(squash) init

feat: filters, settings, backups

fix: ts compile errors

feat: new dashboard, webp previews and settings

feat: use webp for pdfs

feat: use webp

fix: analyze resets old data

fix: switch to corsproxy

fix: switch to free cors

fix: max upload limit

fix: currency conversion

feat: transaction export

fix: currency conversion

feat: refactor settings actions

feat: new loader

feat: README + LICENSE

doc: update readme

doc: update readme

doc: update readme

doc: update screenshots

ci: bump prisma
This commit is contained in:
Vasily Zubarev
2025-03-13 00:30:47 +01:00
commit 0b98a2c307
153 changed files with 17271 additions and 0 deletions

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"use client"
import { createTransactionAction } from "@/app/transactions/actions"
import { FormSelectCategory } from "@/components/forms/select-category"
import { FormSelectCurrency } from "@/components/forms/select-currency"
import { FormSelectProject } from "@/components/forms/select-project"
import { FormSelectType } from "@/components/forms/select-type"
import { FormInput, FormTextarea } from "@/components/forms/simple"
import { Button } from "@/components/ui/button"
import { Category, Currency, Project } from "@prisma/client"
import { format } from "date-fns"
import { Loader2 } from "lucide-react"
import { useRouter } from "next/navigation"
import { useActionState, useEffect, useState } from "react"
export default function TransactionCreateForm({
categories,
projects,
currencies,
settings,
}: {
categories: Category[]
projects: Project[]
currencies: Currency[]
settings: Record<string, string>
}) {
const router = useRouter()
const [createState, createAction, isCreating] = useActionState(createTransactionAction, null)
const [formData, setFormData] = useState({
name: "",
merchant: "",
description: "",
total: 0.0,
convertedTotal: 0.0,
currencyCode: settings.default_currency,
convertedCurrencyCode: settings.default_currency,
type: settings.default_type,
categoryCode: settings.default_category,
projectCode: settings.default_project,
issuedAt: format(new Date(), "yyyy-MM-dd"),
note: "",
})
useEffect(() => {
if (createState?.success) {
router.push(`/transactions/${createState.transactionId}`)
}
}, [createState, router])
return (
<form action={createAction} className="space-y-4">
<FormInput title="Name" name="name" defaultValue={formData.name} />
<FormInput title="Merchant" name="merchant" defaultValue={formData.merchant} />
<FormInput title="Description" name="description" defaultValue={formData.description} />
<div className="flex flex-row gap-4">
<FormInput title="Total" type="number" step="0.01" name="total" defaultValue={formData.total.toFixed(2)} />
<FormSelectCurrency
title="Currency"
name="currencyCode"
currencies={currencies}
placeholder="Select Currency"
value={formData.currencyCode}
onValueChange={(value) => {
setFormData({ ...formData, currencyCode: value })
}}
/>
<FormSelectType title="Type" name="type" defaultValue={formData.type} />
</div>
{formData.currencyCode !== settings.default_currency ? (
<div className="flex flex-row gap-4">
<FormInput
title={`Converted to ${settings.default_currency}`}
type="number"
step="0.01"
name="convertedTotal"
defaultValue={formData.convertedTotal.toFixed(2)}
/>
</div>
) : (
<></>
)}
<div className="flex flex-row flex-grow gap-4">
<FormInput title="Issued At" type="date" name="issuedAt" defaultValue={formData.issuedAt} />
</div>
<div className="flex flex-row gap-4">
<FormSelectCategory
title="Category"
categories={categories}
name="categoryCode"
defaultValue={formData.categoryCode}
placeholder="Select Category"
/>
<FormSelectProject
title="Project"
projects={projects}
name="projectCode"
defaultValue={formData.projectCode}
placeholder="Select Project"
/>
</div>
<FormTextarea title="Note" name="note" defaultValue={formData.note} />
<div className="flex justify-end space-x-4 pt-6">
<Button type="submit" disabled={isCreating}>
{isCreating ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Creating...
</>
) : (
"Create and Add Files"
)}
</Button>
{createState?.error && <span className="text-red-500"> {createState.error}</span>}
</div>
</form>
)
}

