checkpoint: goals feature, wallet balance, and goals/wallet detail UI
- Add goals feature (models, migrations, API, web pages) - Add reserved/centralized wallet balance service - Add wallet detail page and overview components - Add new UI components (progress, multi-select, FAB) - Remove stray empty -H/-d files from working tree
This commit is contained in:
Dwindi Ramadhana
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CENTRALIZED_WALLET_BALANCE.md
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347
CENTRALIZED_WALLET_BALANCE.md
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# ✅ Centralized Wallet Balance Service - Implementation Complete!
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**Date:** October 22, 2025
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**Status:** Implemented & Ready to Test
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---
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## 🎯 **Problem Solved:**
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### **Before:**
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- ❌ Balance calculated in multiple places (Goals service, AddMoneyDialog, etc.)
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- ❌ Inconsistent calculations
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- ❌ Didn't respect wallet kind (money vs asset)
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- ❌ No proper unit/currency handling
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- ❌ Duplicated code everywhere
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### **After:**
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- ✅ Single source of truth for wallet balance
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- ✅ Respects wallet kind (money vs asset)
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- ✅ Proper currency/unit symbols
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- ✅ Centralized calculation logic
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- ✅ Reusable across the entire app
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---
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## 📊 **How It Works:**
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### **Wallet Balance Service** (`wallet-balance.service.ts`)
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**For Money Wallets:**
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```typescript
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{
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walletId: "uuid",
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kind: "money",
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currency: "IDR",
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totalBalance: 5000000, // initialAmount + sum(in) - sum(out)
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reservedBalance: 2000000, // Reserved for goals
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availableBalance: 3000000 // totalBalance - reservedBalance
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}
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```
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**For Asset Wallets:**
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```typescript
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{
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walletId: "uuid",
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kind: "asset",
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unit: "gram",
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totalUnits: 100, // initialAmount + sum(in) - sum(out)
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pricePerUnit: 1000000, // Current price per unit
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totalValue: 100000000, // totalUnits * pricePerUnit
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totalBalance: 100000000, // Same as totalValue
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reservedBalance: 20000000, // Reserved for goals (in value)
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availableBalance: 80000000 // totalValue - reservedBalance
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}
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```
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---
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## 🔧 **API Endpoints:**
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### **1. Get All User Wallet Balances**
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```http
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GET /api/wallets/balances
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Authorization: Bearer {token}
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```
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**Response:**
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```json
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[
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{
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"walletId": "uuid-1",
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"kind": "money",
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"currency": "IDR",
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"totalBalance": 5000000,
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"reservedBalance": 2000000,
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"availableBalance": 3000000
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},
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{
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"walletId": "uuid-2",
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"kind": "asset",
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"unit": "gram",
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"totalUnits": 100,
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"pricePerUnit": 1000000,
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"totalValue": 100000000,
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"totalBalance": 100000000,
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"reservedBalance": 20000000,
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"availableBalance": 80000000
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}
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]
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```
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### **2. Get Single Wallet Balance**
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```http
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GET /api/wallets/:id/balance
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Authorization: Bearer {token}
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```
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**Response:**
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```json
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{
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"walletId": "uuid",
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"kind": "money",
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"currency": "IDR",
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"totalBalance": 5000000,
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"reservedBalance": 2000000,
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"availableBalance": 3000000
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}
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```
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---
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## 🎨 **Frontend Usage:**
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### **Before (Duplicated Logic):**
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```typescript
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// In AddMoneyDialog
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const txResponse = await axios.get('/api/transactions', { params: { walletId } });
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let balance = wallet.initialAmount || 0;
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txResponse.data.forEach(tx => {
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if (tx.direction === 'in') balance += tx.amount;
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else balance -= tx.amount;
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});
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// In Overview page
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const txResponse = await axios.get('/api/transactions', { params: { walletId } });
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let balance = wallet.initialAmount || 0;
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txResponse.data.forEach(tx => {
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if (tx.direction === 'in') balance += tx.amount;
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else balance -= tx.amount;
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});
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// In Wallets page
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// ... same code again!
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```
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### **After (Centralized):**
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```typescript
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// Anywhere in the app
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const balances = await axios.get('/api/wallets/balances');
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// Use it!
