1497 lines
59 KiB
JavaScript
1497 lines
59 KiB
JavaScript
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
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import { Link } from 'react-router-dom';
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import { toast } from 'sonner';
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import {
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Bell,
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CalendarDays,
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CheckCircle2,
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CheckCircle,
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Cloud,
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ArrowDown,
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ArrowUp,
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GripVertical,
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AlertTriangle,
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Info,
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Link2,
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Loader2,
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MoreHorizontal,
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Pause,
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Plus,
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RefreshCw,
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Repeat,
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Search,
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Sparkles,
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X,
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} from 'lucide-react';
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import { api } from '@/api';
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import { cn, fmt, fmtDate } from '@/lib/utils';
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import { scheduleLabel } from '@/lib/billingSchedule';
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import { Button } from '@/components/ui/button';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { Badge } from '@/components/ui/badge';
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import { Input } from '@/components/ui/input';
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import {
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Dialog, DialogContent, DialogFooter, DialogHeader, DialogTitle,
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} from '@/components/ui/dialog';
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import {
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Tooltip, TooltipContent, TooltipProvider, TooltipTrigger,
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} from '@/components/ui/tooltip';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import BillModal from '@/components/BillModal';
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import BillHistoricalImportDialog from '@/components/BillHistoricalImportDialog';
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import { getLinkImportPref } from '@/pages/SettingsPage';
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import { moveInArray, movedItemId, reorderPayload } from '@/lib/reorder';
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const TYPE_LABELS = {
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streaming: 'Streaming',
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software: 'Software',
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cloud: 'Cloud',
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music: 'Music',
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news: 'News',
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fitness: 'Fitness',
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gaming: 'Gaming',
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utilities: 'Utilities',
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insurance: 'Insurance',
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food: 'Food',
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education: 'Education',
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shopping: 'Shopping',
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security: 'Security',
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other: 'Other',
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};
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const SUBSCRIPTION_SORT_KEY = 'subscriptions_sort_mode';
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const CADENCE_ORDER = ['weekly', 'biweekly', 'monthly', 'quarterly', 'annual', 'other'];
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const CADENCE_LABELS = {
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weekly: 'Weekly',
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biweekly: 'Biweekly',
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monthly: 'Monthly',
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quarterly: 'Quarterly',
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annual: 'Yearly',
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other: 'Other',
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};
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const SUBSCRIPTION_MONTHLY_FACTORS = {
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weekly: 52 / 12,
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biweekly: 26 / 12,
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monthly: 1,
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quarterly: 1 / 3,
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annual: 1 / 12,
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annually: 1 / 12,
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};
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function normalizedCadence(item) {
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const raw = String(item?.cycle_type || item?.billing_cycle || '').toLowerCase();
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if (raw.includes('week') && raw.includes('bi')) return 'biweekly';
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if (raw === 'biweekly') return 'biweekly';
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if (raw.includes('week')) return 'weekly';
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if (raw.includes('quarter')) return 'quarterly';
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if (raw.includes('annual') || raw.includes('year')) return 'annual';
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if (raw.includes('month') || !raw) return 'monthly';
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return 'other';
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}
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function subscriptionMonthlyEquivalent(item) {
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const key = String(item?.cycle_type || item?.billing_cycle || 'monthly').toLowerCase();
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const fallback = String(item?.billing_cycle || '').toLowerCase() === 'quarterly'
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? 'quarterly'
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: String(item?.billing_cycle || '').toLowerCase() === 'annually'
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? 'annual'
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: key;
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const factor = SUBSCRIPTION_MONTHLY_FACTORS[key] ?? SUBSCRIPTION_MONTHLY_FACTORS[fallback] ?? 1;
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return Math.round(Number(item?.expected_amount || 0) * factor * 100) / 100;
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}
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function subscriptionNextDueDate(item, now = new Date()) {
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const dueDay = Math.min(Math.max(Number(item?.due_day) || 1, 1), 31);
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const cycle = String(item?.cycle_type || item?.billing_cycle || 'monthly').toLowerCase();
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let date = new Date(now.getFullYear(), now.getMonth(), dueDay);
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if (date < new Date(now.getFullYear(), now.getMonth(), now.getDate())) {
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date = new Date(now.getFullYear(), now.getMonth() + 1, dueDay);
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}
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if (cycle === 'quarterly' || cycle === 'annual' || cycle === 'annually') {
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const startMonth = Math.min(Math.max(Number(item?.cycle_day) || 1, 1), 12) - 1;
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const step = cycle === 'quarterly' ? 3 : 12;
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date = new Date(now.getFullYear(), startMonth, dueDay);
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while (date < new Date(now.getFullYear(), now.getMonth(), now.getDate())) {
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date = new Date(date.getFullYear(), date.getMonth() + step, dueDay);
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}
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}
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return date.toISOString().slice(0, 10);
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}
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function decorateSavedSubscriptionBill(bill, categories) {
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const monthly = subscriptionMonthlyEquivalent(bill);
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const category = categories.find(item => Number(item.id) === Number(bill.category_id));
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return {
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...bill,
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active: !!bill.active,
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is_subscription: !!bill.is_subscription,
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category_name: bill.category_name || category?.name || null,
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monthly_equivalent: monthly,
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yearly_equivalent: Math.round(monthly * 12 * 100) / 100,
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next_due_date: subscriptionNextDueDate(bill),
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subscription_type: bill.subscription_type || 'other',
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};
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}
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function subscriptionSummaryFromList(subscriptions) {
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const active = subscriptions.filter(item => item.active);
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const monthlyTotal = active.reduce((sum, item) => sum + Number(item.monthly_equivalent || 0), 0);
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const typeTotals = new Map();
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for (const item of active) {
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const type = item.subscription_type || 'other';
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typeTotals.set(type, (typeTotals.get(type) || 0) + Number(item.monthly_equivalent || 0));
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}
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const topType = [...typeTotals.entries()].sort((a, b) => b[1] - a[1])[0] || null;
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return {
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active_count: active.length,
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paused_count: subscriptions.length - active.length,
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monthly_total: Math.round(monthlyTotal * 100) / 100,
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yearly_total: Math.round(monthlyTotal * 12 * 100) / 100,
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top_type: topType ? { type: topType[0], monthly_total: Math.round(topType[1] * 100) / 100 } : null,
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};
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}
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function cadenceIndex(item) {
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const index = CADENCE_ORDER.indexOf(normalizedCadence(item));
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return index >= 0 ? index : CADENCE_ORDER.length - 1;
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}
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function sortSubscriptionsByCadence(items) {
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return [...items].sort((a, b) => (
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cadenceIndex(a) - cadenceIndex(b)
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|| String(a.next_due_date || '').localeCompare(String(b.next_due_date || ''))
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|| (Number(a.due_day) || 0) - (Number(b.due_day) || 0)
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|| String(a.name || '').localeCompare(String(b.name || ''))
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));
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}
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function SortModeButton({ active, children, onClick }) {
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return (
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<button
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type="button"
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onClick={onClick}
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className={cn(
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'h-8 rounded-md px-3 text-xs font-semibold transition-colors',
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active
