whisper-money/resources/js/components/transactions/edit-transaction-dialog.tsx

799 lines
31 KiB
TypeScript

import {
index as indexBalances,
store as storeBalance,
} from '@/actions/App/Http/Controllers/AccountBalanceController';
import { LabelCombobox } from '@/components/shared/label-combobox';
import { CategorySelect } from '@/components/transactions/category-select';
import { AmountInput } from '@/components/ui/amount-input';
import { Button } from '@/components/ui/button';
import { Checkbox } from '@/components/ui/checkbox';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Label as FormLabel } from '@/components/ui/label';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Textarea } from '@/components/ui/textarea';
import { useEncryptionKey } from '@/contexts/encryption-key-context';
import { useSyncContext } from '@/contexts/sync-context';
import { decrypt, encrypt, importKey } from '@/lib/crypto';
import { getStoredKey } from '@/lib/key-storage';
import { evaluateRulesForNewTransaction } from '@/lib/rule-engine';
import { appendNoteIfNotPresent } from '@/lib/utils';
import { transactionSyncService } from '@/services/transaction-sync';
import {
filterTransactionalAccounts,
type Account,
type Bank,
} from '@/types/account';
import { type AutomationRule } from '@/types/automation-rule';
import { type Category } from '@/types/category';
import { type Label } from '@/types/label';
import { type DecryptedTransaction } from '@/types/transaction';
import { format, getYear, parseISO } from 'date-fns';
import { useEffect, useState } from 'react';
import { toast } from 'sonner';
interface EditTransactionDialogProps {
transaction: DecryptedTransaction | null;
categories: Category[];
accounts: Account[];
banks: Bank[];
labels: Label[];
automationRules?: AutomationRule[];
open: boolean;
onOpenChange: (open: boolean) => void;
onSuccess: (transaction: DecryptedTransaction) => void;
mode: 'create' | 'edit';
}
export function EditTransactionDialog({
transaction,
categories,
accounts,
banks,
labels,
automationRules = [],
open,
onOpenChange,
onSuccess,
mode,
}: EditTransactionDialogProps) {
const STORAGE_KEY_UPDATE_BALANCE =
'whisper_money_update_balance_on_transaction';
const { isKeySet } = useEncryptionKey();
const { sync } = useSyncContext();
const [transactionDate, setTransactionDate] = useState('');
const [description, setDescription] = useState('');
const [amount, setAmount] = useState<number>(0);
const [accountId, setAccountId] = useState<string>('');
const [categoryId, setCategoryId] = useState<string>('null');
const [selectedLabelIds, setSelectedLabelIds] = useState<string[]>([]);
const [notes, setNotes] = useState('');
const [isSubmitting, setIsSubmitting] = useState(false);
const [decryptedAccountNames, setDecryptedAccountNames] = useState<
Map<string, string>
>(new Map());
const [updateAccountBalance, setUpdateAccountBalance] = useState(() => {
if (typeof window !== 'undefined') {
const stored = localStorage.getItem(STORAGE_KEY_UPDATE_BALANCE);
return stored === 'true';
}
return false;
});
useEffect(() => {
if (mode === 'edit' && transaction) {
setTransactionDate(transaction.transaction_date);
setDescription(transaction.decryptedDescription);
setAmount(transaction.amount);
setAccountId(transaction.account_id);
setCategoryId(transaction.category_id || 'null');
setSelectedLabelIds(
transaction.label_ids ||
transaction.labels?.map((l) => l.id) ||
[],
);
setNotes(transaction.decryptedNotes || '');
} else if (mode === 'create' && open) {
const today = new Date().toISOString().split('T')[0];
setTransactionDate(today);
setDescription('');
setAmount(0);
const availableAccounts = filterTransactionalAccounts(accounts);
setAccountId(
availableAccounts.length > 0 ? availableAccounts[0].id : '',
);
setCategoryId('null');
setSelectedLabelIds([]);
setNotes('');
}
}, [mode, transaction, open, accounts]);
useEffect(() => {
if (!open || mode !== 'create') return;
async function decryptAccountNames() {
const keyString = getStoredKey();
if (!keyString) {
return;
}
try {
const key = await importKey(keyString);
const decryptedNames = new Map<string, string>();
await Promise.all(
accounts.map(async (account) => {
try {
const decryptedName = await decrypt(
account.name,
