Refactor. Add data layer
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@@ -1,10 +1,11 @@
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@page "/"
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@attribute [Authorize]
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@inject DashboardService DashboardService
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@inject TransactionService TransactionService
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@inject SalaryService SalaryService
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@inject ITransactionRepository TransactionService
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@inject ISalaryRepository SalaryService
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@inject AuthenticationStateProvider AuthStateProvider
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@inject IJSRuntime JS
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@inject IJSRuntime Js
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@using BudgetApp.Data.Entities
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@implements IAsyncDisposable
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@rendermode InteractiveServer
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@@ -13,11 +14,11 @@
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<h3 class="mb-2">Dashboard</h3>
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<p class="text-muted mb-4">An overview of your balances, recent and upcoming transactions.</p>
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@if (data is null)
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@if (_data is null)
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{
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<p><em>Loading...</em></p>
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}
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else if (data.Accounts.Count == 0)
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else if (_data.Accounts.Count == 0)
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{
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<div class="alert alert-info">
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<h5>Welcome!</h5>
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@@ -31,16 +32,16 @@ else
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<h5 class="mb-0">Balance Trend</h5>
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<div class="d-flex flex-wrap align-items-center gap-2">
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<div class="btn-group btn-group-sm">
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<button class="btn @(windowPreset == "7d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 7 days" @onclick="() => SetWindow(7)">7d</button>
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<button class="btn @(windowPreset == "30d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 30 days" @onclick="() => SetWindow(30)">30d</button>
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<button class="btn @(windowPreset == "90d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 90 days" @onclick="() => SetWindow(90)">90d</button>
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<button class="btn @(windowPreset == "1y" ? "btn-primary" : "btn-outline-secondary")" title="Show next year" @onclick="() => SetWindow(365)">1y</button>
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<button class="btn @(_windowPreset == "7d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 7 days" @onclick="() => SetWindow(7)">7d</button>
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<button class="btn @(_windowPreset == "30d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 30 days" @onclick="() => SetWindow(30)">30d</button>
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<button class="btn @(_windowPreset == "90d" ? "btn-primary" : "btn-outline-secondary")" title="Show next 90 days" @onclick="() => SetWindow(90)">90d</button>
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<button class="btn @(_windowPreset == "1y" ? "btn-primary" : "btn-outline-secondary")" title="Show next year" @onclick="() => SetWindow(365)">1y</button>
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</div>
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<input type="date" class="form-control form-control-sm date-picker"
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title="Custom start date" @bind="windowStart" @bind:after="OnWindowDateChanged" />
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title="Custom start date" @bind="_windowStart" @bind:after="OnWindowDateChanged" />
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<span class="text-muted">to</span>
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<input type="date" class="form-control form-control-sm date-picker"
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title="Custom end date" @bind="windowEnd" @bind:after="OnWindowDateChanged" />
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title="Custom end date" @bind="_windowEnd" @bind:after="OnWindowDateChanged" />
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</div>
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</div>
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<div class="card-body">
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@@ -51,41 +52,41 @@ else
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</div>
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@* ── Edit / Add Modal ── *@
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@if (showModal)
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@if (_showModal)
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{
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<div class="modal d-block" tabindex="-1" style="background: rgba(0,0,0,.5);">
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<div class="modal-dialog modal-dialog-scrollable">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title">@(editingTransactionId is null ? "Add Transaction" : "Edit Transaction")</h5>
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<h5 class="modal-title">@(_editingTransactionId is null ? "Add Transaction" : "Edit Transaction")</h5>
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<button type="button" class="btn-close" @onclick="CloseModal"></button>
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</div>
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<EditForm Model="modalForm" OnValidSubmit="SaveModal" FormName="dashboardModal">
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<EditForm Model="_modalForm" OnValidSubmit="SaveModal" FormName="dashboardModal">
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<ToastValidator />
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<div class="modal-body">
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<div class="mb-3">
