GuidoandClaude Opus 5
6ed91ddd58
Eine verknuepfte Buchung gehoert zu einem Uebertrag und zaehlt in keiner Auswertung. Trotzdem stand sie unter "Zu erledigen" und wurde in der Buchungsliste nach einer Kategorie gefragt – Arbeit, die nichts bewirkt, und ein falsches Signal: Sie sah aus, als fehle noch etwas. Der Filter fuer offene Buchungen laesst verknuepfte jetzt aus, und in der Buchungsliste steht bei ihnen ein Strich statt der Auswahl – so wie bei einem echten Uebertrag. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
578 lines
23 KiB
React
578 lines
23 KiB
React
import { useEffect, useMemo, useState } from "react";
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import { useTranslation } from "react-i18next";
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import { api } from "../api";
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import { useSettings } from "../settings";
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import { useConfirm } from "../confirm";
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import { useToast } from "../toast";
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import Icon from "../components/Icon";
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import IconChip from "../components/IconChip";
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import Money from "../components/Money";
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import Modal from "../components/Modal";
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import AccountSelect from "../components/AccountSelect";
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import CategorySelect from "../components/CategorySelect";
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import UebertragDialog from "../components/UebertragDialog";
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import DataTable from "../components/DataTable";
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import { gruppenFuer } from "../kategorien";
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import { centsToInput, parseAmountToCents, todayIso } from "../format";
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const TYPES = ["expense", "income", "transfer"];
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const SAVINGS_TYPES = ["sparkonto", "depot"];
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function emptyForm() {
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return {
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type: "expense",
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date: todayIso(),
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account_id: "",
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to_account_id: "",
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category_id: "",
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amount: "",
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to_amount: "",
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payee: "",
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description: "",
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budget_as_expense: true,
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budget_category_id: "",
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};
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}
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export default function Transactions() {
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const { t } = useTranslation();
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const { baseCurrency, formatDate } = useSettings();
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const confirm = useConfirm();
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const toast = useToast();
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const [txns, setTxns] = useState([]);
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// Je Buchungs-ID die Gegenseite, falls sie Teil eines Übertrags ist.
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const [links, setLinks] = useState({});
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// Und je Buchungs-ID die Gegenseite, die es sein KÖNNTE – noch unbestätigt.
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const [vorschlag, setVorschlag] = useState({});
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// Buchung, die gerade zum Übertrag gemacht wird.
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const [uebertrag, setUebertrag] = useState(null);
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const [accounts, setAccounts] = useState([]);
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const [groups, setGroups] = useState([]);
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const [filter, setFilter] = useState({ account_id: "", type: "" });
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const [form, setForm] = useState(null);
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const [editing, setEditing] = useState(null);
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const [busy, setBusy] = useState(false);
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const accountById = useMemo(() => Object.fromEntries(accounts.map((a) => [a.id, a])), [accounts]);
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const categoryById = useMemo(() => {
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const m = {};
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for (const g of groups) for (const c of g.categories) m[c.id] = c;
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return m;
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}, [groups]);
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async function ladenStamm() {
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try {
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const [accs, cats] = await Promise.all([api.listAccounts(), api.listCategories()]);
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setAccounts(accs);
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setGroups(cats);
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} catch (err) {
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toast(err.message, "error");
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}
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}
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async function ladenBuchungen() {
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try {
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// Verknüpfungen getrennt: Sie sind eine Schicht über den Buchungen,
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// kein Feld an ihnen – deshalb auch ein eigener Abruf.
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const [liste, verkn, vorschlaege] = await Promise.all([
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api.listTransactions({ account_id: filter.account_id, type: filter.type }),
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api.transactionLinks().catch(() => ({})),
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// Nur fragen, nichts tun: Beim Anschauen der Liste darf nichts
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// verknüpft werden.
