694 lines
21 KiB
Dart
694 lines
21 KiB
Dart
/// Look ahead: projected balance from recurring templates through a date.
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library;
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import 'package:flutter/material.dart';
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import 'package:provider/provider.dart';
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import '../models/bank.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/preferences_provider.dart';
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import '../providers/tx_meta_provider.dart';
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import '../screens/transactions_screen.dart';
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import '../utils/app_theme.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/recurring_template_sheet.dart';
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import '../widgets/responsive_body.dart';
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import '../widgets/shell_tab_scope.dart';
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import '../widgets/skip_build_when_covered.dart';
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enum _PeriodMode { monthly, yearly }
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class LookAheadScreen extends StatefulWidget {
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const LookAheadScreen({super.key});
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static const tabIndex = 2;
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@override
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State<LookAheadScreen> createState() => _LookAheadScreenState();
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}
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class _LookAheadScreenState extends State<LookAheadScreen> {
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var _period = _PeriodMode.monthly;
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late DateTime _cursor;
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List<RecurringItem>? _cachedItems;
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int? _itemsCacheKey;
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@override
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void initState() {
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super.initState();
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final today = dateOnly(DateTime.now());
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// Default: end of next calendar month.
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_cursor = monthStart(DateTime(today.year, today.month + 1));
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}
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DateTime get _today => dateOnly(DateTime.now());
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DateTime get _minMonth => monthStart(_today);
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/// Inclusive end date for the selected period.
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DateTime get _through {
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if (_period == _PeriodMode.yearly) {
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return DateTime(_cursor.year, 12, 31);
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}
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return DateTime(_cursor.year, _cursor.month + 1, 0);
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}
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String get _periodTitle {
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if (_period == _PeriodMode.yearly) return '${_cursor.year}';
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return formatMonthYear(_cursor);
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}
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DateTime _maxMonthFor(int maxYears) {
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final t = _today;
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return DateTime(t.year + maxYears, t.month);
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}
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bool _canGoBack() {
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if (_period == _PeriodMode.yearly) {
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return _cursor.year > _today.year;
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}
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return monthStart(_cursor).isAfter(_minMonth);
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}
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bool _canGoForward(int maxYears) {
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if (_period == _PeriodMode.yearly) {
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return _cursor.year < _today.year + maxYears;
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}
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return monthStart(_cursor).isBefore(_maxMonthFor(maxYears));
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}
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void _clampCursor(int maxYears) {
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if (_period == _PeriodMode.yearly) {
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if (_cursor.year > _today.year + maxYears) {
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_cursor = DateTime(_today.year + maxYears);
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}
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} else {
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final maxMonth = _maxMonthFor(maxYears);
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if (_cursor.isAfter(maxMonth)) _cursor = maxMonth;
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}
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}
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void _setPeriod(_PeriodMode mode, int maxYears) {
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if (mode == _period) return;
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setState(() {
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_period = mode;
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if (mode == _PeriodMode.yearly) {
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_cursor = DateTime(_cursor.year);
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if (_cursor.year < _today.year) _cursor = DateTime(_today.year);
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if (_cursor.year > _today.year + maxYears) {
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_cursor = DateTime(_today.year + maxYears);
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}
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} else {
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final month = DateTime(_cursor.year, _today.month);
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_cursor = month.isBefore(_minMonth) ? _minMonth : monthStart(month);
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final maxMonth = _maxMonthFor(maxYears);
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if (_cursor.isAfter(maxMonth)) _cursor = maxMonth;
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}
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});
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}
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void _go(int delta, int maxYears) {
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setState(() {
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if (_period == _PeriodMode.yearly) {
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final next = DateTime(_cursor.year + delta);
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if (next.year < _today.year || next.year > _today.year + maxYears) {
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return;
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}
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_cursor = next;
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} else {
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final next = addMonths(monthStart(_cursor), delta);
