fix recurrent spendings

This commit is contained in:
davmar
2026-09-10 09:23:40 +02:00
parent 5b22fc8694
commit 200ff72e2e
6 changed files with 116 additions and 150 deletions
+42 -18
View File
@@ -34,7 +34,6 @@ class LookAheadScreen extends StatefulWidget {
class _LookAheadScreenState extends State<LookAheadScreen> {
var _period = _PeriodMode.monthly;
late DateTime _cursor;
var _didBackfill = false;
List<RecurringItem>? _cachedItems;
int? _itemsCacheKey;
@@ -135,16 +134,6 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
final theme = Theme.of(context);
final colors = theme.colorScheme;
if (!_didBackfill && bank.transactions.isNotEmpty) {
_didBackfill = true;
WidgetsBinding.instance.addPostFrameCallback((_) {
if (!mounted) return;
context
.read<TxMetaController>()
.ensureAutoRecurringTemplates(bank.transactions);
});
}
final balance = bank.balance;
final currency = balance?.currency ??
(bank.transactions.isNotEmpty
@@ -190,6 +179,17 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
}
}
// One occurrence of each template per month (template run-rate).
var monthlyIncome = 0.0;
var monthlyExpense = 0.0;
for (final item in items) {
if (item.amount >= 0) {
monthlyIncome += item.amount;
} else {
monthlyExpense += -item.amount;
}
}
return Scaffold(
appBar: AppBar(
title: const Text('Look ahead'),
@@ -303,7 +303,7 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
children: [
Expanded(
child: Text(
'Recurring templates',
'Recurring spendings',
style: theme.textTheme.titleMedium,
),
),
@@ -317,8 +317,8 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
const SizedBox(height: 4),
Text(
items.isEmpty
? 'Mark transactions as recurring, or create a template.'
: '${items.length} template${items.length == 1 ? '' : 's'} · '
? 'Create a spending from a transaction, or tap New.'
: '${items.length} spending${items.length == 1 ? '' : 's'} · '
'projected income ${formatMoney(income, currency)} · '
'expenses ${formatMoney(expenses, currency)}.',
style: theme.textTheme.bodySmall?.copyWith(
@@ -326,13 +326,37 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
),
),
const SizedBox(height: 10),
Row(
children: [
Expanded(
child: _SummaryCard(
icon: Icons.south_west,
iconBackground: AppTheme.accent.withValues(alpha: 0.18),
iconColor: AppTheme.accent,
amount: formatMoney(monthlyIncome, currency),
label: 'Monthly income',
),
),
const SizedBox(width: 12),
Expanded(
child: _SummaryCard(
icon: Icons.north_east,
iconBackground: AppTheme.expense.withValues(alpha: 0.18),
iconColor: AppTheme.expense,
amount: formatMoney(monthlyExpense, currency),
label: 'Monthly expense',
),
),
],
),
const SizedBox(height: 10),
if (items.isEmpty)
const EmptyState(
icon: Icons.event_repeat_outlined,
title: 'No recurring templates',
title: 'No recurring spendings',
message:
'Mark a transaction as recurring, or tap New to base a '
'template on a transaction or label average.',
'Open a transaction and tap Create recurring spending, '
'or use New to pick a transaction or label average.',
)
else
Card(
@@ -584,7 +608,7 @@ class _TemplateTile extends StatelessWidget {
return ListTile(
leading: IconButton(
tooltip: 'Edit template',
tooltip: 'Edit spending',
icon: Icon(Icons.tune, color: colors.primary),
onPressed: tpl == null
? null
+21 -9
View File
@@ -11,6 +11,7 @@ import '../providers/tx_meta_provider.dart';
import '../utils/app_theme.dart';
import '../utils/helpers.dart';
import '../widgets/label_parent_picker.dart';
import '../widgets/recurring_template_sheet.dart';
import '../widgets/responsive_body.dart';
import '../widgets/similar_match_dialog.dart';
@@ -409,17 +410,28 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
),
),
const SizedBox(height: 8),
SwitchListTile(
ListTile(
contentPadding: EdgeInsets.zero,
secondary: const Icon(Icons.autorenew),
title: const Text('Recurring'),
subtitle: const Text('Salary, mortgage, subscriptions…'),
value: meta.recurring,
onChanged: _busy
leading: Icon(
Icons.event_repeat,
color: colors.primary,
),
title: const Text('Create recurring spending'),
subtitle: Text(
metaController.hasRecurringSpendingForTx(tx.id)
? 'Already on Look ahead — tap to add another'
: 'Add this transaction to Look ahead',
style: theme.textTheme.bodySmall?.copyWith(
color: colors.onSurfaceVariant,
),
),
trailing: const Icon(Icons.chevron_right),
onTap: _busy
? null
: (value) {
context.read<TxMetaController>().setRecurring(tx, value);
},
: () => showCreateRecurringTemplateSheet(
context,
initialTx: tx,
),
),
SwitchListTile(
contentPadding: EdgeInsets.zero,
+1 -16
View File
@@ -61,7 +61,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
var _showCalendar = false;
var _flowFilter = TxFlowFilter.all;
var _amountRange = const TxAmountRange();
var _recurringOnly = false;
/// Query actually used for filtering (Enter, or live once ≥3 chars).
String _activeQuery = '';
@@ -97,13 +96,11 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
bool get _hasListFilters =>
_labelFilters.isNotEmpty ||
_flowFilter != TxFlowFilter.all ||
_amountRange.isActive ||
_recurringOnly;
_amountRange.isActive;
bool _matchesExtraFilters(BankTransaction tx, TxMetaController meta) {
if (!txMatchesFlow(tx, _flowFilter)) return false;
if (!txMatchesAmountRange(tx, _amountRange)) return false;
if (_recurringOnly && !meta.metaFor(tx).recurring) return false;
return true;
}
@@ -172,7 +169,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
amountRange: _amountRange,
query: _activeQuery,
monthOnly: _searchInMonthOnly,
recurringOnly: _recurringOnly,
),
);
if (result == null || !mounted) return;
@@ -184,7 +180,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
_flowFilter = result.flow;
_amountRange = result.amountRange;
_searchInMonthOnly = result.monthOnly;
_recurringOnly = result.recurringOnly;
if (!_searchInMonthOnly) {
_showCalendar = false;
_selectedDay = null;
@@ -682,15 +677,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
);
},
),
if (_recurringOnly)
InputChip(
visualDensity: VisualDensity.compact,
avatar: const Icon(Icons.event_repeat, size: 14),
label: const Text('Recurring'),
onDeleted: () {
setState(() => _recurringOnly = false);
},
),
for (final id in _labelFilters)
if (id == kUncategorizedFilterId)
InputChip(
@@ -968,7 +954,6 @@ class _CompactTransactionTile extends StatelessWidget {
formatIsoDate(tx.date),
if (labels.isNotEmpty)
labels.map((l) => l.name).join(', '),
if (meta.recurring) 'Recurring',
if (meta.internalTransfer) 'Transfer',
if (meta.hasNotes) 'Note',
if (tx.pending) 'Pending',