ing connected, makign some features
This commit is contained in:
davmar
@@ -1,7 +1,7 @@
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/// Local category / notes / recurring annotations for bank transactions.
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/// Local labels / notes / recurring annotations for bank transactions.
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library;
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import 'package:flutter/foundation.dart';
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import 'package:flutter/material.dart';
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import '../models/bank.dart';
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import '../models/transaction_meta.dart';
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@@ -11,54 +11,195 @@ class TxMetaController extends ChangeNotifier {
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TxMetaController(this._storage) {
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final loaded = _storage.loadTxMetaStore();
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_byId = Map.of(loaded.byId);
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_categoryByDescription = Map.of(loaded.categoryByDescription);
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_labelsByMerchant = {
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for (final e in loaded.labelsByMerchant.entries)
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e.key: List<String>.of(e.value),
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};
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_notesByMerchant = Map.of(loaded.notesByMerchant);
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_exactTemplates = Map.of(loaded.exactTemplates);
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_customLabels = List.of(loaded.customLabels);
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}
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final StorageService _storage;
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Map<String, TxMeta> _byId = {};
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Map<String, TxCategory> _categoryByDescription = {};
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Map<String, List<String>> _labelsByMerchant = {};
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Map<String, String> _notesByMerchant = {};
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Map<String, TxExactTemplate> _exactTemplates = {};
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List<TxLabel> _customLabels = [];
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/// Resolved meta: per-id overrides + inherited category / notes rules.
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/// Built-in + custom labels available for picking.
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List<TxLabel> get allLabels => [...kBuiltinLabels, ..._customLabels];
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List<TxLabel> get customLabels => List.unmodifiable(_customLabels);
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TxLabel? labelById(String? id) {
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if (id == null || id.isEmpty) return null;
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for (final label in allLabels) {
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if (label.id == id) return label;
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}
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return null;
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}
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List<TxLabel> labelsFor(TxMeta meta) {
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return [
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for (final id in meta.labelIds)
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if (labelById(id) != null) labelById(id)!,
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];
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}
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/// Resolved meta: per-id overrides + inherited merchant rules.
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TxMeta metaFor(BankTransaction tx) {
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final stored = _byId[tx.id];
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final template = _exactTemplates[tx.exactKey];
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final inheritedCategory = _categoryByDescription[tx.descriptionKey];
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final inheritedLabels = _labelsByMerchant[tx.merchantKey] ??
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_labelsByMerchant[tx.descriptionKey];
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final inheritedNotes = _notesByMerchant[tx.merchantKey] ??
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_notesByMerchant[tx.descriptionKey];
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final category = stored != null && stored.hasCategory
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? stored.category
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: (inheritedCategory ?? TxCategory.uncategorized);
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final labelIds = stored != null && stored.hasLabel
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? stored.labelIds
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: (inheritedLabels ?? const <String>[]);
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final notes = stored != null && stored.hasNotes
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? stored.notes
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: (template?.notes ?? '');
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: (template != null && template.notes.trim().isNotEmpty
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? template.notes
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: (inheritedNotes ?? ''));
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final recurring = stored?.recurring ?? template?.recurring ?? false;
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return TxMeta(
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category: category,
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labelIds: List<String>.of(labelIds),
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notes: notes,
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recurring: recurring,
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);
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}
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Future<void> setCategory(BankTransaction tx, TxCategory category) async {
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final current = metaFor(tx);
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_byId = {
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..._byId,
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tx.id: current.copyWith(category: category),
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};
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if (category == TxCategory.uncategorized) {
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_categoryByDescription = Map.of(_categoryByDescription)
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..remove(tx.descriptionKey);
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} else {
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_categoryByDescription = {
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..._categoryByDescription,
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tx.descriptionKey: category,
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};
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int countSimilar(
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BankTransaction prototype,
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List<BankTransaction> all,
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) {
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final key = prototype.merchantKey;
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if (key.isEmpty) return 1;
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return all.where((tx) => tx.merchantKey == key).length;
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}
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List<BankTransaction> similarTo(
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BankTransaction prototype,
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List<BankTransaction> all,
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) {
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final key = prototype.merchantKey;
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if (key.isEmpty) return [prototype];
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return [
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for (final tx in all)
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if (tx.merchantKey == key) tx,
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];
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}
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Future<void> setLabels(
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BankTransaction tx,
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List<String> labelIds, {
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List<BankTransaction> applyToSimilar = const [],
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}) async {
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final cleaned = <String>[
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for (final id in labelIds)
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if (id.isNotEmpty) id,
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];
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// Deduplicate while preserving order.
