1436 lines
64 KiB
JavaScript
1436 lines
64 KiB
JavaScript
import React, { useState, useEffect, useRef, useMemo } from 'react';
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import { toast } from 'sonner';
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import {
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Upload, FileSpreadsheet, AlertTriangle, CheckCircle2, CheckCheck,
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Loader2, RefreshCw, ChevronDown, ChevronUp, SkipForward, Plus,
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List, Building2, ChevronLeft, FileText, XCircle, Sparkles,
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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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import {
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AlertDialog, AlertDialogAction, AlertDialogCancel, AlertDialogContent,
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AlertDialogDescription, AlertDialogFooter, AlertDialogHeader, AlertDialogTitle,
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AlertDialogTrigger,
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} from '@/components/ui/alert-dialog';
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import { SectionCard, CountPill, fmt, importErrorState } from './dataShared';
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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 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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function WorkbookSummaryCard({ workbook }) {
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const isMulti = workbook.parse_mode === 'all_sheets';
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return (
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<div className="rounded-lg border border-border bg-muted/30 p-4 mb-4 space-y-3">
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<div className="flex items-center justify-between flex-wrap gap-2">
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<p className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">Workbook Summary</p>
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<span className="text-xs text-muted-foreground">
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{isMulti ? `${workbook.total_row_count} rows across ${workbook.sheet_names.length} tabs` : `${workbook.row_count} rows · ${workbook.selected_sheet}`}
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</span>
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</div>
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{isMulti && workbook.sheets?.length > 0 && (
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<div className="grid grid-cols-1 sm:grid-cols-2 gap-1.5">
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{workbook.sheets.map(s => (
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<div key={s.name} className={cn(
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'flex items-center justify-between rounded px-3 py-1.5 text-xs',
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s.is_non_month_sheet || s.status === 'skipped' ? 'bg-muted/50 text-muted-foreground/60' : 'bg-background border border-border/60'
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)}>
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<span className="font-medium truncate mr-2">{s.name}</span>
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<div className="flex items-center gap-2 shrink-0">
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{s.detected_year && s.detected_month && (
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<span className="tabular-nums text-muted-foreground">
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{String(s.detected_month).padStart(2,'0')}/{s.detected_year}
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</span>
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)}
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<SheetStatusBadge status={s.status} />
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{s.status !== 'skipped' && <span className="text-muted-foreground">{s.row_count} rows</span>}
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</div>
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</div>
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))}
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</div>
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)}
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</div>
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);
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}
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// ─── XLSX Import: Row Decision Controls ──────────────────────────────────────
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const ACTIONS_NEEDING_BILL = new Set(['match_existing_bill','update_monthly_state','add_monthly_note','create_payment']);
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function RowDecisionRow({ row, decision, onDecisionChange, allBills, categories, selected, onSelectedChange }) {
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const [expanded, setExpanded] = useState(row.requires_user_decision || !decision?.action);
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const action = decision?.action ?? null;
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const isSkip = action === 'skip_row';
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const hasError = row.errors?.length > 0;
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const complete = isDecisionComplete(action, decision);
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const rec = row.recommendation || {};
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const suggestedBills = row.possible_bill_matches ?? [];
