1416 lines
63 KiB
JavaScript
1416 lines
63 KiB
JavaScript
import { useState, useEffect, useRef } from 'react';
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import { Navigate } from 'react-router-dom';
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import { toast } from 'sonner';
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import {
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Upload, FileSpreadsheet, Database, Download, CheckCircle2, XCircle,
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AlertTriangle, Loader2, RefreshCw, Clock, ChevronDown,
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ChevronUp, SkipForward, Plus, CheckCheck,
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} from 'lucide-react';
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import { api } from '@/api';
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import { cn } from '@/lib/utils';
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import { Button } from '@/components/ui/button';
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import { Input } from '@/components/ui/input';
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import { Switch } from '@/components/ui/switch';
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// ─── User export availability flag ───────────────────────────────────────────
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// Flip to true when GET /api/export/user-db and GET /api/export/user-excel exist.
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const USER_EXPORTS_AVAILABLE = true;
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// ─── Utilities ────────────────────────────────────────────────────────────────
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function fmt(isoStr) {
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if (!isoStr) return '—';
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const d = new Date(isoStr);
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return d.toLocaleDateString(undefined, { month: 'short', day: 'numeric', year: 'numeric' })
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+ ' ' + d.toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' });
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}
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function groupRowsBySheet(rows) {
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const map = new Map();
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for (const row of rows) {
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const key = row.sheet_name || '(unknown sheet)';
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if (!map.has(key)) map.set(key, []);
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map.get(key).push(row);
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}
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return Array.from(map.entries()).map(([name, rows]) => ({ name, rows }));
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}
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function initialDecisionFromRecommendation(row) {
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const rec = row.recommendation || {};
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const action = rec.action === 'ambiguous' ? null : (rec.action || row.proposed_action || null);
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if (!action || row.requires_user_decision) return { action: null };
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if (action === 'skip_row') return { action: 'skip_row' };
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if (action === 'match_existing_bill') {
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return {
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action,
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bill_id: rec.bill_id ?? row.possible_bill_matches?.[0]?.bill_id ?? null,
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bill_name: null,
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due_day: rec.due_day ?? null,
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actual_amount: rec.actual_amount ?? row.detected_amount ?? null,
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payment_amount: rec.payment_amount ?? row.detected_payment_amount ?? null,
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payment_date: rec.payment_date ?? row.detected_paid_date ?? null,
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notes: row.detected_notes ?? null,
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};
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}
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if (action === 'create_new_bill') {
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return {
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action,
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bill_id: null,
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bill_name: rec.bill_name || row.detected_bill_name || '',
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category_id: rec.category_id ?? null,
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due_day: rec.due_day ?? null,
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expected_amount: rec.expected_amount ?? row.detected_amount ?? null,
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actual_amount: rec.actual_amount ?? row.detected_amount ?? null,
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payment_amount: rec.payment_amount ?? row.detected_payment_amount ?? null,
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payment_date: rec.payment_date ?? row.detected_paid_date ?? null,
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notes: row.detected_notes ?? null,
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};
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}
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return { action };
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}
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function safeRawBillName(row) {
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const raw = row.raw_values?.find((v) => {
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const text = String(v || '').trim();
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if (!text || text.length > 80) return false;
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if (/^(?:total|subtotal|sum|grand\s*total)$/i.test(text)) return false;
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if (/^\$?\(?\d[\d,]*(?:\.\d{1,2})?\)?$/.test(text)) return false;
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if (/^\d{1,2}\/\d{1,2}(?:\/\d{2,4})?$/.test(text)) return false;
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if (/^\d{4}-\d{2}-\d{2}$/.test(text)) return false;
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return true;
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});
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return raw ? String(raw).trim() : '';
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}
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function buildCreateNewDecision(row, currentDecision = {}) {
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const rec = row.recommendation || {};
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const billName = currentDecision.bill_name
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|| row.detected_bill_name
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|| rec.bill_name
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|| safeRawBillName(row);
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return {
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...currentDecision,
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action: 'create_new_bill',
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previous_match_bill_id: currentDecision.bill_id ?? currentDecision.previous_match_bill_id ?? rec.bill_id ?? row.possible_bill_matches?.[0]?.bill_id ?? null,
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bill_id: null,
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bill_name: billName,
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category_id: currentDecision.category_id ?? rec.category_id ?? null,
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due_day: currentDecision.due_day ?? rec.due_day ?? null,
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expected_amount: currentDecision.expected_amount ?? rec.expected_amount ?? row.detected_amount ?? null,
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actual_amount: currentDecision.actual_amount ?? rec.actual_amount ?? row.detected_amount ?? null,
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payment_amount: currentDecision.payment_amount ?? rec.payment_amount ?? row.detected_payment_amount ?? null,
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payment_date: currentDecision.payment_date ?? rec.payment_date ?? row.detected_paid_date ?? null,
