npm - @pfm-platform/expenses-feature - Versions diffs - 0.1.1 - Mend

@pfm-platform/expenses-feature 0.1.1

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package/dist/index.cjs ADDED Viewed

@@ -0,0 +1,282 @@
+'use strict';
+var React = require('react');
+var expensesDataAccess = require('@pfm-platform/expenses-data-access');
+var dateFns = require('date-fns');
+var jsxRuntime = require('react/jsx-runtime');
+function _interopDefault (e) { return e && e.__esModule ? e : { default: e }; }
+var React__default = /*#__PURE__*/_interopDefault(React);
+// src/hooks/useExpenseSummary.ts
+function useExpenseSummary({
+  userId,
+  filters
+}) {
+  const { data: expenses } = expensesDataAccess.useExpenses({ userId, filters });
+  return React.useMemo(() => {
+    if (!expenses || expenses.length === 0) {
+      return {
+        totalAmount: 0,
+        count: 0,
+        hasExpenses: false,
+        averageAmount: 0
+      };
+    }
+    const totalAmount = expenses.reduce((sum, expense) => {
+      return sum + parseFloat(expense.amount);
+    }, 0);
+    const count = expenses.length;
+    return {
+      totalAmount,
+      count,
+      hasExpenses: true,
+      averageAmount: totalAmount / count
+    };
+  }, [expenses]);
+}
+function useExpensesByCategory({
+  userId,
+  filters,
+  sortBy = "amount",
+  sortOrder = "desc"
+}) {
+  const { data: expenses } = expensesDataAccess.useExpenses({ userId, filters });
+  return React.useMemo(() => {
+    if (!expenses || expenses.length === 0) {
+      return [];
+    }
+    const total = expenses.reduce((sum, expense) => {
+      return sum + parseFloat(expense.amount);
+    }, 0);
+    const categories = expenses.map((expense) => {
+      const amount = parseFloat(expense.amount);
+      return {
+        tag: expense.tag,
+        amount,
+        percentage: total > 0 ? amount / total * 100 : 0
+      };
+    });
+    categories.sort((a, b) => {
+      if (sortBy === "amount") {
+        const diff = a.amount - b.amount;
+        return sortOrder === "asc" ? diff : -diff;
+      } else {
+        const comparison = a.tag.localeCompare(b.tag);
+        return sortOrder === "asc" ? comparison : -comparison;
+      }
+    });
+    return categories;
+  }, [expenses, sortBy, sortOrder]);
+}
+function useExpenseFilters(options = {}) {
+  return React.useMemo(() => {
+    const { begin_on, end_on, threshold } = options;
+    const hasDateFilter = !!(begin_on || end_on);
+    const hasThresholdFilter = !!(threshold && threshold > 0);
+    let dateRangeLabel;
+    if (begin_on || end_on) {
+      const formatDate = (dateStr) => {
+        const date = new Date(dateStr);
+        return date.toLocaleDateString("en-US", {
+          month: "short",
+          year: "numeric"
+        });
+      };
+      if (begin_on && end_on) {
+        dateRangeLabel = `${formatDate(begin_on)} - ${formatDate(end_on)}`;
+      } else if (begin_on) {
+        dateRangeLabel = `From ${formatDate(begin_on)}`;
+      } else if (end_on) {
+        dateRangeLabel = `Until ${formatDate(end_on)}`;
+      }
+    }
+    return {
+      hasDateFilter,
+      hasThresholdFilter,
+      hasActiveFilters: hasDateFilter || hasThresholdFilter,
+      dateRangeLabel
+    };
+  }, [options.begin_on, options.end_on, options.threshold]);
+}
+function validateExpenseFilters(options) {
+  const errors = [];
+  const { begin_on, end_on, threshold } = options;
+  const dateRegex = /^\d{4}-\d{2}-\d{2}$/;
+  if (begin_on && !dateRegex.test(begin_on)) {
+    errors.push("begin_on must be in YYYY-MM-DD format");
+  }
+  if (end_on && !dateRegex.test(end_on)) {
+    errors.push("end_on must be in YYYY-MM-DD format");
+  }
+  if (begin_on && end_on && dateRegex.test(begin_on) && dateRegex.test(end_on)) {
+    const beginDate = new Date(begin_on);
+    const endDate = new Date(end_on);
+    if (endDate < beginDate) {
+      errors.push("end_on must be after begin_on");
+    }
+  }
+  if (threshold !== void 0 && threshold < 0) {
+    errors.push("threshold must be non-negative");
+  }
+  return {
+    isValid: errors.length === 0,
+    errors
+  };
+}
+var ExpenseWheelContext = React.createContext(void 0);
+function generateDateRanges() {
+  const now = /* @__PURE__ */ new Date();
+  const endDate = dateFns.endOfMonth(now);
+  return [
+    {
+      label: "1M",
+      longLabel: "1 Month",
+      range: [dateFns.startOfMonth(dateFns.subMonths(endDate, 0)), endDate]
+    },
+    {
+      label: "3M",
+      longLabel: "3 Months",
+      range: [dateFns.startOfMonth(dateFns.subMonths(endDate, 2)), endDate]
+    },
+    {
+      label: "6M",
+      longLabel: "6 Months",
+      range: [dateFns.startOfMonth(dateFns.subMonths(endDate, 5)), endDate]
+    },
+    {
+      label: "1Y",
+      longLabel: "1 Year",
+      range: [dateFns.startOfMonth(dateFns.subMonths(endDate, 11)), endDate]
+    },
+    {
+      label: "All",
+      longLabel: "All Time",
+      range: [dateFns.startOfYear(dateFns.subYears(endDate, 5)), endDate]
+      // 5 years back
+    }
+  ];
+}
+function formatDateForAPI(date) {
+  return date.toISOString().split("T")[0];
+}
+function ExpenseWheelProvider({
+  children,
+  userId,
+  initialDateRangeIndex = 0
+}) {
+  const allDateRanges = React__default.default.useMemo(() => generateDateRanges(), []);
+  const [selectedDateRangeIndex, setSelectedDateRangeIndex] = React.useState(initialDateRangeIndex);
+  const [selectedTag, setSelectedTag] = React.useState(null);
+  const [settingsVisible, setSettingsVisible] = React.useState(false);
+  const [isBusy, setIsBusy] = React.useState(false);
+  const initialFilters = {
+    begin_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[0]),
+    end_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[1]),
+    accountIds: [],
+    excludedTags: []
+  };
+  const [filters, setFilters] = React.useState(initialFilters);
+  const [unsavedFilters, setUnsavedFilters] = React.useState(initialFilters);
+  const selectedDateRange = allDateRanges[selectedDateRangeIndex].range;
+  const selectDateRange = React.useCallback((index, force) => {
+    if (index < 0 || index >= allDateRanges.length) {
+      console.warn(`Invalid date range index: ${index}`);
+      return;
+    }
+    setSelectedDateRangeIndex(index);
+    const newRange = allDateRanges[index].range;
+    setFilters((prev) => ({
+      ...prev,
+      begin_on: formatDateForAPI(newRange[0]),
+      end_on: formatDateForAPI(newRange[1])
+    }));
+    setUnsavedFilters((prev) => ({
+      ...prev,
+      begin_on: formatDateForAPI(newRange[0]),
+      end_on: formatDateForAPI(newRange[1])
+    }));
+  }, [allDateRanges]);
+  const selectTag = React.useCallback((tag) => {
+    setSelectedTag((prev) => prev === tag ? null : tag);
+  }, []);
+  const showSettings = React.useCallback(() => {
+    setSettingsVisible(true);
+    setUnsavedFilters({ ...filters });
+  }, [filters]);
+  const hideSettings = React.useCallback(() => {
+    setSettingsVisible(false);
+  }, []);
+  const updateFilters = React.useCallback((partial) => {
+    setUnsavedFilters((prev) => ({ ...prev, ...partial }));
+  }, []);
+  const saveFilters = React.useCallback(() => {
+    setFilters({ ...unsavedFilters });
+    setSettingsVisible(false);
+  }, [unsavedFilters]);
+  const cancelFilters = React.useCallback(() => {
+    setUnsavedFilters({ ...filters });
+    setSettingsVisible(false);
+  }, [filters]);
+  const toggleAccount = React.useCallback((accountId) => {
+    setUnsavedFilters((prev) => {
+      const accountIds = prev.accountIds || [];
+      const exists = accountIds.includes(accountId);
+      return {
+        ...prev,
+        accountIds: exists ? accountIds.filter((id) => id !== accountId) : [...accountIds, accountId]
+      };
+    });
+  }, []);
+  const toggleExcludedTag = React.useCallback((tag) => {
+    setUnsavedFilters((prev) => {
+      const excludedTags = prev.excludedTags || [];
+      const exists = excludedTags.includes(tag);
+      return {
+        ...prev,
+        excludedTags: exists ? excludedTags.filter((t) => t !== tag) : [...excludedTags, tag]
+      };
+    });
+  }, []);
+  const setBusy = React.useCallback((busy) => {
+    setIsBusy(busy);
+  }, []);
+  const value = {
+    selectedDateRangeIndex,
+    selectedDateRange,
+    allDateRanges,
+    selectedTag,
+    settingsVisible,
+    filters,
+    unsavedFilters,
+    isBusy,
+    selectDateRange,
+    selectTag,
+    showSettings,
+    hideSettings,
+    updateFilters,
+    saveFilters,
+    cancelFilters,
+    toggleAccount,
+    toggleExcludedTag,
+    setBusy
+  };
+  return /* @__PURE__ */ jsxRuntime.jsx(ExpenseWheelContext.Provider, { value, children });
+}
+function useExpenseWheelContext() {
+  const context = React.useContext(ExpenseWheelContext);
+  if (!context) {
+    throw new Error("useExpenseWheelContext must be used within ExpenseWheelProvider");
+  }
+  return context;
+}
+exports.ExpenseWheelProvider = ExpenseWheelProvider;
+exports.useExpenseFilters = useExpenseFilters;
+exports.useExpenseSummary = useExpenseSummary;
+exports.useExpenseWheelContext = useExpenseWheelContext;
+exports.useExpensesByCategory = useExpensesByCategory;
+exports.validateExpenseFilters = validateExpenseFilters;
+//# sourceMappingURL=index.cjs.map
+//# sourceMappingURL=index.cjs.map

