feat(transactions): işlem formu, bölme, liste, filtreler, ayrıntı ve CSV

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
2026-11-05 03:23:30 +03:00
parent 1208e2d1eb
commit dcfa2f8c8d
8 changed files with 1761 additions and 75 deletions
@@ -0,0 +1,821 @@
"use client";
import { zodResolver } from "@hookform/resolvers/zod";
import { ChevronDown, Loader2, Plus, Split, Trash2, Wand2 } from "lucide-react";
import Link from "next/link";
import { useEffect, useMemo, useRef, useState } from "react";
import { Controller, useFieldArray, useForm, useWatch, type Resolver } from "react-hook-form";
import { toast } from "sonner";
import { IconBadge } from "@/components/appearance/swatch";
import { MoneyInput } from "@/components/money-input";
import { ResponsiveDialog } from "@/components/responsive-dialog";
import { Button } from "@/components/ui/button";
import { Collapsible, CollapsibleContent, CollapsibleTrigger } from "@/components/ui/collapsible";
import { Field, FieldDescription, FieldError, FieldGroup, FieldLabel } from "@/components/ui/field";
import { Input } from "@/components/ui/input";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { Skeleton } from "@/components/ui/skeleton";
import { Tabs, TabsList, TabsTrigger } from "@/components/ui/tabs";
import { tr } from "@/i18n/tr";
import { cn } from "@/lib/utils";
import { todayIstanbul } from "@/shared/dates";
import { formatMoney } from "@/shared/format";
import { formatMoneyInput, parseMoney } from "@/shared/money";
import { transactionFormSchema, type TransactionForm } from "@/shared/schemas/transaction";
import { MAX_SPLITS, TRANSACTION_TYPES, type TransactionType } from "@/shared/transactions";
import {
createTransactionAction,
getTransactionFormOptionsAction,
searchPayeesAction,
updateTransactionAction,
} from "../actions";
import type { PayeeSuggestion, TransactionDetail, TransactionFormOptions } from "../service";
const t = tr.transactions;
const f = t.fields;
export type TransactionFormMode =
| { kind: "create"; type: TransactionType }
| { kind: "edit"; transaction: TransactionDetail }
| { kind: "copy"; transaction: TransactionDetail };
type SplitValue = { categoryId: string; amount: string; note: string };
type FormValues = {
type: TransactionType;
amount: string;
date: string;
accountId: string;
toAccountId: string;
categoryId: string;
splits: SplitValue[];
payee: string;
description: string;
tags: string;
};
function toValues(mode: TransactionFormMode, options: TransactionFormOptions | null): FormValues {
if (mode.kind === "create") {
return {
type: mode.type,
amount: "",
date: todayIstanbul(),
accountId: options?.accounts[0]?.id ?? "",
toAccountId: "",
categoryId: "",
splits: [],
payee: "",
description: "",
tags: "",
};
}
const x = mode.transaction;
return {
type: x.type,
amount: formatMoneyInput(x.amountMinor),
date: mode.kind === "copy" ? todayIstanbul() : x.date,
accountId: x.account.id,
toAccountId: x.toAccount?.id ?? "",
categoryId: x.categoryId ?? "",
splits: x.splits.map((s) => ({
categoryId: s.categoryId,
amount: formatMoneyInput(s.amountMinor),
note: s.note,
})),
payee: x.payeeName,
description: x.description,
tags: x.tags.join(", "),
};
}
function AccountSelect({
id,
value,
onChange,
accounts,
invalid,
exclude,
}: {
id: string;
value: string;
onChange: (v: string) => void;
accounts: {
id: string;
name: string;
icon?: TransactionFormOptions["accounts"][number]["icon"];
color?: TransactionFormOptions["accounts"][number]["color"];
}[];
invalid?: boolean;
exclude?: string;
}) {
const current = accounts.find((a) => a.id === value);
return (
<Select value={value || undefined} onValueChange={onChange}>
<SelectTrigger id={id} className="w-full" aria-invalid={invalid}>
<SelectValue placeholder={f.selectAccount}>{current?.name}</SelectValue>
</SelectTrigger>
<SelectContent className="max-h-72">
{accounts
.filter((a) => a.id !== exclude)
.map((a) => (
<SelectItem key={a.id} value={a.id}>
{a.icon && a.color ? (
<IconBadge
icon={a.icon}
color={a.color}
size="sm"
className="size-5 [&_svg]:size-3"
/>
) : null}
{a.name}
</SelectItem>
))}
</SelectContent>
</Select>
