import React, { useState, useEffect, useCallback, useRef } from 'react'; import { toast } from 'sonner'; import { ChevronLeft, ChevronRight, ChevronDown, Tag, ReceiptText, TrendingDown, Pencil, Check, X, Trash2, BookmarkPlus, Settings2 } from 'lucide-react'; import { api } from '@/api'; import { Button } from '@/components/ui/button'; import { Badge } from '@/components/ui/badge'; const MONTH_NAMES = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']; function fmt(n) { return Number(n || 0).toLocaleString('en-US', { style: 'currency', currency: 'USD' }); } function pctBar(amount, budget) { if (!budget) return null; const pct = Math.min(100, Math.round((amount / budget) * 100)); const over = amount > budget; return { pct, over }; } // ── Category picker dropdown ───────────────────────────────────────────────── function CategoryPicker({ categories, current, onSelect }) { const [open, setOpen] = useState(false); const ref = useRef(null); useEffect(() => { if (!open) return; const close = e => { if (ref.current && !ref.current.contains(e.target)) setOpen(false); }; document.addEventListener('mousedown', close); return () => document.removeEventListener('mousedown', close); }, [open]); const currentCat = categories.find(c => c.id === current); return (
{open && (
{categories.length === 0 ? (

No spending categories. Enable some in Categories.

) : categories.map(cat => ( ))}
)}
); } // ── Transaction row ────────────────────────────────────────────────────────── function TxRow({ tx, categories, onCategorize }) { const [saving, setSaving] = useState(false); const [rememberPrompt, setRememberPrompt] = useState(null); // { categoryId, categoryName } const dismissTimer = useRef(null); // Auto-dismiss the "remember" prompt after 7 seconds useEffect(() => { if (!rememberPrompt) return; dismissTimer.current = setTimeout(() => setRememberPrompt(null), 7000); return () => clearTimeout(dismissTimer.current); }, [rememberPrompt]); const handleSelect = async (categoryId) => { setSaving(true); setRememberPrompt(null); try { await api.categorizeTransaction(tx.id, { category_id: categoryId, save_rule: false }); const catName = categories.find(c => c.id === categoryId)?.name ?? null; onCategorize(tx.id, categoryId, catName); // Offer to remember the merchant rule (only when assigning a real category) if (categoryId) setRememberPrompt({ categoryId, categoryName: catName }); } catch (err) { toast.error(err.message || 'Failed to categorize'); } finally { setSaving(false); } }; const saveRule = async () => { if (!rememberPrompt) return; clearTimeout(dismissTimer.current); setRememberPrompt(null); try { await api.categorizeTransaction(tx.id, { category_id: rememberPrompt.categoryId, save_rule: true }); toast.success(`Rule saved — future ${tx.payee} transactions will be auto-categorized.`); } catch (err) { toast.error(err.message || 'Failed to save rule'); } }; return (

{tx.payee}

{tx.date}

-{fmt(tx.amount)} {saving ? Saving… : }
{rememberPrompt && (
Always categorize {tx.payee} as{' '} {rememberPrompt.categoryName}?
)}
); } // ── Budget edit inline ─────────────────────────────────────────────────────── function BudgetEditor({ categoryId, year, month, initial, onSaved }) { const [editing, setEditing] = useState(false); const [val, setVal] = useState(initial ?? ''); const save = async () => { const amount = val === '' ? null : parseFloat(val); if (val !== '' && (isNaN(amount) || amount < 0)) { toast.error('Enter a valid amount'); return; } try { await api.setSpendingBudget({ category_id: categoryId, year, month, amount }); onSaved(categoryId, amount); setEditing(false); } catch { toast.error('Failed to save budget'); } }; if (!editing) return ( ); return (
setVal(e.target.value)} onKeyDown={e => { if (e.key === 'Enter') save(); if (e.key === 'Escape') setEditing(false); }} placeholder="0.00" autoFocus className="w-20 rounded border border-border/60 bg-background px-1.5 py-0.5 text-xs font-mono focus:outline-none focus:ring-1 focus:ring-ring" />
); } // ── Income section ─────────────────────────────────────────────────────────── function IncomeSection({ year, month, totalIncome }) { const [open, setOpen] = useState(false); const [rows, setRows] = useState([]); const [total, setTotal] = useState(0); const [page, setPage] = useState(1); const [pages, setPages] = useState(1); const [loading, setLoading] = useState(false); const load = useCallback(async (p = 1) => { setLoading(true); try { const d = await api.spendingIncome({ year, month, page: p }); setRows(d.transactions || []); setTotal(d.total || 0); setPages(d.pages || 1); setPage(p); } catch (err) { toast.error(err.message || 'Failed to load income transactions'); } finally { setLoading(false); } }, [year, month]); useEffect(() => { if (open) load(1); }, [open, load]); if (!totalIncome) return null; return (
{open && (
{loading ? (