package/dist/index.cjs.map ADDED Viewed

@@ -0,0 +1 @@

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{ useMemo } from 'react';\nimport { useExpenses } from '@pfm-platform/expenses-data-access';\n\nexport interface ExpenseSummary {\n totalAmount: number;\n count: number;\n hasExpenses: boolean;\n averageAmount: number;\n}\n\ninterface UseExpenseSummaryParams {\n userId: string;\n filters?: {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n };\n}\n\n/**\n * Calculate summary statistics for expenses\n *\n * Business logic:\n * - totalAmount: Sum of all expense amounts (parsed from strings)\n * - count: Total number of expense categories\n * - hasExpenses: Boolean flag for conditional rendering\n * - averageAmount: Average expense per category\n *\n * @param params - User ID and optional filters (date range, threshold)\n * @returns Summary statistics for expenses\n */\nexport function useExpenseSummary({\n userId,\n filters,\n}: UseExpenseSummaryParams): ExpenseSummary {\n const { data: expenses } = useExpenses({ userId, filters });\n\n return useMemo(() => {\n if (!expenses || expenses.length === 0) {\n return {\n totalAmount: 0,\n count: 0,\n hasExpenses: false,\n averageAmount: 0,\n };\n }\n\n // Parse string amounts and sum\n const totalAmount = expenses.reduce((sum, expense) => {\n return sum + parseFloat(expense.amount);\n }, 0);\n\n const count = expenses.length;\n\n return {\n totalAmount,\n count,\n hasExpenses: true,\n averageAmount: totalAmount / count,\n };\n }, [expenses]);\n}\n","import { useMemo } from 'react';\nimport { useExpenses } from '@pfm-platform/expenses-data-access';\nimport type { Expense } from '@pfm-platform/shared';\n\nexport interface ExpenseCategory {\n tag: string;\n amount: number;\n percentage: number;\n}\n\ninterface UseExpensesByCategoryParams {\n userId: string;\n filters?: {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n };\n sortBy?: 'amount' | 'tag';\n sortOrder?: 'asc' | 'desc';\n}\n\n/**\n * Group and sort expenses by category (tag)\n *\n * Business logic:\n * - Parse string amounts to numbers for calculations\n * - Calculate percentage of total for each category\n * - Sort by amount (default, descending) or tag name\n * - Return structured category objects with parsed amounts\n *\n * @param params - User ID, filters, and sorting options\n * @returns Array of expense categories with amounts and percentages\n */\nexport function useExpensesByCategory({\n userId,\n filters,\n sortBy = 'amount',\n sortOrder = 'desc',\n}: UseExpensesByCategoryParams): ExpenseCategory[] {\n const { data: expenses } = useExpenses({ userId, filters });\n\n return useMemo(() => {\n if (!expenses || expenses.length === 0) {\n return [];\n }\n\n // Calculate total for percentages\n const total = expenses.reduce((sum, expense) => {\n return sum + parseFloat(expense.amount);\n }, 0);\n\n // Transform expenses to categories with parsed amounts and percentages\n const categories: ExpenseCategory[] = expenses.map((expense) => {\n const amount = parseFloat(expense.amount);\n return {\n tag: expense.tag,\n amount,\n percentage: total > 0 ? (amount / total) * 100 : 0,\n };\n });\n\n // Sort categories\n categories.sort((a, b) => {\n if (sortBy === 'amount') {\n const diff = a.amount - b.amount;\n return sortOrder === 'asc' ? diff : -diff;\n } else {\n // Sort by tag name\n const comparison = a.tag.localeCompare(b.tag);\n return sortOrder === 'asc' ? comparison : -comparison;\n }\n });\n\n return categories;\n }, [expenses, sortBy, sortOrder]);\n}\n","import { useMemo } from 'react';\n\nexport interface ExpenseFilterState {\n hasDateFilter: boolean;\n hasThresholdFilter: boolean;\n hasActiveFilters: boolean;\n dateRangeLabel?: string;\n}\n\nexport interface ExpenseFilterOptions {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n}\n\n/**\n * Check which expense filters are active and provide helper methods\n *\n * Business logic:\n * - hasDateFilter: begin_on or end_on is set\n * - hasThresholdFilter: threshold is set and > 0\n * - hasActiveFilters: any filter is active\n * - dateRangeLabel: Human-readable date range (e.g., \"Jan 2024 - Mar 2024\")\n *\n * @param options - Filter options (begin_on, end_on, threshold)\n * @returns Object with boolean flags and helper properties\n *\n * @example\n * ```tsx\n * function ExpenseFilters() {\n * const [filters, setFilters] = useState({\n * begin_on: '2024-01-01',\n * end_on: '2024-03-31',\n * threshold: 100\n * });\n *\n * const filterState = useExpenseFilters(filters);\n *\n * return (\n * <div>\n * {filterState.hasActiveFilters && (\n * <p>Active filters: {filterState.dateRangeLabel}</p>\n * )}\n * {filterState.hasThresholdFilter && (\n * <p>Showing expenses above ${filters.threshold}</p>\n * )}\n * </div>\n * );\n * }\n * ```\n */\nexport function useExpenseFilters(\n options: ExpenseFilterOptions = {}\n): ExpenseFilterState {\n return useMemo(() => {\n const { begin_on, end_on, threshold } = options;\n\n const hasDateFilter = !!(begin_on || end_on);\n const hasThresholdFilter = !!(threshold && threshold > 0);\n\n // Generate human-readable date range label\n let dateRangeLabel: string | undefined;\n if (begin_on || end_on) {\n const formatDate = (dateStr: string) => {\n const date = new Date(dateStr);\n return date.toLocaleDateString('en-US', {\n month: 'short',\n year: 'numeric',\n });\n };\n\n if (begin_on && end_on) {\n dateRangeLabel = `${formatDate(begin_on)} - ${formatDate(end_on)}`;\n } else if (begin_on) {\n dateRangeLabel = `From ${formatDate(begin_on)}`;\n } else if (end_on) {\n dateRangeLabel = `Until ${formatDate(end_on)}`;\n }\n }\n\n return {\n hasDateFilter,\n hasThresholdFilter,\n hasActiveFilters: hasDateFilter || hasThresholdFilter,\n dateRangeLabel,\n };\n }, [options.begin_on, options.end_on, options.threshold]);\n}\n\n/**\n * Validate expense filter values\n *\n * Business logic:\n * - begin_on must be valid date format (YYYY-MM-DD)\n * - end_on must be valid date format (YYYY-MM-DD)\n * - end_on must be after begin_on if both provided\n * - threshold must be non-negative if provided\n *\n * @param options - Filter options to validate\n * @returns Validation result with errors array\n *\n * @example\n * ```tsx\n * function ExpenseFilterForm() {\n * const handleSubmit = (filters: ExpenseFilterOptions) => {\n * const validation = validateExpenseFilters(filters);\n * if (!validation.isValid) {\n * alert(validation.errors.join(', '));\n * return;\n * }\n * // Apply filters...\n * };\n * }\n * ```\n */\nexport function validateExpenseFilters(\n options: ExpenseFilterOptions\n): { isValid: boolean; errors: string[] } {\n const errors: string[] = [];\n const { begin_on, end_on, threshold } = options;\n\n // Validate date format (YYYY-MM-DD)\n const dateRegex = /^\\d{4}-\\d{2}-\\d{2}$/;\n\n if (begin_on && !dateRegex.test(begin_on)) {\n errors.push('begin_on must be in YYYY-MM-DD format');\n }\n\n if (end_on && !dateRegex.test(end_on)) {\n errors.push('end_on must be in YYYY-MM-DD format');\n }\n\n // Validate date range logic\n if (begin_on && end_on && dateRegex.test(begin_on) && dateRegex.test(end_on)) {\n const beginDate = new Date(begin_on);\n const endDate = new Date(end_on);\n\n if (endDate < beginDate) {\n errors.push('end_on must be after begin_on');\n }\n }\n\n // Validate threshold\n if (threshold !== undefined && threshold < 0) {\n errors.push('threshold must be non-negative');\n }\n\n return {\n isValid: errors.length === 0,\n errors,\n };\n}\n","/**\n * ExpenseWheelContext\n *\n * Provides state management for the Expense Wheel and Analyzer views.\n * Manages date range selection, category selection, settings panel, and filters.\n *\n * Legacy Pattern: Replaces MobX spendingStore.Wheel observables with React Context\n */\n\nimport React, { createContext, useContext, useState, useCallback, ReactNode } from 'react';\nimport { startOfMonth, endOfMonth, subMonths, subYears, startOfYear, parseISO, isValid } from 'date-fns';\n\n/**\n * Date range configuration matching legacy Wheel.allDateRanges\n */\nexport interface DateRangeConfig {\n label: string;\n longLabel: string;\n range: [Date, Date];\n}\n\n/**\n * Expense filter configuration\n */\nexport interface ExpenseFilters {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n accountIds?: string[];\n excludedTags?: string[];\n}\n\n/**\n * Context state interface\n */\nexport interface ExpenseWheelContextState {\n // Date Range State\n selectedDateRangeIndex: number;\n selectedDateRange: [Date, Date];\n allDateRanges: DateRangeConfig[];\n\n // Category Selection\n selectedTag: string | null;\n\n // Settings Panel\n settingsVisible: boolean;\n\n // Filters\n filters: ExpenseFilters;\n unsavedFilters: ExpenseFilters;\n\n // Loading State\n isBusy: boolean;\n\n // Actions\n selectDateRange: (index: number, force?: boolean) => void;\n selectTag: (tag: string | null) => void;\n showSettings: () => void;\n hideSettings: () => void;\n updateFilters: (filters: Partial<ExpenseFilters>) => void;\n saveFilters: () => void;\n cancelFilters: () => void;\n toggleAccount: (accountId: string) => void;\n toggleExcludedTag: (tag: string) => void;\n setBusy: (busy: boolean) => void;\n}\n\nconst ExpenseWheelContext = createContext<ExpenseWheelContextState | undefined>(undefined);\n\n/**\n * Generate predefined date ranges matching legacy implementation\n */\nfunction generateDateRanges(): DateRangeConfig[] {\n const now = new Date();\n const endDate = endOfMonth(now);\n\n return [\n {\n label: '1M',\n longLabel: '1 Month',\n range: [startOfMonth(subMonths(endDate, 0)), endDate],\n },\n {\n label: '3M',\n longLabel: '3 Months',\n range: [startOfMonth(subMonths(endDate, 2)), endDate],\n },\n {\n label: '6M',\n longLabel: '6 Months',\n range: [startOfMonth(subMonths(endDate, 5)), endDate],\n },\n {\n label: '1Y',\n longLabel: '1 Year',\n range: [startOfMonth(subMonths(endDate, 11)), endDate],\n },\n {\n label: 'All',\n longLabel: 'All Time',\n range: [startOfYear(subYears(endDate, 5)), endDate], // 5 years back\n },\n ];\n}\n\n/**\n * Format date for API (YYYY-MM-DD)\n */\nfunction formatDateForAPI(date: Date): string {\n return date.toISOString().split('T')[0];\n}\n\nexport interface ExpenseWheelProviderProps {\n children: ReactNode;\n userId: string;\n initialDateRangeIndex?: number;\n}\n\n/**\n * ExpenseWheelProvider Component\n *\n * Provides expense wheel state and actions via Context API\n */\nexport function ExpenseWheelProvider({\n children,\n userId,\n initialDateRangeIndex = 0,\n}: ExpenseWheelProviderProps) {\n const allDateRanges = React.useMemo(() => generateDateRanges(), []);\n\n const [selectedDateRangeIndex, setSelectedDateRangeIndex] = useState(initialDateRangeIndex);\n const [selectedTag, setSelectedTag] = useState<string | null>(null);\n const [settingsVisible, setSettingsVisible] = useState(false);\n const [isBusy, setIsBusy] = useState(false);\n\n // Initialize filters from selected date range\n const initialFilters: ExpenseFilters = {\n begin_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[0]),\n end_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[1]),\n accountIds: [],\n excludedTags: [],\n };\n\n const [filters, setFilters] = useState<ExpenseFilters>(initialFilters);\n const [unsavedFilters, setUnsavedFilters] = useState<ExpenseFilters>(initialFilters);\n\n const selectedDateRange = allDateRanges[selectedDateRangeIndex].range;\n\n /**\n * Select date range by index\n * Matches legacy: Wheel.selectDateRange(range, force)\n */\n const selectDateRange = useCallback((index: number, force?: boolean) => {\n if (index < 0 || index >= allDateRanges.length) {\n console.warn(`Invalid date range index: ${index}`);\n return;\n }\n\n setSelectedDateRangeIndex(index);\n const newRange = allDateRanges[index].range;\n\n // Update filters with new date range\n setFilters(prev => ({\n ...prev,\n begin_on: formatDateForAPI(newRange[0]),\n end_on: formatDateForAPI(newRange[1]),\n }));\n\n setUnsavedFilters(prev => ({\n ...prev,\n begin_on: formatDateForAPI(newRange[0]),\n end_on: formatDateForAPI(newRange[1]),\n }));\n }, [allDateRanges]);\n\n /**\n * Select category tag\n * Matches legacy: Wheel.selectTag(tag)\n */\n const selectTag = useCallback((tag: string | null) => {\n // Toggle behavior: if same tag clicked, deselect\n setSelectedTag(prev => (prev === tag ? null : tag));\n }, []);\n\n /**\n * Show settings panel\n * Matches legacy: Wheel.showSettings()\n */\n const showSettings = useCallback(() => {\n setSettingsVisible(true);\n // Copy current filters to unsaved (edit buffer)\n setUnsavedFilters({ ...filters });\n }, [filters]);\n\n /**\n * Hide settings panel\n * Matches legacy: Wheel.hideSettings()\n */\n const hideSettings = useCallback(() => {\n setSettingsVisible(false);\n }, []);\n\n /**\n * Update unsaved filters (while settings panel is open)\n */\n const updateFilters = useCallback((partial: Partial<ExpenseFilters>) => {\n setUnsavedFilters(prev => ({ ...prev, ...partial }));\n }, []);\n\n /**\n * Save unsaved filters and close settings\n * Matches legacy: Wheel.saveExcludedTags()\n */\n const saveFilters = useCallback(() => {\n setFilters({ ...unsavedFilters });\n setSettingsVisible(false);\n }, [unsavedFilters]);\n\n /**\n * Cancel unsaved changes and close settings\n */\n const cancelFilters = useCallback(() => {\n setUnsavedFilters({ ...filters });\n setSettingsVisible(false);\n }, [filters]);\n\n /**\n * Toggle account inclusion in filters\n * Matches legacy: Wheel.toggleAccount(account)\n */\n const toggleAccount = useCallback((accountId: string) => {\n setUnsavedFilters(prev => {\n const accountIds = prev.accountIds || [];\n const exists = accountIds.includes(accountId);\n\n return {\n ...prev,\n accountIds: exists\n ? accountIds.filter(id => id !== accountId)\n : [...accountIds, accountId],\n };\n });\n }, []);\n\n /**\n * Toggle tag exclusion\n */\n const toggleExcludedTag = useCallback((tag: string) => {\n setUnsavedFilters(prev => {\n const excludedTags = prev.excludedTags || [];\n const exists = excludedTags.includes(tag);\n\n return {\n ...prev,\n excludedTags: exists\n ? excludedTags.filter(t => t !== tag)\n : [...excludedTags, tag],\n };\n });\n }, []);\n\n /**\n * Set busy/loading state\n */\n const setBusy = useCallback((busy: boolean) => {\n setIsBusy(busy);\n }, []);\n\n const value: ExpenseWheelContextState = {\n selectedDateRangeIndex,\n selectedDateRange,\n allDateRanges,\n selectedTag,\n settingsVisible,\n filters,\n unsavedFilters,\n isBusy,\n selectDateRange,\n selectTag,\n showSettings,\n hideSettings,\n updateFilters,\n saveFilters,\n cancelFilters,\n toggleAccount,\n toggleExcludedTag,\n setBusy,\n };\n\n return (\n <ExpenseWheelContext.Provider value={value}>\n {children}\n </ExpenseWheelContext.Provider>\n );\n}\n\n/**\n * Hook to access ExpenseWheelContext\n * Throws error if used outside provider\n */\nexport function useExpenseWheelContext(): ExpenseWheelContextState {\n const context = useContext(ExpenseWheelContext);\n\n if (!context) {\n throw new Error('useExpenseWheelContext must be used within ExpenseWheelProvider');\n }\n\n return context;\n}\n"]}