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api.transferSuggestions().catch(() => ({ vorschlaege: [] })),
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]);
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setTxns(liste);
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setLinks(verkn);
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const paare = {};
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for (const v of vorschlaege.vorschlaege || []) {
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paare[v.a.id] = v.b;
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paare[v.b.id] = v.a;
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}
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setVorschlag(paare);
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} catch (err) {
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toast(err.message, "error");
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}
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}
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async function kategorieSetzen(tx, categoryId) {
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if (categoryId == null) return;
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try {
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const neu = await api.updateTransaction(tx.id, { category_id: Number(categoryId) });
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// In der Liste ersetzen statt alles neu zu laden: Die Zeile ändert sich
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// sofort, und die Bildlaufposition bleibt, wo sie war.
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setTxns((r) => r.map((x) => (x.id === tx.id ? neu : x)));
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} catch (err) {
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toast(err.message, "error");
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}
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}
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async function verbinden(tx) {
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const gegen = vorschlag[tx.id];
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if (!gegen) return;
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try {
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await api.connectTransfer(tx.id, gegen.id);
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ladenBuchungen();
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} catch (err) {
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toast(err.message, "error");
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}
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}
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async function nichtVerbinden(tx) {
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const gegen = vorschlag[tx.id];
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if (!gegen) return;
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try {
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// Ablehnen wird gemerkt, sonst fragt Certain bei jedem Laden erneut.
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await api.ignoreTransfer(tx.id, gegen.id);
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ladenBuchungen();
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} catch (err) {
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toast(err.message, "error");
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}
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}
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async function loesen(tx) {
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const link = links[String(tx.id)];
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if (!link) return;
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if (!(await confirm({
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title: t("transfers.release"),
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message: t("transfers.releaseConfirm"),
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confirmLabel: t("transfers.release"),
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}))) return;
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try {
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await api.releaseTransfer(link.link_id);
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ladenBuchungen();
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} catch (err) {
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toast(err.message, "error");
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}
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}
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useEffect(() => { ladenStamm(); }, []);
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useEffect(() => { ladenBuchungen(); }, [filter.account_id, filter.type]);
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const fromAcc = form && accountById[Number(form.account_id)];
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const toAcc = form && accountById[Number(form.to_account_id)];
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const crossCurrency = form?.type === "transfer" && fromAcc && toAcc && fromAcc.currency !== toAcc.currency;
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const savingsDest = form?.type === "transfer" && toAcc && SAVINGS_TYPES.includes(toAcc.type);
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// Standard-Kategorie für budgetierte Sparen-Transfers (falls vorhanden).
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const expenseGroups = useMemo(() => gruppenFuer(groups, "expense"), [groups]);
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const incomeGroups = useMemo(() => gruppenFuer(groups, "income"), [groups]);
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const sparenCatId = useMemo(() => {
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for (const g of expenseGroups)
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for (const c of g.categories) if (c.name === "Sparen & Investments") return String(c.id);
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return expenseGroups[0]?.categories?.[0] ? String(expenseGroups[0].categories[0].id) : "";
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}, [expenseGroups]);
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// Bei Spar-/Depot-Ziel eine Budget-Kategorie vorbelegen.
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useEffect(() => {
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if (savingsDest && form && !form.budget_category_id) {
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setForm((f) => (f && !f.budget_category_id ? { ...f, budget_category_id: sparenCatId } : f));
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}
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}, [savingsDest, sparenCatId]);
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// Bei währungsübergreifenden Transfers den Zielbetrag per EZB-Kurs vorschlagen.
