/
TransactionsTable.jsx
2273 lines (2112 loc) · 62.2 KB
/
TransactionsTable.jsx
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import React, {
createContext,
createElement,
createRef,
forwardRef,
memo,
useState,
useRef,
useMemo,
useCallback,
useLayoutEffect,
useEffect,
useContext,
useReducer,
} from 'react';
import { useSelector, useDispatch } from 'react-redux';
import {
format as formatDate,
parseISO,
isValid as isDateValid,
} from 'date-fns';
import { useCachedSchedules } from 'loot-core/src/client/data-hooks/schedules';
import {
getAccountsById,
getPayeesById,
getCategoriesById,
} from 'loot-core/src/client/reducers/queries';
import { evalArithmetic } from 'loot-core/src/shared/arithmetic';
import { currentDay } from 'loot-core/src/shared/months';
import { getScheduledAmount } from 'loot-core/src/shared/schedules';
import {
splitTransaction,
updateTransaction,
deleteTransaction,
addSplitTransaction,
groupTransaction,
ungroupTransactions,
} from 'loot-core/src/shared/transactions';
import {
integerToCurrency,
amountToInteger,
titleFirst,
} from 'loot-core/src/shared/util';
import { useMergedRefs } from '../../hooks/useMergedRefs';
import { usePrevious } from '../../hooks/usePrevious';
import { useSelectedDispatch, useSelectedItems } from '../../hooks/useSelected';
import { SvgLeftArrow2, SvgRightArrow2 } from '../../icons/v0';
import { SvgArrowDown, SvgArrowUp, SvgCheveronDown } from '../../icons/v1';
import {
SvgArrowsSynchronize,
SvgCalendar,
SvgHyperlink2,
} from '../../icons/v2';
import { styles, theme } from '../../style';
import { AccountAutocomplete } from '../autocomplete/AccountAutocomplete';
import { CategoryAutocomplete } from '../autocomplete/CategoryAutocomplete';
import { PayeeAutocomplete } from '../autocomplete/PayeeAutocomplete';
import { Button } from '../common/Button';
import { Text } from '../common/Text';
import { View } from '../common/View';
import { getStatusProps } from '../schedules/StatusBadge';
import { DateSelect } from '../select/DateSelect';
import {
Cell,
Field,
Row,
InputCell,
SelectCell,
DeleteCell,
CustomCell,
CellButton,
useTableNavigator,
Table,
UnexposedCellContent,
} from '../table';
import { Tooltip } from '../tooltips';
function getDisplayValue(obj, name) {
return obj ? obj[name] : '';
}
function serializeTransaction(transaction, showZeroInDeposit) {
let { amount, date } = transaction;
if (isPreviewId(transaction.id)) {
amount = (transaction._inverse ? -1 : 1) * getScheduledAmount(amount);
}
let debit = amount < 0 ? -amount : null;
let credit = amount > 0 ? amount : null;
if (amount === 0) {
if (showZeroInDeposit) {
credit = 0;
} else {
debit = 0;
}
}
// Validate the date format
if (!isDateValid(parseISO(date))) {
// Be a little forgiving if the date isn't valid. This at least
// stops the UI from crashing, but this is a serious problem with
// the data. This allows the user to go through and see empty
// dates and manually fix them.
