 = hidden/removed for this month only
|
||||
snoozed_until TEXT, -- ISO date: hide from overdue command center until this date
|
||||
created_at TEXT DEFAULT (datetime('now')),
|
||||
updated_at TEXT DEFAULT (datetime('now')),
|
||||
UNIQUE(bill_id, year, month)
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||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
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|||
{
|
||||
"name": "bill-tracker",
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||||
"version": "0.33.8.7",
|
||||
"version": "0.34.0",
|
||||
"description": "Monthly bill tracking system",
|
||||
"main": "server.js",
|
||||
"scripts": {
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||||
|
|
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|||
|
|
@ -178,7 +178,7 @@ router.put('/:id/monthly-state', (req, res) => {
|
|||
if (!db.prepare('SELECT id FROM bills WHERE id = ? AND user_id = ? AND deleted_at IS NULL').get(billId, req.user.id))
|
||||
return res.status(404).json(standardizeError('Bill not found', 'NOT_FOUND', 'bill_id'));
|
||||
|
||||
const { year, month, actual_amount, notes, is_skipped } = req.body;
|
||||
const { year, month, actual_amount, notes, is_skipped, snoozed_until } = req.body;
|
||||
|
||||
const y = parseInt(year, 10);
|
||||
const m = parseInt(month, 10);
|
||||
|
|
@ -193,19 +193,26 @@ router.put('/:id/monthly-state', (req, res) => {
|
|||
return res.status(400).json(standardizeError('actual_amount must be a non-negative number or null', 'VALIDATION_ERROR', 'actual_amount'));
|
||||
}
|
||||
|
||||
if (snoozed_until !== undefined && snoozed_until !== null) {
|
||||
if (!/^\d{4}-\d{2}-\d{2}$/.test(snoozed_until))
|
||||
return res.status(400).json(standardizeError('snoozed_until must be an ISO date string (YYYY-MM-DD) or null', 'VALIDATION_ERROR', 'snoozed_until'));
|
||||
}
|
||||
|
||||
const amt = actual_amount !== undefined ? (actual_amount === null ? null : parseFloat(actual_amount)) : null;
|
||||
const noteVal = notes !== undefined ? (notes || null) : null;
|
||||
const skipVal = is_skipped !== undefined ? (is_skipped ? 1 : 0) : 0;
|
||||
const snoozeVal = snoozed_until !== undefined ? (snoozed_until || null) : null;
|
||||
|
||||
db.prepare(`
|
||||
INSERT INTO monthly_bill_state (bill_id, year, month, actual_amount, notes, is_skipped, updated_at)
|
||||
VALUES (?, ?, ?, ?, ?, ?, datetime('now'))
|
||||
INSERT INTO monthly_bill_state (bill_id, year, month, actual_amount, notes, is_skipped, snoozed_until, updated_at)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))
|
||||
ON CONFLICT(bill_id, year, month) DO UPDATE SET
|
||||
actual_amount = excluded.actual_amount,
|
||||
notes = excluded.notes,
|
||||
is_skipped = excluded.is_skipped,
|
||||
snoozed_until = excluded.snoozed_until,
|
||||
updated_at = datetime('now')
|
||||
`).run(billId, y, m, amt, noteVal, skipVal);
|
||||
`).run(billId, y, m, amt, noteVal, skipVal, snoozeVal);
|
||||
|
||||
const saved = db.prepare(
|
||||
'SELECT * FROM monthly_bill_state WHERE bill_id=? AND year=? AND month=?'
|
||||
|
|
@ -218,6 +225,7 @@ router.put('/:id/monthly-state', (req, res) => {
|
|||
actual_amount: saved.actual_amount,
|
||||
notes: saved.notes,
|
||||
is_skipped: !!saved.is_skipped,
|
||||
snoozed_until: saved.snoozed_until ?? null,
|
||||
created_at: saved.created_at,
|
||||
updated_at: saved.updated_at,
|
||||
});
|
||||
|
|
|
|||
|
|
@ -1,6 +1,11 @@
|
|||
const express = require('express');
|
||||
const router = express.Router();
|
||||
const { getTracker, getUpcomingBills } = require('../services/trackerService');
|
||||
const { getTracker, getUpcomingBills, getOverdueCount } = require('../services/trackerService');
|
||||
|
||||
// GET /api/tracker/overdue-count — lightweight count for sidebar badge
|
||||
router.get('/overdue-count', (req, res) => {
|
||||
res.json(getOverdueCount(req.user.id));
|
||||
});
|
||||
|
||||
// GET /api/tracker?year=2026&month=5
|
||||
router.get('/', (req, res) => {
|
||||
|
|
|
|||
|
|
@ -54,7 +54,7 @@ function fetchMonthlyStates(db, billIds, year, month) {
|
|||
if (billIds.length === 0) return {};
|
||||
const placeholders = billIds.map(() => '?').join(',');
|
||||
const rows = db.prepare(`
|
||||
SELECT bill_id, actual_amount, notes, is_skipped
|
||||
SELECT bill_id, actual_amount, notes, is_skipped, snoozed_until
|
||||
FROM monthly_bill_state
|
||||
WHERE bill_id IN (${placeholders}) AND year = ? AND month = ?
