look ahead

2026-09-10 00:35:54 +02:00
parent 91d6dc9e54
commit 5b22fc8694
20 changed files with 2942 additions and 799 deletions
@@ -19,6 +19,7 @@ class TxMetaController extends ChangeNotifier {
    };
    _notesByMerchant = Map.of(loaded.notesByMerchant);
    _exactTemplates = Map.of(loaded.exactTemplates);
+    _recurringTemplates = Map.of(loaded.recurringTemplates);
    _customLabels = List.of(loaded.customLabels);
    _labelParents = Map.of(loaded.labelParents);
  }
@@ -32,6 +33,7 @@ class TxMetaController extends ChangeNotifier {
  Map<String, List<String>> _labelsByMerchant = {};
  Map<String, String> _notesByMerchant = {};
  Map<String, TxExactTemplate> _exactTemplates = {};
+  Map<String, RecurringTemplate> _recurringTemplates = {};
  List<TxLabel> _customLabels = [];
  Map<String, String> _labelParents = {};

@@ -45,6 +47,7 @@ class TxMetaController extends ChangeNotifier {
      },
      notesByMerchant: Map.of(_notesByMerchant),
      exactTemplates: Map.of(_exactTemplates),
+      recurringTemplates: Map.of(_recurringTemplates),
      customLabels: List.of(_customLabels),
      labelParents: Map.of(_labelParents),
    );
@@ -75,7 +78,10 @@ class TxMetaController extends ChangeNotifier {
  int get customLabelCount => _customLabels.length;

  /// Replace local store (e.g. after merge) and persist without re-triggering push.
-  Future<void> replaceStore(TxMetaStoreData store) async {
+  Future<void> replaceStore(
+    TxMetaStoreData store, {
+    bool notify = true,
+  }) async {
    _byId = Map.of(store.byId);
    _labelsByMerchant = {
      for (final e in store.labelsByMerchant.entries)
@@ -83,10 +89,12 @@ class TxMetaController extends ChangeNotifier {
    };
    _notesByMerchant = Map.of(store.notesByMerchant);
    _exactTemplates = Map.of(store.exactTemplates);
+    _recurringTemplates = Map.of(store.recurringTemplates);
    _customLabels = List.of(store.customLabels);
    _labelParents = Map.of(store.labelParents);
    _invalidateLabelCache();
-    notifyListeners();
+    _storeRevision++;
+    if (notify) notifyListeners();
    await _writeStore(notifySync: false);
  }

@@ -396,12 +404,16 @@ class TxMetaController extends ChangeNotifier {
    String? pattern,
    SimilarMatchCriteria? criteria,
  }) {
-    return similarTo(
-      prototype,
-      all,
-      pattern: pattern,
-      criteria: criteria,
-    ).length;
+    final query = criteria ??
+        SimilarMatchCriteria(
+          pattern: (pattern ?? prototype.merchantKey).trim(),
+        );
+    if (query.pattern.trim().isEmpty) return 1;
+    var n = 0;
+    for (final tx in all) {
+      if (txMatchesSimilarCriteria(tx, query)) n++;
+    }
+    return n == 0 ? 1 : n;
  }

  List<BankTransaction> similarTo(
@@ -630,23 +642,113 @@ class TxMetaController extends ChangeNotifier {
    _schedulePersist();
  }