package/dist/index.d.cts ADDED Viewed

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+import * as react_jsx_runtime from 'react/jsx-runtime';
+import { ReactNode } from 'react';
+interface ExpenseSummary {
+    totalAmount: number;
+    count: number;
+    hasExpenses: boolean;
+    averageAmount: number;
+}
+interface UseExpenseSummaryParams {
+    userId: string;
+    filters?: {
+        begin_on?: string;
+        end_on?: string;
+        threshold?: number;
+    };
+}
+/**
+ * Calculate summary statistics for expenses
+ *
+ * Business logic:
+ * - totalAmount: Sum of all expense amounts (parsed from strings)
+ * - count: Total number of expense categories
+ * - hasExpenses: Boolean flag for conditional rendering
+ * - averageAmount: Average expense per category
+ *
+ * @param params - User ID and optional filters (date range, threshold)
+ * @returns Summary statistics for expenses
+ */
+declare function useExpenseSummary({ userId, filters, }: UseExpenseSummaryParams): ExpenseSummary;
+interface ExpenseCategory {
+    tag: string;
+    amount: number;
+    percentage: number;
+}
+interface UseExpensesByCategoryParams {
+    userId: string;
+    filters?: {
+        begin_on?: string;
+        end_on?: string;
+        threshold?: number;
+    };
+    sortBy?: 'amount' | 'tag';
+    sortOrder?: 'asc' | 'desc';
+}
+/**
+ * Group and sort expenses by category (tag)
+ *
+ * Business logic:
+ * - Parse string amounts to numbers for calculations
+ * - Calculate percentage of total for each category
+ * - Sort by amount (default, descending) or tag name
+ * - Return structured category objects with parsed amounts
+ *
+ * @param params - User ID, filters, and sorting options
+ * @returns Array of expense categories with amounts and percentages
+ */
+declare function useExpensesByCategory({ userId, filters, sortBy, sortOrder, }: UseExpensesByCategoryParams): ExpenseCategory[];
+interface ExpenseFilterState {
+    hasDateFilter: boolean;
+    hasThresholdFilter: boolean;
+    hasActiveFilters: boolean;
+    dateRangeLabel?: string;
+}
+interface ExpenseFilterOptions {
+    begin_on?: string;
+    end_on?: string;
+    threshold?: number;
+}
+/**
+ * Check which expense filters are active and provide helper methods
+ *
+ * Business logic:
+ * - hasDateFilter: begin_on or end_on is set
+ * - hasThresholdFilter: threshold is set and > 0
+ * - hasActiveFilters: any filter is active
+ * - dateRangeLabel: Human-readable date range (e.g., "Jan 2024 - Mar 2024")
+ *
+ * @param options - Filter options (begin_on, end_on, threshold)
+ * @returns Object with boolean flags and helper properties
+ *
+ * @example
+ * ```tsx
+ * function ExpenseFilters() {
+ *   const [filters, setFilters] = useState({
+ *     begin_on: '2024-01-01',
+ *     end_on: '2024-03-31',
+ *     threshold: 100
+ *   });
+ *
+ *   const filterState = useExpenseFilters(filters);
+ *
+ *   return (
+ *     <div>
+ *       {filterState.hasActiveFilters && (
+ *         <p>Active filters: {filterState.dateRangeLabel}</p>
+ *       )}
+ *       {filterState.hasThresholdFilter && (
+ *         <p>Showing expenses above ${filters.threshold}</p>
+ *       )}
+ *     </div>
+ *   );
+ * }
+ * ```
+ */
+declare function useExpenseFilters(options?: ExpenseFilterOptions): ExpenseFilterState;
+/**
+ * Validate expense filter values
+ *
+ * Business logic:
+ * - begin_on must be valid date format (YYYY-MM-DD)
+ * - end_on must be valid date format (YYYY-MM-DD)
+ * - end_on must be after begin_on if both provided
+ * - threshold must be non-negative if provided
+ *
+ * @param options - Filter options to validate
+ * @returns Validation result with errors array
+ *
+ * @example
+ * ```tsx
+ * function ExpenseFilterForm() {
+ *   const handleSubmit = (filters: ExpenseFilterOptions) => {
+ *     const validation = validateExpenseFilters(filters);
+ *     if (!validation.isValid) {
+ *       alert(validation.errors.join(', '));
+ *       return;
+ *     }
+ *     // Apply filters...
+ *   };
+ * }
+ * ```
+ */
+declare function validateExpenseFilters(options: ExpenseFilterOptions): {
+    isValid: boolean;
+    errors: string[];
+};
+/**
+ * Date range configuration matching legacy Wheel.allDateRanges
+ */
+interface DateRangeConfig {
+    label: string;
+    longLabel: string;
+    range: [Date, Date];
+}
+/**
+ * Expense filter configuration
+ */
+interface ExpenseFilters {
+    begin_on?: string;
+    end_on?: string;
+    threshold?: number;
+    accountIds?: string[];
+    excludedTags?: string[];
+}
+/**
+ * Context state interface
+ */
+interface ExpenseWheelContextState {
+    selectedDateRangeIndex: number;
+    selectedDateRange: [Date, Date];
+    allDateRanges: DateRangeConfig[];
+    selectedTag: string | null;
+    settingsVisible: boolean;
+    filters: ExpenseFilters;
+    unsavedFilters: ExpenseFilters;
+    isBusy: boolean;
+    selectDateRange: (index: number, force?: boolean) => void;
+    selectTag: (tag: string | null) => void;
+    showSettings: () => void;
+    hideSettings: () => void;
+    updateFilters: (filters: Partial<ExpenseFilters>) => void;
+    saveFilters: () => void;
+    cancelFilters: () => void;
+    toggleAccount: (accountId: string) => void;
+    toggleExcludedTag: (tag: string) => void;
+    setBusy: (busy: boolean) => void;
+}
+interface ExpenseWheelProviderProps {
+    children: ReactNode;
+    userId: string;
+    initialDateRangeIndex?: number;
+}
+/**
+ * ExpenseWheelProvider Component
+ *
+ * Provides expense wheel state and actions via Context API
+ */
+declare function ExpenseWheelProvider({ children, userId, initialDateRangeIndex, }: ExpenseWheelProviderProps): react_jsx_runtime.JSX.Element;
+/**
+ * Hook to access ExpenseWheelContext
+ * Throws error if used outside provider
+ */
+declare function useExpenseWheelContext(): ExpenseWheelContextState;
+export { type DateRangeConfig, type ExpenseCategory, type ExpenseFilterOptions, type ExpenseFilterState, type ExpenseFilters, type ExpenseSummary, type ExpenseWheelContextState, ExpenseWheelProvider, type ExpenseWheelProviderProps, useExpenseFilters, useExpenseSummary, useExpenseWheelContext, useExpensesByCategory, validateExpenseFilters };