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? 'bg-background text-foreground shadow-sm'
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: 'text-muted-foreground hover:text-foreground',
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)}
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aria-pressed={active}
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>
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{children}
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</button>
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);
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}
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function cycleLabel(item) {
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return scheduleLabel(item);
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}
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function StatCard({ icon: Icon, label, value, hint }) {
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return (
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<div className="min-w-0 rounded-lg border border-border/70 bg-card/80 p-4">
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<div className="flex items-center gap-2 text-xs font-semibold uppercase tracking-wide text-foreground/70">
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<Icon className="h-4 w-4 text-primary" />
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<span className="truncate">{label}</span>
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</div>
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<p className="tracker-number mt-2 truncate text-2xl font-bold tracking-tight text-foreground">{value}</p>
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{hint && <p className="mt-1 text-xs font-medium text-muted-foreground">{hint}</p>}
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</div>
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);
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}
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function SubscriptionRowActions({ item, onEdit, onToggle, busy }) {
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return (
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<div className="grid grid-cols-[minmax(0,1fr)_auto] gap-2 md:flex md:justify-end">
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<Button
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type="button"
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variant="outline"
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size="sm"
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className="h-8 min-w-0 px-3"
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onClick={() => onEdit(item)}
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>
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Edit
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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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type="button"
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variant="outline"
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size="sm"
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className="h-8 w-8 p-0"
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disabled={busy}
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aria-label={`More actions for ${item.name}`}
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>
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{busy ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <MoreHorizontal className="h-4 w-4" />}
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end" className="w-40">
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<DropdownMenuItem onSelect={() => onToggle(item)}>
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{item.active ? <Pause className="h-4 w-4" /> : <CheckCircle2 className="h-4 w-4" />}
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{item.active ? 'Pause' : 'Resume'}
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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</div>
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);
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}
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function SubscriptionRow({ item, onEdit, onToggle, moveControls, dragProps, busy }) {
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return (
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<div
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draggable={dragProps?.draggable}
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onDragStart={dragProps?.onDragStart}
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onDragEnter={dragProps?.onDragEnter}
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onDragOver={dragProps?.onDragOver}
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onDragEnd={dragProps?.onDragEnd}
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onDrop={dragProps?.onDrop}
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className={cn(
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'group',
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'grid min-w-0 gap-3 border-b border-border/40 px-4 py-4 last:border-b-0',
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'md:grid-cols-[auto_minmax(0,1fr)_14rem_auto] md:items-center',
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!item.active && 'opacity-60',
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dragProps?.isDragging && 'opacity-45',
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dragProps?.isDropTarget && 'ring-2 ring-inset ring-primary/35',
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)}>
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<div className="flex shrink-0 items-center gap-0.5 self-start md:self-center">
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<GripVertical
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className={cn(
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'h-4 w-4 text-muted-foreground/55',
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moveControls?.enabled && 'cursor-grab group-active:cursor-grabbing',
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!moveControls?.enabled && 'opacity-30',
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)}
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aria-hidden="true"
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/>
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<div className="flex flex-col">
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<button
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type="button"
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onClick={moveControls?.onMoveUp}
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disabled={!moveControls?.enabled || !moveControls?.canMoveUp || moveControls?.moving}
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className="rounded text-muted-foreground transition-colors hover:bg-accent hover:text-foreground disabled:pointer-events-none disabled:opacity-25"
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title="Move subscription up"
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aria-label={`Move ${item.name} up`}
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>
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<ArrowUp className="h-3 w-3" />
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</button>
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<button
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type="button"
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onClick={moveControls?.onMoveDown}
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disabled={!moveControls?.enabled || !moveControls?.canMoveDown || moveControls?.moving}
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className="rounded text-muted-foreground transition-colors hover:bg-accent hover:text-foreground disabled:pointer-events-none disabled:opacity-25"
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title="Move subscription down"
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aria-label={`Move ${item.name} down`}
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>
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<ArrowDown className="h-3 w-3" />
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</button>
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</div>
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</div>
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<div className="min-w-0 flex-1">
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<div className="flex flex-wrap items-center gap-2">
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<button
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type="button"
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onClick={() => onEdit(item)}
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className="min-w-0 max-w-full truncate text-left text-[15px] font-semibold text-foreground hover:text-primary"
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>
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{item.name}
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</button>
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<Badge variant="outline" className="capitalize border-primary/25 bg-primary/10 text-primary">
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{TYPE_LABELS[item.subscription_type] || 'Other'}
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</Badge>
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{!item.active && (
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<Badge variant="outline" className="border-amber-500/25 bg-amber-500/10 text-amber-300">
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Paused
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</Badge>
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)}
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</div>
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<div className="mt-1 flex flex-wrap items-center gap-x-3 gap-y-1 text-xs font-medium text-muted-foreground">
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<span>{item.category_name || 'Uncategorized'}</span>
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<span>Due {fmtDate(item.next_due_date)}</span>
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<span className="capitalize">{cycleLabel(item)}</span>
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<span>{item.reminder_days_before ?? 3}d reminder</span>
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</div>
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</div>
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<div className="grid grid-cols-2 gap-3 md:w-56">
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<div>
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<p className="text-xs text-muted-foreground">Per cycle</p>
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<p className="tracker-number text-sm font-semibold text-foreground">{fmt(item.expected_amount)}</p>
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</div>
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<div>
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<p className="text-xs text-muted-foreground">Monthly</p>
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<p className="tracker-number text-sm font-semibold text-emerald-600 dark:text-emerald-300">{fmt(item.monthly_equivalent)}</p>
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</div>
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</div>
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<SubscriptionRowActions item={item} onEdit={onEdit} onToggle={onToggle} busy={busy} />
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</div>
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);
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}
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function BillPickerDialog({ open, onClose, recommendation, bills, onConfirm, busy }) {
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const [search, setSearch] = useState('');
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const [selectedId, setSelectedId] = useState(null);
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useEffect(() => { if (open) { setSearch(''); setSelectedId(null); } }, [open]);
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const filtered = useMemo(() => {
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const q = search.toLowerCase();
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return (bills || []).filter(b => !q || b.name.toLowerCase().includes(q));
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}, [bills, search]);
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return (
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<Dialog open={open} onOpenChange={v => { if (!v) onClose(); }}>
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<DialogContent className="max-w-md">
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<DialogHeader>
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<DialogTitle>Link to existing bill</DialogTitle>
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<p className="text-sm text-muted-foreground mt-1">
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<span className="font-medium text-foreground">{recommendation?.name}</span>
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{recommendation && (
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<span className="ml-2 text-xs">{recommendation.occurrence_count} charge{recommendation.occurrence_count !== 1 ? 's' : ''} · {fmt(recommendation.expected_amount)}</span>
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)}
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</p>
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<p className="text-xs text-muted-foreground">
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The matching transactions will be marked as paid under the selected bill.
