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https://github.com/escalante29/WealthySmart.git
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Deploy to VPS / deploy (push) Successful in 45s
- Expand Account model with account_type (pension, savings, liability, crypto), new banks/currencies (BTC, XMR, FCL, ROP, VOL, MEMP, MPAT, MORTGAGE), and next_payment field - Add exchange rate endpoint (BCCR integration), analytics endpoint, paste-import for transactions, and API token management - Add PWA manifest, service worker, and app icons - Redesign dashboard, transactions, transfers, and login pages with theme support - Add billing cycle selector, confirm dialog, and paste import modal components - One-time DB reset in deploy workflow for schema migration Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
363 lines
16 KiB
TypeScript
363 lines
16 KiB
TypeScript
import { useEffect, useState } from 'react';
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import { Link } from 'react-router-dom';
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import {
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ArrowRight,
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TrendingUp,
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TrendingDown,
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RefreshCw,
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CreditCard,
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Pencil,
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Check,
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X,
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} from 'lucide-react';
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import api, { type Account, type Transaction } from '../api';
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function formatAmount(amount: number, currency: string) {
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const abs = Math.abs(amount);
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if (currency === 'BTC') return abs.toFixed(8);
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if (currency === 'XMR') return abs.toFixed(4);
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if (currency === 'USD') {
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return `$${abs.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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return `₡${abs.toLocaleString('es-CR', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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function formatDate(dateStr: string) {
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return new Date(dateStr).toLocaleDateString('en-US', { month: 'short', day: 'numeric' });
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}
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// --- Reusable card for an account balance ---
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function AccountCard({
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account,
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editingId,
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editValue,
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setEditValue,
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startEditing,
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saveBalance,
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cancelEditing,
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}: {
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account: Account;
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editingId: number | null;
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editValue: string;
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setEditValue: (v: string) => void;
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startEditing: (a: Account) => void;
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saveBalance: (id: number) => void;
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cancelEditing: () => void;
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}) {
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const badgeLabel = account.account_type === 'CRYPTO' ? account.label : (account.bank === 'DAVIVIENDA' ? 'DAV' : account.bank);
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const isEditing = editingId === account.id;
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return (
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<div className="group animate-fade-in bg-surface dark:bg-slate-900 border border-border dark:border-slate-700 rounded-xl p-5 shadow-sm dark:shadow-none hover:bg-surface-hover dark:hover:bg-slate-800/60 transition-colors h-[104px] flex flex-col justify-between">
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<div className="flex items-center justify-end">
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<span className="text-sm font-bold font-mono text-text-secondary dark:text-slate-300 bg-surface-secondary dark:bg-slate-800 px-2.5 py-0.5 rounded">
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{badgeLabel}
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</span>
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</div>
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{isEditing ? (
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<div className="flex items-center gap-2">
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<input
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type="number"
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step="0.01"
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value={editValue}
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onChange={(e) => setEditValue(e.target.value)}
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onKeyDown={(e) => {
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if (e.key === 'Enter') saveBalance(account.id);
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if (e.key === 'Escape') cancelEditing();
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}}
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autoFocus
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className="w-full text-2xl font-bold font-mono tracking-tight bg-input-bg border border-[#606C38]/40 rounded-lg px-2 py-1 focus:outline-none focus:border-[#606C38] transition-colors"
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/>
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<button onClick={() => saveBalance(account.id)} className="p-1 text-[#606C38] dark:text-[#7a8a4a]">
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<Check className="w-4 h-4" />
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</button>
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<button onClick={cancelEditing} className="p-1 text-text-muted hover:text-text-secondary">
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<X className="w-4 h-4" />
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</button>
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</div>
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) : (
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<div className="flex items-center gap-2 group/balance cursor-pointer" onClick={() => startEditing(account)}>
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<p className="text-2xl font-bold font-mono tracking-tight">
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{formatAmount(account.balance, account.currency)}
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</p>
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<Pencil className="w-3.5 h-3.5 text-text-faint opacity-0 group-hover/balance:opacity-100 hover:text-[#606C38] dark:hover:text-[#7a8a4a] transition-all" />
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</div>
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)}
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</div>
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);
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}
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// --- Total card ---
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function TotalCard({ total, currency }: { total: number; currency: string }) {
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return (
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<div className="border rounded-xl p-5 shadow-sm dark:shadow-none h-[104px] flex flex-col justify-between bg-[#fdf3e3] dark:bg-[#BC6C25]/10 border-[#e8c08a] dark:border-[#BC6C25]/20 text-[#8a5218] dark:text-[#DDA15E]">
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<span className="text-xs font-bold uppercase tracking-wider opacity-80">Total</span>
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<p className="text-2xl font-bold font-mono tracking-tight">{formatAmount(total, currency)}</p>
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</div>
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);
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}
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export default function Dashboard() {
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const [accounts, setAccounts] = useState<Account[]>([]);
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const [recent, setRecent] = useState<Transaction[]>([]);
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const [loading, setLoading] = useState(true);
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const [editingId, setEditingId] = useState<number | null>(null);
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const [editValue, setEditValue] = useState('');
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const [exchangeRate, setExchangeRate] = useState<{ buy_rate: number; sell_rate: number } | null>(null);
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const fetchData = async () => {
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setLoading(true);
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try {
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const [accRes, txRes] = await Promise.all([
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api.get('/accounts/'),
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api.get('/transactions/recent?limit=5'),
