feat: Schlagwörter je Kategorie + auf-/zuklappbares Kategorie-Dropdown

- Manuelle Schlagwörter je Kategorie (Popup mit Chips, Doppelklick zum Bearbeiten)
- Treffer über Empfänger ODER Verwendungszweck; längstes Schlagwort gewinnt;
  Kind-Filter (Ausgabe/Einnahme); wirken nur bei künftigen Importen
- Lernende Korrektur-Erkennung: ab 5 Anwendungen und >= 1/3 Korrekturen
  erscheint eine Prüf-Meldung in den Einstellungen (Behalten/Entfernen)
- Neue CategorySelect-Komponente (Baum + Suche, per Portal) ersetzt die
  nativen optgroup-Selects in Buchungen und Import-Prüfansicht
- Migration 0006 (source/applied_count/overridden_count/confirmed, match_field any)
- Endpunkte, i18n DE/EN, Tests (test_keywords: 7 neu, gesamt 27 grün)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Guido
2026-08-19 21:31:29 +02:00
co-authored by Claude Opus 4.8
parent f375fc5eaa
commit 37f64999cd
17 changed files with 1137 additions and 45 deletions
+134
View File
@@ -8,12 +8,141 @@ import IconChip from "../components/IconChip";
import Modal from "../components/Modal";
import IconPicker, { CATEGORY_ICONS } from "../components/IconPicker";
// Popup zum Pflegen der Schlagwörter einer Kategorie. Wörter werden beim Import
// gegen Empfänger/Verwendungszweck geprüft und ordnen Buchungen automatisch zu.
function KeywordModal({ category, onClose }) {
const { t } = useTranslation();
const toast = useToast();
const [words, setWords] = useState([]);
const [input, setInput] = useState("");
const [busy, setBusy] = useState(false);
const [editId, setEditId] = useState(null);
const [editVal, setEditVal] = useState("");
async function laden() {
try { setWords(await api.listKeywords(category.id)); }
catch (err) { toast(err.message, "error"); }
}
useEffect(() => { laden(); }, [category.id]);
async function hinzufuegen() {
const w = input.trim();
if (!w) return;
setBusy(true);
try {
await api.addKeyword(category.id, w);
setInput("");
await laden();
} catch (err) {
toast(err.message, "error");
} finally {
setBusy(false);
}
}
async function entfernen(id) {
try {
await api.deleteKeyword(id);
setWords((ws) => ws.filter((x) => x.id !== id));
} catch (err) {
toast(err.message, "error");
}
}
function starteBearbeiten(w) {
setEditId(w.id);
setEditVal(w.word);
}
function abbrechenBearbeiten() {
setEditId(null);
setEditVal("");
}
async function speichernBearbeiten(id) {
const val = editVal.trim();
const orig = words.find((x) => x.id === id);
if (!val || (orig && val === orig.word)) { abbrechenBearbeiten(); return; }
try {
await api.updateKeyword(id, val);
abbrechenBearbeiten();
await laden();
} catch (err) {
toast(err.message, "error");
abbrechenBearbeiten();
await laden();
}
}
return (
<Modal
title={t("categories.keywordsTitle", { name: category.name })}
onClose={onClose}
footer={<button className="btn primary" onClick={onClose}>{t("common.close")}</button>}
>
<p className="muted small" style={{ marginTop: 0 }}>{t("categories.keywordsHint")}</p>
<div className="kw-add">
{/* eslint-disable-next-line jsx-a11y/no-autofocus */}
<input
autoFocus
value={input}
placeholder={t("categories.keywordAdd")}
onChange={(e) => setInput(e.target.value)}
onKeyDown={(e) => { if (e.key === "Enter") { e.preventDefault(); hinzufuegen(); } }}
/>
<button className="btn" onClick={hinzufuegen} disabled={busy || !input.trim()}>
<Icon name="plus" size={15} />
</button>
</div>
{words.length === 0 ? (
<div className="muted small">{t("categories.keywordEmpty")}</div>
) : (
<>
<div className="kw-chips">
{words.map((w) =>
