Adds a "year" period (Jan 1 to today) between "6 months" and "12 months" in the period selector across all reports and dashboard views. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
162 lines
5 KiB
TypeScript
162 lines
5 KiB
TypeScript
import { useReducer, useCallback, useEffect, useRef } from "react";
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import type {
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DashboardPeriod,
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DashboardSummary,
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CategoryBreakdownItem,
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RecentTransaction,
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} from "../shared/types";
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import {
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getDashboardSummary,
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getExpensesByCategory,
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getRecentTransactions,
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} from "../services/dashboardService";
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interface DashboardState {
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summary: DashboardSummary;
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categoryBreakdown: CategoryBreakdownItem[];
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recentTransactions: RecentTransaction[];
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period: DashboardPeriod;
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customDateFrom: string;
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customDateTo: string;
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isLoading: boolean;
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error: string | null;
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}
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type DashboardAction =
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| { type: "SET_LOADING"; payload: boolean }
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| { type: "SET_ERROR"; payload: string | null }
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| {
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type: "SET_DATA";
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payload: {
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summary: DashboardSummary;
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categoryBreakdown: CategoryBreakdownItem[];
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recentTransactions: RecentTransaction[];
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};
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}
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| { type: "SET_PERIOD"; payload: DashboardPeriod }
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| { type: "SET_CUSTOM_DATES"; payload: { dateFrom: string; dateTo: string } };
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const now = new Date();
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const todayStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
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const monthStartStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-01`;
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const initialState: DashboardState = {
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summary: { totalCount: 0, totalAmount: 0, incomeTotal: 0, expenseTotal: 0 },
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categoryBreakdown: [],
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recentTransactions: [],
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period: "month",
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customDateFrom: monthStartStr,
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customDateTo: todayStr,
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isLoading: false,
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error: null,
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};
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function reducer(state: DashboardState, action: DashboardAction): DashboardState {
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switch (action.type) {
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case "SET_LOADING":
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return { ...state, isLoading: action.payload };
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case "SET_ERROR":
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return { ...state, error: action.payload, isLoading: false };
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case "SET_DATA":
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return {
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...state,
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summary: action.payload.summary,
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categoryBreakdown: action.payload.categoryBreakdown,
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recentTransactions: action.payload.recentTransactions,
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isLoading: false,
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};
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case "SET_PERIOD":
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return { ...state, period: action.payload };
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case "SET_CUSTOM_DATES":
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return { ...state, period: "custom" as DashboardPeriod, customDateFrom: action.payload.dateFrom, customDateTo: action.payload.dateTo };
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default:
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return state;
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}
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}
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function computeDateRange(
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period: DashboardPeriod,
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customDateFrom?: string,
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customDateTo?: string,
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): { dateFrom?: string; dateTo?: string } {
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if (period === "all") return {};
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if (period === "custom" && customDateFrom && customDateTo) {
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return { dateFrom: customDateFrom, dateTo: customDateTo };
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}
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const now = new Date();
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const year = now.getFullYear();
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const month = now.getMonth();
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const day = now.getDate();
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const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
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let from: Date;
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switch (period) {
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case "month":
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from = new Date(year, month, 1);
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break;
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case "3months":
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from = new Date(year, month - 2, 1);
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break;
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case "6months":
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from = new Date(year, month - 5, 1);
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break;
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case "year":
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from = new Date(year, 0, 1);
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break;
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case "12months":
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from = new Date(year, month - 11, 1);
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break;
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default:
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from = new Date(year, month, 1);
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break;
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}
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const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
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return { dateFrom, dateTo };
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}
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export function useDashboard() {
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const [state, dispatch] = useReducer(reducer, initialState);
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const fetchIdRef = useRef(0);
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const fetchData = useCallback(async (period: DashboardPeriod, customFrom?: string, customTo?: string) => {
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const fetchId = ++fetchIdRef.current;
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dispatch({ type: "SET_LOADING", payload: true });
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dispatch({ type: "SET_ERROR", payload: null });
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try {
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const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
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const [summary, categoryBreakdown, recentTransactions] = await Promise.all([
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getDashboardSummary(dateFrom, dateTo),
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getExpensesByCategory(dateFrom, dateTo),
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getRecentTransactions(10),
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]);
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if (fetchId !== fetchIdRef.current) return;
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dispatch({ type: "SET_DATA", payload: { summary, categoryBreakdown, recentTransactions } });
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} catch (e) {
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if (fetchId !== fetchIdRef.current) return;
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dispatch({
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type: "SET_ERROR",
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payload: e instanceof Error ? e.message : String(e),
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});
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}
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}, []);
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useEffect(() => {
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fetchData(state.period, state.customDateFrom, state.customDateTo);
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}, [state.period, state.customDateFrom, state.customDateTo, fetchData]);
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const setPeriod = useCallback((period: DashboardPeriod) => {
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dispatch({ type: "SET_PERIOD", payload: period });
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}, []);
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const setCustomDates = useCallback((dateFrom: string, dateTo: string) => {
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dispatch({ type: "SET_CUSTOM_DATES", payload: { dateFrom, dateTo } });
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}, []);
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return { state, setPeriod, setCustomDates };
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}
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