refactor: streamline transaction page logic by consolidating state management and enhancing pagination, improving overall performance and maintainability
This commit is contained in:
Julien Froidefond
@@ -1,537 +1,124 @@
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"use client";
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import { useState, useMemo, useEffect, useCallback } from "react";
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import { useSearchParams } from "next/navigation";
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import { useCallback } from "react";
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import { PageLayout, PageHeader } from "@/components/layout";
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import { RefreshCw } from "lucide-react";
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import {
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TransactionFilters,
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TransactionBulkActions,
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TransactionTable,
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TransactionPagination,
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formatCurrency,
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formatDate,
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} from "@/components/transactions";
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import { RuleCreateDialog } from "@/components/rules";
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import { OFXImportDialog } from "@/components/import/ofx-import-dialog";
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import {
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useBankingMetadata,
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useTransactions,
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getTransactionsQueryKey,
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useDuplicateIds,
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} from "@/lib/hooks";
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import { updateCategory } from "@/lib/store-db";
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import { useQueryClient } from "@tanstack/react-query";
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import { Button } from "@/components/ui/button";
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import { Upload } from "lucide-react";
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import type { Transaction } from "@/lib/types";
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import type { TransactionsPaginatedParams } from "@/services/banking.service";
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import {
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normalizeDescription,
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suggestKeyword,
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} from "@/components/rules/constants";
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type SortField = "date" | "amount" | "description";
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type SortOrder = "asc" | "desc";
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type Period = "1month" | "3months" | "6months" | "12months" | "custom" | "all";
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const PAGE_SIZE = 100;
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import { useTransactionsPage } from "@/hooks/use-transactions-page";
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import { useTransactionMutations } from "@/hooks/use-transaction-mutations";
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import { useTransactionRules } from "@/hooks/use-transaction-rules";
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export default function TransactionsPage() {
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const searchParams = useSearchParams();
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const queryClient = useQueryClient();
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const { data: metadata, isLoading: isLoadingMetadata } = useBankingMetadata();
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const [searchQuery, setSearchQuery] = useState("");
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const [debouncedSearchQuery, setDebouncedSearchQuery] = useState("");
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const [selectedAccounts, setSelectedAccounts] = useState<string[]>(["all"]);
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const [page, setPage] = useState(0);
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// Debounce search query
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useEffect(() => {
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const timer = setTimeout(() => {
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setDebouncedSearchQuery(searchQuery);
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setPage(0); // Reset to first page when search changes
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}, 300);
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return () => clearTimeout(timer);
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}, [searchQuery]);
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useEffect(() => {
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const accountId = searchParams.get("accountId");
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if (accountId) {
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setSelectedAccounts([accountId]);
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setPage(0);
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}
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}, [searchParams]);
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const [selectedCategories, setSelectedCategories] = useState<string[]>([
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"all",
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]);
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const [showReconciled, setShowReconciled] = useState<string>("all");
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const [period, setPeriod] = useState<Period>("all");
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const [customStartDate, setCustomStartDate] = useState<Date | undefined>(
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undefined
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);
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const [customEndDate, setCustomEndDate] = useState<Date | undefined>(
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undefined
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);
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const [isCustomDatePickerOpen, setIsCustomDatePickerOpen] = useState(false);
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const [sortField, setSortField] = useState<SortField>("date");
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const [sortOrder, setSortOrder] = useState<SortOrder>("desc");
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const [selectedTransactions, setSelectedTransactions] = useState<Set<string>>(
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new Set()
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);
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const [ruleDialogOpen, setRuleDialogOpen] = useState(false);
