A tag could come from two places: rules.toml, or the TUI's t key, which wrote manual_tag with COALESCE(manual_tag, rule_tag) deciding the winner. That split paid for itself in the first invariant of the codebase, in ClearOverrides and the c key, in the * marker on the tag column, and in the one exception to a disposable index -- a tag set by hand was the only thing in index.db that the statements could not reproduce. Now rules.toml decides every tag. The index is derived entirely from the statements plus that file, so deleting it and re-importing gets back exactly what was there, and retag has nothing to be careful of. Tagging a one-off means writing a narrow rule on screen 4, which previews what the glob catches before it is saved. A manual tag in an existing index is dropped along with the column the first time this build opens it, and those rows read as whatever the rules say, or as untagged. TestManualTagSurvivesRetag guarded the invariant that has just been removed; TestRetagRewritesEveryTag replaces it with the one that took its place, and keeps Retag itself covered. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
1343 lines
36 KiB
Go
1343 lines
36 KiB
Go
// Package tui is the terminal interface: browse accounts, write the rules that
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// tag transactions, and see where the money went.
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package tui
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import (
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"fmt"
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"slices"
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"sort"
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"strings"
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"github.com/charmbracelet/bubbles/spinner"
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"github.com/charmbracelet/bubbles/table"
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"github.com/charmbracelet/bubbles/textinput"
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tea "github.com/charmbracelet/bubbletea"
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"github.com/charmbracelet/lipgloss"
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"git.petrovv.com/nikola/money/internal/config"
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"git.petrovv.com/nikola/money/internal/glob"
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"git.petrovv.com/nikola/money/internal/importer"
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"git.petrovv.com/nikola/money/internal/model"
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"git.petrovv.com/nikola/money/internal/report"
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"git.petrovv.com/nikola/money/internal/rules"
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"git.petrovv.com/nikola/money/internal/store"
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)
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type view int
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const (
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viewAccounts view = iota
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viewTxns
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viewReport
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viewRules
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viewRuleList
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viewCount = 5
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)
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// confirmation is a pending destructive action awaiting a y/n answer.
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// Deleting rewrites a file the user maintains by hand, so it is never done on
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// a single keypress.
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type confirmation int
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const (
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confirmNone confirmation = iota
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confirmDeleteRule
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confirmPruneRules
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)
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// input is the modal state: the transaction list is read-only until the user
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// starts typing a search.
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type input int
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const (
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inputNone input = iota
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inputSearch
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)
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// Model is the root Bubble Tea model.
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type Model struct {
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root string
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db *store.DB
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accounts []*config.Account
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engine *rules.Engine
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view view
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input input
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accountTable table.Model
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txnTable table.Model
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reportTable table.Model
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text textinput.Model
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spinner spinner.Model
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// importing is set while an import runs in the background, so the UI keeps
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// redrawing instead of freezing on a slow PDF.
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importing bool
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txns []model.Transaction // rows currently shown in txnTable
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// Rule builder: three inputs on the left, and a live preview on the right
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// of which untagged descriptions the glob would catch.
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ruleGlob textinput.Model
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ruleAccount textinput.Model
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ruleTag textinput.Model
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ruleNote textinput.Model
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ruleFocus int // which of the inputs has the cursor
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ruleTable table.Model
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ruleReturn view // the view to go back to on esc
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untagged []descGroup
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ruleMatches int // untagged descriptions the current glob matches
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// Rule list: every rule with the number of transactions it actually
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// claims, so dead ones can be found and removed.
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ruleListTable table.Model
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ruleUsage []int
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confirm confirmation
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filter store.Filter
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onlyUntagged bool
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status string
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err error
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width int
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height int
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}
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var (
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titleStyle = lipgloss.NewStyle().Bold(true).Padding(0, 1)
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statusStyle = lipgloss.NewStyle().Faint(true).Padding(0, 1)
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errStyle = lipgloss.NewStyle().Bold(true).Foreground(lipgloss.Color("9")).Padding(0, 1)
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helpStyle = lipgloss.NewStyle().Faint(true).Padding(0, 1)
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emptyStyle = lipgloss.NewStyle().Padding(1, 2)
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labelStyle = lipgloss.NewStyle().Faint(true)
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focusedLabelStyle = lipgloss.NewStyle().Bold(true).Foreground(lipgloss.Color("62"))
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// Both boxes are pinned to the same width: a focused input renders one
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// extra cell for the cursor, which would otherwise shift the border as
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// the cursor moves between fields.
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boxStyle = lipgloss.NewStyle().Border(lipgloss.RoundedBorder()).
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BorderForeground(lipgloss.Color("240")).Padding(0, 1).Width(ruleInputWidth + 2)
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focusedBoxStyle = lipgloss.NewStyle().Border(lipgloss.RoundedBorder()).
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BorderForeground(lipgloss.Color("62")).Padding(0, 1).Width(ruleInputWidth + 2)
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hintStyle = lipgloss.NewStyle().Faint(true).PaddingLeft(2)
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matchCountStyle = lipgloss.NewStyle().Bold(true).PaddingLeft(2)
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ruleFormStyle = lipgloss.NewStyle().Width(ruleFormWidth)
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)
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// Run starts the interface.
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func Run(root string, db *store.DB, accounts []*config.Account, engine *rules.Engine) error {
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m := New(root, db, accounts, engine)
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if err := m.reload(); err != nil {
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return err
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}
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_, err := tea.NewProgram(m, tea.WithAltScreen()).Run()
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return err
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}
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// New builds the root model.
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func New(root string, db *store.DB, accounts []*config.Account, engine *rules.Engine) *Model {
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ti := textinput.New()
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ti.Prompt = ""
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ti.CharLimit = 64
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newInput := func(placeholder string) textinput.Model {
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in := textinput.New()
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in.Prompt = ""
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in.CharLimit = 80
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in.Width = ruleInputWidth
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in.Placeholder = placeholder
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return in
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}
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// Account slugs and tags are typed over and over, and a typo in either
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// silently produces a rule that catches nothing, so both fields complete
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// against what already exists.
