feat: pagination + hide fields in settings

This commit is contained in:
Vasily Zubarev
2025-03-27 08:48:47 +01:00
parent a80684c3fb
commit 61da617f68
25 changed files with 813 additions and 220 deletions

View File

@@ -15,7 +15,7 @@ export async function GET(request: Request) {
const fields = (url.searchParams.get("fields")?.split(",") ?? []) as ExportFields
const includeAttachments = url.searchParams.get("includeAttachments") === "true"
const transactions = await getTransactions(filters)
const { transactions } = await getTransactions(filters)
const existingFields = await getFields()
// Generate CSV file with all transactions

View File

@@ -1,12 +1,19 @@
"use server"
import { settingsFormSchema } from "@/forms/settings"
import { codeFromName } from "@/lib/utils"
import {
categoryFormSchema,
currencyFormSchema,
fieldFormSchema,
projectFormSchema,
settingsFormSchema,
} from "@/forms/settings"
import { codeFromName, randomHexColor } from "@/lib/utils"
import { createCategory, deleteCategory, updateCategory } from "@/models/categories"
import { createCurrency, deleteCurrency, updateCurrency } from "@/models/currencies"
import { createField, deleteField, updateField } from "@/models/fields"
import { createProject, deleteProject, updateProject } from "@/models/projects"
import { updateSettings } from "@/models/settings"
import { Prisma } from "@prisma/client"
import { revalidatePath } from "next/cache"
import { redirect } from "next/navigation"
@@ -26,106 +33,180 @@ export async function saveSettingsAction(prevState: any, formData: FormData) {
// return { success: true }
}
export async function addProjectAction(data: { name: string; llm_prompt?: string; color?: string }) {
export async function addProjectAction(data: Prisma.ProjectCreateInput) {
const validatedForm = projectFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const project = await createProject({
code: codeFromName(data.name),
name: data.name,
llm_prompt: data.llm_prompt || null,
color: data.color || "#000000",
code: codeFromName(validatedForm.data.name),
name: validatedForm.data.name,
llm_prompt: validatedForm.data.llm_prompt || null,
color: validatedForm.data.color || randomHexColor(),
})
revalidatePath("/settings/projects")
return project
return { success: true, project }
}
export async function editProjectAction(code: string, data: { name: string; llm_prompt?: string; color?: string }) {
export async function editProjectAction(code: string, data: Prisma.ProjectUpdateInput) {
const validatedForm = projectFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const project = await updateProject(code, {
name: data.name,
llm_prompt: data.llm_prompt,
color: data.color,
name: validatedForm.data.name,
llm_prompt: validatedForm.data.llm_prompt,
color: validatedForm.data.color || "",
})
revalidatePath("/settings/projects")
return project
return { success: true, project }
}
export async function deleteProjectAction(code: string) {
await deleteProject(code)
try {
await deleteProject(code)
} catch (error) {
return { success: false, error: "Failed to delete project" + error }
}
revalidatePath("/settings/projects")
return { success: true }
}
export async function addCurrencyAction(data: { code: string; name: string }) {
export async function addCurrencyAction(data: Prisma.CurrencyCreateInput) {
const validatedForm = currencyFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const currency = await createCurrency({
code: data.code,
name: data.name,
code: validatedForm.data.code,
name: validatedForm.data.name,
})
revalidatePath("/settings/currencies")
return currency
return { success: true, currency }
}
export async function editCurrencyAction(code: string, data: { name: string }) {
const currency = await updateCurrency(code, { name: data.name })
export async function editCurrencyAction(code: string, data: Prisma.CurrencyUpdateInput) {
const validatedForm = currencyFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const currency = await updateCurrency(code, { name: validatedForm.data.name })
revalidatePath("/settings/currencies")
return currency
return { success: true, currency }
}
export async function deleteCurrencyAction(code: string) {
await deleteCurrency(code)
try {
await deleteCurrency(code)
} catch (error) {
return { success: false, error: "Failed to delete currency" + error }
}
revalidatePath("/settings/currencies")
return { success: true }
}
export async function addCategoryAction(data: { name: string; llm_prompt?: string; color?: string }) {
export async function addCategoryAction(data: Prisma.CategoryCreateInput) {
const validatedForm = categoryFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const category = await createCategory({
code: codeFromName(data.name),
name: data.name,
llm_prompt: data.llm_prompt,
color: data.color,
code: codeFromName(validatedForm.data.name),
name: validatedForm.data.name,
llm_prompt: validatedForm.data.llm_prompt,
color: validatedForm.data.color || "",
})
revalidatePath("/settings/categories")
return category
return { success: true, category }
}
export async function editCategoryAction(code: string, data: { name: string; llm_prompt?: string; color?: string }) {
export async function editCategoryAction(code: string, data: Prisma.CategoryUpdateInput) {
const validatedForm = categoryFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const category = await updateCategory(code, {
name: data.name,
llm_prompt: data.llm_prompt,
color: data.color,
name: validatedForm.data.name,
llm_prompt: validatedForm.data.llm_prompt,
color: validatedForm.data.color || "",
})
revalidatePath("/settings/categories")
return category
return { success: true, category }
}
export async function deleteCategoryAction(code: string) {
await deleteCategory(code)
try {
await deleteCategory(code)
} catch (error) {
return { success: false, error: "Failed to delete category" + error }
}
revalidatePath("/settings/categories")
return { success: true }
}
export async function addFieldAction(data: { name: string; type: string; llm_prompt?: string; isRequired?: boolean }) {
export async function addFieldAction(data: Prisma.FieldCreateInput) {
const validatedForm = fieldFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const field = await createField({
code: codeFromName(data.name),
name: data.name,
type: data.type,
llm_prompt: data.llm_prompt,
isRequired: data.isRequired,
code: codeFromName(validatedForm.data.name),
name: validatedForm.data.name,
type: validatedForm.data.type,
llm_prompt: validatedForm.data.llm_prompt,
isVisibleInList: validatedForm.data.isVisibleInList,
isVisibleInAnalysis: validatedForm.data.isVisibleInAnalysis,
isExtra: true,
})
revalidatePath("/settings/fields")
return field
return { success: true, field }
}
export async function editFieldAction(
code: string,
data: { name: string; type: string; llm_prompt?: string; isRequired?: boolean }
) {
export async function editFieldAction(code: string, data: Prisma.FieldUpdateInput) {
const validatedForm = fieldFormSchema.safeParse(data)
if (!validatedForm.success) {
return { success: false, error: validatedForm.error.message }
}
const field = await updateField(code, {
name: data.name,
type: data.type,
llm_prompt: data.llm_prompt,
isRequired: data.isRequired,
name: validatedForm.data.name,
type: validatedForm.data.type,
llm_prompt: validatedForm.data.llm_prompt,
isVisibleInList: validatedForm.data.isVisibleInList,
isVisibleInAnalysis: validatedForm.data.isVisibleInAnalysis,
})
revalidatePath("/settings/fields")
return field
return { success: true, field }
}
export async function deleteFieldAction(code: string) {
await deleteField(code)
try {
await deleteField(code)
} catch (error) {
return { success: false, error: "Failed to delete field" + error }
}
revalidatePath("/settings/fields")
return { success: true }
}