);
}
function CategorySelect({
id,
value,
onChange,
options,
appearance,
invalid,
className,
}: {
id: string;
value: string;
onChange: (v: string) => void;
options: TransactionFormOptions["categories"];
appearance: TransactionFormOptions["categoryAppearance"];
invalid?: boolean;
className?: string;
}) {
const current = options.find((o) => o.id === value);
return (
<Select value={value || undefined} onValueChange={onChange}>
<SelectTrigger id={id} className={cn("w-full", className)} aria-invalid={invalid}>
<SelectValue placeholder={f.selectCategory}>{current?.path}</SelectValue>
</SelectTrigger>
<SelectContent className="max-h-80">
{options.map((o) => {
const look = appearance[o.id];
return (
<SelectItem key={o.id} value={o.id}>
<span
className="flex items-center gap-2"
style={{ paddingInlineStart: `${o.depth * 1}rem` }}
>
{look ? (
<IconBadge
icon={look.icon}
color={look.color}
size="sm"
className="size-5 [&_svg]:size-3"
/>
) : null}
<span className={o.depth === 0 ? "font-medium" : undefined}>{o.label}</span>
</span>
</SelectItem>
);
})}
</SelectContent>
</Select>
);
}
/** Satıcı alanı: yazdıkça öneri; seçilince son kullanılan kategori/hesap önerilir. */
function PayeeInput({
value,
onChange,
onPick,
}: {
value: string;
onChange: (v: string) => void;
onPick: (p: PayeeSuggestion) => void;
}) {
const [items, setItems] = useState<PayeeSuggestion[]>([]);
const [open, setOpen] = useState(false);
const [active, setActive] = useState(-1);
const timer = useRef<ReturnType<typeof setTimeout> | null>(null);
function query(v: string) {
if (timer.current) clearTimeout(timer.current);
timer.current = setTimeout(async () => {
const res = await searchPayeesAction(v);
setItems(
res.filter(
(p) =>
p.name.toLocaleLowerCase("tr-TR") !== v.trim().toLocaleLowerCase("tr-TR") ||
res.length > 1,
),
);
setActive(-1);
}, 150);
}
function pick(p: PayeeSuggestion) {
onChange(p.name);
onPick(p);
setOpen(false);
}
return (
<div className="relative">
<Input
id="tx-payee"
value={value}
placeholder={f.payeePlaceholder}
autoComplete="off"
role="combobox"
aria-expanded={open && items.length > 0}
aria-controls="tx-payee-list"
aria-autocomplete="list"
onChange={(e) => {
onChange(e.target.value);
setOpen(true);
query(e.target.value);
}}
onFocus={() => {
setOpen(true);
query(value);
}}
onBlur={() => setTimeout(() => setOpen(false), 150)}
onKeyDown={(e) => {
if (!open || !items.length) return;
if (e.key === "ArrowDown") {
e.preventDefault();
setActive((i) => Math.min(i + 1, items.length - 1));
} else if (e.key === "ArrowUp") {
e.preventDefault();
setActive((i) => Math.max(i - 1, 0));
} else if (e.key === "Enter" && active >= 0) {
e.preventDefault();
pick(items[active]!);
} else if (e.key === "Escape") setOpen(false);
}}
/>
{open && items.length > 0 ? (
<ul
id="tx-payee-list"
role="listbox"
className="absolute z-50 mt-1 max-h-56 w-full overflow-y-auto rounded-lg border bg-popover p-1 text-popover-foreground shadow-md"
>
{items.map((p, i) => (
<li
key={p.name}
role="option"
aria-selected={i === active}
onMouseDown={(e) => {
e.preventDefault();
pick(p);
}}
className="cursor-pointer rounded-md px-2 py-1.5 text-sm hover:bg-accent aria-selected:bg-accent"
>
{p.name}
</li>
))}
</ul>
) : null}
</div>
);
}
export function TransactionFormDialog({
mode,
onOpenChange,
}: {
mode: TransactionFormMode | null;
onOpenChange: (open: boolean) => void;
}) {
const [options, setOptions] = useState<TransactionFormOptions | null>(null);
const [loadError, setLoadError] = useState<string | null>(null);
const [advancedOpen, setAdvancedOpen] = useState(false);
const [suggested, setSuggested] = useState(false);
const form = useForm<FormValues, unknown, TransactionForm>({
// FormValues, şemanın giriş şekliyle birebir (tutarlar string; zod kuruşa çevirir).
resolver: zodResolver(transactionFormSchema) as unknown as Resolver<
FormValues,
unknown,
TransactionForm
>,
defaultValues: toValues({ kind: "create", type: "expense" }, null),
});
const splits = useFieldArray({ control: form.control, name: "splits" });
// Form her açıldığında seçenekleri sunucudan al (hesaplar/kategoriler güncel olsun).