package/dist/index.d.ts ADDED Viewed

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+import * as react_jsx_runtime from 'react/jsx-runtime';
+import { ReactNode } from 'react';
+interface ExpenseSummary {
+    totalAmount: number;
+    count: number;
+    hasExpenses: boolean;
+    averageAmount: number;
+}
+interface UseExpenseSummaryParams {
+    userId: string;
+    filters?: {
+        begin_on?: string;
+        end_on?: string;
+        threshold?: number;
+    };
+}
+/**
+ * Calculate summary statistics for expenses
+ *
+ * Business logic:
+ * - totalAmount: Sum of all expense amounts (parsed from strings)
+ * - count: Total number of expense categories
+ * - hasExpenses: Boolean flag for conditional rendering
+ * - averageAmount: Average expense per category
+ *
+ * @param params - User ID and optional filters (date range, threshold)
+ * @returns Summary statistics for expenses
+ */
+declare function useExpenseSummary({ userId, filters, }: UseExpenseSummaryParams): ExpenseSummary;
+interface ExpenseCategory {
+    tag: string;
+    amount: number;
+    percentage: number;
+}
+interface UseExpensesByCategoryParams {
+    userId: string;
+    filters?: {
+        begin_on?: string;
+        end_on?: string;
+        threshold?: number;
+    };
+    sortBy?: 'amount' | 'tag';
+    sortOrder?: 'asc' | 'desc';
+}
+/**
+ * Group and sort expenses by category (tag)
+ *
+ * Business logic:
+ * - Parse string amounts to numbers for calculations
+ * - Calculate percentage of total for each category
+ * - Sort by amount (default, descending) or tag name
+ * - Return structured category objects with parsed amounts
+ *
+ * @param params - User ID, filters, and sorting options
+ * @returns Array of expense categories with amounts and percentages
+ */
+declare function useExpensesByCategory({ userId, filters, sortBy, sortOrder, }: UseExpensesByCategoryParams): ExpenseCategory[];
+interface ExpenseFilterState {
+    hasDateFilter: boolean;
+    hasThresholdFilter: boolean;
+    hasActiveFilters: boolean;
+    dateRangeLabel?: string;
+}
+interface ExpenseFilterOptions {
+    begin_on?: string;
+    end_on?: string;
+    threshold?: number;
+}
+/**
+ * Check which expense filters are active and provide helper methods
+ *
+ * Business logic:
+ * - hasDateFilter: begin_on or end_on is set
+ * - hasThresholdFilter: threshold is set and > 0
+ * - hasActiveFilters: any filter is active
+ * - dateRangeLabel: Human-readable date range (e.g., "Jan 2024 - Mar 2024")
+ *
+ * @param options - Filter options (begin_on, end_on, threshold)
+ * @returns Object with boolean flags and helper properties
+ *
+ * @example
+ * ```tsx
+ * function ExpenseFilters() {
+ *   const [filters, setFilters] = useState({
+ *     begin_on: '2024-01-01',
+ *     end_on: '2024-03-31',
+ *     threshold: 100
+ *   });
+ *
+ *   const filterState = useExpenseFilters(filters);
+ *
+ *   return (
+ *     <div>
+ *       {filterState.hasActiveFilters && (
+ *         <p>Active filters: {filterState.dateRangeLabel}</p>
+ *       )}
+ *       {filterState.hasThresholdFilter && (
+ *         <p>Showing expenses above ${filters.threshold}</p>
+ *       )}
+ *     </div>
+ *   );
+ * }
+ * ```
+ */
+declare function useExpenseFilters(options?: ExpenseFilterOptions): ExpenseFilterState;
+/**
+ * Validate expense filter values
+ *
+ * Business logic:
+ * - begin_on must be valid date format (YYYY-MM-DD)
+ * - end_on must be valid date format (YYYY-MM-DD)
+ * - end_on must be after begin_on if both provided
+ * - threshold must be non-negative if provided
+ *
+ * @param options - Filter options to validate
+ * @returns Validation result with errors array
+ *
+ * @example
+ * ```tsx
+ * function ExpenseFilterForm() {
+ *   const handleSubmit = (filters: ExpenseFilterOptions) => {
+ *     const validation = validateExpenseFilters(filters);
+ *     if (!validation.isValid) {
+ *       alert(validation.errors.join(', '));
+ *       return;
+ *     }
+ *     // Apply filters...
+ *   };
+ * }
+ * ```
+ */
+declare function validateExpenseFilters(options: ExpenseFilterOptions): {
+    isValid: boolean;
+    errors: string[];
+};
+/**
+ * Date range configuration matching legacy Wheel.allDateRanges
+ */
+interface DateRangeConfig {
+    label: string;
+    longLabel: string;
+    range: [Date, Date];
+}
+/**
+ * Expense filter configuration
+ */
+interface ExpenseFilters {
+    begin_on?: string;
+    end_on?: string;
+    threshold?: number;
+    accountIds?: string[];
+    excludedTags?: string[];
+}
+/**
+ * Context state interface
+ */
+interface ExpenseWheelContextState {
+    selectedDateRangeIndex: number;
+    selectedDateRange: [Date, Date];
+    allDateRanges: DateRangeConfig[];
+    selectedTag: string | null;
+    settingsVisible: boolean;
+    filters: ExpenseFilters;
+    unsavedFilters: ExpenseFilters;
+    isBusy: boolean;
+    selectDateRange: (index: number, force?: boolean) => void;
+    selectTag: (tag: string | null) => void;
+    showSettings: () => void;
+    hideSettings: () => void;
+    updateFilters: (filters: Partial<ExpenseFilters>) => void;
+    saveFilters: () => void;
+    cancelFilters: () => void;
+    toggleAccount: (accountId: string) => void;
+    toggleExcludedTag: (tag: string) => void;
+    setBusy: (busy: boolean) => void;
+}
+interface ExpenseWheelProviderProps {
+    children: ReactNode;
+    userId: string;
+    initialDateRangeIndex?: number;
+}
+/**
+ * ExpenseWheelProvider Component
+ *
+ * Provides expense wheel state and actions via Context API
+ */
+declare function ExpenseWheelProvider({ children, userId, initialDateRangeIndex, }: ExpenseWheelProviderProps): react_jsx_runtime.JSX.Element;
+/**
+ * Hook to access ExpenseWheelContext
+ * Throws error if used outside provider
+ */
+declare function useExpenseWheelContext(): ExpenseWheelContextState;
+export { type DateRangeConfig, type ExpenseCategory, type ExpenseFilterOptions, type ExpenseFilterState, type ExpenseFilters, type ExpenseSummary, type ExpenseWheelContextState, ExpenseWheelProvider, type ExpenseWheelProviderProps, useExpenseFilters, useExpenseSummary, useExpenseWheelContext, useExpensesByCategory, validateExpenseFilters };