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useEffect(() => {
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if (!crossCurrency) return;
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const cents = parseAmountToCents(form.amount);
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if (!cents || form.to_amount) return;
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let abbruch = false;
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api.convertRate(cents, fromAcc.currency, toAcc.currency, form.date)
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.then((r) => {
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if (!abbruch && r.converted_cents != null) {
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setForm((f) => (f && !f.to_amount ? { ...f, to_amount: centsToInput(r.converted_cents) } : f));
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}
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})
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.catch(() => {});
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return () => { abbruch = true; };
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}, [crossCurrency, form?.amount, form?.account_id, form?.to_account_id, form?.date]);
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function openNew() {
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setEditing(null);
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setForm({ ...emptyForm(), account_id: accounts[0]?.id ? String(accounts[0].id) : "" });
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}
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function openEdit(tx) {
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setEditing(tx);
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setForm({
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type: tx.type,
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date: tx.date,
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account_id: String(tx.account_id),
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to_account_id: tx.to_account_id ? String(tx.to_account_id) : "",
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category_id: tx.category_id ? String(tx.category_id) : "",
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amount: centsToInput(tx.amount_cents),
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to_amount: tx.to_amount_cents ? centsToInput(tx.to_amount_cents) : "",
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payee: tx.payee || "",
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description: tx.description || "",
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budget_as_expense: tx.budget_treatment !== "neutral",
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budget_category_id: tx.budget_category_id ? String(tx.budget_category_id) : "",
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});
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}
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const catOptions = useMemo(() => {
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if (!form) return [];
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const kind = form.type === "income" ? "income" : "expense";
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return gruppenFuer(groups, kind);
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}, [form, groups]);
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async function speichern(e) {
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e.preventDefault();
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const cents = parseAmountToCents(form.amount);
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if (!cents || cents <= 0) { toast(t("transactions.amountRequired"), "error"); return; }
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if (!form.account_id) { toast(t("transactions.accountRequired"), "error"); return; }
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setBusy(true);
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const body = {
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type: form.type,
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date: form.date,
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account_id: Number(form.account_id),
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amount_cents: cents,
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payee: form.payee.trim() || null,
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description: form.description.trim() || null,
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};
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if (form.type === "transfer") {
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body.to_account_id = Number(form.to_account_id);
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const toCents = parseAmountToCents(form.to_amount);
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if (toCents) body.to_amount_cents = toCents;
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if (savingsDest) {
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body.budget_treatment = form.budget_as_expense ? "budgeted" : "neutral";
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body.budget_category_id =
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form.budget_as_expense && form.budget_category_id ? Number(form.budget_category_id) : null;
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}
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} else {
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body.category_id = form.category_id ? Number(form.category_id) : null;
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}
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try {
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if (editing) await api.updateTransaction(editing.id, body);
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else await api.createTransaction(body);
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setForm(null);
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toast(t("settings.saved"));
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ladenBuchungen();
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} catch (err) {
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toast(err.message, "error");
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} finally {
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setBusy(false);
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}
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}
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async function loeschen(tx) {
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if (!(await confirm({ title: t("common.delete"), message: t("transactions.deleteConfirm"), danger: true, confirmLabel: t("common.delete") }))) return;
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try { await api.deleteTransaction(tx.id); ladenBuchungen(); } catch (err) { toast(err.message, "error"); }
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}
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function rowLabel(tx) {
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if (tx.type === "transfer") {
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const from = accountById[tx.account_id]?.name || "?";
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const to = accountById[tx.to_account_id]?.name || "?";
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return { icon: "arrow-left-right", color: "#6b7480", title: `${from} → ${to}`, sub: tx.description || t("transactions.transfer") };
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}
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// Oben steht, WOFÜR die Zahlung war – danach sucht man in der Liste.
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// Die Kategorie ist die Einordnung und steht klein darunter; das Symbol
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// trägt sie ohnehin schon.
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const cat = tx.category_id ? categoryById[tx.category_id] : null;
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const zweck = tx.payee || tx.description;
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return {
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icon: cat?.icon || "more-horizontal",
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color: cat?.color || "#6b7480",
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title: zweck || cat?.name || t("transactions.uncategorized"),
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// Der Verwendungszweck, falls er neben dem Empfänger noch etwas sagt.
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// Die Kategorie steht in ihrer eigenen Spalte.
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sub: tx.payee && tx.description && tx.description !== tx.payee
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? tx.description : "",
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};
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}
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const txnColumns = useMemo(() => [
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{
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key: "date", header: t("transactions.date"), width: 100,
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sortValue: (tx) => tx.date,
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render: (tx) => <span className="nowrap">{formatDate(tx.date)}</span>,
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},
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{
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// Wofür die Zahlung war – danach sucht man in der Liste.
