Commit graph

3 commits

Author SHA1 Message Date
le king fu
50b119121f fix(balance): atomic snapshot save with BEGIN/COMMIT + cleanup migration
useSnapshotEditor.save now validates all simple/priced lines in-memory
before any DB write, then delegates to a new saveSnapshotAtomic helper
that wraps INSERT snapshot + INSERT lines in an explicit BEGIN/COMMIT
transaction (ROLLBACK on catch). Pattern matches categorizationService.

Migration v11 cleans existing orphan snapshots in profiles that hit the
old race; new orphans are no longer possible thanks to the transaction.

Resolves #176
2026-05-01 07:33:44 -04:00
le king fu
6288a3fe23 feat(balance): support priced kind in AccountForm + SnapshotLineRow
- AccountForm now exposes a 'category' variant with a kind selector
  (simple | priced); the legacy 'account' variant is unchanged
  modulo the new symbol-required-for-priced UI guard.
- SnapshotLineRow dispatches on account.category_kind:
  * simple variant unchanged from #146
  * priced variant: quantity + unit_price inputs + read-only
    computed value rendered live (qty × price, 2 decimals) +
    [Manuel] attribution tag
- useSnapshotEditor extends state with pricedValues map, exposes
  setLineQuantity / setLineUnitPrice handlers, prefill copies
  quantity but leaves unit_price blank (per spec-decisions row),
  save() builds mixed simple+priced batches.
- SnapshotEditor + SnapshotEditPage thread the new priced state.
- Total line at the top of SnapshotEditPage now sums simple + priced
  contributions live as the user types.

Refs #140

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 15:01:38 -04:00
le king fu
fdc6cc6c38 feat(balance): add useSnapshotEditor hook + SnapshotEditPage + components
New scoped useReducer hook covering the full single-snapshot lifecycle —
LOAD_FOR_DATE / SET_LINE_VALUE / SAVE / DELETE / PREFILL_FROM_PREVIOUS /
RESET — with the following semantics:
- 'new' mode (?date= absent or no snapshot at that date) creates the row
  at save time only, so abandoning the form does not leave an empty
  snapshot behind;
- 'edit' mode loads existing lines + prefills the values map;
- prefillFromPrevious copies simple-kind values from the most recent
  earlier snapshot (priced branch is a no-op + TODO Issue #140);
- save() flips 'new' -> 'edit' on success and updates the URL ?date=
  so refresh keeps the user in edit mode;
- snapshotDate is immutable in edit mode (UI guard, matches spec).

New SnapshotEditPage at /balance/snapshot:
- date picker (native input type=date — matches the AdjustmentForm /
  TransactionFilterBar / PeriodSelector pattern, no new dep)
- per-category groups of accounts with one value field each
- prefill button (disabled when no earlier snapshot exists, with
  tooltip explaining why)
- delete button with double-confirmation modal that requires retyping
  the snapshot date before the destructive action enables.

New SnapshotEditor (groups by category sort_order) and SnapshotLineRow
(simple variant — single value field per account) components.

Route /balance/snapshot wired in App.tsx.

Refs #146

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 14:49:33 -04:00