Files
oikos/public/pages/budget.js
T
ulsklyc 74b6e5f078 feat: Phase 3 Schritte 16–18 — Pinnwand, Kontakte, Budget-Tracker
Pinnwand (Notes):
- server/routes/notes.js: GET (sortiert: angeheftet zuerst), POST, PUT, PATCH /pin, DELETE
- public/pages/notes.js: Masonry-Grid, Markdown-Light-Renderer (fett/kursiv/Liste),
  Farb-Auswahl (8 Farben), helle/dunkle Textfarbe je nach Hintergrund, Pin-Toggle
- public/styles/notes.css: Masonry-Layout, Sticky-Note-Karten, Hover-Aktionen

Kontakte:
- server/routes/contacts.js: GET (Kategorie- + Volltextfilter), POST, PUT, DELETE, GET /meta
- public/pages/contacts.js: Kategorie-Filter-Chips, Echtzeit-Suche, Gruppenansicht,
  tel:/mailto:/maps-Links, CRUD-Modal
- public/styles/contacts.css: Toolbar mit Suche, Filter-Chips, Kontaktliste, Aktions-Buttons

Budget-Tracker:
- server/routes/budget.js: GET (Monatfilter), GET /summary (Einnahmen/Ausgaben/Saldo +
  Aufschlüsselung), GET /export (CSV mit BOM), POST, PUT, DELETE, GET /meta
- public/pages/budget.js: Monatsnavigation, 3 Zusammenfassungs-Karten, Kategorie-Balken
  (reines CSS, kein Canvas), Transaktionsliste, Einnahme/Ausgabe-Toggle, CSV-Download
- public/styles/budget.css: Summary-Cards, Balkendiagramm, Transaktionsliste, Modal

Tests: 34 neue Tests (10 Notes + 9 Contacts + 15 Budget), gesamt 146/146

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-24 21:24:08 +01:00

438 lines
17 KiB
JavaScript

/**
* Modul: Budget-Tracker (Budget)
* Zweck: Monatsübersicht, Kategorie-Balkendiagramm (Canvas), Transaktionsliste,
* CRUD, CSV-Export
* Abhängigkeiten: /api.js, /router.js (window.oikos)
*/
import { api } from '/api.js';
// --------------------------------------------------------
// Konstanten
// --------------------------------------------------------
const CATEGORIES = [
'Lebensmittel', 'Miete', 'Versicherung', 'Mobilität',
'Freizeit', 'Kleidung', 'Gesundheit', 'Bildung', 'Sonstiges',
];
const MONTH_NAMES = ['Januar', 'Februar', 'März', 'April', 'Mai', 'Juni',
'Juli', 'August', 'September', 'Oktober', 'November', 'Dezember'];
// --------------------------------------------------------
// State
// --------------------------------------------------------
let state = {
month: '', // YYYY-MM
entries: [],
summary: null,
};
// --------------------------------------------------------
// Formatierung
// --------------------------------------------------------
function formatAmount(n) {
return new Intl.NumberFormat('de-DE', { style: 'currency', currency: 'EUR' }).format(n);
}
function formatMonthLabel(ym) {
const [y, m] = ym.split('-');
return `${MONTH_NAMES[parseInt(m, 10) - 1]} ${y}`;
}
function addMonths(ym, n) {
const [y, m] = ym.split('-').map(Number);
const d = new Date(y, m - 1 + n, 1);
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}`;
}
// --------------------------------------------------------
// API
// --------------------------------------------------------
async function loadMonth(month) {
const [entriesRes, summaryRes] = await Promise.all([
api.get(`/budget?month=${month}`),
api.get(`/budget/summary?month=${month}`),
]);
state.month = month;
state.entries = entriesRes.data;
state.summary = summaryRes.data;
}
// --------------------------------------------------------
// Entry Point
// --------------------------------------------------------
export async function render(container, { user }) {
const today = new Date();
state.month = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}`;
container.innerHTML = `
<div class="budget-page">
<div class="budget-nav">
<button class="btn btn--icon" id="budget-prev" aria-label="Vorheriger Monat">
<i data-lucide="chevron-left"></i>
</button>
<button class="budget-nav__today" id="budget-today">Aktuell</button>
<span class="budget-nav__label" id="budget-label"></span>
<button class="btn btn--primary btn--icon" id="budget-add" aria-label="Eintrag hinzufügen">
<i data-lucide="plus"></i>
</button>
<button class="btn btn--icon" id="budget-next" aria-label="Nächster Monat">
<i data-lucide="chevron-right"></i>
</button>
</div>
<div id="budget-body" style="flex:1;display:flex;flex-direction:column;overflow:hidden;">