View File

@@ -2,6 +2,7 @@ import { addCategoryAction, deleteCategoryAction, editCategoryAction } from "@/a
import { CrudTable } from "@/components/settings/crud"
import { randomHexColor } from "@/lib/utils"
import { getCategories } from "@/models/categories"
import { Prisma } from "@prisma/client"
export default async function CategoriesSettingsPage() {
const categories = await getCategories()
@@ -13,7 +14,12 @@ export default async function CategoriesSettingsPage() {
return (
<div className="container">
<h1 className="text-2xl font-bold mb-6">Categories</h1>
<h1 className="text-2xl font-bold mb-2">Categories</h1>
<p className="text-sm text-gray-500 mb-6 max-w-prose">
Create your own categories that better reflect the type of income and expenses you have. Define an LLM Prompt so
that AI can determine this category automatically.
</p>
<CrudTable
items={categoriesWithActions}
columns={[
@@ -23,29 +29,15 @@ export default async function CategoriesSettingsPage() {
]}
onDelete={async (code) => {
"use server"
await deleteCategoryAction(code)
return await deleteCategoryAction(code)
}}
onAdd={async (data) => {
"use server"
await addCategoryAction(
data as {
code: string
name: string
llm_prompt?: string
color: string
}
)
return await addCategoryAction(data as Prisma.CategoryCreateInput)
}}
onEdit={async (code, data) => {
"use server"
await editCategoryAction(
code,
data as {
name: string
llm_prompt?: string
color?: string
}
)
return await editCategoryAction(code, data as Prisma.CategoryUpdateInput)
}}
/>
</div>

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@@ -12,7 +12,10 @@ export default async function CurrenciesSettingsPage() {
return (
<div className="container">
<h1 className="text-2xl font-bold mb-6">Currencies</h1>
<h1 className="text-2xl font-bold mb-2">Currencies</h1>
<p className="text-sm text-gray-500 mb-6 max-w-prose">
Custom currencies would not be automatically converted but you still can have them.
</p>
<CrudTable
items={currenciesWithActions}
columns={[
@@ -21,15 +24,15 @@ export default async function CurrenciesSettingsPage() {
]}
onDelete={async (code) => {
"use server"
await deleteCurrencyAction(code)
return await deleteCurrencyAction(code)
}}
onAdd={async (data) => {
"use server"
await addCurrencyAction(data as { code: string; name: string })
return await addCurrencyAction(data as { code: string; name: string })
}}
onEdit={async (code, data) => {
"use server"
await editCurrencyAction(code, data as { name: string })
return await editCurrencyAction(code, data as { name: string })
}}
/>
</div>

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@@ -1,6 +1,7 @@
import { addFieldAction, deleteFieldAction, editFieldAction } from "@/app/settings/actions"
import { CrudTable } from "@/components/settings/crud"
import { getFields } from "@/models/fields"
import { Prisma } from "@prisma/client"
export default async function FieldsSettingsPage() {
const fields = await getFields()
@@ -12,38 +13,50 @@ export default async function FieldsSettingsPage() {
return (
<div className="container">
<h1 className="text-2xl font-bold mb-6">Custom Fields</h1>
<h1 className="text-2xl font-bold mb-2">Custom Fields</h1>
<p className="text-sm text-gray-500 mb-6 max-w-prose">
You can add new fields to your transactions. Standard fields can't be removed but you can tweak their prompts or
hide them. If you don't want a field to be analyzed by AI but filled in by hand, leave the "LLM prompt" empty.
</p>
<CrudTable
items={fieldsWithActions}
columns={[
{ key: "name", label: "Name", editable: true },
{ key: "type", label: "Type", defaultValue: "string", editable: true },
{
key: "type",
label: "Type",
type: "select",
options: ["string", "number", "boolean"],
defaultValue: "string",
editable: true,
},
{ key: "llm_prompt", label: "LLM Prompt", editable: true },
{
key: "isVisibleInList",
label: "Show in transactions table",
type: "checkbox",
defaultValue: false,
editable: true,
},
{
key: "isVisibleInAnalysis",
label: "Show in analysis form",
type: "checkbox",
defaultValue: false,
editable: true,
},
]}
onDelete={async (code) => {
"use server"
await deleteFieldAction(code)
return await deleteFieldAction(code)
}}
onAdd={async (data) => {
"use server"
await addFieldAction(
data as {
name: string
type: string
llm_prompt?: string
}
)
return await addFieldAction(data as Prisma.FieldCreateInput)
}}
onEdit={async (code, data) => {
"use server"
await editFieldAction(
code,
data as {
name: string
type: string
llm_prompt?: string
}
)
return await editFieldAction(code, data as Prisma.FieldUpdateInput)
}}
/>
</div>

