feat(frontend): improved Dashboard.tsx, added transaction date

This commit is contained in:
ribardej
2025-10-22 17:37:11 +02:00
parent cddc1d3a9f
commit 82eb34c6e6
12 changed files with 921 additions and 48 deletions

View File

@@ -9,7 +9,8 @@
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}
},
"node_modules/tiny-invariant": {
"version": "1.3.3",
"resolved": "https://registry.npmjs.org/tiny-invariant/-/tiny-invariant-1.3.3.tgz",
"integrity": "sha512-+FbBPE1o9QAYvviau/qC5SE3caw21q3xkvWKBtja5vgqOWIHHJ3ioaq1VPfn/Szqctz2bU/oYeKd9/z5BL+PVg==",
"license": "MIT"
},
"node_modules/tinyglobby": {
"version": "0.2.15",
"resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.15.tgz",
@@ -3270,10 +3633,41 @@
"punycode": "^2.1.0"
}
},
"node_modules/use-sync-external-store": {
"version": "1.6.0",
"resolved": "https://registry.npmjs.org/use-sync-external-store/-/use-sync-external-store-1.6.0.tgz",
"integrity": "sha512-Pp6GSwGP/NrPIrxVFAIkOQeyw8lFenOHijQWkUTrDvrF4ALqylP2C/KCkeS9dpUM3KvYRQhna5vt7IL95+ZQ9w==",
"license": "MIT",
"peerDependencies": {
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
}
},
"node_modules/victory-vendor": {
"version": "37.3.6",
"resolved": "https://registry.npmjs.org/victory-vendor/-/victory-vendor-37.3.6.tgz",
"integrity": "sha512-SbPDPdDBYp+5MJHhBCAyI7wKM3d5ivekigc2Dk2s7pgbZ9wIgIBYGVw4zGHBml/qTFbexrofXW6Gu4noGxrOwQ==",
"license": "MIT AND ISC",
"dependencies": {
"@types/d3-array": "^3.0.3",
"@types/d3-ease": "^3.0.0",
"@types/d3-interpolate": "^3.0.1",
"@types/d3-scale": "^4.0.2",
"@types/d3-shape": "^3.1.0",
"@types/d3-time": "^3.0.0",
"@types/d3-timer": "^3.0.0",
"d3-array": "^3.1.6",
"d3-ease": "^3.0.1",
"d3-interpolate": "^3.0.1",
"d3-scale": "^4.0.2",
"d3-shape": "^3.1.0",
"d3-time": "^3.0.0",
"d3-timer": "^3.0.1"
}
},
"node_modules/vite": {
"version": "7.1.9",
"resolved": "https://registry.npmjs.org/vite/-/vite-7.1.9.tgz",
"integrity": "sha512-4nVGliEpxmhCL8DslSAUdxlB6+SMrhB0a1v5ijlh1xB1nEPuy1mxaHxysVucLHuWryAxLWg6a5ei+U4TLn/rFg==",
"version": "7.1.11",
"resolved": "https://registry.npmjs.org/vite/-/vite-7.1.11.tgz",
"integrity": "sha512-uzcxnSDVjAopEUjljkWh8EIrg6tlzrjFUfMcR1EVsRDGwf/ccef0qQPRyOrROwhrTDaApueq+ja+KLPlzR/zdg==",
"dev": true,
"license": "MIT",
"dependencies": {

View File

@@ -11,7 +11,8 @@
},
"dependencies": {
"react": "^19.1.1",
"react-dom": "^19.1.1"
"react-dom": "^19.1.1",
"recharts": "^3.3.0"
},
"devDependencies": {
"@eslint/js": "^9.36.0",

