568 lines
23 KiB
JavaScript
568 lines
23 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 {
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ArrowDown,
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ArrowDownUp,
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ArrowUp,
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Building2,
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CheckCircle2,
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ChevronLeft,
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ChevronRight,
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Clock3,
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Landmark,
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Link2,
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RefreshCw,
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Search,
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TrendingDown,
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TrendingUp,
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WalletCards,
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} from 'lucide-react';
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import { api } from '@/api';
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import { Badge } from '@/components/ui/badge';
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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 {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table';
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import { cn, fmt, fmtDate } from '@/lib/utils';
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const PAGE_SIZE = 50;
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const flowOptions = [
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{ value: 'all', label: 'All' },
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{ value: 'in', label: 'Money in' },
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{ value: 'out', label: 'Money out' },
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{ value: 'pending', label: 'Pending' },
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{ value: 'unmatched', label: 'Needs review' },
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{ value: 'matched', label: 'Matched' },
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{ value: 'ignored', label: 'Ignored' },
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];
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const sortOptions = [
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{ value: 'date', label: 'Date' },
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{ value: 'amount', label: 'Amount' },
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{ value: 'merchant', label: 'Merchant' },
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{ value: 'account', label: 'Account' },
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{ value: 'status', label: 'Status' },
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];
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function formatCents(value, { signed = false } = {}) {
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const cents = Number(value || 0);
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const amount = fmt(Math.abs(cents) / 100);
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if (!signed || cents === 0) return amount;
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return `${cents > 0 ? '+' : '-'}${amount}`;
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}
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function formatSyncTime(value) {
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if (!value) return 'Not synced yet';
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const normalized = String(value).includes('T') ? String(value) : String(value).replace(' ', 'T');
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const date = new Date(normalized);
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if (Number.isNaN(date.getTime())) return String(value);
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return new Intl.DateTimeFormat(undefined, {
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month: 'short',
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day: 'numeric',
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hour: 'numeric',
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minute: '2-digit',
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}).format(date);
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}
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function transactionTitle(tx) {
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return tx.payee || tx.description || tx.memo || 'Transaction';
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}
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function transactionDate(tx) {
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return tx.posted_date || (tx.transacted_at ? tx.transacted_at.slice(0, 10) : null);
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}
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function accountLabel(account) {
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if (!account) return 'Unknown account';
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return [account.org_name, account.name].filter(Boolean).join(' - ') || account.name || 'Account';
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}
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function StatusBadge({ tx }) {
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if (tx.pending) {
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return (
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<Badge className="border-amber-300/50 bg-amber-400/15 text-amber-700 dark:text-amber-200">
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<Clock3 className="mr-1 h-3 w-3" />
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Pending
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</Badge>
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);
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}
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if (tx.ignored || tx.match_status === 'ignored') {
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return <Badge variant="outline" className="border-muted-foreground/30 text-muted-foreground">Ignored</Badge>;
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}
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if (tx.match_status === 'matched') {
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return (
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<Badge className="border-emerald-300/50 bg-emerald-400/15 text-emerald-700 dark:text-emerald-200">
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<CheckCircle2 className="mr-1 h-3 w-3" />
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Matched
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</Badge>
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);
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}
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return <Badge className="border-sky-300/50 bg-sky-400/15 text-sky-700 dark:text-sky-200">Review</Badge>;
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}
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function SummaryTile({ icon: Icon, label, value, tone, detail }) {
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const tones = {
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emerald: 'border-emerald-300/40 bg-emerald-400/10 text-emerald-700 dark:text-emerald-200',
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rose: 'border-rose-300/40 bg-rose-400/10 text-rose-700 dark:text-rose-200',
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sky: 'border-sky-300/40 bg-sky-400/10 text-sky-700 dark:text-sky-200',
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amber: 'border-amber-300/40 bg-amber-400/10 text-amber-700 dark:text-amber-200',
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};
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return (
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<div className="rounded-lg border border-border/70 bg-card/80 p-4 shadow-sm">
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<div className="flex items-center justify-between gap-3">
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<p className="text-sm font-medium text-muted-foreground">{label}</p>
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<span className={cn('flex h-9 w-9 items-center justify-center rounded-full border', tones[tone])}>
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<Icon className="h-4 w-4" />
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</span>
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</div>