date = null;
}
return {
...transaction,
date,
debit: debit != null ? integerToCurrency(debit) : '',
credit: credit != null ? integerToCurrency(credit) : '',
};
}
function deserializeTransaction(transaction, originalTransaction) {
const { debit, credit, date: originalDate, ...realTransaction } = transaction;
let amount;
if (debit !== '') {
const parsed = evalArithmetic(debit, null);
amount = parsed != null ? -parsed : null;
} else {
amount = evalArithmetic(credit, null);
}
amount =
amount != null ? amountToInteger(amount) : originalTransaction.amount;
let date = originalDate;
if (date == null) {
date = originalTransaction.date || currentDay();
}
return { ...realTransaction, date, amount };
}
function isLastChild(transactions, index) {
const trans = transactions[index];
return (
trans &&
trans.is_child &&
(transactions[index + 1] == null ||
transactions[index + 1].parent_id !== trans.parent_id)
);
}
const SplitsExpandedContext = createContext(null);
export function useSplitsExpanded() {
const data = useContext(SplitsExpandedContext);
return useMemo(
() => ({
...data,
expanded: id =>
data.state.mode === 'collapse'
? !data.state.ids.has(id)
: data.state.ids.has(id),
}),
[data],
);
}
export function SplitsExpandedProvider({ children, initialMode = 'expand' }) {
const cachedState = useSelector(state => state.app.lastSplitState);
const reduxDispatch = useDispatch();
const [state, dispatch] = useReducer(
(state, action) => {
switch (action.type) {
case 'toggle-split': {
const ids = new Set([...state.ids]);
const { id } = action;
if (ids.has(id)) {
ids.delete(id);
} else {
ids.add(id);
}
return { ...state, ids };
}
case 'open-split': {
const ids = new Set([...state.ids]);
const { id } = action;
if (state.mode === 'collapse') {
ids.delete(id);
} else {
ids.add(id);
}
return { ...state, ids };
}
case 'set-mode': {
return {
...state,
mode: action.mode,
ids: new Set(),
transitionId: null,
};
}
case 'switch-mode':
if (state.transitionId != null) {
// You can only transition once at a time
return state;
}
return {
...state,
mode: state.mode === 'expand' ? 'collapse' : 'expand',
transitionId: action.id,
ids: new Set(),
};
case 'finish-switch-mode':
return { ...state, transitionId: null };
default:
throw new Error('Unknown action type: ' + action.type);
}
},
cachedState.current || { ids: new Set(), mode: initialMode },
);
useEffect(() => {
if (state.transitionId != null) {
// This timeout allows animations to finish
setTimeout(() => {
dispatch({ type: 'finish-switch-mode' });
}, 250);
}
}, [state.transitionId]);
useEffect(() => {
// In a finished state, cache the state
if (state.transitionId == null) {
reduxDispatch({ type: 'SET_LAST_SPLIT_STATE', splitState: state });
}
}, [state]);
const value = useMemo(() => ({ state, dispatch }), [state, dispatch]);
return (
<SplitsExpandedContext.Provider value={value}>
{children}
</SplitsExpandedContext.Provider>
);
}
function selectAscDesc(field, ascDesc, clicked, defaultAscDesc = 'asc') {
return field === clicked
? ascDesc === 'asc'
? 'desc'
: 'asc'
: defaultAscDesc;
}
const TransactionHeader = memo(
({
hasSelected,
showAccount,
showCategory,
showBalance,
showCleared,
scrollWidth,
onSort,
ascDesc,
field,
}) => {
const dispatchSelected = useSelectedDispatch();
return (
<Row
style={{
fontWeight: 300,
zIndex: 200,
color: theme.tableHeaderText,