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</p>
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</DialogHeader>
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<Input
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autoFocus
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placeholder="Search bills…"
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value={search}
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onChange={e => setSearch(e.target.value)}
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className="text-sm"
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/>
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<div className="max-h-56 overflow-y-auto rounded-lg border border-border/60 divide-y divide-border/40">
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{filtered.length === 0 ? (
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<p className="px-3 py-4 text-sm text-muted-foreground text-center">No bills found.</p>
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) : filtered.map(bill => (
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<button
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key={bill.id}
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type="button"
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onClick={() => setSelectedId(bill.id)}
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className={cn(
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'w-full flex items-center justify-between px-3 py-2.5 text-left text-sm transition-colors hover:bg-muted/40',
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selectedId === bill.id && 'bg-primary/10 text-primary',
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)}
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>
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<span className="truncate font-medium">{bill.name}</span>
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<span className="shrink-0 ml-3 text-xs text-muted-foreground tabular-nums">
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${(bill.expected_amount ?? 0).toFixed(2)}/mo
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</span>
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</button>
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))}
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</div>
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<DialogFooter className="gap-2">
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<Button type="button" variant="ghost" onClick={onClose} disabled={busy}>
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Cancel
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</Button>
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<Button type="button" className="gap-2" onClick={() => onConfirm(selectedId)} disabled={!selectedId || busy}>
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{busy ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <Link2 className="h-3.5 w-3.5" />}
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Link Bill
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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function TxResultRow({ tx, onTrack }) {
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const dollars = (Math.abs(tx.amount) / 100).toFixed(2);
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const label = tx.payee || tx.description || tx.memo || '—';
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const account = tx.account_name || tx.data_source_name || null;
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const isMatched = tx.match_status === 'matched';
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const catalogMatch = tx.catalog_match;
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return (
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<div className="flex items-center gap-3 px-4 py-2.5 border-b border-border/30 last:border-0 hover:bg-muted/20 transition-colors">
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<div className="flex-1 min-w-0">
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<div className="flex flex-wrap items-center gap-1.5">
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<span className="text-sm font-medium truncate max-w-[200px]">{label}</span>
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{isMatched ? (
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<Badge className="shrink-0 border-emerald-400/25 bg-emerald-500/10 text-emerald-600 dark:text-emerald-400 gap-1 text-[10px]">
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<CheckCircle className="h-3 w-3" />
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{tx.matched_bill_name || 'Matched'}
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</Badge>
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) : (
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<Badge variant="outline" className="shrink-0 text-[10px] text-muted-foreground">Unmatched</Badge>
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)}
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{catalogMatch && (
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<Badge variant="outline" className="shrink-0 border-primary/25 bg-primary/10 text-primary text-[10px]">
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Known: {catalogMatch.name}
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</Badge>
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)}
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</div>
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<p className="text-[11px] text-muted-foreground mt-0.5">
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{tx.posted_date}{account ? ` · ${account}` : ''}
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{catalogMatch ? ` · ${TYPE_LABELS[catalogMatch.subscription_type] || 'Other'}` : ''}
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</p>
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</div>
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<span className="font-mono text-sm font-semibold tabular-nums shrink-0">${dollars}</span>
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{!isMatched && (
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<Button size="sm" variant="outline" onClick={() => onTrack(tx)}
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className="h-8 shrink-0 gap-1.5 px-2.5 text-xs">
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<Plus className="h-3 w-3" /> Track
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</Button>
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)}
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</div>
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);
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}
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|
|
function RecommendationIconButton({ label, icon: Icon, onClick, disabled, className, variant = 'outline' }) {
|
|
return (
|
|
<Tooltip>
|
|
<TooltipTrigger asChild>
|
|
<Button
|
|
type="button"
|
|
size="sm"
|
|
variant={variant}
|
|
className={cn('h-9 w-9 shrink-0 p-0', className)}
|
|
disabled={disabled}
|
|
onClick={onClick}
|
|
aria-label={label}
|
|
>
|
|
<Icon className="h-3.5 w-3.5" />
|
|
</Button>
|
|
</TooltipTrigger>
|
|
<TooltipContent>{label}</TooltipContent>
|
|
</Tooltip>
|
|
);
|
|
}
|
|
|
|
function RecommendationMoreMenu({ recommendation, existingBill, busy, onAccept, onDecline, onMatch, categoryId }) {
|
|
return (
|
|
<DropdownMenu>
|
|
<DropdownMenuTrigger asChild>
|
|
<Button
|
|
type="button"
|
|
size="sm"
|
|
variant="outline"
|
|
className="h-9 w-9 shrink-0 p-0"
|
|
disabled={busy}
|
|
aria-label="More recommendation actions"
|
|
>
|
|
<MoreHorizontal className="h-4 w-4" />
|
|
</Button>
|
|
</DropdownMenuTrigger>
|
|
<DropdownMenuContent align="end" className="w-48">
|
|
{existingBill && (
|
|
<DropdownMenuItem onSelect={() => onAccept({ ...recommendation, category_id: categoryId })}>
|
|
<CheckCircle2 className="h-4 w-4" />
