fix: #3086 copy transactions to clipboard from modal

src/extension/features/general/category-activity-copy/CopyTransactionsButtons.tsx

@@ -0,0 +1,33 @@
+import React, { useState } from 'react';
+import { YNABTransaction } from 'toolkit/types/ynab/data/transaction';
+import copyTransactionsToClipboard from './copyTransactionsToClipboard';
+
+interface Props {
+  transactions: YNABTransaction[];
+}
+
+export default function CopyTransactionsButton({ transactions }: Props) {
+  const [isCopied, setIsCopied] = useState(false);
+
+  const handleCopyTransactions = () => {
+    copyTransactionsToClipboard(transactions);
+
+    setIsCopied(true);
+
+    setTimeout(() => {
+      setIsCopied(false);
+    }, 2000);
+  };
+
+  if (!(Array.isArray(transactions) && transactions.length > 0)) return null;
+
+  return (
+    <button
+      id="tk-copy-transactions"
+      className="button button-primary"
+      onClick={handleCopyTransactions}
+    >
+      {isCopied ? 'Copied!' : 'Copy Transactions'}
+    </button>
+  );
+}

src/extension/features/general/category-activity-copy/copyTransactionsToClipboard.ts

@@ -0,0 +1,43 @@
+import { getEntityManager } from 'toolkit/extension/utils/ynab';
+import { YNABTransaction } from 'toolkit/types/ynab/data/transaction';
+
+interface Activities {
+  Account: string;
+  Date: string;
+  Payee: any;
+  Category: string;
+  Memo: string;
+  Amount: string;
+}
+
+export default function copyTransactionsToClipboard(transactions: YNABTransaction[]) {
+  const entityManager = getEntityManager();
+  const activities = transactions.map<Activities>((transaction) => {
+    const parentEntityId = transaction.get('parentEntityId');
+    let payeeId = transaction.get('payeeId');
+
+    if (parentEntityId) {
+      payeeId = entityManager.transactionsCollection
+        .findItemByEntityId(parentEntityId)
+        .get('payeeId');
+    }
+
+    const payee = entityManager.payeesCollection.findItemByEntityId(payeeId);
+    return {
+      Account: transaction.get('accountName'),
+      Date: ynab.formatDateLong(transaction.get('date').toString()),
+      Payee: payee && payee.get('name') ? payee.get('name') : 'Unknown',
+      Category: transaction.get('subCategoryNameWrapped'),
+      Memo: transaction.get('memo'),
+      Amount: ynab.formatCurrency(transaction.get('amount')),
+    };
+  });
+
+  const replacer = (_key: string, value: null | string) => (value === null ? '' : value);
+  const header = Object.keys(activities[0]) as (keyof Activities)[];
+  let csv = activities.map((row) =>
+    header.map((fieldName) => JSON.stringify(row[fieldName], replacer)).join('\t')
+  );
+  csv.unshift(header.join('\t'));
+  navigator.clipboard.writeText(csv.join('\r\n'));
+}

src/extension/features/general/category-activity-copy/index.tsx

@@ -0,0 +1,59 @@
+import React from 'react';
+import { Feature } from 'toolkit/extension/features/feature';
+import {
+  getModalService,
+  isCurrentRouteBudgetPage,
+  isCurrentRouteReportPage,
+} from 'toolkit/extension/utils/ynab';
+import { componentAppend } from 'toolkit/extension/utils/react';
+import CopyTransactionsButton from './CopyTransactionsButtons';
+import { YNABTransaction } from 'toolkit/types/ynab/data/transaction';
+
+export class CategoryActivityCopy extends Feature {
+  shouldInvoke() {
+    return (
+      $('#tk-copy-transactions').length === 0 &&
+      !!getModalService()?.isModalOpen &&
+      !!document.querySelector('.modal-budget-activity')
+    );
+  }
+
+  invoke() {
+    const modal = document.querySelector('.modal-budget-activity');
+    const modalService = getModalService();
+
+    if (modal && modalService.isModalOpen) {
+      let transactions: YNABTransaction[] | undefined = undefined;
+      if (modalService.currentModal === 'modals/budget/activity' && isCurrentRouteBudgetPage()) {
+        transactions = modalService.modalValue?.selectedActivityTransactions;
+      } else if (
+        modalService.currentModal === 'modals/reports/transactions' &&
+        isCurrentRouteReportPage('any')
+      ) {
+        transactions = modalService.modalValue?.modalTransactions;
+      }
+
+      if (Array.isArray(transactions) && transactions.length > 0) {
+        componentAppend(
+          <CopyTransactionsButton transactions={transactions} />,
+          modal.querySelector('.modal-actions')
+        );
+      }
+    }
+  }
+
+  observe(nodes: Set<string>) {
+    if (!this.shouldInvoke()) return;
+
+    if (
+      nodes.has('modal-overlay active  ynab-u modal-popup modal-budget-activity') ||
+      nodes.has('modal-overlay active  pure-u modal-popup modal-budget-activity')
+    ) {
+      this.invoke();
+    }
+  }
+
+  destroy() {
+    $('#tk-copy-transactions').remove();
+  }
+}

src/extension/utils/ynab.ts

@@ -1,4 +1,5 @@
-import { getRouter, controllerLookup, serviceLookup } from './ember';
+import { YNABModalService } from 'toolkit/types/ynab/services/YNABModalService';
+import { controllerLookup, serviceLookup } from './ember';
 
 export function getApplicationController() {
   return controllerLookup<YNABApplicationController>('application');
@@ -43,6 +44,17 @@ export function isCurrentRouteAccountsPage() {
   );
 }
 