key,
account.name_iv,
);
decryptedNames.set(account.id, decryptedName);
} catch (error) {
console.error(
'Failed to decrypt account name:',
account.id,
error,
);
decryptedNames.set(account.id, '[Encrypted]');
}
}),
);
setDecryptedAccountNames(decryptedNames);
} catch (error) {
console.error('Failed to decrypt account names:', error);
}
}
decryptAccountNames();
}, [open, mode, accounts]);
async function checkAndApplyAutomationRules() {
if (mode !== 'create' || automationRules.length === 0) {
return {
categoryId: null,
notes: null,
notesIv: null,
ruleName: null,
};
}
const keyString = getStoredKey();
if (!keyString) {
return {
categoryId: null,
notes: null,
notesIv: null,
ruleName: null,
};
}
const key = await importKey(keyString);
const result = await evaluateRulesForNewTransaction(
{
description: description.trim(),
amount: amount / 100,
transaction_date: transactionDate,
account_id: accountId,
notes: notes.trim() || undefined,
},
automationRules,
categories,
accounts,
banks,
key,
);
if (!result) {
return {
categoryId: null,
notes: null,
notesIv: null,
ruleName: null,
};
}
let finalNotes = notes.trim();
const finalNotesIv = null;
if (result.note && result.noteIv) {
const decryptedRuleNote = await decrypt(
result.note,
key,
result.noteIv,
);
finalNotes = appendNoteIfNotPresent(
finalNotes || undefined,
decryptedRuleNote,
);
}
return {
categoryId: result.categoryId,
notes: finalNotes || null,
notesIv: finalNotesIv,
ruleName: result.rule.title,
};
}
function handleUpdateBalanceChange(checked: boolean) {
setUpdateAccountBalance(checked);
localStorage.setItem(STORAGE_KEY_UPDATE_BALANCE, String(checked));
}
async function updateBalanceForTransaction(
accountIdToUpdate: string,
transactionDateStr: string,
transactionAmount: number,
) {
const xsrfToken = decodeURIComponent(
document.cookie
.split('; ')
.find((row) => row.startsWith('XSRF-TOKEN='))
?.split('=')[1] || '',
);
try {
// Fetch balances from backend
const balancesResponse = await fetch(
indexBalances.url(accountIdToUpdate),
{
headers: {
Accept: 'application/json',
},
},
);
if (!balancesResponse.ok) {
throw new Error('Failed to fetch balances');
}
const balancesData = await balancesResponse.json();
const accountBalances = (balancesData.data || []).sort(
(a: { balance_date: string }, b: { balance_date: string }) =>
new Date(b.balance_date).getTime() -
new Date(a.balance_date).getTime(),
);
const latestBalance =
accountBalances.length > 0 ? accountBalances[0].balance : 0;
const newBalance = latestBalance + transactionAmount;
// Store new balance via backend
const storeResponse = await fetch(
storeBalance.url(accountIdToUpdate),
{
method: 'POST',
headers: {
'Content-Type': 'application/json',
'X-XSRF-TOKEN': xsrfToken,
Accept: 'application/json',
},
body: JSON.stringify({
balance_date: transactionDateStr,
balance: newBalance,
}),
},
);
if (!storeResponse.ok) {
throw new Error('Failed to store balance');
}
} catch (error) {
console.error('Failed to update account balance:', error);
toast.error('Transaction created, but failed to update balance');
}
}
async function handleSubmit(e: React.FormEvent) {
e.preventDefault();
if (!isKeySet) {
toast.error(
'Please unlock your encryption key to save transactions',
);
return;
}
if (mode === 'create') {
if (!description.trim()) {
toast.error('Description is required');
return;
}
if (amount === 0) {
toast.error('Amount is required');
return;
}
if (!accountId) {
toast.error('Account is required');
return;
}
if (!transactionDate) {
toast.error('Date is required');
return;
}
} else if (
mode === 'edit' &&
transaction?.source === 'manually_created'
) {
if (!description.trim()) {
toast.error('Description is required');
return;
}
}
setIsSubmitting(true);
try {
const trimmedDescription = description.trim();
const keyString = getStoredKey();
if (!keyString) {
throw new Error('Encryption key not available');
}
const key = await importKey(keyString);
if (mode === 'create') {
const ruleResult = await checkAndApplyAutomationRules();
let finalCategoryId = categoryId === 'null' ? null : categoryId;
let finalNotes = notes.trim();
if (ruleResult.categoryId) {
finalCategoryId = ruleResult.categoryId;
}
if (ruleResult.notes) {
finalNotes = ruleResult.notes;
}
let encryptedNotes: string | null = null;