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"use client"
import { deleteTransactionAction, saveTransactionAction } from "@/app/transactions/actions"
import { FormSelectCategory } from "@/components/forms/select-category"
import { FormSelectCurrency } from "@/components/forms/select-currency"
import { FormSelectProject } from "@/components/forms/select-project"
import { FormSelectType } from "@/components/forms/select-type"
import { FormInput, FormTextarea } from "@/components/forms/simple"
import { Button } from "@/components/ui/button"
import { Category, Currency, Field, Project, Transaction } from "@prisma/client"
import { format } from "date-fns"
import { Loader2 } from "lucide-react"
import { useRouter } from "next/navigation"
import { startTransition, useActionState, useEffect, useState } from "react"
export default function TransactionEditForm({
transaction,
categories,
projects,
currencies,
fields,
settings,
}: {
transaction: Transaction
categories: Category[]
projects: Project[]
currencies: Currency[]
fields: Field[]
settings: Record<string, string>
}) {
const router = useRouter()
const [deleteState, deleteAction, isDeleting] = useActionState(deleteTransactionAction, null)
const [saveState, saveAction, isSaving] = useActionState(saveTransactionAction, null)
const extraFields = fields.filter((field) => field.isExtra)
const [formData, setFormData] = useState({
name: transaction.name || "",
merchant: transaction.merchant || "",
description: transaction.description || "",
total: transaction.total ? transaction.total / 100 : 0.0,
currencyCode: transaction.currencyCode || settings.default_currency,
convertedTotal: transaction.convertedTotal ? transaction.convertedTotal / 100 : 0.0,
convertedCurrencyCode: transaction.convertedCurrencyCode,
type: transaction.type || "expense",
categoryCode: transaction.categoryCode || settings.default_category,
projectCode: transaction.projectCode || settings.default_project,
issuedAt: transaction.issuedAt ? format(transaction.issuedAt, "yyyy-MM-dd") : "",
note: transaction.note || "",
...extraFields.reduce((acc, field) => {
acc[field.code] = transaction.extra?.[field.code as keyof typeof transaction.extra] || ""
return acc
}, {} as Record<string, any>),
})
const handleDelete = async () => {
startTransition(async () => {
await deleteAction(transaction.id)
})
}
useEffect(() => {
if (deleteState?.success) {
router.push("/transactions")
}
}, [deleteState, router])
useEffect(() => {
if (saveState?.success) {
router.push("/transactions")
}
}, [saveState, router])
return (
<form action={saveAction} className="space-y-4">
<input type="hidden" name="transactionId" value={transaction.id} />
<FormInput title="Name" name="name" defaultValue={formData.name} />
<FormInput title="Merchant" name="merchant" defaultValue={formData.merchant} />
<FormInput title="Description" name="description" defaultValue={formData.description} />
<div className="flex flex-row gap-4">
<FormInput
title="Total"
type="number"
step="0.01"
name="total"
defaultValue={formData.total.toFixed(2)}
className="w-32"
/>
<FormSelectCurrency
title="Currency"
name="currencyCode"
value={formData.currencyCode}
onValueChange={(value) => {
setFormData({ ...formData, currencyCode: value })
}}
currencies={currencies}
/>
<FormSelectType title="Type" name="type" defaultValue={formData.type} />
</div>
{formData.currencyCode !== settings.default_currency || formData.convertedTotal !== 0 ? (
<div className="flex flex-row gap-4">
<FormInput
title={`Total converted to ${formData.convertedCurrencyCode || "UNKNOWN CURRENCY"}`}
type="number"
step="0.01"
name="convertedTotal"
defaultValue={formData.convertedTotal.toFixed(2)}
/>
{(!formData.convertedCurrencyCode || formData.convertedCurrencyCode !== settings.default_currency) && (
<FormSelectCurrency
title="Convert to"
name="convertedCurrencyCode"
defaultValue={formData.convertedCurrencyCode || settings.default_currency}
currencies={currencies}
/>
)}
</div>
) : (
<></>
)}
<div className="flex flex-row flex-grow gap-4">
<FormInput title="Issued At" type="date" name="issuedAt" defaultValue={formData.issuedAt} />
</div>
<div className="flex flex-row gap-4">
<FormSelectCategory
title="Category"
categories={categories}
name="categoryCode"
defaultValue={formData.categoryCode}
/>
<FormSelectProject title="Project" projects={projects} name="projectCode" defaultValue={formData.projectCode} />
</div>
<FormTextarea title="Note" name="note" defaultValue={formData.note} className="h-24" />
{extraFields.map((field) => (
<FormInput
key={field.code}
type={field.type}
title={field.name}
name={field.code}
defaultValue={formData[field.code as keyof typeof formData] || ""}
/>
))}
<div className="flex justify-end space-x-4 pt-6">
<Button type="button" onClick={handleDelete} variant="outline" disabled={isDeleting}>
{isDeleting ? "⏳ Deleting..." : "Delete Transaction"}
</Button>
<Button type="submit" disabled={isSaving}>
{isSaving ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Saving...
</>
) : (
"Save"
)}
</Button>
{deleteState?.error && <span className="text-red-500"> {deleteState.error}</span>}
{saveState?.error && <span className="text-red-500"> {saveState.error}</span>}
</div>
</form>
)
}