|
||||
`).all(...billIds, year, month);
|
||||
|
|
@ -268,6 +268,7 @@ function getTracker(userId, query = {}, now = new Date()) {
|
|||
row.actual_amount = mbs?.actual_amount ?? null;
|
||||
row.monthly_notes = mbs?.notes ?? null;
|
||||
row.is_skipped = !!(mbs?.is_skipped);
|
||||
row.snoozed_until = mbs?.snoozed_until ?? null;
|
||||
if (autopaySuggestion) row.autopay_suggestion = autopaySuggestion;
|
||||
row.previous_month_paid = prevMonthPayments[bill.id] || 0;
|
||||
row.amount_suggestion = computeAmountSuggestion(db, bill.id, year, month);
|
||||
|
|
@ -387,8 +388,52 @@ function getUpcomingBills(userId, query = {}, now = new Date()) {
|
|||
return { days, today: todayStr, upcoming };
|
||||
}
|
||||
|
||||
function getOverdueCount(userId, now = new Date()) {
|
||||
const db = getDb();
|
||||
const todayStr = now.toISOString().slice(0, 10);
|
||||
const year = now.getFullYear();
|
||||
const month = now.getMonth() + 1;
|
||||
const monthStr = String(month).padStart(2, '0');
|
||||
const rangeStart = `${year}-${monthStr}-01`;
|
||||
const lastDay = new Date(year, month, 0).getDate();
|
||||
const rangeEnd = `${year}-${monthStr}-${String(lastDay).padStart(2, '0')}`;
|
||||
|
||||
const bills = db.prepare(`
|
||||
SELECT b.id, b.due_day, b.override_due_date, b.expected_amount,
|
||||
b.billing_cycle, b.cycle_type, b.cycle_day,
|
||||
b.autopay_enabled, b.autodraft_status,
|
||||
mbs.actual_amount, mbs.is_skipped, mbs.snoozed_until,
|
||||
COALESCE(SUM(p.amount), 0) AS total_paid
|
||||
FROM bills b
|
||||
LEFT JOIN monthly_bill_state mbs
|
||||
ON mbs.bill_id = b.id AND mbs.year = ? AND mbs.month = ?
|
||||
LEFT JOIN payments p
|
||||
ON p.bill_id = b.id AND p.paid_date BETWEEN ? AND ? AND p.deleted_at IS NULL
|
||||
WHERE b.user_id = ? AND b.active = 1 AND b.deleted_at IS NULL
|
||||
GROUP BY b.id
|
||||
`).all(year, month, rangeStart, rangeEnd, userId);
|
||||
|
||||
let count = 0;
|
||||
for (const bill of bills) {
|
||||
if (bill.is_skipped) continue;
|
||||
if (bill.snoozed_until && bill.snoozed_until > todayStr) continue;
|
||||
if (bill.autopay_enabled && bill.autodraft_status === 'assumed_paid') continue;
|
||||
|
||||
const dueDate = resolveDueDate(bill, year, month);
|
||||
if (!dueDate || dueDate > todayStr) continue;
|
||||
|
||||
const threshold = bill.actual_amount != null ? bill.actual_amount : bill.expected_amount;
|
||||
if (threshold > 0 && bill.total_paid >= threshold) continue;
|
||||
|
||||
count++;
|
||||
}
|
||||
|
||||
return { count, month, year, today: todayStr };
|
||||
}
|
||||
|
||||
module.exports = {
|
||||
getTracker,
|
||||
getUpcomingBills,
|
||||
validateTrackerMonth,
|
||||
getOverdueCount,
|
||||
};
|
||||
|
|
|
|||
Loading…
Reference in New Issue