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<label class="form-label">Description</label>
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<InputText @bind-Value="modalForm.Description" class="form-control" />
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<InputText @bind-Value="_modalForm.Description" class="form-control" />
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</div>
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<div class="mb-3">
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<label class="form-label">Amount</label>
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<InputNumber @bind-Value="modalForm.Amount" class="form-control numeric-input" />
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<InputNumber @bind-Value="_modalForm.Amount" class="form-control numeric-input" />
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</div>
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<div class="mb-3">
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<label class="form-label">Date</label>
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<InputDate @bind-Value="modalForm.Date" class="form-control" />
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<InputDate @bind-Value="_modalForm.Date" class="form-control" />
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</div>
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<div class="mb-3">
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<label class="form-label">Type</label>
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<InputSelect @bind-Value="modalForm.Type" class="form-select">
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<InputSelect @bind-Value="_modalForm.Type" class="form-select">
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<option value="@TransactionType.Expense">Expense</option>
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<option value="@TransactionType.Income">Income</option>
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</InputSelect>
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</div>
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<div class="mb-3">
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<label class="form-label">Account</label>
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<InputSelect @bind-Value="modalForm.AccountId" class="form-select">
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@foreach (var a in data.Accounts)
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<InputSelect @bind-Value="_modalForm.AccountId" class="form-select">
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@foreach (var a in _data.Accounts)
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{
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<option value="@a.Id">@a.Name</option>
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}
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@@ -93,19 +94,19 @@ else
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</div>
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<div class="mb-3">
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<label class="form-label">Category</label>
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<InputSelect @bind-Value="modalForm.CategoryId" class="form-select">
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<InputSelect @bind-Value="_modalForm.CategoryId" class="form-select">
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<option value="">— None —</option>
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@foreach (var c in data.Categories)
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@foreach (var c in _data.Categories)
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{
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<option value="@c.Id">@(string.IsNullOrEmpty(c.Icon) ? "" : c.Icon + " ")@c.Name</option>
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}
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</InputSelect>
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</div>
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@if (editingTransactionId is null)
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@if (_editingTransactionId is null)
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{
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<div class="mb-3">
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<label class="form-label">Recurrence</label>
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<InputSelect @bind-Value="modalForm.RecurrenceType" class="form-select">
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<InputSelect @bind-Value="_modalForm.RecurrenceType" class="form-select">
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<option value="@RecurrenceType.None">None</option>
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<option value="@RecurrenceType.Daily">Daily</option>
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<option value="@RecurrenceType.Weekly">Weekly</option>
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@@ -113,15 +114,15 @@ else
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<option value="@RecurrenceType.Yearly">Yearly</option>
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</InputSelect>
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</div>
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@if (modalForm.RecurrenceType != RecurrenceType.None)
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@if (_modalForm.RecurrenceType != RecurrenceType.None)
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{
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<div class="mb-3">
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<label class="form-label">Recurrence End Date <small class="text-muted">(max 1 year, defaults to 1 year if blank)</small></label>
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<InputDate @bind-Value="modalForm.RecurrenceEndDate" class="form-control" max="@modalForm.Date.AddYears(1).ToString("yyyy-MM-dd")" />
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<InputDate @bind-Value="_modalForm.RecurrenceEndDate" class="form-control" max="@_modalForm.Date.AddYears(1).ToString("yyyy-MM-dd")" />
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</div>
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}
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}
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else if (editIsPartOfSeries)
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else if (_editIsPartOfSeries)
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{
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<div class="alert alert-info mb-0">
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<i class="bi bi-info-circle"></i> Changes will apply to this and all future occurrences in the series.