View File

@@ -16,6 +16,7 @@ export type Transaction = {
amount: number;
description?: string | null;
category_ids: number[];
date?: string | null; // ISO date (YYYY-MM-DD)
};
function getBaseUrl() {
@@ -84,6 +85,7 @@ export type CreateTransactionInput = {
amount: number;
description?: string;
category_ids?: number[];
date?: string; // YYYY-MM-DD
};
export async function createTransaction(input: CreateTransactionInput): Promise<Transaction> {
@@ -99,8 +101,13 @@ export async function createTransaction(input: CreateTransactionInput): Promise<
return res.json();
}
export async function getTransactions(): Promise<Transaction[]> {
const res = await fetch(`${getBaseUrl()}/transactions/`, {
export async function getTransactions(start_date?: string, end_date?: string): Promise<Transaction[]> {
const params = new URLSearchParams();
if (start_date) params.set('start_date', start_date);
if (end_date) params.set('end_date', end_date);
const qs = params.toString();
const url = `${getBaseUrl()}/transactions/${qs ? `?${qs}` : ''}`;
const res = await fetch(url, {
headers: getHeaders(),
});
if (!res.ok) throw new Error('Failed to load transactions');
@@ -153,3 +160,68 @@ export async function deleteMe(): Promise<void> {
export function logout() {
localStorage.removeItem('token');
}
// Categories
export type CreateCategoryInput = { name: string; description?: string };
export async function createCategory(input: CreateCategoryInput): Promise<Category> {
const res = await fetch(`${getBaseUrl()}/categories/create`, {
method: 'POST',
headers: getHeaders(),
body: JSON.stringify(input),
});
if (!res.ok) {
const text = await res.text();
throw new Error(text || 'Failed to create category');
}
return res.json();
}
export type UpdateCategoryInput = { name?: string; description?: string };
export async function updateCategory(category_id: number, input: UpdateCategoryInput): Promise<Category> {
const res = await fetch(`${getBaseUrl()}/categories/${category_id}`, {
method: 'PATCH',
headers: getHeaders(),
body: JSON.stringify(input),
});
if (!res.ok) {
const text = await res.text();
throw new Error(text || 'Failed to update category');
}
return res.json();
}
// Transactions update
export type UpdateTransactionInput = {
amount?: number;
description?: string;
date?: string;
category_ids?: number[];
};
export async function updateTransaction(id: number, input: UpdateTransactionInput): Promise<Transaction> {
const res = await fetch(`${getBaseUrl()}/transactions/${id}/edit`, {
method: 'PATCH',
headers: getHeaders(),
body: JSON.stringify(input),
});
if (!res.ok) {
const text = await res.text();
throw new Error(text || 'Failed to update transaction');
}
return res.json();
}
// Balance series
export type BalancePoint = { date: string; balance: number };
export async function getBalanceSeries(start_date?: string, end_date?: string): Promise<BalancePoint[]> {
const params = new URLSearchParams();
if (start_date) params.set('start_date', start_date);
if (end_date) params.set('end_date', end_date);
const qs = params.toString();
const url = `${getBaseUrl()}/transactions/balance_series${qs ? `?${qs}` : ''}`;
const res = await fetch(url, { headers: getHeaders() });
if (!res.ok) {
const text = await res.text();
throw new Error(text || 'Failed to load balance series');
}
return res.json();
}

View File

@@ -0,0 +1,46 @@
// src/BalanceChart.tsx
import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, Legend, ResponsiveContainer } from 'recharts';
import { type BalancePoint } from '../api';
function formatAmount(n: number) {
return new Intl.NumberFormat(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(n);
}
function formatDate(dateStr: string) {
return new Date(dateStr).toLocaleDateString(undefined, { month: 'short', day: 'numeric' });
}
export default function BalanceChart({ data }: { data: BalancePoint[] }) {
if (data.length === 0) {
return <div>No data to display</div>;
}
return (
<ResponsiveContainer width="100%" height={300}>
<LineChart
data={data}
// Increased 'left' margin to create more space for the Y-axis label and tick values
margin={{ top: 5, right: 30, left: 50, bottom: 5 }} // <-- Change this line
>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="date"
tickFormatter={formatDate}
label={{ value: 'Date', position: 'insideBottom', offset: -5 }}
/>
<YAxis
tickFormatter={(value) => formatAmount(value as number)}
// Adjusted 'offset' for the Y-axis label.
// A negative offset moves it further away from the axis.
label={{ value: 'Balance', angle: -90, position: 'insideLeft', offset: -30 }} // <-- Change this line
/>
<Tooltip
labelFormatter={formatDate}
formatter={(value) => [formatAmount(value as number), 'Balance']}
/>
<Legend />
<Line type="monotone" dataKey="balance" stroke="#3b82f6" strokeWidth={2} activeDot={{ r: 8 }} />
</LineChart>
</ResponsiveContainer>
);
}