<div style="padding:2rem;text-align:center;color:var(--color-text-disabled);">Lade…</div>
</div>
</div>
`;
if (window.lucide) lucide.createIcons();
await loadMonth(state.month);
renderBody();
wireNav();
}
// --------------------------------------------------------
// Navigation
// --------------------------------------------------------
function wireNav() {
document.getElementById('budget-prev').addEventListener('click', async () => {
await loadMonth(addMonths(state.month, -1));
renderBody();
updateLabel();
});
document.getElementById('budget-next').addEventListener('click', async () => {
await loadMonth(addMonths(state.month, 1));
renderBody();
updateLabel();
});
document.getElementById('budget-today').addEventListener('click', async () => {
const today = new Date();
const m = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}`;
if (m === state.month) return;
await loadMonth(m);
renderBody();
updateLabel();
});
document.getElementById('budget-add').addEventListener('click', () => openModal({ mode: 'create' }));
updateLabel();
}
function updateLabel() {
const lbl = document.getElementById('budget-label');
if (lbl) lbl.textContent = formatMonthLabel(state.month);
}
// --------------------------------------------------------
// Body
// --------------------------------------------------------
function renderBody() {
const body = document.getElementById('budget-body');
if (!body) return;
updateLabel();
const s = state.summary;
const balanceClass = s.balance >= 0 ? 'budget-summary-card--balance-positive' : 'budget-summary-card--balance-negative';
body.innerHTML = `
<!-- Zusammenfassung -->
<div class="budget-summary">
<div class="budget-summary-card budget-summary-card--income">
<div class="budget-summary-card__label">Einnahmen</div>
<div class="budget-summary-card__amount">${formatAmount(s.income)}</div>
</div>
<div class="budget-summary-card budget-summary-card--expenses">
<div class="budget-summary-card__label">Ausgaben</div>
<div class="budget-summary-card__amount">${formatAmount(Math.abs(s.expenses))}</div>
</div>
<div class="budget-summary-card ${balanceClass}">
<div class="budget-summary-card__label">Saldo</div>
<div class="budget-summary-card__amount">${formatAmount(s.balance)}</div>
</div>
</div>
<!-- Kategorie-Balken -->
${s.byCategory.length ? `
<div class="budget-chart-section">
<div class="budget-chart-section__title">Nach Kategorie</div>
<div class="budget-chart">
${renderCategoryBars(s.byCategory)}
</div>
</div>` : ''}
<!-- Transaktionsliste -->
<div class="budget-list-section">
<div class="budget-list-header">
<span class="budget-list-header__title">Transaktionen</span>
${state.entries.length ? `
<a href="/api/v1/budget/export?month=${state.month}" class="btn btn--secondary"
style="font-size:var(--text-sm);padding:var(--space-1) var(--space-3);">
<i data-lucide="download" style="width:14px;height:14px;margin-right:4px;"></i>CSV
</a>` : ''}
</div>
<div class="budget-list" id="budget-list">
${renderEntries()}
</div>
</div>
`;
if (window.lucide) lucide.createIcons();
document.getElementById('budget-list')?.addEventListener('click', async (e) => {
const delBtn = e.target.closest('[data-action="delete"]');
if (delBtn) { await deleteEntry(parseInt(delBtn.dataset.id, 10)); return; }
const item = e.target.closest('.budget-entry[data-id]');
if (item && !e.target.closest('[data-action]')) {
const entry = state.entries.find((e) => e.id === parseInt(item.dataset.id, 10));
if (entry) openModal({ mode: 'edit', entry });
}
});
}
function renderCategoryBars(byCategory) {
const maxAbs = Math.max(...byCategory.map((c) => Math.abs(c.total)), 1);
return byCategory.map((c) => {
const isExpense = c.total < 0;
const pct = Math.round((Math.abs(c.total) / maxAbs) * 100);
const cls = isExpense ? 'budget-bar-row__fill--expenses' : 'budget-bar-row__fill--income';
return `
<div class="budget-bar-row">
<div class="budget-bar-row__label" title="${escHtml(c.category)}">${escHtml(c.category)}</div>
<div class="budget-bar-row__track">
<div class="budget-bar-row__fill ${cls}" style="width:${pct}%;"></div>
</div>