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@@ -142,31 +143,31 @@ else
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<div class="card-header d-flex justify-content-between align-items-center flex-wrap gap-2">
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<ul class="nav nav-tabs card-header-tabs" style="flex-grow: 0;">
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<li class="nav-item">
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<button class="nav-link @(activeTab == "recent" ? "active" : "")" title="Transactions that have already occurred" @onclick='() => { activeTab = "recent"; recentPage = 1; }'>
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Recent <span class="badge bg-secondary ms-1">@filteredRecent.Count</span>
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<button class="nav-link @(_activeTab == "recent" ? "active" : "")" title="Transactions that have already occurred" @onclick='() => { _activeTab = "recent"; _recentPage = 1; }'>
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Recent <span class="badge bg-secondary ms-1">@FilteredRecent.Count</span>
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</button>
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</li>
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<li class="nav-item">
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<button class="nav-link @(activeTab == "upcoming" ? "active" : "")" title="Scheduled future transactions" @onclick='() => { activeTab = "upcoming"; upcomingPage = 1; }'>
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Upcoming <span class="badge bg-secondary ms-1">@filteredUpcoming.Count</span>
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<button class="nav-link @(_activeTab == "upcoming" ? "active" : "")" title="Scheduled future transactions" @onclick='() => { _activeTab = "upcoming"; _upcomingPage = 1; }'>
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Upcoming <span class="badge bg-secondary ms-1">@FilteredUpcoming.Count</span>
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</button>
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</li>
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</ul>
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<div class="d-flex align-items-center gap-2">
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<input type="search" class="form-control form-control-sm" style="max-width: 180px;"
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title="Filter by description, account, category or amount" placeholder="Search..." @bind="dashboardSearchQuery" @bind:event="oninput" @bind:after="OnDashboardSearchChanged" />
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title="Filter by description, account, category or amount" placeholder="Search..." @bind="_dashboardSearchQuery" @bind:event="oninput" @bind:after="OnDashboardSearchChanged" />
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<button class="btn btn-sm btn-primary" title="Quickly add a new transaction" @onclick="OpenAddModal">+ Add</button>
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</div>
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</div>
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@if (data.Accounts.Count > 1)
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@if (_data.Accounts.Count > 1)
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{
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<div class="px-3 py-2 border-bottom d-flex flex-wrap align-items-center gap-2">
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<small class="text-muted me-1">Filter:</small>
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@foreach (var a in data.Accounts)
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@foreach (var a in _data.Accounts)
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{
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<button class="btn btn-sm px-2 py-0 @(hiddenAccountIds.Contains(a.Id) ? "btn-outline-secondary" : "")"
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style="font-size: 0.75rem; @(hiddenAccountIds.Contains(a.Id) ? "opacity: 0.5;" : $"background-color: {a.Color}; color: white;")"
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title="@(hiddenAccountIds.Contains(a.Id) ? $"Show {a.Name} transactions" : $"Hide {a.Name} transactions")"
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<button class="btn btn-sm px-2 py-0 @(_hiddenAccountIds.Contains(a.Id) ? "btn-outline-secondary" : "")"
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style="font-size: 0.75rem; @(_hiddenAccountIds.Contains(a.Id) ? "opacity: 0.5;" : $"background-color: {a.Color}; color: white;")"
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title="@(_hiddenAccountIds.Contains(a.Id) ? $"Show {a.Name} transactions" : $"Hide {a.Name} transactions")"
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@onclick="() => ToggleAccountFilter(a.Id)">
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@a.Name
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</button>