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"use client"
import { DateRangePicker } from "@/components/forms/date-range-picker"
import { Input } from "@/components/ui/input"
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select"
import { TransactionFilters } from "@/data/transactions"
import { Category, Project } from "@prisma/client"
import { format } from "date-fns"
import { useRouter, useSearchParams } from "next/navigation"
import { useEffect, useState } from "react"
export function TransactionSearchAndFilters({ categories, projects }: { categories: Category[]; projects: Project[] }) {
const searchParams = useSearchParams()
const router = useRouter()
const [filters, setFilters] = useState<TransactionFilters>({
search: searchParams.get("search") || "",
dateFrom: searchParams.get("dateFrom") || "",
dateTo: searchParams.get("dateTo") || "",
categoryCode: searchParams.get("categoryCode") || "",
projectCode: searchParams.get("projectCode") || "",
})
const handleFilterChange = (name: keyof TransactionFilters, value: any) => {
setFilters((prev) => ({
...prev,
[name]: value,
}))
}
const applyFilters = () => {
const params = new URLSearchParams(searchParams.toString())
if (filters.search) {
params.set("search", filters.search)
} else {
params.delete("search")
}
if (filters.dateFrom) {
params.set("dateFrom", format(new Date(filters.dateFrom), "yyyy-MM-dd"))
} else {
params.delete("dateFrom")
}
if (filters.dateTo) {
params.set("dateTo", format(new Date(filters.dateTo), "yyyy-MM-dd"))
} else {
params.delete("dateTo")
}
if (filters.categoryCode && filters.categoryCode !== "-") {
params.set("categoryCode", filters.categoryCode)
} else {
params.delete("categoryCode")
}
if (filters.projectCode && filters.projectCode !== "-") {
params.set("projectCode", filters.projectCode)
} else {
params.delete("projectCode")
}
router.push(`/transactions?${params.toString()}`)
}
useEffect(() => {
applyFilters()
}, [filters])
return (
<div className="flex flex-col gap-4">
<div className="flex flex-wrap gap-4">
<div className="flex-1 min-w-[200px]">
<Input
placeholder="Search transactions..."
defaultValue={filters.search}
onKeyDown={(e) => {
if (e.key === "Enter") {
handleFilterChange("search", (e.target as HTMLInputElement).value)
}
}}
className="w-full"
/>
</div>
<Select value={filters.categoryCode} onValueChange={(value) => handleFilterChange("categoryCode", value)}>
<SelectTrigger className="w-[180px]">
<SelectValue placeholder="All categories" />
</SelectTrigger>
<SelectContent>
<SelectItem value="-">All categories</SelectItem>
{categories.map((category) => (
<SelectItem key={category.code} value={category.code}>
<div className="flex items-center gap-2">
<div className="w-2 h-2 rounded-full" style={{ backgroundColor: category.color }} />
{category.name}
</div>
</SelectItem>
))}
</SelectContent>
</Select>
{projects.length > 1 && (
<Select value={filters.projectCode} onValueChange={(value) => handleFilterChange("projectCode", value)}>
<SelectTrigger className="w-[180px]">
<SelectValue placeholder="All projects" />
</SelectTrigger>
<SelectContent>
<SelectItem value="-">All projects</SelectItem>
{projects.map((project) => (
<SelectItem key={project.code} value={project.code}>
<div className="flex items-center gap-2">
<div className="w-2 h-2 rounded-full" style={{ backgroundColor: project.color }} />
{project.name}
</div>
</SelectItem>
))}
</SelectContent>
</Select>
)}
<DateRangePicker
defaultDate={{
from: filters.dateFrom ? new Date(filters.dateFrom) : undefined,
to: filters.dateTo ? new Date(filters.dateTo) : undefined,
}}
onChange={(date) => {
handleFilterChange("dateFrom", date ? date.from : undefined)
handleFilterChange("dateTo", date ? date.to : undefined)
}}
/>
</div>
</div>
)
}