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notes: currentDecision.notes ?? row.detected_notes ?? null,
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};
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}
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function buildInitialDecisions(rows) {
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const d = {};
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for (const row of rows) {
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const hasError = row.errors?.length > 0;
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if (hasError || row.proposed_action === 'skip_row') {
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d[row.row_id] = { action: 'skip_row' };
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} else {
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d[row.row_id] = initialDecisionFromRecommendation(row);
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}
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}
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return d;
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}
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function isDecisionComplete(action, decision) {
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if (!action) return false;
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if (action === 'skip_row') return true;
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if (action === 'create_new_bill') return !!(decision?.bill_name?.trim());
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if (['match_existing_bill', 'update_monthly_state', 'add_monthly_note', 'create_payment'].includes(action)) {
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return !!decision?.bill_id;
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}
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return true;
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}
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// ─── Badges ───────────────────────────────────────────────────────────────────
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function SourceBadge({ source }) {
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const MAP = {
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row_date: 'bg-emerald-500/15 text-emerald-600 dark:text-emerald-400',
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sheet_name: 'bg-blue-500/15 text-blue-600 dark:text-blue-400',
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default: 'bg-amber-500/15 text-amber-600 dark:text-amber-500',
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ambiguous: 'bg-red-500/15 text-red-600 dark:text-red-400',
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};
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const LABELS = { row_date: 'date cell', sheet_name: 'tab name', default: 'default', ambiguous: 'ambiguous' };
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return (
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<span className={cn('inline-flex items-center rounded-full px-1.5 py-0.5 text-[10px] font-medium', MAP[source] ?? MAP.ambiguous)}>
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{LABELS[source] ?? source}
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</span>
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);
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}
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function ConfidenceBadge({ confidence }) {
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const MAP = { high: 'text-emerald-600 dark:text-emerald-400', medium: 'text-amber-600 dark:text-amber-500', low: 'text-red-500' };
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return <span className={cn('text-[10px] font-semibold uppercase', MAP[confidence] ?? '')}>{confidence}</span>;
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}
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function actionLabel(action) {
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const MAP = {
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match_existing_bill: 'Match existing bill',
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create_new_bill: 'Create new bill',
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skip_row: 'Skip row',
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ambiguous: 'Needs decision',
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update_monthly_state: 'Update monthly record',
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add_monthly_note: 'Add monthly note',
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create_payment: 'Record as payment',
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};
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return MAP[action] || (action ? action.replace(/_/g, ' ') : 'Needs decision');
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}
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function importErrorState(err, fallback) {
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const data = err?.data || {};
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return {
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message: err?.message || data.message || data.error || fallback,
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error: data.error || fallback,
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code: data.code || err?.code || null,
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details: Array.isArray(data.details) ? data.details : (Array.isArray(err?.details) ? err.details : []),
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error_id: data.error_id || null,
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};
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}
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function SheetStatusBadge({ status }) {
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const MAP = {
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parsed: 'bg-emerald-500/15 text-emerald-600',
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parsed_month_only: 'bg-amber-500/15 text-amber-600',
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ambiguous: 'bg-orange-500/15 text-orange-600',
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skipped: 'bg-muted text-muted-foreground',
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};
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const LABELS = {
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parsed: 'parsed', parsed_month_only: 'month only', ambiguous: 'ambiguous', skipped: 'skipped',
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};
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return (
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<span className={cn('inline-flex items-center rounded-full px-2 py-0.5 text-[10px] font-medium', MAP[status] ?? MAP.ambiguous)}>
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{LABELS[status] ?? status}
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</span>
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);
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}
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// ─── Shared SectionCard ───────────────────────────────────────────────────────
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function SectionCard({ title, subtitle, children, className }) {
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return (
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<div className={cn('table-surface mb-6', className)}>
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<div className="px-6 py-4 border-b border-border/50">
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<h2 className="text-xs font-bold uppercase tracking-widest text-muted-foreground">{title}</h2>
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{subtitle && <p className="text-sm text-muted-foreground mt-1">{subtitle}</p>}
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</div>
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<div className="divide-y divide-border/50">{children}</div>
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</div>
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);
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}
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// ─── Section 2: Download My Data ─────────────────────────────────────────────
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function ExportCard({ icon: Icon, title, description, filename, endpoint }) {
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const [loading, setLoading] = useState(false);
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const handleDownload = async () => {
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setLoading(true);
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try {