package/dist/index.js ADDED Viewed

@@ -0,0 +1,271 @@
+import React, { createContext, useMemo, useState, useCallback, useContext } from 'react';
+import { useExpenses } from '@pfm-platform/expenses-data-access';
+import { endOfMonth, startOfMonth, startOfYear, subMonths, subYears } from 'date-fns';
+import { jsx } from 'react/jsx-runtime';
+// src/hooks/useExpenseSummary.ts
+function useExpenseSummary({
+  userId,
+  filters
+}) {
+  const { data: expenses } = useExpenses({ userId, filters });
+  return useMemo(() => {
+    if (!expenses || expenses.length === 0) {
+      return {
+        totalAmount: 0,
+        count: 0,
+        hasExpenses: false,
+        averageAmount: 0
+      };
+    }
+    const totalAmount = expenses.reduce((sum, expense) => {
+      return sum + parseFloat(expense.amount);
+    }, 0);
+    const count = expenses.length;
+    return {
+      totalAmount,
+      count,
+      hasExpenses: true,
+      averageAmount: totalAmount / count
+    };
+  }, [expenses]);
+}
+function useExpensesByCategory({
+  userId,
+  filters,
+  sortBy = "amount",
+  sortOrder = "desc"
+}) {
+  const { data: expenses } = useExpenses({ userId, filters });
+  return useMemo(() => {
+    if (!expenses || expenses.length === 0) {
+      return [];
+    }
+    const total = expenses.reduce((sum, expense) => {
+      return sum + parseFloat(expense.amount);
+    }, 0);
+    const categories = expenses.map((expense) => {
+      const amount = parseFloat(expense.amount);
+      return {
+        tag: expense.tag,
+        amount,
+        percentage: total > 0 ? amount / total * 100 : 0
+      };
+    });
+    categories.sort((a, b) => {
+      if (sortBy === "amount") {
+        const diff = a.amount - b.amount;
+        return sortOrder === "asc" ? diff : -diff;
+      } else {
+        const comparison = a.tag.localeCompare(b.tag);
+        return sortOrder === "asc" ? comparison : -comparison;
+      }
+    });
+    return categories;
+  }, [expenses, sortBy, sortOrder]);
+}
+function useExpenseFilters(options = {}) {
+  return useMemo(() => {
+    const { begin_on, end_on, threshold } = options;
+    const hasDateFilter = !!(begin_on || end_on);
+    const hasThresholdFilter = !!(threshold && threshold > 0);
+    let dateRangeLabel;
+    if (begin_on || end_on) {
+      const formatDate = (dateStr) => {
+        const date = new Date(dateStr);
+        return date.toLocaleDateString("en-US", {
+          month: "short",
+          year: "numeric"
+        });
+      };
+      if (begin_on && end_on) {
+        dateRangeLabel = `${formatDate(begin_on)} - ${formatDate(end_on)}`;
+      } else if (begin_on) {
+        dateRangeLabel = `From ${formatDate(begin_on)}`;
+      } else if (end_on) {
+        dateRangeLabel = `Until ${formatDate(end_on)}`;
+      }
+    }
+    return {
+      hasDateFilter,
+      hasThresholdFilter,
+      hasActiveFilters: hasDateFilter || hasThresholdFilter,
+      dateRangeLabel
+    };
+  }, [options.begin_on, options.end_on, options.threshold]);
+}
+function validateExpenseFilters(options) {
+  const errors = [];
+  const { begin_on, end_on, threshold } = options;
+  const dateRegex = /^\d{4}-\d{2}-\d{2}$/;
+  if (begin_on && !dateRegex.test(begin_on)) {
+    errors.push("begin_on must be in YYYY-MM-DD format");
+  }
+  if (end_on && !dateRegex.test(end_on)) {
+    errors.push("end_on must be in YYYY-MM-DD format");
+  }
+  if (begin_on && end_on && dateRegex.test(begin_on) && dateRegex.test(end_on)) {
+    const beginDate = new Date(begin_on);
+    const endDate = new Date(end_on);
+    if (endDate < beginDate) {
+      errors.push("end_on must be after begin_on");
+    }
+  }
+  if (threshold !== void 0 && threshold < 0) {
+    errors.push("threshold must be non-negative");
+  }
+  return {
+    isValid: errors.length === 0,
+    errors
+  };
+}
+var ExpenseWheelContext = createContext(void 0);
+function generateDateRanges() {
+  const now = /* @__PURE__ */ new Date();
+  const endDate = endOfMonth(now);
+  return [
+    {
+      label: "1M",
+      longLabel: "1 Month",
+      range: [startOfMonth(subMonths(endDate, 0)), endDate]
+    },
+    {
+      label: "3M",
+      longLabel: "3 Months",
+      range: [startOfMonth(subMonths(endDate, 2)), endDate]
+    },
+    {
+      label: "6M",
+      longLabel: "6 Months",
+      range: [startOfMonth(subMonths(endDate, 5)), endDate]
+    },
+    {
+      label: "1Y",
+      longLabel: "1 Year",
+      range: [startOfMonth(subMonths(endDate, 11)), endDate]
+    },
+    {
+      label: "All",
+      longLabel: "All Time",
+      range: [startOfYear(subYears(endDate, 5)), endDate]
+      // 5 years back
+    }
+  ];
+}
+function formatDateForAPI(date) {
+  return date.toISOString().split("T")[0];
+}
+function ExpenseWheelProvider({
+  children,
+  userId,
+  initialDateRangeIndex = 0
+}) {
+  const allDateRanges = React.useMemo(() => generateDateRanges(), []);
+  const [selectedDateRangeIndex, setSelectedDateRangeIndex] = useState(initialDateRangeIndex);
+  const [selectedTag, setSelectedTag] = useState(null);
+  const [settingsVisible, setSettingsVisible] = useState(false);
+  const [isBusy, setIsBusy] = useState(false);
+  const initialFilters = {
+    begin_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[0]),
+    end_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[1]),
+    accountIds: [],
+    excludedTags: []
+  };
+  const [filters, setFilters] = useState(initialFilters);
+  const [unsavedFilters, setUnsavedFilters] = useState(initialFilters);
+  const selectedDateRange = allDateRanges[selectedDateRangeIndex].range;
+  const selectDateRange = useCallback((index, force) => {
+    if (index < 0 || index >= allDateRanges.length) {
+      console.warn(`Invalid date range index: ${index}`);
+      return;
+    }
+    setSelectedDateRangeIndex(index);
+    const newRange = allDateRanges[index].range;
+    setFilters((prev) => ({
+      ...prev,
+      begin_on: formatDateForAPI(newRange[0]),
+      end_on: formatDateForAPI(newRange[1])
+    }));
+    setUnsavedFilters((prev) => ({
+      ...prev,
+      begin_on: formatDateForAPI(newRange[0]),
+      end_on: formatDateForAPI(newRange[1])
+    }));
+  }, [allDateRanges]);
+  const selectTag = useCallback((tag) => {
+    setSelectedTag((prev) => prev === tag ? null : tag);
+  }, []);
+  const showSettings = useCallback(() => {
+    setSettingsVisible(true);
+    setUnsavedFilters({ ...filters });
+  }, [filters]);
+  const hideSettings = useCallback(() => {
+    setSettingsVisible(false);
+  }, []);
+  const updateFilters = useCallback((partial) => {
+    setUnsavedFilters((prev) => ({ ...prev, ...partial }));
+  }, []);
+  const saveFilters = useCallback(() => {
+    setFilters({ ...unsavedFilters });
+    setSettingsVisible(false);
+  }, [unsavedFilters]);
+  const cancelFilters = useCallback(() => {
+    setUnsavedFilters({ ...filters });
+    setSettingsVisible(false);
+  }, [filters]);
+  const toggleAccount = useCallback((accountId) => {
+    setUnsavedFilters((prev) => {
+      const accountIds = prev.accountIds || [];
+      const exists = accountIds.includes(accountId);
+      return {
+        ...prev,
+        accountIds: exists ? accountIds.filter((id) => id !== accountId) : [...accountIds, accountId]
+      };
+    });
+  }, []);
+  const toggleExcludedTag = useCallback((tag) => {
+    setUnsavedFilters((prev) => {
+      const excludedTags = prev.excludedTags || [];
+      const exists = excludedTags.includes(tag);
+      return {
+        ...prev,
+        excludedTags: exists ? excludedTags.filter((t) => t !== tag) : [...excludedTags, tag]
+      };
+    });
+  }, []);
+  const setBusy = useCallback((busy) => {
+    setIsBusy(busy);
+  }, []);
+  const value = {
+    selectedDateRangeIndex,
+    selectedDateRange,
+    allDateRanges,
+    selectedTag,
+    settingsVisible,
+    filters,
+    unsavedFilters,
+    isBusy,
+    selectDateRange,
+    selectTag,
+    showSettings,
+    hideSettings,
+    updateFilters,
+    saveFilters,
+    cancelFilters,
+    toggleAccount,
+    toggleExcludedTag,
+    setBusy
+  };
+  return /* @__PURE__ */ jsx(ExpenseWheelContext.Provider, { value, children });
+}
+function useExpenseWheelContext() {
+  const context = useContext(ExpenseWheelContext);
+  if (!context) {
+    throw new Error("useExpenseWheelContext must be used within ExpenseWheelProvider");
+  }
+  return context;
+}
+export { ExpenseWheelProvider, useExpenseFilters, useExpenseSummary, useExpenseWheelContext, useExpensesByCategory, validateExpenseFilters };
+//# sourceMappingURL=index.js.map
+//# sourceMappingURL=index.js.map

