The boolean transfer flag went two commits ago because a one-sided verdict let half a movement vanish and left the report unbalanced. This is what replaces it: a [[transfer]] block names both legs, and only a matched pair is dropped from the report -- both legs together, never one. Legs pair within five days, nearest date first, and a transaction belongs to at most one transfer, so the first definition to claim a leg keeps it, exactly as the first matching rule keeps a tag. The pairing is derived state like the tags: Engine.Link rewrites the whole transfers table from rules.toml, which is why retag re-derives both halves of what that file decides, and why it runs over the whole index rather than a filtered view -- pairing inside one would let a movement count as a transfer in one report and not in another. An unmatched leg is not a transfer and keeps counting, surfaced as a warning instead. Within one currency the amount is the evidence and must be the exact opposite. Across currencies it is not checked at all: there are no rates here, so the two numbers are unrelated and the dates carry the pairing alone. tolerance_pct is the one exception, per definition, for a route where the bank takes a fee and the two statements genuinely disagree. It defaults to zero and belongs on the one definition that charges; a global or default tolerance would loosen every route that does not. The difference it admits is not forgiven -- the pair leaves the report entirely, so a fee hidden inside one would be spending that appears nowhere. Pair.Fee is what left less what arrived, and report.Excluded carries it out per currency alongside the legs. It counts only pairs whose legs are both in view, for the same reason it counts legs and not transfers: half a pair cannot say what the other half received. The screens: - 6 builds a definition against the index as you type, showing the pairs it would form and the legs it would catch but leave unpaired. Six fields need more room than the rule builder's four, so the form sheds its spacing, then its hints, then the borders on unfocused fields. - 7 lists every definition with what it pairs. Two counts, because they mean different things: an unpaired leg is a definition doing something and not finishing it, no pairs at all is dead weight. Tol names the tolerance, blank where amounts must agree. - 3 grows a (transfers) row under TOTAL, and a fees row beneath it, or the report silently disagrees with the account balances. Two things that are not part of transfers but are the same day's work: - ls --uniq lists each account and description once, normalised the way a glob sees them, which is the shape of "what still needs a rule?" -- fifty visits to one shop are one pattern to write, not fifty rows to read. - The rule builder's preview now filters to what the glob matches instead of marking matches in a full list. The count carries the context the rows no longer can: 2 of 7, measured against everything still in view. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2042 lines
58 KiB
Go
2042 lines
58 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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"strconv"
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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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"git.petrovv.com/nikola/money/internal/transfers"
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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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viewTransfers
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viewTransferList
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viewCount = 7
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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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confirmDeleteTransfer
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confirmPruneTransfers
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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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links *transfers.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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// ruleCandidates is how many were in view before the glob filtered them,
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// which the count needs: the preview now shows only matches, so the rows on
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// screen can no longer say what they were chosen out of.
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ruleCandidates int
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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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// Transfer builder: the two sides of a movement on the left, and on the
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// right the pairs it would form out of what is already imported, together
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// with the legs it would catch but leave unpaired.
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transferFrom textinput.Model
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transferFromDesc textinput.Model
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transferTo textinput.Model
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transferToDesc textinput.Model
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transferTolerance textinput.Model
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transferNote textinput.Model
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transferFocus int
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transferTable table.Model
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transferReturn view
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// allTxns is every transaction in the index, held so the preview can pair
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// across accounts without going back to the database on each keystroke.
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allTxns []model.Transaction
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previewPairs int
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previewUnmatched int
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// previewFees is what the draft's pairs would lose to fees. Every leaving
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// leg is on one account, so there is a single currency to render it in.
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previewFees int64
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previewFeeDigits int
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// Transfer list: every definition with what it currently pairs.
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transferListTable table.Model
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transferResult transfers.Result
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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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// flatBoxStyle is the same field with its border dropped, for a form too
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// tall for the terminal. The padding puts the value in the same column the
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// border's own padding would, so the fields still line up beside a boxed one.