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const res = await fetch(endpoint, { credentials: 'include' });
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if (!res.ok) {
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let data = {};
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try { data = await res.json(); } catch {}
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throw new Error(data.error || `HTTP ${res.status}`);
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}
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const disposition = res.headers.get('Content-Disposition');
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const match = disposition?.match(/filename="?([^"]+)"?/i);
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const name = match ? match[1] : filename;
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const blob = await res.blob();
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const url = URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url; a.download = name; a.click();
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URL.revokeObjectURL(url);
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toast.success(`${title} downloaded.`);
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} catch (err) {
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toast.error(err.message || 'Download failed.');
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} finally {
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setLoading(false);
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}
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};
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const disabled = !USER_EXPORTS_AVAILABLE || loading;
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return (
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<div className="px-6 py-5 flex items-start justify-between gap-6">
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<div className="flex items-start gap-4 flex-1 min-w-0">
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<div className="mt-0.5 h-9 w-9 rounded-lg bg-primary/10 flex items-center justify-center shrink-0">
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<Icon className="h-5 w-5 text-primary" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-0.5 flex-wrap">
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<p className="text-sm font-medium">{title}</p>
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{!USER_EXPORTS_AVAILABLE && (
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<span className="inline-flex items-center rounded-full bg-muted border border-border px-2 py-0.5 text-[10px] font-medium text-muted-foreground">
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Coming soon
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</span>
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)}
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</div>
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<p className="text-xs text-muted-foreground">{description}</p>
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</div>
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</div>
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<div className="shrink-0 pt-0.5">
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<Button size="sm" variant="outline" disabled={disabled}
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onClick={USER_EXPORTS_AVAILABLE ? handleDownload : undefined}>
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{loading ? <><Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />Downloading…</>
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: <><Download className="h-3.5 w-3.5 mr-1.5" />{USER_EXPORTS_AVAILABLE ? 'Download' : 'Not Available Yet'}</>}
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</Button>
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</div>
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</div>
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);
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}
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export function DownloadMyDataSection() {
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return (
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<SectionCard
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title="Download My Data"
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subtitle="Export your bill tracker data for your own records. These exports include only your data — not a full system backup."
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>
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<ExportCard icon={Database} title="SQLite Data Export"
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description="Download a portable SQLite database containing your bill tracker data."
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filename="bill-tracker-user-export.sqlite" endpoint="/api/export/user-db" />
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<ExportCard icon={FileSpreadsheet} title="Excel Databook"
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description="Download an Excel workbook with sheets for bills, payments, categories, monthly state, and summary data."
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filename="bill-tracker-databook.xlsx" endpoint="/api/export/user-excel" />
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<div className="px-6 py-5 grid grid-cols-1 sm:grid-cols-2 gap-3">
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<div className="rounded-lg bg-muted/40 border border-border/60 p-4">
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<p className="text-[10px] font-bold uppercase tracking-widest text-muted-foreground mb-2.5">What's included</p>
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<ul className="space-y-1.5">
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{['Bills','Payments','Categories','Monthly bill state','Notes','Export metadata'].map(i => (
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<li key={i} className="flex items-center gap-2 text-xs text-foreground/80">
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<CheckCircle2 className="h-3.5 w-3.5 text-emerald-500 shrink-0" />{i}
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</li>
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))}
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</ul>
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</div>
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<div className="rounded-lg bg-muted/40 border border-border/60 p-4">
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<p className="text-[10px] font-bold uppercase tracking-widest text-muted-foreground mb-2.5">What's not included</p>
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<ul className="space-y-1.5">
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{['Passwords','Sessions','Admin settings','Server configuration',"Other users' data",'Full system backup files'].map(i => (
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<li key={i} className="flex items-center gap-2 text-xs text-muted-foreground">
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<XCircle className="h-3.5 w-3.5 text-muted-foreground/40 shrink-0" />{i}
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</li>
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))}
|
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</ul>
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</div>
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</div>
|
||
</SectionCard>
|
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);
|
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}
|
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|
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function CountPill({ label, value }) {
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return (
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<div className="rounded-lg border border-border/60 bg-muted/25 px-3 py-2">
|
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<p className="text-[10px] font-bold uppercase tracking-widest text-muted-foreground">{label}</p>
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<p className="mt-1 text-sm font-semibold tabular-nums">{value ?? 0}</p>
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</div>
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);
|
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}
|
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|
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// ─── Section 3: Import My Data Export ────────────────────────────────────────
|
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|
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export function ImportMyDataSection({ onHistoryRefresh }) {
|
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const fileRef = useRef(null);
