Simpl-Resultat/src/hooks/useSnapshotEditor.ts

// useSnapshotEditor — scoped useReducer hook backing SnapshotEditPage.
//
// Lifecycle of a single snapshot (Issue #146 / Bilan #1b — simple kind only):
//   1. mount in 'new' mode (no `?date=` query param) → user picks a date,
//      types values, hits Save → service.createSnapshot + upsertLines;
//   2. mount in 'edit' mode (`?date=YYYY-MM-DD`) → load snapshot + lines,
//      user edits values, hits Save → upsertLines on the existing snapshot;
//   3. delete → service.deleteSnapshot (the page wraps this in a
//      double-confirm modal that requires retyping the snapshot date).
//
// Priced-kind UI lands in #140 (Bilan #2). Until then values are scalar
// numbers keyed by account_id and quantity/unit_price are forced to NULL by
// `upsertSnapshotLines` (the SQL CHECK guards the invariant too).

import {
  useReducer,
  useCallback,
  useEffect,
  useRef,
} from "react";
import type {
  BalanceAccountWithCategory,
  BalanceCategory,
  BalanceSnapshot,
  BalanceSnapshotLine,
} from "../shared/types";
import {
  listBalanceAccounts,
  listBalanceCategories,
  getSnapshotByDate,
  deleteSnapshot,
  listLinesBySnapshot,
  saveSnapshotAtomic,
  getPreviousSnapshot,
  BalanceServiceError,
} from "../services/balance.service";

export type SnapshotEditorMode = "new" | "edit";

/** String-typed entry for a priced-kind line being edited. */
export interface PricedEntry {
  quantity: string;
  unit_price: string;
}

interface State {
  mode: SnapshotEditorMode;
  /** ISO YYYY-MM-DD; controlled in 'new' mode, frozen in 'edit'. */
  snapshotDate: string;
  /** Current snapshot row in 'edit' mode (has the id needed for upsert). */
  snapshot: BalanceSnapshot | null;
  /** All active accounts (with category metadata) — drives the line list. */
  accounts: BalanceAccountWithCategory[];
  /** Used to group lines by category in the editor view. */
  categories: BalanceCategory[];
  /**
   * Map of account_id → string-typed value (simple kind only). We keep
   * strings to preserve empty / partial input; conversion to number
   * happens at save time.
   */
  values: Record<number, string>;
  /**
   * Map of account_id → string-typed `{quantity, unit_price}` (priced
   * kind only). Same partial-input guarantee as `values`.
   */
  pricedValues: Record<number, PricedEntry>;
  /** Snapshot whose values would prefill if the user clicks "Prefill". */
  previousSnapshot: BalanceSnapshot | null;
  /** Lines from `previousSnapshot` (loaded lazily when needed). */
  previousLines: BalanceSnapshotLine[] | null;
  isLoading: boolean;
  isSaving: boolean;
  isDirty: boolean;
  error: string | null;
  errorCode: string | null;
}

type Action =
  | { type: "SET_LOADING"; payload: boolean }
  | { type: "SET_SAVING"; payload: boolean }
  | { type: "SET_ERROR"; payload: { message: string | null; code: string | null } }
  | {
      type: "LOADED";
      payload: {
        mode: SnapshotEditorMode;
        snapshotDate: string;
        snapshot: BalanceSnapshot | null;
        accounts: BalanceAccountWithCategory[];
        categories: BalanceCategory[];
        values: Record<number, string>;
        pricedValues: Record<number, PricedEntry>;
        previousSnapshot: BalanceSnapshot | null;
        previousLines: BalanceSnapshotLine[] | null;
      };
    }
  | { type: "SET_DATE"; payload: string }
  | { type: "SET_VALUE"; payload: { accountId: number; value: string } }
  | {
      type: "SET_PRICED_FIELD";
      payload: {
        accountId: number;
        field: "quantity" | "unit_price";
        value: string;
      };
    }
  | {
      type: "PREFILL";
      payload: {
        values: Record<number, string>;
        pricedValues: Record<number, PricedEntry>;
      };
    }
  | { type: "RESET" }
  | { type: "CLEAR_DIRTY" };

function initialState(initialDate: string): State {
  return {
    mode: "new",
    snapshotDate: initialDate,
    snapshot: null,
    accounts: [],
    categories: [],
    values: {},
    pricedValues: {},
    previousSnapshot: null,
    previousLines: null,
    isLoading: false,
    isSaving: false,
    isDirty: false,
    error: null,
    errorCode: null,
  };
}

