518 lines
17 KiB
Dart
518 lines
17 KiB
Dart
/// Overview: current balance, charts, and look-ahead balance forecast.
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library;
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import 'package:fl_chart/fl_chart.dart';
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import 'package:flutter/material.dart';
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import 'package:provider/provider.dart';
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import '../models/transaction_meta.dart';
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import '../providers/bank_provider.dart';
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import '../providers/tx_meta_provider.dart';
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import '../utils/helpers.dart';
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import '../utils/look_ahead.dart';
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import '../utils/navigation.dart';
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import '../utils/tx_calendar.dart';
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import '../widgets/empty_state.dart';
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import '../widgets/loading_view.dart';
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import '../widgets/responsive_body.dart';
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enum _StatsMode { category, month }
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class OverviewScreen extends StatefulWidget {
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const OverviewScreen({super.key});
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@override
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State<OverviewScreen> createState() => _OverviewScreenState();
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}
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class _OverviewScreenState extends State<OverviewScreen> {
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_StatsMode _mode = _StatsMode.category;
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var _lookAheadEnabled = false;
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DateTime _lookAheadMonth = monthStart(DateTime.now());
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void _goLookAheadMonth(int delta) {
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final next = addMonths(_lookAheadMonth, delta);
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final now = monthStart(DateTime.now());
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// Look ahead can go forward; still allow browsing past months.
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if (delta < 0 && next.isBefore(addMonths(now, -24))) return;
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if (delta > 0 && next.isAfter(addMonths(now, 36))) return;
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setState(() => _lookAheadMonth = next);
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}
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@override
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Widget build(BuildContext context) {
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final bank = context.watch<BankController>();
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final meta = context.watch<TxMetaController>();
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return Scaffold(
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appBar: AppBar(
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title: const Text('Overview'),
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actions: bankAppBarActions(
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context: context,
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onRefresh: bank.refresh,
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refreshing: bank.isLoading,
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),
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),
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body: RefreshIndicator(
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onRefresh: bank.refresh,
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child: ResponsiveBody(
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child: _buildBody(context, bank, meta),
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),
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),
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);
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}
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Widget _buildBody(
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BuildContext context,
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BankController bank,
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TxMetaController meta,
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) {
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final theme = Theme.of(context);
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final colors = theme.colorScheme;
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if (bank.isLoading && bank.transactions.isEmpty && bank.balance == null) {
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return const LoadingView(message: 'Loading overview…');
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}
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if (!bank.isLinked) {
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return ListView(
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physics: const AlwaysScrollableScrollPhysics(),
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children: const [
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EmptyState(
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icon: Icons.insights_outlined,
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title: 'No overview yet',
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message: 'Connect your bank on Home to see balance and charts.',
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),
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],
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);
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}
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final currency = bank.balance?.currency ??
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(bank.transactions.isNotEmpty
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? bank.transactions.first.currency
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: 'EUR');
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final currentBalance = bank.balance?.amount ?? 0;
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final byCategory = meta.spendByCategory(bank.transactions);
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final byMonth = meta.spendByMonth(bank.transactions);
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final totalSpend = byCategory.values.fold<double>(0, (sum, v) => sum + v);
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final recurrings = recurringItemsFrom(
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transactions: bank.transactions,
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metaFor: meta.metaFor,
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);
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final today = dateOnly(DateTime.now());
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final lookAheadEnd = DateTime(
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_lookAheadMonth.year,
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_lookAheadMonth.month + 1,
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0,
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);
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final predicted = predictBalance(
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currentBalance: currentBalance,
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from: today,
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throughDate: lookAheadEnd,
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items: recurrings,
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);
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final projected = projectedOccurrences(
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items: recurrings,
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from: today,
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to: lookAheadEnd,
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);
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final nowMonth = monthStart(DateTime.now());
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return ListView(
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physics: const AlwaysScrollableScrollPhysics(),
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padding: const EdgeInsets.only(top: 8, bottom: 32),
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children: [
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Text('Current balance', style: theme.textTheme.labelMedium),
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const SizedBox(height: 4),
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Text(
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formatMoney(currentBalance, currency),
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style: theme.textTheme.headlineMedium,
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),
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const SizedBox(height: 20),
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SwitchListTile(
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contentPadding: EdgeInsets.zero,
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secondary: const Icon(Icons.auto_graph_outlined),
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title: const Text('Look ahead'),
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subtitle: const Text(
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'Project balance from recurring income and spend',
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),
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value: _lookAheadEnabled,
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onChanged: (value) {
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setState(() {
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_lookAheadEnabled = value;
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if (value && _lookAheadMonth.isBefore(nowMonth)) {
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_lookAheadMonth = nowMonth;
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}
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});
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},
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),
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if (_lookAheadEnabled) ...[
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const SizedBox(height: 8),
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Card(
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child: Padding(
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padding: const EdgeInsets.fromLTRB(8, 8, 8, 16),
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child: Column(
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crossAxisAlignment: CrossAxisAlignment.stretch,
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children: [
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Row(
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children: [
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IconButton(
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tooltip: 'Previous month',
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onPressed: () => _goLookAheadMonth(-1),
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icon: const Icon(Icons.chevron_left),
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),
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Expanded(
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child: Text(
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formatMonthYear(_lookAheadMonth),
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textAlign: TextAlign.center,
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style: theme.textTheme.titleMedium,
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),
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),
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IconButton(
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tooltip: 'Next month',