|
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const [file, setFile] = useState(null);
|
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const [preview, setPreview] = useState({ status: 'idle', data: null, error: null });
|
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const [applyState, setApplyState] = useState({ status: 'idle', result: null, error: null });
|
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|
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const reset = () => {
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setFile(null);
|
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setPreview({ status: 'idle', data: null, error: null });
|
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setApplyState({ status: 'idle', result: null, error: null });
|
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if (fileRef.current) fileRef.current.value = '';
|
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};
|
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|
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const handlePreview = async () => {
|
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if (!file) {
|
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toast.error('Choose a SQLite data export first.');
|
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return;
|
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}
|
||
setPreview({ status: 'loading', data: null, error: null });
|
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setApplyState({ status: 'idle', result: null, error: null });
|
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try {
|
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const data = await api.previewUserDbImport(file);
|
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setPreview({ status: 'ready', data, error: null });
|
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toast.success('SQLite export preview ready.');
|
||
} catch (err) {
|
||
setPreview({ status: 'error', data: null, error: importErrorState(err, 'SQLite import preview failed.') });
|
||
toast.error(err.message || 'SQLite import preview failed.');
|
||
}
|
||
};
|
||
|
||
const handleApply = async () => {
|
||
if (!preview.data?.import_session_id) return;
|
||
const ok = window.confirm('Import this SQLite data export into your account? Existing records will be skipped by default.');
|
||
if (!ok) return;
|
||
setApplyState({ status: 'loading', result: null, error: null });
|
||
try {
|
||
const result = await api.applyUserDbImport({
|
||
import_session_id: preview.data.import_session_id,
|
||
options: { overwrite: false },
|
||
});
|
||
setApplyState({ status: 'done', result, error: null });
|
||
toast.success('SQLite data import applied.');
|
||
onHistoryRefresh?.();
|
||
} catch (err) {
|
||
setApplyState({ status: 'error', result: null, error: importErrorState(err, 'SQLite import apply failed.') });
|
||
toast.error(err.message || 'SQLite import apply failed.');
|
||
}
|
||
};
|
||
|
||
const counts = preview.data?.counts || {};
|
||
const summary = preview.data?.summary || {};
|
||
|
||
return (
|
||
<SectionCard title="Import My Data Export"
|
||
subtitle="Restore data from a SQLite export created by this app for your account.">
|
||
<div className="px-6 py-5">
|
||
<div className="rounded-lg border border-border/60 bg-muted/25 p-4">
|
||
<div className="flex items-start gap-3">
|
||
<Database className="mt-0.5 h-5 w-5 text-primary shrink-0" />
|
||
<div>
|
||
<p className="text-sm font-medium">Import a SQLite data export created by this app.</p>
|
||
<p className="mt-1 text-xs text-muted-foreground">
|
||
This is not a full system restore. Existing records are skipped by default, and admin/system data is never imported.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div className="mt-4 flex flex-col gap-3 sm:flex-row sm:items-end">
|
||
<label className="flex-1 space-y-1.5">
|
||
<span className="text-xs font-medium text-muted-foreground">SQLite export file</span>
|
||
<Input
|
||
ref={fileRef}
|
||
type="file"
|
||
accept=".sqlite,.db,application/octet-stream,application/x-sqlite3,application/vnd.sqlite3"
|
||
onChange={e => {
|
||
setFile(e.target.files?.[0] || null);
|
||
setPreview({ status: 'idle', data: null, error: null });
|
||
setApplyState({ status: 'idle', result: null, error: null });
|
||
}}
|
||
/>
|
||
</label>
|
||
<div className="flex gap-2">
|
||
<Button size="sm" variant="outline" type="button" onClick={reset}>
|
||
Clear
|
||
</Button>
|
||
<Button size="sm" type="button" disabled={!file || preview.status === 'loading'} onClick={handlePreview}>
|
||
{preview.status === 'loading'
|
||
? <><Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />Previewing…</>
|
||
: <><Upload className="h-3.5 w-3.5 mr-1.5" />Preview</>}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
|
||
{preview.status === 'error' && (
|
||
<div className="mt-4 rounded-lg border border-destructive/30 bg-destructive/10 p-3 text-sm text-destructive">
|
||
<AlertTriangle className="inline h-4 w-4 mr-1.5" />
|
||
{preview.error?.message || 'SQLite import preview failed.'}
|
||
{preview.error?.details?.length > 0 && (
|
||
<ul className="mt-2 list-disc pl-5 text-xs">
|
||
{preview.error.details.map((d, i) => (
|
||
<li key={i}>{d.message || d.table || JSON.stringify(d)}</li>
|
||
))}
|
||
</ul>
|
||
)}
|
||
</div>
|
||
)}
|
||
|
||
{preview.status === 'ready' && preview.data && (
|
||
<div className="mt-4 space-y-4">
|
||
<div className="rounded-lg border border-border/60 bg-background/50 p-4">
|
||
<div className="flex items-start justify-between gap-3">
|
||
<div>
|
||
<p className="text-sm font-medium">Preview ready</p>
|
||
<p className="mt-1 text-xs text-muted-foreground">
|
||
Exported {fmt(preview.data.metadata?.exported_at)} · {preview.data.source_filename || 'SQLite export'}
|
||
</p>
|
||
</div>
|
||
<span className="rounded-full border border-border bg-muted px-2 py-0.5 text-[10px] font-semibold uppercase text-muted-foreground">
|
||
User data only
|
||
</span>
|
||
</div>
|
||
<div className="mt-4 grid gap-2 sm:grid-cols-2 xl:grid-cols-5">
|
||
<CountPill label="Bills" value={counts.bills} />
|
||
<CountPill label="Categories" value={counts.categories} />
|
||
<CountPill label="Payments" value={counts.payments} />
|
||
<CountPill label="Monthly" value={counts.monthly_bill_state} />
|
||
<CountPill label="Notes" value={counts.notes} />
|
||
</div>
|
||
<div className="mt-4 grid gap-2 sm:grid-cols-2">
|
||
{Object.entries(summary).filter(([, v]) => v && typeof v === 'object').map(([key, value]) => (
|
||
<div key={key} className="rounded-lg border border-border/50 bg-muted/20 px-3 py-2 text-xs">
|
||
<p className="font-semibold capitalize">{key.replace(/_/g, ' ')}</p>
|
||
<p className="mt-1 text-muted-foreground">
|
||
create {value.create || 0} · skip {value.skip || 0} · conflict {value.conflict || 0}
|
||
</p>
|
||
</div>
|
||
))}
|
||
</div>
|
||
{preview.data.warnings?.length > 0 && (
|
||
<div className="mt-4 space-y-1">
|
||
{preview.data.warnings.map((warning, i) => (
|
||
<p key={i} className="text-xs text-amber-600 dark:text-amber-400">
|
||
<AlertTriangle className="mr-1 inline h-3.5 w-3.5" />{warning}
|
||
</p>
|
||
))}
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
<div className="flex items-center justify-between gap-3">
|
||
<p className="text-xs text-muted-foreground">Review the preview before applying. Nothing is imported until you confirm.</p>
|
||
<Button size="sm" type="button" disabled={applyState.status === 'loading'} onClick={handleApply}>
|
||
{applyState.status === 'loading'
|
||
? <><Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />Applying…</>
|
||
: 'Apply Import'}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{applyState.status === 'done' && applyState.result && (
|
||
<div className="mt-4 rounded-lg border border-emerald-500/30 bg-emerald-500/5 p-4">
|
||
<p className="text-sm font-medium text-emerald-600">SQLite import applied</p>
|
||
<div className="mt-3 grid grid-cols-2 gap-2 text-xs sm:grid-cols-4">
|
||
<CountPill label="Created" value={applyState.result.rows_created} />
|
||
<CountPill label="Skipped" value={applyState.result.rows_skipped} />
|
||
<CountPill label="Conflicts" value={applyState.result.rows_conflicted} />
|
||
<CountPill label="Errors" value={applyState.result.rows_errored} />
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{applyState.status === 'error' && (
|
||
<div className="mt-4 rounded-lg border border-destructive/30 bg-destructive/10 p-3 text-sm text-destructive">
|
||
<AlertTriangle className="inline h-4 w-4 mr-1.5" />{applyState.error?.message || 'SQLite import apply failed.'}
|
||
</div>
|
||
)}
|
||
</div>
|
||
</SectionCard>
|
||
);
|
||
}
|
||
|
||
// ─── Section 4: Import History ────────────────────────────────────────────────
|
||
|
||
export function ImportHistorySection({ history, loading, onRefresh }) {
|
||
if (loading) {
|
||
return (
|
||