|
|
Track as new
|
|
</DropdownMenuItem>
|
|
)}
|
|
<DropdownMenuItem onSelect={() => onMatch(recommendation)}>
|
|
<Link2 className="h-4 w-4" />
|
|
{existingBill ? 'Choose different bill' : 'Link existing bill'}
|
|
</DropdownMenuItem>
|
|
<DropdownMenuItem destructive onSelect={() => onDecline(recommendation)}>
|
|
<X className="h-4 w-4" />
|
|
Dismiss
|
|
</DropdownMenuItem>
|
|
</DropdownMenuContent>
|
|
</DropdownMenu>
|
|
);
|
|
}
|
|
|
|
function RecommendationCard({ recommendation, categoryId, onAccept, onDecline, onMatch, onQuickLink, onDetails, busy }) {
|
|
const identity = recommendation.evidence?.identity;
|
|
const amount = recommendation.evidence?.amount;
|
|
const cadence = recommendation.evidence?.cadence;
|
|
const amountRange = recommendation.evidence?.amount_range;
|
|
const ambiguity = recommendation.evidence?.ambiguity;
|
|
const existingBill = recommendation.existing_bill_match;
|
|
|
|
return (
|
|
<TooltipProvider delayDuration={180}>
|
|
<div className="rounded-lg border border-primary/20 bg-primary/[0.05] p-4">
|
|
<div className="space-y-3">
|
|
<div className="flex min-w-0 items-start justify-between gap-3">
|
|
<div className="min-w-0 flex-1">
|
|
<p className="truncate text-sm font-semibold text-foreground">{recommendation.name}</p>
|
|
<p className="mt-1 text-xs font-medium text-muted-foreground">
|
|
{TYPE_LABELS[recommendation.subscription_type] || 'Other'} · {recommendation.occurrence_count} charges · last seen {fmtDate(recommendation.last_seen_date)}
|
|
</p>
|
|
{recommendation.catalog_match?.starting_monthly_usd && (
|
|
<p className="mt-1 text-xs font-medium text-muted-foreground">
|
|
Catalog starts at {fmt(recommendation.catalog_match.starting_monthly_usd)} / mo
|
|
{recommendation.catalog_match.starting_annual_usd
|
|
? ` or ${fmt(recommendation.catalog_match.starting_annual_usd)} / yr`
|
|
: ''}
|
|
</p>
|
|
)}
|
|
{recommendation.accounts?.length > 0 && (
|
|
<p className="mt-1 truncate text-xs font-medium text-muted-foreground">
|
|
{recommendation.accounts.length > 1 ? 'Accounts' : 'Account'}: {recommendation.accounts.join(', ')}
|
|
</p>
|
|
)}
|
|
{existingBill && (
|
|
<p className="mt-1 truncate text-xs font-semibold text-primary">
|
|
Link to existing bill: {existingBill.name}
|
|
</p>
|
|
)}
|
|
</div>
|
|
<div className="shrink-0 text-right">
|
|
<p className="tracker-number text-base font-semibold text-foreground">{fmt(recommendation.expected_amount)}</p>
|
|
<p className="tracker-number text-xs font-semibold text-emerald-600 dark:text-emerald-300">
|
|
{fmt(recommendation.monthly_equivalent)} / mo
|
|
</p>
|
|
</div>
|
|
</div>
|
|
|
|
<div className="flex min-w-0 flex-wrap items-center gap-2">
|
|
<Badge variant="outline" className="border-primary/25 bg-primary/10 text-primary">
|
|
{recommendation.confidence}% match
|
|
</Badge>
|
|
{identity?.label && (
|
|
<Badge variant="outline" className="border-emerald-500/25 bg-emerald-500/10 text-emerald-600 dark:text-emerald-300">
|
|
{identity.label}
|
|
</Badge>
|
|
)}
|
|
{amount?.label && (
|
|
<Badge
|
|
variant="outline"
|
|
className={cn(
|
|
'text-[11px]',
|
|
amount.match === 'unusual'
|
|
? 'border-amber-500/25 bg-amber-500/10 text-amber-500'
|
|
: 'border-sky-500/25 bg-sky-500/10 text-sky-600 dark:text-sky-300',
|
|
)}
|
|
>
|
|
{amount.match === 'unusual' ? 'Unusual amount' : 'Price checked'}
|
|
</Badge>
|
|
)}
|
|
{cadence?.recurring && (
|
|
<Badge variant="outline" className="border-violet-500/25 bg-violet-500/10 text-violet-600 dark:text-violet-300">
|
|
Recurring
|
|
</Badge>
|
|
)}
|
|
{ambiguity?.ambiguous && (
|
|
<Badge variant="outline" className="gap-1 border-amber-500/25 bg-amber-500/10 text-amber-600 dark:text-amber-300">
|
|
<AlertTriangle className="h-3 w-3" />
|
|
Review
|
|
</Badge>
|
|
)}
|
|
{existingBill && (
|
|
<Badge variant="outline" className="border-primary/25 bg-primary/10 text-primary">
|
|
Existing bill
|
|
</Badge>
|
|
)}
|
|
{amountRange && amountRange.min !== amountRange.max && (
|
|
<span className="rounded-md border border-border/60 bg-background/60 px-2 py-1 text-[11px] font-medium text-muted-foreground">
|
|
Range {fmt(amountRange.min)}-{fmt(amountRange.max)}
|
|
</span>
|
|
)}
|
|
</div>
|
|
|
|
<div className="grid grid-cols-[minmax(0,1fr)_auto_auto] items-center gap-2">
|
|
<Button
|
|
type="button"
|
|
size="sm"
|
|
variant="default"
|
|
className="h-9 min-w-0 gap-2 px-3"
|
|
disabled={busy}
|
|
onClick={() => existingBill
|
|
? onQuickLink(recommendation, existingBill.id)
|
|
: onAccept({ ...recommendation, category_id: categoryId })}
|
|
>
|
|
{busy ? (
|
|
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
|
) : existingBill ? (
|
|
<Link2 className="h-3.5 w-3.5" />
|
|
) : (
|
|
<CheckCircle2 className="h-3.5 w-3.5" />
|
|
)}
|
|
<span className="min-w-0 truncate">
|
|
{existingBill ? 'Link Existing Bill' : 'Track Subscription'}
|
|
</span>
|
|
</Button>
|
|
<RecommendationIconButton
|
|
label="View recommendation details"
|
|
icon={Info}
|
|
disabled={busy}
|
|
onClick={() => onDetails(recommendation)}
|
|
/>
|
|
<RecommendationMoreMenu
|
|
recommendation={recommendation}
|
|
existingBill={existingBill}
|
|
busy={busy}
|
|
onAccept={onAccept}
|
|
onDecline={onDecline}
|
|
onMatch={onMatch}
|
|
categoryId={categoryId}
|
|
/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</TooltipProvider>
|
|
);
|
|
}
|
|
|
|
function EvidenceItem({ label, value, tone = 'default' }) {
|
|
if (!value) return null;
|
|
return (
|
|
<div className={cn(
|
|
'rounded-lg border px-3 py-2',
|
|
tone === 'warn'
|
|
? 'border-amber-500/25 bg-amber-500/10'
|
|
: 'border-border/60 bg-muted/20',
|
|
)}>
|
|
<p className="text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">{label}</p>
|
|
<p className="mt-1 text-sm font-medium text-foreground">{value}</p>
|
|
</div>
|
|
);
|
|
}
|
|
|
|
function RecommendationDetailsDialog({ open, recommendation, categoryId, onClose, onAccept, onDecline, onMatch, onQuickLink, busy }) {
|
|
if (!recommendation) return null;
|
|
|
|
const identity = recommendation.evidence?.identity;
|
|
const amount = recommendation.evidence?.amount;
|
|
const cadence = recommendation.evidence?.cadence;
|
|
const amountRange = recommendation.evidence?.amount_range;
|
|
const ambiguity = recommendation.evidence?.ambiguity;
|
|
const existingBill = recommendation.existing_bill_match;
|
|
const transactions = recommendation.transactions || [];
|
|
const handleAccept = async () => {
|
|
await onAccept({ ...recommendation, category_id: categoryId });
|
|
onClose();
|
|
};
|
|
const handleDecline = async () => {
|
|
await onDecline(recommendation);
|
|
onClose();
|
|
};
|
|
const handleMatch = () => {
|
|
onMatch(recommendation);
|
|
onClose();
|
|
};
|
|
const handleQuickLink = async () => {
|
|
if (!existingBill) return;
|
|
await onQuickLink(recommendation, existingBill.id);
|
|
onClose();
|
|
};
|
|
|
|
return (
|
|
<Dialog open={open} onOpenChange={value => { if (!value) onClose(); }}>
|
|
<DialogContent className="max-h-[90vh] overflow-y-auto sm:max-w-2xl">
|
|
<DialogHeader>
|
|
<DialogTitle className="flex flex-wrap items-center gap-2">
|
|
<span>{recommendation.name}</span>
|
|
<Badge variant="outline" className="border-primary/25 bg-primary/10 text-primary">
|
|
{recommendation.confidence}% match
|
|
</Badge>
|
|
{ambiguity?.ambiguous && (
|
|
<Badge variant="outline" className="gap-1 border-amber-500/25 bg-amber-500/10 text-amber-600 dark:text-amber-300">
|
|
<AlertTriangle className="h-3 w-3" />
|
|
Review
|
|
</Badge>
|
|
)}
|
|
{existingBill && (
|
|
<Badge variant="outline" className="border-primary/25 bg-primary/10 text-primary">
|
|
Existing bill
|
|
</Badge>
|
|
)}
|
|
</DialogTitle>
|
|
<p className="text-sm text-muted-foreground">
|
|
{TYPE_LABELS[recommendation.subscription_type] || 'Other'} · {recommendation.occurrence_count} charge{recommendation.occurrence_count !== 1 ? 's' : ''} · last seen {fmtDate(recommendation.last_seen_date)}
|
|
</p>
|
|
</DialogHeader>
|
|
|
|
<div className="grid gap-3 sm:grid-cols-2">
|
|