+export function isCurrentRouteReportPage(
+  report?: 'spending' | 'income-expense' | 'net-worth' | 'any'
+) {
+  const currentRoute = getCurrentRouteName();
+  if (report === 'any' || !report) {
+    return currentRoute?.includes('reports.');
+  }
+
+  return currentRoute === `reports.${report}`;
+}
+
 export function getSelectedAccount() {
   const selectedAccountId = getAccountsController()?.selectedAccountId;
   if (selectedAccountId) {
@@ -76,6 +88,10 @@ export function getBudgetService() {
   return serviceLookup<YNABBudgetService>('budget');
 }
 
+export function getModalService() {
+  return serviceLookup<YNABModalService>('modal') || {};
+}
+
 export function getRegisterGridService() {
   return serviceLookup<YNABRegisterGridService>('registerGrid');
 }

src/test/utils/data.ts

@@ -16,6 +16,7 @@ export function mockTransaction(overrides?: Partial<YNABTransaction>): YNABTrans
   return {
     accepted: true,
     account: mockAccount(),
+    accountName: 'account-name',
     accountId: 'account-id',
     amount: 1000,
     baseSubTransactions: [],
@@ -52,6 +53,7 @@ export function mockTransaction(overrides?: Partial<YNABTransaction>): YNABTrans
     source: null,
     subCategory: null,
     subCategoryCreditAmountPreceding: 0,
+    subCategoryNameWrapped: 'subCategoryNameWrapped',
     subCategoryId: null,
     subTransactions: [],
     transferAccountId: null,
@@ -62,6 +64,9 @@ export function mockTransaction(overrides?: Partial<YNABTransaction>): YNABTrans
     transferTransactionId: null,
     ynabId: null,
     isUncleared: jest.fn(),
+    get(key) {
+      return this[key];
+    },
     ...overrides,
   };
 }

src/types/ynab/data/payee-collection.d.ts

@@ -0,0 +1,3 @@
+interface YNABPayeeCollection extends YNABCollection<YNABPayee> {
+  findItemByEntityId(entityId: string | null): YNABPayee;
+}

src/types/ynab/data/payee.d.ts

@@ -2,4 +2,5 @@ interface YNABPayee {
   entityId?: string;
   isStartingBalancePayee(): boolean;
   name: string;
+  get<T extends keyof YNABPayee>(key: T): YNABPayee[T];
 }

src/types/ynab/data/transaction-collection.d.ts

@@ -1,3 +1,5 @@
 import { YNABTransaction } from './transaction';
 
-interface YNABTransactionCollection extends YNABCollection<YNABTransaction> {}
+interface YNABTransactionCollection extends YNABCollection<YNABTransaction> {
+  findItemByEntityId(entityId: string | null): YNABTransaction;
+}

src/types/ynab/data/transaction.d.ts

@@ -3,6 +3,7 @@ import { YNABAccount } from './account';
 export interface YNABTransaction {
   accepted: boolean;
   account: YNABAccount;
+  accountName: string;
   accountId: string;
   amount: number;
   baseSubTransactions: Array<YNABTransaction>;
@@ -28,6 +29,7 @@ export interface YNABTransaction {
   month: DateWithoutTime;
   originalImportedPayee: YNABPayee | null;
   parentTransaction?: YNABTransaction;
+  parentEntityId?: string;
   payee: YNABPayee | null;
   payeeId: string | null;
   scheduledTransactionId: string | null;
@@ -36,6 +38,7 @@ export interface YNABTransaction {
   subCategory: YNABSubCategory | null;
   subCategoryCreditAmountPreceding: number;
   subCategoryId: string | null;
+  subCategoryNameWrapped: string;
   subTransactions: YNABTransaction[];
   transferAccountId: string | null;
   transferAccounts: YNABAccount[] | null;
@@ -47,4 +50,5 @@ export interface YNABTransaction {
 
   isUncleared?: () => boolean;
   isReconciled?: () => boolean;
+  get: <T extends keyof YNABTransaction>(key: T) => YNABTransaction[T];
 }

src/types/ynab/services/YNABModalService.d.ts

@@ -1,4 +1,19 @@
-interface YNABModalService {
+import { YNABTransaction } from '../data/transaction';
+
+type YNABModalService = {
   isModalOpen?: boolean;
   closeModal?: (e?: unknown) => void;
-}
+} & (
+  | {
+      currentModal?: 'modals/budget/activity';
+      modalValue?: {
+        selectedActivityTransactions?: YNABTransaction[];
+      };
+    }
+  | {
+      currentModal?: 'modals/reports/transactions';
+      modalValue?: {
+        modalTransactions?: YNABTransaction[];
+      };
+    }
+);