<SectionCard title="Import History">
|
||
<div className="px-6 py-6 text-sm text-muted-foreground">Loading…</div>
|
||
</SectionCard>
|
||
);
|
||
}
|
||
|
||
const rows = history ?? [];
|
||
|
||
return (
|
||
<SectionCard title="Import History">
|
||
<div className="px-6 py-4 flex items-center justify-between">
|
||
<p className="text-xs text-muted-foreground">
|
||
{rows.length === 0 ? 'No imports yet.' : `${rows.length} import${rows.length === 1 ? '' : 's'}`}
|
||
</p>
|
||
<Button size="sm" variant="ghost" onClick={onRefresh} className="h-7 text-xs gap-1.5">
|
||
<RefreshCw className="h-3 w-3" />Refresh
|
||
</Button>
|
||
</div>
|
||
{rows.length > 0 && (
|
||
<div className="overflow-x-auto">
|
||
<table className="w-full text-xs">
|
||
<thead>
|
||
<tr className="border-b border-border/50 text-muted-foreground">
|
||
{['Date','File','Sheet','Parsed','Created','Updated','Skipped','Errors'].map(h => (
|
||
<th key={h} className="px-4 py-2 text-left font-medium whitespace-nowrap">{h}</th>
|
||
))}
|
||
</tr>
|
||
</thead>
|
||
<tbody className="divide-y divide-border/30">
|
||
{rows.map(r => (
|
||
<tr key={r.id} className="hover:bg-muted/20 transition-colors">
|
||
<td className="px-4 py-2 whitespace-nowrap text-muted-foreground">
|
||
<span className="flex items-center gap-1"><Clock className="h-3 w-3" />{fmt(r.imported_at)}</span>
|
||
</td>
|
||
<td className="px-4 py-2 text-muted-foreground">{r.source_filename || '—'}</td>
|
||
<td className="px-4 py-2 text-muted-foreground">{r.sheet_name || '—'}</td>
|
||
<td className="px-4 py-2 tabular-nums">{r.rows_parsed}</td>
|
||
<td className="px-4 py-2 tabular-nums text-emerald-600">{r.rows_created}</td>
|
||
<td className="px-4 py-2 tabular-nums text-blue-600">{r.rows_updated}</td>
|
||
<td className="px-4 py-2 tabular-nums text-muted-foreground">{r.rows_skipped}</td>
|
||
<td className="px-4 py-2 tabular-nums text-red-500">{r.rows_errored}</td>
|
||
</tr>
|
||
))}
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
)}
|
||
</SectionCard>
|
||
);
|
||
}
|
||
|
||
// ─── XLSX Import: Workbook Summary ────────────────────────────────────────────
|
||
|
||
function WorkbookSummaryCard({ workbook }) {
|
||
const isMulti = workbook.parse_mode === 'all_sheets';
|
||
|
||
return (
|
||
<div className="rounded-lg border border-border bg-muted/30 p-4 mb-4 space-y-3">
|
||
<div className="flex items-center justify-between flex-wrap gap-2">
|
||
<p className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">Workbook Summary</p>
|
||
<span className="text-xs text-muted-foreground">
|
||
{isMulti ? `${workbook.total_row_count} rows across ${workbook.sheet_names.length} tabs` : `${workbook.row_count} rows · ${workbook.selected_sheet}`}
|
||
</span>
|
||
</div>
|
||
{isMulti && workbook.sheets?.length > 0 && (
|
||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-1.5">
|
||
{workbook.sheets.map(s => (
|
||
<div key={s.name} className={cn(
|
||
'flex items-center justify-between rounded px-3 py-1.5 text-xs',
|
||
s.is_non_month_sheet || s.status === 'skipped' ? 'bg-muted/50 text-muted-foreground/60' : 'bg-background border border-border/60'
|
||
)}>
|
||
<span className="font-medium truncate mr-2">{s.name}</span>
|
||
<div className="flex items-center gap-2 shrink-0">
|
||
{s.detected_year && s.detected_month && (
|
||
<span className="tabular-nums text-muted-foreground">
|
||
{String(s.detected_month).padStart(2,'0')}/{s.detected_year}
|
||
</span>
|
||
)}
|
||
<SheetStatusBadge status={s.status} />
|
||
{s.status !== 'skipped' && <span className="text-muted-foreground">{s.row_count} rows</span>}
|
||
</div>
|
||
</div>
|
||
))}
|
||
</div>
|
||
)}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
// ─── XLSX Import: Row Decision Controls ──────────────────────────────────────
|
||
|
||
const ACTIONS_NEEDING_BILL = new Set(['match_existing_bill','update_monthly_state','add_monthly_note','create_payment']);
|
||
|
||
function RowDecisionRow({ row, decision, onDecisionChange, allBills, categories, selected, onSelectedChange }) {
|
||
const [expanded, setExpanded] = useState(row.requires_user_decision || !decision?.action);
|
||
|
||
const action = decision?.action ?? null;
|
||
const isSkip = action === 'skip_row';
|
||
const hasError = row.errors?.length > 0;
|
||
const complete = isDecisionComplete(action, decision);
|
||
const rec = row.recommendation || {};
|
||
|
||
const suggestedBills = row.possible_bill_matches ?? [];
|
||
const suggestedIds = new Set(suggestedBills.map(b => b.bill_id));
|
||
const otherBills = allBills.filter(b => !suggestedIds.has(b.id));
|
||
|
||
const handleAction = (val) => {
|
||
const next = { ...decision, action: val };
|
||
if (val === 'create_new_bill') {
|
||
Object.assign(next, buildCreateNewDecision(row, decision));
|
||
} else if (ACTIONS_NEEDING_BILL.has(val)) {
|
||
next.bill_name = null;
|
||
next.bill_id = decision?.bill_id ?? decision?.previous_match_bill_id ?? rec.bill_id ?? suggestedBills[0]?.bill_id ?? null;
|
||
next.actual_amount = decision?.actual_amount ?? rec.actual_amount ?? row.detected_amount ?? null;
|
||
next.payment_amount = decision?.payment_amount ?? rec.payment_amount ?? row.detected_payment_amount ?? null;
|
||
next.payment_date = decision?.payment_date ?? rec.payment_date ?? row.detected_paid_date ?? null;
|
||
} else {
|
||
next.bill_id = null;
|
||
next.bill_name = null;
|
||
}
|
||
onDecisionChange(row.row_id, next);
|
||
if (val === 'skip_row') setExpanded(false);
|
||
};
|
||
|
||
const handleBill = (e) => {
|
||
onDecisionChange(row.row_id, { ...decision, bill_id: parseInt(e.target.value, 10) || null });
|
||
};
|
||
|
||
const handleBillName = (e) => {
|
||
onDecisionChange(row.row_id, { ...decision, bill_name: e.target.value });
|
||
};
|
||
|
||
const handleDecisionField = (field, value) => {
|
||
onDecisionChange(row.row_id, { ...decision, [field]: value });
|
||
};
|
||
|
||
return (
|
||
<div className={cn(
|
||
'border-b border-border/40 last:border-0',
|
||
isSkip && 'opacity-50',
|
||
!complete && action !== null && 'bg-amber-500/5',
|
||
)}>
|
||
{/* Main row */}
|
||
<div
|
||
className="flex items-start gap-3 px-4 py-3 cursor-pointer hover:bg-muted/20 transition-colors"
|
||
onClick={() => setExpanded(e => !e)}
|
||
>
|
||
{/* Selection */}
|
||
<div className="mt-0.5 shrink-0" onClick={e => e.stopPropagation()}>
|
||
<input
|
||
type="checkbox"
|
||
checked={selected}
|
||
onChange={e => onSelectedChange(row.row_id, e.target.checked)}
|
||
aria-label={`Select row ${row.source_row_number}`}
|
||
className="h-4 w-4 rounded border-border accent-primary"
|
||
/>
|
||
</div>
|
||
|
||
{/* Status icon */}
|
||
<div className="mt-0.5 shrink-0">
|
||
{hasError ? <XCircle className="h-4 w-4 text-muted-foreground/40" /> :
|
||
isSkip ? <SkipForward className="h-4 w-4 text-muted-foreground/40" /> :
|
||
complete ? <CheckCircle2 className="h-4 w-4 text-emerald-500" /> :
|
||
action !== null ? <AlertTriangle className="h-4 w-4 text-amber-500" /> :
|
||
<AlertTriangle className="h-4 w-4 text-orange-500" />}
|
||
</div>
|
||
|
||
{/* Content */}
|
||
<div className="flex-1 min-w-0">
|
||
<div className="flex items-center gap-2 flex-wrap">
|
||
<span className="text-xs text-muted-foreground tabular-nums">#{row.source_row_number}</span>
|
||
{row.sheet_name && <span className="text-xs text-muted-foreground">{row.sheet_name}</span>}
|
||
{row.detected_year && row.detected_month && (
|
||
<span className="text-xs text-muted-foreground tabular-nums">
|
||
{String(row.detected_month).padStart(2,'0')}/{row.detected_year}
|
||
</span>
|
||
)}
|
||
{row.year_month_source && <SourceBadge source={row.year_month_source} />}
|
||
</div>
|
||
<div className="flex items-baseline gap-3 mt-0.5 flex-wrap">
|
||
<span className={cn('text-sm font-medium', !row.detected_bill_name && 'italic text-muted-foreground/60')}>
|
||
{row.detected_bill_name || '(no bill name)'}
|
||
</span>
|
||
{row.detected_amount != null && (
|
||
<span className="text-xs text-muted-foreground tabular-nums">
|
||
${row.detected_amount.toFixed(2)}
|
||
</span>
|
||
)}
|
||
{row.detected_paid_date && (
|
||
<span className="text-xs text-emerald-500 tabular-nums">
|
||
paid {row.detected_paid_date}
|
||
</span>
|
||
)}
|
||
{row.detected_labels?.length > 0 && (
|
||
<span className="text-xs text-muted-foreground/70">{row.detected_labels.join(', ')}</span>
|
||
)}
|
||
{row.detected_notes && (
|
||
<span className="text-xs text-muted-foreground/70 italic truncate max-w-[200px]">{row.detected_notes}</span>
|
||
)}
|
||
</div>
|
||
</div>
|
||
|
||
{/* Right: action status + expand */}
|
||
<div className="flex items-center gap-2 shrink-0">
|
||
{action === null ? (
|
||
<span className="text-xs font-medium text-orange-500">Needs decision</span>
|
||
) : isSkip ? (
|
||
<span className="text-xs text-muted-foreground">Skipped</span>
|
||
) : (
|
||
<span className="text-xs text-muted-foreground capitalize">{action.replace(/_/g,' ')}</span>
|
||
)}
|
||
{action !== 'skip_row' && (
|
||