<EvidenceItem label="Expected" value={`${fmt(recommendation.expected_amount)} ${recommendation.cycle_type || 'monthly'}`} />
|
|
<EvidenceItem label="Monthly" value={`${fmt(recommendation.monthly_equivalent)} / mo`} />
|
|
<EvidenceItem label="Identity" value={identity?.label} />
|
|
<EvidenceItem label="Price" value={amount?.label} tone={amount?.match === 'unusual' ? 'warn' : 'default'} />
|
|
<EvidenceItem label="Cadence" value={cadence?.label} />
|
|
<EvidenceItem
|
|
label="Catalog"
|
|
value={recommendation.catalog_match
|
|
? [
|
|
recommendation.catalog_match.name,
|
|
recommendation.catalog_match.starting_monthly_usd ? `from ${fmt(recommendation.catalog_match.starting_monthly_usd)} / mo` : null,
|
|
].filter(Boolean).join(' · ')
|
|
: null}
|
|
/>
|
|
</div>
|
|
|
|
{amountRange && (
|
|
<div className="rounded-lg border border-border/60 bg-muted/20 px-3 py-2">
|
|
<p className="text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">Amount Range</p>
|
|
<p className="mt-1 text-sm font-medium text-foreground">
|
|
{fmt(amountRange.min)}-{fmt(amountRange.max)} across matching transactions
|
|
</p>
|
|
</div>
|
|
)}
|
|
|
|
{ambiguity?.ambiguous && (
|
|
<div className="rounded-lg border border-amber-500/25 bg-amber-500/10 px-3 py-2">
|
|
<p className="flex items-center gap-1.5 text-sm font-semibold text-amber-700 dark:text-amber-300">
|
|
<AlertTriangle className="h-4 w-4" />
|
|
{ambiguity.label || 'Review before tracking'}
|
|
</p>
|
|
{ambiguity.reasons?.length > 0 && (
|
|
<div className="mt-2 space-y-1 text-sm text-muted-foreground">
|
|
{ambiguity.reasons.map(reason => (
|
|
<p key={reason}>{reason}</p>
|
|
))}
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
|
|
{existingBill && (
|
|
<div className="rounded-lg border border-primary/25 bg-primary/10 px-3 py-2">
|
|
<p className="text-sm font-semibold text-primary">Recommended action: link existing bill</p>
|
|
<p className="mt-1 text-sm text-muted-foreground">
|
|
{existingBill.name} · {existingBill.expected_amount ? fmt(existingBill.expected_amount) : 'No amount'} · due day {existingBill.due_day || 'not set'}
|
|
</p>
|
|
{existingBill.reasons?.length > 0 && (
|
|
<div className="mt-2 space-y-1 text-sm text-muted-foreground">
|
|
{existingBill.reasons.map(reason => (
|
|
<p key={reason}>{reason}</p>
|
|
))}
|
|
</div>
|
|
)}
|
|
</div>
|
|
)}
|
|
|
|
{recommendation.reasons?.length > 0 && (
|
|
<div className="flex flex-wrap gap-2">
|
|
{recommendation.reasons.map(reason => (
|
|
<span key={reason} className="rounded-md border border-border/60 bg-background/60 px-2 py-1 text-[11px] font-medium text-muted-foreground">
|
|
{reason}
|
|
</span>
|
|
))}
|
|
</div>
|
|
)}
|
|
|
|
{transactions.length > 0 && (
|
|
<div className="overflow-hidden rounded-lg border border-border/60">
|
|
<div className="border-b border-border/50 bg-muted/20 px-3 py-2">
|
|
<p className="text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
|
|
Bank Transactions
|
|
</p>
|
|
</div>
|
|
<div className="divide-y divide-border/40">
|
|
{transactions.map(tx => (
|
|
<div key={tx.id} className="grid gap-1 px-3 py-2.5 sm:grid-cols-[1fr_auto] sm:items-center">
|
|
<div className="min-w-0">
|
|
<p className="truncate text-sm font-medium text-foreground">
|
|
{tx.payee || tx.description || tx.memo || 'Transaction'}
|
|
</p>
|
|
<p className="truncate text-xs text-muted-foreground">
|
|
{fmtDate(tx.date)}{tx.account ? ` · ${tx.account}` : ''}
|
|
</p>
|
|
</div>
|
|
<p className="tracker-number text-sm font-semibold text-foreground">{fmt(tx.amount)}</p>
|
|
</div>
|
|
))}
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
<DialogFooter className="flex-col-reverse gap-2 sm:flex-row sm:items-center sm:justify-between">
|
|
<Button variant="ghost" onClick={handleDecline} disabled={busy} className="gap-1.5 text-muted-foreground hover:text-destructive">
|
|
{busy ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <X className="h-3.5 w-3.5" />}
|
|
Dismiss
|
|
</Button>
|
|
<div className="flex flex-col-reverse gap-2 sm:flex-row">
|
|
{existingBill && (
|
|
<Button variant="outline" onClick={handleAccept} disabled={busy} className="gap-1.5">
|
|
<CheckCircle2 className="h-3.5 w-3.5" />
|
|
Track New
|
|
</Button>
|
|
)}
|
|
<Button variant="outline" onClick={handleMatch} disabled={busy} className="gap-1.5">
|
|
<Link2 className="h-3.5 w-3.5" />
|
|
{existingBill ? 'Choose Bill' : 'Link Existing'}
|
|
</Button>
|
|
<Button variant="default" onClick={existingBill ? handleQuickLink : handleAccept} disabled={busy} className="gap-2">
|
|
{busy ? (
|
|
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
|
) : existingBill ? (
|
|
<Link2 className="h-3.5 w-3.5" />
|
|
) : (
|
|
<CheckCircle2 className="h-3.5 w-3.5" />
|
|
)}
|
|
{existingBill ? 'Link Existing' : 'Track Subscription'}
|
|
</Button>
|
|
</div>
|
|
</DialogFooter>
|
|
</DialogContent>
|
|
</Dialog>
|
|
);
|
|
}
|
|
|
|
export default function SubscriptionsPage() {
|
|
const [data, setData] = useState({ summary: {}, subscriptions: [] });
|
|
const [recommendations, setRecommendations] = useState([]);
|
|
const [categories, setCategories] = useState([]);
|
|
const [bills, setBills] = useState([]);
|
|
const [loading, setLoading] = useState(true);
|
|
const [recommendationsLoading, setRecommendationsLoading] = useState(true);
|
|
const [busyId, setBusyId] = useState(null);
|
|
const [modal, setModal] = useState(null);
|
|
const [matchTarget, setMatchTarget] = useState(null);
|
|
const [detailsTarget, setDetailsTarget] = useState(null);
|
|
const [recSearch, setRecSearch] = useState('');
|
|
const [subscriptionSort, setSubscriptionSort] = useState(() => (
|
|
localStorage.getItem(SUBSCRIPTION_SORT_KEY) === 'cadence' ? 'cadence' : 'custom'
|
|
));
|
|
const [draggingId, setDraggingId] = useState(null);
|
|
const [dropTargetId, setDropTargetId] = useState(null);
|
|
const [movingBillId, setMovingBillId] = useState(null);
|
|
|
|
const [txQuery, setTxQuery] = useState('');
|
|
const [txResults, setTxResults] = useState([]);
|
|
const [txSearching, setTxSearching] = useState(false);
|
|
const [importDialog, setImportDialog] = useState(null); // { billId, billName }
|
|
const txDebounce = useRef(null);
|
|
|
|
const subscriptionCategoryId = useMemo(() => {
|
|
const match = categories.find(category => /subscrip/i.test(category.name));
|
|
return match?.id || null;
|
|
}, [categories]);
|
|
|
|
const load = useCallback(async () => {
|
|
setLoading(true);
|
|
try {
|
|
const [subscriptionData, categoryData] = await Promise.all([
|
|
api.subscriptions(),
|
|
api.categories(),
|
|
]);
|
|
setData(subscriptionData);
|
|
setCategories(categoryData || []);
|
|
} catch (err) {
|
|
toast.error(err.message || 'Failed to load subscriptions.');
|
|
} finally {
|
|
setLoading(false);
|
|
}
|
|
}, []);
|
|
|
|
const loadRecommendations = useCallback(async () => {
|
|
setRecommendationsLoading(true);
|
|
try {
|
|
const result = await api.subscriptionRecommendations();
|
|
setRecommendations(result.recommendations || []);
|
|
} catch (err) {
|
|
toast.error(err.message || 'Failed to scan subscription recommendations.');
|
|
} finally {
|
|
setRecommendationsLoading(false);
|
|
}
|
|
}, []);
|
|
|
|
useEffect(() => {
|
|
load();
|
|
loadRecommendations();
|
|
api.allBills()
|
|
.then(b => setBills(Array.isArray(b) ? b : []))
|
|
.catch(err => {
|
|
console.error('[SubscriptionsPage] failed to load bills', err);
|
|
toast.error(err.message || 'Bills could not be loaded for subscription linking.');
|
|
});
|
|
}, [load, loadRecommendations]);
|
|
|
|
useEffect(() => {
|
|
localStorage.setItem(SUBSCRIPTION_SORT_KEY, subscriptionSort);
|
|
}, [subscriptionSort]);
|
|
|
|
useEffect(() => {
|
|
clearTimeout(txDebounce.current);
|
|
const q = txQuery.trim();
|
|
if (!q) { setTxResults([]); return; }
|
|
txDebounce.current = setTimeout(async () => {
|
|
setTxSearching(true);
|
|
try {
|
|
const result = await api.subscriptionTransactionMatches({ q, limit: 50 });
|
|
setTxResults(Array.isArray(result) ? result : (result?.transactions ?? []));
|
|
} catch (err) {
|
|
setTxResults([]);
|
|