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@@ -2,6 +2,7 @@ import { addProjectAction, deleteProjectAction, editProjectAction } from "@/app/
import { CrudTable } from "@/components/settings/crud"
import { randomHexColor } from "@/lib/utils"
import { getProjects } from "@/models/projects"
import { Prisma } from "@prisma/client"
export default async function ProjectsSettingsPage() {
const projects = await getProjects()
@@ -13,7 +14,11 @@ export default async function ProjectsSettingsPage() {
return (
<div className="container">
<h1 className="text-2xl font-bold mb-6">Projects</h1>
<h1 className="text-2xl font-bold mb-2">Projects</h1>
<p className="text-sm text-gray-500 mb-6 max-w-prose">
Use projects to differentiate between the type of activities you do For example: Freelancing, YouTube channel,
Blogging. Projects are just a convenient way to separate statistics.
</p>
<CrudTable
items={projectsWithActions}
columns={[
@@ -23,15 +28,15 @@ export default async function ProjectsSettingsPage() {
]}
onDelete={async (code) => {
"use server"
await deleteProjectAction(code)
return await deleteProjectAction(code)
}}
onAdd={async (data) => {
"use server"
await addProjectAction(data as { code: string; name: string; llm_prompt: string; color: string })
return await addProjectAction(data as Prisma.ProjectCreateInput)
}}
onEdit={async (code, data) => {
"use server"
await editProjectAction(code, data as { name: string; llm_prompt: string; color: string })
return await editProjectAction(code, data as Prisma.ProjectUpdateInput)
}}
/>
</div>

View File

@@ -57,7 +57,7 @@ export default async function TransactionPage({ params }: { params: Promise<{ tr
</div>
</Card>
<div className="w-1/3 max-w-[380px] space-y-4">
<div className="w-1/2 max-w-[400px] space-y-4">
<TransactionFiles transaction={transaction} files={files} />
</div>
</div>

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@@ -3,6 +3,7 @@ import { UploadButton } from "@/components/files/upload-button"
import { TransactionSearchAndFilters } from "@/components/transactions/filters"
import { TransactionList } from "@/components/transactions/list"
import { NewTransactionDialog } from "@/components/transactions/new"
import { Pagination } from "@/components/transactions/pagination"
import { Button } from "@/components/ui/button"
import { getCategories } from "@/models/categories"
import { getFields } from "@/models/fields"
@@ -10,25 +11,37 @@ import { getProjects } from "@/models/projects"
import { getTransactions, TransactionFilters } from "@/models/transactions"
import { Download, Plus, Upload } from "lucide-react"
import { Metadata } from "next"
import { redirect } from "next/navigation"
export const metadata: Metadata = {
title: "Transactions",
description: "Manage your transactions",
}
const TRANSACTIONS_PER_PAGE = 1000
export default async function TransactionsPage({ searchParams }: { searchParams: Promise<TransactionFilters> }) {
const filters = await searchParams
const transactions = await getTransactions(filters)
const { page, ...filters } = await searchParams
const { transactions, total } = await getTransactions(filters, {
limit: TRANSACTIONS_PER_PAGE,
offset: ((page ?? 1) - 1) * TRANSACTIONS_PER_PAGE,
})
const categories = await getCategories()
const projects = await getProjects()
const fields = await getFields()
// Reset page if user clicks a filter and no transactions are found
if (page && page > 1 && transactions.length === 0) {
const params = new URLSearchParams(filters as Record<string, string>)
redirect(`?${params.toString()}`)
}
return (
<>
<header className="flex flex-wrap items-center justify-between gap-2 mb-8">
<h2 className="flex flex-row gap-3 md:gap-5">
<span className="text-3xl font-bold tracking-tight">Transactions</span>
<span className="text-3xl tracking-tight opacity-20">{transactions.length}</span>
<span className="text-3xl tracking-tight opacity-20">{total}</span>
</h2>
<div className="flex gap-2">
<ExportTransactionsDialog fields={fields} categories={categories} projects={projects}>
@@ -50,6 +63,8 @@ export default async function TransactionsPage({ searchParams }: { searchParams:
<main>
<TransactionList transactions={transactions} fields={fields} />
{total > TRANSACTIONS_PER_PAGE && <Pagination totalItems={total} itemsPerPage={TRANSACTIONS_PER_PAGE} />}
{transactions.length === 0 && (
<div className="flex flex-col items-center justify-center gap-2 h-full min-h-[400px]">
<p className="text-muted-foreground">

View File

@@ -43,7 +43,12 @@ export function ExportTransactionsDialog({
const handleSubmit = () => {
router.push(
`/export/transactions?${new URLSearchParams({
...exportFilters,
search: exportFilters?.search || "",
dateFrom: exportFilters?.dateFrom || "",
dateTo: exportFilters?.dateTo || "",
ordering: exportFilters?.ordering || "",
categoryCode: exportFilters?.categoryCode || "",
projectCode: exportFilters?.projectCode || "",
fields: exportFields.join(","),
includeAttachments: includeAttachments.toString(),
}).toString()}`