editId === w.id ? (
<span className="kw-chip editing" key={w.id}>
{/* eslint-disable-next-line jsx-a11y/no-autofocus */}
<input
autoFocus
value={editVal}
onFocus={(e) => e.target.select()}
onChange={(e) => setEditVal(e.target.value)}
onKeyDown={(e) => {
if (e.key === "Enter") { e.preventDefault(); speichernBearbeiten(w.id); }
else if (e.key === "Escape") { e.preventDefault(); abbrechenBearbeiten(); }
}}
onBlur={() => speichernBearbeiten(w.id)}
/>
</span>
) : (
<span
className="kw-chip"
key={w.id}
title={t("categories.keywordEditHint")}
onDoubleClick={() => starteBearbeiten(w)}
>
{w.word}
<button type="button" title={t("common.delete")} onClick={() => entfernen(w.id)}>
<Icon name="close" size={13} />
</button>
</span>
)
)}
</div>
<p className="muted small" style={{ marginTop: "var(--sp-2)", marginBottom: 0 }}>
{t("categories.keywordEditHint")}
</p>
</>
)}
</Modal>
);
}
export default function Categories() {
const { t } = useTranslation();
const confirm = useConfirm();
const toast = useToast();
const [groups, setGroups] = useState([]);
const [modal, setModal] = useState(null); // {type:'group'|'category', editing, groupId, form}
const [keywordCat, setKeywordCat] = useState(null); // Kategorie fürs Schlagwort-Popup
async function laden() {
try {
@@ -103,6 +232,9 @@ export default function Categories() {
<div className="cat-row" key={c.id}>
<IconChip name={c.icon} color={c.color} size={28} />
<span className="grow">{c.name}</span>
<button className="btn sm ghost" title={t("categories.keywordsBtn")} onClick={() => setKeywordCat(c)}>
<Icon name="tags" size={14} />
</button>
<button className="btn sm ghost" title={t("common.edit")} onClick={() => openCategory(g.id, c)}>
<Icon name="edit" size={14} />
</button>
@@ -164,6 +296,8 @@ export default function Categories() {
</form>
</Modal>
)}
{keywordCat && <KeywordModal category={keywordCat} onClose={() => setKeywordCat(null)} />}
</div>
);
}
+10 -8
View File
@@ -5,6 +5,7 @@ import { useSettings } from "../settings";
import { useConfirm } from "../confirm";
import { useToast } from "../toast";
import Icon from "../components/Icon";
import CategorySelect from "../components/CategorySelect";
import { formatMoney } from "../format";
const DATE_FORMATS = [
@@ -421,14 +422,15 @@ export default function Import() {
{accounts.filter((a) => a.id !== Number(accountId)).map((a) => <option key={a.id} value={a.id}>{a.name}</option>)}
</select>
) : (
<select value={r.category_id || ""} onChange={(e) => updateRow(idx, { category_id: e.target.value ? Number(e.target.value) : null })} style={{ minWidth: 150 }}>
<option value="">{t("transactions.uncategorized")}</option>
{(r.type === "income" ? incomeGroups : expenseGroups).map((g) => (
<optgroup key={g.id} label={g.name}>
{g.categories.map((c) => <option key={c.id} value={c.id}>{c.name}</option>)}
</optgroup>
))}
</select>
<CategorySelect
groups={r.type === "income" ? incomeGroups : expenseGroups}
value={r.category_id || ""}
onChange={(id) => updateRow(idx, { category_id: id != null ? Number(id) : null })}
allowNone
noneLabel={t("transactions.uncategorized")}
placeholder={t("transactions.uncategorized")}
minWidth={180}
/>
)}
</td>
</tr>
+41
View File
@@ -1,3 +1,4 @@
import { useEffect, useState } from "react";
import { useTranslation } from "react-i18next";
import { useSettings } from "../settings";
import { useAuth } from "../auth";
@@ -10,6 +11,22 @@ export default function Settings() {
const s = useSettings();
const { isAdmin } = useAuth();
const toast = useToast();