let notesIv: string | null = null;
if (finalNotes) {
const encrypted = await encrypt(finalNotes, key);
encryptedNotes = encrypted.encrypted;
notesIv = encrypted.iv;
}
const encryptedDescription = await encrypt(
trimmedDescription,
key,
);
const selectedAccount = accounts.find(
(acc) => acc.id === accountId,
);
if (!selectedAccount) {
throw new Error('Selected account not found');
}
const createdTransaction = await transactionSyncService.create({
user_id: '00000000-0000-0000-0000-000000000000',
account_id: accountId,
category_id: finalCategoryId,
description: encryptedDescription.encrypted,
description_iv: encryptedDescription.iv,
transaction_date: transactionDate,
amount: amount,
currency_code: selectedAccount.currency_code,
notes: encryptedNotes,
notes_iv: notesIv,
source: 'manually_created' as const,
});
const updatedCategory = finalCategoryId
? categories.find(
(category) => category.id === finalCategoryId,
) || null
: null;
const newTransaction: DecryptedTransaction = {
...createdTransaction,
decryptedDescription: trimmedDescription,
decryptedNotes: finalNotes || null,
category: updatedCategory,
account: selectedAccount,
bank: selectedAccount.bank?.id
? banks.find((b) => b.id === selectedAccount.bank?.id)
: undefined,
};
if (updateAccountBalance) {
await updateBalanceForTransaction(
accountId,
transactionDate,
amount,
);
}
toast.success('Transaction created successfully');
if (ruleResult.ruleName) {
toast.success(`Rule "${ruleResult.ruleName}" applied`);
}
onSuccess(newTransaction);
onOpenChange(false);
// Sync to update IndexedDB
sync();
} else {
if (!transaction) {
return;
}
const selectedCategoryId =
categoryId === 'null' ? null : categoryId;
const trimmedNotes = notes.trim();
const trimmedDescription = description.trim();
let encryptedNotes: string | null = null;
let notesIv: string | null = null;
if (trimmedNotes) {
const encrypted = await encrypt(trimmedNotes, key);
encryptedNotes = encrypted.encrypted;
notesIv = encrypted.iv;
}
const updateData: {
category_id: string | null;
notes: string | null;
notes_iv: string | null;
description?: string;
description_iv?: string;
label_ids?: string[];
} = {
category_id: selectedCategoryId,
notes: encryptedNotes,
notes_iv: notesIv,
label_ids: selectedLabelIds,
};
let finalDecryptedDescription =
transaction.decryptedDescription;
if (
transaction.source === 'manually_created' &&
trimmedDescription
) {
const encryptedDescription = await encrypt(
trimmedDescription,
key,
);
updateData.description = encryptedDescription.encrypted;
updateData.description_iv = encryptedDescription.iv;
finalDecryptedDescription = trimmedDescription;
}
await transactionSyncService.update(transaction.id, updateData);
const updatedRecord = await transactionSyncService.getById(
transaction.id,
);
const updatedCategory = selectedCategoryId
? categories.find(
(category) => category.id === selectedCategoryId,
) || null
: null;
const selectedLabels = labels.filter((label) =>
selectedLabelIds.includes(label.id),
);
const updatedTransaction: DecryptedTransaction = {
...transaction,
category_id: selectedCategoryId,
category: updatedCategory,
decryptedDescription: finalDecryptedDescription,
description:
updateData.description ?? transaction.description,
description_iv:
updateData.description_iv ?? transaction.description_iv,
decryptedNotes: trimmedNotes || null,
notes: encryptedNotes,
notes_iv: notesIv,
label_ids: selectedLabelIds,
labels: selectedLabels,
updated_at:
updatedRecord?.updated_at ?? transaction.updated_at,
};
toast.success('Transaction updated successfully');
onSuccess(updatedTransaction);
onOpenChange(false);
// Sync to update IndexedDB
sync();
}
} catch (error) {
console.error('Failed to save transaction:', error);
toast.error(
`Failed to ${mode === 'create' ? 'create' : 'update'} transaction`,
);
} finally {
setIsSubmitting(false);
}
}
const selectedAccount = accounts.find((acc) => acc.id === accountId);
const transactionalAccounts = filterTransactionalAccounts(accounts);
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-[525px]">
<DialogHeader>
<DialogTitle>
{mode === 'create'
? 'Add Transaction'
: 'Edit Transaction'}
</DialogTitle>
<DialogDescription>
{mode === 'create'
? 'Create a new transaction.'