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completing := func(in textinput.Model) textinput.Model {
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in.ShowSuggestions = true
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return in
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}
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sp := spinner.New()
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sp.Spinner = spinner.Dot
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sp.Style = lipgloss.NewStyle().Foreground(lipgloss.Color("62"))
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styles := table.DefaultStyles()
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styles.Header = styles.Header.Bold(true)
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styles.Selected = styles.Selected.Bold(true).Foreground(lipgloss.Color("15")).Background(lipgloss.Color("62"))
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newTable := func(cols []table.Column) table.Model {
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return table.New(table.WithColumns(cols), table.WithFocused(true),
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table.WithHeight(15), table.WithStyles(styles))
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}
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return &Model{
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root: root,
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db: db,
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accounts: accounts,
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engine: engine,
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view: viewAccounts,
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text: ti,
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spinner: sp,
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accountTable: newTable([]table.Column{
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{Title: "Account", Width: 20},
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{Title: "Balance", Width: 14},
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{Title: "Cur", Width: 4},
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{Title: "Txns", Width: 6},
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}),
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txnTable: newTable([]table.Column{
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{Title: "Date", Width: 10},
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{Title: "Account", Width: 12},
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{Title: "Amount", Width: 12},
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{Title: "Tag", Width: 14},
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{Title: "Description", Width: 40},
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}),
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ruleGlob: newInput("*LIDL*"),
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ruleAccount: completing(newInput("blank = every account")),
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ruleTag: completing(newInput("groceries")),
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ruleNote: newInput("optional"),
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ruleTable: newTable([]table.Column{
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{Title: " ", Width: 1},
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{Title: "Untagged description", Width: 44},
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{Title: "N", Width: 4},
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}),
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ruleListTable: newTable([]table.Column{
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{Title: "#", Width: 3},
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{Title: " ", Width: 1},
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{Title: "Pattern", Width: 34},
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{Title: "Account", Width: 12},
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{Title: "Tag", Width: 14},
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{Title: "Txns", Width: 6},
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{Title: "Note", Width: 24},
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}),
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reportTable: newTable([]table.Column{
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{Title: "Tag", Width: 20},
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{Title: "Cur", Width: 4},
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{Title: "Out", Width: 14},
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{Title: "In", Width: 14},
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{Title: "Net", Width: 14},
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{Title: "N", Width: 5},
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}),
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}
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}
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// Init implements tea.Model.
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func (m *Model) Init() tea.Cmd { return nil }
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// reload refreshes whichever view is active from the index.
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func (m *Model) reload() error {
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if err := m.reloadAccounts(); err != nil {
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return err
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}
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return m.reloadTxns()
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}
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func (m *Model) reloadAccounts() error {
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accounts, err := m.db.Accounts()
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if err != nil {
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return err
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}
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rows := make([]table.Row, 0, len(accounts))
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for _, a := range accounts {
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bal, err := m.db.Balance(a.ID)
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if err != nil {
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return err
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}
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n, err := m.db.Count(a.ID)
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if err != nil {
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return err
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}
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rows = append(rows, table.Row{
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a.Name, model.FormatMinor(bal, a.MinorDigits), a.Currency, fmt.Sprintf("%d", n),
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})
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}
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m.accountTable.SetRows(rows)
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return nil
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}
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func (m *Model) reloadTxns() error {
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f := m.filter
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f.Untagged = m.onlyUntagged
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txns, err := m.db.Transactions(f)
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if err != nil {
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return err
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}
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m.txns = txns
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rows := make([]table.Row, 0, len(txns))
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for _, t := range txns {
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rows = append(rows, table.Row{
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t.Date, t.AccountSlug, t.FormatAmount(), t.RuleTag, t.Description,
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})
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}
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// Keep the cursor in range after the row count shrinks (e.g. a new rule
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// tagging the last untagged row while the untagged filter is on).
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cursor := m.txnTable.Cursor()
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m.txnTable.SetRows(rows)
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if cursor >= len(rows) {
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cursor = len(rows) - 1
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}
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if cursor < 0 {
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cursor = 0
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}
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m.txnTable.SetCursor(cursor)
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m.reloadReport(txns)
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return nil
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}
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func (m *Model) reloadReport(txns []model.Transaction) {
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rows := report.ByTag(txns)
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out := make([]table.Row, 0, len(rows)+2)
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for _, r := range rows {
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out = append(out, table.Row{
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r.Tag, r.Currency,
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model.FormatMinor(r.Out, r.Digits),
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model.FormatMinor(r.In, r.Digits),
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model.FormatMinor(r.Net(), r.Digits),
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fmt.Sprintf("%d", r.Count),
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})
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}
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for _, c := range report.Totals(rows) {
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out = append(out, table.Row{
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"TOTAL", c.Currency,
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model.FormatMinor(c.Out, c.Digits),
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model.FormatMinor(c.In, c.Digits),
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model.FormatMinor(c.Net(), c.Digits),
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"",
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})
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}
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m.reportTable.SetRows(out)
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}
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// ruleFormWidth is the width of the rule builder's left-hand form, and
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// ruleInputWidth the editable area inside its boxes. The form must stay wider
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// than a box plus its border, padding and the block cursor, or lipgloss wraps
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// the border and the panel falls apart.
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const (
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ruleInputWidth = 26
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ruleFormWidth = ruleInputWidth + 12
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)
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// descGroup is one distinct untagged description and how often it occurs.
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// Grouping matters: a statement holds the same payee dozens of times, and a
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// rule is written against the description, not against individual rows.
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type descGroup struct {
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Description string
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Accounts map[string]bool
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Count int
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}
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// reloadUntagged rebuilds the alphabetical list of untagged descriptions that
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// the rule builder previews against.