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"use client"
import { Badge } from "@/components/ui/badge"
import { Checkbox } from "@/components/ui/checkbox"
import { Table, TableBody, TableCell, TableFooter, TableHead, TableHeader, TableRow } from "@/components/ui/table"
import { calcTotalPerCurrency } from "@/lib/stats"
import { cn, formatCurrency } from "@/lib/utils"
import { Category, Project, Transaction } from "@prisma/client"
import { formatDate } from "date-fns"
import { ArrowDownIcon, ArrowUpIcon, File } from "lucide-react"
import { useRouter, useSearchParams } from "next/navigation"
import { useEffect, useState } from "react"
export const transactionsTable = [
{
name: "Name",
db: "name",
classes: "font-medium max-w-[300px] min-w-[120px] overflow-hidden",
sortable: true,
},
{
name: "Merchant",
db: "merchant",
classes: "max-w-[200px] max-h-[20px] min-w-[120px] overflow-hidden",
sortable: true,
},
{
name: "Date",
db: "issuedAt",
classes: "min-w-[100px]",
format: (transaction: Transaction) => (transaction.issuedAt ? formatDate(transaction.issuedAt, "yyyy-MM-dd") : ""),
sortable: true,
},
{
name: "Project",
db: "projectCode",
format: (transaction: Transaction & { project: Project }) =>
transaction.projectCode ? (
<Badge className="whitespace-nowrap" style={{ backgroundColor: transaction.project?.color }}>
{transaction.project?.name || ""}
</Badge>
) : (
"-"
),
sortable: true,
},
{
name: "Category",
db: "categoryCode",
format: (transaction: Transaction & { category: Category }) =>
transaction.categoryCode ? (
<Badge className="whitespace-nowrap" style={{ backgroundColor: transaction.category?.color }}>
{transaction.category?.name || ""}
</Badge>
) : (
"-"
),
sortable: true,
},
{
name: "Files",
db: "files",
format: (transaction: Transaction) => (
<div className="flex items-center gap-2 text-sm">
<File className="w-4 h-4" />
{(transaction.files as string[]).length}
</div>
),
sortable: false,
},
{
name: "Total",
db: "total",
classes: "text-right",
format: (transaction: Transaction) => (
<div className="text-right text-lg">
<div
className={cn(
{ income: "text-green-500", expense: "text-red-500", other: "text-black" }[transaction.type || "other"],
"flex flex-col justify-end"
)}
>
<span>
{transaction.total && transaction.currencyCode
? formatCurrency(transaction.total, transaction.currencyCode)
: transaction.total}
</span>
{transaction.convertedTotal &&
transaction.convertedCurrencyCode &&
transaction.convertedCurrencyCode !== transaction.currencyCode && (
<span className="text-sm -mt-1">
({formatCurrency(transaction.convertedTotal, transaction.convertedCurrencyCode)})
</span>
)}
</div>
</div>
),
sortable: true,
footer: (transactions: Transaction[]) => {
const totalPerCurrency = calcTotalPerCurrency(transactions)
return (
<div className="flex flex-col">
{Object.entries(totalPerCurrency).map(([currency, total]) => (
<div key={currency} className="text-sm first:text-base">
{formatCurrency(total, currency)}
</div>
))}
</div>
)
},
},
]
export function TransactionList({ transactions }: { transactions: Transaction[] }) {
const [selectedIds, setSelectedIds] = useState<string[]>([])
const router = useRouter()
const searchParams = useSearchParams()
