feat(editor,categories): learned category per place, subscription filled from the matched description

src/lib/budgets/map.ts

@@ -1,28 +1,39 @@
-const KEY = "ffui.budget-map";
-
 export interface Learned {
   id: string;
   name: string;
 }
 
-function read(): Record<string, Learned> {
-  try {
-    const value = JSON.parse(localStorage.getItem(KEY) ?? "{}");
-    return value && typeof value === "object" ? value : {};
-  } catch {
-    return {};
-  }
+function learnedMap(key: string) {
+  const read = (): Record<string, Learned> => {
+    try {
+      const value = JSON.parse(localStorage.getItem(key) ?? "{}");
+      return value && typeof value === "object" ? value : {};
+    } catch {
+      return {};
+    }
+  };
+
+  const get = (place: string): Learned | null => read()[place] ?? null;
+
+  const set = (place: string, learned: Learned | null) => {
+    const map = read();
+    if (learned) {
+      map[place] = { id: learned.id, name: learned.name };
+    } else {
+      delete map[place];
+    }
+    localStorage.setItem(key, JSON.stringify(map));
+  };
+
+  const remember = (place: string, learned: Learned) => {
+    const before = get(place);
+    set(place, learned);
+    return () => set(place, before);
+  };
+
+  return { get, remember };
 }
 
-export const learnedBudget = (destinationId: string): Learned | null =>
-  read()[destinationId] ?? null;
+export const learnedBudgets = learnedMap("ffui.budget-map");
 
-export function learnBudget(destinationId: string, budget: Learned | null) {
-  const map = read();
-  if (budget) {
-    map[destinationId] = { id: budget.id, name: budget.name };
-  } else {
-    delete map[destinationId];
-  }
-  localStorage.setItem(KEY, JSON.stringify(map));
-}
+export const learnedCategories = learnedMap("ffui.category-map");

src/lib/components/editor/SplitBox.svelte

@@ -75,6 +75,26 @@
   function fill(past: Split, withCounterparty: boolean) {
     const parts: string[] = [];
     const undo: (() => void)[] = [];
+    const put = (text: string, still: () => boolean, clear: () => void) => {
+      parts.push(text);
+      undo.push(() => {
+        if (still()) {
+          clear();
+        }
+      });
+    };
+    const putRef = (field: "bill" | "budget", refId: string, name: string) => {
+      if (withdrawal && !(split[field].id || split[field].name)) {
+        split[field] = { id: refId, name };
+        put(
+          `${field === "bill" ? "subscription" : field} ${name}`,
+          () => split[field].id === refId,
+          () => {
+            split[field] = emptyRef();
+          }
+        );
+      }
+    };
     const side = counterparty;
     if (withCounterparty && side && past.type === form.type) {
       const pastId = past[`${side}_id`];
@@ -87,33 +107,32 @@
       ) {
         const next = toAccountRef(account);
         split[side] = next;
-        parts.push(next.name);
-        undo.push(() => {
-          if (split[side].id === next.id) {
+        put(
+          next.name,
+          () => split[side].id === next.id,
+          () => {
             split[side] = emptyAccount();
           }
-        });
+        );
       }
     }
     const category = past.category_name ?? "";
     if (category && !split.category.trim()) {
       split.category = category;
-      parts.push(`category ${category}`);
-      undo.push(() => {
-        if (split.category === category) {
+      put(
+        `category ${category}`,
+        () => split.category === category,
+        () => {
           split.category = "";
         }
-      });
+      );
     }
-    const budget = past.budget_id;
-    if (withdrawal && budget && !(split.budget.id || split.budget.name)) {
-      split.budget = { id: budget, name: past.budget_name ?? "" };
-      parts.push(`budget ${past.budget_name ?? ""}`);
-      undo.push(() => {
-        if (split.budget.id === budget) {
-          split.budget = emptyRef();
-        }
-      });
+    if (past.budget_id) {
+      putRef("budget", past.budget_id, past.budget_name ?? "");
+    }
+    const bill = withCounterparty ? catalog.billById(past.bill_id) : undefined;
+    if (bill) {
+      putRef("bill", bill.id, bill.attributes.name ?? "");
     }
     if (parts.length) {
       filled = {

src/lib/components/editor/catalog.svelte.ts

@@ -8,7 +8,7 @@ import type {
   Page,
   TransactionGroup,
 } from "#lib/api/types.js";
-import { learnedBudget } from "#lib/budgets/map.js";
+import { learnedBudgets, learnedCategories } from "#lib/budgets/map.js";
 import type { Option } from "#lib/components/inputs/AutocompleteInput.svelte";
 import { formatMoney } from "#lib/format.js";
 import { fuzzyFilter } from "#lib/fuzzy.js";
@@ -66,6 +66,12 @@ export class Catalog {
     return (this.accounts.data ?? []).find((item) => item.id === id);
   }
 