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func (m *Model) reloadUntagged() error {
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txns, err := m.db.Transactions(store.Filter{Untagged: true})
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if err != nil {
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return err
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}
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byDesc := map[string]*descGroup{}
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for _, t := range txns {
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key := model.NormalizeDescription(t.Description)
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g, ok := byDesc[key]
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if !ok {
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g = &descGroup{Description: t.Description, Accounts: map[string]bool{}}
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byDesc[key] = g
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}
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g.Accounts[t.AccountSlug] = true
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g.Count++
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}
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m.untagged = make([]descGroup, 0, len(byDesc))
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for _, g := range byDesc {
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m.untagged = append(m.untagged, *g)
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}
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sort.Slice(m.untagged, func(i, j int) bool {
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a := model.NormalizeDescription(m.untagged[i].Description)
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b := model.NormalizeDescription(m.untagged[j].Description)
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if a != b {
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return a < b
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}
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return m.untagged[i].Description < m.untagged[j].Description
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})
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m.refreshRulePreview()
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return nil
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}
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// refreshRulePreview re-marks the preview against whatever is typed right now.
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// It runs on every keystroke, so the glob is checked against descriptions only,
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// never against the database.
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func (m *Model) refreshRulePreview() {
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var (
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pattern = strings.TrimSpace(m.ruleGlob.Value())
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account = strings.TrimSpace(m.ruleAccount.Value())
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rows = make([]table.Row, 0, len(m.untagged))
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)
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m.ruleMatches = 0
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for _, g := range m.untagged {
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// An account filter narrows the preview the same way the saved rule
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// will narrow its matching.
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if account != "" && !g.Accounts[account] {
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continue
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}
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marker := " "
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if pattern != "" && glob.Match(pattern, model.NormalizeDescription(g.Description)) {
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marker = "▸"
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m.ruleMatches++
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}
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rows = append(rows, table.Row{marker, g.Description, fmt.Sprintf("%d", g.Count)})
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}
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cursor := m.ruleTable.Cursor()
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m.ruleTable.SetRows(rows)
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if cursor >= len(rows) {
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cursor = len(rows) - 1
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}
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if cursor < 0 {
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cursor = 0
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}
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m.ruleTable.SetCursor(cursor)
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}
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// saveRule appends the composed rule to rules.toml, reloads the engine and
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// retags, so the effect is visible immediately.
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func (m *Model) saveRule() error {
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r := config.Rule{
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Match: strings.TrimSpace(m.ruleGlob.Value()),
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Account: strings.TrimSpace(m.ruleAccount.Value()),
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Tag: strings.TrimSpace(m.ruleTag.Value()),
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Note: strings.TrimSpace(m.ruleNote.Value()),
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}
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if r.Match == "" {
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return fmt.Errorf("enter a glob first, e.g. *LIDL*")
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}
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if r.Tag == "" {
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return fmt.Errorf("enter a tag to apply")
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}
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if r.Account != "" && !m.knownAccount(r.Account) {
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return fmt.Errorf("no account called %q; leave it blank to apply to every account", r.Account)
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}
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|
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if err := config.AppendRule(m.root, r); err != nil {
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return err
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}
|
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|
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// Re-read the file rather than appending to the in-memory engine, so what
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// runs is exactly what is now on disk.
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loaded, err := config.LoadRules(m.root)
|
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if err != nil {
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return fmt.Errorf("rule saved, but re-reading rules.toml failed: %w", err)
|
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}
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m.engine = rules.New(loaded)
|
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|
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n, err := m.engine.Retag(m.db)
|
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if err != nil {
|
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return err
|
|
}
|
|
|
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m.status = fmt.Sprintf("saved rule %s → %s, %d transactions retagged", r.Match, r.Tag, n)
|
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m.ruleGlob.SetValue("")
|
|
m.ruleTag.SetValue("")
|
|
m.ruleNote.SetValue("")
|
|
m.setRuleFocus(0)
|
|
if err := m.reloadSuggestions(); err != nil {
|
|
return err
|
|
}
|
|
return m.reload()
|
|
}
|
|
|
|
func (m *Model) knownAccount(slug string) bool {
|
|
return slices.Contains(m.accountSlugs(), slug)
|
|
}
|
|
|
|
// accountSlugs lists every account slug worth completing: those configured on
|
|
// disk, plus those the index already holds so accounts still resolve when the
|
|
// caller passed no config (as the tests do).
|
|
func (m *Model) accountSlugs() []string {
|
|
configured := make([]string, 0, len(m.accounts))
|
|
for _, a := range m.accounts {
|
|
configured = append(configured, a.Slug)
|
|
}
|
|
var imported []string
|
|
if accounts, err := m.db.Accounts(); err == nil {
|
|
for _, a := range accounts {
|
|
imported = append(imported, a.Slug)
|
|
}
|
|
}
|
|
return sortedSet(configured, imported)
|
|
}
|
|
|
|
// knownTags lists the tags in use in the index plus those only named by a rule.
|
|
// A rule that has not caught anything yet is exactly where a tag lives before
|
|
// it appears on a transaction, and those are the ones most likely to be
|
|
// mistyped into a second, near-identical tag.
|
|
func (m *Model) knownTags() ([]string, error) {
|
|
tagged, err := m.db.Tags()
|
|
if err != nil {
|
|
return nil, err
|
|
}
|
|
rs := m.engine.Rules()
|
|
fromRules := make([]string, 0, len(rs))
|
|
for _, r := range rs {
|
|
fromRules = append(fromRules, r.Tag)
|
|
}
|
|
return sortedSet(tagged, fromRules), nil
|
|
}
|
|
|
|
// sortedSet merges the groups into one sorted list with blanks and duplicates
|
|
// removed. Completion cycles in this order, so it has to be stable.
|
|
func sortedSet(groups ...[]string) []string {
|
|
seen := map[string]bool{}
|
|
var out []string
|
|
for _, g := range groups {
|
|
for _, v := range g {
|
|
if v == "" || seen[v] {
|
|
continue
|
|
}
|
|
seen[v] = true
|
|
out = append(out, v)
|
|
}
|
|
}
|
|
sort.Strings(out)
|
|
return out
|
|
}
|
|
|
|
// reloadSuggestions refreshes what the account and tag fields complete against.
|
|
// It runs whenever the builder is opened and after every save, since saving a
|
|
// rule can introduce a tag that did not exist a moment ago.