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final maxMonth = _maxMonthFor(maxYears);
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if (next.isBefore(_minMonth) || next.isAfter(maxMonth)) return;
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_cursor = next;
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}
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});
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}
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@override
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Widget build(BuildContext context) {
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if (ShellTabScope.of(context) != LookAheadScreen.tabIndex) {
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return const SizedBox.expand();
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}
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return SkipBuildWhenCovered(
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builder: (context) => _buildContent(context),
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);
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}
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Widget _buildContent(BuildContext context) {
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final bank = context.watch<BankController>();
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final meta = context.watch<TxMetaController>();
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final maxYears =
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context.watch<PreferencesController>().lookAheadMaxYears;
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final maxMonth = _maxMonthFor(maxYears);
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final needsClamp = _period == _PeriodMode.yearly
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? _cursor.year > _today.year + maxYears
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: _cursor.isAfter(maxMonth);
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if (needsClamp) {
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WidgetsBinding.instance.addPostFrameCallback((_) {
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if (!mounted) return;
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setState(() => _clampCursor(maxYears));
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});
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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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final balance = bank.balance;
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final currency = 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 currentAmount = balance?.amount ?? 0;
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final today = _today;
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final through = _through;
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final cacheKey = Object.hash(
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meta.storeRevision,
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identityHashCode(bank.transactions),
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);
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if (_cachedItems == null || _itemsCacheKey != cacheKey) {
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_itemsCacheKey = cacheKey;
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_cachedItems = recurringItemsFromTemplates(
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templates: meta.recurringTemplates,
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transactions: bank.transactions,
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isInternalTransfer: (tx) => meta.metaFor(tx).internalTransfer,
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labelIdsFor: meta.labelIdsFor,
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labelName: (id) => meta.labelById(id)?.name ?? 'label',
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);
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}
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final items = _cachedItems!;
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final projected = projectedOccurrences(
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items: items,
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from: today,
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to: through,
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);
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final predicted = projected.fold<double>(
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currentAmount,
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(sum, row) => sum + row.item.amount,
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);
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final delta = predicted - currentAmount;
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var income = 0.0;
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var expenses = 0.0;
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for (final row in projected) {
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if (row.item.amount >= 0) {
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income += row.item.amount;
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} else {
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expenses += -row.item.amount;
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}
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}
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// One occurrence of each template per month (template run-rate).
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var monthlyIncome = 0.0;
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var monthlyExpense = 0.0;
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for (final item in items) {
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if (item.amount >= 0) {
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monthlyIncome += item.amount;
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} else {
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monthlyExpense += -item.amount;
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}
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}
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return Scaffold(
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appBar: AppBar(
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title: const Text('Look ahead'),
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actions: bankAppBarActions(context: context),
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),
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body: ResponsiveBody(
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child: ListView(
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physics: const AlwaysScrollableScrollPhysics(),
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padding: const EdgeInsets.fromLTRB(0, 8, 0, 32),
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children: [
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_PeriodToolbar(
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period: _period,
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onPeriodChanged: (mode) => _setPeriod(mode, maxYears),
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),
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const SizedBox(height: 10),
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_PeriodNavigator(
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title: _periodTitle,
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canGoBack: _canGoBack(),
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canGoForward: _canGoForward(maxYears),
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onBack: () => _go(-1, maxYears),
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onForward: () => _go(1, maxYears),
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backTooltip:
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_period == _PeriodMode.yearly ? 'Previous year' : 'Previous month',
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forwardTooltip:
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_period == _PeriodMode.yearly ? 'Next year' : 'Next month',
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),
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const SizedBox(height: 12),
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Material(
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color: Colors.transparent,
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child: Ink(
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width: double.infinity,
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padding: const EdgeInsets.all(24),
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decoration: BoxDecoration(
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borderRadius: BorderRadius.circular(20),
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gradient: LinearGradient(
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colors: [colors.primary, colors.tertiary],
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),
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boxShadow: [
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BoxShadow(
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color: colors.primary.withValues(alpha: 0.28),
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blurRadius: 20,
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offset: const Offset(0, 10),
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),
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],
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),
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child: Column(
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crossAxisAlignment: CrossAxisAlignment.start,
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children: [
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Text(
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'Projected balance',
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style: theme.textTheme.labelMedium?.copyWith(
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color: colors.onPrimary.withValues(alpha: 0.8),
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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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'As of ${_formatLongDate(through)}',
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style: theme.textTheme.titleMedium?.copyWith(
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color: colors.onPrimary,
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fontWeight: FontWeight.w700,
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),
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),
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const SizedBox(height: 12),
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Text(
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formatMoney(predicted, currency),
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style: theme.textTheme.headlineMedium?.copyWith(
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color: colors.onPrimary,
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),
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),
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const SizedBox(height: 8),
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Text(
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balance == null
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? 'No current balance loaded — projection starts at 0'
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: 'Now ${formatMoney(currentAmount, currency)}'
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' · ${delta >= 0 ? '+' : ''}'
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'${formatMoney(delta, currency)} by then',
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style: theme.textTheme.labelMedium?.copyWith(
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color: colors.onPrimary.withValues(alpha: 0.9),
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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: 14),
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Row(
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children: [
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Expanded(
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child: _SummaryCard(
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icon: Icons.south_west,
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iconBackground: AppTheme.accent.withValues(alpha: 0.18),
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iconColor: AppTheme.accent,
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amount: formatMoney(income, currency),
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label: 'Income',
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),
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),
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const SizedBox(width: 12),
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Expanded(
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child: _SummaryCard(
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icon: Icons.north_east,
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iconBackground: AppTheme.expense.withValues(alpha: 0.18),
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iconColor: AppTheme.expense,
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amount: formatMoney(expenses, currency),
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label: 'Expenses',
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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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Row(
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children: [
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Expanded(
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child: Text(
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'Recurring spendings',
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style: theme.textTheme.titleMedium,
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),
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),
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TextButton.icon(
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onPressed: () => showCreateRecurringTemplateSheet(context),
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icon: const Icon(Icons.add, size: 18),
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label: const Text('New'),
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),
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],
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),
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const SizedBox(height: 10),
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Row(
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children: [
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Expanded(
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child: _SummaryCard(
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icon: Icons.south_west,
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iconBackground: AppTheme.accent.withValues(alpha: 0.18),
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iconColor: AppTheme.accent,
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amount: formatMoney(monthlyIncome, currency),
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label: 'Monthly income',
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),
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),
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const SizedBox(width: 12),
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Expanded(
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child: _SummaryCard(
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icon: Icons.north_east,
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iconBackground: AppTheme.expense.withValues(alpha: 0.18),
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iconColor: AppTheme.expense,
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amount: formatMoney(monthlyExpense, currency),
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label: 'Monthly expense',