backgroundColor: theme.tableBackground,
}}
>
<SelectCell
exposed={true}
focused={false}
selected={hasSelected}
width={20}
onSelect={e => dispatchSelected({ type: 'select-all', event: e })}
/>
<HeaderCell
value="Date"
width={110}
alignItems="flex"
marginLeft={-5}
id="date"
icon={field === 'date' ? ascDesc : 'clickable'}
onClick={() =>
onSort('date', selectAscDesc(field, ascDesc, 'date', 'desc'))
}
/>
{showAccount && (
<HeaderCell
value="Account"
width="flex"
alignItems="flex"
marginLeft={-5}
id="account"
icon={field === 'account' ? ascDesc : 'clickable'}
onClick={() =>
onSort('account', selectAscDesc(field, ascDesc, 'account', 'asc'))
}
/>
)}
<HeaderCell
value="Payee"
width="flex"
alignItems="flex"
marginLeft={-5}
id="payee"
icon={field === 'payee' ? ascDesc : 'clickable'}
onClick={() =>
onSort('payee', selectAscDesc(field, ascDesc, 'payee', 'asc'))
}
/>
<HeaderCell
value="Notes"
width="flex"
alignItems="flex"
marginLeft={-5}
id="notes"
icon={field === 'notes' ? ascDesc : 'clickable'}
onClick={() =>
onSort('notes', selectAscDesc(field, ascDesc, 'notes', 'asc'))
}
/>
{showCategory && (
<HeaderCell
value="Category"
width="flex"
alignItems="flex"
marginLeft={-5}
id="category"
icon={field === 'category' ? ascDesc : 'clickable'}
onClick={() =>
onSort(
'category',
selectAscDesc(field, ascDesc, 'category', 'asc'),
)
}
/>
)}
<HeaderCell
value="Payment"
width={90}
alignItems="flex-end"
marginRight={-5}
id="payment"
icon={field === 'payment' ? ascDesc : 'clickable'}
onClick={() =>
onSort('payment', selectAscDesc(field, ascDesc, 'payment', 'asc'))
}
/>
<HeaderCell
value="Deposit"
width={85}
alignItems="flex-end"
marginRight={-5}
id="deposit"
icon={field === 'deposit' ? ascDesc : 'clickable'}
onClick={() =>
onSort('deposit', selectAscDesc(field, ascDesc, 'deposit', 'desc'))
}
/>
{showBalance && <Cell value="Balance" width={88} textAlign="right" />}
{showCleared && (
<HeaderCell
value="✓"
width={23}
alignItems="center"
id="cleared"
icon={field === 'cleared' ? ascDesc : 'clickable'}
onClick={() => {
onSort(
'cleared',
selectAscDesc(field, ascDesc, 'cleared', 'asc'),
);
}}
/>
)}
<Cell value="" width={5 + (scrollWidth ?? 0)} />
</Row>
);
},
);
TransactionHeader.displayName = 'TransactionHeader';
function getPayeePretty(transaction, payee, transferAcct) {
const { payee: payeeId } = transaction;
if (transferAcct) {
return (
<View
style={{
flexDirection: 'row',
alignItems: 'center',
}}
>
<div
style={{
overflow: 'hidden',
textOverflow: 'ellipsis',
}}
>
{transferAcct.name}
</div>
</View>
);
} else if (payee) {
return payee.name;
} else if (payeeId && payeeId.startsWith('new:')) {
return payeeId.slice('new:'.length);
}
return '';
}
function StatusCell({
id,
focused,
selected,
status,
isChild,
onEdit,
onUpdate,
}) {
const isClearedField =
status === 'cleared' || status === 'reconciled' || status == null;
const statusProps = getStatusProps(status);
const statusColor =
status === 'cleared'
? theme.noticeTextLight
: status === 'reconciled'
? theme.noticeTextLight
: status === 'missed'
? theme.errorText
: status === 'due'
? theme.warningText
: selected
? theme.pageTextLinkLight
: theme.pageTextSubdued;
function onSelect() {
if (isClearedField) {
onUpdate('cleared', !(status === 'cleared'));
}
}
return (
<Cell
name="cleared"
width={23}
focused={focused}
style={{ padding: 1 }}
plain
>
<CellButton
style={{