View File

@@ -41,12 +41,12 @@ export function FilePreview({ file }: { file: File }) {
<p className="text-sm overflow-ellipsis">
<strong>Type:</strong> {file.mimetype}
</p>
{/* <p className="text-sm overflow-ellipsis">
<strong>Uploaded:</strong> {format(file.createdAt, "MMM d, yyyy")}
</p> */}
<p className="text-sm">
<strong>Size:</strong> {fileSize < 1 ? (fileSize * 1024).toFixed(2) + " KB" : fileSize.toFixed(2) + " MB"}
</p>
<p className="text-xs overflow-ellipsis">
<strong>Path:</strong> {file.path}
</p>
</div>
</div>
</>

View File

@@ -10,11 +10,27 @@ export const FormSelectCategory = ({
categories,
emptyValue,
placeholder,
hideIfEmpty = false,
...props
}: { title: string; categories: Category[]; emptyValue?: string; placeholder?: string } & SelectProps) => {
}: {
title: string
categories: Category[]
emptyValue?: string
placeholder?: string
hideIfEmpty?: boolean
} & SelectProps) => {
const items = useMemo(
() => categories.map((category) => ({ code: category.code, name: category.name, color: category.color })),
[categories]
)
return <FormSelect title={title} items={items} emptyValue={emptyValue} placeholder={placeholder} {...props} />
return (
<FormSelect
title={title}
items={items}
emptyValue={emptyValue}
placeholder={placeholder}
hideIfEmpty={hideIfEmpty}
{...props}
/>
)
}

View File

@@ -8,11 +8,27 @@ export const FormSelectCurrency = ({
currencies,
emptyValue,
placeholder,
hideIfEmpty = false,
...props
}: { title: string; currencies: Currency[]; emptyValue?: string; placeholder?: string } & SelectProps) => {
}: {
title: string
currencies: Currency[]
emptyValue?: string
placeholder?: string
hideIfEmpty?: boolean
} & SelectProps) => {
const items = useMemo(
() => currencies.map((currency) => ({ code: currency.code, name: `${currency.code} - ${currency.name}` })),
[currencies]
)
return <FormSelect title={title} items={items} emptyValue={emptyValue} placeholder={placeholder} {...props} />
return (
<FormSelect
title={title}
items={items}
emptyValue={emptyValue}
placeholder={placeholder}
hideIfEmpty={hideIfEmpty}
{...props}
/>
)
}

View File

@@ -7,14 +7,22 @@ export const FormSelectProject = ({
projects,
emptyValue,
placeholder,
hideIfEmpty = false,
...props
}: { title: string; projects: Project[]; emptyValue?: string; placeholder?: string } & SelectProps) => {
}: {
title: string
projects: Project[]
emptyValue?: string
placeholder?: string
hideIfEmpty?: boolean
} & SelectProps) => {
return (
<FormSelect
title={title}
items={projects.map((project) => ({ code: project.code, name: project.name, color: project.color }))}
emptyValue={emptyValue}
placeholder={placeholder}
hideIfEmpty={hideIfEmpty}
{...props}
/>
)

View File

@@ -5,8 +5,9 @@ export const FormSelectType = ({
title,
emptyValue,
placeholder,
hideIfEmpty = false,
...props
}: { title: string; emptyValue?: string; placeholder?: string } & SelectProps) => {
}: { title: string; emptyValue?: string; placeholder?: string; hideIfEmpty?: boolean } & SelectProps) => {
const items = [
{ code: "expense", name: "Expense" },
{ code: "income", name: "Income" },
@@ -14,5 +15,14 @@ export const FormSelectType = ({
{ code: "other", name: "Other" },
]
return <FormSelect title={title} items={items} emptyValue={emptyValue} placeholder={placeholder} {...props} />
return (
<FormSelect
title={title}
items={items}
emptyValue={emptyValue}
placeholder={placeholder}
hideIfEmpty={hideIfEmpty}
{...props}
/>
)
}

View File

@@ -53,13 +53,19 @@ export const FormSelect = ({
items,
emptyValue,
placeholder,
hideIfEmpty = false,
...props
}: {
title: string
items: Array<{ code: string; name: string; color?: string }>
emptyValue?: string
placeholder?: string
hideIfEmpty?: boolean
} & SelectProps) => {
if (hideIfEmpty && (!props.defaultValue || props.defaultValue.toString().trim() === "") && !props.value) {
return null
}
return (
<span className="flex flex-col gap-1">
<span className="text-sm font-medium">{title}</span>

