refactor: streamline transaction page logic by consolidating state management and enhancing pagination, improving overall performance and maintainability
This commit is contained in:
Julien Froidefond
353
hooks/use-transaction-mutations.ts
Normal file
353
hooks/use-transaction-mutations.ts
Normal file
@@ -0,0 +1,353 @@
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"use client";
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import { useState, useCallback } from "react";
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import { useQueryClient } from "@tanstack/react-query";
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import type { Transaction } from "@/lib/types";
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import { getTransactionsQueryKey } from "@/lib/hooks";
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import type { TransactionsPaginatedParams } from "@/services/banking.service";
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interface UseTransactionMutationsProps {
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transactionParams: TransactionsPaginatedParams;
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transactionsData: { transactions: Transaction[]; total: number } | undefined;
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invalidateTransactions: () => void;
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}
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export function useTransactionMutations({
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transactionParams,
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transactionsData,
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invalidateTransactions,
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}: UseTransactionMutationsProps) {
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const queryClient = useQueryClient();
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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 toggleReconciled = useCallback(
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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 newReconciledState = !transaction.isReconciled;
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const updatedTransaction = {
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...transaction,
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isReconciled: newReconciledState,
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};
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// Optimistic cache update
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const queryKey = getTransactionsQueryKey(transactionParams);
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const previousData =
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queryClient.getQueryData<typeof transactionsData>(queryKey);
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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
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? { ...t, isReconciled: newReconciledState }
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: t
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),
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};
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});
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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(updatedTransaction),
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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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} catch (error) {
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console.error("Failed to update transaction:", error);
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// Rollback on error
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if (previousData) {
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queryClient.setQueryData(queryKey, previousData);
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}
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invalidateTransactions();
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}
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},
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[
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transactionsData,
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transactionParams,
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queryClient,
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invalidateTransactions,
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]
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);
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const markReconciled = useCallback(
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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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// Optimistic cache update
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const queryKey = getTransactionsQueryKey(transactionParams);
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const previousData =
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queryClient.getQueryData<typeof transactionsData>(queryKey);
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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, isReconciled: true } : t
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),
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};
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});
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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(updatedTransaction),
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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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} catch (error) {
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console.error("Failed to update transaction:", error);
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// Rollback on error
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if (previousData) {
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queryClient.setQueryData(queryKey, previousData);
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}
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invalidateTransactions();
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}
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},
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[
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transactionsData,
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transactionParams,
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queryClient,
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invalidateTransactions,
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]
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);
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const setCategory = useCallback(