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flatBoxStyle = lipgloss.NewStyle().PaddingLeft(2).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,
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links *transfers.Engine) error {
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m := New(root, db, accounts, engine, links)
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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,
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links *transfers.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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links: links,
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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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transferFrom: completing(newInput("nlb")),
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transferFromDesc: newInput("*TO REVOLUT*"),
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transferTo: completing(newInput("revolut")),
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transferToDesc: newInput("*FROM NLB*"),
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transferTolerance: newInput("0"),
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transferNote: newInput("optional"),
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transferTable: newTable([]table.Column{
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{Title: " ", Width: 1},
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{Title: "Date", Width: 10},
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// Wide enough for both sides of an exchange, e.g. "500.00 → 977.90".
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{Title: "Amount", Width: 20},
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{Title: "Movement", Width: 22},
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{Title: "Description", Width: 30},
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}),
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transferListTable: newTable([]table.Column{
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{Title: "#", Width: 3},
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{Title: " ", Width: 1},
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{Title: "From", Width: 26},
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{Title: "To", Width: 26},
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{Title: "Pairs", Width: 6},
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{Title: "Unpaired", Width: 9},
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{Title: "Tol", Width: 6},
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{Title: "Note", Width: 20},
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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.DisplayTag(), 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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// The two rows the report grows below TOTAL. They are bracketed like
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// report.Untagged and model.TransferTag because they are the same kind of
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// thing: a label the tool supplies for something no rule named. Neither is a
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// tag, and neither can be matched or completed against.
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const (
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transfersRow = "(transfers)"
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feesRow = " ⤷ fees"
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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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// Below the total, what ByTag held out — otherwise the report quietly
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// disagrees with the account balances by the amount moved between accounts,
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// and by any fee a tolerant definition swallowed along with it.
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for _, x := range report.Excluded(txns) {
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out = append(out, table.Row{
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transfersRow, x.Currency,
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model.FormatMinor(x.Out, x.Digits),
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model.FormatMinor(x.In, x.Digits),
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model.FormatMinor(x.In-x.Out, x.Digits),
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fmt.Sprintf("%d", x.Legs),
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})
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if x.Fee != 0 {
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out = append(out, table.Row{
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feesRow, x.Currency,
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model.FormatMinor(x.Fee, x.Digits), "",
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model.FormatMinor(-x.Fee, x.Digits),
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fmt.Sprintf("%d", x.Pairs),
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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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|
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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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|
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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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}
|
|
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
|
|
}
|
|
|
|
// refreshRulePreview re-filters the preview against whatever is typed right
|
|
// now. It runs on every keystroke, so the glob is checked against descriptions
|
|
// only, never against the database.
|
|
//
|
|
// Once a glob is typed the list is exactly what the rule would claim: the
|
|
// non-matching rows go, rather than staying on as unmarked context. With the
|
|
// glob still empty there is nothing to filter by, so the list is everything
|
|
// still waiting for a rule — which is the other question this screen answers.
|
|
// Either way the count beside the form is measured against everything in view,
|
|
// so a glob that has narrowed the list to three of forty still says so.
|
|
func (m *Model) refreshRulePreview() {
|
|
var (
|
|
pattern = strings.TrimSpace(m.ruleGlob.Value())
|
|
account = strings.TrimSpace(m.ruleAccount.Value())
|
|
rows = make([]table.Row, 0, len(m.untagged))
|
|
)
|
|
m.ruleMatches, m.ruleCandidates = 0, 0
|
|
|
|
for _, g := range m.untagged {
|
|
// An account filter narrows the preview the same way the saved rule
|
|
// will narrow its matching.
|
|
if account != "" && !g.Accounts[account] {
|
|
continue
|
|
}
|
|
m.ruleCandidates++
|
|
|
|
marker := " "
|
|
if pattern != "" {
|
|
if !glob.Match(pattern, model.NormalizeDescription(g.Description)) {
|
|
continue
|
|
}
|
|
marker = "▸"
|
|
m.ruleMatches++
|
|
}
|
|
rows = append(rows, table.Row{marker, g.Description, fmt.Sprintf("%d", g.Count)})
|
|
}
|
|
|
|
cursor := m.ruleTable.Cursor()
|
|
m.ruleTable.SetRows(rows)
|
|
if cursor >= len(rows) {
|
|
cursor = len(rows) - 1
|
|
}
|
|
if cursor < 0 {
|
|
cursor = 0
|
|
}
|
|
m.ruleTable.SetCursor(cursor)
|
|
}
|
|
|
|
// saveRule appends the composed rule to rules.toml, reloads the engine and
|
|
// retags, so the effect is visible immediately.