+  billById(id: string | null | undefined) {
+    return (this.bills.data ?? []).find(
+      (item) => item.id === id && item.attributes.active
+    );
+  }
+
   accountOptions(kinds: string[], query: string): Option[] {
     const items = rank(
       this.accountsOf(kinds),
@@ -235,23 +241,41 @@ export class Catalog {
         .catch(() => null);
       this.history.set(key, found);
     }
-    const learned = learnedBudget(accountId)?.id;
-    const budget = this.budgets.data?.find(
-      (item) => item.id === learned && item.attributes.active
-    );
-    if (!budget || type !== "withdrawal" || side !== "destination") {
+    const learnedBudget = learnedBudgets.get(accountId)?.id;
+    const budget =
+      type === "withdrawal" && side === "destination"
+        ? this.budgets.data?.find(
+            (item) => item.id === learnedBudget && item.attributes.active
+          )
+        : undefined;
+    const ownSide = type === "deposit" ? "source" : "destination";
+    const learnedCategory = learnedCategories.get(`${type}:${accountId}`)?.id;
+    const category =
+      side === ownSide
+        ? this.categories.data?.find((item) => item.id === learnedCategory)
+        : undefined;
+    if (!(budget || category)) {
       return found;
     }
-    return found.then(
-      (past) =>
-        past && {
-          split: {
-            ...past.split,
+    return found.then((past) => {
+      const split = past?.split;
+      if (!split) {
+        return past;
+      }
+      return {
+        split: {
+          ...split,
+          ...(budget && {
             budget_id: budget.id,
             budget_name: budget.attributes.name,
-          },
-        }
-    );
+          }),
+          ...(category && {
+            category_id: category.id,
+            category_name: category.attributes.name,
+          }),
+        },
+      };
+    });
   }
 
   async fromJournal(journalId: string): Promise<Recent | null> {

src/routes/budgets/[[start=date]]/[[end=date]]/+page.svelte

@@ -4,7 +4,7 @@
   import { api } from "#lib/api/client.js";
   import { invalidate } from "#lib/api/lists.js";
   import type { Budget, One } from "#lib/api/types.js";
-  import { learnBudget, learnedBudget } from "#lib/budgets/map.js";
+  import { learnedBudgets } from "#lib/budgets/map.js";
   import {
     type Place,
     placesOf,
@@ -269,12 +269,6 @@
     return { id: made.data.id, name: made.data.attributes.name };
   }
 
-  function remember(place: Place, option: { id: string; name: string }) {
-    const before = learnedBudget(place.accountId);
-    learnBudget(place.accountId, option);
-    return () => learnBudget(place.accountId, before);
-  }
-
   function done(index: number, move: Move) {
     adding = null;
     const next = rows[index + move];
@@ -739,12 +733,12 @@
     ? "Every expense has a budget."
     : `Every expense in ${period.label} has a budget.`}
   everything={scope === "all"}
-  hint={(place) => learnedBudget(place.accountId)?.name ?? null}
+  hint={(place) => learnedBudgets.get(place.accountId)?.name ?? null}
   ignoreKey="ffui.budget-ignored"
   loading={triage.isPending}
   noun="budget"
   onactivate={() => (triaging = true)}
-  onassign={remember}
+  onassign={(place, option) => learnedBudgets.remember(place.accountId, option)}
   onchange={() => refreshExcept(triageKey)}
   onleave={() => (triaging = false)}
   onswitch={() => setParam("scope", scope === "all" ? "" : "all")}

src/routes/categories/+page.svelte

@@ -5,6 +5,7 @@
   import { api } from "#lib/api/client.js";
   import { invalidate } from "#lib/api/lists.js";
   import type { Category, One } from "#lib/api/types.js";
+  import { learnedCategories } from "#lib/budgets/map.js";
   import {
     placesOf,
     refreshExcept,
@@ -414,10 +415,12 @@
     ? "Every transaction has a category."
     : `Every transaction in ${period.label} has a category.`}
   {everything}
+  hint={(place) => learnedCategories.get(place.key)?.name ?? null}
   ignoreKey="ffui.category-ignored"
   loading={triage.isPending}
   noun="category"
   onactivate={() => (triaging = true)}
+  onassign={(place, option) => learnedCategories.remember(place.key, option)}
   onchange={() => refreshExcept(triageKey)}
   onleave={() => (triaging = false)}
   onswitch={() => setParam("scope", everything ? "" : "all")}