toast.error(err.message || 'Transaction search failed.');
|
|
}
|
|
finally { setTxSearching(false); }
|
|
}, 300);
|
|
return () => clearTimeout(txDebounce.current);
|
|
}, [txQuery]);
|
|
|
|
async function refreshAll() {
|
|
await Promise.all([load(), loadRecommendations()]);
|
|
}
|
|
|
|
async function toggleSubscription(item) {
|
|
setBusyId(`toggle-${item.id}`);
|
|
try {
|
|
await api.updateSubscription(item.id, { active: !item.active });
|
|
toast.success(item.active ? 'Subscription paused' : 'Subscription resumed');
|
|
await load();
|
|
} catch (err) {
|
|
toast.error(err.message || 'Subscription could not be updated.');
|
|
} finally {
|
|
setBusyId(null);
|
|
}
|
|
}
|
|
|
|
async function acceptRecommendation(recommendation) {
|
|
setBusyId(`rec-${recommendation.id}`);
|
|
try {
|
|
const created = await api.createSubscriptionFromRecommendation(recommendation);
|
|
toast.success(`${recommendation.name} is now tracked.`);
|
|
await refreshAll();
|
|
if (getLinkImportPref() && recommendation.merchant && created?.id) {
|
|
setImportDialog({ billId: created.id, billName: created.name || recommendation.name });
|
|
}
|
|
} catch (err) {
|
|
toast.error(err.message || 'Could not create subscription.');
|
|
} finally {
|
|
setBusyId(null);
|
|
}
|
|
}
|
|
|
|
async function declineRecommendation(recommendation) {
|
|
if (!recommendation.decline_key) return;
|
|
setBusyId(`dec-${recommendation.id}`);
|
|
try {
|
|
await api.declineRecommendation(recommendation);
|
|
setRecommendations(prev => prev.filter(r => r.id !== recommendation.id));
|
|
} catch (err) {
|
|
toast.error(err.message || 'Could not dismiss recommendation.');
|
|
} finally {
|
|
setBusyId(null);
|
|
}
|
|
}
|
|
|
|
async function linkRecommendationToBill(recommendation, billId) {
|
|
if (!recommendation || !billId) return;
|
|
setBusyId(`match-${recommendation.id}`);
|
|
try {
|
|
const result = await api.matchRecommendationToBill(
|
|
recommendation.transaction_ids,
|
|
billId,
|
|
recommendation.merchant,
|
|
recommendation.catalog_match?.id,
|
|
recommendation.confidence,
|
|
);
|
|
toast.success(`Linked ${result.matched_count} transaction${result.matched_count !== 1 ? 's' : ''} to "${result.bill_name}".`);
|
|
setMatchTarget(null);
|
|
setRecommendations(prev => prev.filter(r => r.id !== recommendation.id));
|
|
if (getLinkImportPref() && recommendation.merchant) {
|
|
setImportDialog({ billId, billName: result.bill_name || recommendation.name });
|
|
}
|
|
} catch (err) {
|
|
toast.error(err.message || 'Could not link recommendation to bill.');
|
|
} finally {
|
|
setBusyId(null);
|
|
}
|
|
}
|
|
|
|
async function matchRecommendationToBill(billId) {
|
|
await linkRecommendationToBill(matchTarget, billId);
|
|
}
|
|
|
|
function applySavedBillToPage(savedBill) {
|
|
if (!savedBill?.id) return;
|
|
const decorated = decorateSavedSubscriptionBill(savedBill, categories);
|
|
|
|
setBills(prev => {
|
|
const current = Array.isArray(prev) ? prev : [];
|
|
const exists = current.some(item => Number(item.id) === Number(savedBill.id));
|
|
return exists
|
|
? current.map(item => Number(item.id) === Number(savedBill.id) ? { ...item, ...savedBill } : item)
|
|
: [...current, savedBill];
|
|
});
|
|
|
|
setData(prev => {
|
|
const current = prev.subscriptions || [];
|
|
const exists = current.some(item => Number(item.id) === Number(savedBill.id));
|
|
const nextSubscriptions = decorated.is_subscription
|
|
? exists
|
|
? current.map(item => Number(item.id) === Number(savedBill.id) ? { ...item, ...decorated } : item)
|
|
: [...current, decorated]
|
|
: current.filter(item => Number(item.id) !== Number(savedBill.id));
|
|
|
|
return {
|
|
...prev,
|
|
subscriptions: nextSubscriptions,
|
|
summary: subscriptionSummaryFromList(nextSubscriptions),
|
|
};
|
|
});
|
|
}
|
|
|
|
function handleBillModalSave(savedBill) {
|
|
if (!savedBill?.id) return;
|
|
applySavedBillToPage(savedBill);
|
|
}
|
|
|
|
function openManualSubscription() {
|
|
setModal({
|
|
bill: null,
|
|
initialBill: {
|
|
name: '',
|
|
category_id: subscriptionCategoryId,
|
|
due_day: new Date().getDate(),
|
|
expected_amount: '',
|
|
billing_cycle: 'monthly',
|
|
cycle_type: 'monthly',
|
|
cycle_day: String(new Date().getDate()),
|
|
is_subscription: 1,
|
|
subscription_type: 'other',
|
|
reminder_days_before: 3,
|
|
},
|
|
});
|
|
}
|
|
|
|
function openFromTransaction(tx) {
|
|
const catalogMatch = tx.catalog_match;
|
|
const label = catalogMatch?.name || tx.payee || tx.description || tx.memo || '';
|
|
const dollars = Math.abs(tx.amount ?? 0) / 100;
|
|
const rawDay = tx.posted_date ? new Date(tx.posted_date + 'T12:00:00').getDate() : NaN;
|
|
const dueDay = Number.isInteger(rawDay) && rawDay >= 1 && rawDay <= 31 ? rawDay : new Date().getDate();
|
|
setModal({
|
|
bill: null,
|
|
initialBill: {
|
|
name: label,
|
|
category_id: subscriptionCategoryId,
|
|
due_day: dueDay,
|
|
expected_amount: dollars > 0 ? dollars.toFixed(2) : '',
|
|
cycle_type: 'monthly',
|
|
is_subscription: 1,
|
|
subscription_type: catalogMatch?.subscription_type || 'other',
|
|
website: catalogMatch?.website || undefined,
|
|
notes: catalogMatch
|
|
? `Matched known subscription catalog entry: ${catalogMatch.name}`
|
|
: undefined,
|
|
reminder_days_before: 3,
|
|
},
|
|
});
|
|
}
|
|
|
|
const summary = data.summary || {};
|
|
const subscriptions = data.subscriptions || [];
|
|
const active = subscriptions.filter(item => item.active);
|
|
const paused = subscriptions.filter(item => !item.active);
|
|
const sortedActive = useMemo(
|
|
() => subscriptionSort === 'cadence' ? sortSubscriptionsByCadence(active) : active,
|
|
[active, subscriptionSort],
|
|
);
|
|
const sortedPaused = useMemo(
|
|
() => subscriptionSort === 'cadence' ? sortSubscriptionsByCadence(paused) : paused,
|
|
[paused, subscriptionSort],
|
|
);
|
|
const reorderEnabled = !loading && bills.length > 0 && subscriptionSort === 'custom';
|
|
|
|
async function persistSubscriptionOrder(nextSubscriptions, nextBills, movedId) {
|
|
setData(prev => ({ ...prev, subscriptions: nextSubscriptions }));
|
|
setBills(nextBills);
|
|
setMovingBillId(movedId);
|
|
try {
|
|
await api.reorderBills(reorderPayload(nextBills));
|
|
toast.success('Subscription order saved');
|
|
await load();
|
|
api.allBills().then(b => setBills(Array.isArray(b) ? b : [])).catch(err => console.error('[SubscriptionsPage] failed to refresh bills after reorder', err));
|
|
} catch (err) {
|
|
toast.error(err.message || 'Failed to save subscription order');
|
|
await load();
|
|
} finally {
|
|
setMovingBillId(null);
|
|
}
|
|
}
|
|
|
|
function reorderSubscriptionGroup(activeState, orderedGroup) {
|
|
const sourceGroup = subscriptions.filter(item => !!item.active === activeState);
|
|
const replacements = [...orderedGroup];
|
|
const nextSubscriptions = subscriptions.map(item => (
|
|
!!item.active === activeState ? replacements.shift() : item
|
|
));
|
|
|
|
const sourceBills = bills.length ? bills : subscriptions;
|
|
const affectedIds = new Set(sourceGroup.map(item => item.id));
|
|
const billById = new Map(sourceBills.map(item => [item.id, item]));
|
|
const orderedBills = orderedGroup.map(item => ({ ...(billById.get(item.id) || item), ...item }));
|
|
const nextBills = sourceBills.map(bill => (
|
|
affectedIds.has(bill.id) ? orderedBills.shift() : bill
|
|
));
|
|
persistSubscriptionOrder(nextSubscriptions, nextBills, movedItemId(sourceGroup, orderedGroup));
|
|
}
|
|
|
|
function moveControlsForGroup(group, activeState) {
|
|
return (item, index) => ({
|
|
enabled: reorderEnabled,
|
|
moving: movingBillId === item.id,
|
|
canMoveUp: index > 0,
|
|
canMoveDown: index < group.length - 1,
|
|
onMoveUp: () => reorderSubscriptionGroup(activeState, moveInArray(group, index, index - 1)),
|
|
onMoveDown: () => reorderSubscriptionGroup(activeState, moveInArray(group, index, index + 1)),
|
|
});
|
|
}
|
|
|
|
function dragPropsForGroup(group, activeState) {
|
|
return (item, index) => {
|
|
if (!reorderEnabled) return { draggable: false };
|
|
return {
|
|
draggable: true,
|
|
isDragging: draggingId === item.id,
|
|