|
|
func (m *Model) saveRule() error {
|
|
r := config.Rule{
|
|
Match: strings.TrimSpace(m.ruleGlob.Value()),
|
|
Account: strings.TrimSpace(m.ruleAccount.Value()),
|
|
Tag: strings.TrimSpace(m.ruleTag.Value()),
|
|
Note: strings.TrimSpace(m.ruleNote.Value()),
|
|
}
|
|
if r.Match == "" {
|
|
return fmt.Errorf("enter a glob first, e.g. *LIDL*")
|
|
}
|
|
if r.Tag == "" {
|
|
return fmt.Errorf("enter a tag to apply")
|
|
}
|
|
if r.Account != "" && !m.knownAccount(r.Account) {
|
|
return fmt.Errorf("no account called %q; leave it blank to apply to every account", r.Account)
|
|
}
|
|
|
|
if err := config.AppendRule(m.root, r); err != nil {
|
|
return err
|
|
}
|
|
if err := m.reloadConfig(); err != nil {
|
|
return fmt.Errorf("rule saved, but re-reading rules.toml failed: %w", err)
|
|
}
|
|
|
|
n, err := m.engine.Retag(m.db)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
|
|
m.status = fmt.Sprintf("saved rule %s → %s, %d transactions retagged", r.Match, r.Tag, n)
|
|
m.ruleGlob.SetValue("")
|
|
m.ruleTag.SetValue("")
|
|
m.ruleNote.SetValue("")
|
|
m.setRuleFocus(0)
|
|
if err := m.reloadSuggestions(); err != nil {
|
|
return err
|
|
}
|
|
return m.reload()
|
|
}
|
|
|
|
// reloadConfig re-reads rules.toml and rebuilds both engines from it, rather
|
|
// than patching the in-memory ones, so what runs is exactly what is now on
|
|
// disk. Both are rebuilt together because both come out of the same file.
|
|
func (m *Model) reloadConfig() error {
|
|
loaded, err := config.LoadRules(m.root)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.engine = rules.New(loaded)
|
|
m.links = transfers.New(loaded)
|
|
return nil
|
|
}
|
|
|
|
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 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 acceptCompletion(in *textinput.Model) bool {
|
|
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
|
|
}
|
|
if err := m.reloadConfig(); err != nil {
|
|
return fmt.Errorf("rules deleted, but re-reading rules.toml failed: %w", err)
|
|
}
|
|
|
|
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 "6":
|
|
return m, m.openTransferBuilder()
|
|
case "7":
|
|
m.openTransferList()
|
|
return m, nil
|
|
|
|
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) { m.ruleFocus = focusField(m.ruleInputs(), i) }
|
|
|
|
// focusField gives the cursor to one field of a form and takes it from the
|
|
// rest, wrapping the index so tabbing past either end comes back round.
|
|
func focusField(inputs []*textinput.Model, i int) int {
|
|
n := len(inputs)
|
|
focus := ((i % n) + n) % n
|
|
for j, in := range inputs {
|
|
if j == focus {
|
|
in.Focus()
|
|
in.CursorEnd()
|
|
continue
|
|
}
|
|
in.Blur()
|
|
}
|
|
return focus
|
|
}
|
|
|
|
// openTransferBuilder switches to the transfer builder, remembering where to
|
|
// return to and loading the transactions the preview pairs against.
|
|
func (m *Model) openTransferBuilder() tea.Cmd {
|
|
if m.view != viewTransfers {
|
|
m.transferReturn = m.view
|
|
}
|
|
m.view = viewTransfers
|
|
m.setTransferFocus(0)
|
|
|
|
slugs := m.accountSlugs()
|
|
m.transferFrom.SetSuggestions(slugs)
|
|
m.transferTo.SetSuggestions(slugs)
|
|
|
|
// The preview pairs across accounts, so it needs everything, not the
|
|
// filtered view the transaction list is showing.
|
|
txns, err := m.db.Transactions(store.Filter{})
|
|
if err != nil {
|
|
m.err = err
|
|
}
|
|
m.allTxns = txns
|
|
m.refreshTransferPreview()
|
|
return textinput.Blink
|
|
}
|
|
|
|
// transferInputs lists the form fields in tab order: the two sides in the
|
|
// order the money travels, then the tolerance and the note.