View File

@@ -3,35 +3,146 @@
import { Button } from "@/components/ui/button"
import { Input } from "@/components/ui/input"
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from "@/components/ui/table"
import { CircleCheck, Edit, Trash2 } from "lucide-react"
import { Check, Edit, Trash2 } from "lucide-react"
import { useOptimistic, useState } from "react"
interface CrudColumn<T> {
key: keyof T
label: string
type?: "text" | "number" | "checkbox" | "select"
options?: string[]
defaultValue?: string | boolean
editable?: boolean
}
interface CrudProps<T> {
items: T[]
columns: {
key: keyof T
label: string
type?: "text" | "number" | "checkbox"
defaultValue?: string
editable?: boolean
}[]
onDelete: (id: string) => Promise<void>
onAdd: (data: Partial<T>) => Promise<void>
onEdit?: (id: string, data: Partial<T>) => Promise<void>
columns: CrudColumn<T>[]
onDelete: (id: string) => Promise<{ success: boolean; error?: string }>
onAdd: (data: Partial<T>) => Promise<{ success: boolean; error?: string }>
onEdit?: (id: string, data: Partial<T>) => Promise<{ success: boolean; error?: string }>
}
export function CrudTable<T extends { [key: string]: any }>({ items, columns, onDelete, onAdd, onEdit }: CrudProps<T>) {
const [isAdding, setIsAdding] = useState(false)
const [editingId, setEditingId] = useState<string | null>(null)
const [newItem, setNewItem] = useState<Partial<T>>({})
const [editingItem, setEditingItem] = useState<Partial<T>>({})
const [newItem, setNewItem] = useState<Partial<T>>(itemDefaults(columns))
const [editingItem, setEditingItem] = useState<Partial<T>>(itemDefaults(columns))
const [optimisticItems, addOptimisticItem] = useOptimistic(items, (state, newItem: T) => [...state, newItem])
const FormCell = (item: T, column: CrudColumn<T>) => {
if (column.type === "checkbox") {
return item[column.key] ? <Check /> : ""
}
return item[column.key]
}
const EditFormCell = (item: T, column: CrudColumn<T>) => {
if (column.type === "checkbox") {
return (
<input
type="checkbox"
checked={editingItem[column.key]}
onChange={(e) =>
setEditingItem({
...editingItem,
[column.key]: e.target.checked,
})
}
/>
)
} else if (column.type === "select") {
return (
<select
value={editingItem[column.key]}
className="p-2 rounded-md border bg-transparent"
onChange={(e) =>
setEditingItem({
...editingItem,
[column.key]: e.target.value,
})
}
>
{column.options?.map((option) => (
<option key={option} value={option}>
{option}
</option>
))}
</select>
)
}
return (
<Input
type="text"
value={editingItem[column.key] || ""}
onChange={(e) =>
setEditingItem({
...editingItem,
[column.key]: e.target.value,
})
}
/>
)
}
const AddFormCell = (column: CrudColumn<T>) => {
if (column.type === "checkbox") {
return (
<input
type="checkbox"
checked={Boolean(newItem[column.key] || column.defaultValue)}
onChange={(e) =>
setNewItem({
...newItem,
[column.key]: e.target.checked,
})
}
/>
)
} else if (column.type === "select") {
return (
<select
value={String(newItem[column.key] || column.defaultValue || "")}
className="p-2 rounded-md border bg-transparent"
onChange={(e) =>
setNewItem({
...newItem,
[column.key]: e.target.value,
})
}
>
{column.options?.map((option) => (
<option key={option} value={option}>
{option}
</option>
))}
</select>
)
}
return (
<Input
type={column.type || "text"}
value={String(newItem[column.key] || column.defaultValue || "")}
onChange={(e) =>
setNewItem({
...newItem,
[column.key]: e.target.value,
})
}
/>
)
}
const handleAdd = async () => {
try {
await onAdd(newItem)
setIsAdding(false)
setNewItem({})
const result = await onAdd(newItem)
if (result.success) {
setIsAdding(false)
setNewItem(itemDefaults(columns))
} else {
alert(result.error)
}
} catch (error) {
console.error("Failed to add item:", error)
}
@@ -40,9 +151,13 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
const handleEdit = async (id: string) => {
if (!onEdit) return
try {
await onEdit(id, editingItem)
setEditingId(null)
setEditingItem({})
const result = await onEdit(id, editingItem)
if (result.success) {
setEditingId(null)
setEditingItem({})
} else {
alert(result.error)
}
} catch (error) {
console.error("Failed to edit item:", error)
}
@@ -55,7 +170,10 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
const handleDelete = async (id: string) => {
try {
await onDelete(id)
const result = await onDelete(id)
if (!result.success) {
alert(result.error)
}
} catch (error) {
console.error("Failed to delete item:", error)
}
@@ -77,26 +195,9 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
<TableRow key={index}>
{columns.map((column) => (
<TableCell key={String(column.key)} className="first:font-semibold">
{editingId === (item.code || item.id) && column.editable ? (
<Input
type={column.type || "text"}
value={editingItem[column.key] || ""}
onChange={(e) =>
setEditingItem({
...editingItem,
[column.key]: column.type === "checkbox" ? e.target.checked : e.target.value,
})
}
/>
) : column.type === "checkbox" ? (
item[column.key] ? (
<CircleCheck />
) : (
""
)
) : (
item[column.key]
)}
{editingId === (item.code || item.id) && column.editable
? EditFormCell(item, column)
: FormCell(item, column)}
</TableCell>
))}
<TableCell>
@@ -113,7 +214,14 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
) : (
<>
{onEdit && (
<Button variant="ghost" size="icon" onClick={() => startEditing(item)}>
<Button
variant="ghost"
size="icon"
onClick={() => {
startEditing(item)
setIsAdding(false)
}}
>
<Edit />
</Button>
)}
@@ -132,18 +240,7 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
<TableRow>
{columns.map((column) => (
<TableCell key={String(column.key)} className="first:font-semibold">
{column.editable && (
<Input
type={column.type || "text"}
value={newItem[column.key] || column.defaultValue || ""}
onChange={(e) =>
setNewItem({
...newItem,
[column.key]: column.type === "checkbox" ? e.target.checked : e.target.value,
})
}
/>
)}
{column.editable && AddFormCell(column)}
</TableCell>
))}
<TableCell>
@@ -160,7 +257,23 @@ export function CrudTable<T extends { [key: string]: any }>({ items, columns, on
)}
</TableBody>
</Table>
{!isAdding && <Button onClick={() => setIsAdding(true)}>Add New</Button>}
{!isAdding && (
<Button
onClick={() => {
setIsAdding(true)
setEditingId(null)
}}
>
Add New
</Button>
)}
</div>
)
}
function itemDefaults<T>(columns: CrudColumn<T>[]) {
return columns.reduce((acc, column) => {
acc[column.key] = column.defaultValue as T[keyof T]
return acc
}, {} as Partial<T>)
}

View File

@@ -27,7 +27,7 @@ export default function LLMSettingsForm({ settings, fields }: { settings: Record
</small>
<FormTextarea
title="Prompt for Analyze Transaction"
title="Prompt for File Analysis Form"
name="prompt_analyse_new_file"
defaultValue={settings.prompt_analyse_new_file}
className="h-96"