isDropTarget: dropTargetId === item.id && draggingId !== item.id,
|
|
onDragStart: (event) => {
|
|
setDraggingId(item.id);
|
|
event.dataTransfer.effectAllowed = 'move';
|
|
event.dataTransfer.setData('text/plain', String(item.id));
|
|
},
|
|
onDragEnter: () => {
|
|
if (draggingId && draggingId !== item.id) setDropTargetId(item.id);
|
|
},
|
|
onDragOver: (event) => {
|
|
event.preventDefault();
|
|
event.dataTransfer.dropEffect = 'move';
|
|
if (draggingId && draggingId !== item.id) setDropTargetId(item.id);
|
|
},
|
|
onDrop: (event) => {
|
|
event.preventDefault();
|
|
const sourceId = Number(event.dataTransfer.getData('text/plain') || draggingId);
|
|
const fromIndex = group.findIndex(row => row.id === sourceId);
|
|
if (fromIndex >= 0) reorderSubscriptionGroup(activeState, moveInArray(group, fromIndex, index));
|
|
setDraggingId(null);
|
|
setDropTargetId(null);
|
|
},
|
|
onDragEnd: () => {
|
|
setDraggingId(null);
|
|
setDropTargetId(null);
|
|
},
|
|
};
|
|
};
|
|
}
|
|
|
|
const MIN_CONFIDENCE = 90;
|
|
const highConfidenceRecs = useMemo(
|
|
() => recommendations.filter(r => r.catalog_match && (r.confidence ?? 0) >= MIN_CONFIDENCE),
|
|
[recommendations],
|
|
);
|
|
const filteredRecs = useMemo(() => {
|
|
const q = recSearch.trim().toLowerCase();
|
|
return q ? highConfidenceRecs.filter(r => r.name?.toLowerCase().includes(q)) : highConfidenceRecs;
|
|
}, [highConfidenceRecs, recSearch]);
|
|
|
|
function renderSubscriptionRows(group, activeState) {
|
|
if (subscriptionSort !== 'cadence') {
|
|
return group.map((item, index) => (
|
|
<SubscriptionRow
|
|
key={item.id}
|
|
item={item}
|
|
onEdit={bill => setModal({ bill })}
|
|
onToggle={toggleSubscription}
|
|
busy={busyId === `toggle-${item.id}`}
|
|
moveControls={moveControlsForGroup(group, activeState)(item, index)}
|
|
dragProps={dragPropsForGroup(group, activeState)(item, index)}
|
|
/>
|
|
));
|
|
}
|
|
|
|
return CADENCE_ORDER.flatMap(cadence => {
|
|
const cadenceItems = group.filter(item => normalizedCadence(item) === cadence);
|
|
if (cadenceItems.length === 0) return [];
|
|
return [
|
|
<div
|
|
key={`${activeState ? 'active' : 'paused'}-${cadence}-heading`}
|
|
className="border-b border-border/40 bg-muted/20 px-4 py-2"
|
|
>
|
|
<div className="flex items-center justify-between gap-3">
|
|
<p className="text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
|
|
{CADENCE_LABELS[cadence]}
|
|
</p>
|
|
<span className="text-[11px] font-medium text-muted-foreground tabular-nums">
|
|
{cadenceItems.length}
|
|
</span>
|
|
</div>
|
|
</div>,
|
|
...cadenceItems.map((item, index) => (
|
|
<SubscriptionRow
|
|
key={item.id}
|
|
item={item}
|
|
onEdit={bill => setModal({ bill })}
|
|
onToggle={toggleSubscription}
|
|
busy={busyId === `toggle-${item.id}`}
|
|
moveControls={moveControlsForGroup(cadenceItems, activeState)(item, index)}
|
|
dragProps={dragPropsForGroup(cadenceItems, activeState)(item, index)}
|
|
/>
|
|
)),
|
|
];
|
|
});
|
|
}
|
|
|
|
return (
|
|
<div className="mx-auto w-full max-w-6xl space-y-6">
|
|
<div className="flex flex-col gap-4 lg:flex-row lg:items-end lg:justify-between">
|
|
<div className="min-w-0">
|
|
<p className="mb-1 text-[11px] font-semibold uppercase tracking-[0.15em] text-muted-foreground">
|
|
Recurring Services
|
|
</p>
|
|
<h1 className="text-3xl font-semibold tracking-tight">Subscriptions</h1>
|
|
<p className="mt-1 text-sm text-muted-foreground">
|
|
Track manual subscriptions and review recurring SimpleFIN charges.
|
|
</p>
|
|
</div>
|
|
<div className="grid grid-cols-2 gap-2 sm:flex sm:flex-wrap">
|
|
<Button type="button" variant="outline" className="h-9 gap-2" onClick={refreshAll} disabled={loading || recommendationsLoading}>
|
|
<RefreshCw className={cn('h-4 w-4', (loading || recommendationsLoading) && 'animate-spin')} />
|
|
Refresh
|
|
</Button>
|
|
<Button type="button" className="h-9 gap-2" onClick={openManualSubscription}>
|
|
<Plus className="h-4 w-4" />
|
|
Add Subscription
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
|
|
<div className="grid gap-3 sm:grid-cols-2 xl:grid-cols-4">
|
|
<StatCard icon={Repeat} label="Monthly" value={fmt(summary.monthly_total)} hint={`${summary.active_count || 0} active subscriptions`} />
|
|
<StatCard icon={CalendarDays} label="Yearly" value={fmt(summary.yearly_total)} hint="Normalized yearly impact" />
|
|
<StatCard icon={Pause} label="Paused" value={summary.paused_count || 0} hint="Kept but not active" />
|
|
<StatCard icon={Cloud} label="Top Type" value={summary.top_type ? TYPE_LABELS[summary.top_type.type] || summary.top_type.type : '—'} hint={summary.top_type ? `${fmt(summary.top_type.monthly_total)} / mo` : 'No active subscriptions'} />
|
|
</div>
|
|
|
|
<div className="grid min-w-0 gap-5 2xl:grid-cols-[minmax(0,1fr)_minmax(360px,420px)]">
|
|
<Card className="overflow-hidden">
|
|
<CardHeader className="px-4 pb-3 sm:px-6">
|
|
<div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
|
|
<div className="min-w-0">
|
|
<CardTitle className="text-base">Tracked Subscriptions</CardTitle>
|
|
<CardDescription>Subscriptions are bills with recurring-service metadata.</CardDescription>
|
|
</div>
|
|
<div className="grid grid-cols-2 rounded-lg border border-border/60 bg-muted/30 p-1">
|
|
<SortModeButton
|
|
active={subscriptionSort === 'custom'}
|
|
onClick={() => setSubscriptionSort('custom')}
|
|
>
|
|
Custom
|
|
</SortModeButton>
|
|
<SortModeButton
|
|
active={subscriptionSort === 'cadence'}
|
|
onClick={() => setSubscriptionSort('cadence')}
|
|
>
|
|
Cadence
|
|
</SortModeButton>
|
|
</div>
|
|
</div>
|
|
</CardHeader>
|
|
<CardContent className="p-0">
|
|
{loading ? (
|
|
<div className="p-4">
|
|
{Array.from({ length: 4 }).map((_, index) => (
|
|
<div key={index} className="mb-2 h-20 animate-pulse rounded-lg bg-muted/40" />
|
|
))}
|
|
</div>
|
|
) : subscriptions.length === 0 ? (
|
|
<div className="px-4 py-14 text-center">
|
|
<Repeat className="mx-auto h-8 w-8 text-muted-foreground" />
|
|
<p className="mt-3 text-sm font-medium">No subscriptions tracked yet.</p>
|
|
<p className="mt-1 text-sm text-muted-foreground">Add one manually or accept a SimpleFIN recommendation.</p>
|
|
</div>
|
|
) : (
|
|
<>
|
|
{renderSubscriptionRows(sortedActive, true)}
|
|
{renderSubscriptionRows(sortedPaused, false)}
|
|
</>
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
|
|
<Card className="overflow-hidden">
|
|
<CardHeader className="px-4 pb-3 sm:px-6">
|
|
<div className="flex items-center gap-2">
|
|
<Sparkles className="h-4 w-4 text-primary" />
|
|
<CardTitle className="text-base">Recommendations</CardTitle>
|
|
{!recommendationsLoading && highConfidenceRecs.length > 0 && (
|
|
<span className="ml-auto text-[11px] font-medium text-muted-foreground tabular-nums">
|
|
{filteredRecs.length} of {highConfidenceRecs.length}
|
|
</span>
|
|
)}
|
|
</div>
|
|
<CardDescription>Known subscription services found in your bank transactions with 90%+ confidence.</CardDescription>
|
|
{!recommendationsLoading && highConfidenceRecs.length > 0 && (
|
|
<div className="relative mt-2">
|
|
<Search className="absolute left-2.5 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted-foreground pointer-events-none" />
|
|
<Input
|
|
type="search"
|
|
placeholder="Search recommendations…"
|
|
value={recSearch}
|
|
onChange={e => setRecSearch(e.target.value)}
|
|
className="pl-8 h-8 text-sm"
|
|
/>
|
|
</div>
|
|
)}
|
|
</CardHeader>
|
|
<CardContent className="space-y-3">
|
|
{recommendationsLoading ? (
|
|
<div className="rounded-lg border border-border/60 bg-muted/20 px-4 py-10 text-center text-sm text-muted-foreground">
|
|
Scanning transactions…
|
|
</div>
|
|
) : highConfidenceRecs.length === 0 ? (
|
|
<div className="rounded-lg border border-dashed border-border/70 px-4 py-10 text-center">
|
|
<Bell className="mx-auto h-7 w-7 text-muted-foreground" />
|
|
<p className="mt-3 text-sm font-medium">No high-confidence recommendations.</p>
|
|
<p className="mt-1 text-sm text-muted-foreground">
|
|
{recommendations.length > 0
|
|
? 'More account activity or stronger descriptors will improve accuracy.'