|
|
func (m *Model) reloadSuggestions() error {
|
|
m.ruleAccount.SetSuggestions(m.accountSlugs())
|
|
tags, err := m.knownTags()
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.ruleTag.SetSuggestions(tags)
|
|
return nil
|
|
}
|
|
|
|
// pendingCompletion returns the suggestion an input is currently offering, or
|
|
// "" when there is nothing left to accept. Matching is case-insensitive, so a
|
|
// suggestion differing only in case is not worth rewriting what was typed.
|
|
func pendingCompletion(in *textinput.Model) string {
|
|
s := in.CurrentSuggestion()
|
|
if s == "" || strings.EqualFold(s, in.Value()) {
|
|
return ""
|
|
}
|
|
return s
|
|
}
|
|
|
|
// acceptCompletion takes the offered completion into the focused field,
|
|
// reporting whether there was one. The suggestion list is re-set afterwards
|
|
// because SetValue does not re-match it, which would otherwise leave ctrl+n
|
|
// cycling through candidates that no longer share the new prefix.
|
|
func (m *Model) acceptCompletion() bool {
|
|
in := m.ruleInputs()[m.ruleFocus]
|
|
s := pendingCompletion(in)
|
|
if s == "" {
|
|
return false
|
|
}
|
|
in.SetValue(s)
|
|
in.CursorEnd()
|
|
in.SetSuggestions(in.AvailableSuggestions())
|
|
return true
|
|
}
|
|
|
|
// reloadRuleList counts, for every rule, how many transactions it actually
|
|
// claims. A rule can match nothing because no description fits it, or because
|
|
// an earlier rule already took everything it would have caught; both show up
|
|
// here as a zero.
|
|
func (m *Model) reloadRuleList() error {
|
|
txns, err := m.db.Transactions(store.Filter{})
|
|
if err != nil {
|
|
return err
|
|
}
|
|
rs := m.engine.Rules()
|
|
m.ruleUsage = m.engine.Usage(txns)
|
|
|
|
rows := make([]table.Row, 0, len(rs))
|
|
for i, r := range rs {
|
|
marker := " "
|
|
if m.ruleUsage[i] == 0 {
|
|
marker = "✗"
|
|
}
|
|
account := r.Account
|
|
if account == "" {
|
|
account = "(all)"
|
|
}
|
|
rows = append(rows, table.Row{
|
|
fmt.Sprintf("%d", i+1), marker, rulePattern(r), account, r.Tag,
|
|
fmt.Sprintf("%d", m.ruleUsage[i]), r.Note,
|
|
})
|
|
}
|
|
|
|
cursor := m.ruleListTable.Cursor()
|
|
m.ruleListTable.SetRows(rows)
|
|
if cursor >= len(rows) {
|
|
cursor = len(rows) - 1
|
|
}
|
|
if cursor < 0 {
|
|
cursor = 0
|
|
}
|
|
m.ruleListTable.SetCursor(cursor)
|
|
return nil
|
|
}
|
|
|
|
// rulePattern renders whichever patterns a rule sets, labelled so a type rule
|
|
// is not mistaken for a description one.
|
|
func rulePattern(r config.Rule) string {
|
|
var parts []string
|
|
if r.Match != "" {
|
|
parts = append(parts, r.Match)
|
|
}
|
|
if r.Type != "" {
|
|
parts = append(parts, "type:"+r.Type)
|
|
}
|
|
return strings.Join(parts, " + ")
|
|
}
|
|
|
|
// unusedRules lists the positions of every rule claiming no transactions.
|
|
func (m *Model) unusedRules() []int {
|
|
var out []int
|
|
for i, n := range m.ruleUsage {
|
|
if n == 0 {
|
|
out = append(out, i)
|
|
}
|
|
}
|
|
return out
|
|
}
|
|
|
|
// deleteRules removes rules from rules.toml, then reloads and retags so the
|
|
// counts on screen reflect the new file.
|
|
func (m *Model) deleteRules(positions []int) error {
|
|
n, err := config.DeleteRules(m.root, positions)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
|
|
loaded, err := config.LoadRules(m.root)
|
|
if err != nil {
|
|
return fmt.Errorf("rules deleted, but re-reading rules.toml failed: %w", err)
|
|
}
|
|
m.engine = rules.New(loaded)
|
|
|
|
retagged, err := m.engine.Retag(m.db)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.status = fmt.Sprintf("deleted %d rule(s), %d transactions retagged", n, retagged)
|
|
|
|
if err := m.reload(); err != nil {
|
|
return err
|
|
}
|
|
return m.reloadRuleList()
|
|
}
|
|
|
|
// openRuleList switches to the rule list, remembering where to return to.
|
|
func (m *Model) openRuleList() {
|
|
if m.view != viewRuleList {
|
|
m.ruleReturn = m.view
|
|
}
|
|
m.view = viewRuleList
|
|
m.confirm = confirmNone
|
|
if err := m.reloadRuleList(); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
|
|
// updateRuleList drives the rule list, including the delete confirmations.
|
|
func (m *Model) updateRuleList(msg tea.KeyMsg) (tea.Model, tea.Cmd) {
|
|
if m.confirm != confirmNone {
|
|
pending := m.confirm
|
|
m.confirm = confirmNone
|
|
if msg.String() != "y" {
|
|
m.status = "cancelled"
|
|
return m, nil
|
|
}
|
|
m.err = nil
|
|
switch pending {
|
|
case confirmDeleteRule:
|
|
if i := m.ruleListTable.Cursor(); i >= 0 && i < len(m.ruleUsage) {
|
|
if err := m.deleteRules([]int{i}); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
case confirmPruneRules:
|
|
if err := m.deleteRules(m.unusedRules()); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
switch msg.String() {
|
|
case "q", "ctrl+c":
|
|
return m, tea.Quit
|
|
case "esc":
|
|
m.view = m.ruleReturn
|
|
return m, nil
|
|
case "1":
|
|
m.view = viewAccounts
|
|
return m, nil
|
|
case "2":
|
|
m.view = viewTxns
|
|
return m, nil
|
|
case "3":
|
|
m.view = viewReport
|
|
return m, nil
|
|
case "4":
|
|
return m, m.openRuleBuilder()
|
|
|
|
case "d":
|
|
i := m.ruleListTable.Cursor()
|
|
rs := m.engine.Rules()
|
|
if i < 0 || i >= len(rs) {
|
|
return m, nil
|
|
}
|
|
m.confirm = confirmDeleteRule
|
|
m.status = fmt.Sprintf("delete rule %d (%s → %s), used by %d transactions? y/n",
|
|
i+1, rulePattern(rs[i]), rs[i].Tag, m.ruleUsage[i])
|
|
return m, nil
|
|
|
|
case "p":
|
|
unused := m.unusedRules()
|
|
if len(unused) == 0 {
|
|
m.status = "no unused rules to prune"
|
|
return m, nil
|
|
}
|
|
m.confirm = confirmPruneRules
|
|
m.status = fmt.Sprintf("delete all %d rules that match nothing? y/n", len(unused))
|
|
return m, nil
|
|
|
|
case "r":
|
|
m.err = m.reloadRuleList()
|
|
m.status = "counts refreshed"
|
|
return m, nil
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
m.ruleListTable, cmd = m.ruleListTable.Update(msg)
|
|
return m, cmd
|
|
}
|
|
|
|
// openRuleBuilder switches to the rule builder, remembering where to return to
|
|
// and seeding the account field from whatever account is being browsed.