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key: "text", header: t("transactions.subject"), grow: true, min: 190,
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filterText: (tx) => rowLabel(tx).title,
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sortValue: (tx) => rowLabel(tx).title,
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render: (tx) => {
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const l = rowLabel(tx);
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return (
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<div className="named">
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<IconChip name={l.icon} color={l.color} size={26} />
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<div className="named-text">
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{/* Herkunft NEBEN dem Titel, nicht darunter: Die zweite Zeile
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gehört dem Verwendungszweck, und alles Neue dorthin zu
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stapeln macht die Zeilen hoch und den Blick eng. */}
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<div className="titelzeile">
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<span className="ellipsis">{l.title}</span>
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<span className="badge herkunft">{t(`todo.from.${tx.herkunft}`, {
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defaultValue: tx.herkunft,
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})}</span>
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</div>
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{l.sub && <div className="named-sub ellipsis">{l.sub}</div>}
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{/* Verknüpft heisst: zählt nicht als Ausgabe oder Einnahme.
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Ohne das Gegenkonto sagt „Übertrag" nichts. */}
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{links[String(tx.id)] && (
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<div className="named-sub ellipsis uebertrag-marke">
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<Icon name="arrow-left-right" size={12} />{" "}
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{accountById[links[String(tx.id)].other_account_id]?.name
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|| t("transfers.linked")}
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</div>
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)}
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{/* Nachträglich erkannt: Auf einem anderen Konto steht der
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gleiche Betrag am selben Tag in die andere Richtung. Fragen
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statt tun – und die Antwort merken. */}
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{!links[String(tx.id)] && vorschlag[tx.id] && (
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<div className="uebertrag-frage">
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<Icon name="arrow-left-right" size={12} />
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<span className="ellipsis">
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{t("transfers.question", {
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konto: accountById[vorschlag[tx.id].account_id]?.name || "?",
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})}
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</span>
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<button type="button" className="btn sm"
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onClick={() => verbinden(tx)}>
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{t("transfers.connect")}
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</button>
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<button type="button" className="btn sm ghost"
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onClick={() => nichtVerbinden(tx)}>
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{t("transfers.ignore")}
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</button>
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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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},
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{
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// Eigene Spalte, damit die Auswahl in der Zeile steht und nicht unter dem
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// Text – gestapelt wurden die Zeilen hoch und die Spalte ausgefranst.
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key: "category", header: t("transactions.category"), width: 170,
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filterText: (tx) => (tx.category_id ? categoryById[tx.category_id]?.name : "") || "",
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sortValue: (tx) => (tx.category_id ? categoryById[tx.category_id]?.name : "") || "",
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render: (tx) => (
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// Ein Übertrag bekommt keine Kategorie – er ordnet kein Geld ein. Eine
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// VERKNÜPFTE Buchung ebenso wenig: Sie gehört zu einem Übertrag und
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// zählt in keiner Auswertung, eine Kategorie bewirkt dort nichts.