View File

@@ -0,0 +1,114 @@
"use client"
import {
PaginationContent,
PaginationEllipsis,
PaginationItem,
PaginationLink,
Pagination as PaginationRoot,
} from "@/components/ui/pagination"
import { useRouter, useSearchParams } from "next/navigation"
const MAX_VISIBLE_PAGES = 5
export function Pagination({ totalItems, itemsPerPage = 1000 }: { totalItems: number; itemsPerPage: number }) {
const router = useRouter()
const searchParams = useSearchParams()
const totalPages = Math.ceil(totalItems / itemsPerPage)
const currentPage = parseInt(searchParams.get("page") || "1")
const onPageChange = (page: number) => {
const params = new URLSearchParams(searchParams.toString())
params.set("page", page.toString())
router.push(`?${params.toString()}`)
}
const getPageNumbers = () => {
const pageNumbers = []
// Show all page numbers if total pages is small
if (totalPages <= MAX_VISIBLE_PAGES) {
for (let i = 1; i <= totalPages; i++) {
pageNumbers.push(i)
}
} else {
// Always include the first page
pageNumbers.push(1)
// Calculate the range around the current page
let startPage = Math.max(2, currentPage - 1)
let endPage = Math.min(totalPages - 1, currentPage + 1)
// Adjust if we're near the start
if (currentPage <= 3) {
endPage = Math.min(totalPages - 1, 4)
}
// Adjust if we're near the end
if (currentPage >= totalPages - 2) {
startPage = Math.max(2, totalPages - 3)
}
// Add ellipsis after first page if needed
if (startPage > 2) {
pageNumbers.push("ellipsis-start")
}
// Add middle page numbers
for (let i = startPage; i <= endPage; i++) {
pageNumbers.push(i)
}
// Add ellipsis before last page if needed
if (endPage < totalPages - 1) {
pageNumbers.push("ellipsis-end")
}
// Always include the last page
pageNumbers.push(totalPages)
}
return pageNumbers
}
return (
<div className="flex justify-center w-full mt-4">
<PaginationRoot>
<PaginationContent>
{/* <PaginationItem>
<PaginationPrevious
onClick={() => currentPage > 1 && onPageChange(currentPage - 1)}
className={currentPage <= 1 ? "pointer-events-none opacity-50" : "cursor-pointer"}
/>
</PaginationItem> */}
{getPageNumbers().map((pageNumber, index) =>
pageNumber === "ellipsis-start" || pageNumber === "ellipsis-end" ? (
<PaginationItem key={`ellipsis-${index}`}>
<PaginationEllipsis />
</PaginationItem>
) : (
<PaginationItem key={pageNumber}>
<PaginationLink
isActive={currentPage === pageNumber}
onClick={() => onPageChange(pageNumber as number)}
className="cursor-pointer"
>
{pageNumber}
</PaginationLink>
</PaginationItem>
)
)}
{/* <PaginationItem>
<PaginationNext
onClick={() => currentPage < totalPages && onPageChange(currentPage + 1)}
className={currentPage >= totalPages ? "pointer-events-none opacity-50" : "cursor-pointer"}
/>
</PaginationItem> */}
</PaginationContent>
</PaginationRoot>
</div>
)
}

View File

@@ -1,8 +1,8 @@
"use client"
import * as React from "react"
import * as CheckboxPrimitive from "@radix-ui/react-checkbox"
import { Check } from "lucide-react"
import * as React from "react"
import { cn } from "@/lib/utils"
@@ -13,14 +13,12 @@ const Checkbox = React.forwardRef<
<CheckboxPrimitive.Root
ref={ref}
className={cn(
"peer h-4 w-4 shrink-0 rounded-sm border border-primary shadow focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:cursor-not-allowed disabled:opacity-50 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground",
"flex peer size-4 justify-center items-center shrink-0 rounded-sm border border-primary ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 disabled:cursor-not-allowed disabled:opacity-50 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground",
className
)}
{...props}
>
<CheckboxPrimitive.Indicator
className={cn("flex items-center justify-center text-current")}
>
<CheckboxPrimitive.Indicator className={cn("flex items-center justify-center text-current")}>
<Check className="h-4 w-4" />
</CheckboxPrimitive.Indicator>
</CheckboxPrimitive.Root>