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const suggestedIds = new Set(suggestedBills.map(b => b.bill_id));
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const otherBills = allBills.filter(b => !suggestedIds.has(b.id));
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const handleAction = (val) => {
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const next = { ...decision, action: val };
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if (val === 'create_new_bill') {
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Object.assign(next, buildCreateNewDecision(row, decision));
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} else if (ACTIONS_NEEDING_BILL.has(val)) {
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next.bill_name = null;
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next.bill_id = decision?.bill_id ?? decision?.previous_match_bill_id ?? rec.bill_id ?? suggestedBills[0]?.bill_id ?? null;
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next.actual_amount = decision?.actual_amount ?? rec.actual_amount ?? row.detected_amount ?? null;
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next.payment_amount = decision?.payment_amount ?? rec.payment_amount ?? row.detected_payment_amount ?? null;
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next.payment_date = decision?.payment_date ?? rec.payment_date ?? row.detected_paid_date ?? null;
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} else {
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next.bill_id = null;
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next.bill_name = null;
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}
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onDecisionChange(row.row_id, next);
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if (val === 'skip_row') setExpanded(false);
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};
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const handleBill = (e) => {
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onDecisionChange(row.row_id, { ...decision, bill_id: parseInt(e.target.value, 10) || null });
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};
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const handleBillName = (e) => {
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onDecisionChange(row.row_id, { ...decision, bill_name: e.target.value });
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};
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const handleDecisionField = (field, value) => {
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onDecisionChange(row.row_id, { ...decision, [field]: value });
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};
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return (
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<div className={cn(
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'border-b border-border/40 last:border-0',
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isSkip && 'opacity-50',
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!complete && action !== null && 'bg-amber-500/5',
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)}>
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{/* Main row */}
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<div
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className="flex items-start gap-3 px-4 py-3 cursor-pointer hover:bg-muted/20 transition-colors"
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onClick={() => setExpanded(e => !e)}
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>
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{/* Selection */}
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<div className="mt-0.5 shrink-0" onClick={e => e.stopPropagation()}>
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<input
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type="checkbox"
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checked={selected}
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onChange={e => onSelectedChange(row.row_id, e.target.checked)}
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aria-label={`Select row ${row.source_row_number}`}
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className="h-4 w-4 rounded border-border accent-primary"
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/>
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</div>
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{/* Status icon */}
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<div className="mt-0.5 shrink-0">
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{hasError ? <XCircle className="h-4 w-4 text-muted-foreground/40" /> :
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isSkip ? <SkipForward className="h-4 w-4 text-muted-foreground/40" /> :
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complete ? <CheckCircle2 className="h-4 w-4 text-emerald-500" /> :
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action !== null ? <AlertTriangle className="h-4 w-4 text-amber-500" /> :
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<AlertTriangle className="h-4 w-4 text-orange-500" />}
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</div>
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{/* Content */}
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 flex-wrap">
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<span className="text-xs text-muted-foreground tabular-nums">#{row.source_row_number}</span>
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{row.sheet_name && <span className="text-xs text-muted-foreground">{row.sheet_name}</span>}