View File

@@ -0,0 +1,100 @@
// src/CategoryPieCharts.tsx (renamed from CategoryPieChart.tsx)
import { useMemo } from 'react';
import { PieChart, Pie, Cell, Tooltip, Legend, ResponsiveContainer } from 'recharts';
import { type Transaction, type Category } from '../api';
const COLORS = ['#0088FE', '#00C49F', '#FFBB28', '#FF8042', '#AF19FF', '#FF4242', '#8884d8', '#82ca9d'];
// Helper component for a single pie chart
function SinglePieChart({ data, title }: { data: { name: string; value: number }[]; title: string }) {
if (data.length === 0) {
return (
<div style={{ flex: 1, textAlign: 'center' }}>
<h4>{title}</h4>
<div>No data to display.</div>
</div>
);
}
return (
<div style={{ flex: 1 }}>
<h4>{title}</h4>
<ResponsiveContainer width="100%" height={300}>
<PieChart>
<Pie
data={data}
cx="50%"
cy="50%"
labelLine={false}
outerRadius={80}
fill="#8884d8"
dataKey="value"
nameKey="name"
label={({ name, percent }) => `${name} ${(percent * 100).toFixed(0)}%`}
>
{data.map((entry, index) => (
<Cell key={`cell-${index}`} fill={COLORS[index % COLORS.length]} />
))}
</Pie>
<Tooltip formatter={(value) => new Intl.NumberFormat(undefined, { style: 'currency', currency: 'USD' }).format(value as number)} />
<Legend />
</PieChart>
</ResponsiveContainer>
</div>
);
}
export default function CategoryPieCharts({ transactions, categories }: { transactions: Transaction[], categories: Category[] }) {
// Calculate expenses data
const expensesData = useMemo(() => {
const spendingMap = new Map<number, number>();
transactions.forEach(tx => {
// Expenses are typically negative amounts in your system
if (tx.amount < 0 && tx.category_ids.length > 0) {
tx.category_ids.forEach(catId => {
// Use absolute value for display on chart
spendingMap.set(catId, (spendingMap.get(catId) || 0) + Math.abs(tx.amount));
});
}
});
return Array.from(spendingMap.entries())
.map(([categoryId, total]) => ({
name: categories.find(c => c.id === categoryId)?.name || `Category #${categoryId}`,
value: total,
}))
.sort((a, b) => b.value - a.value); // Sort descending
}, [transactions, categories]);
// Calculate earnings data
const earningsData = useMemo(() => {
const incomeMap = new Map<number, number>();
transactions.forEach(tx => {
// Earnings are typically positive amounts in your system
if (tx.amount > 0 && tx.category_ids.length > 0) {
tx.category_ids.forEach(catId => {
incomeMap.set(catId, (incomeMap.get(catId) || 0) + tx.amount);
});
}
});
return Array.from(incomeMap.entries())
.map(([categoryId, total]) => ({
name: categories.find(c => c.id === categoryId)?.name || `Category #${categoryId}`,
value: total,
}))
.sort((a, b) => b.value - a.value); // Sort descending
}, [transactions, categories]);
return (
<div style={{ display: 'flex', flexWrap: 'wrap', gap: '20px', justifyContent: 'center' }}>
<SinglePieChart data={expensesData} title="Expenses by Category" />
<SinglePieChart data={earningsData} title="Earnings by Category" />
</div>
);
}