|
|
: 'Sync your accounts after charges from known subscription services appear.'}
|
|
</p>
|
|
</div>
|
|
) : filteredRecs.length === 0 ? (
|
|
<div className="rounded-lg border border-dashed border-border/70 px-4 py-8 text-center">
|
|
<Search className="mx-auto h-6 w-6 text-muted-foreground" />
|
|
<p className="mt-3 text-sm font-medium">No matches for "{recSearch}"</p>
|
|
<button
|
|
type="button"
|
|
className="mt-1 text-xs text-primary hover:underline"
|
|
onClick={() => setRecSearch('')}
|
|
>
|
|
Clear search
|
|
</button>
|
|
</div>
|
|
) : (
|
|
filteredRecs.map(recommendation => (
|
|
<RecommendationCard
|
|
key={recommendation.id}
|
|
recommendation={recommendation}
|
|
categoryId={subscriptionCategoryId}
|
|
busy={busyId === `rec-${recommendation.id}` || busyId === `dec-${recommendation.id}` || busyId === `match-${recommendation.id}`}
|
|
onAccept={acceptRecommendation}
|
|
onDecline={declineRecommendation}
|
|
onMatch={rec => setMatchTarget(rec)}
|
|
onQuickLink={linkRecommendationToBill}
|
|
onDetails={setDetailsTarget}
|
|
/>
|
|
))
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
</div>
|
|
|
|
{/* Transaction search */}
|
|
<Card className="overflow-hidden">
|
|
<CardHeader className="px-4 pb-3 sm:px-6">
|
|
<div className="flex items-center gap-2">
|
|
<Search className="h-4 w-4 text-primary" />
|
|
<CardTitle className="text-base">Search Bank Transactions</CardTitle>
|
|
</div>
|
|
<CardDescription>
|
|
Search all account charges — matched and unmatched — to find subscriptions the algorithm may have missed.
|
|
</CardDescription>
|
|
<div className="relative mt-2">
|
|
<Search className="absolute left-2.5 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted-foreground pointer-events-none" />
|
|
<Input
|
|
type="search"
|
|
placeholder="Search by merchant, description, or payee…"
|
|
value={txQuery}
|
|
onChange={e => setTxQuery(e.target.value)}
|
|
className="pl-8 h-9 text-sm"
|
|
autoComplete="off"
|
|
/>
|
|
</div>
|
|
</CardHeader>
|
|
|
|
{(txQuery.trim() || txSearching) && (
|
|
<CardContent className="p-0">
|
|
{txSearching ? (
|
|
<div className="flex items-center justify-center gap-2 py-8 text-sm text-muted-foreground">
|
|
<Loader2 className="h-4 w-4 animate-spin" />
|
|
Searching transactions…
|
|
</div>
|
|
) : txResults.length === 0 ? (
|
|
<div className="px-4 py-8 text-center">
|
|
<Search className="mx-auto h-7 w-7 text-muted-foreground" />
|
|
<p className="mt-3 text-sm font-medium">No transactions found for "{txQuery}"</p>
|
|
<p className="mt-1 text-xs text-muted-foreground">Try a different merchant name or description.</p>
|
|
</div>
|
|
) : (
|
|
<div>
|
|
<div className="px-4 py-2 border-b border-border/40 bg-muted/20">
|
|
<p className="text-[11px] font-semibold uppercase tracking-wider text-muted-foreground">
|
|
{txResults.length} result{txResults.length !== 1 ? 's' : ''}
|
|
{txResults.length === 50 ? ' (showing first 50)' : ''}
|
|
</p>
|
|
</div>
|
|
{txResults.map(tx => (
|
|
<TxResultRow key={tx.id} tx={tx} onTrack={openFromTransaction} />
|
|
))}
|
|
</div>
|
|
)}
|
|
</CardContent>
|
|
)}
|
|
</Card>
|
|
|
|
<Card className="overflow-hidden">
|
|
<CardHeader className="px-4 pb-3 sm:px-6">
|
|
<div className="flex items-center gap-2">
|
|
<Link2 className="h-4 w-4 text-primary" />
|
|
<CardTitle className="text-base">Improve Matching</CardTitle>
|
|
</div>
|
|
<CardDescription>
|
|
Manage known services, catalog links, and custom bank descriptors on a dedicated page.
|
|
</CardDescription>
|
|
</CardHeader>
|
|
<CardContent className="flex flex-col gap-3 px-4 pb-4 sm:flex-row sm:items-center sm:justify-between sm:px-6">
|
|
<p className="text-sm text-muted-foreground">
|
|
Use the service catalog when a recommendation names the wrong service, a bill needs a catalog link, or your bank uses a custom descriptor.
|
|
</p>
|
|
<Button asChild type="button" variant="outline" className="h-9 shrink-0 gap-2">
|
|
<Link to="/subscriptions/catalog">
|
|
<Link2 className="h-4 w-4" />
|
|
Service Catalog
|
|
</Link>
|
|
</Button>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{modal && (
|
|
<BillModal
|
|
key={modal.bill?.id ? `subscription-edit-${modal.bill.id}` : 'subscription-new'}
|
|
bill={modal.bill}
|
|
initialBill={modal.initialBill}
|
|
categories={categories}
|
|
onClose={() => setModal(null)}
|
|
onSave={handleBillModalSave}
|
|
/>
|
|
)}
|
|
|
|
<RecommendationDetailsDialog
|
|
open={!!detailsTarget}
|
|
recommendation={detailsTarget}
|
|
categoryId={subscriptionCategoryId}
|
|
onClose={() => setDetailsTarget(null)}
|
|
onAccept={acceptRecommendation}
|
|
onDecline={declineRecommendation}
|
|
onMatch={rec => setMatchTarget(rec)}
|
|
onQuickLink={linkRecommendationToBill}
|
|
busy={detailsTarget ? (
|
|
busyId === `rec-${detailsTarget.id}`
|
|
|| busyId === `dec-${detailsTarget.id}`
|
|
|| busyId === `match-${detailsTarget.id}`
|
|
) : false}
|
|
/>
|
|
|
|
<BillPickerDialog
|
|
open={!!matchTarget}
|
|
onClose={() => setMatchTarget(null)}
|
|
recommendation={matchTarget}
|
|
bills={bills}
|
|
onConfirm={matchRecommendationToBill}
|
|
busy={!!busyId?.startsWith('match-')}
|
|
/>
|
|
|
|
<BillHistoricalImportDialog
|
|
billId={importDialog?.billId}
|
|
billName={importDialog?.billName}
|
|
open={!!importDialog}
|
|
onClose={() => setImportDialog(null)}
|
|
onImported={() => { setImportDialog(null); refreshAll(); }}
|
|
/>
|
|
</div>
|
|
);
|
|
}
|