Add savings chat analysis feature
This commit is contained in:
36
src/components/charts/CategoryBreakdownChart.test.ts
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36
src/components/charts/CategoryBreakdownChart.test.ts
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@@ -0,0 +1,36 @@
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import { describe, expect, test } from "vitest";
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import { toCategoryPieData } from "./categoryBreakdownData";
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describe("toCategoryPieData", () => {
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test("uses positive chart values while preserving signed expense amounts", () => {
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expect(
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toCategoryPieData([
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{
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name: "Lebensmittel",
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amount: -123.45,
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color: "#ef4444",
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block: "variabel",
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},
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{
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name: "Rueckerstattung",
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amount: 12,
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color: "#22c55e",
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},
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]),
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).toEqual([
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{
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name: "Lebensmittel",
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amount: -123.45,
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chartAmount: 123.45,
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color: "#ef4444",
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block: "variabel",
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},
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{
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name: "Rueckerstattung",
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amount: 12,
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chartAmount: 12,
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color: "#22c55e",
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},
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]);
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});
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});
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@@ -3,24 +3,20 @@ import { PieChart, Pie, Cell, ResponsiveContainer, Tooltip, Legend } from "recha
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { formatAmount } from "@/lib/format";
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import { type CategoryBreakdownItem, toCategoryPieData } from "./categoryBreakdownData";
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type Item = {
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name: string;
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amount: number;
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color: string;
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block?: "wiederkehrend" | "variabel";
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};
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export function CategoryBreakdownChart({ data }: { data: Item[] }) {
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export function CategoryBreakdownChart({ data }: { data: CategoryBreakdownItem[] }) {
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const [filter, setFilter] = useState<"all" | "wiederkehrend" | "variabel">("all");
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const filtered = data.filter((d) => {
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if (filter === "all") return true;
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return d.block === filter;
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});
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const pieData = toCategoryPieData(filtered);
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const total = pieData.reduce((sum, item) => sum + item.chartAmount, 0);
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return (
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<Card>
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<CardHeader className="flex flex-row items-center justify-between">
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<CardHeader className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
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<CardTitle>Ausgaben nach Kategorie</CardTitle>
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<div className="flex gap-1">
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{(["all", "wiederkehrend", "variabel"] as const).map((f) => (
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@@ -30,18 +26,56 @@ export function CategoryBreakdownChart({ data }: { data: Item[] }) {
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))}
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</div>
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</CardHeader>
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<CardContent className="h-80">
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<ResponsiveContainer width="100%" height="100%">
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<PieChart>
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<Pie data={filtered} dataKey="amount" nameKey="name" cx="50%" cy="50%" outerRadius={100} label>
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{filtered.map((entry) => (
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<Cell key={entry.name} fill={entry.color} />
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))}
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</Pie>
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<Tooltip formatter={(v) => formatAmount(Number(v ?? 0))} />
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<Legend />
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</PieChart>
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</ResponsiveContainer>
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<CardContent>
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{pieData.length === 0 ? (
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<p className="text-sm text-muted-foreground">Keine Ausgaben im gewählten Zeitraum</p>
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) : (
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<div className="grid gap-6 lg:grid-cols-[minmax(260px,0.85fr)_minmax(320px,1.15fr)] lg:items-center">
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<div className="h-72 min-h-72 min-w-0 w-full">
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<ResponsiveContainer width="100%" height="100%" minWidth={240} minHeight={240}>
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<PieChart>
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<Pie data={pieData} dataKey="chartAmount" nameKey="name" cx="50%" cy="50%" outerRadius={105}>
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{pieData.map((entry) => (
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<Cell key={entry.name} fill={entry.color} />
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))}
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</Pie>
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<Tooltip
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formatter={(v, _name, item) =>
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formatAmount(
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typeof item.payload?.amount === "number" ? item.payload.amount : Number(v ?? 0),
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)
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}
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/>
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</PieChart>
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</ResponsiveContainer>
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</div>
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<div className="max-h-72 min-w-0 overflow-y-auto pr-1">