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{row.detected_year && row.detected_month && (
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<span className="text-xs text-muted-foreground tabular-nums">
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{String(row.detected_month).padStart(2,'0')}/{row.detected_year}
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</span>
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)}
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{row.year_month_source && <SourceBadge source={row.year_month_source} />}
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</div>
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<div className="flex items-baseline gap-3 mt-0.5 flex-wrap">
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<span className={cn('text-sm font-medium', !row.detected_bill_name && 'italic text-muted-foreground/60')}>
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{row.detected_bill_name || '(no bill name)'}
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</span>
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{row.detected_amount != null && (
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<span className="text-xs text-muted-foreground tabular-nums">
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${row.detected_amount.toFixed(2)}
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</span>
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)}
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{row.detected_paid_date && (
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<span className="text-xs text-emerald-500 tabular-nums">
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paid {row.detected_paid_date}
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</span>
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)}
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{row.detected_labels?.length > 0 && (
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<span className="text-xs text-muted-foreground/70">{row.detected_labels.join(', ')}</span>
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)}
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{row.detected_notes && (
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<span className="text-xs text-muted-foreground/70 italic truncate max-w-[200px]">{row.detected_notes}</span>
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)}
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</div>
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</div>
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{/* Right: action status + expand */}
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<div className="flex items-center gap-2 shrink-0">
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{action === null ? (
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<span className="text-xs font-medium text-orange-500">Needs decision</span>
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) : isSkip ? (
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<span className="text-xs text-muted-foreground">Skipped</span>
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) : (
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<span className="text-xs text-muted-foreground capitalize">{action.replace(/_/g,' ')}</span>
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)}
|
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{action !== 'skip_row' && (
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expanded ? <ChevronUp className="h-3.5 w-3.5 text-muted-foreground" /> : <ChevronDown className="h-3.5 w-3.5 text-muted-foreground" />
|
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)}
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</div>
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</div>
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|
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{/* Expanded decision controls */}
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{expanded && !hasError && (
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<div className="px-11 pb-4 space-y-3">
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{/* Recommendation */}
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{rec.action && (
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<div className="rounded-md border border-border bg-muted/30 px-3 py-2 space-y-1.5">
|
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<div className="flex items-center gap-2 flex-wrap">
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<span className="text-xs font-medium">Recommended: {actionLabel(rec.action)}</span>
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{rec.bill_name && rec.action === 'match_existing_bill' && (
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<span className="text-xs text-muted-foreground">→ {rec.bill_name}</span>
|
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)}
|
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{rec.category_name && (
|
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<span className="text-xs text-muted-foreground">Category: {rec.category_name}</span>
|
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)}
|
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{rec.due_day && <span className="text-xs text-muted-foreground">Due day: {rec.due_day}</span>}
|
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{rec.actual_amount != null && <span className="text-xs text-muted-foreground">${Number(rec.actual_amount).toFixed(2)}</span>}
|
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<ConfidenceBadge confidence={rec.confidence} />
|
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</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: '',
|
||
};
|
||
|
||