|
|
func (m *Model) openRuleBuilder() tea.Cmd {
|
|
if m.view != viewRules {
|
|
m.ruleReturn = m.view
|
|
}
|
|
m.view = viewRules
|
|
if m.ruleAccount.Value() == "" && m.filter.AccountSlug != "" {
|
|
m.ruleAccount.SetValue(m.filter.AccountSlug)
|
|
}
|
|
m.setRuleFocus(0)
|
|
if err := m.reloadSuggestions(); err != nil {
|
|
m.err = err
|
|
}
|
|
if err := m.reloadUntagged(); err != nil {
|
|
m.err = err
|
|
}
|
|
return textinput.Blink
|
|
}
|
|
|
|
// ruleInputs lists the form fields in tab order.
|
|
func (m *Model) ruleInputs() []*textinput.Model {
|
|
return []*textinput.Model{&m.ruleGlob, &m.ruleAccount, &m.ruleTag, &m.ruleNote}
|
|
}
|
|
|
|
// setRuleFocus moves the cursor between the form fields, wrapping around.
|
|
func (m *Model) setRuleFocus(i int) {
|
|
inputs := m.ruleInputs()
|
|
n := len(inputs)
|
|
m.ruleFocus = ((i % n) + n) % n
|
|
for j, in := range inputs {
|
|
if j == m.ruleFocus {
|
|
in.Focus()
|
|
in.CursorEnd()
|
|
continue
|
|
}
|
|
in.Blur()
|
|
}
|
|
}
|
|
|
|
// selected returns the transaction under the cursor, if any.
|
|
func (m *Model) selected() (model.Transaction, bool) {
|
|
i := m.txnTable.Cursor()
|
|
if i < 0 || i >= len(m.txns) {
|
|
return model.Transaction{}, false
|
|
}
|
|
return m.txns[i], true
|
|
}
|
|
|
|
// importDoneMsg carries the outcome of a background import back to the model.
|
|
type importDoneMsg struct {
|
|
res importer.Result
|
|
err error
|
|
}
|
|
|
|
// importCmd runs the import off the event loop. Only values are captured, and
|
|
// the model is left untouched until the result comes back as a message.
|
|
func (m *Model) importCmd() tea.Cmd {
|
|
root, db, accounts, engine := m.root, m.db, m.accounts, m.engine
|
|
return func() tea.Msg {
|
|
res, err := importer.Run(root, db, accounts, engine, importer.Options{})
|
|
return importDoneMsg{res: res, err: err}
|
|
}
|
|
}
|
|
|
|
// Update implements tea.Model.
|
|
func (m *Model) Update(msg tea.Msg) (tea.Model, tea.Cmd) {
|
|
switch msg := msg.(type) {
|
|
case tea.WindowSizeMsg:
|
|
m.width, m.height = msg.Width, msg.Height
|
|
m.resize()
|
|
return m, nil
|
|
|
|
case spinner.TickMsg:
|
|
if !m.importing {
|
|
return m, nil // a stale tick from a finished import
|
|
}
|
|
var cmd tea.Cmd
|
|
m.spinner, cmd = m.spinner.Update(msg)
|
|
return m, cmd
|
|
|
|
case importDoneMsg:
|
|
return m.finishImport(msg)
|
|
|
|
case tea.KeyMsg:
|
|
if m.input != inputNone {
|
|
return m.updateInput(msg)
|
|
}
|
|
// The rule builder is a form: every printable key belongs to the
|
|
// focused input, so the global single-letter keymap cannot apply.
|
|
if m.view == viewRules {
|
|
return m.updateRules(msg)
|
|
}
|
|
if m.view == viewRuleList {
|
|
return m.updateRuleList(msg)
|
|
}
|
|
return m.updateNormal(msg)
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
// updateRules drives the rule builder form.
|
|
func (m *Model) updateRules(msg tea.KeyMsg) (tea.Model, tea.Cmd) {
|
|
switch msg.String() {
|
|
case "ctrl+c":
|
|
return m, tea.Quit
|
|
case "esc":
|
|
m.view = m.ruleReturn
|
|
return m, nil
|
|
case "tab":
|
|
// Tab is overloaded on purpose: with a completion on offer it takes
|
|
// it, and moving on is then one more tab. Without one it does what it
|
|
// always did and moves to the next field.
|
|
if m.acceptCompletion() {
|
|
m.refreshRulePreview()
|
|
return m, nil
|
|
}
|
|
m.setRuleFocus(m.ruleFocus + 1)
|
|
return m, nil
|
|
case "down":
|
|
m.setRuleFocus(m.ruleFocus + 1)
|
|
return m, nil
|
|
case "shift+tab", "up":
|
|
m.setRuleFocus(m.ruleFocus - 1)
|
|
return m, nil
|
|
case "right":
|
|
// At the end of the line → has nothing else to do, so it accepts the
|
|
// completion the way a shell does. Anywhere else it falls through and
|
|
// moves the cursor.