padding: 3,
backgroundColor: 'transparent',
border: '1px solid transparent',
borderRadius: 50,
':focus': {
border: '1px solid ' + theme.formInputBorderSelected,
boxShadow: '0 1px 2px ' + theme.formInputBorderSelected,
},
cursor: isClearedField ? 'pointer' : 'default',
...(isChild && { visibility: 'hidden' }),
}}
onEdit={() => onEdit(id, 'cleared')}
onSelect={onSelect}
>
{createElement(statusProps.Icon, {
style: {
width: 13,
height: 13,
color: statusColor,
marginTop: status === 'due' ? -1 : 0,
},
})}
</CellButton>
</Cell>
);
}
function HeaderCell({
value,
id,
width,
alignItems,
marginLeft,
marginRight,
icon,
onClick,
}) {
return (
<CustomCell
width={width}
name={id}
alignItems={alignItems}
unexposedContent={
<Button
type="bare"
onClick={onClick}
style={{
whiteSpace: 'nowrap',
overflow: 'hidden',
textOverflow: 'ellipsis',
color: theme.tableHeaderText,
fontWeight: 300,
marginLeft,
marginRight,
}}
>
<UnexposedCellContent value={value} />
{icon === 'asc' && (
<SvgArrowDown width={10} height={10} style={{ marginLeft: 5 }} />
)}
{icon === 'desc' && (
<SvgArrowUp width={10} height={10} style={{ marginLeft: 5 }} />
)}
</Button>
}
/>
);
}
function PayeeCell({
id,
payeeId,
accountId,
focused,
inherited,
payees,
accounts,
valueStyle,
transaction,
payee,
transferAcct,
isPreview,
onEdit,
onUpdate,
onCreatePayee,
onManagePayees,
onNavigateToTransferAccount,
onNavigateToSchedule,
}) {
const isCreatingPayee = useRef(false);
// Filter out the account we're currently in as it is not a valid transfer
accounts = accounts.filter(account => account.id !== accountId);
payees = payees.filter(payee => payee.transfer_acct !== accountId);
return (
<CustomCell
width="flex"
name="payee"
textAlign="flex"
value={payeeId}
valueStyle={{
...valueStyle,
...(inherited && { color: theme.tableTextInactive }),
}}
exposed={focused}
onExpose={name => !isPreview && onEdit(id, name)}
onUpdate={async value => {
onUpdate('payee', value);
if (value && value.startsWith('new:') && !isCreatingPayee.current) {
isCreatingPayee.current = true;
const id = await onCreatePayee(value.slice('new:'.length));
onUpdate('payee', id);
isCreatingPayee.current = false;
}
}}
unexposedContent={
<>
<PayeeIcons
transaction={transaction}
transferAccount={transferAcct}
onNavigateToTransferAccount={onNavigateToTransferAccount}
onNavigateToSchedule={onNavigateToSchedule}
/>
<UnexposedCellContent
value={payeeId}
formatter={() => getPayeePretty(transaction, payee, transferAcct)}
/>
</>
}
>
{({
onBlur,
onKeyDown,
onUpdate,
onSave,
shouldSaveFromKey,
inputStyle,
}) => {
return (
<PayeeAutocomplete
payees={payees}
accounts={accounts}
value={payeeId}
shouldSaveFromKey={shouldSaveFromKey}
inputProps={{
onBlur,
onKeyDown,
style: inputStyle,
}}
showManagePayees={true}
tableBehavior={true}
focused={true}
onUpdate={onUpdate}
onSelect={onSave}
onManagePayees={() => onManagePayees(payeeId)}
isCreatable
menuPortalTarget={undefined}
/>
);
}}
</CustomCell>
);
}
function PayeeIcons({
transaction,
transferAccount,
onNavigateToTransferAccount,
onNavigateToSchedule,
children,
}) {
const scheduleId = transaction.schedule;
const scheduleData = useCachedSchedules();
const schedule = scheduleData
? scheduleData.schedules.find(s => s.id === scheduleId)
: null;
if (schedule == null && transferAccount == null) {
// Neither a valid scheduled transaction nor a transfer.
