Simpl-Resultat/src/hooks/useReports.ts
medic-bot 16c6d02e39 feat: sticky category column, month dropdown selector, default to last completed month (#29)
- Add sticky left-0 positioning to all category cells in BudgetVsActualTable
- Replace MonthNavigator arrows with inline title + dropdown month selector
- Default budget month to previous completed month instead of current
- Add i18n keys for new title prefix (FR/EN)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 14:05:47 -04:00

257 lines
9.3 KiB
TypeScript

import { useReducer, useCallback, useEffect, useRef } from "react";
import type {
ReportTab,
DashboardPeriod,
MonthlyTrendItem,
CategoryBreakdownItem,
CategoryOverTimeData,
BudgetVsActualRow,
PivotConfig,
PivotResult,
} from "../shared/types";
import { getMonthlyTrends, getCategoryOverTime, getDynamicReportData } from "../services/reportService";
import { getExpensesByCategory } from "../services/dashboardService";
import { getBudgetVsActualData } from "../services/budgetService";
interface ReportsState {
tab: ReportTab;
period: DashboardPeriod;
customDateFrom: string;
customDateTo: string;
sourceId: number | null;
monthlyTrends: MonthlyTrendItem[];
categorySpending: CategoryBreakdownItem[];
categoryOverTime: CategoryOverTimeData;
budgetYear: number;
budgetMonth: number;
budgetVsActual: BudgetVsActualRow[];
pivotConfig: PivotConfig;
pivotResult: PivotResult;
isLoading: boolean;
error: string | null;
}
type ReportsAction =
| { type: "SET_TAB"; payload: ReportTab }
| { type: "SET_PERIOD"; payload: DashboardPeriod }
| { type: "SET_LOADING"; payload: boolean }
| { type: "SET_ERROR"; payload: string | null }
| { type: "SET_MONTHLY_TRENDS"; payload: MonthlyTrendItem[] }
| { type: "SET_CATEGORY_SPENDING"; payload: CategoryBreakdownItem[] }
| { type: "SET_CATEGORY_OVER_TIME"; payload: CategoryOverTimeData }
| { type: "SET_BUDGET_MONTH"; payload: { year: number; month: number } }
| { type: "SET_BUDGET_VS_ACTUAL"; payload: BudgetVsActualRow[] }
| { type: "SET_PIVOT_CONFIG"; payload: PivotConfig }
| { type: "SET_PIVOT_RESULT"; payload: PivotResult }
| { type: "SET_CUSTOM_DATES"; payload: { dateFrom: string; dateTo: string } }
| { type: "SET_SOURCE_ID"; payload: number | null };
const now = new Date();
const todayStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
const monthStartStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-01`;
const initialState: ReportsState = {
tab: "trends",
period: "6months",
customDateFrom: monthStartStr,
customDateTo: todayStr,
sourceId: null,
monthlyTrends: [],
categorySpending: [],
categoryOverTime: { categories: [], data: [], colors: {}, categoryIds: {} },
budgetYear: now.getMonth() === 0 ? now.getFullYear() - 1 : now.getFullYear(),
budgetMonth: now.getMonth() === 0 ? 12 : now.getMonth(),
budgetVsActual: [],
pivotConfig: { rows: [], columns: [], filters: {}, values: [] },
pivotResult: { rows: [], columnValues: [], dimensionLabels: {} },
isLoading: false,
error: null,
};
function reducer(state: ReportsState, action: ReportsAction): ReportsState {
switch (action.type) {
case "SET_TAB":
return { ...state, tab: action.payload };
case "SET_PERIOD":
return { ...state, period: action.payload };
case "SET_LOADING":
return { ...state, isLoading: action.payload };
case "SET_ERROR":
return { ...state, error: action.payload, isLoading: false };
case "SET_MONTHLY_TRENDS":
return { ...state, monthlyTrends: action.payload, isLoading: false };
case "SET_CATEGORY_SPENDING":
return { ...state, categorySpending: action.payload, isLoading: false };
case "SET_CATEGORY_OVER_TIME":
return { ...state, categoryOverTime: action.payload, isLoading: false };
case "SET_BUDGET_MONTH":
return { ...state, budgetYear: action.payload.year, budgetMonth: action.payload.month };
case "SET_BUDGET_VS_ACTUAL":
return { ...state, budgetVsActual: action.payload, isLoading: false };
case "SET_PIVOT_CONFIG":
return { ...state, pivotConfig: action.payload };
case "SET_PIVOT_RESULT":
return { ...state, pivotResult: action.payload, isLoading: false };
case "SET_CUSTOM_DATES":
return { ...state, period: "custom" as DashboardPeriod, customDateFrom: action.payload.dateFrom, customDateTo: action.payload.dateTo };
case "SET_SOURCE_ID":
return { ...state, sourceId: action.payload };
default:
return state;
}
}
function computeDateRange(
period: DashboardPeriod,