package/dist/index.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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{ useMemo } from 'react';\nimport { useExpenses } from '@pfm-platform/expenses-data-access';\n\nexport interface ExpenseSummary {\n totalAmount: number;\n count: number;\n hasExpenses: boolean;\n averageAmount: number;\n}\n\ninterface UseExpenseSummaryParams {\n userId: string;\n filters?: {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n };\n}\n\n/**\n * Calculate summary statistics for expenses\n *\n * Business logic:\n * - totalAmount: Sum of all expense amounts (parsed from strings)\n * - count: Total number of expense categories\n * - hasExpenses: Boolean flag for conditional rendering\n * - averageAmount: Average expense per category\n *\n * @param params - User ID and optional filters (date range, threshold)\n * @returns Summary statistics for expenses\n */\nexport function useExpenseSummary({\n userId,\n filters,\n}: UseExpenseSummaryParams): ExpenseSummary {\n const { data: expenses } = useExpenses({ userId, filters });\n\n return useMemo(() => {\n if (!expenses || expenses.length === 0) {\n return {\n totalAmount: 0,\n count: 0,\n hasExpenses: false,\n averageAmount: 0,\n };\n }\n\n // Parse string amounts and sum\n const totalAmount = expenses.reduce((sum, expense) => {\n return sum + parseFloat(expense.amount);\n }, 0);\n\n const count = expenses.length;\n\n return {\n totalAmount,\n count,\n hasExpenses: true,\n averageAmount: totalAmount / count,\n };\n }, [expenses]);\n}\n","import { useMemo } from 'react';\nimport { useExpenses } from '@pfm-platform/expenses-data-access';\nimport type { Expense } from '@pfm-platform/shared';\n\nexport interface ExpenseCategory {\n tag: string;\n amount: number;\n percentage: number;\n}\n\ninterface UseExpensesByCategoryParams {\n userId: string;\n filters?: {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n };\n sortBy?: 'amount' | 'tag';\n sortOrder?: 'asc' | 'desc';\n}\n\n/**\n * Group and sort expenses by category (tag)\n *\n * Business logic:\n * - Parse string amounts to numbers for calculations\n * - Calculate percentage of total for each category\n * - Sort by amount (default, descending) or tag name\n * - Return structured category objects with parsed amounts\n *\n * @param params - User ID, filters, and sorting options\n * @returns Array of expense categories with amounts and percentages\n */\nexport function useExpensesByCategory({\n userId,\n filters,\n sortBy = 'amount',\n sortOrder = 'desc',\n}: UseExpensesByCategoryParams): ExpenseCategory[] {\n const { data: expenses } = useExpenses({ userId, filters });\n\n return useMemo(() => {\n if (!expenses || expenses.length === 0) {\n return [];\n }\n\n // Calculate total for percentages\n const total = expenses.reduce((sum, expense) => {\n return sum + parseFloat(expense.amount);\n }, 0);\n\n // Transform expenses to categories with parsed amounts and percentages\n const categories: ExpenseCategory[] = expenses.map((expense) => {\n const amount = parseFloat(expense.amount);\n return {\n tag: expense.tag,\n amount,\n percentage: total > 0 ? (amount / total) * 100 : 0,\n };\n });\n\n // Sort categories\n categories.sort((a, b) => {\n if (sortBy === 'amount') {\n const diff = a.amount - b.amount;\n return sortOrder === 'asc' ? diff : -diff;\n } else {\n // Sort by tag name\n const comparison = a.tag.localeCompare(b.tag);\n return sortOrder === 'asc' ? comparison : -comparison;\n }\n });\n\n return categories;\n }, [expenses, sortBy, sortOrder]);\n}\n","import { useMemo } from 'react';\n\nexport interface ExpenseFilterState {\n hasDateFilter: boolean;\n hasThresholdFilter: boolean;\n hasActiveFilters: boolean;\n dateRangeLabel?: string;\n}\n\nexport interface ExpenseFilterOptions {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n}\n\n/**\n * Check which expense filters are active and provide helper methods\n *\n * Business logic:\n * - hasDateFilter: begin_on or end_on is set\n * - hasThresholdFilter: threshold is set and > 0\n * - hasActiveFilters: any filter is active\n * - dateRangeLabel: Human-readable date range (e.g., \"Jan 2024 - Mar 2024\")\n *\n * @param options - Filter options (begin_on, end_on, threshold)\n * @returns Object with boolean flags and helper properties\n *\n * @example\n * ```tsx\n * function ExpenseFilters() {\n * const [filters, setFilters] = useState({\n * begin_on: '2024-01-01',\n * end_on: '2024-03-31',\n * threshold: 100\n * });\n *\n * const filterState = useExpenseFilters(filters);\n *\n * return (\n * <div>\n * {filterState.hasActiveFilters && (\n * <p>Active filters: {filterState.dateRangeLabel}</p>\n * )}\n * {filterState.hasThresholdFilter && (\n * <p>Showing expenses above ${filters.threshold}</p>\n * )}\n * </div>\n * );\n * }\n * ```\n */\nexport function useExpenseFilters(\n options: ExpenseFilterOptions = {}\n): ExpenseFilterState {\n return useMemo(() => {\n const { begin_on, end_on, threshold } = options;\n\n const hasDateFilter = !!(begin_on || end_on);\n const hasThresholdFilter = !!(threshold && threshold > 0);\n\n // Generate human-readable date range label\n let dateRangeLabel: string | undefined;\n if (begin_on || end_on) {\n const formatDate = (dateStr: string) => {\n const date = new Date(dateStr);\n return date.toLocaleDateString('en-US', {\n month: 'short',\n year: 'numeric',\n });\n };\n\n if (begin_on && end_on) {\n dateRangeLabel = `${formatDate(begin_on)} - ${formatDate(end_on)}`;\n } else if (begin_on) {\n dateRangeLabel = `From ${formatDate(begin_on)}`;\n } else if (end_on) {\n dateRangeLabel = `Until ${formatDate(end_on)}`;\n }\n }\n\n return {\n hasDateFilter,\n hasThresholdFilter,\n hasActiveFilters: hasDateFilter || hasThresholdFilter,\n dateRangeLabel,\n };\n }, [options.begin_on, options.end_on, options.threshold]);\n}\n\n/**\n * Validate expense filter values\n *\n * Business logic:\n * - begin_on must be valid date format (YYYY-MM-DD)\n * - end_on must be valid date format (YYYY-MM-DD)\n * - end_on must be after begin_on if both provided\n * - threshold must be non-negative if provided\n *\n * @param options - Filter options to validate\n * @returns Validation result with errors array\n *\n * @example\n * ```tsx\n * function ExpenseFilterForm() {\n * const handleSubmit = (filters: ExpenseFilterOptions) => {\n * const validation = validateExpenseFilters(filters);\n * if (!validation.isValid) {\n * alert(validation.errors.join(', '));\n * return;\n * }\n * // Apply filters...\n * };\n * }\n * ```\n */\nexport function validateExpenseFilters(\n options: ExpenseFilterOptions\n): { isValid: boolean; errors: string[] } {\n const errors: string[] = [];\n const { begin_on, end_on, threshold } = options;\n\n // Validate date format (YYYY-MM-DD)\n const dateRegex = /^\\d{4}-\\d{2}-\\d{2}$/;\n\n if (begin_on && !dateRegex.test(begin_on)) {\n errors.push('begin_on must be in YYYY-MM-DD format');\n }\n\n if (end_on && !dateRegex.test(end_on)) {\n errors.push('end_on must be in YYYY-MM-DD format');\n }\n\n // Validate date range logic\n if (begin_on && end_on && dateRegex.test(begin_on) && dateRegex.test(end_on)) {\n const beginDate = new Date(begin_on);\n const endDate = new Date(end_on);\n\n if (endDate < beginDate) {\n errors.push('end_on must be after begin_on');\n }\n }\n\n // Validate threshold\n if (threshold !== undefined && threshold < 0) {\n errors.push('threshold must be non-negative');\n }\n\n return {\n isValid: errors.length === 0,\n errors,\n };\n}\n","/**\n * ExpenseWheelContext\n *\n * Provides state management for the Expense Wheel and Analyzer views.