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@@ -174,18 +175,18 @@ else
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</div>
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}
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<div class="card-body p-0" style="max-height: 500px; overflow-y: auto;">
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@if (activeTab == "recent")
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@if (_activeTab == "recent")
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{
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@if (filteredRecent.Count == 0)
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@if (FilteredRecent.Count == 0)
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{
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<p class="p-3 text-muted mb-0">No recent transactions.</p>
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}
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else
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{
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<div class="list-group list-group-flush">
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@foreach (var t in filteredRecent.Skip((recentPage - 1) * PageSize).Take(PageSize))
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@foreach (var t in FilteredRecent.Skip((_recentPage - 1) * PageSize).Take(PageSize))
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{
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<div class="list-group-item list-group-item-action txn-row @(selectedTransactionId == t.Id ? "txn-row-selected" : "")"
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<div class="list-group-item list-group-item-action txn-row @(_selectedTransactionId == t.Id ? "txn-row-selected" : "")"
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style="cursor: pointer; border-left: 3px solid @(t.Type == TransactionType.Income ? "#198754" : "#dc3545");"
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@onclick="() => SelectTransaction(t.Id)">
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<div class="d-flex justify-content-between align-items-start">
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@@ -217,7 +218,7 @@ else
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<small class="text-muted" style="font-size: 0.7rem;">@(t.Type == TransactionType.Income ? "Income" : "Expense")</small>
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</div>
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</div>
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@if (selectedTransactionId == t.Id)
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@if (_selectedTransactionId == t.Id)
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{
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<div class="mt-2 pt-2 border-top d-flex justify-content-between align-items-center gap-2">
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@if (t.IsPaid)
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@@ -240,25 +241,25 @@ else
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@if (RecentTotalPages > 1)
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{
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<div class="d-flex justify-content-between align-items-center px-3 py-2 border-top">
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<button class="btn btn-sm btn-outline-secondary" disabled="@(recentPage <= 1 ? true : (bool?)null)" @onclick="() => recentPage--">← Prev</button>
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<small class="text-muted">Page @recentPage of @RecentTotalPages</small>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(recentPage >= RecentTotalPages ? true : (bool?)null)" @onclick="() => recentPage++">Next →</button>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(_recentPage <= 1 ? true : (bool?)null)" @onclick="() => _recentPage--">← Prev</button>
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<small class="text-muted">Page @_recentPage of @RecentTotalPages</small>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(_recentPage >= RecentTotalPages ? true : (bool?)null)" @onclick="() => _recentPage++">Next →</button>
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</div>
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}
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}
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}
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else
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{
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@if (filteredUpcoming.Count == 0)
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@if (FilteredUpcoming.Count == 0)
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{
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<p class="p-3 text-muted mb-0">No upcoming transactions.</p>
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}
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else
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{