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<ul className="space-y-2">
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{pieData.map((entry) => {
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const share = total > 0 ? entry.chartAmount / total : 0;
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return (
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<li key={entry.name} className="grid grid-cols-[minmax(0,1fr)_auto] items-center gap-3 text-sm">
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<div className="flex min-w-0 items-center gap-2">
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<span
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className="h-3 w-3 shrink-0 rounded-sm"
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style={{ backgroundColor: entry.color }}
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aria-hidden="true"
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/>
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<span className="truncate font-medium">{entry.name}</span>
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</div>
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<div className="text-right tabular-nums">
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<div className="font-medium">{formatAmount(entry.amount)}</div>
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<div className="text-xs text-muted-foreground">{Math.round(share * 100)}%</div>
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</div>
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</li>
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);
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})}
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</ul>
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</div>
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</div>
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)}
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</CardContent>
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</Card>
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);
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@@ -67,13 +101,21 @@ export function FixedVariableSplit({
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<CardContent className="h-64">
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<ResponsiveContainer width="100%" height="100%">
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<PieChart>
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<Pie data={data} dataKey="value" nameKey="name" innerRadius={50} outerRadius={80}>
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<Pie
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data={data}
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dataKey="value"
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nameKey="name"
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innerRadius={50}
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outerRadius={80}
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stroke="var(--card)"
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strokeWidth={2}
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>
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{data.map((entry) => (
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<Cell key={entry.name} fill={entry.color} />
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))}
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</Pie>
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<Tooltip formatter={(v) => formatAmount(-Number(v ?? 0))} />
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<Legend />
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<Tooltip formatter={(v) => formatAmount(-Number(v ?? 0))} />
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<Legend wrapperStyle={{ fontSize: 14 }} iconType="circle" />
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</PieChart>
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</ResponsiveContainer>
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</CardContent>
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@@ -10,10 +10,12 @@ import {
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YAxis,
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} from "recharts";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { eur } from "@/lib/format";
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import { eur, formatEurCompact } from "@/lib/format";
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type Point = { month: string; income: number; expenses: number; balance: number };
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const axisTick = { fontSize: 13, fill: "var(--muted-foreground)" };
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export function MonthlyTrendChart({ data }: { data: Point[] }) {
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return (
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<Card>
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@@ -22,12 +24,25 @@ export function MonthlyTrendChart({ data }: { data: Point[] }) {
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</CardHeader>
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<CardContent className="h-80">
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<ResponsiveContainer width="100%" height="100%">
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<ComposedChart data={data}>
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<CartesianGrid strokeDasharray="3 3" />
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<XAxis dataKey="month" />
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<YAxis tickFormatter={(v) => eur.format(v)} />
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<ComposedChart data={data} margin={{ top: 8, right: 16, bottom: 0, left: 8 }}>
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<CartesianGrid strokeDasharray="3 3" stroke="var(--border)" />
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<XAxis
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dataKey="month"
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tick={axisTick}
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tickLine={false}
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axisLine={{ stroke: "var(--border)" }}
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height={44}
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interval="preserveStartEnd"
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/>
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<YAxis
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tickFormatter={formatEurCompact}
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tick={axisTick}
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tickLine={false}
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axisLine={false}
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width={64}
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/>
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<Tooltip formatter={(v) => eur.format(Number(v ?? 0))} />
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<Legend />
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<Legend wrapperStyle={{ fontSize: 14, paddingTop: 8 }} />
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<Bar dataKey="income" name="Einnahmen" fill="#22c55e" />
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<Bar dataKey="expenses" name="Ausgaben" fill="#ef4444" />
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<Line dataKey="balance" name="Saldo" stroke="#6366f1" strokeWidth={2} />
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17
src/components/charts/categoryBreakdownData.ts
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17
src/components/charts/categoryBreakdownData.ts
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@@ -0,0 +1,17 @@
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export type CategoryBreakdownItem = {
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name: string;
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amount: number;
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color: string;
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block?: "wiederkehrend" | "variabel";
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};
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export type CategoryPieItem = CategoryBreakdownItem & {
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chartAmount: number;
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};