\n * Manages date range selection, category selection, settings panel, and filters.\n *\n * Legacy Pattern: Replaces MobX spendingStore.Wheel observables with React Context\n */\n\nimport React, { createContext, useContext, useState, useCallback, ReactNode } from 'react';\nimport { startOfMonth, endOfMonth, subMonths, subYears, startOfYear, parseISO, isValid } from 'date-fns';\n\n/**\n * Date range configuration matching legacy Wheel.allDateRanges\n */\nexport interface DateRangeConfig {\n label: string;\n longLabel: string;\n range: [Date, Date];\n}\n\n/**\n * Expense filter configuration\n */\nexport interface ExpenseFilters {\n begin_on?: string;\n end_on?: string;\n threshold?: number;\n accountIds?: string[];\n excludedTags?: string[];\n}\n\n/**\n * Context state interface\n */\nexport interface ExpenseWheelContextState {\n // Date Range State\n selectedDateRangeIndex: number;\n selectedDateRange: [Date, Date];\n allDateRanges: DateRangeConfig[];\n\n // Category Selection\n selectedTag: string | null;\n\n // Settings Panel\n settingsVisible: boolean;\n\n // Filters\n filters: ExpenseFilters;\n unsavedFilters: ExpenseFilters;\n\n // Loading State\n isBusy: boolean;\n\n // Actions\n selectDateRange: (index: number, force?: boolean) => void;\n selectTag: (tag: string | null) => void;\n showSettings: () => void;\n hideSettings: () => void;\n updateFilters: (filters: Partial<ExpenseFilters>) => void;\n saveFilters: () => void;\n cancelFilters: () => void;\n toggleAccount: (accountId: string) => void;\n toggleExcludedTag: (tag: string) => void;\n setBusy: (busy: boolean) => void;\n}\n\nconst ExpenseWheelContext = createContext<ExpenseWheelContextState | undefined>(undefined);\n\n/**\n * Generate predefined date ranges matching legacy implementation\n */\nfunction generateDateRanges(): DateRangeConfig[] {\n const now = new Date();\n const endDate = endOfMonth(now);\n\n return [\n {\n label: '1M',\n longLabel: '1 Month',\n range: [startOfMonth(subMonths(endDate, 0)), endDate],\n },\n {\n label: '3M',\n longLabel: '3 Months',\n range: [startOfMonth(subMonths(endDate, 2)), endDate],\n },\n {\n label: '6M',\n longLabel: '6 Months',\n range: [startOfMonth(subMonths(endDate, 5)), endDate],\n },\n {\n label: '1Y',\n longLabel: '1 Year',\n range: [startOfMonth(subMonths(endDate, 11)), endDate],\n },\n {\n label: 'All',\n longLabel: 'All Time',\n range: [startOfYear(subYears(endDate, 5)), endDate], // 5 years back\n },\n ];\n}\n\n/**\n * Format date for API (YYYY-MM-DD)\n */\nfunction formatDateForAPI(date: Date): string {\n return date.toISOString().split('T')[0];\n}\n\nexport interface ExpenseWheelProviderProps {\n children: ReactNode;\n userId: string;\n initialDateRangeIndex?: number;\n}\n\n/**\n * ExpenseWheelProvider Component\n *\n * Provides expense wheel state and actions via Context API\n */\nexport function ExpenseWheelProvider({\n children,\n userId,\n initialDateRangeIndex = 0,\n}: ExpenseWheelProviderProps) {\n const allDateRanges = React.useMemo(() => generateDateRanges(), []);\n\n const [selectedDateRangeIndex, setSelectedDateRangeIndex] = useState(initialDateRangeIndex);\n const [selectedTag, setSelectedTag] = useState<string | null>(null);\n const [settingsVisible, setSettingsVisible] = useState(false);\n const [isBusy, setIsBusy] = useState(false);\n\n // Initialize filters from selected date range\n const initialFilters: ExpenseFilters = {\n begin_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[0]),\n end_on: formatDateForAPI(allDateRanges[initialDateRangeIndex].range[1]),\n accountIds: [],\n excludedTags: [],\n };\n\n const [filters, setFilters] = useState<ExpenseFilters>(initialFilters);\n const [unsavedFilters, setUnsavedFilters] = useState<ExpenseFilters>(initialFilters);\n\n const selectedDateRange = allDateRanges[selectedDateRangeIndex].range;\n\n /**\n * Select date range by index\n * Matches legacy: Wheel.selectDateRange(range, force)\n */\n const selectDateRange = useCallback((index: number, force?: boolean) => {\n if (index < 0 || index >= allDateRanges.length) {\n console.warn(`Invalid date range index: ${index}`);\n return;\n }\n\n setSelectedDateRangeIndex(index);\n const newRange = allDateRanges[index].range;\n\n // Update filters with new date range\n setFilters(prev => ({\n ...prev,\n begin_on: formatDateForAPI(newRange[0]),\n end_on: formatDateForAPI(newRange[1]),\n }));\n\n setUnsavedFilters(prev => ({\n ...prev,\n begin_on: formatDateForAPI(newRange[0]),\n end_on: formatDateForAPI(newRange[1]),\n }));\n }, [allDateRanges]);\n\n /**\n * Select category tag\n * Matches legacy: Wheel.selectTag(tag)\n */\n const selectTag = useCallback((tag: string | null) => {\n // Toggle behavior: if same tag clicked, deselect\n setSelectedTag(prev => (prev === tag ? null : tag));\n }, []);\n\n /**\n * Show settings panel\n * Matches legacy: Wheel.showSettings()\n */\n const showSettings = useCallback(() => {\n setSettingsVisible(true);\n // Copy current filters to unsaved (edit buffer)\n setUnsavedFilters({ ...filters });\n }, [filters]);\n\n /**\n * Hide settings panel\n * Matches legacy: Wheel.hideSettings()\n */\n const hideSettings = useCallback(() => {\n setSettingsVisible(false);\n }, []);\n\n /**\n * Update unsaved filters (while settings panel is open)\n */\n const updateFilters = useCallback((partial: Partial<ExpenseFilters>) => {\n setUnsavedFilters(prev => ({ ...prev, ...partial }));\n }, []);\n\n /**\n * Save unsaved filters and close settings\n * Matches legacy: Wheel.saveExcludedTags()\n */\n const saveFilters = useCallback(() => {\n setFilters({ ...unsavedFilters });\n setSettingsVisible(false);\n }, [unsavedFilters]);\n\n /**\n * Cancel unsaved changes and close settings\n */\n const cancelFilters = useCallback(() => {\n setUnsavedFilters({ ...filters });\n setSettingsVisible(false);\n }, [filters]);\n\n /**\n * Toggle account inclusion in filters\n * Matches legacy: Wheel.toggleAccount(account)\n */\n const toggleAccount = useCallback((accountId: string) => {\n setUnsavedFilters(prev => {\n const accountIds = prev.accountIds || [];\n const exists = accountIds.includes(accountId);\n\n return {\n ...prev,\n accountIds: exists\n ? accountIds.filter(id => id !== accountId)\n : [...accountIds, accountId],\n };\n });\n }, []);\n\n /**\n * Toggle tag exclusion\n */\n const toggleExcludedTag = useCallback((tag: string) => {\n setUnsavedFilters(prev => {\n const excludedTags = prev.excludedTags || [];\n const exists = excludedTags.includes(tag);\n\n return {\n ...prev,\n excludedTags: exists\n ? excludedTags.filter(t => t !== tag)\n : [...excludedTags, tag],\n };\n });\n }, []);\n\n /**\n * Set busy/loading state\n */\n const setBusy = useCallback((busy: boolean) => {\n setIsBusy(busy);\n }, []);\n\n const value: ExpenseWheelContextState = {\n selectedDateRangeIndex,\n selectedDateRange,\n allDateRanges,\n selectedTag,\n settingsVisible,\n filters,\n unsavedFilters,\n isBusy,\n selectDateRange,\n selectTag,\n showSettings,\n hideSettings,\n updateFilters,\n saveFilters,\n cancelFilters,\n toggleAccount,\n toggleExcludedTag,\n setBusy,\n };\n\n return (\n <ExpenseWheelContext.Provider value={value}>\n {children}\n </ExpenseWheelContext.Provider>\n );\n}\n\n/**\n * Hook to access ExpenseWheelContext\n * Throws error if used outside provider\n */\nexport function useExpenseWheelContext(): ExpenseWheelContextState {\n const context = useContext(ExpenseWheelContext);\n\n if (!context) {\n throw new Error('useExpenseWheelContext must be used within ExpenseWheelProvider');\n }\n\n return context;\n}\n"]}