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<div class="list-group list-group-flush">
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@foreach (var t in filteredUpcoming.Skip((upcomingPage - 1) * PageSize).Take(PageSize))
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@foreach (var t in FilteredUpcoming.Skip((_upcomingPage - 1) * PageSize).Take(PageSize))
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{
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<div class="list-group-item list-group-item-action txn-row @(selectedTransactionId == t.Id ? "txn-row-selected" : "")"
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<div class="list-group-item list-group-item-action txn-row @(_selectedTransactionId == t.Id ? "txn-row-selected" : "")"
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style="cursor: pointer; border-left: 3px solid @(t.Type == TransactionType.Income ? "#198754" : "#dc3545");"
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@onclick="() => SelectTransaction(t.Id)">
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<div class="d-flex justify-content-between align-items-start">
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@@ -283,7 +284,7 @@ else
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<div class="@(t.Type == TransactionType.Income ? "text-success" : "text-danger") fw-semibold" style="font-size: 1.05rem;">
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@(t.Type == TransactionType.Income ? "+" : "−")@t.Account.FormatAmount(t.Amount)
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</div>
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@if (projectedBalances.TryGetValue(t.Id, out var projected))
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@if (_projectedBalances.TryGetValue(t.Id, out var projected))
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{
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<small class="@(projected >= 0 ? "text-success" : "text-danger")" style="font-size: 0.7rem;">
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Projected: @t.Account.FormatAmount(projected)
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@@ -295,7 +296,7 @@ else
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}
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</div>
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</div>
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@if (selectedTransactionId == t.Id)
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@if (_selectedTransactionId == t.Id)
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{
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<div class="mt-2 pt-2 border-top d-flex justify-content-between align-items-center gap-2">
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<button class="btn btn-outline-success btn-sm" title="Mark as paid and move to Recent" @onclick="() => MarkAsPaid(t.Id, true)" @onclick:stopPropagation="true">✅ Mark as Paid</button>
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@@ -311,9 +312,9 @@ else
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@if (UpcomingTotalPages > 1)
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{
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<div class="d-flex justify-content-between align-items-center px-3 py-2 border-top">
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<button class="btn btn-sm btn-outline-secondary" disabled="@(upcomingPage <= 1 ? true : (bool?)null)" @onclick="() => upcomingPage--">← Prev</button>
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<small class="text-muted">Page @upcomingPage of @UpcomingTotalPages</small>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(upcomingPage >= UpcomingTotalPages ? true : (bool?)null)" @onclick="() => upcomingPage++">Next →</button>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(_upcomingPage <= 1 ? true : (bool?)null)" @onclick="() => _upcomingPage--">← Prev</button>
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<small class="text-muted">Page @_upcomingPage of @UpcomingTotalPages</small>
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<button class="btn btn-sm btn-outline-secondary" disabled="@(_upcomingPage >= UpcomingTotalPages ? true : (bool?)null)" @onclick="() => _upcomingPage++">Next →</button>
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</div>
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}
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}
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@@ -321,18 +322,18 @@ else
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</div>
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</div>
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@if (showDeleteModal && pendingDeleteTransaction is not null)
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@if (_showDeleteModal && _pendingDeleteTransaction is not null)
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{
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<div class="modal d-block" tabindex="-1" style="background: rgba(0,0,0,.5);">
