Files
finance-app/src/lib/hooks.ts
T
siddharthd 31cffbe1bb feat(finance): Phase 5 — Rules Engine
Add rules engine with CRUD API, condition/action evaluation, and apply-all endpoint.
UI: rule builder form with field/operator/value conditions, tag multi-select, apply button with result stats.
2026-03-08 16:56:13 +11:00

434 lines
12 KiB
TypeScript

"use client";
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import type { TransactionRow, StatementRow, TagRow } from "./queries";
import type { CurrentUser } from "./auth";
interface TransactionsResponse {
data: TransactionRow[];
total: number;
limit: number;
offset: number;
}
interface TransactionFilters {
from?: string;
to?: string;
category?: string;
bank_name?: string;
search?: string;
statement_id?: string;
tag_id?: string;
sort_by?: string;
sort_dir?: string;
limit?: number;
offset?: number;
}
function buildParams(filters: TransactionFilters): string {
const params = new URLSearchParams();
Object.entries(filters).forEach(([key, val]) => {
if (val !== undefined && val !== "") params.set(key, String(val));
});
return params.toString();
}
export function useTransactions(filters: TransactionFilters) {
return useQuery<TransactionsResponse>({
queryKey: ["transactions", filters],
queryFn: async () => {
const res = await fetch(`/api/transactions?${buildParams(filters)}`);
return res.json();
},
});
}
export function useTransaction(id: number) {
return useQuery<TransactionRow>({
queryKey: ["transaction", id],
queryFn: async () => {
const res = await fetch(`/api/transactions/${id}`);
return res.json();
},
});
}
export function useStatements() {
return useQuery<StatementRow[]>({
queryKey: ["statements"],
queryFn: async () => {
const res = await fetch("/api/statements");
return res.json();
},
});
}
export function useStatement(id: number) {
return useQuery<StatementRow>({
queryKey: ["statement", id],
queryFn: async () => {
const res = await fetch(`/api/statements/${id}`);
return res.json();
},
});
}
export function useBanks() {
return useQuery<string[]>({
queryKey: ["banks"],
queryFn: async () => {
const res = await fetch("/api/merchants?type=banks");
return res.json();
},
});
}
export function useUpdateTransaction() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({
id,
...data
}: {
id: number;
category?: string;
merchant_normalized?: string;
notes?: string;
}) => {
const res = await fetch(`/api/transactions/${id}`, {
method: "PATCH",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(data),
});
return res.json();
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["transactions"] });
qc.invalidateQueries({ queryKey: ["transaction"] });
},
});
}
export function useBulkAction() {
const qc = useQueryClient();
return useMutation({
mutationFn: async (body: {
action: string;
ids: number[];
category?: string;
merchant_normalized?: string;
splits?: { participant_id: number; share_percent: number }[];
tag_id?: number;
}) => {
const res = await fetch("/api/transactions/bulk", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(body),
});
if (!res.ok) {
const err = await res.json();
throw new Error(err.error || "Bulk action failed");
}
return res.json();
},
onSuccess: (_data, variables) => {
qc.invalidateQueries({ queryKey: ["transactions"] });
if (variables.action === "split") {
qc.invalidateQueries({ queryKey: ["splits"] });
qc.invalidateQueries({ queryKey: ["shared-transactions"] });
qc.invalidateQueries({ queryKey: ["participant-balances"] });
}
if (variables.action === "tag" || variables.action === "untag") {
qc.invalidateQueries({ queryKey: ["tags"] });
}
},
});
}
export function useParticipants() {
return useQuery<{ id: number; name: string; created_at: string }[]>({
queryKey: ["participants"],
queryFn: async () => {
const res = await fetch("/api/participants");
return res.json();
},
});
}
export function useParticipantBalances() {
return useQuery<{ id: number; name: string; total_owed: number; unsettled_count: number }[]>({
queryKey: ["participant-balances"],
queryFn: async () => {
const res = await fetch("/api/participants/balances");
return res.json();
},
});
}
export function useSharedTransactions() {
return useQuery({
queryKey: ["shared-transactions"],
queryFn: async () => {
const res = await fetch("/api/shared-transactions");
return res.json();
},
});
}
export function useTransactionSplits(transactionId: number) {
return useQuery({
queryKey: ["splits", transactionId],
queryFn: async () => {
const res = await fetch(`/api/transactions/${transactionId}/splits`);
return res.json();
},
});
}
export function useSetSplits() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({
transactionId,
splits,
}: {
transactionId: number;
splits: { participant_id: number; share_percent: number }[];
}) => {
const res = await fetch(`/api/transactions/${transactionId}/splits`, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ splits }),
});
if (!res.ok) {
const err = await res.json();
throw new Error(err.error || "Failed to set splits");
}
return res.json();
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["splits"] });
qc.invalidateQueries({ queryKey: ["shared-transactions"] });
qc.invalidateQueries({ queryKey: ["participant-balances"] });
},
});
}
export function useSettleSplits() {