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<p className="tracker-number mt-3 text-2xl font-bold text-foreground">{value}</p>
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{detail && <p className="mt-1 text-xs font-medium text-muted-foreground">{detail}</p>}
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</div>
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);
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}
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function TransactionMobileCard({ tx }) {
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const cents = Number(tx.amount || 0);
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const isCredit = cents > 0;
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return (
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<div className="rounded-lg border border-border/70 bg-card/85 p-4 shadow-sm">
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<div className="flex items-start justify-between gap-3">
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<div className="min-w-0">
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<p className="truncate text-sm font-semibold text-foreground">{transactionTitle(tx)}</p>
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<p className="mt-1 truncate text-xs font-medium text-muted-foreground">
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{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
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</p>
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</div>
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<p className={cn('tracker-number shrink-0 text-sm font-bold', isCredit ? 'text-emerald-600 dark:text-emerald-300' : 'text-rose-600 dark:text-rose-300')}>
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{formatCents(cents, { signed: true })}
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</p>
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</div>
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<div className="mt-3 flex flex-wrap items-center gap-2">
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<Badge variant="outline" className="text-muted-foreground">{fmtDate(transactionDate(tx))}</Badge>
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<StatusBadge tx={tx} />
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{tx.matched_bill_name && (
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<Badge className="border-indigo-300/50 bg-indigo-400/15 text-indigo-700 dark:text-indigo-200">
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<Link2 className="mr-1 h-3 w-3" />
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{tx.matched_bill_name}
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</Badge>
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)}
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</div>
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</div>
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);
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}
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export default function BankTransactionsPage() {
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const [ledger, setLedger] = useState(null);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState('');
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const [search, setSearch] = useState('');
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const [query, setQuery] = useState('');
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const [accountId, setAccountId] = useState('all');
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const [flow, setFlow] = useState('all');
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const [sortBy, setSortBy] = useState('date');
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const [sortDir, setSortDir] = useState('desc');
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const [page, setPage] = useState(1);
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// Monotonic request id: a response only lands if it belongs to the newest
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// request, so a slow Refresh can never overwrite fresher filter results.
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const requestSeq = useRef(0);
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useEffect(() => {
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const id = window.setTimeout(() => {
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setQuery(search.trim());
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setPage(1);
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}, 250);
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return () => window.clearTimeout(id);
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}, [search]);
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useEffect(() => {
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setPage(1);
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}, [accountId, flow, sortBy, sortDir]);
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// Single fetch path — used by both the load effect and the Refresh button.
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const loadLedger = useCallback(async () => {
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const seq = ++requestSeq.current;
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setLoading(true);
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setError('');
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try {
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const data = await api.bankTransactionsLedger({
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limit: PAGE_SIZE,
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offset: (page - 1) * PAGE_SIZE,
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q: query,
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account_id: accountId === 'all' ? undefined : accountId,
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flow,
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sort_by: sortBy,
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sort_dir: sortDir,
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});
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if (seq === requestSeq.current) setLedger(data);
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} catch (err) {
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if (seq === requestSeq.current) setError(err.message || 'Unable to load bank transactions');
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} finally {
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if (seq === requestSeq.current) setLoading(false);
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}
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}, [accountId, flow, page, query, sortBy, sortDir]);
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useEffect(() => { loadLedger(); }, [loadLedger]);
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const accounts = ledger?.accounts || [];
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const transactions = ledger?.transactions || [];
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const summary = ledger?.summary || {};
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const total = Number(ledger?.total || 0);
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const totalPages = Math.max(1, Math.ceil(total / PAGE_SIZE));
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// If a filter shrinks the result set below the current page, snap back to
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// the last real page instead of stranding the user on an empty one.
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useEffect(() => {
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if (!loading && page > totalPages) setPage(totalPages);
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}, [loading, page, totalPages]);
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const latestSync = useMemo(() => {
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const times = (ledger?.sources || []).map(source => source.last_sync_at).filter(Boolean).sort();
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return times[times.length - 1] || null;
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}, [ledger?.sources]);
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const connected = Boolean(ledger?.enabled && ledger?.has_connections);
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// A failed request must never masquerade as "not connected" — without this,
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// a transient API error told users with working bank sync to go connect it.