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<div class="modal-dialog">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title">@(pendingDeleteIsRecurring ? "Delete Recurring Transaction" : "Delete Transaction")</h5>
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<h5 class="modal-title">@(_pendingDeleteIsRecurring ? "Delete Recurring Transaction" : "Delete Transaction")</h5>
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<button type="button" class="btn-close" @onclick="CancelDelete"></button>
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</div>
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<div class="modal-body">
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<p>Are you sure you want to delete <strong>@pendingDeleteTransaction.Description</strong>?</p>
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@if (pendingDeleteIsRecurring)
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<p>Are you sure you want to delete <strong>@_pendingDeleteTransaction.Description</strong>?</p>
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@if (_pendingDeleteIsRecurring)
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{
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<p>This transaction is part of a recurring series. Would you like to delete just this one, or all future transactions in the series?</p>
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}
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@@ -343,7 +344,7 @@ else
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" @onclick="CancelDelete">Cancel</button>
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@if (pendingDeleteIsRecurring)
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@if (_pendingDeleteIsRecurring)
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{
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<button type="button" class="btn btn-outline-danger" @onclick="DeleteSingle">This One Only</button>
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<button type="button" class="btn btn-danger" @onclick="DeleteSeries">All Future in Series</button>
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@@ -360,371 +361,17 @@ else
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}
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@code {
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private DashboardData? data;
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private string? userId;
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private int? selectedTransactionId;
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private string activeTab = "recent";
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private Dictionary<int, decimal> projectedBalances = new();
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// Modal state
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private bool showModal;
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private int? editingTransactionId;
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private bool editIsPartOfSeries;
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private ModalTransactionForm modalForm = new();
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// Chart redraw tracking
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private int chartDataVersion;
|
||||
private int lastRenderedChartVersion;
|
||||
|
||||
// Time window
|
||||
private DateTime windowStart = DateTime.Today;
|
||||
private DateTime windowEnd = DateTime.Today.AddDays(30);
|
||||
private string windowPreset = "30d";
|
||||
|
||||
// Account filter
|
||||
private HashSet<int> hiddenAccountIds = [];
|
||||
private string dashboardSearchQuery = string.Empty;
|
||||
|
||||
private List<Transaction> filteredRecent => data is null ? []
|
||||
: data.RecentTransactions
|
||||
.Where(t => !hiddenAccountIds.Contains(t.AccountId))
|
||||
.Where(t => MatchesSearch(t))
|
||||
.ToList();
|
||||
|
||||
private List<Transaction> filteredUpcoming => data is null ? []
|
||||
: data.UpcomingTransactions
|
||||
.Where(t => !hiddenAccountIds.Contains(t.AccountId))
|
||||
.Where(t => MatchesSearch(t))
|
||||
.ToList();
|
||||
|
||||
private bool MatchesSearch(Transaction t)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(dashboardSearchQuery)) return true;
|
||||
var q = dashboardSearchQuery.Trim();
|
||||
return t.Description.Contains(q, StringComparison.OrdinalIgnoreCase)
|
||||
|| t.Account.Name.Contains(q, StringComparison.OrdinalIgnoreCase)
|
||||
|| (t.Category?.Name?.Contains(q, StringComparison.OrdinalIgnoreCase) ?? false)
|
||||
|| t.Amount.ToString("F2").Contains(q, StringComparison.OrdinalIgnoreCase);
|
||||
}
|
||||
|
||||
private void ToggleAccountFilter(int accountId)
|
||||
{
|
||||
if (!hiddenAccountIds.Remove(accountId))
|
||||
hiddenAccountIds.Add(accountId);
|
||||
recentPage = 1;
|
||||
upcomingPage = 1;
|
||||
}
|
||||
|
||||
private void OnDashboardSearchChanged()
|
||||
{
|
||||
recentPage = 1;
|
||||
upcomingPage = 1;
|
||||
}
|
||||
|
||||
// Pagination
|
||||
private int recentPage = 1;
|
||||
private int upcomingPage = 1;
|
||||
private const int PageSize = 10;