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onPressed: () => _goLookAheadMonth(1),
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icon: const Icon(Icons.chevron_right),
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),
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],
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),
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Text(
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'Predicted balance',
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textAlign: TextAlign.center,
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style: theme.textTheme.labelMedium,
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),
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const SizedBox(height: 4),
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Text(
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formatMoney(predicted, currency),
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textAlign: TextAlign.center,
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style: theme.textTheme.headlineMedium?.copyWith(
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color: predicted >= currentBalance
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? colors.primary
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: colors.error,
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),
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),
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const SizedBox(height: 4),
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Text(
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_lookAheadMonth == nowMonth && !lookAheadEnd.isAfter(today)
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? 'Mark transactions as recurring to forecast'
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: 'Through ${formatDate(lookAheadEnd)} · '
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'${projected.length} projected '
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'${projected.length == 1 ? 'item' : 'items'}',
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textAlign: TextAlign.center,
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style: theme.textTheme.bodyMedium,
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),
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if (recurrings.isEmpty) ...[
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const SizedBox(height: 12),
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Text(
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'No recurring transactions yet. Open a transaction and '
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'enable Recurring.',
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textAlign: TextAlign.center,
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style: theme.textTheme.bodyMedium,
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),
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] else if (projected.isNotEmpty) ...[
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const SizedBox(height: 12),
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for (final row in projected.take(12))
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ListTile(
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dense: true,
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contentPadding: const EdgeInsets.symmetric(horizontal: 8),
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leading: Icon(
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row.item.category.icon,
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color: row.item.category.color,
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),
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title: Text(
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row.item.description,
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maxLines: 1,
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overflow: TextOverflow.ellipsis,
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),
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subtitle: Text(formatDate(row.date)),
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trailing: Text(
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formatMoney(row.item.amount, row.item.currency),
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style: theme.textTheme.titleSmall?.copyWith(
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color: row.item.amount >= 0
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? colors.primary
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: colors.error,
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),
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),
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),
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if (projected.length > 12)
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Text(
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'+${projected.length - 12} more…',
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textAlign: TextAlign.center,
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style: theme.textTheme.labelMedium,
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),
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],
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],
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),
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),
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),
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],
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const SizedBox(height: 20),
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Text('Money out (categorized)', style: theme.textTheme.labelMedium),
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const SizedBox(height: 4),
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Text(
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formatMoney(totalSpend, currency),
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style: theme.textTheme.titleLarge,
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),
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const SizedBox(height: 16),
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SegmentedButton<_StatsMode>(
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segments: const [
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ButtonSegment(
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value: _StatsMode.category,
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label: Text('Category'),
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icon: Icon(Icons.label_outline),
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),
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ButtonSegment(
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value: _StatsMode.month,
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label: Text('By date'),
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icon: Icon(Icons.calendar_month_outlined),
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),
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],
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selected: {_mode},
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onSelectionChanged: (selection) {
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setState(() => _mode = selection.first);
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},
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),
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const SizedBox(height: 20),
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SizedBox(
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height: 260,
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child: bank.transactions.isEmpty
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? Center(
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child: Text(
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'Transactions will appear here once loaded.',
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style: theme.textTheme.bodyMedium,
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),
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)
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: _mode == _StatsMode.category
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? _CategoryBars(data: byCategory, currency: currency)
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: _MonthBars(data: byMonth, currency: currency),
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),
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const SizedBox(height: 20),
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if (_mode == _StatsMode.category)
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..._categoryLegend(context, byCategory, currency)
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else
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..._monthLegend(context, byMonth, currency),
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],
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);
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}
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List<Widget> _categoryLegend(
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BuildContext context,
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Map<TxCategory, double> data,
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String currency,
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) {
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final entries = data.entries.toList()
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..sort((a, b) => b.value.compareTo(a.value));
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if (entries.isEmpty) {
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return [
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Text(
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'No outflows yet. Categorize spending from the transaction list.',
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style: Theme.of(context).textTheme.bodyMedium,
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),
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];
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}
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return [
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for (final entry in entries)
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ListTile(
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contentPadding: EdgeInsets.zero,
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dense: true,
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leading: Icon(entry.key.icon, color: entry.key.color),
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title: Text(entry.key.label),
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trailing: Text(formatMoney(entry.value, currency)),
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),
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];
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}
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List<Widget> _monthLegend(
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BuildContext context,
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Map<String, double> data,
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String currency,
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) {
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if (data.isEmpty) {
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return [
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Text(
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'No dated outflows to chart yet.',
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style: Theme.of(context).textTheme.bodyMedium,
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),
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];
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}
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return [
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for (final entry in data.entries.toList().reversed)
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ListTile(
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contentPadding: EdgeInsets.zero,
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dense: true,
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leading: const Icon(Icons.calendar_today_outlined),
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title: Text(entry.key),