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final unique = <String>[];
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for (final id in cleaned) {
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if (!unique.contains(id)) unique.add(id);
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}
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final scope = applyToSimilar.isEmpty ? [tx] : applyToSimilar;
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final nextById = Map<String, TxMeta>.of(_byId);
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for (final other in scope) {
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if (applyToSimilar.isNotEmpty &&
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other.merchantKey != tx.merchantKey) {
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continue;
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}
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final current = metaFor(other);
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nextById[other.id] = unique.isEmpty
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? current.copyWith(clearLabels: true)
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: current.copyWith(labelIds: unique);
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}
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_byId = nextById;
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final nextRules = Map<String, List<String>>.of(_labelsByMerchant);
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if (unique.isEmpty) {
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nextRules.remove(tx.merchantKey);
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nextRules.remove(tx.descriptionKey);
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} else {
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nextRules[tx.merchantKey] = unique;
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}
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_labelsByMerchant = nextRules;
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await _persist();
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}
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Future<void> toggleLabel(
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BankTransaction tx,
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String labelId, {
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List<BankTransaction> applyToSimilar = const [],
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}) async {
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final current = List<String>.of(metaFor(tx).labelIds);
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if (current.contains(labelId)) {
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current.remove(labelId);
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} else {
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current.add(labelId);
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}
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await setLabels(tx, current, applyToSimilar: applyToSimilar);
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}
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Future<void> clearLabels(
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BankTransaction tx, {
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List<BankTransaction> applyToSimilar = const [],
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}) {
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return setLabels(tx, const [], applyToSimilar: applyToSimilar);
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}
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Future<TxLabel> createLabel(String name) async {
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final trimmed = name.trim();
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if (trimmed.isEmpty) {
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throw ArgumentError('Label name required');
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}
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final color =
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kCustomLabelColors[_customLabels.length % kCustomLabelColors.length];
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final label = TxLabel(
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id: 'custom_${DateTime.now().millisecondsSinceEpoch}',
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name: trimmed,
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color: color,
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icon: Icons.label_outline,
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custom: true,
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);
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_customLabels = [..._customLabels, label];
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await _persist();
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return label;
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}
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Future<void> removeLabel(String labelId) async {
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_customLabels =
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_customLabels.where((label) => label.id != labelId).toList();
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final nextById = <String, TxMeta>{};
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for (final entry in _byId.entries) {
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if (entry.value.labelIds.contains(labelId)) {
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final next = entry.value.labelIds.where((id) => id != labelId).toList();
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nextById[entry.key] = next.isEmpty
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? entry.value.copyWith(clearLabels: true)
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: entry.value.copyWith(labelIds: next);
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} else {
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nextById[entry.key] = entry.value;
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}
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}
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_byId = nextById;
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_labelsByMerchant = {
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for (final entry in _labelsByMerchant.entries)
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if (entry.value.any((id) => id != labelId))
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entry.key: [
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for (final id in entry.value)
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if (id != labelId) id,
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],
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};
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await _persist();
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}
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@@ -79,24 +220,54 @@ class TxMetaController extends ChangeNotifier {
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await _persist();
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}
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Future<void> setNotes(BankTransaction tx, String notes) async {
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Future<void> setNotes(
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BankTransaction tx,
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String notes, {
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List<BankTransaction> applyToSimilar = const [],
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}) async {
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final trimmed = notes.trim();
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final current = metaFor(tx);
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_byId = {