+  /// Recurring look-ahead templates (manual + auto from marked txs).
+  List<RecurringTemplate> get recurringTemplates {
+    final list = _recurringTemplates.values.toList(growable: false);
+    list.sort((a, b) {
+      final day = a.dayOfMonth.compareTo(b.dayOfMonth);
+      if (day != 0) return day;
+      return a.name.toLowerCase().compareTo(b.name.toLowerCase());
+    });
+    return list;
+  }
+
+  RecurringTemplate? recurringTemplateById(String id) =>
+      _recurringTemplates[id];
+
+  void upsertRecurringTemplate(RecurringTemplate template) {
+    if (template.id.isEmpty) return;
+    _recurringTemplates[template.id] = template;
+    _schedulePersist(invalidateLabels: false);
+  }
+
+  void removeRecurringTemplate(String id) {
+    if (!_recurringTemplates.containsKey(id)) return;
+    _recurringTemplates.remove(id);
+    _schedulePersist(invalidateLabels: false);
+  }
+
+  /// Backfill auto templates for txs already marked recurring (upgrade path).
+  void ensureAutoRecurringTemplates(List<BankTransaction> transactions) {
+    var changed = false;
+    final recurringIds = <String>{};
+    for (final tx in transactions) {
+      if (!metaFor(tx).recurring) continue;
+      recurringIds.add(tx.id);
+      final id = RecurringTemplate.autoIdForTx(tx.id);
+      if (_recurringTemplates.containsKey(id)) continue;
+      _recurringTemplates[id] = RecurringTemplate(
+        id: id,
+        name: tx.description,
+        dayOfMonth: (DateTime.tryParse(tx.date)?.day ?? 1).clamp(1, 28),
+        currency: tx.currency,
+        source: RecurringTemplateSource.transaction,
+        amountRule: RecurringAmountRule.lastValue,
+        merchantKey: tx.merchantKey,
+        sourceTxId: tx.id,
+        avgCount: 5,
+        autoFromRecurring: true,
+      );
+      changed = true;
+    }
+    // Drop orphaned auto templates whose source is no longer recurring.
+    final orphanIds = [
+      for (final e in _recurringTemplates.entries)
+        if (e.value.autoFromRecurring &&
+            (e.value.sourceTxId == null ||
+                !recurringIds.contains(e.value.sourceTxId)))
+          e.key,
+    ];
+    for (final id in orphanIds) {
+      _recurringTemplates.remove(id);
+      changed = true;
+    }
+    if (changed) _schedulePersist(invalidateLabels: false);
+  }
+
  Future<void> setRecurring(BankTransaction tx, bool recurring) async {
    final current = metaFor(tx);
-    _byId = {
-      ..._byId,
-      tx.id: current.copyWith(recurring: recurring),
-    };
+    _byId[tx.id] = current.copyWith(recurring: recurring);
    final existing = _exactTemplates[tx.exactKey] ?? const TxExactTemplate();
-    _exactTemplates = {
-      ..._exactTemplates,
-      tx.exactKey: TxExactTemplate(
-        notes: existing.notes.isNotEmpty ? existing.notes : current.notes,
-        recurring: recurring,
-        internalTransfer:
-            existing.internalTransfer || current.internalTransfer,
-      ),
-    };
-    _schedulePersist();
+    _exactTemplates[tx.exactKey] = TxExactTemplate(
+      notes: existing.notes.isNotEmpty ? existing.notes : current.notes,
+      recurring: recurring,
+      internalTransfer: existing.internalTransfer || current.internalTransfer,
+    );
+    if (recurring) {
+      final id = RecurringTemplate.autoIdForTx(tx.id);
+      final prev = _recurringTemplates[id];
+      _recurringTemplates[id] = RecurringTemplate(
+        id: id,
+        name: prev?.name ?? tx.description,
+        dayOfMonth: prev?.dayOfMonth ??
+            (DateTime.tryParse(tx.date)?.day ?? 1).clamp(1, 28),
+        currency: prev?.currency ?? tx.currency,
+        source: RecurringTemplateSource.transaction,
+        amountRule: prev?.amountRule ?? RecurringAmountRule.lastValue,
+        merchantKey: prev?.merchantKey.isNotEmpty == true
+            ? prev!.merchantKey
+            : tx.merchantKey,
+        sourceTxId: tx.id,
+        labelId: prev?.labelId,
+        avgCount: prev?.avgCount ?? 5,
+        autoFromRecurring: true,
+      );
+    } else {
+      final id = RecurringTemplate.autoIdForTx(tx.id);
+      final existingTpl = _recurringTemplates[id];
+      if (existingTpl != null && existingTpl.autoFromRecurring) {
+        _recurringTemplates.remove(id);
+      }
+      // Also drop auto templates that still point at this tx under another id.
+      _recurringTemplates.removeWhere(
+        (_, tpl) =>
+            tpl.autoFromRecurring &&
+            tpl.sourceTxId == tx.id &&
+            tpl.id != id,
+      );
+    }
+    _schedulePersist(invalidateLabels: false);
  }

  Future<void> setInternalTransfer(
@@ -654,20 +756,14 @@ class TxMetaController extends ChangeNotifier {
    bool internalTransfer,
  ) async {
    final current = metaFor(tx);
-    _byId = {
-      ..._byId,
-      tx.id: current.copyWith(internalTransfer: internalTransfer),
-    };
+    _byId[tx.id] = current.copyWith(internalTransfer: internalTransfer);
    final existing = _exactTemplates[tx.exactKey] ?? const TxExactTemplate();
-    _exactTemplates = {
-      ..._exactTemplates,
-      tx.exactKey: TxExactTemplate(
-        notes: existing.notes.isNotEmpty ? existing.notes : current.notes,
-        recurring: existing.recurring || current.recurring,
-        internalTransfer: internalTransfer,
-      ),
-    };
-    _schedulePersist();
+    _exactTemplates[tx.exactKey] = TxExactTemplate(
+      notes: existing.notes.isNotEmpty ? existing.notes : current.notes,
+      recurring: existing.recurring || current.recurring,
+      internalTransfer: internalTransfer,
+    );
+    _schedulePersist(invalidateLabels: false);
  }

  Future<void> setNotes(
@@ -824,27 +920,35 @@ class TxMetaController extends ChangeNotifier {
    return list;
  }

-  /// UI-first: notify on the next frame so callers can paint a busy state first,
-  /// then write SharedPreferences in the background.
-  void _schedulePersist() {
-    _invalidateLabelCache();
-    final binding = WidgetsBinding.instance;
-    binding.addPostFrameCallback((_) {
-      notifyListeners();
-    });
-    // Ensure a frame is scheduled even if nothing else is dirty yet.
-    binding.scheduleFrame();
-    unawaited(_writeStore());
+  int _persistGeneration = 0;
+  int _storeRevision = 0;
+
+  /// Bumps on every local mutation — cheap cache key for look-ahead etc.
+  int get storeRevision => _storeRevision;
+
+  /// Notify immediately; persist after the frame so toggles paint first.
+  void _schedulePersist({bool invalidateLabels = true}) {
+    if (invalidateLabels) _invalidateLabelCache();
+    _storeRevision++;
+    notifyListeners();
+    final gen = ++_persistGeneration;
+    unawaited(_writeStoreDeferred(gen));
+  }
+
+  Future<void> _writeStoreDeferred(int gen) async {
+    await WidgetsBinding.instance.endOfFrame;
+    // Coalesce rapid edits — only the latest snapshot is written.
+    if (gen != _persistGeneration) return;
+    await _writeStore();
  }

  Future<void> _writeStore({bool notifySync = true}) async {
-    // Let the busy indicator / label checkbox paint before JSON work.
-    await Future<void>.delayed(Duration.zero);
    final snapshot = TxMetaStoreData(
      byId: _byId,
      labelsByMerchant: _labelsByMerchant,
      notesByMerchant: _notesByMerchant,
      exactTemplates: _exactTemplates,
+      recurringTemplates: _recurringTemplates,
      customLabels: [
        for (final label in _customLabels)
          label.copyWith(