View File

@@ -1,7 +1,9 @@
import { useEffect, useMemo, useState } from 'react';
import { type Category, type Transaction, createTransaction, getCategories, getTransactions } from '../api';
import { type Category, type Transaction, type BalancePoint, createTransaction, getCategories, getTransactions, createCategory, updateTransaction, getBalanceSeries } from '../api';
import AccountPage from './AccountPage';
import AppearancePage from './AppearancePage';
import BalanceChart from './BalanceChart';
import CategoryPieChart from './CategoryPieChart';
import { BACKEND_URL } from '../config';
function formatAmount(n: number) {
@@ -47,13 +49,42 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
const [filterCategoryId, setFilterCategoryId] = useState<number | ''>('');
const [searchText, setSearchText] = useState('');
// Date-range filter
const [startDate, setStartDate] = useState<string>(''); // YYYY-MM-DD
const [endDate, setEndDate] = useState<string>('');
// Pagination over filtered transactions (20 per page), 0 = latest (most recent)
const pageSize = 20;
const [page, setPage] = useState<number>(0);
// Balance chart series for current date filter
const [balanceSeries, setBalanceSeries] = useState<BalancePoint[]>([]);
// Category creation form
const [newCatName, setNewCatName] = useState('');
const [newCatDesc, setNewCatDesc] = useState('');
// New transaction date
const [txDate, setTxDate] = useState<string>('');
// Inline edit state for transaction categories
const [editingTxId, setEditingTxId] = useState<number | null>(null);
const [editingCategoryIds, setEditingCategoryIds] = useState<number[]>([]);
async function loadAll() {
setLoading(true);
setError(null);
try {
const [txs, cats] = await Promise.all([getTransactions(), getCategories()]);
const [txs, cats, series] = await Promise.all([
getTransactions(startDate || undefined, endDate || undefined),
getCategories(),
getBalanceSeries(startDate || undefined, endDate || undefined),
]);
setTransactions(txs);
setCategories(cats);
setBalanceSeries(series);
// reset paging to most recent
setPage(0);
} catch (err: any) {
setError(err?.message || 'Failed to load data');
} finally {
@@ -61,15 +92,10 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
}
}
useEffect(() => { loadAll(); }, []);
const last10 = useMemo(() => {
const sorted = [...transactions].sort((a, b) => b.id - a.id);
return sorted.slice(0, 10);
}, [transactions]);
useEffect(() => { loadAll(); }, [startDate, endDate]);
const filtered = useMemo(() => {
let arr = last10;
let arr = [...transactions];
const min = minAmount !== '' ? Number(minAmount) : undefined;
const max = maxAmount !== '' ? Number(maxAmount) : undefined;
if (min !== undefined) arr = arr.filter(t => t.amount >= min);
@@ -77,7 +103,20 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
if (filterCategoryId !== '') arr = arr.filter(t => t.category_ids.includes(filterCategoryId as number));
if (searchText.trim()) arr = arr.filter(t => (t.description || '').toLowerCase().includes(searchText.toLowerCase()));
return arr;
}, [last10, minAmount, maxAmount, filterCategoryId, searchText]);
}, [transactions, minAmount, maxAmount, filterCategoryId, searchText]);
const sortedDesc = useMemo(() => {
return [...filtered].sort((a, b) => {
const ad = (a.date || '') > (b.date || '') ? 1 : (a.date || '') < (b.date || '') ? -1 : 0;
if (ad !== 0) return -ad; // date desc
return b.id - a.id; // fallback id desc
});
}, [filtered]);
const totalPages = Math.ceil(sortedDesc.length / pageSize);
const pageStart = page * pageSize;
const pageEnd = pageStart + pageSize;
const visible = sortedDesc.slice(pageStart, pageEnd);
function categoryNameById(id: number) { return categories.find(c => c.id === id)?.name || `#${id}`; }
@@ -88,16 +127,36 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
amount: Number(amount),
description: description || undefined,
category_ids: selectedCategoryId !== '' ? [Number(selectedCategoryId)] : undefined,
date: txDate || undefined,
};
try {
const created = await createTransaction(payload);
setTransactions(prev => [created, ...prev]);
setAmount(''); setDescription(''); setSelectedCategoryId('');
setAmount(''); setDescription(''); setSelectedCategoryId(''); setTxDate('');
} catch (err: any) {
alert(err?.message || 'Failed to create transaction');
}
}
function beginEditCategories(t: Transaction) {
setEditingTxId(t.id);
setEditingCategoryIds([...(t.category_ids || [])]);
}
function cancelEditCategories() {
setEditingTxId(null);
setEditingCategoryIds([]);
}
async function saveEditCategories() {
if (editingTxId == null) return;
try {
const updated = await updateTransaction(editingTxId, { category_ids: editingCategoryIds });
setTransactions(prev => prev.map(p => (p.id === updated.id ? updated : p)));
cancelEditCategories();
} catch (err: any) {
alert(err?.message || 'Failed to update transaction categories');
}
}
return (
<div className="app-layout">
<aside className="sidebar">
@@ -129,6 +188,7 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
<h3>Add Transaction</h3>
<form onSubmit={handleCreate} className="form-row">
<input className="input" type="number" step="0.01" placeholder="Amount" value={amount} onChange={(e) => setAmount(e.target.value)} required />