View File

@@ -0,0 +1,117 @@
import * as React from "react"
import { ChevronLeft, ChevronRight, MoreHorizontal } from "lucide-react"
import { cn } from "@/lib/utils"
import { ButtonProps, buttonVariants } from "@/components/ui/button"
const Pagination = ({ className, ...props }: React.ComponentProps<"nav">) => (
<nav
role="navigation"
aria-label="pagination"
className={cn("mx-auto flex w-full justify-center", className)}
{...props}
/>
)
Pagination.displayName = "Pagination"
const PaginationContent = React.forwardRef<
HTMLUListElement,
React.ComponentProps<"ul">
>(({ className, ...props }, ref) => (
<ul
ref={ref}
className={cn("flex flex-row items-center gap-1", className)}
{...props}
/>
))
PaginationContent.displayName = "PaginationContent"
const PaginationItem = React.forwardRef<
HTMLLIElement,
React.ComponentProps<"li">
>(({ className, ...props }, ref) => (
<li ref={ref} className={cn("", className)} {...props} />
))
PaginationItem.displayName = "PaginationItem"
type PaginationLinkProps = {
isActive?: boolean
} & Pick<ButtonProps, "size"> &
React.ComponentProps<"a">
const PaginationLink = ({
className,
isActive,
size = "icon",
...props
}: PaginationLinkProps) => (
<a
aria-current={isActive ? "page" : undefined}
className={cn(
buttonVariants({
variant: isActive ? "outline" : "ghost",
size,
}),
className
)}
{...props}
/>
)
PaginationLink.displayName = "PaginationLink"
const PaginationPrevious = ({
className,
...props
}: React.ComponentProps<typeof PaginationLink>) => (
<PaginationLink
aria-label="Go to previous page"
size="default"
className={cn("gap-1 pl-2.5", className)}
{...props}
>
<ChevronLeft className="h-4 w-4" />
<span>Previous</span>
</PaginationLink>
)
PaginationPrevious.displayName = "PaginationPrevious"
const PaginationNext = ({
className,
...props
}: React.ComponentProps<typeof PaginationLink>) => (
<PaginationLink
aria-label="Go to next page"
size="default"
className={cn("gap-1 pr-2.5", className)}
{...props}
>
<span>Next</span>
<ChevronRight className="h-4 w-4" />
</PaginationLink>
)
PaginationNext.displayName = "PaginationNext"
const PaginationEllipsis = ({
className,
...props
}: React.ComponentProps<"span">) => (
<span
aria-hidden
className={cn("flex h-9 w-9 items-center justify-center", className)}
{...props}
>
<MoreHorizontal className="h-4 w-4" />
<span className="sr-only">More pages</span>
</span>
)
PaginationEllipsis.displayName = "PaginationEllipsis"
export {
Pagination,
PaginationContent,
PaginationLink,
PaginationItem,
PaginationPrevious,
PaginationNext,
PaginationEllipsis,
}

View File

@@ -38,6 +38,14 @@ export default function AnalyzeForm({
const [isSaving, setIsSaving] = useState(false)
const [saveError, setSaveError] = useState("")
const fieldsMap = useMemo(
() =>
fields.reduce((acc, field) => {
acc[field.code] = field
return acc
}, {} as Record<string, Field>),
[fields]
)
const extraFields = useMemo(() => fields.filter((field) => field.isExtra), [fields])
const initialFormState = useMemo(
() => ({
@@ -151,6 +159,7 @@ export default function AnalyzeForm({
name="merchant"
value={formData.merchant}
onChange={(e) => setFormData((prev) => ({ ...prev, merchant: e.target.value }))}
hideIfEmpty={!fieldsMap["merchant"]?.isVisibleInAnalysis}
/>
<FormInput
@@ -158,7 +167,7 @@ export default function AnalyzeForm({
name="description"
value={formData.description}
onChange={(e) => setFormData((prev) => ({ ...prev, description: e.target.value }))}
hideIfEmpty={true}
hideIfEmpty={!fieldsMap["description"]?.isVisibleInAnalysis}
/>
<div className="flex flex-wrap gap-4">
@@ -182,6 +191,7 @@ export default function AnalyzeForm({
name="currencyCode"
value={formData.currencyCode}
onValueChange={(value) => setFormData((prev) => ({ ...prev, currencyCode: value }))}
hideIfEmpty={!fieldsMap["currencyCode"]?.isVisibleInAnalysis}
/>
<FormSelectType
@@ -189,6 +199,7 @@ export default function AnalyzeForm({
name="type"
value={formData.type}
onValueChange={(value) => setFormData((prev) => ({ ...prev, type: value }))}
hideIfEmpty={!fieldsMap["type"]?.isVisibleInAnalysis}
/>
</div>
@@ -212,7 +223,7 @@ export default function AnalyzeForm({
name="issuedAt"
value={formData.issuedAt}
onChange={(e) => setFormData((prev) => ({ ...prev, issuedAt: e.target.value }))}
hideIfEmpty={true}
hideIfEmpty={!fieldsMap["issuedAt"]?.isVisibleInAnalysis}
/>
</div>
@@ -224,9 +235,10 @@ export default function AnalyzeForm({
value={formData.categoryCode}
onValueChange={(value) => setFormData((prev) => ({ ...prev, categoryCode: value }))}
placeholder="Select Category"
hideIfEmpty={!fieldsMap["categoryCode"]?.isVisibleInAnalysis}
/>
{projects.length >= 0 && (
{projects.length > 0 && (
<FormSelectProject
title="Project"
projects={projects}
@@ -234,6 +246,7 @@ export default function AnalyzeForm({
value={formData.projectCode}
onValueChange={(value) => setFormData((prev) => ({ ...prev, projectCode: value }))}
placeholder="Select Project"
hideIfEmpty={!fieldsMap["projectCode"]?.isVisibleInAnalysis}
/>
)}
</div>
@@ -243,7 +256,7 @@ export default function AnalyzeForm({
name="note"
value={formData.note}
onChange={(e) => setFormData((prev) => ({ ...prev, note: e.target.value }))}
hideIfEmpty={true}
hideIfEmpty={!fieldsMap["note"]?.isVisibleInAnalysis}
/>
{extraFields.map((field) => (
@@ -254,7 +267,7 @@ export default function AnalyzeForm({
name={field.code}
value={formData[field.code as keyof typeof formData]}
onChange={(e) => setFormData((prev) => ({ ...prev, [field.code]: e.target.value }))}
hideIfEmpty={true}
hideIfEmpty={!field.isVisibleInAnalysis}
/>
))}
@@ -264,7 +277,7 @@ export default function AnalyzeForm({
name="text"
value={formData.text}
onChange={(e) => setFormData((prev) => ({ ...prev, text: e.target.value }))}
hideIfEmpty={true}
hideIfEmpty={!fieldsMap["text"]?.isVisibleInAnalysis}
/>
</div>