return children;
}
const buttonStyle = {
marginLeft: -5,
marginRight: 2,
width: 23,
height: 23,
color: 'inherit',
};
const scheduleIconStyle = { width: 13, height: 13 };
const transferIconStyle = { width: 10, height: 10 };
const recurring = schedule && schedule._date && !!schedule._date.frequency;
return (
<>
{schedule && (
<Button
type="bare"
style={buttonStyle}
onClick={e => {
e.stopPropagation();
onNavigateToSchedule(scheduleId);
}}
>
{recurring ? (
<SvgArrowsSynchronize style={scheduleIconStyle} />
) : (
<SvgCalendar style={scheduleIconStyle} />
)}
</Button>
)}
{transferAccount && (
<Button
type="bare"
aria-label="Transfer"
style={buttonStyle}
onClick={e => {
e.stopPropagation();
if (!isTemporaryId(transaction.id)) {
onNavigateToTransferAccount(transferAccount.id);
}
}}
>
{(transaction._inverse ? -1 : 1) * transaction.amount > 0 ? (
<SvgLeftArrow2 style={transferIconStyle} />
) : (
<SvgRightArrow2 style={transferIconStyle} />
)}
</Button>
)}
</>
);
}
const Transaction = memo(function Transaction(props) {
const {
transaction: originalTransaction,
subtransactions,
editing,
showAccount,
showBalance,
showCleared,
showZeroInDeposit,
style,
selected,
highlighted,
added,
matched,
expanded,
inheritedFields,
focusedField,
categoryGroups,
payees,
accounts,
balance,
dateFormat = 'MM/dd/yyyy',
hideFraction,
onSave,
onEdit,
onDelete,
onSplit,
onManagePayees,
onCreatePayee,
onToggleSplit,
onNavigateToTransferAccount,
onNavigateToSchedule,
} = props;
const dispatchSelected = useSelectedDispatch();
const [prevShowZero, setPrevShowZero] = useState(showZeroInDeposit);
const [prevTransaction, setPrevTransaction] = useState(originalTransaction);
const [transaction, setTransaction] = useState(() =>
serializeTransaction(originalTransaction, showZeroInDeposit),
);
const isPreview = isPreviewId(transaction.id);
if (
originalTransaction !== prevTransaction ||
showZeroInDeposit !== prevShowZero
) {
setTransaction(
serializeTransaction(originalTransaction, showZeroInDeposit),
);
setPrevTransaction(originalTransaction);
setPrevShowZero(showZeroInDeposit);
}
const [showReconciliationWarning, setShowReconciliationWarning] =
useState(false);
function onUpdate(name, value) {
// Had some issues with this is called twice which is a problem now that we are showing a warning
// modal is the transaction is locked. I added a boolean to guard against showing the modal twice.
// I'm still not completely happy with how the cells update pre/post modal. Sometimes you have to
// click off of the cell manually after confirming your change post modal for example. The last
// row seems to have more issues than others but the combination of tab, return, and clicking out
// of the cell all have different implications as well.
if (transaction[name] !== value) {
if (
transaction.reconciled === true &&
(name === 'credit' ||
name === 'debit' ||
name === 'payee' ||
name === 'account' ||
name === 'date')
) {
if (showReconciliationWarning === false) {
setShowReconciliationWarning(true);
props.pushModal('confirm-transaction-edit', {
onConfirm: () => {
setShowReconciliationWarning(false);
onUpdateAfterConfirm(name, value);
},
confirmReason: 'editReconciled',
});
}
} else {
onUpdateAfterConfirm(name, value);
}
}
// Allow un-reconciling (unlocking) transactions
if (name === 'cleared' && transaction.reconciled) {
props.pushModal('confirm-transaction-edit', {
onConfirm: () => {
onUpdateAfterConfirm('reconciled', false);
},
confirmReason: 'unlockReconciled',
});
}
}
function onUpdateAfterConfirm(name, value) {
const newTransaction = { ...transaction, [name]: value };
// Don't change the note to an empty string if it's null (since they are both rendered the same)
if (name === 'note' && value === '' && transaction.note == null) {
return;
}
if (
name === 'account' &&
value &&
getAccountsById(accounts)[value].offbudget
) {
newTransaction.category = null;
}
// If entering an amount in either of the credit/debit fields, we
// need to clear out the other one so it's always properly