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..._byId,
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tx.id: current.copyWith(notes: trimmed),
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};
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final existing = _exactTemplates[tx.exactKey] ?? const TxExactTemplate();
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if (trimmed.isEmpty && !existing.recurring && !current.recurring) {
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_exactTemplates = Map.of(_exactTemplates)..remove(tx.exactKey);
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final scope = applyToSimilar.isEmpty ? [tx] : applyToSimilar;
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final nextById = Map<String, TxMeta>.of(_byId);
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for (final other in scope) {
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if (applyToSimilar.isNotEmpty &&
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other.merchantKey != tx.merchantKey) {
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continue;
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}
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final current = metaFor(other);
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nextById[other.id] = current.copyWith(notes: trimmed);
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}
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_byId = nextById;
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if (applyToSimilar.isEmpty) {
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final current = metaFor(tx);
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final existing = _exactTemplates[tx.exactKey] ?? const TxExactTemplate();
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if (trimmed.isEmpty && !existing.recurring && !current.recurring) {
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_exactTemplates = Map.of(_exactTemplates)..remove(tx.exactKey);
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} else {
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_exactTemplates = {
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..._exactTemplates,
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tx.exactKey: TxExactTemplate(
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notes: trimmed,
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recurring: existing.recurring || current.recurring,
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),
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};
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}
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if (trimmed.isEmpty) {
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_notesByMerchant = Map.of(_notesByMerchant)
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..remove(tx.merchantKey)
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..remove(tx.descriptionKey);
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}
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} else {
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_exactTemplates = {
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..._exactTemplates,
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tx.exactKey: TxExactTemplate(
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notes: trimmed,
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recurring: existing.recurring || current.recurring,
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),
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};
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if (trimmed.isEmpty) {
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_notesByMerchant = Map.of(_notesByMerchant)
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..remove(tx.merchantKey)
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..remove(tx.descriptionKey);
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} else {
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_notesByMerchant = {
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..._notesByMerchant,
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tx.merchantKey: trimmed,
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};
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}
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}
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await _persist();
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}
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@@ -105,39 +276,43 @@ class TxMetaController extends ChangeNotifier {
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return setRecurring(tx, !metaFor(tx).recurring);
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}
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/// Search description, notes, category label, and date.
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/// Optional [categories] require a matching category when non-empty.
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/// Search description, notes, label name, and date.
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List<BankTransaction> search(
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List<BankTransaction> txs,
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String query, {
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Set<TxCategory> categories = const {},
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Set<String> labelIds = const {},
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}) {
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final needle = query.trim().toLowerCase();
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final hasText = needle.isNotEmpty;
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final hasCats = categories.isNotEmpty;
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if (!hasText && !hasCats) return txs;
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final hasLabels = labelIds.isNotEmpty;
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if (!hasText && !hasLabels) return txs;
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return txs.where((tx) {
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final meta = metaFor(tx);
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if (hasCats && !categories.contains(meta.category)) return false;
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if (hasLabels && !meta.labelIds.any(labelIds.contains)) {
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return false;
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}
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if (!hasText) return true;
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final labelNames = labelsFor(meta).map((l) => l.name.toLowerCase());
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return tx.description.toLowerCase().contains(needle) ||
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meta.notes.toLowerCase().contains(needle) ||
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meta.category.label.toLowerCase().contains(needle) ||
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labelNames.any((name) => name.contains(needle)) ||
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tx.date.toLowerCase().contains(needle) ||
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tx.amount.toString().contains(needle);
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}).toList(growable: false);
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}
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/// Categories currently used by [transactions] (excluding uncategorized).
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List<TxCategory> usedCategories(List<BankTransaction> transactions) {
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final found = <TxCategory>{};
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/// Labels currently used by [transactions].