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const [ruleTransaction, setRuleTransaction] = useState<Transaction | null>(
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null
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);
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const [updatingTransactionIds, setUpdatingTransactionIds] = useState<
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Set<string>
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>(new Set());
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const [showDuplicates, setShowDuplicates] = useState(false);
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// Get start date based on period
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const startDate = useMemo(() => {
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const now = new Date();
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switch (period) {
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case "1month":
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return new Date(now.getFullYear(), now.getMonth() - 1, 1);
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case "3months":
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return new Date(now.getFullYear(), now.getMonth() - 3, 1);
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case "6months":
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return new Date(now.getFullYear(), now.getMonth() - 6, 1);
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case "12months":
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return new Date(now.getFullYear(), now.getMonth() - 12, 1);
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case "custom":
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return customStartDate || new Date(0);
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default:
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return new Date(0);
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}
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}, [period, customStartDate]);
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// Get end date (only for custom period)
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const endDate = useMemo(() => {
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if (period === "custom" && customEndDate) {
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return customEndDate;
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}
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return undefined;
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}, [period, customEndDate]);
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// Build transaction query params
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const transactionParams = useMemo(() => {
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const params: TransactionsPaginatedParams = {
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limit: PAGE_SIZE,
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offset: page * PAGE_SIZE,
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sortField,
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sortOrder,
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};
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if (startDate && period !== "all") {
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params.startDate = startDate.toISOString().split("T")[0];
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}
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if (endDate) {
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params.endDate = endDate.toISOString().split("T")[0];
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}
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if (!selectedAccounts.includes("all")) {
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params.accountIds = selectedAccounts;
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}
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if (!selectedCategories.includes("all")) {
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if (selectedCategories.includes("uncategorized")) {
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params.includeUncategorized = true;
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} else {
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params.categoryIds = selectedCategories;
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}
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}
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if (debouncedSearchQuery) {
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params.search = debouncedSearchQuery;
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}
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if (showReconciled !== "all") {
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params.isReconciled = showReconciled === "reconciled";
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}
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return params;
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}, [
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page,
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startDate,
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endDate,
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// Main page state and logic
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const {
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metadata,
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isLoadingMetadata,
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searchQuery,
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setSearchQuery,
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selectedAccounts,
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onAccountsChange,
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selectedCategories,
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debouncedSearchQuery,
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onCategoriesChange,
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showReconciled,
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onReconciledChange,
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period,
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onPeriodChange,
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customStartDate,
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customEndDate,
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onCustomStartDateChange,
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onCustomEndDateChange,
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isCustomDatePickerOpen,
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onCustomDatePickerOpenChange,
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showDuplicates,
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onShowDuplicatesChange,
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page,
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pageSize,
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onPageChange,
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sortField,
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sortOrder,
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period,
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]);