expanded ? <ChevronUp className="h-3.5 w-3.5 text-muted-foreground" /> : <ChevronDown className="h-3.5 w-3.5 text-muted-foreground" />
|
||
)}
|
||
</div>
|
||
</div>
|
||
|
||
{/* Expanded decision controls */}
|
||
{expanded && !hasError && (
|
||
<div className="px-11 pb-4 space-y-3">
|
||
{/* Recommendation */}
|
||
{rec.action && (
|
||
<div className="rounded-md border border-border bg-muted/30 px-3 py-2 space-y-1.5">
|
||
<div className="flex items-center gap-2 flex-wrap">
|
||
<span className="text-xs font-medium">Recommended: {actionLabel(rec.action)}</span>
|
||
{rec.bill_name && rec.action === 'match_existing_bill' && (
|
||
<span className="text-xs text-muted-foreground">→ {rec.bill_name}</span>
|
||
)}
|
||
{rec.category_name && (
|
||
<span className="text-xs text-muted-foreground">Category: {rec.category_name}</span>
|
||
)}
|
||
{rec.due_day && <span className="text-xs text-muted-foreground">Due day: {rec.due_day}</span>}
|
||
{rec.actual_amount != null && <span className="text-xs text-muted-foreground">${Number(rec.actual_amount).toFixed(2)}</span>}
|
||
<ConfidenceBadge confidence={rec.confidence} />
|
||
</div>
|
||
{rec.reason && <p className="text-xs text-muted-foreground">Reason: {rec.reason}</p>}
|
||
</div>
|
||
)}
|
||
|
||
{/* Warnings */}
|
||
{(rec.warnings?.length > 0 || row.warnings?.length > 0) && (
|
||
<div className="space-y-1">
|
||
{Array.from(new Set([...(rec.warnings || []), ...(row.warnings || [])])).map((w, i) => (
|
||
<p key={i} className="text-xs text-amber-600 flex items-start gap-1.5">
|
||
<AlertTriangle className="h-3.5 w-3.5 shrink-0 mt-0.5" />{w}
|
||
</p>
|
||
))}
|
||
</div>
|
||
)}
|
||
|
||
{/* Possible matches hint */}
|
||
{suggestedBills.length > 0 && (
|
||
<div className="flex flex-wrap gap-1.5">
|
||
<span className="text-xs text-muted-foreground self-center">Suggested:</span>
|
||
{suggestedBills.slice(0, 3).map(b => (
|
||
<button key={b.bill_id} type="button"
|
||
onClick={() => {
|
||
onDecisionChange(row.row_id, {
|
||
...decision,
|
||
action: 'match_existing_bill',
|
||
bill_id: b.bill_id,
|
||
previous_match_bill_id: b.bill_id,
|
||
bill_name: null,
|
||
});
|
||
setExpanded(false);
|
||
}}
|
||
className="text-xs px-2 py-0.5 rounded-full border border-border bg-background hover:bg-muted transition-colors">
|
||
{b.bill_name}
|
||
{b.match_confidence === 'high' && <CheckCircle2 className="inline h-2.5 w-2.5 ml-1 text-emerald-500" />}
|
||
</button>
|
||
))}
|
||
</div>
|
||
)}
|
||
|
||
{/* Action selector */}
|
||
<div className="flex items-center gap-3 flex-wrap">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Action</label>
|
||
<select
|
||
value={action ?? ''}
|
||
onChange={e => handleAction(e.target.value || null)}
|
||
className="text-sm border border-input bg-background rounded-md px-2 py-1 focus:outline-none focus:ring-1 focus:ring-ring"
|
||
>
|
||
<option value="">— choose action —</option>
|
||
<option value="match_existing_bill">Match existing bill</option>
|
||
<option value="create_new_bill">Create new bill</option>
|
||
<option value="update_monthly_state">Update monthly record</option>
|
||
<option value="add_monthly_note">Add monthly note</option>
|
||
<option value="create_payment">Record as payment</option>
|
||
<option value="skip_row">Skip this row</option>
|
||
</select>
|
||
</div>
|
||
|
||
{/* Bill selector (for actions that need a bill) */}
|
||
{ACTIONS_NEEDING_BILL.has(action) && (
|
||
<div className="flex items-center gap-3 flex-wrap">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Bill</label>
|
||
<select
|
||
value={decision?.bill_id ?? ''}
|
||
onChange={handleBill}
|
||
className="text-sm border border-input bg-background rounded-md px-2 py-1 flex-1 min-w-[200px] focus:outline-none focus:ring-1 focus:ring-ring"
|
||
>
|
||
<option value="">— select bill —</option>
|
||
{suggestedBills.length > 0 && (
|
||
<optgroup label="Suggested matches">
|
||
{suggestedBills.map(b => (
|
||
<option key={b.bill_id} value={b.bill_id}>
|
||
{b.bill_name}{b.expected_amount ? ` ($${b.expected_amount})` : ''} · {b.match_confidence}
|
||
</option>
|
||
))}
|
||
</optgroup>
|
||
)}
|
||
{otherBills.length > 0 && (
|
||
<optgroup label={suggestedBills.length ? 'All other bills' : 'All bills'}>
|
||
{otherBills.map(b => (
|
||
<option key={b.id} value={b.id}>{b.name}</option>
|
||
))}
|
||
</optgroup>
|
||
)}
|
||
</select>
|
||
</div>
|
||
)}
|
||
|
||
{/* Bill name input for create_new_bill */}
|
||
{action === 'create_new_bill' && (
|
||
<div className="space-y-2">
|
||
<div className="flex items-center gap-3">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Name</label>
|
||
<Input
|
||
value={decision?.bill_name ?? ''}
|
||
onChange={handleBillName}
|
||
placeholder="Bill name"
|
||
className="h-8 text-sm flex-1 max-w-sm"
|
||
/>
|
||
</div>
|
||
<div className="flex items-center gap-3 flex-wrap">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Category</label>
|
||
<select
|
||
value={decision?.category_id ?? ''}
|
||
onChange={e => handleDecisionField('category_id', parseInt(e.target.value, 10) || null)}
|
||
className="text-sm border border-input bg-background rounded-md px-2 py-1 min-w-[180px] focus:outline-none focus:ring-1 focus:ring-ring"
|
||
>
|
||
<option value="">No category</option>
|
||
{categories.map(c => <option key={c.id} value={c.id}>{c.name}</option>)}
|
||
</select>
|
||
{rec.category_name && <span className="text-xs text-muted-foreground">Suggested: {rec.category_name}</span>}
|
||
</div>
|
||
<div className="flex items-center gap-3 flex-wrap">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Details</label>
|
||
<Input
|
||
type="number"
|
||
min="1"
|
||
max="31"
|
||
value={decision?.due_day ?? ''}
|
||
onChange={e => handleDecisionField('due_day', e.target.value ? parseInt(e.target.value, 10) : null)}
|
||
placeholder="Due day"
|
||
className="h-8 text-sm w-24"
|
||
/>
|
||
<Input
|
||
type="number"
|
||
min="0"
|
||
step="0.01"
|
||
value={decision?.expected_amount ?? ''}
|
||
onChange={e => handleDecisionField('expected_amount', e.target.value === '' ? null : parseFloat(e.target.value))}
|
||
placeholder="Expected amount"
|
||
className="h-8 text-sm w-40"
|
||
/>
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{action && action !== 'skip_row' && (
|
||
<div className="flex items-center gap-3 flex-wrap">
|
||
<label className="text-xs text-muted-foreground w-14 shrink-0">Paid</label>
|
||
<Input
|
||
type="date"
|
||
value={decision?.payment_date ?? ''}
|
||
onChange={e => handleDecisionField('payment_date', e.target.value || null)}
|
||
className="h-8 text-sm w-40"
|
||
/>
|
||
<Input
|
||
type="number"
|
||
min="0"
|
||
step="0.01"
|
||
value={decision?.payment_amount ?? ''}
|
||
onChange={e => handleDecisionField('payment_amount', e.target.value === '' ? null : parseFloat(e.target.value))}
|
||
placeholder="Paid amount"
|
||
className="h-8 text-sm w-36"
|
||
/>
|
||
</div>
|
||
)}
|
||
|
||
{/* Quick skip */}
|
||
{action !== 'skip_row' && (
|
||
<button type="button"
|
||
onClick={() => { handleAction('skip_row'); setExpanded(false); }}
|
||
className="text-xs text-muted-foreground hover:text-foreground flex items-center gap-1 transition-colors">
|
||
<SkipForward className="h-3 w-3" />Skip this row
|
||
</button>
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
// ─── XLSX Import: Preview Table ───────────────────────────────────────────────
|
||
|
||
function PreviewTable({ rows, decisions, onDecisionChange, allBills, categories, selectedRows, onSelectedChange }) {
|
||
const groups = groupRowsBySheet(rows);
|
||
const multiTab = groups.length > 1;
|
||
|
||
return (
|
||
<div>
|
||
{groups.map(({ name, rows: groupRows }) => (
|
||
<div key={name}>
|
||
{multiTab && (
|
||
<div className="px-4 py-2 bg-muted/40 border-b border-border/60 flex items-center gap-2">
|
||
<FileSpreadsheet className="h-3.5 w-3.5 text-muted-foreground" />
|
||
<span className="text-xs font-semibold text-muted-foreground">{name}</span>
|
||
<span className="text-xs text-muted-foreground/60">· {groupRows.length} rows</span>
|
||
</div>
|
||
)}
|
||
{groupRows.map(row => (
|
||
<RowDecisionRow
|
||
key={row.row_id}
|
||
row={row}
|
||
decision={decisions[row.row_id]}
|
||
onDecisionChange={onDecisionChange}
|
||
allBills={allBills}
|
||
categories={categories}
|
||
selected={selectedRows.has(row.row_id)}
|
||
onSelectedChange={onSelectedChange}
|
||
/>
|
||
))}
|
||
</div>
|
||
))}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
function BulkActionBar({
|
||
rows,
|
||
selectedRows,
|
||
onSelectAll,
|
||
onClearSelection,
|
||
onBulkSkip,
|
||
onBulkCreateNew,
|
||
onBulkReset,
|
||
}) {
|
||
const allSelected = rows.length > 0 && rows.every(r => selectedRows.has(r.row_id));
|
||
const selectedCount = selectedRows.size;
|
||
|
||
return (
|
||
<div className="border-b border-border bg-muted/25 px-4 py-3">
|
||
<div className="flex items-center justify-between gap-3 flex-wrap">
|
||
<label className="flex items-center gap-2 text-xs text-muted-foreground cursor-pointer">