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List<TxLabel> usedLabels(List<BankTransaction> transactions) {
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final found = <String>{};
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for (final tx in transactions) {
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final category = metaFor(tx).category;
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if (category != TxCategory.uncategorized) found.add(category);
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found.addAll(metaFor(tx).labelIds);
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}
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final list = found.toList()
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..sort((a, b) => a.label.compareTo(b.label));
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final list = [
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for (final label in allLabels)
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if (found.contains(label.id)) label,
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];
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list.sort((a, b) => a.name.compareTo(b.name));
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return list;
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}
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@@ -146,40 +321,62 @@ class TxMetaController extends ChangeNotifier {
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await _storage.saveTxMetaStore(
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TxMetaStoreData(
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byId: _byId,
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categoryByDescription: _categoryByDescription,
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labelsByMerchant: _labelsByMerchant,
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notesByMerchant: _notesByMerchant,
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exactTemplates: _exactTemplates,
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customLabels: _customLabels,
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),
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);
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}
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/// Absolute spend (outflows only) grouped by category.
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Map<TxCategory, double> spendByCategory(List<BankTransaction> txs) {
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final totals = <TxCategory, double>{};
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/// Absolute spend (outflows) per label. Multi-label txs count fully in each.
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Map<String, double> spendByLabel(List<BankTransaction> txs) {
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final totals = <String, double>{};
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for (final tx in txs) {
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if (tx.amount >= 0) continue;
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final category = metaFor(tx).category;
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totals[category] = (totals[category] ?? 0) + tx.amount.abs();
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final ids = metaFor(tx).labelIds;
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if (ids.isEmpty) continue;
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final amount = tx.amount.abs();
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for (final id in ids) {
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totals[id] = (totals[id] ?? 0) + amount;
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}
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}
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return totals;
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}
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/// Absolute spend grouped by calendar month key `yyyy-MM`.
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Map<String, double> spendByMonth(List<BankTransaction> txs) {
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final totals = <String, double>{};
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/// Unique labeled outflow total (no double-count for multi-label txs).
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double labeledSpendTotal(List<BankTransaction> txs) {
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var total = 0.0;
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for (final tx in txs) {
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if (tx.amount >= 0) continue;
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final key = _monthKey(tx.date);
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if (key == null) continue;
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totals[key] = (totals[key] ?? 0) + tx.amount.abs();
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if (!metaFor(tx).hasLabel) continue;
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total += tx.amount.abs();
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}
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final keys = totals.keys.toList()..sort();
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return {for (final key in keys) key: totals[key]!};
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return total;
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}
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String? _monthKey(String raw) {
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final parsed = DateTime.tryParse(raw);
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if (parsed == null) return null;
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final m = parsed.month.toString().padLeft(2, '0');
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return '${parsed.year}-$m';
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/// Absolute spend for each day in [month] (`yyyy-MM-dd` → amount).
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Map<String, double> spendByDayInMonth(
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List<BankTransaction> txs,
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DateTime month,
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) {
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final start = DateTime(month.year, month.month, 1);
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final end = DateTime(month.year, month.month + 1, 0);
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final totals = <String, double>{};
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for (var day = 1; day <= end.day; day++) {
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final key =
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'${start.year}-${start.month.toString().padLeft(2, '0')}-${day.toString().padLeft(2, '0')}';
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totals[key] = 0;
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}
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for (final tx in txs) {
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if (tx.amount >= 0) continue;
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final parsed = DateTime.tryParse(tx.date);
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if (parsed == null) continue;
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if (parsed.year != month.year || parsed.month != month.month) continue;
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final key =
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'${parsed.year}-${parsed.month.toString().padLeft(2, '0')}-${parsed.day.toString().padLeft(2, '0')}';
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totals[key] = (totals[key] ?? 0) + tx.amount.abs();
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}
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return totals;
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}
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}
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