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if (!loading && error && !ledger) {
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return (
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<div className="space-y-6">
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<section className="rounded-lg border border-rose-300/40 bg-rose-400/10 p-6 shadow-sm">
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<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
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<div>
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<h1 className="text-xl font-bold text-foreground">Bank Transactions</h1>
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<p className="mt-1 text-sm font-medium text-rose-700 dark:text-rose-200">{error}</p>
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</div>
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<Button type="button" variant="outline" onClick={loadLedger}>
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<RefreshCw className="h-4 w-4" />
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Try again
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</Button>
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</div>
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</section>
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</div>
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);
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}
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if (!loading && !connected) {
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return (
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<div className="space-y-6">
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<section className="rounded-lg border border-border/70 bg-card/85 p-6 shadow-sm">
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<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
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<div>
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<div className="flex items-center gap-2">
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<span className="flex h-10 w-10 items-center justify-center rounded-full border border-sky-300/40 bg-sky-400/10 text-sky-700 dark:text-sky-200">
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<Landmark className="h-5 w-5" />
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</span>
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<div>
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<h1 className="text-2xl font-bold tracking-normal text-foreground">Bank Transactions</h1>
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<p className="text-sm font-medium text-muted-foreground">SimpleFIN bridge required</p>
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</div>
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</div>
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</div>
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<Button asChild>
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<Link to="/data">
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<WalletCards className="h-4 w-4" />
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Open Data
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</Link>
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</Button>
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</div>
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</section>
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</div>
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);
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}
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return (
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<div className="space-y-6">
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<section className="rounded-lg border border-border/70 bg-[linear-gradient(135deg,oklch(var(--card))_0%,oklch(var(--muted)/0.72)_58%,oklch(var(--primary)/0.10)_100%)] p-5 shadow-sm">
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<div className="flex flex-col gap-5 lg:flex-row lg:items-end lg:justify-between">
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<div className="min-w-0">
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<div className="flex flex-wrap items-center gap-3">
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<span className="flex h-11 w-11 items-center justify-center rounded-full border border-sky-300/40 bg-sky-400/10 text-sky-700 dark:text-sky-200">
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<Landmark className="h-5 w-5" />
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</span>
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<div>
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<h1 className="text-2xl font-bold tracking-normal text-foreground sm:text-3xl">Bank Transactions</h1>
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<p className="mt-1 text-sm font-medium text-muted-foreground">
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{accounts.length} monitored {accounts.length === 1 ? 'account' : 'accounts'} synced through SimpleFIN
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</p>
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</div>
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<Badge className={cn(
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connected
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? 'border-emerald-300/50 bg-emerald-400/15 text-emerald-700 dark:text-emerald-200'
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: 'border-sky-300/50 bg-sky-400/15 text-sky-700 dark:text-sky-200',
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)}>
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{connected ? 'Connected' : 'Loading'}
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</Badge>
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</div>
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</div>
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<div className="flex flex-col gap-2 sm:flex-row sm:items-center">
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<div className="rounded-lg border border-border/70 bg-card/75 px-3 py-2 text-sm shadow-sm">
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<span className="font-medium text-muted-foreground">Last sync </span>
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<span className="font-semibold text-foreground">{formatSyncTime(latestSync)}</span>
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</div>
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<Button type="button" variant="outline" onClick={loadLedger} disabled={loading}>
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<RefreshCw className={cn('h-4 w-4', loading && 'animate-spin')} />
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Refresh
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</Button>