function reducer(state: State, action: Action): State {
  switch (action.type) {
    case "SET_LOADING":
      return { ...state, isLoading: action.payload };
    case "SET_SAVING":
      return { ...state, isSaving: action.payload };
    case "SET_ERROR":
      return {
        ...state,
        error: action.payload.message,
        errorCode: action.payload.code,
        isLoading: false,
        isSaving: false,
      };
    case "LOADED":
      return {
        ...state,
        mode: action.payload.mode,
        snapshotDate: action.payload.snapshotDate,
        snapshot: action.payload.snapshot,
        accounts: action.payload.accounts,
        categories: action.payload.categories,
        values: action.payload.values,
        pricedValues: action.payload.pricedValues,
        previousSnapshot: action.payload.previousSnapshot,
        previousLines: action.payload.previousLines,
        isLoading: false,
        isDirty: false,
        error: null,
        errorCode: null,
      };
    case "SET_DATE":
      // Only meaningful in 'new' mode — the page guards against this in 'edit'.
      return { ...state, snapshotDate: action.payload, isDirty: true };
    case "SET_VALUE":
      return {
        ...state,
        values: {
          ...state.values,
          [action.payload.accountId]: action.payload.value,
        },
        isDirty: true,
      };
    case "SET_PRICED_FIELD": {
      const existing =
        state.pricedValues[action.payload.accountId] ?? {
          quantity: "",
          unit_price: "",
        };
      const next: PricedEntry =
        action.payload.field === "quantity"
          ? { ...existing, quantity: action.payload.value }
          : { ...existing, unit_price: action.payload.value };
      return {
        ...state,
        pricedValues: {
          ...state.pricedValues,
          [action.payload.accountId]: next,
        },
        isDirty: true,
      };
    }
    case "PREFILL":
      return {
        ...state,
        values: { ...state.values, ...action.payload.values },
        pricedValues: {
          ...state.pricedValues,
          ...action.payload.pricedValues,
        },
        isDirty: true,
      };
    case "RESET":
      return {
        ...state,
        // Keep the loaded structure (accounts, categories, snapshot) but wipe
        // user input back to a clean slate sourced from the saved lines.
        values: {},
        pricedValues: {},
        isDirty: true,
      };
    case "CLEAR_DIRTY":
      return { ...state, isDirty: false };
    default:
      return state;
  }
}

function describeError(e: unknown): { message: string; code: string | null } {
  if (e instanceof BalanceServiceError) {
    return { message: e.message, code: e.code };
  }
  return {
    message: e instanceof Error ? e.message : String(e),
    code: null,
  };
}

function todayISO(): string {
  // Avoid timezone drift: use local YYYY-MM-DD, not toISOString() which is UTC.
  const d = new Date();
  const yyyy = d.getFullYear();
  const mm = String(d.getMonth() + 1).padStart(2, "0");
  const dd = String(d.getDate()).padStart(2, "0");
  return `${yyyy}-${mm}-${dd}`;
}

interface Options {
  /** ISO date from the route query string. `undefined` means 'new' mode. */
  dateParam?: string | null;
}

export function useSnapshotEditor(options: Options = {}) {
  const { dateParam } = options;
  const [state, dispatch] = useReducer(
    reducer,
    undefined,
    () => initialState(dateParam ?? todayISO())
  );
  const fetchIdRef = useRef(0);