|
||
<input
|
||
type="checkbox"
|
||
checked={allSelected}
|
||
onChange={e => e.target.checked ? onSelectAll() : onClearSelection()}
|
||
className="h-4 w-4 rounded border-border accent-primary"
|
||
/>
|
||
Select all visible
|
||
</label>
|
||
|
||
<div className="flex items-center gap-2 flex-wrap">
|
||
{selectedCount > 0 && (
|
||
<span className="text-xs font-medium text-foreground">{selectedCount} row{selectedCount === 1 ? '' : 's'} selected</span>
|
||
)}
|
||
{selectedCount > 0 && (
|
||
<>
|
||
<Button size="sm" variant="outline" onClick={onBulkSkip} className="h-8 text-xs">
|
||
Skip selected
|
||
</Button>
|
||
<Button size="sm" variant="outline" onClick={onBulkCreateNew} className="h-8 text-xs">
|
||
Create new bills
|
||
</Button>
|
||
<Button size="sm" variant="ghost" onClick={onBulkReset} className="h-8 text-xs">
|
||
Reset to recommendation
|
||
</Button>
|
||
<Button size="sm" variant="ghost" onClick={onClearSelection} className="h-8 text-xs text-muted-foreground">
|
||
Clear selection
|
||
</Button>
|
||
</>
|
||
)}
|
||
</div>
|
||
</div>
|
||
</div>
|
||
);
|
||
}
|
||
|
||
// ─── Section 1: Import Spreadsheet History ────────────────────────────────────
|
||
|
||
const INITIAL_OPTIONS = {
|
||
parseAllSheets: true,
|
||
defaultYear: new Date().getFullYear(),
|
||
defaultMonth: '',
|
||
};
|
||
|
||
export function ImportSpreadsheetSection({ onHistoryRefresh }) {
|
||
const fileRef = useRef(null);
|
||
const [file, setFile] = useState(null);
|
||
const [options, setOptions] = useState(INITIAL_OPTIONS);
|
||
const [preview, setPreview] = useState({ status: 'idle', data: null, error: null });
|
||
const [decisions, setDecisions] = useState({});
|
||
const [applyState, setApplyState] = useState({ status: 'idle', result: null, error: null });
|
||
const [allBills, setAllBills] = useState([]);
|
||
const [categories, setCategories] = useState([]);
|
||
const [selectedRows, setSelectedRows] = useState(new Set());
|
||
|
||
// Load bills/categories for the decision controls
|
||
useEffect(() => {
|
||
api.bills().then(setAllBills).catch(() => {});
|
||
api.categories().then(setCategories).catch(() => {});
|
||
}, []);
|
||
|
||
const opt = (k, v) => setOptions(prev => ({ ...prev, [k]: v }));
|
||
|
||
// ── Preview ──────────────────────────────────────────────────────────────────
|
||
const handlePreview = async () => {
|
||
if (!file) return;
|
||
setPreview({ status: 'loading', data: null, error: null });
|
||
setDecisions({});
|
||
setSelectedRows(new Set());
|
||
setApplyState({ status: 'idle', result: null, error: null });
|
||
try {
|
||
const data = await api.previewSpreadsheetImport(file, {
|
||
parseAllSheets: options.parseAllSheets,
|
||
defaultYear: options.defaultYear ? parseInt(options.defaultYear, 10) : null,
|
||
defaultMonth: options.defaultMonth ? parseInt(options.defaultMonth, 10) : null,
|
||
});
|
||
setPreview({ status: 'ready', data, error: null });
|
||
setDecisions(buildInitialDecisions(data.rows));
|
||
} catch (err) {
|
||
setPreview({ status: 'error', data: null, error: importErrorState(err, 'Preview failed.') });
|
||
}
|
||
};
|
||
|
||
// ── Decision update ──────────────────────────────────────────────────────────
|
||
const handleDecisionChange = (rowId, decision) => {
|
||
setDecisions(prev => ({ ...prev, [rowId]: decision }));
|
||
};
|
||
|
||
const handleSelectedChange = (rowId, selected) => {
|
||
setSelectedRows(prev => {
|
||
const next = new Set(prev);
|
||
if (selected) next.add(rowId);
|
||
else next.delete(rowId);
|
||
return next;
|
||
});
|
||
};
|
||
|
||
const clearSelection = () => setSelectedRows(new Set());
|
||
|
||
const selectAllVisibleRows = () => {
|
||
setSelectedRows(new Set((preview.data?.rows || []).map(r => r.row_id)));
|
||
};
|
||
|
||
const selectedPreviewRows = () => {
|
||
const selected = selectedRows;
|
||
return (preview.data?.rows || []).filter(r => selected.has(r.row_id));
|
||
};
|
||
|
||
const handleBulkSkip = () => {
|
||
const rows = selectedPreviewRows();
|
||
setDecisions(prev => {
|
||
const next = { ...prev };
|
||
rows.forEach(row => {
|
||
next[row.row_id] = { ...(next[row.row_id] || {}), action: 'skip_row', bill_id: null, bill_name: null };
|
||
});
|
||
return next;
|
||
});
|
||
toast.success(`${rows.length} row${rows.length === 1 ? '' : 's'} marked skipped.`);
|
||
};
|
||
|
||
const handleBulkCreateNew = () => {
|
||
const rows = selectedPreviewRows();
|
||
let missingNames = 0;
|
||
setDecisions(prev => {
|
||
const next = { ...prev };
|
||
rows.forEach(row => {
|
||
const decision = buildCreateNewDecision(row, next[row.row_id] || {});
|
||
if (!decision.bill_name?.trim()) missingNames++;
|
||
next[row.row_id] = decision;
|
||
});
|
||
return next;
|
||
});
|
||
if (missingNames > 0) {
|
||
toast.warning(`${missingNames} selected row${missingNames === 1 ? '' : 's'} still need a bill name.`);
|
||
} else {
|
||
toast.success(`${rows.length} row${rows.length === 1 ? '' : 's'} set to create new bills.`);
|
||
}
|
||
};
|
||
|
||
const handleBulkReset = () => {
|
||
const rows = selectedPreviewRows();
|
||
setDecisions(prev => {
|
||
const next = { ...prev };
|
||
rows.forEach(row => {
|
||
next[row.row_id] = initialDecisionFromRecommendation(row);
|
||
});
|
||
return next;
|
||
});
|
||
toast.success(`${rows.length} row${rows.length === 1 ? '' : 's'} reset to recommendation.`);
|
||
};
|
||
|
||
const buildApplyDecision = (row, d) => {
|
||
if (!d?.action) return null;
|
||
|
||
const base = {
|
||
row_id: row.row_id,
|
||
action: d.action,
|
||
actual_amount: d.actual_amount ?? row.detected_amount ?? undefined,
|
||
year: row.detected_year ?? undefined,
|
||
month: row.detected_month ?? undefined,
|
||
notes: d.notes ?? row.detected_notes ?? undefined,
|
||
payment_amount: d.payment_amount ?? row.detected_payment_amount ?? undefined,
|
||
payment_date: d.payment_date ?? row.detected_paid_date ?? undefined,
|
||
};
|
||
|
||
if (d.action === 'create_new_bill') {
|
||
return {
|
||
...base,
|
||
bill_name: d.bill_name?.trim() || undefined,
|
||
category_id: d.category_id ?? undefined,
|
||
due_day: d.due_day ?? undefined,
|
||
expected_amount: d.expected_amount ?? undefined,
|
||
};
|
||
}
|
||
|
||
if (ACTIONS_NEEDING_BILL.has(d.action)) {
|
||
return {
|
||
...base,
|
||
bill_id: d.bill_id ?? undefined,
|
||
};
|
||
}
|
||
|
||
return base;
|
||
};
|
||
|
||
// ── Apply ────────────────────────────────────────────────────────────────────
|
||
const handleApply = async () => {
|
||
if (!preview.data) return;
|
||
setApplyState({ status: 'loading', result: null, error: null });
|
||
try {
|
||
const decisionsList = preview.data.rows
|
||
.map(row => {
|
||
const d = decisions[row.row_id];
|
||
if (d?.action === 'skip_row') return null;
|
||
return buildApplyDecision(row, d);
|
||
})
|
||
.filter(Boolean);
|
||
|
||
if (decisionsList.length === 0) {
|
||
throw new Error('No rows are selected to import. Choose at least one row to match or create, or keep the preview for review.');
|
||
}
|
||
|
||
const result = await api.applySpreadsheetImport({
|
||
import_session_id: preview.data.import_session_id,
|
||
decisions: decisionsList,
|
||
options: { reviewed_skipped_count: skipRows.length },
|
||
});
|
||
setApplyState({ status: 'done', result, error: null });
|
||
setSelectedRows(new Set());
|
||
toast.success(`Import applied — ${result.rows_created} created, ${result.rows_updated} updated.`);
|
||
onHistoryRefresh();
|
||
} catch (err) {
|
||
const errorState = importErrorState(err, 'Apply failed.');
|
||
setApplyState({ status: 'error', result: null, error: errorState });
|
||
toast.error(errorState.message || 'Apply failed.');
|
||
}
|
||
};
|
||
|
||
// ── Reset ────────────────────────────────────────────────────────────────────
|
||
const handleReset = () => {
|
||
setFile(null);
|
||
setOptions(INITIAL_OPTIONS);
|
||
setPreview({ status: 'idle', data: null, error: null });
|
||
setDecisions({});
|
||
setSelectedRows(new Set());
|
||
setApplyState({ status: 'idle', result: null, error: null });
|
||
if (fileRef.current) fileRef.current.value = '';
|
||
};
|
||
|
||
// ── Derived state ────────────────────────────────────────────────────────────
|
||
const previewRows = preview.data?.rows ?? [];
|
||
const unresolvedRows = previewRows.filter(r => {
|
||
const d = decisions[r.row_id];
|
||
return !d?.action || !isDecisionComplete(d.action, d);
|
||
});
|
||
const pendingRows = previewRows.filter(r => decisions[r.row_id]?.action && decisions[r.row_id]?.action !== 'skip_row');
|
||
const skipRows = previewRows.filter(r => decisions[r.row_id]?.action === 'skip_row');
|
||
const canApply = unresolvedRows.length === 0 && pendingRows.length > 0 && applyState.status !== 'loading';
|
||
|
||
// ── Render ────────────────────────────────────────────────────────────────────
|
||
return (
|
||
<SectionCard
|
||
title="Import Spreadsheet History"
|
||
subtitle='Export your Google Sheet as .xlsx, upload it here, review the matches, then apply only the rows you approve.'