// ─── Bill History Import helpers ──────────────────────────────────────────────
|
||
|
||
function ConfidenceDot({ level }) {
|
||
const cls = level === 'high' ? 'bg-emerald-500'
|
||
: level === 'medium' ? 'bg-amber-500'
|
||
: 'bg-muted-foreground/30';
|
||
return <span className={cn('h-2 w-2 rounded-full shrink-0 inline-block', cls)} />;
|
||
}
|
||
|
||
function useBillGroups(previewRows, allBills) {
|
||
return useMemo(() => {
|
||
const billMap = new Map(allBills.map(b => [b.id, b]));
|
||
const groups = new Map();
|
||
|
||
for (const row of previewRows) {
|
||
for (const match of (row.possible_bill_matches ?? [])) {
|
||
if (!billMap.has(match.bill_id)) continue;
|
||
if (!groups.has(match.bill_id)) {
|
||
groups.set(match.bill_id, {
|
||
bill: billMap.get(match.bill_id),
|
||
rows: [],
|
||
counts: { high: 0, medium: 0, low: 0 },
|
||
});
|
||
}
|
||
const g = groups.get(match.bill_id);
|
||
if (!g.rows.find(r => r.row_id === row.row_id)) {
|
||
g.rows.push({ ...row, _match: match });
|
||
g.counts[match.match_confidence] = (g.counts[match.match_confidence] || 0) + 1;
|
||
}
|
||
}
|
||
}
|
||
return [...groups.values()].sort((a, b) =>
|
||
b.rows.length !== a.rows.length ? b.rows.length - a.rows.length : b.counts.high - a.counts.high
|
||
);
|
||
}, [previewRows, allBills]);
|
||
}
|
||
|
||
function rowDateLabel(row) {
|
||
if (row.detected_year && row.detected_month)
|
||
return `${row.detected_year}-${String(row.detected_month).padStart(2, '0')}`;
|
||
return row.detected_paid_date ?? '—';
|
||
}
|
||
|
||
function billImportProgress(rows, importResult) {
|
||
const completedRowIds = importResult?.completedRowIds ?? new Set();
|
||
const remainingRows = rows.filter(row => !completedRowIds.has(row.row_id));
|
||
return {
|
||
completedCount: rows.length - remainingRows.length,
|
||
remainingRows,
|
||
remainingCount: remainingRows.length,
|
||
};
|
||
}
|
||
|
||
function detailImportedAnything(detail) {
|
||
return ['created', 'updated', 'overwritten', 'imported'].includes(detail?.result)
|
||
|| detail?.payment === 'created';
|
||
}
|
||
|
||
function detailCompletesImport(detail) {
|
||
if (!detail?.row_id) return false;
|
||
if (['error', 'ambiguous', 'skipped_conflict'].includes(detail.result)) return false;
|
||
if (detail.result === 'skipped') return false;
|
||
return detailImportedAnything(detail)
|
||
|| detail.result === 'skipped_duplicate'
|
||
|| detail.payment === 'skipped_duplicate';
|
||
}
|
||
|
||
function BillDetailView({ group, onBack, onImport, isImporting, importResult }) {
|
||
const { bill, rows } = group;
|
||
const { completedCount, remainingCount } = billImportProgress(rows, importResult);
|
||
const sorted = [...rows].sort((a, b) => {
|
||
const da = (a.detected_year ?? 0) * 100 + (a.detected_month ?? 0);
|
||
const db = (b.detected_year ?? 0) * 100 + (b.detected_month ?? 0);
|
||
return da - db;
|
||
});
|
||
|
||
return (
|
||
<div>
|
||
<div className="px-4 py-2.5 border-b border-border/50 flex items-center justify-between gap-3">
|
||
<button type="button" onClick={onBack}
|
||
className="inline-flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground transition-colors">
|
||
<ChevronLeft className="h-3.5 w-3.5" /> All bills
|
||
</button>
|
||
<span className="text-sm font-medium truncate">{bill.name}</span>
|
||
<div className="flex items-center gap-2 shrink-0">
|
||
{importResult && (
|
||
<div className="text-right">
|
||
<span className={`text-xs font-medium ${
|
||
completedCount === rows.length ? 'text-emerald-500' : 'text-amber-400'
|
||
}`}>
|
||
{completedCount === rows.length
|
||
? 'All imported'
|
||
: `${completedCount} imported · ${remainingCount} remaining`}
|
||
{importResult.duplicates > 0
|
||
&& ` · ${importResult.duplicates} dupes`}
|
||
</span>
|
||
{importResult.duplicates > 0 && importResult.earliestDup && (
|
||
<p className="text-[10px] text-muted-foreground/70 mt-0.5">
|
||
{importResult.duplicates} dup{importResult.duplicates > 1 ? 's' : ''} · recorded{' '}
|
||
{importResult.earliestDup.toLocaleDateString(undefined, { month: 'short', day: 'numeric', year: 'numeric' })}
|
||
</p>
|
||
)}
|
||
</div>
|
||
)}
|
||
<Button size="sm" onClick={onImport} disabled={isImporting || remainingCount === 0} className="h-7 text-xs px-3 shrink-0 gap-1.5">
|
||
{isImporting && <Loader2 className="h-3 w-3 animate-spin" />}
|
||
{remainingCount === 0 ? 'All imported' : `Import all ${remainingCount}`}
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
<div className="divide-y divide-border/30 max-h-80 overflow-y-auto">
|
||
{sorted.map(row => (
|
||
<div key={row.row_id} className="px-4 py-2 flex items-center gap-3">
|
||
<ConfidenceDot level={row._match.match_confidence} />
|
||
<span className="text-xs tabular-nums text-muted-foreground w-16 shrink-0">{rowDateLabel(row)}</span>
|
||
<span className="text-xs font-mono tabular-nums w-16 shrink-0">
|
||
{row.detected_amount != null ? `$${Number(row.detected_amount).toFixed(2)}` : '—'}
|
||
</span>
|
||
<span className="text-xs text-muted-foreground truncate flex-1">{row.detected_name ?? '—'}</span>
|
||
<span className={cn('text-[10px] shrink-0',
|
||
row._match.match_confidence === 'high' ? 'text-emerald-500' :
|
||
row._match.match_confidence === 'medium' ? 'text-amber-500' : 'text-muted-foreground/40')}>
|
||
{row._match.match_confidence}
|
||
</span>
|
||
</div>
|
||
))}
|
||
</div>
|
||
</div>
|
||
);
|
||
}
|
||
|
||
function BillHistoryView({ previewRows, allBills, importingBillId, billImportResults, onImportBill }) {
|
||
const [selectedBillId, setSelectedBillId] = useState(null);
|
||
const billGroups = useBillGroups(previewRows, allBills);
|
||
|
||
if (billGroups.length === 0) {
|
||
return (
|
||
<div className="px-4 py-10 text-center text-sm text-muted-foreground">
|
||
No existing bills matched rows in this file.