  /**
   * Load the editor state from the database. In 'new' mode we still load
   * accounts + categories + the previous snapshot (so the prefill button
   * can be enabled); we do NOT pre-create a snapshot row — that happens at
   * save time so the user can abandon the form without leaving an empty
   * snapshot behind.
   */
  const loadForDate = useCallback(async (date: string | null | undefined) => {
    const fetchId = ++fetchIdRef.current;
    dispatch({ type: "SET_LOADING", payload: true });
    dispatch({ type: "SET_ERROR", payload: { message: null, code: null } });
    const targetDate = date && date.length > 0 ? date : todayISO();
    try {
      const [accounts, categories] = await Promise.all([
        listBalanceAccounts(),
        listBalanceCategories(),
      ]);
      const existing = await getSnapshotByDate(targetDate);
      const isEdit = !!existing;
      let values: Record<number, string> = {};
      let pricedValues: Record<number, PricedEntry> = {};
      let previousLines: BalanceSnapshotLine[] | null = null;
      // Index account kinds for quick line classification.
      const kindByAccountId = new Map<number, BalanceCategory["kind"]>();
      for (const acc of accounts) {
        kindByAccountId.set(acc.id, acc.category_kind);
      }
      if (existing) {
        const lines = await listLinesBySnapshot(existing.id);
        for (const line of lines) {
          // The line itself carries quantity / unit_price for priced kinds;
          // we still cross-check against the account kind to decide which
          // input map this row belongs to (it dictates what the user sees).
          const kind = kindByAccountId.get(line.account_id);
          if (
            kind === "priced" ||
            (line.quantity !== null && line.unit_price !== null)
          ) {
            pricedValues[line.account_id] = {
              quantity:
                line.quantity !== null && line.quantity !== undefined
                  ? String(line.quantity)
                  : "",
              unit_price:
                line.unit_price !== null && line.unit_price !== undefined
                  ? String(line.unit_price)
                  : "",
            };
          } else {
            values[line.account_id] = String(line.value);
          }
        }
      }
      const previous = await getPreviousSnapshot(targetDate);
      if (previous) {
        previousLines = await listLinesBySnapshot(previous.id);
      }
      if (fetchId !== fetchIdRef.current) return;
      dispatch({
        type: "LOADED",
        payload: {
          mode: isEdit ? "edit" : "new",
          snapshotDate: targetDate,
          snapshot: existing,
          accounts,
          categories,
          values,
          pricedValues,
          previousSnapshot: previous,
          previousLines,
        },
      });
    } catch (e) {
      if (fetchId !== fetchIdRef.current) return;
      dispatch({ type: "SET_ERROR", payload: describeError(e) });
    }
  }, []);

  // Load on mount + whenever the route's `?date=` changes.
  useEffect(() => {
    loadForDate(dateParam);
  }, [dateParam, loadForDate]);

  const setDate = useCallback((next: string) => {
    dispatch({ type: "SET_DATE", payload: next });
  }, []);

  const setLineValue = useCallback((accountId: number, value: string) => {
    dispatch({
      type: "SET_VALUE",
      payload: { accountId, value },
    });
  }, []);

  const setLineQuantity = useCallback(
    (accountId: number, value: string) => {
      dispatch({
        type: "SET_PRICED_FIELD",
        payload: { accountId, field: "quantity", value },
      });
    },
    []
  );

  const setLineUnitPrice = useCallback(
    (accountId: number, value: string) => {
      dispatch({
        type: "SET_PRICED_FIELD",
        payload: { accountId, field: "unit_price", value },
      });
    },
    []
  );

  const reset = useCallback(() => {
    dispatch({ type: "RESET" });
  }, []);

  /**
   * Build the prefill map from the previous snapshot. Per spec-decisions
   * row "Bouton Pré-remplir":
   *   - simple kind  → copy value
   *   - priced kind  → copy quantity, leave unit_price blank (the user
   *                    must enter or fetch a fresh price each time).
   */
  const prefillFromPrevious = useCallback(() => {
    const lines = state.previousLines;
    if (!lines || lines.length === 0) return;
    const accountKindById = new Map<number, BalanceCategory["kind"]>();
    for (const acc of state.accounts) {
      accountKindById.set(acc.id, acc.category_kind);
    }
    const nextSimple: Record<number, string> = {};
    const nextPriced: Record<number, PricedEntry> = {};
    for (const line of lines) {
      const kind = accountKindById.get(line.account_id);
      if (!kind) continue; // archived account — skip
      if (kind === "simple") {
        nextSimple[line.account_id] = String(line.value);
      } else {
        // Priced: copy quantity, leave unit_price blank — quantities don't
        // change unless the user buys / sells, prices always change.
        nextPriced[line.account_id] = {
          quantity:
            line.quantity !== null && line.quantity !== undefined
              ? String(line.quantity)
              : "",
          unit_price: "",
        };
      }
    }
    dispatch({
      type: "PREFILL",
      payload: { values: nextSimple, pricedValues: nextPriced },
    });
  }, [state.previousLines, state.accounts]);