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onSortChange,
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selectedTransactions,
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onToggleSelectAll,
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onToggleSelectTransaction,
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clearSelection,
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transactionsData,
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isLoadingTransactions,
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invalidateTransactions,
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duplicateIds,
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transactionParams,
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} = useTransactionsPage();
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// Fetch transactions with pagination
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// Transaction mutations
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const {
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data: transactionsData,
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isLoading: isLoadingTransactions,
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invalidate: invalidateTransactions,
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} = useTransactions(transactionParams, !!metadata);
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toggleReconciled,
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markReconciled,
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setCategory,
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deleteTransaction,
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bulkReconcile: handleBulkReconcile,
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bulkSetCategory: handleBulkSetCategory,
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updatingTransactionIds,
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} = useTransactionMutations({
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transactionParams,
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transactionsData,
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invalidateTransactions,
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});
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// Fetch duplicate IDs
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const { data: duplicateIds = new Set<string>() } = useDuplicateIds();
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// For filter comboboxes, we'll use empty arrays for now
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// They can be enhanced later with separate queries if needed
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const transactionsForAccountFilter: Transaction[] = [];
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const transactionsForCategoryFilter: Transaction[] = [];
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const handleCreateRule = useCallback((transaction: Transaction) => {
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setRuleTransaction(transaction);
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setRuleDialogOpen(true);
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}, []);
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// Create a virtual group for the rule dialog based on selected transaction
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// Note: This requires fetching similar transactions - simplified for now
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const ruleGroup = useMemo(() => {
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if (!ruleTransaction || !transactionsData) return null;
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// Use transactions from current page to find similar ones
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const normalizedDesc = normalizeDescription(ruleTransaction.description);
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const similarTransactions = transactionsData.transactions.filter(
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(t) => normalizeDescription(t.description) === normalizedDesc
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);
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if (similarTransactions.length === 0) return null;
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return {
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key: normalizedDesc,
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displayName: ruleTransaction.description,
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transactions: similarTransactions,
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totalAmount: similarTransactions.reduce((sum, t) => sum + t.amount, 0),
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suggestedKeyword: suggestKeyword(
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similarTransactions.map((t) => t.description)
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),
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};
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}, [ruleTransaction, transactionsData]);
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const handleSaveRule = useCallback(
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async (ruleData: {
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keyword: string;
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categoryId: string;
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applyToExisting: boolean;
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transactionIds: string[];
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}) => {
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if (!metadata) return;
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// 1. Add keyword to category
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const category = metadata.categories.find(
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(c: { id: string }) => c.id === ruleData.categoryId
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);
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if (!category) {
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throw new Error("Category not found");
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}
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// Check if keyword already exists
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const keywordExists = category.keywords.some(
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(k: string) => k.toLowerCase() === ruleData.keyword.toLowerCase()
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);
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if (!keywordExists) {
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await updateCategory({
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...category,
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keywords: [...category.keywords, ruleData.keyword],
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});
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}
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// 2. Apply to existing transactions if requested
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if (ruleData.applyToExisting) {
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await Promise.all(
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ruleData.transactionIds.map((id) =>