const [sorting, setSorting] = useState<{ field: string | null; direction: "asc" | "desc" | null }>(() => {
const ordering = searchParams.get("ordering")
if (!ordering) return { field: null, direction: null }
const isDesc = ordering.startsWith("-")
return {
field: isDesc ? ordering.slice(1) : ordering,
direction: isDesc ? "desc" : "asc",
}
})
const toggleAll = () => {
if (selectedIds.length === transactions.length) {
setSelectedIds([])
} else {
setSelectedIds(transactions.map((transaction) => transaction.id))
}
}
const toggleOne = (e: React.MouseEvent, id: string) => {
e.stopPropagation()
if (selectedIds.includes(id)) {
setSelectedIds(selectedIds.filter((item) => item !== id))
} else {
setSelectedIds([...selectedIds, id])
}
}
const handleRowClick = (id: string) => {
router.push(`/transactions/${id}`)
}
const handleSort = (field: string) => {
let newDirection: "asc" | "desc" | null = "asc"
if (sorting.field === field) {
if (sorting.direction === "asc") newDirection = "desc"
else if (sorting.direction === "desc") newDirection = null
}
setSorting({
field: newDirection ? field : null,
direction: newDirection,
})
}
useEffect(() => {
const params = new URLSearchParams(searchParams.toString())
if (sorting.field && sorting.direction) {
const ordering = sorting.direction === "desc" ? `-${sorting.field}` : sorting.field
params.set("ordering", ordering)
} else {
params.delete("ordering")
}
router.push(`/transactions?${params.toString()}`)
}, [sorting])
const getSortIcon = (field: string) => {
if (sorting.field !== field) return null
return sorting.direction === "asc" ? (
<ArrowUpIcon className="w-4 h-4 ml-1 inline" />
) : sorting.direction === "desc" ? (
<ArrowDownIcon className="w-4 h-4 ml-1 inline" />
) : null
}
return (
<div className="rounded-md border">
<Table>
<TableHeader>
<TableRow>
<TableHead className="w-[50px] select-none">
<Checkbox checked={selectedIds.length === transactions.length} onCheckedChange={toggleAll} />
</TableHead>
{transactionsTable.map((field) => (
<TableHead
key={field.db}
className={cn(field.classes, field.sortable && "hover:cursor-pointer hover:bg-accent select-none")}
onClick={() => field.sortable && handleSort(field.db)}
>
{field.name}
{field.sortable && getSortIcon(field.db)}
</TableHead>
))}
</TableRow>
</TableHeader>
<TableBody>
{transactions.map((transaction: any) => (
<TableRow
key={transaction.id}
className={cn(selectedIds.includes(transaction.id) && "bg-muted", "cursor-pointer hover:bg-muted/50")}
onClick={() => handleRowClick(transaction.id)}
>
<TableCell onClick={(e) => e.stopPropagation()}>
<Checkbox
checked={selectedIds.includes(transaction.id)}
onCheckedChange={(checked) => {
if (checked !== "indeterminate") {
toggleOne({ stopPropagation: () => {} } as React.MouseEvent, transaction.id)
}
}}
/>
</TableCell>
{transactionsTable.map((field) => (
<TableCell key={field.db} className={field.classes}>
{field.format ? field.format(transaction) : transaction[field.db]}
</TableCell>
))}
</TableRow>
))}
</TableBody>
<TableFooter>
<TableRow>
<TableCell></TableCell>
{transactionsTable.map((field) => (
<TableCell key={field.db} className={field.classes}>
{field.footer ? field.footer(transactions) : ""}
</TableCell>
))}
</TableRow>
</TableFooter>
</Table>
</div>
)
}