  /**
   * Persist the editor state to the database (#176 — atomic).
   *
   * Order of operations:
   *  1. Build & validate `simpleLines` and `pricedLines` arrays from
   *     editor state. Any input parsing error throws BEFORE any DB
   *     mutation happens, so an invalid form never produces an orphan
   *     snapshot row.
   *  2. Call `saveSnapshotAtomic` which wraps `INSERT INTO
   *     balance_snapshots` (new mode) and the line rewrite in a single
   *     `BEGIN/COMMIT/ROLLBACK` transaction.
   *
   * Modes:
   *  - 'new' mode: atomic helper inserts the snapshot row and its lines.
   *  - 'edit' mode: only the lines get rewritten on the existing snapshot.
   *
   * Only accounts with a non-empty value (after trim) are persisted; empty
   * fields mean "no entry for this account at this date" — they're cleared
   * by the rewrite-all strategy in `saveSnapshotAtomic`.
   */
  const save = useCallback(async (): Promise<{ snapshotId: number }> => {
    dispatch({ type: "SET_SAVING", payload: true });
    dispatch({ type: "SET_ERROR", payload: { message: null, code: null } });
    try {
      // Step 1 — build & validate every line in memory. THROW HERE means
      // no DB mutation has happened yet, so no orphan snapshot can be
      // left behind by a validation failure (#176).
      const simpleLines = Object.entries(state.values)
        .filter(([, v]) => v !== undefined && String(v).trim().length > 0)
        .map(([accountIdStr, raw]) => {
          const accountId = Number(accountIdStr);
          const trimmed = String(raw).trim().replace(",", ".");
          const num = Number(trimmed);
          if (!Number.isFinite(num)) {
            throw new BalanceServiceError(
              "snapshot_value_invalid",
              `Invalid value for account ${accountId}: "${raw}"`
            );
          }
          return {
            account_id: accountId,
            value: num,
            account_kind: "simple" as const,
          };
        });
      const pricedLines = Object.entries(state.pricedValues)
        .filter(
          ([, entry]) =>
            entry &&
            String(entry.quantity ?? "").trim().length > 0 &&
            String(entry.unit_price ?? "").trim().length > 0
        )
        .map(([accountIdStr, entry]) => {
          const accountId = Number(accountIdStr);
          const qtyTrim = String(entry.quantity).trim().replace(",", ".");
          const priceTrim = String(entry.unit_price).trim().replace(",", ".");
          const qty = Number(qtyTrim);
          const price = Number(priceTrim);
          if (!Number.isFinite(qty)) {
            throw new BalanceServiceError(
              "snapshot_priced_quantity_required",
              `Invalid quantity for account ${accountId}: "${entry.quantity}"`
            );
          }
          if (!Number.isFinite(price)) {
            throw new BalanceServiceError(
              "snapshot_priced_unit_price_required",
              `Invalid unit_price for account ${accountId}: "${entry.unit_price}"`
            );
          }
          return {
            account_id: accountId,
            account_kind: "priced" as const,
            quantity: qty,
            unit_price: price,
            // value = qty * price; the service re-validates the relation
            // within PRICED_VALUE_TOLERANCE before persisting.
            value: qty * price,
          };
        });

      // Step 2 — atomic write. BEGIN / INSERT snapshot (if 'new') /
      // INSERT lines / COMMIT, with ROLLBACK on any failure.
      const existingSnapshotId =
        state.mode === "edit" && state.snapshot ? state.snapshot.id : null;
      const { snapshotId } = await saveSnapshotAtomic({
        existingSnapshotId,
        snapshot_date: state.snapshotDate,
        lines: [...simpleLines, ...pricedLines],
      });
      dispatch({ type: "CLEAR_DIRTY" });
      // Reload so 'new' mode flips to 'edit' and the snapshot row is in state.
      await loadForDate(state.snapshotDate);
      return { snapshotId };
    } catch (e) {
      dispatch({ type: "SET_ERROR", payload: describeError(e) });
      throw e;
    } finally {
      dispatch({ type: "SET_SAVING", payload: false });
    }
  }, [
    state.mode,
    state.snapshot,
    state.snapshotDate,
    state.values,
    state.pricedValues,
    loadForDate,
  ]);

  const remove = useCallback(async () => {
    if (!state.snapshot) return;
    dispatch({ type: "SET_SAVING", payload: true });
    dispatch({ type: "SET_ERROR", payload: { message: null, code: null } });
    try {
      await deleteSnapshot(state.snapshot.id);
    } catch (e) {
      dispatch({ type: "SET_ERROR", payload: describeError(e) });
      throw e;
    } finally {
      dispatch({ type: "SET_SAVING", payload: false });
    }
  }, [state.snapshot]);

  return {
    state,
    setDate,
    setLineValue,
    setLineQuantity,
    setLineUnitPrice,
    reset,
    prefillFromPrevious,
    save,
    remove,
    /** Manual reload (e.g. after navigation between dates). */
    reload: () => loadForDate(state.snapshotDate),
  };
}