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]);
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setAccounts(accRes.data);
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setRecent(txRes.data);
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} catch (e) {
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console.error(e);
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} finally {
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setLoading(false);
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}
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api.get('/exchange-rate/').then((r) => setExchangeRate(r.data)).catch(() => {});
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};
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useEffect(() => { fetchData(); }, []);
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const startEditing = (account: Account) => {
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setEditingId(account.id);
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setEditValue(String(account.balance));
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};
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const cancelEditing = () => { setEditingId(null); setEditValue(''); };
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const saveBalance = async (accountId: number) => {
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const parsed = parseFloat(editValue);
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if (isNaN(parsed)) return cancelEditing();
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try {
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await api.patch(`/accounts/${accountId}`, { balance: parsed });
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setEditingId(null);
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setEditValue('');
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fetchData();
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} catch (e) { console.error(e); }
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};
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const cardProps = { editingId, editValue, setEditValue, startEditing, saveBalance, cancelEditing };
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// Group accounts by type
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const bankAccounts = accounts.filter((a) => a.account_type === 'BANK');
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const pensionAccounts = accounts.filter((a) => a.account_type === 'PENSION');
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const savingsAccounts = accounts.filter((a) => a.account_type === 'SAVINGS');
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const liabilityAccounts = accounts.filter((a) => a.account_type === 'LIABILITY');
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const cryptoAccounts = accounts.filter((a) => a.account_type === 'CRYPTO');
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const bankOrder = ['BAC', 'BCR', 'DAVIVIENDA'];
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// Bank totals for exchange rate combined total
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const bankCRC = bankAccounts.filter((a) => a.currency === 'CRC').reduce((s, a) => s + a.balance, 0);
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const bankUSD = bankAccounts.filter((a) => a.currency === 'USD').reduce((s, a) => s + a.balance, 0);
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return (
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<div className="space-y-6">
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{/* Header */}
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<div className="flex items-center justify-between">
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<div>
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<h1 className="text-2xl font-bold">Dashboard</h1>
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<p className="text-sm text-text-muted mt-1">Financial overview</p>
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</div>
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<button
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onClick={fetchData}
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className="p-2 rounded-lg text-text-muted hover:text-text-primary hover:bg-surface-hover transition-colors"
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>
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<RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />
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</button>
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</div>
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{/* Bank accounts — grouped by currency */}
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{(['CRC', 'USD'] as const).map((currency) => {
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const accts = bankAccounts
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.filter((a) => a.currency === currency)
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.sort((a, b) => bankOrder.indexOf(a.bank) - bankOrder.indexOf(b.bank));
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if (accts.length === 0) return null;
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const total = accts.reduce((s, a) => s + a.balance, 0);
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return (
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<div key={currency} className="space-y-2">
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<h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">{currency} Accounts</h2>
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{accts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
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<TotalCard total={total} currency={currency} />
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</div>
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</div>
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);
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})}
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{/* Pension accounts */}
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{pensionAccounts.length > 0 && (
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<div className="space-y-2">
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<h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Pension</h2>
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{pensionAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
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<TotalCard
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total={pensionAccounts.reduce((s, a) => s + a.balance, 0)}
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currency="CRC"
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/>
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</div>
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</div>
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)}
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{/* Savings accounts */}
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{savingsAccounts.length > 0 && (
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<div className="space-y-2">
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<h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Savings</h2>
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{savingsAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
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<TotalCard
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total={savingsAccounts.reduce((s, a) => s + a.balance, 0)}
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currency="CRC"
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/>
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</div>
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</div>
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)}
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{/* Liabilities */}
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{liabilityAccounts.length > 0 && (
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<div className="space-y-2">
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<h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Liabilities</h2>
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{liabilityAccounts.map((account) => {
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const bankShort = account.bank === 'DAVIVIENDA' ? 'DAV' : account.bank;
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return (
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<div
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key={account.id}
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className="animate-fade-in bg-red-50 dark:bg-red-500/5 border border-red-200 dark:border-red-500/20 rounded-xl p-5 shadow-sm dark:shadow-none hover:bg-red-100/50 dark:hover:bg-red-500/10 transition-colors"
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>
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<div className="flex items-center justify-between mb-2">
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<span className="text-xs font-bold text-red-700 dark:text-red-400/80 uppercase tracking-wider">
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Balance
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</span>
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<span className="text-sm font-bold font-mono text-red-600 dark:text-red-400 bg-red-100 dark:bg-red-500/10 px-2.5 py-0.5 rounded">
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{bankShort}
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</span>
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</div>
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<p
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className="text-2xl font-bold font-mono tracking-tight text-red-700 dark:text-red-400 cursor-pointer group/balance"
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onClick={() => startEditing(account)}
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>
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{editingId === account.id ? (