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export function toCategoryPieData(data: CategoryBreakdownItem[]): CategoryPieItem[] {
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return data.map((item) => ({
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...item,
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chartAmount: Math.abs(item.amount),
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}));
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}
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88
src/components/chat/ChatHistory.tsx
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88
src/components/chat/ChatHistory.tsx
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@@ -0,0 +1,88 @@
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import { MessageCircle, Plus, Trash2 } from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { cn } from "@/lib/utils";
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export type ChatHistoryItem = {
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id: string;
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title: string;
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updatedAt: number;
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messageCount: number;
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};
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type ChatHistoryProps = {
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items: ChatHistoryItem[];
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activeId: string;
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onSelect: (id: string) => void;
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onCreate: () => void;
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onDelete: (id: string) => void;
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};
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const dateFormatter = new Intl.DateTimeFormat("de-DE", {
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day: "2-digit",
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month: "2-digit",
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hour: "2-digit",
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minute: "2-digit",
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});
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export function ChatHistory({
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items,
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activeId,
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onSelect,
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onCreate,
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onDelete,
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}: ChatHistoryProps) {
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return (
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<aside className="rounded-xl border bg-card text-card-foreground shadow-sm">
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<div className="flex items-center justify-between gap-2 border-b p-3">
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<div className="flex min-w-0 items-center gap-2">
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<MessageCircle className="h-4 w-4 shrink-0" />
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<h2 className="truncate text-sm font-semibold">Chat-Historie</h2>
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</div>
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<Button type="button" variant="outline" size="icon" onClick={onCreate} title="Neuer Chat">
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<Plus className="h-4 w-4" />
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</Button>
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</div>
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<div className="max-h-[64vh] overflow-y-auto p-2">
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{items.length === 0 ? (
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<p className="px-2 py-6 text-center text-sm text-muted-foreground">
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Noch keine Chats
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</p>
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) : (
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<div className="space-y-1">
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{items.map((item) => (
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<div
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key={item.id}
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className={cn(
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"group flex items-center gap-1 rounded-md",
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item.id === activeId ? "bg-accent" : "hover:bg-muted",
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)}
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>
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<button
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type="button"
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onClick={() => onSelect(item.id)}
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className="min-w-0 flex-1 px-2 py-2 text-left"
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>
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<span className="block truncate text-sm font-medium">{item.title}</span>
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<span className="block truncate text-xs text-muted-foreground">
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{dateFormatter.format(new Date(item.updatedAt))} · {item.messageCount} Nachrichten
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</span>
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</button>
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<Button
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type="button"
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variant="ghost"
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size="icon"
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className="mr-1 h-8 w-8 opacity-70 hover:opacity-100"
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onClick={() => onDelete(item.id)}
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title="Chat löschen"
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>
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<Trash2 className="h-4 w-4" />
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</Button>
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</div>
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))}
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</div>
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)}
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</div>
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</aside>
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);
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}
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129
src/components/layout/CategoryFilter.tsx
Normal file
129
src/components/layout/CategoryFilter.tsx
Normal file
@@ -0,0 +1,129 @@
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import { useMemo, useState } from "react";
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import * as Popover from "@radix-ui/react-popover";
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import { Check, ChevronDown, X } from "lucide-react";
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import { useQuery } from "convex/react";
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import { api } from "../../../convex/_generated/api";
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import { useFilters } from "@/context/FilterContext";
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import { Button } from "@/components/ui/button";
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import { cn } from "@/lib/utils";
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const NONE_VALUE = "__none__";
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export function CategoryFilter() {
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const categories = useQuery(api.categories.list);
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const { categoryIds, setCategoryIds } = useFilters();
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const [open, setOpen] = useState(false);