|
|
in := m.ruleInputs()[m.ruleFocus]
|
|
if in.Position() == len([]rune(in.Value())) && m.acceptCompletion() {
|
|
m.refreshRulePreview()
|
|
return m, nil
|
|
}
|
|
case "pgdown":
|
|
m.ruleTable.MoveDown(10)
|
|
return m, nil
|
|
case "pgup":
|
|
m.ruleTable.MoveUp(10)
|
|
return m, nil
|
|
case "enter":
|
|
m.err = nil
|
|
if err := m.saveRule(); err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
if err := m.reloadUntagged(); err != nil {
|
|
m.err = err
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
inputs := m.ruleInputs()
|
|
*inputs[m.ruleFocus], cmd = inputs[m.ruleFocus].Update(msg)
|
|
m.refreshRulePreview()
|
|
return m, cmd
|
|
}
|
|
|
|
func (m *Model) finishImport(msg importDoneMsg) (tea.Model, tea.Cmd) {
|
|
m.importing = false
|
|
if msg.err != nil {
|
|
m.err = msg.err
|
|
m.status = "import failed"
|
|
return m, nil
|
|
}
|
|
|
|
_, added, skipped := msg.res.Total()
|
|
m.status = fmt.Sprintf("imported: %d new, %d duplicate", added, skipped)
|
|
|
|
// A failed file and a warning are both worth surfacing, but the status
|
|
// line only has room for the first thing that went wrong.
|
|
if failures := msg.res.Errs(); len(failures) > 0 {
|
|
m.err = fmt.Errorf("%s: %w", failures[0].Path, failures[0].Err)
|
|
} else if warnings := firstWarning(msg.res); warnings != "" {
|
|
m.status += " · " + warnings
|
|
}
|
|
|
|
if err := m.reload(); err != nil {
|
|
m.err = err
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
func firstWarning(res importer.Result) string {
|
|
total := 0
|
|
first := ""
|
|
for _, f := range res.Files {
|
|
for _, w := range f.Warnings {
|
|
if first == "" {
|
|
first = fmt.Sprintf("%s: %s", f.Path, w)
|
|
}
|
|
total++
|
|
}
|
|
}
|
|
if total > 1 {
|
|
return fmt.Sprintf("%s (+%d more warnings)", first, total-1)
|
|
}
|
|
return first
|
|
}
|
|
|
|
func (m *Model) resize() {
|
|
h := m.height - 6 // title, status, help, padding
|
|
if h < 3 {
|
|
h = 3
|
|
}
|
|
m.accountTable.SetHeight(h)
|
|
m.txnTable.SetHeight(h)
|
|
m.reportTable.SetHeight(h)
|
|
m.ruleTable.SetHeight(h)
|
|
m.ruleListTable.SetHeight(h)
|
|
|
|
// The preview list gets whatever the form does not use.
|
|
if m.width > 0 {
|
|
cols := m.ruleTable.Columns()
|
|
desc := m.width - ruleFormWidth - cols[0].Width - cols[2].Width - 10
|
|
if desc < 20 {
|
|
desc = 20
|
|
}
|
|
cols[1].Width = desc
|
|
m.ruleTable.SetColumns(cols)
|
|
}
|
|
|
|
// The free-text columns come last and get whatever is left over.
|
|
m.stretchLastColumn(&m.txnTable, 20)
|
|
m.stretchLastColumn(&m.ruleListTable, 12)
|
|
}
|
|
|
|
// stretchLastColumn widens a table's final column to fill the window, down to
|
|
// a floor below which truncation is worse than letting the row overflow.
|
|
func (m *Model) stretchLastColumn(t *table.Model, min int) {
|
|
if m.width <= 0 {
|
|
return
|
|
}
|
|
cols := t.Columns()
|
|
fixed := 0
|
|
for _, c := range cols[:len(cols)-1] {
|
|
fixed += c.Width + 2
|
|
}
|
|
last := m.width - fixed - 4
|
|
if last < min {
|
|
last = min
|
|
}
|
|
cols[len(cols)-1].Width = last
|
|
t.SetColumns(cols)
|
|
}
|
|
|
|
// updateInput handles typing into the tag or search prompt.
|
|
func (m *Model) updateInput(msg tea.KeyMsg) (tea.Model, tea.Cmd) {
|
|
switch msg.Type {
|
|
case tea.KeyEsc:
|
|
m.input = inputNone
|
|
m.text.Blur()
|
|
m.text.SetValue("")
|
|
return m, nil
|
|
case tea.KeyEnter:
|
|
value := strings.TrimSpace(m.text.Value())
|
|
mode := m.input
|
|
m.input = inputNone
|
|
m.text.Blur()
|
|
m.text.SetValue("")
|
|
|
|
switch mode {
|
|
case inputSearch:
|
|
m.filter.Search = value
|
|
m.status = "search: " + value
|
|
if value == "" {
|
|
m.status = "search cleared"
|
|
}
|
|
}
|
|
m.err = m.reloadTxns()
|
|
return m, nil
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
m.text, cmd = m.text.Update(msg)
|
|
return m, cmd
|
|
}
|
|
|
|
// updateNormal handles the main keymap.
|
|
func (m *Model) updateNormal(msg tea.KeyMsg) (tea.Model, tea.Cmd) {
|
|
switch msg.String() {
|
|
case "q", "ctrl+c":
|
|
return m, tea.Quit
|
|
|
|
case "1":
|
|
m.view = viewAccounts
|
|
return m, nil
|
|
case "2":
|
|
m.view = viewTxns
|
|
return m, nil
|
|
case "3":
|
|
m.view = viewReport
|
|
return m, nil
|
|
case "4":
|
|
return m, m.openRuleBuilder()
|
|
case "5":
|
|
m.openRuleList()
|
|
return m, nil
|
|
case "tab":
|
|
m.view = (m.view + 1) % viewCount
|
|
switch m.view {
|
|
case viewRules:
|
|
return m, m.openRuleBuilder()
|
|
case viewRuleList:
|
|
m.openRuleList()
|
|
}
|
|
return m, nil
|
|
|
|
case "enter":
|
|
// From the account list, drill into that account's transactions.