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tx.type === "transfer" || links[String(tx.id)] ? (
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<span className="muted">—</span>
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) : (
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<CategorySelect
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groups={tx.type === "income" ? incomeGroups : expenseGroups}
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value={tx.category_id}
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onChange={(id) => kategorieSetzen(tx, id)}
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placeholder={t("transactions.uncategorized")}
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/>
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)
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),
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},
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{
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key: "account", header: t("transactions.account"), width: 130,
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filterText: (tx) => accountById[tx.account_id]?.name || "",
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render: (tx) => accountById[tx.account_id]?.name || "",
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},
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{
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key: "amount", header: t("transactions.amount"), align: "num", width: 140,
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sortValue: (tx) => tx.amount_base_cents,
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render: (tx) => {
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const acc = accountById[tx.account_id];
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const sign = tx.type === "income" ? "pos" : tx.type === "expense" ? "neg" : null;
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return (
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<Money cents={tx.amount_cents} currency={acc?.currency || "EUR"}
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baseCents={tx.amount_base_cents} baseCurrency={baseCurrency} sign={sign} />
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);
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},
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},
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{
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key: "actions", header: "", width: 118, fixed: true,
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render: (tx) => (
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<div className="nowrap" style={{ textAlign: "right" }}>
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<button className="btn sm ghost" title={t("common.edit")} onClick={() => openEdit(tx)}>
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<Icon name="edit" size={14} />
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</button>
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{/* Verknüpft: die beiden Seiten wieder trennen. Sonst, wenn es
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überhaupt einer werden kann: zum Übertrag machen. Beides zugleich
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gibt es nie – eine verknüpfte Buchung IST schon ein Paar. */}
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{links[String(tx.id)] ? (
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<button className="btn sm ghost" title={t("transfers.release")}
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onClick={() => loesen(tx)}>
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<Icon name="arrow-left-right" size={14} />
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</button>
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) : tx.type !== "transfer" ? (
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<button className="btn sm ghost" title={t("inbox.asTransfer")}
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onClick={() => setUebertrag({
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art: "buchung", id: tx.id, kontoId: tx.account_id,
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betrag: tx.type === "income" ? tx.amount_cents : -tx.amount_cents,
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waehrung: accountById[tx.account_id]?.currency,
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text: tx.payee || tx.description, datum: tx.date,
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})}>
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<Icon name="arrow-left-right" size={14} />
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</button>
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) : null}
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<button className="btn sm danger" title={t("common.delete")} onClick={() => loeschen(tx)}>
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<Icon name="trash" size={14} />
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</button>
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</div>
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),
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},
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// eslint-disable-next-line react-hooks/exhaustive-deps