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balances.data.forEach(balance => {
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console.log(`${balance.currency || balance.unit}: ${balance.availableBalance}`);
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});
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```
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---
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## 💰 **Proper Currency/Unit Display:**
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### **Money Wallet:**
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```
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Total Balance: Rp 5,000,000
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Reserved for Goals: -Rp 2,000,000
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Available to Allocate: Rp 3,000,000
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```
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### **Asset Wallet (Gold):**
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```
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Total Units: 100 gram
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Price per Unit: Rp 1,000,000/gram
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Total Value: Rp 100,000,000
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Reserved for Goals: -Rp 20,000,000
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Available to Allocate: Rp 80,000,000
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```
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---
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## 🔄 **Integration Points:**
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### **1. Goals Service** ✅
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```typescript
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// Before: Manual calculation
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const transactions = await this.prisma.transaction.findMany(...);
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let balance = wallet.initialAmount || 0;
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// ... 20 lines of calculation
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// After: Use centralized service
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const walletBalance = await this.walletBalanceService.calculateBalance(walletId);
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if (amount > walletBalance.availableBalance) {
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throw new Error('Insufficient balance');
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}
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```
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### **2. Add Money Dialog** ✅
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```typescript
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// Before: Fetch transactions and calculate manually
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// After: Use centralized API
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const balances = await axios.get('/api/wallets/balances');
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const wallet = balances.find(b => b.walletId === selectedWalletId);
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// Shows: Total, Reserved, Available
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```
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### **3. Future: Overview Page** (TODO)
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```typescript
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const balances = await axios.get('/api/wallets/balances');
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const totalAvailable = balances.reduce((sum, b) => sum + b.availableBalance, 0);
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const totalReserved = balances.reduce((sum, b) => sum + b.reservedBalance, 0);
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```
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### **4. Future: Wallets Page** (TODO)
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```typescript
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// Show balance for each wallet card
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const balances = await axios.get('/api/wallets/balances');
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wallets.forEach(wallet => {
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const balance = balances.find(b => b.walletId === wallet.id);
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// Display: Total / Reserved / Available
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});
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```
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---
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## 📁 **Files Created/Modified:**
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### **Backend:**
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```
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apps/api/src/wallets/
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├── wallet-balance.service.ts ✅ NEW - Centralized calculation
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├── wallets-balance.controller.ts ✅ NEW - API endpoints
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├── wallets.module.ts ✅ Updated - Export service
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└── wallets.service.ts (Unchanged)
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apps/api/src/goals/
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├── goals.service.ts ✅ Updated - Use centralized service
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└── goals.module.ts ✅ Updated - Import WalletsModule
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```
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### **Frontend:**
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```
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apps/web/src/components/pages/goals/
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└── AddMoneyDialog.tsx ✅ Updated - Use /api/wallets/balances
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```
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---
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## ✅ **Benefits:**
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### **1. Single Source of Truth**
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- All balance calculations in one place
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- Consistent across the entire app
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- Easy to maintain and update
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### **2. Respects Wallet Types**
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- Money wallets: Show currency (IDR, USD, etc.)
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- Asset wallets: Show units (gram, shares, etc.)
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- Proper value calculation for assets
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### **3. Performance**
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- Can fetch all balances in one request
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- No need to fetch transactions multiple times
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- Optimized queries
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### **4. Extensibility**
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- Easy to add new balance types
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- Can add caching later
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- Can add real-time updates
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---
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## 🧪 **Testing:**
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### **Test Money Wallet:**
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```bash
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# Get balances
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curl http://localhost:3001/api/wallets/balances \
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-H "Authorization: Bearer YOUR_TOKEN"
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# Expected:
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{
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"walletId": "...",
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"kind": "money",
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"currency": "IDR",
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"totalBalance": 5000000,
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"reservedBalance": 2000000,
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"availableBalance": 3000000
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}
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```
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### **Test Asset Wallet:**
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```bash
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# Get balances
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curl http://localhost:3001/api/wallets/balances \
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-H "Authorization: Bearer YOUR_TOKEN"
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# Expected:
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{
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"walletId": "...",
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"kind": "asset",
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"unit": "gram",
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"totalUnits": 100,
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"pricePerUnit": 1000000,
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"totalValue": 100000000,
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"totalBalance": 100000000,
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"reservedBalance": 0,
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"availableBalance": 100000000
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}
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```
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---
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## 🚀 **Next Steps:**
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### **Phase 1: Update Existing Pages** (TODO)
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- [ ] Update Overview page to use `/api/wallets/balances`
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- [ ] Update Wallets page to use `/api/wallets/balances`
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- [ ] Update Transactions page to use `/api/wallets/balances`
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- [ ] Remove all manual balance calculations
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### **Phase 2: Add Caching** (Future)
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- [ ] Cache balance calculations
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- [ ] Invalidate cache on transaction create/update/delete
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- [ ] Add Redis for distributed caching
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### **Phase 3: Real-time Updates** (Future)
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- [ ] WebSocket for balance updates
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- [ ] Push notifications when balance changes
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- [ ] Live balance updates in UI
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---
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## 📝 **Summary:**
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**What We Built:**
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- ✅ Centralized `WalletBalanceService`
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- ✅ Respects wallet kind (money vs asset)
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- ✅ Proper currency/unit handling
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- ✅ Reserved balance calculation
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- ✅ Available balance calculation
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- ✅ API endpoints for easy access
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- ✅ Integrated with Goals service
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- ✅ Updated Add Money dialog
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**What's Different:**
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- No more duplicated balance calculations
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- Consistent balance across the app
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- Proper support for assets (not just money)
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- Single API call to get all balances
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**What's Next:**
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- Update other pages to use centralized service
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- Remove old manual calculations
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- Add caching for performance
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---
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**The wallet balance system is now centralized and respects all wallet types!** 🎉
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