Loading…

) : rows.length === 0 ? (

No income transactions found.

) : ( <>
{rows.map(tx => (

{tx.payee}

{tx.date}

+{fmt(tx.amount)}
))}
{pages > 1 && (
{page} / {pages}
)} )}

Positive unmatched transactions — deposits, refunds, transfers in. Bill-matched payments are excluded.

)}
); } // ── Rules manager ──────────────────────────────────────────────────────────── function RulesManager({ categories }) { const [open, setOpen] = useState(false); const [rules, setRules] = useState([]); const [loading, setLoading] = useState(false); const [newMerchant, setNewMerchant] = useState(''); const [newCategory, setNewCategory] = useState(''); const [adding, setAdding] = useState(false); const load = useCallback(async () => { setLoading(true); try { setRules((await api.spendingCategoryRules()).rules || []); } catch { toast.error('Failed to load rules'); } finally { setLoading(false); } }, []); useEffect(() => { if (open) load(); }, [open, load]); const deleteRule = async (id) => { try { await api.deleteSpendingRule(id); setRules(prev => prev.filter(r => r.id !== id)); } catch { toast.error('Failed to delete rule'); } }; const addRule = async (e) => { e.preventDefault(); if (!newMerchant.trim() || !newCategory) return; setAdding(true); try { await api.addSpendingRule({ merchant: newMerchant.trim(), category_id: parseInt(newCategory, 10) }); setNewMerchant(''); setNewCategory(''); await load(); toast.success('Rule saved.'); } catch (err) { toast.error(err.message || 'Failed to save rule'); } finally { setAdding(false); } }; return (
{open && (
{/* Add new rule */}
setNewMerchant(e.target.value)} placeholder="Merchant name (e.g. walmart)" className="flex-1 min-w-0 rounded-md border border-border/60 bg-background px-2.5 py-1.5 text-xs focus:outline-none focus:ring-1 focus:ring-ring" />
{/* Existing rules */} {loading ? (

Loading…

) : rules.length === 0 ? (

No rules saved yet. Categorize a transaction and click "Save rule" to create one.