// translated into the desired amount (see
// `deserializeTransaction`)
if (name === 'credit') {
newTransaction['debit'] = '';
} else if (name === 'debit') {
newTransaction['credit'] = '';
}
if (name === 'account' && transaction.account !== value) {
newTransaction.reconciled = false;
}
// Don't save a temporary value (a new payee) which will be
// filled in with a real id later
if (name === 'payee' && value && value.startsWith('new:')) {
setTransaction(newTransaction);
} else {
const deserialized = deserializeTransaction(
newTransaction,
originalTransaction,
);
// Run the transaction through the formatting so that we know
// it's always showing the formatted result
setTransaction(serializeTransaction(deserialized, showZeroInDeposit));
onSave(deserialized, subtransactions);
}
}
const {
id,
amount,
debit,
credit,
payee: payeeId,
imported_payee: importedPayee,
notes,
date,
account: accountId,
category: categoryId,
cleared,
reconciled,
is_parent: isParent,
_unmatched = false,
_inverse = false,
} = transaction;
// Join in some data
const payee = payees && payeeId && getPayeesById(payees)[payeeId];
const account = accounts && accountId && getAccountsById(accounts)[accountId];
let transferAcct;
if (_inverse) {
transferAcct =
accounts && accountId && getAccountsById(accounts)[accountId];
} else {
transferAcct =
payee &&
payee.transfer_acct &&
getAccountsById(accounts)[payee.transfer_acct];
}
const isChild = transaction.is_child;
const isBudgetTransfer = transferAcct && transferAcct.offbudget === 0;
const isOffBudget = account && account.offbudget === 1;
const valueStyle = added ? { fontWeight: 600 } : null;
const backgroundFocus = focusedField === 'select';
const amountStyle = hideFraction ? { letterSpacing: -0.5 } : null;
const runningBalance = !isTemporaryId(id)
? balance
: balance + (_inverse ? -1 : 1) * amount;
return (
<Row
style={{
backgroundColor: selected
? theme.tableRowBackgroundHighlight
: backgroundFocus
? theme.tableRowBackgroundHover
: theme.tableBackground,
':hover': !(backgroundFocus || selected) && {
backgroundColor: theme.tableRowBackgroundHover,
},
'& .hover-visible': {
opacity: 0,
},
':hover .hover-visible': {
opacity: 1,
},
...(highlighted || selected
? { color: theme.tableRowBackgroundHighlightText }
: { color: theme.tableText }),
...style,
...(isPreview && {
color: theme.tableTextInactive,
backgroundColor: !selected ? theme.tableBackground : undefined,
fontStyle: 'italic',
}),
...(_unmatched && { opacity: 0.5 }),
}}
>
{isChild && (
<Field
/* Checkmark blank placeholder for Child transaction */
width={110}
style={{
width: 110,
backgroundColor: theme.tableRowBackgroundHover,
border: 0, // known z-order issue, bottom border for parent transaction hidden
}}
/>
)}
{isChild && showAccount && (
<Field
/* Account blank placeholder for Child transaction */
style={{
flex: 1,
backgroundColor: theme.tableRowBackgroundHover,
border: 0,
}}
/>
)}
{/* Checkmark - for Child transaction
between normal Date and Payee or Account and Payee if needed */}
{isTemporaryId(transaction.id) ? (
isChild ? (
<DeleteCell
onDelete={() => onDelete && onDelete(transaction.id)}
exposed={editing}
style={{ ...(isChild && { borderLeftWidth: 1 }), lineHeight: 0 }}
/>
) : (
<Cell width={20} />
)
) : (
<SelectCell
/* Checkmark field for non-child transaction */
exposed
buttonProps={{
className: selected || editing ? null : 'hover-visible',
}}
focused={focusedField === 'select'}
onSelect={e => {
dispatchSelected({ type: 'select', id: transaction.id, event: e });
}}
onEdit={() => onEdit(id, 'select')}
selected={selected}
style={{ ...(isChild && { borderLeftWidth: 1 }) }}
value={
matched && (
<SvgHyperlink2
style={{ width: 13, height: 13, color: 'inherit' }}
/>
)
}
/>
)}
{!isChild && (
<CustomCell
/* Date field for non-child transaction */
name="date"
width={110}
textAlign="flex"
exposed={focusedField === 'date'}
value={date}
valueStyle={valueStyle}
formatter={date =>
date ? formatDate(parseISO(date), dateFormat) : ''
}
onExpose={name => !isPreview && onEdit(id, name)}