<input className="input" type="date" placeholder="Date (optional)" value={txDate} onChange={(e) => setTxDate(e.target.value)} />
<input className="input" type="text" placeholder="Description (optional)" value={description} onChange={(e) => setDescription(e.target.value)} />
<select className="input" value={selectedCategoryId} onChange={(e) => setSelectedCategoryId(e.target.value ? Number(e.target.value) : '')}>
<option value="">No category</option>
@@ -138,9 +198,20 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
</form>
</section>
<section className="card">
<h3>Categories</h3>
<form className="form-row" onSubmit={async (e) => { e.preventDefault(); if (!newCatName.trim()) return; try { const cat = await createCategory({ name: newCatName.trim(), description: newCatDesc || undefined }); setCategories(prev => [...prev, cat]); setNewCatName(''); setNewCatDesc(''); } catch (err: any) { alert(err?.message || 'Failed to create category'); } }}>
<input className="input" type="text" placeholder="New category name" value={newCatName} onChange={(e) => setNewCatName(e.target.value)} />
<input className="input" type="text" placeholder="Description (optional)" value={newCatDesc} onChange={(e) => setNewCatDesc(e.target.value)} />
<button className="btn" type="submit">Create category</button>
</form>
</section>
<section className="card">
<h3>Filters</h3>
<div className="form-row">
<div className="form-row" style={{ gap: 8, flexWrap: 'wrap' }}>
<input className="input" type="date" placeholder="Start date" value={startDate} onChange={(e) => setStartDate(e.target.value)} />
<input className="input" type="date" placeholder="End date" value={endDate} onChange={(e) => setEndDate(e.target.value)} />
<input className="input" type="number" step="0.01" placeholder="Min amount" value={minAmount} onChange={(e) => setMinAmount(e.target.value)} />
<input className="input" type="number" step="0.01" placeholder="Max amount" value={maxAmount} onChange={(e) => setMaxAmount(e.target.value)} />
<select className="input" value={filterCategoryId} onChange={(e) => setFilterCategoryId(e.target.value ? Number(e.target.value) : '')}>
@@ -152,7 +223,30 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
</section>
<section className="card">
<h3>Latest Transactions (last 10)</h3>
<h3>Balance over time</h3>
{loading ? (
<div>Loading</div>
) : error ? (
<div style={{ color: 'crimson' }}>{error}</div>
) : (
<BalanceChart data={balanceSeries} />
)}
</section>
{/* 3. Add the new section for the Category Pie Chart */}
<section className="card">
{loading ? (
<div>Loading</div>
) : error ? (
<div style={{ color: 'crimson' }}>{error}</div>
) : (
// Pass the filtered transactions to see the breakdown for the current view
<CategoryPieChart transactions={filtered} categories={categories} />
)}
</section>
<section className="card">
<h3>Transactions</h3>
{loading ? (
<div>Loading</div>
) : error ? (
@@ -160,26 +254,57 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
) : filtered.length === 0 ? (
<div>No transactions</div>
) : (
<table className="table">
<thead>
<tr>
<th>ID</th>
<th style={{ textAlign: 'right' }}>Amount</th>
<th>Description</th>
<th>Categories</th>
</tr>
</thead>
<tbody>
{filtered.map(t => (
<tr key={t.id}>
<td>{t.id}</td>
<td className="amount">{formatAmount(t.amount)}</td>
<td>{t.description || ''}</td>
<td>{t.category_ids.map(id => categoryNameById(id)).join(', ')}</td>
<>
<div className="form-row" style={{ justifyContent: 'space-between', alignItems: 'center' }}>
<div className="space-x">
<button className="btn" disabled={page <= 0} onClick={() => setPage(p => Math.max(0, p - 1))}>&lt;- Load recent</button>
<button className="btn" disabled={page >= totalPages - 1} onClick={() => setPage(p => Math.min(totalPages - 1, p + 1))}>Load older -&gt;</button>
</div>
<div className="muted">Showing {visible.length} of {filtered.length} (page {Math.min(page + 1, Math.max(1, totalPages))}/{Math.max(1, totalPages)})</div>
</div>
<table className="table">
<thead>
<tr>
<th>ID</th>
<th>Date</th>
<th style={{ textAlign: 'right' }}>Amount</th>
<th>Description</th>
<th>Categories</th>
</tr>
))}
</tbody>
</table>
</thead>
<tbody>
{visible.map(t => (
<tr key={t.id}>
<td>{t.id}</td>
<td>{t.date || ''}</td>
<td className="amount">{formatAmount(t.amount)}</td>
<td>{t.description || ''}</td>
<td>
{editingTxId === t.id ? (
<div className="space-y" style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
<select multiple className="input" value={editingCategoryIds.map(String)} onChange={(e) => {
const opts = Array.from(e.currentTarget.selectedOptions).map(o => Number(o.value));
setEditingCategoryIds(opts);
}}>
{categories.map(c => (
<option key={c.id} value={c.id}>{c.name}</option>
))}
</select>
<button className="btn" onClick={saveEditCategories}>Save</button>
<button className="btn" onClick={cancelEditCategories}>Cancel</button>
</div>
) : (
<div className="space-x" style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
<span>{t.category_ids.map(id => categoryNameById(id)).join(', ') || '—'}</span>
<button className="btn" onClick={() => beginEditCategories(t)}>Change</button>
</div>
)}
</td>
</tr>
))}
</tbody>
</table>
</>
)}
</section>
</>