useEffect(() => {
if (!mode) return;
let cancelled = false;
getTransactionFormOptionsAction().then((res) => {
if (cancelled) return;
if (!res.ok) {
setLoadError(res.error);
return;
}
setLoadError(null);
setOptions(res.data);
form.reset(toValues(mode, res.data));
});
return () => {
cancelled = true;
};
}, [mode, form]);
const type = useWatch({ control: form.control, name: "type" });
const amount = useWatch({ control: form.control, name: "amount" });
const accountId = useWatch({ control: form.control, name: "accountId" });
const splitValues = useWatch({ control: form.control, name: "splits" });
const splitMode = splits.fields.length > 0;
// Düzenlemede arşivli/kapalı hesap veya kategori seçenek listesinde yoksa ekle (kaybolmasın).
const accounts = useMemo(() => {
const list = [...(options?.accounts ?? [])];
if (mode && mode.kind !== "create") {
for (const a of [mode.transaction.account, mode.transaction.toAccount]) {
if (a && !list.some((x) => x.id === a.id))
list.push({ ...a, type: "bank", icon: "wallet", color: "slate" });
}
}
return list;
}, [options, mode]);
const categories = useMemo(() => {
const kind = type === "income" ? "income" : "expense";
const list = (options?.categories ?? []).filter((c) => c.kind === kind);
if (mode && mode.kind !== "create") {
const extra = [
...(mode.transaction.category
? [{ id: mode.transaction.category.id, path: mode.transaction.category.path }]
: []),
...mode.transaction.splits.map((s) => ({ id: s.categoryId, path: s.path })),
];
for (const c of extra) {
if (!list.some((x) => x.id === c.id))
list.push({ id: c.id, label: c.path, path: c.path, depth: 0, kind });
}
}
return list;
}, [options, type, mode]);
const totalMinor = parseMoney(amount ?? "") ?? 0;
const splitSum = (splitValues ?? []).reduce((a, s) => a + (parseMoney(s.amount ?? "") ?? 0), 0);
const remaining = totalMinor - splitSum;
function handleOpenChange(open: boolean) {
if (!open) {
setAdvancedOpen(false);
setSuggested(false);
}
onOpenChange(open);
}
function changeType(next: TransactionType) {
form.setValue("type", next);
// Kategoriler türe bağlıdır; tür değişince temizlenir.
form.setValue("categoryId", "");
splits.replace([]);
if (next !== "transfer") form.setValue("toAccountId", "");
form.clearErrors();
}
function toggleSplit() {
if (splitMode) {
splits.replace([]);
return;
}
const first = form.getValues("categoryId");
splits.replace([
{ categoryId: first, amount: form.getValues("amount"), note: "" },
{ categoryId: "", amount: "", note: "" },
]);
form.setValue("categoryId", "");
setAdvancedOpen(true);
}
function fillRemaining() {
const last = splits.fields.length - 1;
if (last < 0) return;
const current = parseMoney(form.getValues(`splits.${last}.amount`) ?? "") ?? 0;
const next = current + remaining;
if (next > 0)
form.setValue(`splits.${last}.amount`, formatMoneyInput(next), { shouldValidate: true });
}
function onPayeePicked(p: PayeeSuggestion) {
let changed = false;
// Kullanıcı seçimini ezme: yalnızca boş alanları doldur.