<div class="budget-bar-row__amount" style="color:${isExpense ? 'var(--color-danger)' : 'var(--color-success)'};">
${formatAmount(c.total)}
</div>
</div>
`;
}).join('');
}
function renderEntries() {
if (!state.entries.length) {
return `<div class="budget-empty">
<i data-lucide="receipt" style="width:48px;height:48px;color:var(--color-text-disabled);margin-bottom:var(--space-3);"></i>
<div style="font-size:var(--text-base);font-weight:600;">Keine Einträge</div>
<div style="font-size:var(--text-sm);margin-top:var(--space-1);">Noch keine Transaktionen für diesen Monat.</div>
</div>`;
}
return state.entries.map((e) => {
const isIncome = e.amount > 0;
const amtClass = isIncome ? 'budget-entry__amount--income' : 'budget-entry__amount--expenses';
const indClass = isIncome ? 'budget-entry__indicator--income' : 'budget-entry__indicator--expenses';
const sign = isIncome ? '+' : '';
const date = formatEntryDate(e.date);
return `
<div class="budget-entry" data-id="${e.id}">
<div class="budget-entry__indicator ${indClass}"></div>
<div class="budget-entry__body">
<div class="budget-entry__title">${escHtml(e.title)}</div>
<div class="budget-entry__meta">${date} · ${escHtml(e.category)}${e.is_recurring ? ' 🔁' : ''}</div>
</div>
<div class="budget-entry__amount ${amtClass}">${sign}${formatAmount(e.amount)}</div>
<button class="budget-entry__delete" data-action="delete" data-id="${e.id}" title="Löschen">
<i data-lucide="trash-2" style="width:14px;height:14px;"></i>
</button>
</div>
`;
}).join('');
}
function formatEntryDate(dateStr) {
const d = new Date(dateStr + 'T00:00:00');
return `${d.getDate().toString().padStart(2, '0')}.${(d.getMonth() + 1).toString().padStart(2, '0')}.`;
}
// --------------------------------------------------------
// Modal
// --------------------------------------------------------
function openModal({ mode, entry = null }) {
document.getElementById('budget-modal-overlay')?.remove();
const isEdit = mode === 'edit';
const today = new Date().toISOString().slice(0, 10);
const isExpense = isEdit ? entry.amount < 0 : true; // Standard: Ausgabe
const absAmount = isEdit ? Math.abs(entry.amount).toFixed(2) : '';
const catOpts = CATEGORIES.map((c) =>
`<option value="${c}" ${isEdit && entry.category === c ? 'selected' : ''}>${c}</option>`
).join('');
const overlay = document.createElement('div');
overlay.id = 'budget-modal-overlay';
overlay.className = 'budget-modal-overlay';
overlay.innerHTML = `
<div class="budget-modal" role="dialog" aria-modal="true">
<div class="budget-modal__header">
<h2 class="budget-modal__title">${isEdit ? 'Eintrag bearbeiten' : 'Neuer Eintrag'}</h2>
<button class="budget-modal__close" id="bm-close" aria-label="Schließen">
<i data-lucide="x" style="width:16px;height:16px;"></i>
</button>
</div>
<div class="budget-modal__body">
<!-- Einnahme / Ausgabe Toggle -->
<div class="amount-type-toggle">
<button class="amount-type-btn amount-type-btn--expenses ${isExpense ? 'amount-type-btn--active' : ''}"
id="type-expense" type="button">Ausgabe</button>
<button class="amount-type-btn amount-type-btn--income ${!isExpense ? 'amount-type-btn--active' : ''}"
id="type-income" type="button">Einnahme</button>
</div>
<div class="form-group">
<label class="form-label" for="bm-title">Titel *</label>
<input type="text" class="form-input" id="bm-title"
placeholder="z.B. REWE Einkauf" value="${escHtml(isEdit ? entry.title : '')}">
</div>
<div class="form-group">
<label class="form-label" for="bm-amount">Betrag (€) *</label>
<input type="number" class="form-input" id="bm-amount"
placeholder="0,00" step="0.01" min="0"
value="${absAmount}">
</div>
<div class="form-group">
<label class="form-label" for="bm-category">Kategorie</label>
<select class="form-input" id="bm-category">${catOpts}</select>
</div>
<div class="form-group">
<label class="form-label" for="bm-date">Datum *</label>
<input type="date" class="form-input" id="bm-date"
value="${isEdit ? entry.date : today}">
</div>
<div class="form-group">
<label class="allday-toggle">
<input type="checkbox" id="bm-recurring" ${isEdit && entry.is_recurring ? 'checked' : ''}>
<span class="allday-toggle__label">Wiederkehrend</span>
</label>
</div>
