Files
MoneyMap/MoneyMap/Pages/EditTransaction.cshtml
T
aj 4be5658d32 Improve: Overhaul navigation with grouped dropdowns, breadcrumbs, and quick-actions
Restructure the flat 7-item navbar into logical dropdown groups (Transactions,
Receipts, Accounts), add a prominent Upload button, settings gear icon, breadcrumb
navigation on 11 deep pages, and dashboard quick-action cards with hover effects.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 19:41:56 -05:00

279 lines
14 KiB
Plaintext

@page "{id:long}"
@model MoneyMap.Pages.EditTransactionModel
@{
ViewData["Title"] = "Edit Transaction";
ViewData["Breadcrumbs"] = new List<(string Label, string? Url)>
{
("Transactions", Url.Page("/Transactions")),
($"#{Model.Transaction.Id}", null)
};
}
<div class="d-flex justify-content-between align-items-center mb-3">
<h2 class="mb-0">Edit Transaction <small class="text-muted">#@Model.Transaction.Id</small> <button type="button" class="btn btn-sm btn-outline-secondary ms-2" onclick="copyTransactionId()">Copy ID</button></h2>
<a asp-page="/Transactions" class="btn btn-outline-secondary">Back to Transactions</a>
</div>
@if (!string.IsNullOrEmpty(Model.SuccessMessage))
{
<div class="alert alert-success alert-dismissible fade show" role="alert">
@Model.SuccessMessage
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
</div>
}
@if (!string.IsNullOrEmpty(Model.ErrorMessage))
{
<div class="alert alert-danger alert-dismissible fade show" role="alert">
@Model.ErrorMessage
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
</div>
}
<div class="row">
<div class="col-lg-8">
<div class="card shadow-sm mb-3">
<div class="card-header">
<strong>Transaction Details</strong>
</div>
<div class="card-body">
<form method="post">
<input type="hidden" asp-for="Transaction.Id" />
<input type="hidden" asp-for="Transaction.Date" />
<input type="hidden" asp-for="Transaction.Name" />
<input type="hidden" asp-for="Transaction.Memo" />
<input type="hidden" asp-for="Transaction.Amount" />
<input type="hidden" asp-for="Transaction.CardLabel" />
<input type="hidden" asp-for="Transaction.AccountLabel" />
<!-- Read-only fields -->
<div class="row mb-3">
<div class="col-md-6">
<label class="form-label fw-bold">Date</label>
<div class="form-control-plaintext">@Model.Transaction.Date.ToString("yyyy-MM-dd")</div>
</div>
<div class="col-md-6">
<label class="form-label fw-bold">Amount</label>
<div class="form-control-plaintext">
<span class="fs-5 @(Model.Transaction.Amount >= 0 ? "text-success" : "text-danger")">
@Model.Transaction.Amount.ToString("C")
</span>
</div>
</div>
</div>
<div class="mb-3">
<label class="form-label fw-bold">Transaction Name</label>
<div class="form-control-plaintext">@Model.Transaction.Name</div>
</div>
<div class="mb-3">
<label class="form-label fw-bold">Memo</label>
<div class="form-control-plaintext">@Model.Transaction.Memo</div>
</div>
<div class="row mb-3">
<div class="col-md-6">
<label class="form-label fw-bold">Payment Method</label>
<div class="form-control-plaintext">@Model.Transaction.CardLabel</div>
</div>
<div class="col-md-6">
<label class="form-label fw-bold">Account</label>
<div class="form-control-plaintext">@Model.Transaction.AccountLabel</div>
</div>
</div>
<hr class="my-4" />
<!-- Editable fields -->
<div class="mb-3">
<label class="form-label fw-bold">Category</label>
<select class="form-select mb-2" id="categorySelect" onchange="handleCategoryChange()">
<option value="">(uncategorized)</option>
@foreach (var cat in Model.AvailableCategories)
{
<option value="@cat" selected="@(Model.Transaction.Category == cat)">@cat</option>
}
<option value="__custom__" selected="@Model.UseCustomCategory">+ Enter custom category</option>
</select>
<div id="customCategoryInput" style="display: @(Model.UseCustomCategory ? "block" : "none")">
<input asp-for="Transaction.Category"
class="form-control"
id="categoryInput"
placeholder="Enter custom category" />
</div>
<div class="form-text">Select a category or create a new one</div>
<span asp-validation-for="Transaction.Category" class="text-danger"></span>
</div>
<div class="mb-3">
<label class="form-label fw-bold">Merchant</label>
<select class="form-select mb-2" id="merchantSelect" onchange="handleMerchantChange()">
<option value="">(no merchant)</option>
@foreach (var merchant in Model.AvailableMerchants)
{
<option value="@merchant.Id" selected="@(Model.Transaction.MerchantId == merchant.Id)">@merchant.Name</option>
}
<option value="__custom__" selected="@Model.UseCustomMerchant">+ Enter custom merchant</option>
</select>
<div id="customMerchantInput" style="display: @(Model.UseCustomMerchant ? "block" : "none")">