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async (transactionId: string, categoryId: string | null) => {
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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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// Optimistic cache update
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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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[transactionsData, transactionParams, queryClient, invalidateTransactions]
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);
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const deleteTransaction = useCallback(
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async (transactionId: string) => {
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if (!transactionsData) return;
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// Save current data for rollback
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const queryKey = getTransactionsQueryKey(transactionParams);
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const previousData =
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queryClient.getQueryData<typeof transactionsData>(queryKey);
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// Optimistic cache update
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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.filter(
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(t) => t.id !== transactionId
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),
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total: oldData.total - 1,
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};
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});
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try {
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const response = await fetch(
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`/api/banking/transactions?id=${transactionId}`,
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{
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method: "DELETE",
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}
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);
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if (!response.ok) {
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const errorData = await response.json().catch(() => ({}));
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throw new Error(
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errorData.error || `Failed to delete transaction: ${response.status}`
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);
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}
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// Invalidate related queries
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queryClient.invalidateQueries({ queryKey: ["banking-metadata"] });
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} catch (error) {
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console.error("Failed to delete transaction:", error);
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// Rollback on error
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if (previousData) {
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queryClient.setQueryData(queryKey, previousData);
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}
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invalidateTransactions();
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}
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},
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[transactionsData, transactionParams, queryClient, invalidateTransactions]
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);
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const bulkReconcile = useCallback(
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async (reconciled: boolean, selectedTransactionIds: Set<string>) => {
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if (!transactionsData) return;
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const transactionsToUpdate = transactionsData.transactions.filter((t) =>
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selectedTransactionIds.has(t.id)
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);
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const transactionIds = transactionsToUpdate.map((t) => t.id);
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// Optimistic cache update
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const queryKey = getTransactionsQueryKey(transactionParams);
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const previousData =
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queryClient.getQueryData<typeof transactionsData>(queryKey);
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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)
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? { ...t, isReconciled: reconciled }
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: t
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),
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};
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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, isReconciled: reconciled }),
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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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// Rollback on error
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if (previousData) {
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queryClient.setQueryData(queryKey, previousData);
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}
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invalidateTransactions();
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}
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},
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[
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transactionsData,
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transactionParams,
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queryClient,
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invalidateTransactions,
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]
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);
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const bulkSetCategory = useCallback(
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async (categoryId: string | null, selectedTransactionIds: Set<string>) => {
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if (!transactionsData) return;
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const transactionsToUpdate = transactionsData.transactions.filter((t) =>
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selectedTransactionIds.has(t.id)
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);