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<span className="flex items-center gap-2">
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<input
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type="number"
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step="0.01"
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value={editValue}
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onChange={(e) => setEditValue(e.target.value)}
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onKeyDown={(e) => {
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if (e.key === 'Enter') saveBalance(account.id);
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if (e.key === 'Escape') cancelEditing();
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}}
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autoFocus
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className="w-full text-2xl font-bold font-mono tracking-tight bg-input-bg border border-red-500/40 rounded-lg px-2 py-1 focus:outline-none focus:border-red-500 transition-colors text-text-primary"
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onClick={(e) => e.stopPropagation()}
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/>
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<button onClick={(e) => { e.stopPropagation(); saveBalance(account.id); }} className="p-1 text-red-500">
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<Check className="w-4 h-4" />
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</button>
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<button onClick={(e) => { e.stopPropagation(); cancelEditing(); }} className="p-1 text-text-muted">
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<X className="w-4 h-4" />
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</button>
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</span>
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) : (
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formatAmount(account.balance, account.currency)
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)}
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</p>
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{account.next_payment != null && (
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<p className="text-sm font-mono text-red-600/70 dark:text-red-400/60 mt-2">
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Next payment: {formatAmount(account.next_payment, account.currency)}
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</p>
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)}
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</div>
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);
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})}
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</div>
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</div>
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)}
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{/* Crypto */}
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{cryptoAccounts.length > 0 && (
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<div className="space-y-2">
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<h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Crypto</h2>
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<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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{cryptoAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
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</div>
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</div>
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)}
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{/* Exchange rate + combined total */}
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{exchangeRate && (
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<div className="flex flex-col sm:flex-row gap-4">
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<div className="flex-1 bg-surface-card border border-border rounded-xl p-4">
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<span className="text-xs font-medium text-text-muted uppercase tracking-wider">USD/CRC Exchange Rate</span>
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<div className="flex items-baseline gap-3 mt-1">
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<span className="text-lg font-bold font-mono">Buy: ₡{exchangeRate.buy_rate.toFixed(2)}</span>
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<span className="text-lg font-bold font-mono text-text-secondary">Sell: ₡{exchangeRate.sell_rate.toFixed(2)}</span>
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</div>
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</div>
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{accounts.length > 0 && (
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<div className="flex-1 bg-gradient-to-br from-violet-500/10 to-[#606C38]/5 border border-violet-500/20 rounded-xl p-4">
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<span className="text-xs font-medium text-violet-600 dark:text-violet-400/80 uppercase tracking-wider">Combined Total (CRC)</span>
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<p className="text-2xl font-bold font-mono tracking-tight text-violet-600 dark:text-violet-400 mt-1">
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{formatAmount(bankCRC + bankUSD * exchangeRate.sell_rate, 'CRC')}
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</p>
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</div>
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)}
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</div>
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)}
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{/* Recent transactions */}
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<div className="bg-surface-card border border-border rounded-xl">
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<div className="flex items-center justify-between px-5 py-4 border-b border-border-subtle">
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<div className="flex items-center gap-2">
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<CreditCard className="w-4 h-4 text-text-muted" />
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<h2 className="font-semibold text-sm">Recent Charges</h2>
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</div>
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<Link
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to="/transactions"
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className="flex items-center gap-1 text-xs font-medium text-[#606C38] dark:text-[#7a8a4a] hover:text-[#4a5a2a] dark:hover:text-[#8a9462] transition-colors"
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>
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View all
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<ArrowRight className="w-3 h-3" />
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</Link>
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</div>
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{recent.length === 0 && !loading ? (
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<div className="px-5 py-12 text-center text-text-faint text-sm">No transactions yet. Add your first one!</div>
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) : (
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<div className="divide-y divide-border-subtle">
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{recent.map((tx) => (
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<div key={tx.id} className="flex items-center justify-between px-5 py-3.5 hover:bg-surface-hover transition-colors animate-fade-in">
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<div className="flex items-center gap-3 min-w-0">
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<div className={`w-8 h-8 rounded-lg flex items-center justify-center flex-shrink-0 ${
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tx.transaction_type === 'DEVOLUCION' ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]' : 'bg-red-500/10 text-red-500 dark:text-red-400'
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}`}>
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{tx.transaction_type === 'DEVOLUCION' ? <TrendingUp className="w-4 h-4" /> : <TrendingDown className="w-4 h-4" />}
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</div>
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<div className="min-w-0">
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<p className="text-sm font-medium truncate">{tx.merchant}</p>
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<p className="text-xs text-text-muted">
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{formatDate(tx.date)}
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{tx.category && <span className="ml-2 text-text-faint">{tx.category.name}</span>}
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</p>
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</div>
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</div>
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<span className={`font-mono text-sm font-medium flex-shrink-0 ml-4 ${
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tx.transaction_type === 'DEVOLUCION' ? 'text-[#606C38] dark:text-[#7a8a4a]' : ''
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}`}>
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{tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}{formatAmount(tx.amount, tx.currency)}
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</span>
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</div>
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))}
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</div>
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)}
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</div>
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</div>
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);
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}
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