package/package.json ADDED Viewed

@@ -0,0 +1,58 @@
+{
+  "name": "@pfm-platform/expenses-feature",
+  "version": "0.1.1",
+  "type": "module",
+  "main": "./dist/index.js",
+  "dependencies": {
+    "date-fns": "^4.1.0",
+    "react": "19.2.0",
+    "@pfm-platform/expenses-data-access": "0.1.1",
+    "@pfm-platform/shared": "0.0.1"
+  },
+  "devDependencies": {
+    "@tanstack/react-query": "5.90.9",
+    "@testing-library/react": "^16.3.0",
+    "@types/react": "19.2.5",
+    "@vitejs/plugin-react": "^5.1.1",
+    "@vitest/coverage-v8": "^4.0.9",
+    "vitest": "4.0.9"
+  },
+  "module": "./dist/index.js",
+  "types": "./dist/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js",
+      "require": "./dist/index.cjs"
+    }
+  },
+  "files": [
+    "dist",
+    "README.md"
+  ],
+  "description": "Personal Finance Management - EXPENSES feature layer",
+  "keywords": [
+    "pfm",
+    "finance",
+    "expenses",
+    "feature",
+    "react",
+    "typescript"
+  ],
+  "author": "Lenny Miller",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/lennylmiller/pfm-research",
+    "directory": "packages/expenses/feature"
+  },
+  "bugs": "https://github.com/lennylmiller/pfm-research/issues",
+  "homepage": "https://github.com/lennylmiller/pfm-research#readme",
+  "scripts": {
+    "test": "vitest run",
+    "test:watch": "vitest",
+    "test:ui": "vitest --ui",
+    "test:coverage": "vitest run --coverage",
+    "build": "tsup src/index.ts --format cjs,esm --dts --clean"
+  }
+}