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const transactionIds = transactionsToUpdate.map((t) => t.id);
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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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// Optimistic cache update
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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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[transactionsData, transactionParams, queryClient, invalidateTransactions]
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);
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return {
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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,
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bulkSetCategory,
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updatingTransactionIds,
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};
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}
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113
hooks/use-transaction-rules.ts
Normal file
113
hooks/use-transaction-rules.ts
Normal file
@@ -0,0 +1,113 @@
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"use client";
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import { useState, useMemo, useCallback } from "react";
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import { useQueryClient } from "@tanstack/react-query";
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import type { Transaction, Category } from "@/lib/types";
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import { updateCategory } from "@/lib/store-db";
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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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interface UseTransactionRulesProps {
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transactionsData: { transactions: Transaction[] } | undefined;
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metadata: {
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categories: Category[];
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} | null;
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}
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export function useTransactionRules({
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transactionsData,
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metadata,
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}: UseTransactionRulesProps) {
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const queryClient = useQueryClient();
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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 handleCreateRule = useCallback((transaction: Transaction) => {
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setRuleTransaction(transaction);
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setRuleDialogOpen(true);
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}, []);
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const ruleGroup = useMemo(() => {
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if (!ruleTransaction || !transactionsData) return null;
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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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// Add keyword to category
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const category = metadata.categories.find(
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(c) => 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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// 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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|
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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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return {
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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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};
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}
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|
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286
hooks/use-transactions-page.ts
Normal file
286
hooks/use-transactions-page.ts
Normal file
@@ -0,0 +1,286 @@
|
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"use client";
|
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|
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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 {
|
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useBankingMetadata,
|
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useTransactions,
|
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useDuplicateIds,
|
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} from "@/lib/hooks";
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import type { TransactionsPaginatedParams } from "@/services/banking.service";
|
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|
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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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|
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const PAGE_SIZE = 100;
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export function useTransactionsPage() {
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const searchParams = useSearchParams();
|
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const { data: metadata, isLoading: isLoadingMetadata } = useBankingMetadata();
|
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|
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// Search state
|
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const [searchQuery, setSearchQuery] = useState("");
|
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const [debouncedSearchQuery, setDebouncedSearchQuery] = useState("");
|
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|
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// Filter state
|
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const [selectedAccounts, setSelectedAccounts] = useState<string[]>(["all"]);
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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>(
|
||||
undefined
|
||||
);
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const [isCustomDatePickerOpen, setIsCustomDatePickerOpen] = useState(false);
|
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const [showDuplicates, setShowDuplicates] = useState(false);
|
||||
|
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// Pagination state
|
||||
const [page, setPage] = useState(0);
|
||||
|
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// Sort state
|
||||
const [sortField, setSortField] = useState<SortField>("date");
|
||||