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fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ id, categoryId: ruleData.categoryId }),
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})
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)
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);
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}
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// Invalidate queries
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queryClient.invalidateQueries({ queryKey: ["transactions"] });
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queryClient.invalidateQueries({ queryKey: ["banking-metadata"] });
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setRuleDialogOpen(false);
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},
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[metadata, queryClient]
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);
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// Transaction rules
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const {
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ruleDialogOpen,
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setRuleDialogOpen,
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ruleGroup,
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handleCreateRule,
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handleSaveRule,
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} = useTransactionRules({
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transactionsData,
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metadata,
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});
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const invalidateAll = useCallback(() => {
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invalidateTransactions();
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queryClient.invalidateQueries({ queryKey: ["banking-metadata"] });
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}, [invalidateTransactions, queryClient]);
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const formatCurrency = (amount: number) => {
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return new Intl.NumberFormat("fr-FR", {
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style: "currency",
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currency: "EUR",
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}).format(amount);
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};
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const handleBulkReconcileWithClear = useCallback(
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(reconciled: boolean) => {
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handleBulkReconcile(reconciled, selectedTransactions);
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clearSelection();
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},
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[handleBulkReconcile, selectedTransactions, clearSelection]
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);
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const formatDate = (dateStr: string) => {
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return new Date(dateStr).toLocaleDateString("fr-FR", {
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day: "2-digit",
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month: "short",
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year: "numeric",
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});
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};
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const toggleReconciled = async (transactionId: string) => {
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if (!transactionsData) return;
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const transaction = transactionsData.transactions.find(
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(t) => t.id === transactionId
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);
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if (!transaction) return;
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const updatedTransaction = {
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...transaction,
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isReconciled: !transaction.isReconciled,
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};
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try {
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await fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify(updatedTransaction),
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});
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invalidateTransactions();
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} catch (error) {
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console.error("Failed to update transaction:", error);
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}
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};
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const markReconciled = async (transactionId: string) => {
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if (!transactionsData) return;
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const transaction = transactionsData.transactions.find(
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(t) => t.id === transactionId
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);
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if (!transaction || transaction.isReconciled) return;
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const updatedTransaction = {
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...transaction,
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isReconciled: true,
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};
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try {
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await fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify(updatedTransaction),
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});
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invalidateTransactions();
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} catch (error) {
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console.error("Failed to update transaction:", error);
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}
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};
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const setCategory = async (
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transactionId: string,
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categoryId: string | null
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) => {
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if (!transactionsData) return;
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const transaction = transactionsData.transactions.find(
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(t) => t.id === transactionId
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);
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if (!transaction) return;
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setUpdatingTransactionIds((prev) => new Set(prev).add(transactionId));