|
||||
private int RecentTotalPages => (int)Math.Ceiling(filteredRecent.Count / (double)PageSize);
|
||||
private int UpcomingTotalPages => (int)Math.Ceiling(filteredUpcoming.Count / (double)PageSize);
|
||||
|
||||
protected override async Task OnInitializedAsync()
|
||||
{
|
||||
var authState = await AuthStateProvider.GetAuthenticationStateAsync();
|
||||
userId = authState.User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value;
|
||||
|
||||
if (userId is not null)
|
||||
{
|
||||
await RefreshData();
|
||||
}
|
||||
}
|
||||
|
||||
protected override async Task OnAfterRenderAsync(bool firstRender)
|
||||
{
|
||||
if (data?.ChartData.Datasets.Count > 0 && chartDataVersion != lastRenderedChartVersion)
|
||||
{
|
||||
lastRenderedChartVersion = chartDataVersion;
|
||||
|
||||
var datasets = data.ChartData.Datasets.Select(ds => new
|
||||
{
|
||||
label = ds.Label,
|
||||
color = ds.Color,
|
||||
data = ds.Data.Select(d => (double)d).ToArray(),
|
||||
currencySymbol = ds.CurrencySymbol
|
||||
}).ToArray();
|
||||
|
||||
var dayLabels = data.ChartData.DayTransactionLabels
|
||||
.Select(d => d.ToArray()).ToArray();
|
||||
|
||||
int highlightIndex = GetHighlightIndex();
|
||||
|
||||
await JS.InvokeVoidAsync("chartInterop.createOrUpdateChart",
|
||||
"balanceChart",
|
||||
data.ChartData.Labels.ToArray(),
|
||||
datasets,
|
||||
dayLabels,
|
||||
highlightIndex,
|
||||
GetSalaryDayIndices(),
|
||||
data.CurrencySymbol);
|
||||
}
|
||||
}
|
||||
|
||||
private int GetHighlightIndex()
|
||||
{
|
||||
if (selectedTransactionId is null || data is null) return -1;
|
||||
|
||||
var txn = data.RecentTransactions.FirstOrDefault(t => t.Id == selectedTransactionId)
|
||||
?? data.UpcomingTransactions.FirstOrDefault(t => t.Id == selectedTransactionId);
|
||||
if (txn is null) return -1;
|
||||
|
||||
var label = txn.Date.ToString("MMM dd");
|
||||
return data.ChartData.Labels.IndexOf(label);
|
||||
}
|
||||
|
||||
private int[] GetSalaryDayIndices()
|
||||
{
|
||||
if (data is null) return [];
|
||||
|
||||
var salaryDates = data.RecentTransactions
|
||||
.Concat(data.UpcomingTransactions)
|
||||
.Where(t => t.SalaryId is not null)
|
||||
.Select(t => t.Date.ToString("MMM dd"))
|
||||
.ToHashSet();
|
||||
|
||||
return data.ChartData.Labels
|
||||
.Select((label, index) => (label, index))
|
||||
.Where(x => salaryDates.Contains(x.label))
|
||||
.Select(x => x.index)
|
||||
.ToArray();
|
||||
}
|
||||
|
||||
private async Task SelectTransaction(int id)
|
||||
{
|
||||
selectedTransactionId = selectedTransactionId == id ? null : id;
|
||||
|
||||
if (data?.ChartData.Datasets.Count > 0)
|
||||
{
|
||||
int highlightIndex = GetHighlightIndex();
|
||||
await JS.InvokeVoidAsync("chartInterop.highlightDate", "balanceChart", highlightIndex);
|
||||
}
|
||||
}
|
||||
|
||||
private void OpenAddModal()
|
||||
{
|
||||
editingTransactionId = null;
|
||||
modalForm = new ModalTransactionForm
|
||||
{
|
||||
AccountId = data?.Accounts.FirstOrDefault()?.Id ?? 0
|
||||
};
|
||||
showModal = true;
|
||||
}
|
||||
|
||||
private void OpenEditModal(Transaction t)
|
||||
{
|
||||
editingTransactionId = t.Id;
|
||||
editIsPartOfSeries = t.RecurrenceType != RecurrenceType.None || t.ParentTransactionId is not null;
|
||||
modalForm = new ModalTransactionForm
|
||||
{
|
||||
Description = t.Description,
|
||||
Amount = t.Amount,
|
||||
Date = t.Date,
|
||||
Type = t.Type,
|
||||
AccountId = t.AccountId,
|
||||
CategoryId = t.CategoryId,
|
||||
RecurrenceType = t.RecurrenceType,
|
||||
RecurrenceEndDate = t.RecurrenceEndDate
|
||||
};
|
||||
showModal = true;
|
||||
}
|
||||
|
||||
private void CloseModal() => showModal = false;
|
||||
|
||||
private async Task SaveModal()
|
||||
{
|
||||
if (userId is null) return;
|
||||
|
||||
if (editingTransactionId is null)
|
||||
{
|
||||
var transaction = new Transaction
|
||||
{
|
||||
Description = modalForm.Description,
|
||||
Amount = modalForm.Amount,
|
||||
Date = modalForm.Date,
|
||||
Type = modalForm.Type,
|
||||
AccountId = modalForm.AccountId,
|
||||
CategoryId = modalForm.CategoryId,
|
||||
RecurrenceType = modalForm.RecurrenceType,
|
||||
RecurrenceEndDate = modalForm.RecurrenceEndDate
|
||||
};
|
||||
await TransactionService.CreateTransactionAsync(transaction);
|
||||
await RefreshData();
|
||||
|
||||
// Keep modal open and reset form for the next entry
|
||||
var previousAccountId = modalForm.AccountId;
|
||||
var previousCategoryId = modalForm.CategoryId;
|
||||
var previousType = modalForm.Type;
|
||||
modalForm = new ModalTransactionForm
|
||||
{
|
||||
AccountId = previousAccountId,
|
||||
CategoryId = previousCategoryId,
|
||||
Type = previousType
|
||||
};
|
||||
}
|
||||
else
|
||||
{
|
||||
await TransactionService.UpdateTransactionAsync(
|
||||
editingTransactionId.Value, userId,
|
||||
modalForm.Description, modalForm.Amount, modalForm.Date,
|
||||
modalForm.Type, modalForm.AccountId, modalForm.CategoryId,
|
||||
modalForm.RecurrenceType, modalForm.RecurrenceEndDate);
|
||||
|
||||
showModal = false;
|
||||
await RefreshData();
|
||||
}
|
||||
}
|
||||
|
||||
// Delete confirmation state