|
|
if m.view == viewAccounts {
|
|
accounts, err := m.db.Accounts()
|
|
if err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
i := m.accountTable.Cursor()
|
|
if i >= 0 && i < len(accounts) {
|
|
m.filter.AccountSlug = accounts[i].Slug
|
|
m.status = "account: " + accounts[i].Slug
|
|
m.view = viewTxns
|
|
m.err = m.reloadTxns()
|
|
}
|
|
}
|
|
return m, nil
|
|
|
|
case "a":
|
|
m.filter.AccountSlug = ""
|
|
m.status = "all accounts"
|
|
m.err = m.reloadTxns()
|
|
return m, nil
|
|
|
|
case "u":
|
|
m.onlyUntagged = !m.onlyUntagged
|
|
if m.onlyUntagged {
|
|
m.status = "showing untagged only"
|
|
m.view = viewTxns
|
|
} else {
|
|
m.status = "showing all transactions"
|
|
}
|
|
m.err = m.reloadTxns()
|
|
return m, nil
|
|
|
|
case "/":
|
|
m.view = viewTxns
|
|
m.input = inputSearch
|
|
m.text.SetValue(m.filter.Search)
|
|
m.text.CursorEnd()
|
|
m.text.Focus()
|
|
return m, nil
|
|
|
|
case "r":
|
|
if m.importing {
|
|
m.status = "import in progress…"
|
|
return m, nil
|
|
}
|
|
n, err := m.engine.Retag(m.db)
|
|
if err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
m.status = fmt.Sprintf("rules re-applied, %d rows changed", n)
|
|
m.err = m.reload()
|
|
return m, nil
|
|
|
|
case "i":
|
|
if m.importing {
|
|
return m, nil // already running; ignore the repeat press
|
|
}
|
|
m.importing = true
|
|
m.err = nil
|
|
m.status = ""
|
|
return m, tea.Batch(m.spinner.Tick, m.importCmd())
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
switch m.view {
|
|
case viewAccounts:
|
|
m.accountTable, cmd = m.accountTable.Update(msg)
|
|
case viewTxns:
|
|
m.txnTable, cmd = m.txnTable.Update(msg)
|
|
case viewReport:
|
|
m.reportTable, cmd = m.reportTable.Update(msg)
|
|
}
|
|
return m, cmd
|
|
}
|
|
|
|
// View implements tea.Model.
|
|
func (m *Model) View() string {
|
|
var b strings.Builder
|
|
|
|
b.WriteString(titleStyle.Render(m.title()))
|
|
b.WriteString("\n")
|
|
|
|
// An empty table is just a bare header, which says nothing about why it is
|
|
// empty or what to do next.
|
|
if empty := m.emptyMessage(); empty != "" {
|
|
b.WriteString(emptyStyle.Render(empty))
|
|
} else {
|
|
switch m.view {
|
|
case viewAccounts:
|
|
b.WriteString(m.accountTable.View())
|
|
case viewTxns:
|
|
b.WriteString(m.txnTable.View())
|
|
case viewReport:
|
|
b.WriteString(m.reportTable.View())
|
|
case viewRules:
|
|
b.WriteString(m.rulesView())
|
|
case viewRuleList:
|
|
b.WriteString(m.ruleListTable.View())
|
|
}
|
|
}
|
|
b.WriteString("\n")
|
|
|
|
switch {
|
|
case m.importing:
|
|
b.WriteString(statusStyle.Render(m.spinner.View() + m.importingLabel()))
|
|
case m.input == inputSearch:
|
|
b.WriteString(statusStyle.Render("search: ") + m.text.View())
|
|
case m.err != nil:
|
|
b.WriteString(errStyle.Render("error: " + m.err.Error()))
|
|
default:
|
|
b.WriteString(statusStyle.Render(m.status))
|
|
}
|
|
b.WriteString("\n")
|
|
// Wrap the key list rather than letting the terminal cut it off: the keys
|
|
// at the end are as important as the ones at the start, and "q quit" was
|
|
// the first casualty on a narrow window.
|
|
help := helpStyle
|
|
if m.width > 0 {
|
|
help = help.Width(m.width)
|
|
}
|
|
b.WriteString(help.Render(m.help()))
|
|
return b.String()
|
|
}
|
|
|
|
// rulesView puts the form on the left and the live preview on the right.
|
|
func (m *Model) rulesView() string {
|
|
return lipgloss.JoinHorizontal(lipgloss.Top, m.ruleFormView(), m.ruleTable.View())
|
|
}
|
|
|
|
func (m *Model) ruleFormView() string {
|
|
// Spaced out, the four fields come to 25 lines, which is more than a short
|
|
// window has left once the same allowance the tables get is taken off.
|
|
// Give up the blank lines between fields first (21 lines) and the hints on
|
|
// unfocused fields second (18), rather than letting the last field run off
|
|
// the bottom. Below that the box borders are the floor.
|
|
room := m.height - 6
|
|
spaced := m.height <= 0 || room >= 25
|
|
hints := m.height <= 0 || room >= 21
|
|
|
|
field := func(i int, label, help string) string {
|
|
name := labelStyle.Render(" " + label)
|
|
box := boxStyle.Render(m.ruleInputs()[i].View())
|
|
if i == m.ruleFocus {
|
|
name = focusedLabelStyle.Render("▸ " + label)
|
|
box = focusedBoxStyle.Render(m.ruleInputs()[i].View())
|
|
}
|
|
out := name + "\n" + box + "\n"
|
|
if hints || i == m.ruleFocus {
|
|
out += hintStyle.Render(help) + "\n"
|
|
}
|
|
if spaced {
|
|
out += "\n"
|
|
}
|
|
return out
|
|
}
|
|
|
|
var b strings.Builder
|
|
b.WriteString(field(0, "glob", "vs. the description"))
|
|
b.WriteString(field(1, "account", m.completionHint(1, "blank = all accounts")))
|
|
b.WriteString(field(2, "tag", m.completionHint(2, "applied to matches")))
|
|
b.WriteString(field(3, "note", "why this rule exists"))
|
|
|
|
// The count is the whole point of the preview: it says what the rule will
|
|
// do before it is written to disk.