: 'Update the category and notes for this transaction.'}
</DialogDescription>
</DialogHeader>
<form onSubmit={handleSubmit}>
<div className="space-y-4 py-4">
<div className="space-y-2">
<FormLabel
htmlFor="date"
className={
mode === 'edit'
? 'text-sm text-muted-foreground'
: ''
}
>
Date
</FormLabel>
{mode === 'create' ? (
<Input
id="date"
type="date"
value={transactionDate}
onChange={(e) =>
setTransactionDate(e.target.value)
}
disabled={isSubmitting}
required
/>
) : (
<div className="text-sm">
{transaction &&
(() => {
const date = parseISO(
transaction.transaction_date,
);
const currentYear = getYear(
new Date(),
);
const transactionYear =
getYear(date);
const formatString =
transactionYear === currentYear
? 'MMMM d'
: 'MMMM d, yyyy';
return format(date, formatString);
})()}
</div>
)}
</div>
<div className="space-y-2">
<FormLabel
htmlFor="description"
className={
mode === 'edit' &&
transaction?.source === 'imported'
? 'text-sm text-muted-foreground'
: ''
}
>
Description
</FormLabel>
{mode === 'create' ||
(mode === 'edit' &&
transaction?.source === 'manually_created') ? (
<Textarea
id="description"
value={description}
onChange={(e) =>
setDescription(e.target.value)
}
placeholder="Transaction description"
disabled={isSubmitting}
required
rows={3}
/>
) : (
<div className="space-y-1.5">
<Textarea
id="description"
value={
transaction?.decryptedDescription ??
''
}
disabled
className="bg-muted"
rows={3}
/>
<p className="text-xs text-muted-foreground">
This transaction was imported from a
file. The description cannot be
modified.
</p>
</div>
)}
</div>
<div className="space-y-2">
<FormLabel
htmlFor="amount"
className={
mode === 'edit'
? 'text-sm text-muted-foreground'
: ''
}
>
Amount
</FormLabel>
{mode === 'create' ? (
<>
<AmountInput
id="amount"
value={amount}
onChange={setAmount}
currencyCode={
selectedAccount?.currency_code ||
'USD'
}
disabled={isSubmitting}
required
/>
<div className="flex items-center gap-2">
<Checkbox
id="update-balance"
checked={updateAccountBalance}
onCheckedChange={(checked) =>
handleUpdateBalanceChange(
checked === true,
)
}
disabled={isSubmitting}
/>
<FormLabel
htmlFor="update-balance"
className="cursor-pointer font-normal"
>
Update account balance
</FormLabel>
</div>
</>
) : (
<div className="text-sm font-medium">
{transaction &&
new Intl.NumberFormat('en-US', {
style: 'currency',
currency: transaction.currency_code,
}).format(transaction.amount / 100)}
</div>
)}
</div>
{mode === 'create' && (
<div className="space-y-2">
<FormLabel htmlFor="account">Account</FormLabel>
<Select
value={accountId}
onValueChange={setAccountId}
disabled={isSubmitting}
>
<SelectTrigger
id="account"
data-testid="account-select"
>
<SelectValue placeholder="Select account" />
</SelectTrigger>
<SelectContent>
{transactionalAccounts.map(
(account) => (
<SelectItem
key={account.id}
value={String(account.id)}
>
{decryptedAccountNames.get(
account.id,
) || '[Loading...]'}
</SelectItem>
),
)}
</SelectContent>
</Select>
</div>
)}
<div className="space-y-2">
<FormLabel htmlFor="category">Category</FormLabel>
<CategorySelect
value={categoryId}
onValueChange={setCategoryId}
categories={categories}
disabled={isSubmitting}
placeholder="Uncategorized"
triggerClassName="w-full"
showUncategorized={true}
data-testid="category-select"
/>
</div>
<div className="space-y-2">
<FormLabel>Labels</FormLabel>
<LabelCombobox
value={selectedLabelIds}
onValueChange={setSelectedLabelIds}
labels={labels}
disabled={isSubmitting}
placeholder="Add labels..."
allowCreate={true}
/>
</div>
<div className="space-y-2">
<FormLabel htmlFor="notes">Notes</FormLabel>
<Textarea
id="notes"
placeholder="Add notes..."
value={notes}
onChange={(e) => setNotes(e.target.value)}
rows={3}
disabled={isSubmitting}
/>
</div>
</div>
<DialogFooter>
<Button
type="button"
variant="outline"
onClick={() => onOpenChange(false)}
disabled={isSubmitting}
>
Cancel
</Button>
<Button
type="submit"
disabled={isSubmitting}
data-testid="submit-transaction"
>
{isSubmitting
? 'Saving...'
: mode === 'create'
? 'Create Transaction'
: 'Save Changes'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}