|
||||
private bool showDeleteModal;
|
||||
private Transaction? pendingDeleteTransaction;
|
||||
private bool pendingDeleteIsRecurring;
|
||||
|
||||
private void ConfirmDelete(Transaction t)
|
||||
{
|
||||
pendingDeleteTransaction = t;
|
||||
pendingDeleteIsRecurring = t.RecurrenceType != RecurrenceType.None || t.ParentTransactionId is not null;
|
||||
showDeleteModal = true;
|
||||
}
|
||||
|
||||
private async Task DeleteSingle()
|
||||
{
|
||||
if (userId is null || pendingDeleteTransaction is null) return;
|
||||
showDeleteModal = false;
|
||||
await TransactionService.DeleteTransactionAsync(pendingDeleteTransaction.Id, userId);
|
||||
pendingDeleteTransaction = null;
|
||||
await RefreshData();
|
||||
}
|
||||
|
||||
private async Task DeleteSeries()
|
||||
{
|
||||
if (userId is null || pendingDeleteTransaction is null) return;
|
||||
showDeleteModal = false;
|
||||
await TransactionService.DeleteTransactionSeriesAsync(pendingDeleteTransaction.Id, userId);
|
||||
pendingDeleteTransaction = null;
|
||||
await RefreshData();
|
||||
}
|
||||
|
||||
private void CancelDelete()
|
||||
{
|
||||
showDeleteModal = false;
|
||||
pendingDeleteTransaction = null;
|
||||
}
|
||||
|
||||
private async Task MarkAsPaid(int id, bool isPaid)
|
||||
{
|
||||
if (userId is null) return;
|
||||
await TransactionService.MarkAsPaidAsync(id, userId, isPaid);
|
||||
selectedTransactionId = null;
|
||||
await RefreshData();
|
||||
}
|
||||
|
||||
private static string GetRecurrenceLabel(Transaction t)
|
||||
{
|
||||
if (t.RecurrenceType != RecurrenceType.None)
|
||||
return t.RecurrenceType.ToString();
|
||||
return t.ParentTransaction?.RecurrenceType.ToString() ?? "Recurring";
|
||||
}
|
||||
|
||||
private void ComputeProjectedBalances()
|
||||
{
|
||||
projectedBalances.Clear();
|
||||
if (data is null) return;
|
||||
|
||||
var accountBalances = data.Accounts.ToDictionary(a => a.Id, a => a.CurrentBalance);
|
||||
|
||||
foreach (var t in data.UpcomingTransactions)
|
||||
{
|
||||
if (!accountBalances.ContainsKey(t.AccountId)) continue;
|
||||
|
||||
accountBalances[t.AccountId] += t.Type == TransactionType.Income ? t.Amount : -t.Amount;
|
||||
projectedBalances[t.Id] = accountBalances[t.AccountId];
|
||||
}
|
||||
}
|
||||
|
||||
private async Task RefreshData()
|
||||
{
|
||||
if (userId is null) return;
|
||||
await SalaryService.MaterializeSalaryTransactionsAsync(userId, windowEnd);
|
||||
data = await DashboardService.GetDashboardDataAsync(userId, windowStart, windowEnd);
|
||||
chartDataVersion++;
|
||||
ComputeProjectedBalances();
|
||||
recentPage = 1;
|
||||
upcomingPage = 1;
|
||||
}
|
||||
|
||||
private async Task SetWindow(int days)
|
||||
{
|
||||
windowPreset = days switch { 7 => "7d", 30 => "30d", 90 => "90d", 365 => "1y", _ => "custom" };
|
||||
windowStart = DateTime.Today;
|
||||
windowEnd = DateTime.Today.AddDays(days);
|
||||
await RefreshData();
|
||||
}
|
||||
|
||||
private async Task OnWindowDateChanged()
|
||||
{
|
||||
windowPreset = "custom";
|
||||
await RefreshData();
|
||||
}
|
||||
|
||||
public async ValueTask DisposeAsync()
|
||||
{
|
||||
try
|
||||
{
|
||||
await JS.InvokeVoidAsync("chartInterop.destroyChart", "balanceChart");
|
||||
}
|
||||
catch (JSDisconnectedException)
|
||||
{
|
||||
}
|
||||
}
|
||||
|
||||
private sealed class ModalTransactionForm : System.ComponentModel.DataAnnotations.IValidatableObject
|
||||
{
|
||||
[System.ComponentModel.DataAnnotations.Required(ErrorMessage = "Description is required")]
|
||||
[System.ComponentModel.DataAnnotations.MaxLength(200)]
|
||||
public string Description { get; set; } = string.Empty;
|
||||
|
||||
[System.ComponentModel.DataAnnotations.Range(0.01, (double)decimal.MaxValue, ErrorMessage = "Amount must be greater than zero")]
|
||||
public decimal Amount { get; set; }
|
||||
|
||||
public DateTime Date { get; set; } = DateTime.Today;
|
||||
|
||||
public TransactionType Type { get; set; } = TransactionType.Expense;
|
||||
|
||||
public int AccountId { get; set; }
|
||||
|
||||
public int? CategoryId { get; set; }
|
||||
|
||||
public RecurrenceType RecurrenceType { get; set; } = RecurrenceType.None;
|
||||
|
||||
public DateTime? RecurrenceEndDate { get; set; }
|
||||
|
||||
public IEnumerable<System.ComponentModel.DataAnnotations.ValidationResult> Validate(System.ComponentModel.DataAnnotations.ValidationContext validationContext)
|
||||
{
|
||||
if (RecurrenceType != RecurrenceType.None && RecurrenceEndDate.HasValue)
|
||||
{
|
||||
var maxEnd = Date.AddYears(1);
|
||||
if (RecurrenceEndDate.Value > maxEnd)
|
||||
{
|
||||
yield return new System.ComponentModel.DataAnnotations.ValidationResult(
|
||||
"Recurrence end date cannot be more than 1 year from the transaction date.",
|
||||
[nameof(RecurrenceEndDate)]);
|
||||
}
|
||||
if (RecurrenceEndDate.Value <= Date)
|
||||
{
|
||||
yield return new System.ComponentModel.DataAnnotations.ValidationResult(
|
||||
"Recurrence end date must be after the transaction date.",
|
||||
[nameof(RecurrenceEndDate)]);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
Reference in new issue
Block a user