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</div>
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</div>
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</section>
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{error && (
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<div className="rounded-lg border border-rose-300/40 bg-rose-400/10 px-4 py-3 text-sm font-medium text-rose-700 dark:text-rose-200">
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{error}
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</div>
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)}
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<section className="grid gap-3 sm:grid-cols-2 xl:grid-cols-4">
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<SummaryTile
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icon={TrendingUp}
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label="Money in"
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value={formatCents(summary.inflow)}
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tone="emerald"
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detail={`${Number(summary.matched || 0)} matched`}
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/>
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<SummaryTile
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icon={TrendingDown}
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label="Money out"
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value={formatCents(summary.outflow)}
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tone="rose"
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detail={`${Number(summary.unmatched || 0)} need review`}
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/>
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<SummaryTile
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icon={ArrowDownUp}
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label="Net flow"
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value={formatCents(summary.net, { signed: true })}
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tone="sky"
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detail={summary.latest_date ? `Latest ${fmtDate(summary.latest_date)}` : 'No posted activity'}
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/>
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<SummaryTile
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icon={Clock3}
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label="Pending"
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value={String(Number(summary.pending || 0))}
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tone="amber"
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detail={`${Number(summary.total || 0)} total transactions`}
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/>
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</section>
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{accounts.length > 0 && (
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<section className="grid gap-3 md:grid-cols-2 xl:grid-cols-3">
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{accounts.map(account => (
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<div key={account.id} className="rounded-lg border border-border/70 bg-card/85 p-4 shadow-sm">
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<div className="flex items-start justify-between gap-3">
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<div className="min-w-0">
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<p className="truncate text-sm font-semibold text-foreground">{accountLabel(account)}</p>
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<p className="mt-1 truncate text-xs font-medium text-muted-foreground">
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{[account.account_type, account.currency].filter(Boolean).join(' - ') || 'Bank account'}
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</p>
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</div>
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<span className="flex h-9 w-9 shrink-0 items-center justify-center rounded-full border border-indigo-300/40 bg-indigo-400/10 text-indigo-700 dark:text-indigo-200">
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<Building2 className="h-4 w-4" />
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</span>
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</div>
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<div className="mt-4 grid grid-cols-2 gap-3">
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<div>
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<p className="text-xs font-medium text-muted-foreground">Balance</p>
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<p className="tracker-number mt-1 text-lg font-bold text-foreground">{formatCents(account.balance)}</p>
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</div>
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<div>
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<p className="text-xs font-medium text-muted-foreground">Available</p>
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<p className="tracker-number mt-1 text-lg font-bold text-emerald-600 dark:text-emerald-300">
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{account.available_balance == null ? '—' : formatCents(account.available_balance)}
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</p>
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</div>
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</div>
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<div className="mt-3 flex items-center justify-between text-xs font-medium text-muted-foreground">
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<span>{Number(account.transaction_count || 0)} transactions</span>
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<span>{account.last_transaction_date ? fmtDate(account.last_transaction_date) : 'No activity'}</span>
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</div>
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</div>
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))}
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</section>
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)}
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<section className="space-y-4">
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<div className="grid gap-3 rounded-lg border border-border/70 bg-card/85 p-3 shadow-sm lg:grid-cols-[minmax(18rem,1fr)_12rem_12rem_10rem_auto]">
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<div className="relative">
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<Search className="pointer-events-none absolute left-3 top-1/2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
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<Input