<input asp-for="Transaction.MerchantName"
class="form-control"
placeholder="Enter merchant name" />
</div>
<input type="hidden" asp-for="Transaction.MerchantId" id="merchantHidden" />
<div class="form-text">Select a merchant or create a new one</div>
<span asp-validation-for="Transaction.MerchantId" class="text-danger"></span>
</div>
<div class="mb-3">
<label asp-for="Transaction.Notes" class="form-label fw-bold">Notes</label>
<textarea asp-for="Transaction.Notes"
class="form-control"
rows="3"
placeholder="Add any additional details about this transaction..."></textarea>
<div class="form-text">Optional: Add context or details to help you remember what this transaction was for</div>
<span asp-validation-for="Transaction.Notes" class="text-danger"></span>
</div>
<div class="d-flex gap-2">
<button type="submit" class="btn btn-primary">Save Changes</button>
<a asp-page="/Transactions" class="btn btn-secondary">Cancel</a>
</div>
</form>
</div>
</div>
</div>
<div class="col-lg-4">
<div class="card shadow-sm mb-3">
<div class="card-header">
<strong>Receipts (@Model.Receipts.Count)</strong>
</div>
<div class="card-body">
@if (Model.Receipts.Any())
{
@foreach (var item in Model.Receipts)
{
<div class="card mb-3">
<div class="card-body p-2">
<div class="d-flex justify-content-between align-items-start mb-2">
<div class="flex-grow-1">
<div class="fw-bold text-truncate" style="max-width: 200px;" title="@item.Receipt.FileName">
@item.Receipt.FileName
</div>
<small class="text-muted">
@((item.Receipt.FileSizeBytes / 1024.0).ToString("F1")) KB
@item.Receipt.UploadedAtUtc.ToLocalTime().ToString("MMM d, yyyy")
</small>
@if (!string.IsNullOrWhiteSpace(item.Receipt.Merchant))
{
<div class="small text-success mt-1">
<strong>@item.Receipt.Merchant</strong>
@if (item.Receipt.Total.HasValue)
{
<span> - @item.Receipt.Total.Value.ToString("C")</span>
}
</div>
}
</div>
</div>
@if (item.LineItems.Any())
{
<div class="border rounded p-2 mb-2 bg-body-secondary">
<div class="small fw-bold mb-1">Line Items (@item.LineItems.Count)</div>
<div style="max-height: 150px; overflow-y: auto;">
@foreach (var lineItem in item.LineItems)
{
<div class="d-flex justify-content-between small">
<span class="text-truncate" style="max-width: 120px;" title="@lineItem.Description">
@if (lineItem.Quantity.HasValue)
{
<text>@lineItem.Quantity.Value.ToString("0.##")x </text>
}
@lineItem.Description
</span>
<span class="text-end">@(lineItem.LineTotal?.ToString("C") ?? "-")</span>
</div>
}
</div>
</div>
}
<div class="d-flex gap-1 flex-wrap">
<a asp-page="/ViewReceipt" asp-route-id="@item.Receipt.Id"
target="_blank"
class="btn btn-sm btn-outline-primary">
View
</a>
@if (!item.LineItems.Any())
{
<form method="post" asp-page-handler="ParseReceipt" asp-route-receiptId="@item.Receipt.Id" class="d-inline">
<button type="submit" class="btn btn-sm btn-outline-info">Parse</button>
</form>
}
<form method="post" asp-page-handler="UnmapReceipt" asp-route-receiptId="@item.Receipt.Id" class="d-inline">
<button type="submit" class="btn btn-sm btn-outline-warning" title="Unmap from this transaction (receipt will go back to Receipts page)">Unmap</button>
</form>
<form method="post" asp-page-handler="DeleteReceipt" asp-route-receiptId="@item.Receipt.Id"
onsubmit="return confirm('Are you sure? This will PERMANENTLY DELETE the receipt file!')" class="d-inline">
<button type="submit" class="btn btn-sm btn-outline-danger">Delete</button>
</form>
</div>
</div>
</div>
}
}
else
{
<p class="text-muted mb-3">No receipts attached</p>
}
<hr />
<form method="post" asp-page-handler="UploadReceipt" enctype="multipart/form-data">
<input type="hidden" asp-for="Transaction.Id" />
<div class="mb-2">
<label for="ReceiptFile" class="form-label small fw-bold">Upload Receipt</label>
<input asp-for="ReceiptFile" type="file" class="form-control form-control-sm" accept="image/*,.pdf" />
</div>
<button type="submit" class="btn btn-sm btn-primary w-100">Upload</button>
<div class="form-text small">
Accepts: JPG, PNG, PDF, GIF, HEIC (max 10MB)
</div>
</form>
</div>
</div>
<div class="card shadow-sm mt-3">
<div class="card-header">
<strong>Quick Tips</strong>
</div>
<div class="card-body">
<ul class="small mb-0">
<li>Use the category dropdown to see existing categories</li>
<li>Leave category blank to mark as uncategorized</li>
<li>You can create new categories by typing them in</li>
</ul>
</div>
</div>
</div>
</div>
@section Scripts {
<partial name="_ValidationScriptsPartial" />
<script src="~/js/edit-transaction.js"></script>
<script>
// Override with server-side transaction ID
function copyTransactionId() {
window.copyTransactionId('@Model.Transaction.Id');
}
</script>
}