) : (
{rules.map(r => (
{r.merchant} {r.category_name}
))}
)}
)}
); } // ── Main page ──────────────────────────────────────────────────────────────── export default function SpendingPage() { const now = new Date(); const [year, setYear] = useState(now.getFullYear()); const [month, setMonth] = useState(now.getMonth() + 1); const [summary, setSummary] = useState(null); const [transactions, setTransactions] = useState([]); const [txTotal, setTxTotal] = useState(0); const [txPage, setTxPage] = useState(1); const [txPages, setTxPages] = useState(1); const [categories, setCategories] = useState([]); const [activeCat, setActiveCat] = useState(undefined); // undefined = all const [loading, setLoading] = useState(true); const [txLoading, setTxLoading] = useState(false); const [budgets, setBudgets] = useState({}); // categoryId → amount // loadCategories is stable — categories don't vary by month const loadCategories = useCallback(async () => { try { const d = await api.categories(); // Only show spending-enabled categories in the spending UI setCategories((d.categories || d || []).filter(c => !c.deleted_at && c.spending_enabled)); } catch (err) { toast.error(err.message || 'Failed to load categories'); } }, []); // loadTransactions is exposed so pagination buttons can call it with a page arg const loadTransactions = useCallback(async (page = 1) => { setTxLoading(true); try { const params = { year, month, page, limit: 50 }; if (activeCat === null) params.category_id = 'null'; else if (activeCat !== undefined) params.category_id = activeCat; const d = await api.spendingTransactions(params); setTransactions(d.transactions || []); setTxTotal(d.total || 0); setTxPages(d.pages || 1); setTxPage(page); } catch (err) { toast.error(err.message || 'Failed to load transactions'); } finally { setTxLoading(false); } }, [year, month, activeCat]); // Load categories once on mount useEffect(() => { loadCategories(); }, [loadCategories]); // Load summary and transactions whenever month/category filter changes. // Depends on primitive values directly — avoids the double-fetch that // happened when useCallback references were used as deps (both effects // would fire whenever year/month changed). useEffect(() => { let cancelled = false; const run = async () => { setLoading(true); try { const d = await api.spendingSummary({ year, month }); if (cancelled) return; setSummary(d); const bmap = {}; (d.by_category || []).forEach(c => { if (c.category_id && c.budget != null) bmap[c.category_id] = c.budget; }); setBudgets(bmap); } catch (err) { if (!cancelled) toast.error(err.message || 'Failed to load spending summary'); } finally { if (!cancelled) setLoading(false); } }; run(); loadTransactions(1); return () => { cancelled = true; }; }, [year, month, activeCat]); // eslint-disable-line react-hooks/exhaustive-deps const navMonth = (dir) => { let m = month + dir, y = year; if (m > 12) { m = 1; y++; } if (m < 1) { m = 12; y--; } setMonth(m); setYear(y); setActiveCat(undefined); setTxPage(1); }; const handleCategorize = (txId, categoryId, categoryName) => { setTransactions(prev => prev.map(t => t.id === txId ? { ...t, spending_category_id: categoryId, spending_category_name: categoryName } : t )); loadSummary(); }; const handleBudgetSaved = (categoryId, amount) => { setBudgets(prev => ({ ...prev, [categoryId]: amount })); setSummary(prev => { if (!prev) return prev; return { ...prev, by_category: prev.by_category.map(c => c.category_id === categoryId ? { ...c, budget: amount } : c ), }; }); }; const selectCat = (catId) => { setActiveCat(prev => prev === catId ? undefined : catId); setTxPage(1); }; if (loading) { return (
Loading spending…
); } const uncatEntry = summary?.by_category?.find(c => !c.category_id); const catEntries = summary?.by_category?.filter(c => !!c.category_id) || []; return (
{/* Header */}

Spending

Unmatched bank transactions by category

{MONTH_NAMES[month - 1]} {year}
{/* Overview strip */}

Total Spending

{fmt(summary?.total_spending)}

Uncategorized

{fmt(summary?.uncategorized_amount)}

{summary?.uncategorized_count > 0 && (

{summary.uncategorized_count} transaction{summary.uncategorized_count !== 1 ? 's' : ''}

)}

Income Received

{fmt(summary?.income)}

{/* No spending categories notice */} {categories.length === 0 && (
No spending categories are enabled yet. Go to{' '} Categories {' '}and enable "Spending" on the categories you want to use here.
)} {/* Category breakdown */}
By Category {activeCat !== undefined && ( )}
{catEntries.length === 0 && !uncatEntry ? (

No spending transactions found for this month.

) : (
{catEntries.map(cat => { const bar = pctBar(cat.amount, cat.budget ?? budgets[cat.category_id]); const isActive = activeCat === cat.category_id; return ( ); })} {/* Uncategorized row */} {uncatEntry && ( )}
)}
{/* Transaction list */}
Transactions {activeCat !== undefined && ( — {activeCat === null ? 'Uncategorized' : catEntries.find(c => c.category_id === activeCat)?.category_name} )} {txTotal}
{txLoading ? (
Loading…
) : transactions.length === 0 ? (
No transactions found.
) : ( <>
{transactions.map(tx => ( ))}
{txPages > 1 && (
Page {txPage} of {txPages}
)} )}
{/* Income & deposits */} {/* Merchant rules manager */}
); }