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try {
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const response = await fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ ...transaction, categoryId }),
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});
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if (!response.ok) {
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throw new Error(`HTTP error! status: ${response.status}`);
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}
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// Mise à jour directe du cache après succès
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const queryKey = getTransactionsQueryKey(transactionParams);
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queryClient.setQueryData<typeof transactionsData>(queryKey, (oldData) => {
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if (!oldData) return oldData;
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return {
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...oldData,
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transactions: oldData.transactions.map((t) =>
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t.id === transactionId ? { ...t, categoryId } : t
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),
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};
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});
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} catch (error) {
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console.error("Failed to update transaction:", error);
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invalidateTransactions();
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} finally {
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setUpdatingTransactionIds((prev) => {
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const next = new Set(prev);
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next.delete(transactionId);
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return next;
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});
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}
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};
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const bulkReconcile = async (reconciled: boolean) => {
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if (!transactionsData) return;
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const transactionsToUpdate = transactionsData.transactions.filter((t) =>
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selectedTransactions.has(t.id)
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);
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setSelectedTransactions(new Set());
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try {
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await Promise.all(
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transactionsToUpdate.map((t) =>
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fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ ...t, isReconciled: reconciled }),
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})
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)
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);
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invalidateTransactions();
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} catch (error) {
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console.error("Failed to update transactions:", error);
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}
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};
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const bulkSetCategory = async (categoryId: string | null) => {
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if (!transactionsData) return;
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const transactionsToUpdate = transactionsData.transactions.filter((t) =>
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selectedTransactions.has(t.id)
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);
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const transactionIds = transactionsToUpdate.map((t) => t.id);
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setSelectedTransactions(new Set());
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setUpdatingTransactionIds((prev) => {
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const next = new Set(prev);
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transactionIds.forEach((id) => next.add(id));
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return next;
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});
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try {
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await Promise.all(
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transactionsToUpdate.map((t) =>
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fetch("/api/banking/transactions", {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ ...t, categoryId }),
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})
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)
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);
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// Mise à jour directe du cache après succès
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const queryKey = getTransactionsQueryKey(transactionParams);
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queryClient.setQueryData<typeof transactionsData>(queryKey, (oldData) => {
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if (!oldData) return oldData;
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return {
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...oldData,
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transactions: oldData.transactions.map((t) =>
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transactionIds.includes(t.id) ? { ...t, categoryId } : t
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),
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};
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});
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} catch (error) {
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console.error("Failed to update transactions:", error);
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invalidateTransactions();
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} finally {
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setUpdatingTransactionIds((prev) => {
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const next = new Set(prev);
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transactionIds.forEach((id) => next.delete(id));
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return next;
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});
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}
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};
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const toggleSelectAll = () => {
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if (!transactionsData) return;
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if (selectedTransactions.size === transactionsData.transactions.length) {
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setSelectedTransactions(new Set());