|
||
</div>
|
||
);
|
||
}
|
||
|
||
if (selectedBillId) {
|
||
const group = billGroups.find(g => g.bill.id === selectedBillId);
|
||
return group
|
||
? <BillDetailView group={group}
|
||
isImporting={importingBillId === group.bill.id}
|
||
importResult={billImportResults.get(group.bill.id) ?? null}
|
||
onBack={() => setSelectedBillId(null)}
|
||
onImport={() => onImportBill(group)} />
|
||
: null;
|
||
}
|
||
|
||
return (
|
||
<div className="divide-y divide-border/50">
|
||
{billGroups.map(g => {
|
||
const { bill, rows, counts } = g;
|
||
const isImporting = importingBillId === bill.id;
|
||
const importResult = billImportResults.get(bill.id) ?? null;
|
||
const { completedCount, remainingCount } = billImportProgress(rows, importResult);
|
||
|
||
const sorted3 = [...rows]
|
||
.sort((a, b) => {
|
||
const da = (a.detected_year ?? 0) * 100 + (a.detected_month ?? 0);
|
||
const db = (b.detected_year ?? 0) * 100 + (b.detected_month ?? 0);
|
||
return da - db;
|
||
})
|
||
.slice(0, 3);
|
||
|
||
return (
|
||
<div key={bill.id} className="px-4 py-3 flex items-start gap-3">
|
||
<div className="flex-1 min-w-0">
|
||
<div className="flex items-center gap-2 flex-wrap">
|
||
<span className="text-sm font-medium truncate">{bill.name}</span>
|
||
<span className="text-[10px] text-muted-foreground border border-border/50 rounded px-1.5 py-0.5 shrink-0">
|
||
{rows.length} row{rows.length !== 1 ? 's' : ''}
|
||
</span>
|
||
{counts.high > 0 && <span className="text-[10px] text-emerald-500">{counts.high} high</span>}
|
||
{counts.medium > 0 && <span className="text-[10px] text-amber-500">{counts.medium} med</span>}
|
||
{counts.low > 0 && <span className="text-[10px] text-muted-foreground/50">{counts.low} low</span>}
|
||
{importResult && (() => {
|
||
const allImported = completedCount === rows.length;
|
||
const fmtDate = d => d?.toLocaleDateString(undefined, { month: 'short', day: 'numeric', year: 'numeric' });
|
||
const dupDate = importResult.earliestDup ? ` · ${fmtDate(importResult.earliestDup)}` : '';
|
||
return (
|
||
<div className="space-y-0.5">
|
||
<span className={`text-[10px] font-medium ${allImported ? 'text-emerald-500' : 'text-amber-400'}`}>
|
||
{allImported ? 'All imported' : `${completedCount} imported · ${remainingCount} remaining`}
|
||
{importResult.duplicates > 0 && ` · ${importResult.duplicates} dupes`}
|
||
{importResult.errored > 0 && ` · ${importResult.errored} errors`}
|
||
</span>
|
||
{importResult.duplicates > 0 && (
|
||
<p className="text-[10px] text-muted-foreground/70">
|
||
{importResult.duplicates} duplicate{importResult.duplicates > 1 ? 's' : ''}{dupDate}
|
||
</p>
|
||
)}
|
||
</div>
|
||
);
|
||
})()}
|
||
</div>
|
||
<div className="mt-1.5 space-y-0.5">
|
||
{sorted3.map(row => (
|
||
<div key={row.row_id} className="flex items-center gap-2 text-xs text-muted-foreground">
|
||
<ConfidenceDot level={row._match.match_confidence} />
|
||
<span className="tabular-nums w-16 shrink-0">{rowDateLabel(row)}</span>
|
||
{row.detected_amount != null && (
|
||
<span className="tabular-nums">${Number(row.detected_amount).toFixed(2)}</span>
|
||
)}
|
||
{row.detected_name &&
|
||
row.detected_name.toLowerCase() !== bill.name.toLowerCase() && (
|
||
<span className="truncate italic opacity-60">"{row.detected_name}"</span>
|
||
)}
|
||
</div>
|
||
))}
|
||
{rows.length > 3 && (
|
||
<button type="button" onClick={() => setSelectedBillId(bill.id)}
|
||
className="text-[10px] text-primary/70 hover:text-primary transition-colors">
|
||
+{rows.length - 3} more — view all
|
||
</button>
|
||
)}
|
||
</div>
|
||
</div>
|
||
<div className="flex flex-col gap-1 shrink-0 pt-0.5">
|
||
{importResult ? (
|
||
<Button size="sm" variant="outline" onClick={() => onImportBill(g)}
|
||
disabled={!!importingBillId || remainingCount === 0} className="h-7 text-xs px-3 gap-1.5">
|
||
{remainingCount === 0 ? 'All imported' : `Import ${remainingCount}`}
|
||
</Button>
|
||
) : (
|
||
<Button size="sm" onClick={() => onImportBill(g)}
|
||
disabled={!!importingBillId} className="h-7 text-xs px-3 gap-1.5">
|
||
{isImporting && <Loader2 className="h-3 w-3 animate-spin" />}
|
||
Import {rows.length}
|
||
</Button>
|
||
)}
|
||
<Button size="sm" variant="ghost" onClick={() => setSelectedBillId(bill.id)}
|
||
disabled={!!importingBillId} className="h-7 text-xs px-3">
|
||
Review
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
);
|
||
})}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
// ─────────────────────────────────────────────────────────────────────────────
|
||
|
||
export default 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());
|
||
const [viewMode, setViewMode] = useState('rows'); // 'rows' | 'bills'
|
||
const [importingBillId, setImportingBillId] = useState(null);
|
||
const [billImportResults, setBillImportResults] = useState(new Map()); // bill_id → { created, updated, errored }
|
||
|
||
// 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 });
|
||
setViewMode('rows');
|
||
setImportingBillId(null);
|
||
setBillImportResults(new Map());
|
||
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());
|
||
|
||
// ── Bill-history direct import ────────────────────────────────────────────
|
||
// Applies all matching rows for a bill immediately — no queue, no review step.