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value={search}
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onChange={event => setSearch(event.target.value)}
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placeholder="Search merchant, memo, category"
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className="pl-9"
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/>
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</div>
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<Select value={accountId} onValueChange={setAccountId}>
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<SelectTrigger>
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<SelectValue placeholder="Account" />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="all">All accounts</SelectItem>
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{accounts.map(account => (
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<SelectItem key={account.id} value={String(account.id)}>{accountLabel(account)}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<Select value={flow} onValueChange={setFlow}>
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<SelectTrigger>
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<SelectValue placeholder="Type" />
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</SelectTrigger>
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<SelectContent>
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{flowOptions.map(option => (
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<SelectItem key={option.value} value={option.value}>{option.label}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<Select value={sortBy} onValueChange={setSortBy}>
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<SelectTrigger>
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<SelectValue placeholder="Sort" />
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</SelectTrigger>
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<SelectContent>
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{sortOptions.map(option => (
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<SelectItem key={option.value} value={option.value}>{option.label}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<Button
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type="button"
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variant="outline"
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onClick={() => setSortDir(value => (value === 'asc' ? 'desc' : 'asc'))}
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title={`Sort ${sortDir === 'asc' ? 'ascending' : 'descending'}`}
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>
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{sortDir === 'asc' ? <ArrowUp className="h-4 w-4" /> : <ArrowDown className="h-4 w-4" />}
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|
{sortDir === 'asc' ? 'Ascending' : 'Descending'}
|
|
</Button>
|
|
</div>
|
|
|
|
<div className="hidden overflow-hidden rounded-lg border border-border/70 bg-card/85 shadow-sm lg:block">
|
|
<Table>
|
|
<TableHeader>
|
|
<TableRow className="bg-muted/35 hover:bg-muted/35">
|
|
<TableHead className="w-32">Date</TableHead>
|
|
<TableHead>Merchant</TableHead>
|
|
<TableHead>Account</TableHead>
|
|
<TableHead>Status</TableHead>
|
|
<TableHead className="text-right">Amount</TableHead>
|
|
</TableRow>
|
|
</TableHeader>
|
|
<TableBody>
|
|
{loading && transactions.length === 0 && (
|
|
<TableRow>
|
|
<TableCell colSpan={5} className="py-10 text-center text-muted-foreground">Loading transactions...</TableCell>
|
|
</TableRow>
|
|
)}
|
|
{!loading && transactions.length === 0 && (
|
|
<TableRow>
|
|
<TableCell colSpan={5} className="py-10 text-center text-muted-foreground">No transactions found.</TableCell>
|
|
</TableRow>
|
|
)}
|
|
{transactions.map(tx => {
|
|
const cents = Number(tx.amount || 0);
|
|
const isCredit = cents > 0;
|
|
return (
|
|
<TableRow key={tx.id}>
|
|
<TableCell className="text-muted-foreground">{fmtDate(transactionDate(tx))}</TableCell>
|
|
<TableCell>
|
|
<div className="min-w-0">
|
|
<p className="truncate font-semibold text-foreground">{transactionTitle(tx)}</p>
|
|
<p className="truncate text-xs font-medium text-muted-foreground">
|
|
{[tx.memo, tx.category].filter(Boolean).join(' - ') || tx.description || 'SimpleFIN'}
|
|
</p>
|
|
</div>
|
|
</TableCell>
|
|
<TableCell>
|
|
<div className="min-w-0">
|
|
<p className="truncate text-sm font-semibold text-foreground">
|
|
{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
|
|
</p>
|
|
<p className="truncate text-xs font-medium text-muted-foreground">{tx.account_type || tx.currency || 'Bank'}</p>
|
|
</div>
|
|
</TableCell>
|
|
<TableCell>
|
|
<div className="flex flex-wrap gap-2">
|
|
<StatusBadge tx={tx} />
|
|
{tx.matched_bill_name && (
|
|
<Badge className="border-indigo-300/50 bg-indigo-400/15 text-indigo-700 dark:text-indigo-200">
|
|
<Link2 className="mr-1 h-3 w-3" />
|
|
{tx.matched_bill_name}
|
|
</Badge>
|
|
)}
|
|
</div>
|
|
</TableCell>
|
|
<TableCell className={cn('tracker-number text-right font-bold', isCredit ? 'text-emerald-600 dark:text-emerald-300' : 'text-rose-600 dark:text-rose-300')}>
|
|
{formatCents(cents, { signed: true })}
|
|
</TableCell>
|
|
</TableRow>
|
|
);
|
|
})}
|
|
</TableBody>
|
|
</Table>
|
|
</div>
|
|
|
|
<div className="grid gap-3 lg:hidden">
|
|
{loading && transactions.length === 0 && (
|
|
<div className="rounded-lg border border-border/70 bg-card/85 p-8 text-center text-sm font-medium text-muted-foreground">
|
|
Loading transactions...
|
|
</div>
|
|
)}
|
|
{!loading && transactions.length === 0 && (
|
|
<div className="rounded-lg border border-border/70 bg-card/85 p-8 text-center text-sm font-medium text-muted-foreground">
|
|
No transactions found.
|
|
</div>
|
|
)}
|
|
{transactions.map(tx => <TransactionMobileCard key={tx.id} tx={tx} />)}
|
|
</div>
|
|
|
|
<div className="flex flex-col gap-3 rounded-lg border border-border/70 bg-card/85 px-4 py-3 shadow-sm sm:flex-row sm:items-center sm:justify-between">
|
|
<p className="text-sm font-medium text-muted-foreground">
|
|
{total === 0
|
|
? '0 transactions'
|
|
: `${(page - 1) * PAGE_SIZE + 1}-${Math.min(page * PAGE_SIZE, total)} of ${total} transactions`}
|
|
</p>
|
|
<div className="flex items-center gap-2">
|
|
<Button
|
|
type="button"
|
|
variant="outline"
|
|
disabled={page <= 1 || loading}
|
|
onClick={() => setPage(value => Math.max(1, value - 1))}
|
|
>
|
|
<ChevronLeft className="h-4 w-4" />
|
|
Previous
|
|
</Button>
|
|
<span className="min-w-20 text-center text-sm font-semibold text-foreground">
|
|
{page} / {totalPages}
|
|
</span>
|
|
<Button
|
|
type="button"
|
|
variant="outline"
|
|
disabled={page >= totalPages || loading}
|
|
onClick={() => setPage(value => Math.min(totalPages, value + 1))}
|
|
>
|
|
Next
|
|
<ChevronRight className="h-4 w-4" />
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
</section>
|
|
</div>
|
|
);
|
|
}
|