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const selectedSet = useMemo(() => new Set(categoryIds), [categoryIds]);
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const noneSelected = selectedSet.has(NONE_VALUE);
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const toggle = (value: string) => {
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const next = new Set(categoryIds);
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if (next.has(value)) {
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next.delete(value);
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} else {
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next.add(value);
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}
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setCategoryIds(Array.from(next));
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};
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const clear = () => setCategoryIds([]);
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const label = useMemo(() => {
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if (categoryIds.length === 0) return "Alle Kategorien";
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const names: string[] = [];
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if (noneSelected) names.push("Ohne Kategorie");
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categories?.forEach((c) => {
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if (selectedSet.has(c._id)) names.push(c.name);
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});
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if (names.length === 1) return names[0];
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return `${names.length} Kategorien`;
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}, [categoryIds.length, noneSelected, categories, selectedSet]);
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return (
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<Popover.Root open={open} onOpenChange={setOpen}>
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<Popover.Trigger asChild>
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<Button variant="outline" className="w-[200px] justify-between px-3">
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<span className="truncate">{label}</span>
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<ChevronDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
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</Button>
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</Popover.Trigger>
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<Popover.Portal>
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<Popover.Content
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align="start"
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sideOffset={4}
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className="z-50 w-[220px] rounded-md border bg-popover p-2 text-popover-foreground shadow-md"
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>
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<div className="mb-1 flex items-center justify-between px-1">
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<span className="text-xs font-medium text-muted-foreground">Kategorien filtern</span>
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{categoryIds.length > 0 && (
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<button
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type="button"
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onClick={clear}
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className="inline-flex items-center gap-0.5 text-xs text-muted-foreground hover:text-foreground"
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>
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<X className="h-3 w-3" /> Zurücksetzen
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</button>
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)}
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</div>
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<div className="max-h-72 overflow-auto">
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<CategoryItem
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value={NONE_VALUE}
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label="Ohne Kategorie"
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color="#9ca3af"
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checked={noneSelected}
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onToggle={() => toggle(NONE_VALUE)}
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/>
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{categories?.map((c) => (
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<CategoryItem
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key={c._id}
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value={c._id}
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label={c.name}
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color={c.color}
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checked={selectedSet.has(c._id)}
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onToggle={() => toggle(c._id)}
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/>
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))}
|
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</div>
|
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</Popover.Content>
|
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</Popover.Portal>
|
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</Popover.Root>
|
||||
);
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}
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function CategoryItem({
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value,
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label,
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color,
|
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checked,
|
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onToggle,
|
||||
}: {
|
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value: string;
|
||||
label: string;
|
||||
color: string;
|
||||
checked: boolean;
|
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onToggle: () => void;
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}) {
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return (
|
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<label
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||||
htmlFor={`cat-filter-${value}`}
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className={cn(
|
||||
"flex cursor-pointer items-center gap-2 rounded-sm px-2 py-1.5 text-sm hover:bg-accent",
|
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checked && "bg-accent/50",
|
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)}
|
||||
>
|
||||
<span className="flex h-4 w-4 items-center justify-center rounded border">
|
||||
{checked && <Check className="h-3 w-3" />}
|
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</span>
|
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<input
|
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id={`cat-filter-${value}`}
|
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type="checkbox"
|
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className="sr-only"
|
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checked={checked}
|
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onChange={onToggle}
|
||||
/>
|
||||
<span className="inline-block h-2.5 w-2.5 rounded-full" style={{ backgroundColor: color }} />
|
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<span className="flex-1 truncate">{label}</span>
|
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</label>
|
||||
);
|
||||
}
|
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@@ -2,6 +2,7 @@ import { NavLink } from "react-router-dom";
|
||||
import {
|
||||
CreditCard,
|
||||
FolderTree,
|
||||
MessageCircle,
|
||||
Import,
|
||||
LayoutDashboard,
|
||||
Settings,
|
||||
@@ -12,6 +13,7 @@ import { cn } from "@/lib/utils";
|
||||
const links = [
|
||||
{ to: "/", label: "Übersicht", icon: LayoutDashboard },
|
||||
{ to: "/transaktionen", label: "Transaktionen", icon: Wallet },
|
||||
{ to: "/talk", label: "Talk to Savings", icon: MessageCircle },
|
||||
{ to: "/kategorien", label: "Kategorien", icon: FolderTree },
|
||||
{ to: "/kredite", label: "Kredite", icon: CreditCard },
|
||||
{ to: "/import", label: "CSV & comdirect", icon: Import },
|
||||
|
||||
Reference in New Issue
Block a user