customDateFrom?: string,
customDateTo?: string,
): { dateFrom?: string; dateTo?: string } {
if (period === "all") return {};
if (period === "custom" && customDateFrom && customDateTo) {
return { dateFrom: customDateFrom, dateTo: customDateTo };
}
const now = new Date();
const year = now.getFullYear();
const month = now.getMonth();
const day = now.getDate();
const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
let from: Date;
switch (period) {
case "month":
from = new Date(year, month, 1);
break;
case "3months":
from = new Date(year, month - 2, 1);
break;
case "6months":
from = new Date(year, month - 5, 1);
break;
case "year":
from = new Date(year, 0, 1);
break;
case "12months":
from = new Date(year, month - 11, 1);
break;
default:
from = new Date(year, month, 1);
break;
}
const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
return { dateFrom, dateTo };
}
export function useReports() {
const [state, dispatch] = useReducer(reducer, initialState);
const fetchIdRef = useRef(0);
const fetchData = useCallback(async (
tab: ReportTab,
period: DashboardPeriod,
budgetYear: number,
budgetMonth: number,
customFrom?: string,
customTo?: string,
pivotCfg?: PivotConfig,
srcId?: number | null,
) => {
const fetchId = ++fetchIdRef.current;
dispatch({ type: "SET_LOADING", payload: true });
dispatch({ type: "SET_ERROR", payload: null });
try {
switch (tab) {
case "trends": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getMonthlyTrends(dateFrom, dateTo, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_MONTHLY_TRENDS", payload: data });
break;
}
case "byCategory": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getExpensesByCategory(dateFrom, dateTo, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_CATEGORY_SPENDING", payload: data });
break;
}
case "overTime": {
const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
const data = await getCategoryOverTime(dateFrom, dateTo, undefined, srcId ?? undefined);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_CATEGORY_OVER_TIME", payload: data });
break;
}
case "budgetVsActual": {
const data = await getBudgetVsActualData(budgetYear, budgetMonth);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_BUDGET_VS_ACTUAL", payload: data });
break;
}
case "dynamic": {
if (!pivotCfg || (pivotCfg.rows.length === 0 && pivotCfg.columns.length === 0) || pivotCfg.values.length === 0) {
dispatch({ type: "SET_PIVOT_RESULT", payload: { rows: [], columnValues: [], dimensionLabels: {} } });
break;
}
const data = await getDynamicReportData(pivotCfg);
if (fetchId !== fetchIdRef.current) return;
dispatch({ type: "SET_PIVOT_RESULT", payload: data });
break;
}
}
} catch (e) {
if (fetchId !== fetchIdRef.current) return;
dispatch({
type: "SET_ERROR",
payload: e instanceof Error ? e.message : String(e),
});
}
}, []);
useEffect(() => {
fetchData(state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig, state.sourceId);
}, [state.tab, state.period, state.budgetYear, state.budgetMonth, state.customDateFrom, state.customDateTo, state.pivotConfig, state.sourceId, fetchData]);
const setTab = useCallback((tab: ReportTab) => {
dispatch({ type: "SET_TAB", payload: tab });
}, []);
const setPeriod = useCallback((period: DashboardPeriod) => {
dispatch({ type: "SET_PERIOD", payload: period });
}, []);
const navigateBudgetMonth = useCallback((delta: -1 | 1) => {
let newMonth = state.budgetMonth + delta;
let newYear = state.budgetYear;
if (newMonth < 1) {
newMonth = 12;
newYear -= 1;
} else if (newMonth > 12) {
newMonth = 1;
newYear += 1;
}
dispatch({ type: "SET_BUDGET_MONTH", payload: { year: newYear, month: newMonth } });
}, [state.budgetYear, state.budgetMonth]);
const setBudgetMonth = useCallback((year: number, month: number) => {
dispatch({ type: "SET_BUDGET_MONTH", payload: { year, month } });
}, []);
const setCustomDates = useCallback((dateFrom: string, dateTo: string) => {
dispatch({ type: "SET_CUSTOM_DATES", payload: { dateFrom, dateTo } });
}, []);
const setPivotConfig = useCallback((config: PivotConfig) => {
dispatch({ type: "SET_PIVOT_CONFIG", payload: config });
}, []);
const setSourceId = useCallback((id: number | null) => {
dispatch({ type: "SET_SOURCE_ID", payload: id });
}, []);
return { state, setTab, setPeriod, setCustomDates, navigateBudgetMonth, setBudgetMonth, setPivotConfig, setSourceId };
}