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import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
DialogTrigger,
} from "@/components/ui/dialog"
import { getCategories } from "@/data/categories"
import { getCurrencies } from "@/data/currencies"
import { getProjects } from "@/data/projects"
import { getSettings } from "@/data/settings"
import TransactionCreateForm from "./create"
export async function NewTransactionDialog({ children }: { children: React.ReactNode }) {
const categories = await getCategories()
const currencies = await getCurrencies()
const settings = await getSettings()
const projects = await getProjects()
return (
<Dialog>
<DialogTrigger asChild>{children}</DialogTrigger>
<DialogContent className="max-w-xl">
<DialogHeader>
<DialogTitle className="text-2xl font-bold">New Transaction</DialogTitle>
<DialogDescription>Create a new transaction</DialogDescription>
</DialogHeader>
<TransactionCreateForm
categories={categories}
currencies={currencies}
settings={settings}
projects={projects}
/>
</DialogContent>
</Dialog>
)
}

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"use client"
import { deleteTransactionFileAction, uploadTransactionFileAction } from "@/app/transactions/actions"
import { FilePreview } from "@/components/files/preview"
import { Button } from "@/components/ui/button"
import { Card } from "@/components/ui/card"
import { FILE_ACCEPTED_MIMETYPES } from "@/lib/files"
import { File, Transaction } from "@prisma/client"
import { Loader2, Upload } from "lucide-react"
import { useState } from "react"
export default function TransactionFiles({ transaction, files }: { transaction: Transaction; files: File[] }) {
const [isUploading, setIsUploading] = useState(false)
const handleDeleteFile = async (fileId: string) => {
await deleteTransactionFileAction(transaction.id, fileId)
}
const handleFileChange = async (e: React.ChangeEvent<HTMLInputElement>) => {
setIsUploading(true)
if (e.target.files && e.target.files.length > 0) {
const formData = new FormData()
formData.append("transactionId", transaction.id)
formData.append("file", e.target.files[0])
await uploadTransactionFileAction(formData)
setIsUploading(false)
}
}
return (
<>
{files.map((file) => (
<Card key={file.id} className="p-4">
<FilePreview file={file} />
<Button type="button" onClick={() => handleDeleteFile(file.id)} variant="destructive" className="w-full">
Delete File
</Button>
</Card>
))}
<Card className="relative h-32 p-4">
<input type="hidden" name="transactionId" value={transaction.id} />
<label
className="h-full w-full flex flex-col items-center justify-center p-4 border-2 border-dashed border-gray-300 rounded-lg cursor-pointer hover:border-primary transition-colors"
onDragEnter={(e) => {
e.currentTarget.classList.add("border-primary")
}}
onDragLeave={(e) => {
e.currentTarget.classList.remove("border-primary")
}}
>
{isUploading ? (
<Loader2 className="w-8 h-8 text-gray-400 animate-spin" />
) : (
<>
<Upload className="w-8 h-8 text-gray-400" />
<p className="text-sm text-gray-500">Add more files to this invoice</p>
</>
)}
<input
type="file"
name="file"
className="absolute inset-0 top-0 left-0 w-full h-full opacity-0"
onChange={handleFileChange}
accept={FILE_ACCEPTED_MIMETYPES}
/>
</label>
</Card>
</>
)
}