feat: integrate monthly chart with collapsible feature in transactions page; update transaction period to default to last 3 months
This commit is contained in:
Julien Froidefond
328
hooks/use-transactions-balance-chart.ts
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328
hooks/use-transactions-balance-chart.ts
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"use client";
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import { useMemo } from "react";
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import { useTransactions } from "@/lib/hooks";
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import { useBankingMetadata } from "@/lib/hooks";
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import type { TransactionsPaginatedParams } from "@/services/banking.service";
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import type { Account } from "@/lib/types";
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interface BalanceChartDataPoint {
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date: string;
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[key: string]: string | number;
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}
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interface UseTransactionsBalanceChartParams {
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selectedAccounts: string[];
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selectedCategories: string[];
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period: "1month" | "3months" | "6months" | "12months" | "custom" | "all";
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customStartDate?: Date;
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customEndDate?: Date;
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showReconciled: string;
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searchQuery: string;
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}
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export function useTransactionsBalanceChart({
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selectedAccounts,
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selectedCategories,
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period,
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customStartDate,
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customEndDate,
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showReconciled,
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searchQuery,
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}: UseTransactionsBalanceChartParams) {
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const { data: metadata } = useBankingMetadata();
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// Calculate 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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// Calculate 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 params for fetching all transactions (no pagination)
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const chartParams = useMemo<TransactionsPaginatedParams>(() => {
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const params: TransactionsPaginatedParams = {
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limit: 10000, // Large limit to get all transactions
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offset: 0,
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sortField: "date",
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sortOrder: "asc", // Ascending for balance calculation
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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 (searchQuery) {
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params.search = searchQuery;
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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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startDate,
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endDate,
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selectedAccounts,
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selectedCategories,
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searchQuery,
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showReconciled,
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period,
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]);
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// Build params for fetching transactions before startDate (for initial balance)
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const beforeStartDateParams = useMemo<TransactionsPaginatedParams>(() => {
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if (period === "all" || !startDate) {
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return { limit: 0, offset: 0 }; // Don't fetch if no start date
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}
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const params: TransactionsPaginatedParams = {
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limit: 10000,
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offset: 0,
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sortField: "date",
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sortOrder: "asc",
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endDate: new Date(startDate.getTime() - 1).toISOString().split("T")[0], // Day before startDate
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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 (searchQuery) {
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params.search = searchQuery;
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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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startDate,
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selectedAccounts,
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selectedCategories,
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searchQuery,
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showReconciled,
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period,
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]);
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// Fetch transactions before startDate for initial balance calculation
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const { data: beforeStartDateData } = useTransactions(
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beforeStartDateParams,
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!!metadata && period !== "all" && !!startDate
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);
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// Fetch all filtered transactions for chart
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const { data: transactionsData, isLoading } = useTransactions(
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chartParams,
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!!metadata
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);
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// Calculate balance chart data
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const chartData = useMemo(() => {
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if (!transactionsData || !metadata) {
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return {
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aggregatedData: [],
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perAccountData: [],
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};
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}
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const transactions = transactionsData.transactions;
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const accounts = metadata.accounts;
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// Sort transactions by date
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const sortedTransactions = [...transactions].sort(
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(a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
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);
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// Calculate starting balance: initialBalance + transactions before startDate
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let runningBalance = 0;
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const accountsToUse = selectedAccounts.includes("all")
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? accounts
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: accounts.filter((acc: Account) => selectedAccounts.includes(acc.id));
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// Start with initial balances
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runningBalance = accountsToUse.reduce(
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(sum: number, acc: Account) => sum + (acc.initialBalance || 0),
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0
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);
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// Add transactions before startDate if we have them
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if (beforeStartDateData?.transactions) {
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const beforeStartTransactions = beforeStartDateData.transactions.filter(
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(t) => {
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const transactionDate = new Date(t.date);
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return transactionDate < startDate;
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}
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);
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beforeStartTransactions.forEach((t) => {
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runningBalance += t.amount;
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});
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}
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const aggregatedBalanceByDate = new Map<string, number>();
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// Calculate balance evolution
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sortedTransactions.forEach((t) => {
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runningBalance += t.amount;
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aggregatedBalanceByDate.set(t.date, runningBalance);
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});
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const aggregatedBalanceData: BalanceChartDataPoint[] = Array.from(
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aggregatedBalanceByDate.entries()
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).map(([date, balance]) => ({
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date: new Date(date).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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solde: Math.round(balance),
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}));
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// Per account balance calculation
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const accountBalances = new Map<string, Map<string, number>>();
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accounts.forEach((account: Account) => {
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accountBalances.set(account.id, new Map());
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});
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// Calculate running balance per account
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const accountRunningBalances = new Map<string, number>();
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accounts.forEach((account: Account) => {
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accountRunningBalances.set(account.id, account.initialBalance || 0);
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});
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// Add transactions before startDate per account
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if (beforeStartDateData?.transactions) {
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const beforeStartTransactions = beforeStartDateData.transactions.filter(
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(t) => {
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const transactionDate = new Date(t.date);
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return transactionDate < startDate;
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}
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);
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beforeStartTransactions.forEach((t) => {
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const currentBalance = accountRunningBalances.get(t.accountId) || 0;
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accountRunningBalances.set(t.accountId, currentBalance + t.amount);
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});
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}
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// Filter transactions by account if needed
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const transactionsForAccounts = selectedAccounts.includes("all")
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? sortedTransactions
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: sortedTransactions.filter((t) =>
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selectedAccounts.includes(t.accountId)
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);
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transactionsForAccounts.forEach((t) => {
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const currentBalance = accountRunningBalances.get(t.accountId) || 0;
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const newBalance = currentBalance + t.amount;
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accountRunningBalances.set(t.accountId, newBalance);
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const accountDates = accountBalances.get(t.accountId);
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if (accountDates) {
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accountDates.set(t.date, newBalance);
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}
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});
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// Merge all dates and create data points
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const allDates = new Set<string>();
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accountBalances.forEach((dates) => {
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dates.forEach((_, date) => allDates.add(date));
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});
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const sortedDates = Array.from(allDates).sort();
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const lastBalances = new Map<string, number>();
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accounts.forEach((account: Account) => {
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// Start with initial balance + transactions before startDate
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let accountStartingBalance = account.initialBalance || 0;
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if (beforeStartDateData?.transactions) {
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const beforeStartTransactions = beforeStartDateData.transactions.filter(
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(t) => {
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const transactionDate = new Date(t.date);
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return transactionDate < startDate && t.accountId === account.id;
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}
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);
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beforeStartTransactions.forEach((t) => {
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accountStartingBalance += t.amount;
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});
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}
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lastBalances.set(account.id, accountStartingBalance);
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});
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const perAccountBalanceData: BalanceChartDataPoint[] = sortedDates.map(
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(date) => {
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const point: BalanceChartDataPoint = {
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date: new Date(date).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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accounts.forEach((account: Account) => {
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const accountDates = accountBalances.get(account.id);
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if (accountDates?.has(date)) {
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lastBalances.set(account.id, accountDates.get(date)!);
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}
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point[account.id] = Math.round(lastBalances.get(account.id) || 0);
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});
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return point;
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}
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);
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return {
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aggregatedData: aggregatedBalanceData,
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perAccountData: perAccountBalanceData,
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};
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}, [
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transactionsData,
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beforeStartDateData,
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metadata,
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selectedAccounts,
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startDate,
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]);
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return {
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aggregatedData: chartData.aggregatedData,
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perAccountData: chartData.perAccountData,
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accounts: metadata?.accounts || [],
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isLoading,
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};
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}
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