BillTracker/client/pages/BankTransactionsPage.jsx

568 lines
23 KiB
JavaScript

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