const qc = useQueryClient();
return useMutation({
mutationFn: async (body: { participant_id?: number; split_ids?: number[] }) => {
const res = await fetch("/api/splits/settle", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(body),
});
return res.json();
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["shared-transactions"] });
qc.invalidateQueries({ queryKey: ["participant-balances"] });
},
});
}
export function useCurrentUser() {
return useQuery<CurrentUser>({
queryKey: ["me"],
queryFn: async () => {
const res = await fetch("/api/me");
if (!res.ok) throw new Error("Not authenticated");
return res.json();
},
});
}
export function useUpdateStatement() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ id, owner_id }: { id: number; owner_id: number }) => {
const res = await fetch(`/api/statements/${id}`, {
method: "PATCH",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ owner_id }),
});
return res.json();
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["statements"] });
qc.invalidateQueries({ queryKey: ["transactions"] });
},
});
}
export function useTags() {
return useQuery<(TagRow & { transaction_count: number })[]>({
queryKey: ["tags"],
queryFn: async () => {
const res = await fetch("/api/tags");
return res.json();
},
});
}
export function useCreateTag() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ name, color }: { name: string; color?: string }) => {
const res = await fetch("/api/tags", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ name, color }),
});
if (!res.ok) {
const err = await res.json();
throw new Error(err.error || "Failed to create tag");
}
return res.json();
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["tags"] }),
});
}
export function useDeleteTag() {
const qc = useQueryClient();
return useMutation({
mutationFn: async (id: number) => {
await fetch(`/api/tags/${id}`, { method: "DELETE" });
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["tags"] });
qc.invalidateQueries({ queryKey: ["transactions"] });
},
});
}
export function useAddTransactionTag() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ transactionId, tagId }: { transactionId: number; tagId: number }) => {
await fetch(`/api/transactions/${transactionId}/tags`, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ tag_id: tagId }),
});
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["transactions"] }),
});
}
export function useRemoveTransactionTag() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ transactionId, tagId }: { transactionId: number; tagId: number }) => {
await fetch(`/api/transactions/${transactionId}/tags`, {
method: "DELETE",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ tag_id: tagId }),
});
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["transactions"] }),
});
}
export function useCreateParticipant() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ name, email }: { name: string; email?: string }) => {
const res = await fetch("/api/participants", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ name, email }),
});
if (!res.ok) {
const err = await res.json();
throw new Error(err.error || "Failed to create participant");
}
return res.json();
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["participants"] });
qc.invalidateQueries({ queryKey: ["participant-balances"] });
},
});
}
// --- Rules ---
export interface RuleRow {
id: number;
name: string;
conditions: { field: string; operator: string; value: string }[];
actions: { set_category?: string; add_tag_ids?: number[]; set_merchant?: string };
enabled: boolean;
priority: number;
created_at: string;
}
export function useRules() {
return useQuery<RuleRow[]>({
queryKey: ["rules"],
queryFn: async () => {
const res = await fetch("/api/rules");
return res.json();
},
});
}
export function useCreateRule() {
const qc = useQueryClient();
return useMutation({
mutationFn: async (data: Omit<RuleRow, "id" | "created_at">) => {
const res = await fetch("/api/rules", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(data),
});
if (!res.ok) throw new Error("Failed to create rule");
return res.json();
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
});
}
export function useUpdateRule() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({ id, ...data }: Partial<RuleRow> & { id: number }) => {
const res = await fetch(`/api/rules/${id}`, {
method: "PATCH",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(data),
});
if (!res.ok) throw new Error("Failed to update rule");
return res.json();
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
});
}
export function useDeleteRule() {
const qc = useQueryClient();
return useMutation({
mutationFn: async (id: number) => {
await fetch(`/api/rules/${id}`, { method: "DELETE" });
},
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
});
}
export function useApplyRules() {
const qc = useQueryClient();
return useMutation({
mutationFn: async () => {
const res = await fetch("/api/rules/apply", { method: "POST" });
if (!res.ok) throw new Error("Failed to apply rules");
return res.json() as Promise<{ matched: number; transactions_affected: number }>;
},
onSuccess: () => {
qc.invalidateQueries({ queryKey: ["transactions"] });
qc.invalidateQueries({ queryKey: ["rules"] });
},
});
}