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),
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),
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],
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),
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const SizedBox(height: 10),
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if (items.isEmpty)
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const EmptyState(
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icon: Icons.event_repeat_outlined,
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title: 'No recurring spendings',
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message:
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'Open a transaction and tap Create recurring spending, '
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'or use New to pick a transaction or label average.',
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)
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else
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Card(
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color: colors.surfaceContainer,
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elevation: 0,
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clipBehavior: Clip.antiAlias,
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shape: RoundedRectangleBorder(
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borderRadius: BorderRadius.circular(16),
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),
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child: Column(
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children: [
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for (var i = 0; i < items.length; i++) ...[
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if (i > 0)
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Divider(
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height: 1,
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indent: 16,
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color: colors.outlineVariant.withValues(alpha: 0.4),
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),
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_TemplateTile(
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item: items[i],
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template:
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meta.recurringTemplateById(items[i].templateId),
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transactions: bank.transactions,
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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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);
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}
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}
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class _PeriodToolbar extends StatelessWidget {
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const _PeriodToolbar({
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required this.period,
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required this.onPeriodChanged,
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});
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final _PeriodMode period;
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final ValueChanged<_PeriodMode> onPeriodChanged;
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static const _segmentStyle = ButtonStyle(
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visualDensity: VisualDensity(horizontal: -4, vertical: -3),
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tapTargetSize: MaterialTapTargetSize.shrinkWrap,
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padding: WidgetStatePropertyAll(EdgeInsets.symmetric(horizontal: 10)),
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minimumSize: WidgetStatePropertyAll(Size(0, 32)),
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);
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@override
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Widget build(BuildContext context) {
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return Align(
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alignment: Alignment.centerLeft,
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child: SegmentedButton<_PeriodMode>(
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showSelectedIcon: false,
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style: _segmentStyle,
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segments: const [
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ButtonSegment(
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value: _PeriodMode.monthly,
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label: Text('Month'),
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),
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ButtonSegment(
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value: _PeriodMode.yearly,
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label: Text('Year'),
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),
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],
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selected: {period},
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onSelectionChanged: (selection) {
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onPeriodChanged(selection.first);
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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 _PeriodNavigator extends StatelessWidget {
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const _PeriodNavigator({
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required this.title,
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required this.canGoBack,
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required this.canGoForward,
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required this.onBack,
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required this.onForward,
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required this.backTooltip,
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required this.forwardTooltip,
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});
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final String title;
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final bool canGoBack;
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final bool canGoForward;
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final VoidCallback onBack;
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final VoidCallback onForward;
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final String backTooltip;
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final String forwardTooltip;
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@override
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Widget build(BuildContext context) {
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final theme = Theme.of(context);
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return Row(
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children: [
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IconButton(
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tooltip: backTooltip,
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onPressed: canGoBack ? onBack : null,
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visualDensity: const VisualDensity(horizontal: -4, vertical: -4),
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constraints: const BoxConstraints(minWidth: 32, minHeight: 32),
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padding: EdgeInsets.zero,
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icon: const Icon(Icons.chevron_left, size: 22),
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),
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Expanded(
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child: Text(
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title,
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textAlign: TextAlign.center,
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style: theme.textTheme.titleMedium?.copyWith(