const [flagged, setFlagged] = useState([]);
async function ladenFlagged() {
try { setFlagged(await api.flaggedKeywords()); }
catch { /* still ignorieren – nicht kritisch für die Einstellungen */ }
}
useEffect(() => { ladenFlagged(); }, []);
async function keywordBehalten(id) {
try { await api.confirmKeyword(id); setFlagged((f) => f.filter((x) => x.id !== id)); }
catch (err) { toast(err.message, "error"); }
}
async function keywordEntfernen(id) {
try { await api.deleteKeyword(id); setFlagged((f) => f.filter((x) => x.id !== id)); }
catch (err) { toast(err.message, "error"); }
}
async function set(key, value) {
try {
@@ -32,6 +49,30 @@ export default function Settings() {
<div>
<h1>{t("settings.title")}</h1>
{flagged.length > 0 && (
<div className="card" style={{ maxWidth: 520, marginBottom: "var(--sp-4)", borderColor: "var(--danger)" }}>
<h2 style={{ display: "flex", alignItems: "center", gap: "var(--sp-2)", marginTop: 0 }}>
<Icon name="alert" size={18} /> {t("settings.keywordReview")}
</h2>
<p className="muted small">{t("settings.keywordReviewHint")}</p>
{flagged.map((f) => (
<div className="kw-flag" key={f.id}>
<div className="kw-flag-main">
<div className="ellipsis">
<span className="kw-flag-word">{f.word}</span>
<Icon name="chevron-right" size={12} /> {f.category_name}
</div>
<div className="muted small">
{t("settings.keywordCorrected", { overridden: f.overridden_count, applied: f.applied_count })}
</div>
</div>
<button className="btn sm" onClick={() => keywordBehalten(f.id)}>{t("settings.keep")}</button>
<button className="btn sm danger" onClick={() => keywordEntfernen(f.id)}>{t("settings.remove")}</button>
</div>
))}
</div>
)}
<div className="card" style={{ maxWidth: 520 }}>
<label>
<span>{t("settings.baseCurrency")}</span>
+15 -15
View File
@@ -8,6 +8,7 @@ import Icon from "../components/Icon";
import IconChip from "../components/IconChip";
import Money from "../components/Money";
import Modal from "../components/Modal";
import CategorySelect from "../components/CategorySelect";
import { centsToInput, parseAmountToCents, todayIso } from "../format";
const TYPES = ["expense", "income", "transfer"];
@@ -321,14 +322,14 @@ export default function Transactions() {
) : (
<label>
<span>{t("transactions.category")}</span>
<select value={form.category_id} onChange={(e) => setForm({ ...form, category_id: e.target.value })}>
<option value="">{t("transactions.uncategorized")}</option>
{catOptions.map((g) => (
<optgroup key={g.id} label={g.name}>
{g.categories.map((c) => <option key={c.id} value={c.id}>{c.name}</option>)}
</optgroup>
))}
</select>
<CategorySelect
groups={catOptions}
value={form.category_id}
onChange={(id) => setForm({ ...form, category_id: id != null ? String(id) : "" })}
allowNone
noneLabel={t("transactions.uncategorized")}
placeholder={t("transactions.uncategorized")}
/>
</label>
)}
@@ -357,13 +358,12 @@ export default function Transactions() {
{form.budget_as_expense && (
<label>
<span>{t("transactions.budgetCategory")}</span>
<select value={form.budget_category_id} onChange={(e) => setForm({ ...form, budget_category_id: e.target.value })}>
{expenseGroups.map((g) => (
<optgroup key={g.id} label={g.name}>
{g.categories.map((c) => <option key={c.id} value={c.id}>{c.name}</option>)}
</optgroup>
))}
</select>
<CategorySelect
groups={expenseGroups}
value={form.budget_category_id}
onChange={(id) => setForm({ ...form, budget_category_id: id != null ? String(id) : "" })}
placeholder={t("transactions.budgetCategory")}
/>
</label>
)}
</div>