if (p.lastAccountId && !form.getValues("accountId")) {
form.setValue("accountId", p.lastAccountId);
changed = true;
} else if (p.lastAccountId && form.formState.dirtyFields.accountId === undefined) {
form.setValue("accountId", p.lastAccountId);
changed = true;
}
if (
p.lastCategoryId &&
!splitMode &&
!form.getValues("categoryId") &&
p.lastType === form.getValues("type")
) {
form.setValue("categoryId", p.lastCategoryId);
changed = true;
}
setSuggested(changed);
}
async function onSubmit() {
if (!mode) return;
const values = form.getValues();
const payload = {
...values,
toAccountId: values.type === "transfer" ? values.toAccountId : "",
categoryId: values.type === "transfer" || values.splits.length ? "" : values.categoryId,
splits: values.type === "transfer" ? [] : values.splits,
};
const result =
mode.kind === "edit"
? await updateTransactionAction(mode.transaction.id, payload)
: await createTransactionAction(payload);
if (result.ok) {
toast.success(mode.kind === "edit" ? t.toast.updated : t.toast.created);
handleOpenChange(false);
return;
}
for (const [name, message] of Object.entries(result.fieldErrors ?? {})) {
if (!message) continue;
form.setError(name as keyof FormValues, { message });
if (name.startsWith("splits") || name === "tags") setAdvancedOpen(true);
}
if (!result.fieldErrors) form.setError("root", { message: result.error });
}
const title =
mode?.kind === "edit"
? t.editTitle
: mode?.kind === "copy"
? t.copyTitle
: t.createTitle[mode?.type ?? "expense"];
const loading = Boolean(mode) && !options && !loadError;
const noAccounts = options && options.accounts.length === 0;
const errors = form.formState.errors;
return (
<ResponsiveDialog
open={Boolean(mode)}
onOpenChange={handleOpenChange}
title={title}
footer={
noAccounts || loadError ? null : (
<>
<Button variant="outline" type="button" onClick={() => handleOpenChange(false)}>
{tr.common.cancel}
</Button>
<Button
type="submit"
form="transaction-form"
disabled={form.formState.isSubmitting || loading}
>
{form.formState.isSubmitting ? <Loader2 className="animate-spin" /> : null}
{tr.common.save}
</Button>
</>
)
}
>
{loadError ? (
<p className="text-sm text-destructive">{loadError}</p>
) : loading ? (
<div className="flex flex-col gap-4" role="status" aria-label={tr.common.loading}>
<Skeleton className="h-9 w-full" />
<Skeleton className="h-12 w-full" />
<Skeleton className="h-9 w-full" />
<Skeleton className="h-9 w-full" />
</div>
) : noAccounts ? (
<div className="flex flex-col items-start gap-3 text-sm">
<p className="text-muted-foreground">{t.noAccounts}</p>
<Button asChild size="sm" onClick={() => handleOpenChange(false)}>
<Link href="/hesaplar">{t.noAccountsLink}</Link>
</Button>
</div>
) : (
<form id="transaction-form" onSubmit={form.handleSubmit(onSubmit)} noValidate>
<FieldGroup>
{mode?.kind !== "edit" ? (
<Tabs value={type} onValueChange={(v) => changeType(v as TransactionType)}>
<TabsList className="w-full">
{TRANSACTION_TYPES.map((x) => (
<TabsTrigger key={x} value={x} className="flex-1">
{t.types[x]}
</TabsTrigger>
))}
</TabsList>
</Tabs>
) : null}
<div className="grid gap-4 sm:grid-cols-[1fr_auto]">
<Controller
name="amount"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-amount">{f.amount}</FieldLabel>
<MoneyInput
id="tx-amount"
name={field.name}
value={field.value}
onChange={field.onChange}
onBlur={field.onBlur}
placeholder="0,00"
className="h-11 text-lg"
autoFocus={mode?.kind === "create"}
aria-invalid={fieldState.invalid}
/>
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
<Controller
name="date"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-date">{f.date}</FieldLabel>
<Input
{...field}
id="tx-date"
type="date"
className="h-11"
aria-invalid={fieldState.invalid}
/>
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
</div>
<div className={cn("grid gap-4", type === "transfer" && "sm:grid-cols-2")}>
<Controller
name="accountId"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-account">
{type === "transfer" ? f.fromAccount : f.account}
</FieldLabel>
<AccountSelect
id="tx-account"
value={field.value}
onChange={field.onChange}
accounts={accounts}
invalid={fieldState.invalid}
/>
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
{type === "transfer" ? (
<Controller
name="toAccountId"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-to-account">{f.toAccount}</FieldLabel>
<AccountSelect
id="tx-to-account"
value={field.value}
onChange={field.onChange}
accounts={accounts}
exclude={accountId}
invalid={fieldState.invalid}
/>
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
) : null}
</div>