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], [accountById, categoryById, baseCurrency, expenseGroups, incomeGroups,
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formatDate, links, vorschlag, t]);
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return (
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<div>
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<div className="page-head">
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<h1>{t("transactions.title")}</h1>
|
||
<button className="btn primary" onClick={openNew} disabled={accounts.length === 0}>
|
||
<Icon name="plus" size={16} /> {t("transactions.new")}
|
||
</button>
|
||
</div>
|
||
|
||
{accounts.length === 0 ? (
|
||
<div className="card"><div className="empty-state">{t("transactions.needAccount")}</div></div>
|
||
) : (
|
||
<>
|
||
<div className="card filter-bar">
|
||
<AccountSelect accounts={accounts} value={filter.account_id} allowNone
|
||
noneLabel={t("transactions.allAccounts")}
|
||
placeholder={t("transactions.allAccounts")} showCurrency={false}
|
||
minWidth={190}
|
||
onChange={(id) => setFilter({ ...filter, account_id: id != null ? String(id) : "" })} />
|
||
<select value={filter.type} onChange={(e) => setFilter({ ...filter, type: e.target.value })}>
|
||
<option value="">{t("transactions.allTypes")}</option>
|
||
<option value="expense">{t("transactions.expense")}</option>
|
||
<option value="income">{t("transactions.income")}</option>
|
||
<option value="transfer">{t("transactions.transfer")}</option>
|
||
</select>
|
||
</div>
|
||
|
||
<div className="card">
|
||
<DataTable
|
||
id="transactions-v2"
|
||
rows={txns}
|
||
getRowKey={(tx) => tx.id}
|
||
empty={t("transactions.empty")}
|
||
columns={txnColumns}
|
||
/>
|
||
</div>
|
||
</>
|
||
)}
|
||
|
||
{uebertrag && (
|
||
<UebertragDialog
|
||
vorgang={uebertrag}
|
||
accounts={accounts}
|
||
accountById={accountById}
|
||
baseCurrency={baseCurrency}
|
||
onClose={() => setUebertrag(null)}
|
||
onFertig={ladenBuchungen}
|
||
/>
|
||
)}
|
||
|
||
{form && (
|
||
<Modal
|
||
title={editing ? t("transactions.edit") : t("transactions.new")}
|
||
onClose={() => setForm(null)}
|
||
footer={
|
||
<>
|
||
<button className="btn" onClick={() => setForm(null)}>{t("common.cancel")}</button>
|
||
<button className="btn primary" form="txn-form" type="submit" disabled={busy}>{t("common.save")}</button>
|
||
</>
|
||
}
|
||
>
|
||
<form id="txn-form" onSubmit={speichern}>
|
||
<div className="seg">
|
||
{TYPES.map((tp) => (
|
||
<button key={tp} type="button"
|
||
className={`seg-btn${form.type === tp ? " active" : ""}`}
|
||
onClick={() => setForm({ ...form, type: tp, category_id: "", to_account_id: "", to_amount: "" })}>
|
||
{t(`transactions.${tp}`)}
|
||
</button>
|
||
))}
|
||
</div>
|
||
|
||
<div className="row">
|
||
<label className="grow">
|
||
<span>{form.type === "transfer" ? t("transactions.fromAccount") : t("transactions.account")}</span>
|
||
<AccountSelect accounts={accounts} value={form.account_id}
|
||
onChange={(id) => setForm({ ...form, account_id: id != null ? String(id) : "" })} />
|
||
</label>
|
||
<label style={{ minWidth: 150 }}>
|
||
<span>{t("transactions.date")}</span>
|
||
<input type="date" value={form.date} onChange={(e) => setForm({ ...form, date: e.target.value })} required />
|
||
</label>
|
||
</div>
|
||
|
||
{form.type === "transfer" ? (
|
||
<label>
|
||
<span>{t("transactions.toAccount")}</span>
|
||
<AccountSelect
|
||
accounts={accounts.filter((a) => String(a.id) !== form.account_id)}
|
||
value={form.to_account_id}
|
||
onChange={(id) => setForm({ ...form, to_account_id: id != null ? String(id) : "" })} />
|
||
</label>
|
||
) : (
|
||
<label>
|
||
<span>{t("transactions.category")}</span>
|
||
<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>
|
||
)}
|
||
|
||
<div className="row">
|
||
<label className="grow">
|
||
<span>{t("transactions.amount")} {fromAcc ? `(${fromAcc.currency})` : ""}</span>
|
||
<input inputMode="decimal" value={form.amount} placeholder="0,00"
|
||
onChange={(e) => setForm({ ...form, amount: e.target.value })} required />
|
||
</label>
|
||
{crossCurrency && (
|
||
<label className="grow">
|
||
<span>{t("transactions.toAmount")} ({toAcc.currency})</span>
|
||
<input inputMode="decimal" value={form.to_amount} placeholder="0,00"
|
||
onChange={(e) => setForm({ ...form, to_amount: e.target.value })} />
|
||
</label>
|
||
)}
|
||
</div>
|
||
|
||
{savingsDest && (
|
||
<div className="savings-opt">
|
||
<label className="checkline">
|
||
<input type="checkbox" checked={form.budget_as_expense}
|
||
onChange={(e) => setForm({ ...form, budget_as_expense: e.target.checked })} />
|
||
<span>{t("transactions.budgetAsSavings")}</span>
|
||
</label>
|
||
{form.budget_as_expense && (
|
||
<label>
|
||
<span>{t("transactions.budgetCategory")}</span>
|
||
<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>
|
||
)}
|
||
|
||
{form.type !== "transfer" && (
|
||
<div className="row">
|
||
<label className="grow">
|
||
<span>{t("transactions.payee")}</span>
|
||
<input value={form.payee} onChange={(e) => setForm({ ...form, payee: e.target.value })} />
|
||
</label>
|
||
</div>
|
||
)}
|
||
<label>
|
||
<span>{t("transactions.description")}</span>
|
||
<input value={form.description} onChange={(e) => setForm({ ...form, description: e.target.value })} />
|
||
</label>
|
||
</form>
|
||
</Modal>
|
||
)}
|
||
</div>
|
||
);
|
||
}
|