|
||
const handleDirectImportBill = async (group) => {
|
||
const sessionId = preview.data?.import_session_id;
|
||
if (!sessionId || importingBillId) return;
|
||
|
||
const previousResult = billImportResults.get(group.bill.id) ?? null;
|
||
const rowsToImport = billImportProgress(group.rows, previousResult).remainingRows;
|
||
if (rowsToImport.length === 0) {
|
||
toast.info(`All rows for "${group.bill.name}" have already been imported.`);
|
||
return;
|
||
}
|
||
|
||
setImportingBillId(group.bill.id);
|
||
try {
|
||
const decisionsList = rowsToImport.map(row => ({
|
||
row_id: row.row_id,
|
||
action: 'match_existing_bill',
|
||
bill_id: group.bill.id,
|
||
actual_amount: row.detected_amount ?? null,
|
||
payment_amount: row.detected_payment_amount ?? row.detected_amount ?? null,
|
||
payment_date: row.detected_paid_date ?? null,
|
||
}));
|
||
|
||
const result = await api.applySpreadsheetImport({
|
||
import_session_id: sessionId,
|
||
decisions: decisionsList,
|
||
options: {},
|
||
});
|
||
|
||
const created = result.rows_created ?? 0;
|
||
const updated = result.rows_updated ?? 0;
|
||
const errored = result.rows_errored ?? 0;
|
||
const details = result.details ?? [];
|
||
const duplicateRowIds = new Set(
|
||
details
|
||
.filter(d => d.result === 'skipped_duplicate' || d.payment === 'skipped_duplicate')
|
||
.map(d => d.row_id)
|
||
.filter(Boolean),
|
||
);
|
||
const duplicates = duplicateRowIds.size || (result.rows_duplicates ?? 0);
|
||
|
||
// Collect created_at dates from duplicate detail entries so we can show
|
||
// when the existing payments were originally recorded.
|
||
const dupDates = details
|
||
.filter(d => (d.result === 'skipped_duplicate' || d.payment === 'skipped_duplicate') && d.existing_created_at)
|
||
.map(d => new Date(d.existing_created_at))
|
||
.filter(d => !isNaN(d.getTime()))
|
||
.sort((a, b) => a - b);
|
||
|
||
const earliestDup = dupDates[0] ?? null;
|
||
const latestDup = dupDates.at(-1) ?? null;
|
||
const completedRowIds = new Set(previousResult?.completedRowIds ?? []);
|
||
const erroredRowIds = new Set(previousResult?.erroredRowIds ?? []);
|
||
|
||
for (const detail of details) {
|
||
if (detailCompletesImport(detail)) {
|
||
completedRowIds.add(detail.row_id);
|
||
erroredRowIds.delete(detail.row_id);
|
||
} else if (['error', 'ambiguous', 'skipped_conflict'].includes(detail?.result)) {
|
||
erroredRowIds.add(detail.row_id);
|
||
}
|
||
}
|
||
|
||
const mergedResult = {
|
||
created: (previousResult?.created ?? 0) + created,
|
||
updated: (previousResult?.updated ?? 0) + updated,
|
||
errored: erroredRowIds.size,
|
||
duplicates: (previousResult?.duplicates ?? 0) + duplicates,
|
||
earliestDup: previousResult?.earliestDup && earliestDup
|
||
? (previousResult.earliestDup < earliestDup ? previousResult.earliestDup : earliestDup)
|
||
: (previousResult?.earliestDup ?? earliestDup),
|
||
latestDup: previousResult?.latestDup && latestDup
|
||
? (previousResult.latestDup > latestDup ? previousResult.latestDup : latestDup)
|
||
: (previousResult?.latestDup ?? latestDup),
|
||
completedRowIds,
|
||
erroredRowIds,
|
||
};
|
||
|
||
setBillImportResults(prev => new Map(prev).set(group.bill.id, mergedResult));
|
||
|
||
const imported = created + updated;
|
||