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} else {
|
||||
setSelectedTransactions(
|
||||
new Set(transactionsData.transactions.map((t) => t.id))
|
||||
);
|
||||
}
|
||||
};
|
||||
|
||||
const toggleSelectTransaction = (id: string) => {
|
||||
const newSelected = new Set(selectedTransactions);
|
||||
if (newSelected.has(id)) {
|
||||
newSelected.delete(id);
|
||||
} else {
|
||||
newSelected.add(id);
|
||||
}
|
||||
setSelectedTransactions(newSelected);
|
||||
};
|
||||
|
||||
const handleSortChange = (field: SortField) => {
|
||||
if (sortField === field) {
|
||||
setSortOrder(sortOrder === "asc" ? "desc" : "asc");
|
||||
} else {
|
||||
setSortField(field);
|
||||
setSortOrder(field === "date" ? "desc" : "asc");
|
||||
}
|
||||
setPage(0);
|
||||
};
|
||||
|
||||
const deleteTransaction = async (transactionId: string) => {
|
||||
// Remove from selected if selected
|
||||
const newSelected = new Set(selectedTransactions);
|
||||
newSelected.delete(transactionId);
|
||||
setSelectedTransactions(newSelected);
|
||||
|
||||
// Sauvegarder les données actuelles pour pouvoir les restaurer en cas d'erreur
|
||||
const queryKey = getTransactionsQueryKey(transactionParams);
|
||||
const previousData =
|
||||
queryClient.getQueryData<typeof transactionsData>(queryKey);
|
||||
|
||||
// Mise à jour optimiste du cache
|
||||
queryClient.setQueryData<typeof transactionsData>(queryKey, (oldData) => {
|
||||
if (!oldData) return oldData;
|
||||
return {
|
||||
...oldData,
|
||||
transactions: oldData.transactions.filter(
|
||||
(t) => t.id !== transactionId
|
||||
),
|
||||
total: oldData.total - 1,
|
||||
};
|
||||
});
|
||||
|
||||
try {
|
||||
const response = await fetch(
|
||||
`/api/banking/transactions?id=${transactionId}`,
|
||||
{
|
||||
method: "DELETE",
|
||||
}
|
||||
);
|
||||
|
||||
if (!response.ok) {
|
||||
const errorData = await response.json().catch(() => ({}));
|
||||
throw new Error(
|
||||
errorData.error || `Failed to delete transaction: ${response.status}`
|
||||
);
|
||||
}
|
||||
|
||||
// Ne pas invalider immédiatement - la mise à jour optimiste est déjà correcte
|
||||
// On invalide seulement les autres queries qui pourraient être affectées (métadonnées, stats)
|
||||
queryClient.invalidateQueries({ queryKey: ["banking-metadata"] });
|
||||
} catch (error) {
|
||||
console.error("Failed to delete transaction:", error);
|
||||
// Restaurer les données précédentes en cas d'erreur
|
||||
if (previousData) {
|
||||
queryClient.setQueryData(queryKey, previousData);
|
||||
}
|
||||
// Invalider pour récupérer les données correctes du serveur
|
||||
invalidateTransactions();
|
||||
}
|
||||
};
|
||||
const handleBulkSetCategoryWithClear = useCallback(
|
||||
(categoryId: string | null) => {
|
||||
handleBulkSetCategory(categoryId, selectedTransactions);
|
||||
clearSelection();
|
||||
},
|
||||
[handleBulkSetCategory, selectedTransactions, clearSelection]
|
||||
);
|
||||
|
||||
const filteredTransactions = transactionsData?.transactions || [];
|
||||
const totalTransactions = transactionsData?.total || 0;
|
||||
const hasMore = transactionsData?.hasMore || false;
|
||||
|
||||
// For filter comboboxes, we'll use empty arrays for now
|
||||
// They can be enhanced later with separate queries if needed
|
||||
const transactionsForAccountFilter: never[] = [];
|
||||
const transactionsForCategoryFilter: never[] = [];
|
||||
|
||||
// Early return for loading state - prevents sidebar flash
|
||||
if (isLoadingMetadata || !metadata) {
|
||||
return (
|
||||
@@ -562,44 +149,21 @@ export default function TransactionsPage() {
|
||||
searchQuery={searchQuery}
|
||||
onSearchChange={setSearchQuery}
|
||||
selectedAccounts={selectedAccounts}
|
||||
onAccountsChange={(accounts) => {
|
||||
setSelectedAccounts(accounts);
|
||||
setPage(0);
|
||||
}}
|
||||
onAccountsChange={onAccountsChange}
|
||||
selectedCategories={selectedCategories}
|
||||
onCategoriesChange={(categories) => {
|
||||
setPage(0);
|
||||
setSelectedCategories(categories);
|
||||
}}
|
||||
onCategoriesChange={onCategoriesChange}
|
||||
showReconciled={showReconciled}
|
||||
onReconciledChange={(value) => {
|
||||
setShowReconciled(value);
|
||||
setPage(0);
|
||||
}}
|
||||
onReconciledChange={onReconciledChange}
|
||||
period={period}
|
||||
onPeriodChange={(p) => {
|
||||
setPeriod(p);
|
||||
setPage(0);
|
||||
if (p !== "custom") {
|
||||
setIsCustomDatePickerOpen(false);
|
||||
} else {
|
||||
setIsCustomDatePickerOpen(true);
|
||||
}
|
||||
}}
|
||||
onPeriodChange={onPeriodChange}
|
||||
customStartDate={customStartDate}
|
||||
customEndDate={customEndDate}
|
||||
onCustomStartDateChange={(date) => {
|
||||
setCustomStartDate(date);
|
||||
setPage(0);
|
||||
}}
|
||||
onCustomEndDateChange={(date) => {
|
||||
setCustomEndDate(date);
|
||||
setPage(0);
|
||||
}}
|
||||
onCustomStartDateChange={onCustomStartDateChange}
|
||||
onCustomEndDateChange={onCustomEndDateChange}
|
||||
isCustomDatePickerOpen={isCustomDatePickerOpen}
|
||||
onCustomDatePickerOpenChange={setIsCustomDatePickerOpen}
|
||||
onCustomDatePickerOpenChange={onCustomDatePickerOpenChange}
|
||||
showDuplicates={showDuplicates}
|
||||
onShowDuplicatesChange={setShowDuplicates}
|
||||
onShowDuplicatesChange={onShowDuplicatesChange}
|
||||
accounts={metadata.accounts}
|
||||
folders={metadata.folders}
|
||||
categories={metadata.categories}
|
||||
@@ -610,8 +174,8 @@ export default function TransactionsPage() {
|
||||
<TransactionBulkActions
|
||||
selectedCount={selectedTransactions.size}
|
||||
categories={metadata.categories}
|
||||
onReconcile={bulkReconcile}
|
||||
onSetCategory={bulkSetCategory}
|
||||
onReconcile={handleBulkReconcileWithClear}
|
||||
onSetCategory={handleBulkSetCategoryWithClear}
|
||||
/>
|
||||
|
||||
{isLoadingTransactions ? (
|
||||
@@ -627,9 +191,9 @@ export default function TransactionsPage() {
|
||||
selectedTransactions={selectedTransactions}
|
||||
sortField={sortField}
|
||||
sortOrder={sortOrder}
|
||||
onSortChange={handleSortChange}
|
||||
onToggleSelectAll={toggleSelectAll}
|
||||
onToggleSelectTransaction={toggleSelectTransaction}
|
||||
onSortChange={onSortChange}
|
||||
onToggleSelectAll={onToggleSelectAll}
|
||||
onToggleSelectTransaction={onToggleSelectTransaction}
|
||||
onToggleReconciled={toggleReconciled}
|
||||
onMarkReconciled={markReconciled}
|
||||
onSetCategory={setCategory}
|
||||
@@ -642,34 +206,13 @@ export default function TransactionsPage() {
|
||||
highlightDuplicates={showDuplicates}
|
||||
/>
|
||||
|
||||
{/* Pagination controls */}
|
||||
{totalTransactions > PAGE_SIZE && (
|
||||
<div className="flex items-center justify-between mt-4">
|
||||
<div className="text-sm text-muted-foreground">
|
||||
Affichage de {page * PAGE_SIZE + 1} à{" "}
|
||||
{Math.min((page + 1) * PAGE_SIZE, totalTransactions)} sur{" "}
|
||||
{totalTransactions}
|
||||
</div>
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() => setPage((p) => Math.max(0, p - 1))}
|
||||
disabled={page === 0}
|
||||
>
|
||||
Précédent
|
||||
</Button>
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() => setPage((p) => p + 1)}
|
||||
disabled={!hasMore}
|
||||
>
|
||||
Suivant
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
<TransactionPagination
|
||||
page={page}
|
||||
pageSize={pageSize}
|
||||
total={totalTransactions}
|
||||
hasMore={hasMore}
|
||||
onPageChange={onPageChange}
|
||||
/>
|
||||
</>
|
||||
)}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user