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fontWeight: FontWeight.w700,
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),
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),
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),
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IconButton(
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tooltip: forwardTooltip,
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onPressed: canGoForward ? onForward : null,
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visualDensity: const VisualDensity(horizontal: -4, vertical: -4),
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constraints: const BoxConstraints(minWidth: 32, minHeight: 32),
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padding: EdgeInsets.zero,
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icon: const Icon(Icons.chevron_right, size: 22),
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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 _SummaryCard extends StatelessWidget {
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const _SummaryCard({
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required this.icon,
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required this.iconBackground,
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required this.iconColor,
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required this.amount,
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required this.label,
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});
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final IconData icon;
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final Color iconBackground;
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final Color iconColor;
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final String amount;
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final String label;
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@override
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Widget build(BuildContext context) {
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final theme = Theme.of(context);
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final colors = theme.colorScheme;
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return Card(
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color: colors.surfaceContainer,
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elevation: 0,
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shape: RoundedRectangleBorder(
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borderRadius: BorderRadius.circular(18),
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),
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child: Padding(
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padding: const EdgeInsets.fromLTRB(14, 14, 14, 14),
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child: Row(
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children: [
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Container(
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width: 42,
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height: 42,
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decoration: BoxDecoration(
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color: iconBackground,
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borderRadius: BorderRadius.circular(12),
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),
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child: Icon(icon, color: iconColor, size: 22),
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),
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const SizedBox(width: 12),
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Expanded(
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child: Column(
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crossAxisAlignment: CrossAxisAlignment.start,
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children: [
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Text(
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amount,
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maxLines: 1,
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overflow: TextOverflow.ellipsis,
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style: theme.textTheme.titleMedium?.copyWith(
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fontWeight: FontWeight.w700,
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color: colors.onSurface,
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),
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),
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const SizedBox(height: 2),
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Text(
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label.toUpperCase(),
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style: theme.textTheme.labelSmall?.copyWith(
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letterSpacing: 0.6,
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fontWeight: FontWeight.w600,
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color: colors.onSurfaceVariant,
|
|
),
|
|
),
|
|
],
|
|
),
|
|
),
|
|
],
|
|
),
|
|
),
|
|
);
|
|
}
|
|
}
|
|
|
|
String _formatLongDate(DateTime date) {
|
|
const months = [
|
|
'January',
|
|
'February',
|
|
'March',
|
|
'April',
|
|
'May',
|
|
'June',
|
|
'July',
|
|
'August',
|
|
'September',
|
|
'October',
|
|
'November',
|
|
'December',
|
|
];
|
|
return '${date.day} ${months[date.month - 1]} ${date.year}';
|
|
}
|
|
|
|
class _TemplateTile extends StatelessWidget {
|
|
const _TemplateTile({
|
|
required this.item,
|
|
required this.template,
|
|
required this.transactions,
|
|
});
|
|
|
|
final RecurringItem item;
|
|
final RecurringTemplate? template;
|
|
final List<BankTransaction> transactions;
|
|
|
|
BankTransaction? get _sourceTx {
|
|
final id = item.sourceTxId;
|
|
if (id == null) return null;
|
|
for (final tx in transactions) {
|
|
if (tx.id == id) return tx;
|
|
}
|
|
return null;
|
|
}
|
|
|
|
void _openTransactions(BuildContext context) {
|
|
final labelIds = item.labelIds.toSet();
|
|
SimilarMatchCriteria? similar;
|
|
TxFlowFilter? flow;
|
|
String? query;
|
|
|
|
if (labelIds.isEmpty) {
|
|
final tx = _sourceTx;
|
|
if (tx != null) {
|
|
// Same matching as Look ahead / apply-to-similar for this source tx.
|
|
similar = SimilarMatchCriteria(
|
|
pattern: defaultSimilarPattern(tx.description),
|
|
flow: tx.amount < 0
|
|
? TxFlowFilter.expense
|
|
: tx.amount > 0
|
|
? TxFlowFilter.income
|
|
: TxFlowFilter.all,
|
|
);
|
|
flow = similar.flow;
|
|
} else if (template != null && template!.merchantKey.isNotEmpty) {
|
|
query = template!.merchantKey;
|
|
} else {
|
|
query = item.description;
|
|
}
|
|
}
|
|
|
|
Navigator.of(context).push(
|
|
MaterialPageRoute<void>(
|
|
builder: (_) => TransactionsScreen(
|
|
initialLabelIds: labelIds,
|
|
initialLabelMatch: LabelMatchMode.or,
|
|
initialQuery: query,
|
|
initialFlow: flow,
|
|
initialSimilarMatch: similar,
|
|
initialSearchInMonthOnly: false,
|
|
),
|
|
),
|
|
);
|
|
}
|
|
|
|
@override
|
|
Widget build(BuildContext context) {
|
|
final theme = Theme.of(context);
|
|
final colors = theme.colorScheme;
|
|
final income = item.amount >= 0;
|
|
final tpl = template;
|
|
|
|
return ListTile(
|
|
leading: IconButton(
|
|
tooltip: 'Edit spending',
|
|
icon: Icon(Icons.tune, color: colors.primary),
|
|
onPressed: tpl == null
|
|
? null
|
|
: () => showEditRecurringTemplateSheet(context, template: tpl),
|
|
),
|
|
title: Text(
|
|
item.description,
|
|
maxLines: 1,
|
|
overflow: TextOverflow.ellipsis,
|
|
),
|
|
subtitle: Text(
|
|
[
|
|
'Day ${item.dayOfMonth}',
|
|
if (item.ruleSummary.isNotEmpty) item.ruleSummary,
|
|
].join(' · '),
|
|
style: theme.textTheme.bodySmall?.copyWith(
|
|
color: colors.onSurfaceVariant,
|
|
),
|
|
),
|
|
trailing: Text(
|
|
formatMoney(item.amount, item.currency),
|
|
style: theme.textTheme.titleSmall?.copyWith(
|
|
fontWeight: FontWeight.w700,
|
|
color: income ? AppTheme.accent : AppTheme.expense,
|
|
),
|
|
),
|
|
onTap: () => _openTransactions(context),
|
|
);
|
|
}
|
|
}
|