const fmtDate = d => d?.toLocaleDateString(undefined, { month: 'short', day: 'numeric', year: 'numeric' });
|
||
const remainingCount = billImportProgress(group.rows, mergedResult).remainingCount;
|
||
|
||
if (imported === 0 && duplicates > 0) {
|
||
const dateHint = earliestDup
|
||
? ` (first recorded ${fmtDate(earliestDup)})`
|
||
: '';
|
||
toast.warning(
|
||
remainingCount === 0
|
||
? `All rows for "${group.bill.name}" are now imported${dateHint}.`
|
||
: `${duplicates} row${duplicates > 1 ? 's' : ''} for "${group.bill.name}" already exist${dateHint}. ${remainingCount} remaining.`,
|
||
);
|
||
} else {
|
||
const parts = [`${imported} entr${imported === 1 ? 'y' : 'ies'} imported`];
|
||
if (duplicates > 0) {
|
||
const dateHint = earliestDup ? ` (recorded ${fmtDate(earliestDup)})` : '';
|
||
parts.push(`${duplicates} already existed${dateHint}`);
|
||
}
|
||
if (errored > 0) parts.push(`${errored} error${errored > 1 ? 's' : ''}`);
|
||
if (remainingCount > 0) parts.push(`${remainingCount} remaining`);
|
||
toast.success(`${group.bill.name} — ${parts.join(' · ')}`);
|
||
}
|
||
onHistoryRefresh?.();
|
||
} catch (err) {
|
||
toast.error(err.message || `Import failed for "${group.bill.name}"`);
|
||
} finally {
|
||
setImportingBillId(null);
|
||
}
|
||
};
|
||
|
||
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 });
|
||
setViewMode('rows');
|
||
setImportingBillId(null);
|
||
setBillImportResults(new Map());
|
||
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">
|
||
{/* Tab header */}
|
||
<div className="px-4 py-3 border-b border-border bg-muted/40 flex items-center justify-between gap-3 flex-wrap">
|
||
<div className="flex items-center gap-1 bg-background rounded-md border border-border p-0.5">
|
||
<button type="button" onClick={() => setViewMode('rows')}
|
||
className={cn('inline-flex items-center gap-1.5 rounded px-3 py-1.5 text-xs font-medium transition-colors',
|
||
viewMode === 'rows'
|
||
? 'bg-primary text-primary-foreground shadow-sm'
|
||
: 'text-muted-foreground hover:text-foreground')}>
|
||
<List className="h-3.5 w-3.5" />
|
||
Rows ({previewRows.length})
|
||
</button>
|
||
<button type="button" onClick={() => setViewMode('bills')}
|
||
className={cn('inline-flex items-center gap-1.5 rounded px-3 py-1.5 text-xs font-medium transition-colors',
|
||
viewMode === 'bills'
|
||
? 'bg-primary text-primary-foreground shadow-sm'
|
||
: 'text-muted-foreground hover:text-foreground')}>
|
||
<Building2 className="h-3.5 w-3.5" />
|
||
Bills
|
||
</button>
|
||
</div>
|
||
<span className="text-xs text-muted-foreground">
|
||
{viewMode === 'rows'
|
||
? 'Select rows, apply bulk decisions, then import.'
|
||
: 'Click a bill to queue its entire history from this file.'}
|
||
</span>
|
||
</div>
|
||
|
||
{/* Rows view */}
|
||
{viewMode === 'rows' && (
|
||
<>
|
||
<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}
|
||
/>
|
||
</>
|
||
)}
|
||
|
||
{/* Bills view */}
|
||
{viewMode === 'bills' && (
|
||
<BillHistoryView
|
||
previewRows={previewRows}
|
||
allBills={allBills}
|
||
importingBillId={importingBillId}
|
||
billImportResults={billImportResults}
|
||
onImportBill={handleDirectImportBill}
|
||
/>
|
||
)}
|
||
</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 ─────────────────────────────────────────────────────────────────
|