|
||
>
|
||
|
||
{/* ── Upload panel ──────────────────────────────────────────────────────── */}
|
||
<div className="px-6 py-5 space-y-5">
|
||
|
||
{/* File picker */}
|
||
<div className="space-y-1.5">
|
||
<label className="text-xs font-medium text-muted-foreground">XLSX File</label>
|
||
<div className="flex items-center gap-3">
|
||
<input ref={fileRef} type="file" accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
|
||
className="hidden" id="xlsx-upload"
|
||
onChange={e => setFile(e.target.files?.[0] ?? null)} />
|
||
<label htmlFor="xlsx-upload">
|
||
<Button size="sm" variant="outline" asChild>
|
||
<span className="cursor-pointer gap-2">
|
||
<Upload className="h-3.5 w-3.5" />
|
||
{file ? 'Change file' : 'Choose .xlsx file'}
|
||
</span>
|
||
</Button>
|
||
</label>
|
||
{file && (
|
||
<span className="text-sm text-muted-foreground truncate max-w-[260px]">
|
||
<FileSpreadsheet className="inline h-3.5 w-3.5 mr-1" />{file.name}
|
||
</span>
|
||
)}
|
||
</div>
|
||
</div>
|
||
|
||
{/* Options */}
|
||
<div className="flex flex-wrap items-center gap-x-8 gap-y-3">
|
||
<div className="flex items-center gap-2.5">
|
||
<Switch checked={options.parseAllSheets} onCheckedChange={v => opt('parseAllSheets', v)}
|
||
id="parse-all" />
|
||
<label htmlFor="parse-all" className="text-sm cursor-pointer">Parse all sheet tabs</label>
|
||
</div>
|
||
<div className="flex items-center gap-2">
|
||
<label className="text-xs text-muted-foreground">Default year</label>
|
||
<Input type="number" min="2000" max="2100" placeholder="2026"
|
||
value={options.defaultYear}
|
||
onChange={e => opt('defaultYear', e.target.value)}
|
||
className="w-24 h-8 text-sm" />
|
||
</div>
|
||
{!options.parseAllSheets && (
|
||
<div className="flex items-center gap-2">
|
||
<label className="text-xs text-muted-foreground">Default month</label>
|
||
<Input type="number" min="1" max="12" placeholder="1–12"
|
||
value={options.defaultMonth}
|
||
onChange={e => opt('defaultMonth', e.target.value)}
|
||
className="w-20 h-8 text-sm" />
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
{/* Preview button */}
|
||
<div className="flex items-center gap-3">
|
||
<Button size="sm" onClick={handlePreview}
|
||
disabled={!file || preview.status === 'loading'}
|
||
className="gap-2">
|
||
{preview.status === 'loading'
|
||
? <><Loader2 className="h-3.5 w-3.5 animate-spin" />Parsing…</>
|
||
: <><FileSpreadsheet className="h-3.5 w-3.5" />Preview Import</>}
|
||
</Button>
|
||
{(preview.status === 'ready' || preview.status === 'error' || applyState.status !== 'idle') && (
|
||
<Button size="sm" variant="ghost" onClick={handleReset} className="text-muted-foreground">
|
||
New import
|
||
</Button>
|
||
)}
|
||
</div>
|
||
|
||
{/* Error from preview */}
|
||
{preview.status === 'error' && (
|
||
<div className="rounded-lg bg-destructive/10 border border-destructive/30 p-3 text-sm text-destructive">
|
||
<AlertTriangle className="inline h-4 w-4 mr-1.5" />{preview.error?.message || preview.error || 'Preview failed.'}
|
||
{preview.error?.details?.length > 0 && (
|
||
<ul className="mt-2 space-y-1 text-xs">
|
||
{preview.error.details.map((d, i) => (
|
||
<li key={i}>{d.row_id ? `${d.row_id}: ` : ''}{d.message}</li>
|
||
))}
|
||
</ul>
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
|
||
{/* ── Preview results ────────────────────────────────────────────────────── */}
|
||
{preview.status === 'ready' && preview.data && !['loading', 'done'].includes(applyState.status) && (
|
||
<div className="px-6 pb-5 space-y-4">
|
||
|
||
{/* Workbook summary */}
|
||
<WorkbookSummaryCard workbook={preview.data.workbook} />
|
||
|
||
{/* Row decision table */}
|
||
{previewRows.length > 0 ? (
|
||
<div className="rounded-lg border border-border overflow-hidden bg-background">
|
||
<div className="px-4 py-3 border-b border-border bg-muted/40 flex items-center justify-between gap-3 flex-wrap">
|
||
<div>
|
||
<p className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">XLSX Review Table</p>
|
||
<p className="text-xs text-muted-foreground mt-0.5">Select preview rows, then apply bulk review decisions before importing.</p>
|
||
</div>
|
||
<span className="text-xs text-muted-foreground tabular-nums">{previewRows.length} preview row{previewRows.length === 1 ? '' : 's'}</span>
|
||
</div>
|
||
<BulkActionBar
|
||
rows={previewRows}
|
||
selectedRows={selectedRows}
|
||
onSelectAll={selectAllVisibleRows}
|
||
onClearSelection={clearSelection}
|
||
onBulkSkip={handleBulkSkip}
|
||
onBulkCreateNew={handleBulkCreateNew}
|
||
onBulkReset={handleBulkReset}
|
||
/>
|
||
<PreviewTable
|
||
rows={previewRows}
|
||
decisions={decisions}
|
||
onDecisionChange={handleDecisionChange}
|
||
allBills={allBills}
|
||
categories={categories}
|
||
selectedRows={selectedRows}
|
||
onSelectedChange={handleSelectedChange}
|
||
/>
|
||
</div>
|
||
) : (
|
||
<p className="text-sm text-muted-foreground text-center py-4">No data rows found in this file.</p>
|
||
)}
|
||
|
||
{/* Apply bar */}
|
||
{previewRows.length > 0 && (
|
||
<div className="rounded-lg border border-border bg-muted/30 px-4 py-3 flex items-center justify-between flex-wrap gap-3">
|
||
<div className="flex items-center gap-4 text-xs text-muted-foreground flex-wrap">
|
||
<span className="text-foreground font-medium">{previewRows.length} rows reviewed</span>
|
||
<span className="text-emerald-600">{pendingRows.length} to apply</span>
|
||
<span>{skipRows.length} skipped</span>
|
||
{unresolvedRows.length > 0 && (
|
||
<span className="text-orange-500 font-medium">{unresolvedRows.length} need a decision</span>
|
||
)}
|
||
</div>
|
||
<Button size="sm" onClick={handleApply} disabled={!canApply} className="gap-2">
|
||
<CheckCheck className="h-3.5 w-3.5" />
|
||
Apply {pendingRows.length} rows
|
||
</Button>
|
||
</div>
|
||
)}
|
||
</div>
|
||
)}
|
||
|
||
{/* ── Applying ──────────────────────────────────────────────────────────── */}
|
||
{applyState.status === 'loading' && (
|
||
<div className="px-6 py-8 flex items-center justify-center gap-3 text-muted-foreground">
|
||
<Loader2 className="h-5 w-5 animate-spin" />
|
||
<span className="text-sm">Applying import…</span>
|
||
</div>
|
||
)}
|
||
|
||
{/* ── Apply result ──────────────────────────────────────────────────────── */}
|
||
{applyState.status === 'done' && applyState.result && (
|
||
<div className="px-6 pb-6 space-y-4">
|
||
<div className="rounded-lg border border-emerald-500/30 bg-emerald-500/5 p-4">
|
||
<div className="flex items-center gap-2 mb-3">
|
||
<CheckCircle2 className="h-5 w-5 text-emerald-500" />
|
||
<p className="text-sm font-medium text-emerald-600">Import applied successfully</p>
|
||
</div>
|
||
<div className="grid grid-cols-2 sm:grid-cols-4 gap-3">
|
||
{[
|
||
{ label: 'Created', value: applyState.result.rows_created, color: 'text-emerald-600' },
|
||
{ label: 'Updated', value: applyState.result.rows_updated, color: 'text-blue-600' },
|
||
{ label: 'Skipped', value: applyState.result.rows_skipped, color: 'text-muted-foreground' },
|
||
{ label: 'Errors', value: applyState.result.rows_errored, color: 'text-red-500' },
|
||
].map(({ label, value, color }) => (
|
||
<div key={label} className="text-center">
|
||
<p className={cn('text-xl font-bold tabular-nums', color)}>{value}</p>
|
||
<p className="text-xs text-muted-foreground">{label}</p>
|
||
</div>
|
||
))}
|
||
</div>
|
||
</div>
|
||
<Button size="sm" variant="outline" onClick={handleReset} className="gap-2">
|
||
<Plus className="h-3.5 w-3.5" />New Import
|
||
</Button>
|
||
</div>
|
||
)}
|
||
|
||
{/* ── Apply error ───────────────────────────────────────────────────────── */}
|
||
{applyState.status === 'error' && (
|
||
<div className="px-6 pb-5">
|
||
<div className="rounded-lg bg-destructive/10 border border-destructive/30 p-3 text-sm text-destructive">
|
||
<AlertTriangle className="inline h-4 w-4 mr-1.5" />{applyState.error?.message || applyState.error || 'Apply failed.'}
|
||
{applyState.error?.details?.length > 0 && (
|
||
<ul className="mt-2 space-y-1 text-xs">
|
||
{applyState.error.details.map((d, i) => (
|
||
<li key={i}>
|
||
{d.row_id ? `${d.row_id}: ` : ''}
|
||
{d.field ? `${d.field} - ` : ''}
|
||
{d.message}
|
||
</li>
|
||
))}
|
||
</ul>
|
||
)}
|
||
{applyState.error?.error_id && (
|
||
<p className="mt-2 text-xs opacity-80">Error ID: {applyState.error.error_id}</p>
|
||
)}
|
||
</div>
|
||
</div>
|
||
)}
|
||
</SectionCard>
|
||
);
|
||
}
|
||
|
||
// ─── DataPage ─────────────────────────────────────────────────────────────────
|
||
|
||
export default function DataPage() {
|
||
return <Navigate to="/profile" replace />;
|
||
}
|