View File

@@ -1,3 +1,4 @@
import { randomHexColor } from "@/lib/utils"
import { z } from "zod"
export const settingsFormSchema = z.object({
@@ -10,3 +11,28 @@ export const settingsFormSchema = z.object({
prompt_analyse_new_file: z.string().optional(),
is_welcome_message_hidden: z.boolean().optional(),
})
export const currencyFormSchema = z.object({
code: z.string().max(5),
name: z.string().max(32),
})
export const projectFormSchema = z.object({
name: z.string().max(128),
llm_prompt: z.string().max(512).nullable().optional(),
color: z.string().max(7).default(randomHexColor()).nullable().optional(),
})
export const categoryFormSchema = z.object({
name: z.string().max(128),
llm_prompt: z.string().max(512).nullable().optional(),
color: z.string().max(7).default(randomHexColor()).nullable().optional(),
})
export const fieldFormSchema = z.object({
name: z.string().max(128),
type: z.string().max(128).default("string"),
llm_prompt: z.string().max(512).nullable().optional(),
isVisibleInList: z.boolean().optional(),
isVisibleInAnalysis: z.boolean().optional(),
})

View File

@@ -15,54 +15,84 @@ export type TransactionFilters = {
ordering?: string
categoryCode?: string
projectCode?: string
page?: number
}
export const getTransactions = cache(async (filters?: TransactionFilters): Promise<Transaction[]> => {
const where: Prisma.TransactionWhereInput = {}
let orderBy: Prisma.TransactionOrderByWithRelationInput = { issuedAt: "desc" }
export type TransactionPagination = {
limit: number
offset: number
}
if (filters) {
if (filters.search) {
where.OR = [
{ name: { contains: filters.search } },
{ merchant: { contains: filters.search } },
{ description: { contains: filters.search } },
{ note: { contains: filters.search } },
{ text: { contains: filters.search } },
]
}
export const getTransactions = cache(
async (
filters?: TransactionFilters,
pagination?: TransactionPagination
): Promise<{
transactions: Transaction[]
total: number
}> => {
const where: Prisma.TransactionWhereInput = {}
let orderBy: Prisma.TransactionOrderByWithRelationInput = { issuedAt: "desc" }
if (filters.dateFrom || filters.dateTo) {
where.issuedAt = {
gte: filters.dateFrom ? new Date(filters.dateFrom) : undefined,
lte: filters.dateTo ? new Date(filters.dateTo) : undefined,
if (filters) {
if (filters.search) {
where.OR = [
{ name: { contains: filters.search } },
{ merchant: { contains: filters.search } },
{ description: { contains: filters.search } },
{ note: { contains: filters.search } },
{ text: { contains: filters.search } },
]
}
if (filters.dateFrom || filters.dateTo) {
where.issuedAt = {
gte: filters.dateFrom ? new Date(filters.dateFrom) : undefined,
lte: filters.dateTo ? new Date(filters.dateTo) : undefined,
}
}
if (filters.categoryCode) {
where.categoryCode = filters.categoryCode
}
if (filters.projectCode) {
where.projectCode = filters.projectCode
}
if (filters.ordering) {
const isDesc = filters.ordering.startsWith("-")
const field = isDesc ? filters.ordering.slice(1) : filters.ordering
orderBy = { [field]: isDesc ? "desc" : "asc" }
}
}
if (filters.categoryCode) {
where.categoryCode = filters.categoryCode
}
if (filters.projectCode) {
where.projectCode = filters.projectCode
}
if (filters.ordering) {
const isDesc = filters.ordering.startsWith("-")
const field = isDesc ? filters.ordering.slice(1) : filters.ordering
orderBy = { [field]: isDesc ? "desc" : "asc" }
if (pagination) {
const total = await prisma.transaction.count({ where })
const transactions = await prisma.transaction.findMany({
where,
include: {
category: true,
project: true,
},
orderBy,
take: pagination?.limit,
skip: pagination?.offset,
})
return { transactions, total }
} else {
const transactions = await prisma.transaction.findMany({
where,
include: {
category: true,
project: true,
},
orderBy,
})
return { transactions, total: transactions.length }
}
}
return await prisma.transaction.findMany({
where,
include: {
category: true,
project: true,
},
orderBy,
})
})
)
export const getTransactionById = cache(async (id: string): Promise<Transaction | null> => {
return await prisma.transaction.findUnique({

4
package-lock.json generated
View File

@@ -1,12 +1,12 @@
{
"name": "taxhacker",
"version": "0.1.0",
"version": "0.2.1",
"lockfileVersion": 3,
"requires": true,
"packages": {
"": {
"name": "taxhacker",
"version": "0.1.0",
"version": "0.2.1",
"dependencies": {
"@fast-csv/format": "^5.0.2",
"@fast-csv/parse": "^5.0.2",

View File

@@ -317,7 +317,7 @@ const fields = [
type: "string",
llm_prompt: "description of the transaction",
isVisibleInList: false,
isVisibleInAnalysis: true,
isVisibleInAnalysis: false,
isRequired: false,
isExtra: false,
},
@@ -431,11 +431,21 @@ const fields = [
isRequired: false,
isExtra: false,
},
{
code: "vat_rate",
name: "VAT Rate",
type: "number",
llm_prompt: "VAT rate in percentage 0-100",
isVisibleInList: false,
isVisibleInAnalysis: false,
isRequired: false,
isExtra: true,
},
{
code: "vat",
name: "VAT Amount",
type: "number",
llm_prompt: "total VAT total in currency of the invoice",
llm_prompt: "total VAT in currency of the invoice",
isVisibleInList: false,
isVisibleInAnalysis: false,
isRequired: false,
@@ -446,6 +456,8 @@ const fields = [
name: "Extracted Text",
type: "string",
llm_prompt: "extract all recognised text from the invoice",
isVisibleInList: false,
isVisibleInAnalysis: false,
isRequired: false,
isExtra: false,
},