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trailing: Text(formatMoney(entry.value, currency)),
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),
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];
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}
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}
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class _CategoryBars extends StatelessWidget {
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const _CategoryBars({required this.data, required this.currency});
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final Map<TxCategory, double> data;
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final String currency;
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@override
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Widget build(BuildContext context) {
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final entries = data.entries.toList()
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..sort((a, b) => b.value.compareTo(a.value));
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if (entries.isEmpty) {
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return Center(
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child: Text(
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'Categorize transactions to see this chart',
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style: Theme.of(context).textTheme.bodyMedium,
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textAlign: TextAlign.center,
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),
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);
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}
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final maxY = entries.map((e) => e.value).reduce((a, b) => a > b ? a : b);
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return BarChart(
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BarChartData(
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maxY: maxY * 1.15,
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barTouchData: BarTouchData(
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touchTooltipData: BarTouchTooltipData(
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getTooltipItem: (group, groupIndex, rod, rodIndex) {
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final entry = entries[group.x.toInt()];
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return BarTooltipItem(
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'${entry.key.label}\n${formatMoney(entry.value, currency)}',
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TextStyle(
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color: Theme.of(context).colorScheme.onInverseSurface,
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),
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);
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},
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),
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),
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titlesData: FlTitlesData(
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topTitles: const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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rightTitles:
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const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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leftTitles: const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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bottomTitles: AxisTitles(
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sideTitles: SideTitles(
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showTitles: true,
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reservedSize: 42,
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getTitlesWidget: (value, meta) {
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final index = value.toInt();
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if (index < 0 || index >= entries.length) {
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return const SizedBox.shrink();
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}
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final label = entries[index].key.label;
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return Padding(
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padding: const EdgeInsets.only(top: 8),
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child: Text(
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label.length > 8 ? '${label.substring(0, 7)}…' : label,
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style: Theme.of(context).textTheme.labelSmall,
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),
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);
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},
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),
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),
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),
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gridData: const FlGridData(show: false),
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borderData: FlBorderData(show: false),
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barGroups: [
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for (var i = 0; i < entries.length; i++)
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BarChartGroupData(
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x: i,
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barRods: [
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BarChartRodData(
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toY: entries[i].value,
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width: 18,
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borderRadius:
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const BorderRadius.vertical(top: Radius.circular(6)),
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color: entries[i].key.color,
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),
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],
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),
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],
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),
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);
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}
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}
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class _MonthBars extends StatelessWidget {
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const _MonthBars({required this.data, required this.currency});
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final Map<String, double> data;
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final String currency;
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@override
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Widget build(BuildContext context) {
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final entries = data.entries.toList();
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if (entries.isEmpty) {
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return Center(
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child: Text(
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'No monthly spend yet',
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style: Theme.of(context).textTheme.bodyMedium,
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),
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);
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}
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final maxY = entries.map((e) => e.value).reduce((a, b) => a > b ? a : b);
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final colors = Theme.of(context).colorScheme;
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return BarChart(
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BarChartData(
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maxY: maxY * 1.15,
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barTouchData: BarTouchData(
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touchTooltipData: BarTouchTooltipData(
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getTooltipItem: (group, groupIndex, rod, rodIndex) {
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final entry = entries[group.x.toInt()];
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return BarTooltipItem(
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'${entry.key}\n${formatMoney(entry.value, currency)}',
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TextStyle(color: colors.onInverseSurface),
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);
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},
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),
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),
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titlesData: FlTitlesData(
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topTitles: const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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rightTitles:
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const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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leftTitles: const AxisTitles(sideTitles: SideTitles(showTitles: false)),
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bottomTitles: AxisTitles(
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sideTitles: SideTitles(
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showTitles: true,
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reservedSize: 28,
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getTitlesWidget: (value, meta) {
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final index = value.toInt();
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if (index < 0 || index >= entries.length) {
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return const SizedBox.shrink();
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}
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final key = entries[index].key;
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final short = key.length >= 7 ? key.substring(5) : key;
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return Padding(
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padding: const EdgeInsets.only(top: 8),
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child: Text(
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short,
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style: Theme.of(context).textTheme.labelSmall,
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),
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);
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},
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),
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),
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),
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gridData: const FlGridData(show: false),
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borderData: FlBorderData(show: false),
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barGroups: [
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for (var i = 0; i < entries.length; i++)
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BarChartGroupData(
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x: i,
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barRods: [
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BarChartRodData(
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toY: entries[i].value,
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width: 22,
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borderRadius:
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const BorderRadius.vertical(top: Radius.circular(6)),
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color: colors.primary,
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),
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],
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),
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],
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),
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);
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}
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}
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