const [sortOrder, setSortOrder] = useState<SortOrder>("desc");
|
||||
|
||||
// Selection state
|
||||
const [selectedTransactions, setSelectedTransactions] = useState<Set<string>>(
|
||||
new Set()
|
||||
);
|
||||
|
||||
// Debounce search query
|
||||
useEffect(() => {
|
||||
const timer = setTimeout(() => {
|
||||
setDebouncedSearchQuery(searchQuery);
|
||||
setPage(0);
|
||||
}, 300);
|
||||
return () => clearTimeout(timer);
|
||||
}, [searchQuery]);
|
||||
|
||||
// Handle accountId from URL params
|
||||
useEffect(() => {
|
||||
const accountId = searchParams.get("accountId");
|
||||
if (accountId) {
|
||||
setSelectedAccounts([accountId]);
|
||||
setPage(0);
|
||||
}
|
||||
}, [searchParams]);
|
||||
|
||||
// Calculate start date based on period
|
||||
const startDate = useMemo(() => {
|
||||
const now = new Date();
|
||||
switch (period) {
|
||||
case "1month":
|
||||
return new Date(now.getFullYear(), now.getMonth() - 1, 1);
|
||||
case "3months":
|
||||
return new Date(now.getFullYear(), now.getMonth() - 3, 1);
|
||||
case "6months":
|
||||
return new Date(now.getFullYear(), now.getMonth() - 6, 1);
|
||||
case "12months":
|
||||
return new Date(now.getFullYear(), now.getMonth() - 12, 1);
|
||||
case "custom":
|
||||
return customStartDate || new Date(0);
|
||||
default:
|
||||
return new Date(0);
|
||||
}
|
||||
}, [period, customStartDate]);
|
||||
|
||||
// Calculate end date (only for custom period)
|
||||
const endDate = useMemo(() => {
|
||||
if (period === "custom" && customEndDate) {
|
||||
return customEndDate;
|
||||
}
|
||||
return undefined;
|
||||
}, [period, customEndDate]);
|
||||
|
||||
// Build transaction query params
|
||||
const transactionParams = useMemo(() => {
|
||||
const params: TransactionsPaginatedParams = {
|
||||
limit: PAGE_SIZE,
|
||||
offset: page * PAGE_SIZE,
|
||||
sortField,
|
||||
sortOrder,
|
||||
};
|
||||
|
||||
if (startDate && period !== "all") {
|
||||
params.startDate = startDate.toISOString().split("T")[0];
|
||||
}
|
||||
if (endDate) {
|
||||
params.endDate = endDate.toISOString().split("T")[0];
|
||||
}
|
||||
if (!selectedAccounts.includes("all")) {
|
||||
params.accountIds = selectedAccounts;
|
||||
}
|
||||
if (!selectedCategories.includes("all")) {
|
||||
if (selectedCategories.includes("uncategorized")) {
|
||||
params.includeUncategorized = true;
|
||||
} else {
|
||||
params.categoryIds = selectedCategories;
|
||||
}
|
||||
}
|
||||
if (debouncedSearchQuery) {
|
||||
params.search = debouncedSearchQuery;
|
||||
}
|
||||
if (showReconciled !== "all") {
|
||||
params.isReconciled = showReconciled === "reconciled";
|
||||
}
|
||||
|
||||
return params;
|
||||
}, [
|
||||
page,
|
||||
startDate,
|
||||
endDate,
|
||||
selectedAccounts,
|
||||
selectedCategories,
|
||||
debouncedSearchQuery,
|
||||
showReconciled,
|
||||
sortField,
|
||||
sortOrder,
|
||||
period,
|
||||
]);
|
||||
|
||||
// Fetch transactions
|
||||
const {
|
||||
data: transactionsData,
|
||||
isLoading: isLoadingTransactions,
|
||||
invalidate: invalidateTransactions,
|
||||
} = useTransactions(transactionParams, !!metadata);
|
||||
|
||||
// Fetch duplicate IDs
|
||||
const { data: duplicateIds = new Set<string>() } = useDuplicateIds();
|
||||
|
||||
// Handlers
|
||||
const handleAccountsChange = useCallback((accounts: string[]) => {
|
||||
setSelectedAccounts(accounts);
|
||||
setPage(0);
|
||||
}, []);
|
||||
|
||||
const handleCategoriesChange = useCallback((categories: string[]) => {
|
||||
setSelectedCategories(categories);
|
||||
setPage(0);
|
||||
}, []);
|
||||
|
||||
const handleReconciledChange = useCallback((value: string) => {
|
||||
setShowReconciled(value);
|
||||
setPage(0);
|
||||
}, []);
|
||||
|
||||
const handlePeriodChange = useCallback(
|
||||
(p: Period) => {
|
||||
setPeriod(p);
|
||||
setPage(0);
|
||||
if (p !== "custom") {
|
||||
setIsCustomDatePickerOpen(false);
|
||||
} else {
|
||||
setIsCustomDatePickerOpen(true);
|
||||
}
|
||||
},
|
||||
[]
|
||||
);
|
||||
|
||||
const handleCustomStartDateChange = useCallback((date: Date | undefined) => {
|
||||
setCustomStartDate(date);
|
||||
setPage(0);
|
||||
}, []);
|
||||
|
||||
const handleCustomEndDateChange = useCallback((date: Date | undefined) => {
|
||||
setCustomEndDate(date);
|
||||
setPage(0);
|
||||
}, []);
|
||||
|
||||
const handleSortChange = useCallback((field: SortField) => {
|
||||
if (sortField === field) {
|
||||
setSortOrder((prev) => (prev === "asc" ? "desc" : "asc"));
|
||||
} else {
|
||||
setSortField(field);
|
||||
setSortOrder(field === "date" ? "desc" : "asc");
|
||||
}
|
||||
setPage(0);
|
||||
}, [sortField]);
|
||||
|
||||
const toggleSelectAll = useCallback(() => {
|
||||
if (!transactionsData) return;
|
||||
if (selectedTransactions.size === transactionsData.transactions.length) {
|
||||
setSelectedTransactions(new Set());
|
||||
} else {
|
||||
setSelectedTransactions(
|
||||
new Set(transactionsData.transactions.map((t) => t.id))
|
||||
);
|
||||
}
|
||||
}, [transactionsData, selectedTransactions.size]);
|
||||
|
||||
const toggleSelectTransaction = useCallback((id: string) => {
|
||||
setSelectedTransactions((prev) => {
|
||||
const newSelected = new Set(prev);
|
||||
if (newSelected.has(id)) {
|
||||
newSelected.delete(id);
|
||||
} else {
|
||||
newSelected.add(id);
|
||||
}
|
||||
return newSelected;
|
||||
});
|
||||
}, []);
|
||||
|
||||
const handlePageChange = useCallback((newPage: number) => {
|
||||
setPage(newPage);
|
||||
}, []);
|
||||
|
||||
const clearSelection = useCallback(() => {
|
||||
setSelectedTransactions(new Set());
|
||||
}, []);
|
||||
|
||||
return {
|
||||
// Metadata
|
||||
metadata,
|
||||
isLoadingMetadata,
|
||||
|
||||
// Search
|
||||
searchQuery,
|
||||
setSearchQuery,
|
||||
|
||||
// Filters
|
||||
selectedAccounts,
|
||||
onAccountsChange: handleAccountsChange,
|
||||
selectedCategories,
|
||||
onCategoriesChange: handleCategoriesChange,
|
||||
showReconciled,
|
||||
onReconciledChange: handleReconciledChange,
|
||||
period,
|
||||
onPeriodChange: handlePeriodChange,
|
||||
customStartDate,
|
||||
customEndDate,
|
||||
onCustomStartDateChange: handleCustomStartDateChange,
|
||||
onCustomEndDateChange: handleCustomEndDateChange,
|
||||
isCustomDatePickerOpen,
|
||||
onCustomDatePickerOpenChange: setIsCustomDatePickerOpen,
|
||||
showDuplicates,
|
||||
onShowDuplicatesChange: setShowDuplicates,
|
||||
|
||||
// Pagination
|
||||
page,
|
||||
pageSize: PAGE_SIZE,
|
||||
onPageChange: handlePageChange,
|
||||
|
||||
// Sort
|
||||
sortField,
|
||||
sortOrder,
|
||||
onSortChange: handleSortChange,
|
||||
|
||||
// Selection
|
||||
selectedTransactions,
|
||||
onToggleSelectAll: toggleSelectAll,
|
||||
onToggleSelectTransaction: toggleSelectTransaction,
|
||||
clearSelection,
|
||||
|
||||
// Data
|
||||
transactionsData,
|
||||
isLoadingTransactions,
|
||||
invalidateTransactions,
|
||||
duplicateIds,
|
||||
transactionParams,
|
||||
};
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user