</div>
<div class="budget-modal__footer">
${isEdit ? `<button class="btn btn--danger btn--icon" id="bm-delete" title="Löschen">
<i data-lucide="trash-2" style="width:16px;height:16px;"></i>
</button>` : '<div></div>'}
<div class="budget-modal__footer-actions">
<button class="btn btn--secondary" id="bm-cancel">Abbrechen</button>
<button class="btn btn--primary" id="bm-save">${isEdit ? 'Speichern' : 'Hinzufügen'}</button>
</div>
</div>
</div>
`;
document.body.appendChild(overlay);
if (window.lucide) lucide.createIcons();
// Typ-Toggle
let currentType = isExpense ? 'expense' : 'income';
overlay.querySelector('#type-expense').addEventListener('click', () => {
currentType = 'expense';
overlay.querySelector('#type-expense').classList.add('amount-type-btn--active');
overlay.querySelector('#type-income').classList.remove('amount-type-btn--active');
});
overlay.querySelector('#type-income').addEventListener('click', () => {
currentType = 'income';
overlay.querySelector('#type-income').classList.add('amount-type-btn--active');
overlay.querySelector('#type-expense').classList.remove('amount-type-btn--active');
});
overlay.querySelector('#bm-close').addEventListener('click', () => overlay.remove());
overlay.querySelector('#bm-cancel').addEventListener('click', () => overlay.remove());
overlay.addEventListener('click', (e) => { if (e.target === overlay) overlay.remove(); });
overlay.querySelector('#bm-delete')?.addEventListener('click', async () => {
if (!confirm(`"${entry.title}" wirklich löschen?`)) return;
overlay.remove();
await deleteEntry(entry.id);
});
overlay.querySelector('#bm-save').addEventListener('click', async () => {
const saveBtn = overlay.querySelector('#bm-save');
const title = overlay.querySelector('#bm-title').value.trim();
const absVal = parseFloat(overlay.querySelector('#bm-amount').value);
const category = overlay.querySelector('#bm-category').value;
const date = overlay.querySelector('#bm-date').value;
const recurring = overlay.querySelector('#bm-recurring').checked ? 1 : 0;
if (!title) { window.oikos?.showToast('Titel ist erforderlich', 'error'); return; }
if (isNaN(absVal) || absVal <= 0) { window.oikos?.showToast('Gültigen Betrag eingeben', 'error'); return; }
if (!date) { window.oikos?.showToast('Datum ist erforderlich', 'error'); return; }
const amount = currentType === 'expense' ? -absVal : absVal;
saveBtn.disabled = true;
saveBtn.textContent = '…';
try {
const body = { title, amount, category, date, is_recurring: recurring };
if (mode === 'create') {
const res = await api.post('/budget', body);
state.entries.unshift(res.data);
} else {
const res = await api.put(`/budget/${entry.id}`, body);
const idx = state.entries.findIndex((e) => e.id === entry.id);
if (idx !== -1) state.entries[idx] = res.data;
}
// Zusammenfassung neu laden
const sumRes = await api.get(`/budget/summary?month=${state.month}`);
state.summary = sumRes.data;
overlay.remove();
renderBody();
window.oikos?.showToast(mode === 'create' ? 'Eintrag hinzugefügt' : 'Eintrag gespeichert', 'success');
} catch (err) {
window.oikos?.showToast(err.data?.error ?? 'Fehler', 'error');
saveBtn.disabled = false;
saveBtn.textContent = isEdit ? 'Speichern' : 'Hinzufügen';
}
});
overlay.querySelector('#bm-title').focus();
}
// --------------------------------------------------------
// Eintrag löschen
// --------------------------------------------------------
async function deleteEntry(id) {
if (!confirm('Eintrag wirklich löschen?')) return;
try {
await api.delete(`/budget/${id}`);
state.entries = state.entries.filter((e) => e.id !== id);
const sumRes = await api.get(`/budget/summary?month=${state.month}`);
state.summary = sumRes.data;
renderBody();
window.oikos?.showToast('Eintrag gelöscht', 'success');
} catch (err) {
window.oikos?.showToast(err.data?.error ?? 'Fehler', 'error');
}
}
// --------------------------------------------------------
// Hilfsfunktion
// --------------------------------------------------------
function escHtml(str) {
if (!str) return '';
return String(str)
.replace(/&/g, '&amp;').replace(/</g, '&lt;')
.replace(/>/g, '&gt;').replace(/"/g, '&quot;');
}