|
|
summary := fmt.Sprintf("%d of %d descriptions match", m.ruleMatches, len(m.ruleTable.Rows()))
|
|
if strings.TrimSpace(m.ruleGlob.Value()) == "" {
|
|
summary = fmt.Sprintf("%d untagged descriptions", len(m.ruleTable.Rows()))
|
|
}
|
|
b.WriteString(matchCountStyle.Render(summary))
|
|
|
|
return ruleFormStyle.Render(b.String())
|
|
}
|
|
|
|
// completionHint names the key that accepts the ghosted completion, replacing
|
|
// the field's usual hint while one is on offer. The hint sits directly under
|
|
// the box the ghost text appears in, which is where the question is asked.
|
|
func (m *Model) completionHint(i int, fallback string) string {
|
|
if i != m.ruleFocus {
|
|
return fallback
|
|
}
|
|
in := m.ruleInputs()[i]
|
|
if pendingCompletion(in) == "" {
|
|
return fallback
|
|
}
|
|
if n := len(in.MatchedSuggestions()); n > 1 {
|
|
return fmt.Sprintf("tab completes · ctrl+n: %d more", n-1)
|
|
}
|
|
return "tab completes"
|
|
}
|
|
|
|
// emptyMessage explains an empty view and names the key that fixes it, or
|
|
// returns "" when there is something to show.
|
|
func (m *Model) emptyMessage() string {
|
|
switch m.view {
|
|
case viewAccounts:
|
|
if len(m.accountTable.Rows()) > 0 {
|
|
return ""
|
|
}
|
|
// An account.toml on disk is not enough: folders are only registered
|
|
// in the index by an import, so say that rather than showing nothing.
|
|
if n := len(m.accounts); n > 0 {
|
|
return fmt.Sprintf(
|
|
"No accounts imported yet.\n\n"+
|
|
"%d account folder(s) configured in %s.\n"+
|
|
"Press i to import their statements (same as running `money import`).",
|
|
n, m.root)
|
|
}
|
|
return fmt.Sprintf(
|
|
"No account folders found in %s.\n\n"+
|
|
"An account is a folder containing an account.toml.\n"+
|
|
"Create one, drop statements in, then press i to import.",
|
|
m.root)
|
|
|
|
case viewTxns:
|
|
if len(m.txns) > 0 {
|
|
return ""
|
|
}
|
|
switch {
|
|
case m.filter.Search != "":
|
|
return fmt.Sprintf("No transactions match /%s.\n\nPress / to change the search.", m.filter.Search)
|
|
case m.onlyUntagged:
|
|
return "Nothing untagged.\n\nEvery transaction here has a tag. Press u to see them all."
|
|
case m.filter.AccountSlug != "":
|
|
return fmt.Sprintf(
|
|
"No transactions in %s.\n\nPress i to import, or a to see every account.",
|
|
m.filter.AccountSlug)
|
|
}
|
|
return "No transactions yet.\n\nPress i to import (same as running `money import`)."
|
|
|
|
case viewReport:
|
|
if len(m.reportTable.Rows()) > 0 {
|
|
return ""
|
|
}
|
|
return "Nothing to report yet.\n\nPress i to import some statements first."
|
|
|
|
case viewRuleList:
|
|
if len(m.ruleListTable.Rows()) > 0 {
|
|
return ""
|
|
}
|
|
return "No rules yet.\n\nPress 4 to build one, or write rules.toml by hand."
|
|
}
|
|
return ""
|
|
}
|
|
|
|
func (m *Model) title() string {
|
|
scope := "all accounts"
|
|
if m.filter.AccountSlug != "" {
|
|
scope = m.filter.AccountSlug
|
|
}
|
|
if m.onlyUntagged {
|
|
scope += " · untagged"
|
|
}
|
|
if m.filter.Search != "" {
|
|
scope += " · /" + m.filter.Search
|
|
}
|
|
|
|
switch m.view {
|
|
case viewAccounts:
|
|
return "money · accounts"
|
|
case viewRules:
|
|
return "money · rule builder · writes to rules.toml"
|
|
case viewRuleList:
|
|
unused := len(m.unusedRules())
|
|
if unused == 0 {
|
|
return fmt.Sprintf("money · rules · %d rules, all in use", len(m.engine.Rules()))
|
|
}
|
|
return fmt.Sprintf("money · rules · %d rules · %d match nothing", len(m.engine.Rules()), unused)
|
|
case viewReport:
|
|
return "money · report · " + scope
|
|
default:
|
|
return fmt.Sprintf("money · transactions · %s · %d rows", scope, len(m.txns))
|
|
}
|
|
}
|
|
|
|
// importingLabel names what the import is working through, since extracting
|
|
// text from PDFs is where the wait actually comes from.
|
|
func (m *Model) importingLabel() string {
|
|
if n := len(m.accounts); n > 0 {
|
|
return fmt.Sprintf("importing %d account(s)… parsing statements can take a while for PDFs", n)
|
|
}
|
|
return "importing…"
|
|
}
|
|
|
|
func (m *Model) help() string {
|
|
if m.importing {
|
|
return "importing… · q quit"
|
|
}
|
|
if m.input != inputNone {
|
|
return "enter confirm · esc cancel"
|
|
}
|
|
switch m.view {
|
|
case viewAccounts:
|
|
return "enter open · 2 transactions · 3 report · 4 new rule · 5 rules · i import · r retag · q quit"
|
|
case viewRules:
|
|
return "tab complete/next field · ↑↓ field · ctrl+n/p other completions · pgup/pgdn scroll list · enter save rule · esc back · ctrl+c quit"
|
|
case viewRuleList:
|
|
if m.confirm != confirmNone {
|
|
return "y confirm · any other key cancels"
|
|
}
|
|
return "d delete rule · p prune all unused · r refresh counts · 4 new rule · 1 accounts · esc back · q quit"
|
|
case viewReport:
|
|
return "1 accounts · 2 transactions · 4 new rule · 5 rules · u untagged · a all accounts · q quit"
|
|
default:
|
|
return "4 new rule · / search · u untagged · a all · i import · r retag · 5 rules · q quit"
|
|
}
|
|
}
|