{type !== "transfer" && !splitMode ? (
<Controller
name="categoryId"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-category">{f.category}</FieldLabel>
<div className="flex gap-2">
<CategorySelect
id="tx-category"
value={field.value}
onChange={field.onChange}
options={categories}
appearance={options?.categoryAppearance ?? {}}
invalid={fieldState.invalid}
/>
<Button
type="button"
variant="outline"
size="icon"
onClick={toggleSplit}
title={f.split}
aria-label={f.split}
>
<Split />
</Button>
</div>
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
) : null}
<Controller
name="payee"
control={form.control}
render={({ field }) => (
<Field>
<FieldLabel htmlFor="tx-payee">{f.payee}</FieldLabel>
<PayeeInput
value={field.value}
onChange={field.onChange}
onPick={onPayeePicked}
/>
{suggested ? <FieldDescription>{f.suggested}</FieldDescription> : null}
</Field>
)}
/>
<Controller
name="description"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-description">{f.description}</FieldLabel>
<Input {...field} id="tx-description" aria-invalid={fieldState.invalid} />
{fieldState.invalid ? <FieldError errors={[fieldState.error]} /> : null}
</Field>
)}
/>
<Collapsible open={advancedOpen} onOpenChange={setAdvancedOpen}>
<CollapsibleTrigger asChild>
<Button type="button" variant="ghost" className="-ml-2 w-fit">
<ChevronDown
className={cn("transition-transform", advancedOpen && "rotate-180")}
/>
{f.advanced}
{splitMode ? (
<span className="text-xs text-muted-foreground">
· {t.list.split(splits.fields.length)}
</span>
) : null}
</Button>
</CollapsibleTrigger>
<CollapsibleContent className="pt-3">
<FieldGroup>
<Controller
name="tags"
control={form.control}
render={({ field, fieldState }) => (
<Field data-invalid={fieldState.invalid}>
<FieldLabel htmlFor="tx-tags">{f.tags}</FieldLabel>
<Input {...field} id="tx-tags" aria-describedby="tx-tags-hint" />
<FieldDescription id="tx-tags-hint">{f.tagsHint}</FieldDescription>
</Field>
)}
/>
{type !== "transfer" ? (
<div className="flex flex-col gap-3 rounded-xl border p-3">
<div className="flex items-center justify-between gap-2">
<div>
<p className="text-sm font-medium">{f.split}</p>
<p className="text-xs text-muted-foreground">{f.splitHint}</p>
</div>
<Button
type="button"
variant={splitMode ? "outline" : "secondary"}
size="sm"
onClick={toggleSplit}
>
<Split />
{splitMode ? tr.common.cancel : f.split}
</Button>
</div>
{splits.fields.map((row, i) => (
<div
key={row.id}
className="grid grid-cols-[1fr_8rem_auto] items-start gap-2"
>
<Controller
name={`splits.${i}.categoryId`}
control={form.control}
render={({ field, fieldState }) => (
<div>
<CategorySelect
id={`tx-split-${i}-category`}
value={field.value}
onChange={field.onChange}
options={categories}
appearance={options?.categoryAppearance ?? {}}
invalid={fieldState.invalid}
/>
{fieldState.invalid ? (
<FieldError errors={[fieldState.error]} />
) : null}
</div>
)}
/>
<Controller
name={`splits.${i}.amount`}
control={form.control}
render={({ field, fieldState }) => (
<MoneyInput
id={`tx-split-${i}-amount`}
aria-label={`${f.amount} ${i + 1}`}
name={field.name}
value={field.value}
onChange={field.onChange}
onBlur={field.onBlur}
placeholder="0,00"
aria-invalid={fieldState.invalid}
/>
)}
/>
<Button
type="button"
variant="ghost"
size="icon"
onClick={() => splits.remove(i)}
disabled={splits.fields.length <= 2}
aria-label={f.removeSplit}
>
<Trash2 />
</Button>
<Controller
name={`splits.${i}.note`}
control={form.control}
render={({ field }) => (
<Input
{...field}
placeholder={f.splitNote}
aria-label={`${f.splitNote} ${i + 1}`}
className="col-span-2 h-8 text-sm"
/>
)}
/>
</div>
))}
{splitMode ? (
<div className="flex flex-wrap items-center gap-2">
<Button
type="button"
variant="outline"
size="sm"
onClick={() => splits.append({ categoryId: "", amount: "", note: "" })}
disabled={splits.fields.length >= MAX_SPLITS}
>
<Plus />
{f.addSplit}
</Button>
<span
role="status"
className={cn(
"ml-auto text-sm tabular-nums",
remaining === 0 ? "text-income" : "text-expense",
)}
>
{remaining === 0
? f.remainingOk
: `${f.remaining}: ${formatMoney(remaining)}`}
</span>
{remaining !== 0 ? (
<Button type="button" variant="ghost" size="sm" onClick={fillRemaining}>
<Wand2 />
{f.fillRemaining}
</Button>
) : null}
</div>
) : null}
{errors.splits?.message || errors.splits?.root?.message ? (
<FieldError>
{errors.splits.message ?? errors.splits.root?.message}
</FieldError>
) : null}
</div>
) : null}
</FieldGroup>
</CollapsibleContent>
</Collapsible>
{errors.root ? <FieldError>{errors.root.message}</FieldError> : null}
</FieldGroup>
</form>
)}
</ResponsiveDialog>
);
}