|
|
func (m *Model) transferInputs() []*textinput.Model {
|
|
return []*textinput.Model{
|
|
&m.transferFrom, &m.transferFromDesc,
|
|
&m.transferTo, &m.transferToDesc,
|
|
&m.transferTolerance, &m.transferNote,
|
|
}
|
|
}
|
|
|
|
// setTransferFocus moves the cursor between the form fields, wrapping around.
|
|
func (m *Model) setTransferFocus(i int) {
|
|
m.transferFocus = focusField(m.transferInputs(), i)
|
|
}
|
|
|
|
// draftTransfer is the definition the form currently describes. A tolerance
|
|
// that does not parse yet previews as none at all — the field is retyped a
|
|
// character at a time, and "1." must not stop the preview from updating.
|
|
// saveTransfer is where a bad value is refused.
|
|
func (m *Model) draftTransfer() config.Transfer {
|
|
pct, _ := m.draftTolerance()
|
|
return config.Transfer{
|
|
FromAccount: strings.TrimSpace(m.transferFrom.Value()),
|
|
FromDesc: strings.TrimSpace(m.transferFromDesc.Value()),
|
|
ToAccount: strings.TrimSpace(m.transferTo.Value()),
|
|
ToDesc: strings.TrimSpace(m.transferToDesc.Value()),
|
|
TolerancePct: pct,
|
|
Note: strings.TrimSpace(m.transferNote.Value()),
|
|
}
|
|
}
|
|
|
|
// draftTolerance reads the tolerance field. Empty means none, which is what a
|
|
// definition without the key means too.
|
|
func (m *Model) draftTolerance() (float64, error) {
|
|
s := strings.TrimSpace(strings.TrimSuffix(strings.TrimSpace(m.transferTolerance.Value()), "%"))
|
|
if s == "" {
|
|
return 0, nil
|
|
}
|
|
pct, err := strconv.ParseFloat(s, 64)
|
|
if err != nil {
|
|
return 0, fmt.Errorf("tolerance %q is not a number", s)
|
|
}
|
|
return pct, nil
|
|
}
|
|
|
|
// refreshTransferPreview re-pairs against whatever is typed right now.
|
|
//
|
|
// The draft is analysed *after* the definitions already on disk, exactly where
|
|
// saving would put it, so the preview cannot promise pairs that an existing
|
|
// definition would claim first. A half-written definition still previews: the
|
|
// side that is filled in shows its legs as unpaired, which is the fastest way
|
|
// to see that a glob is wrong.
|
|
func (m *Model) refreshTransferPreview() {
|
|
draft := m.draftTransfer()
|
|
defs := append(append([]config.Transfer(nil), m.links.Transfers()...), draft)
|
|
res := transfers.New(&config.Rules{Transfer: defs}).Analyze(m.allTxns)
|
|
mine := len(defs) - 1
|
|
|
|
type entry struct {
|
|
date string
|
|
row table.Row
|
|
}
|
|
var entries []entry
|
|
m.previewFees, m.previewFeeDigits = 0, 0
|
|
for _, p := range res.Pairs {
|
|
if p.Def != mine {
|
|
continue
|
|
}
|
|
m.previewFees += p.Fee()
|
|
m.previewFeeDigits = p.Out.MinorDigits
|
|
// Whenever the two legs disagree, both numbers are worth seeing: across
|
|
// currencies they are the only place the rate the bank used shows up,
|
|
// and within one they are the fee a tolerance let through, which is
|
|
// exactly the thing to eyeball before saving the definition.
|
|
amount := model.FormatMinor(-p.Out.AmountMinor, p.Out.MinorDigits)
|
|
if p.In.Currency != p.Out.Currency || p.Fee() != 0 {
|
|
amount += " → " + model.FormatMinor(p.In.AmountMinor, p.In.MinorDigits)
|
|
}
|
|
entries = append(entries, entry{p.Out.Date, table.Row{
|
|
"▸", p.Out.Date, amount,
|
|
p.Out.AccountSlug + " → " + p.In.AccountSlug, p.Out.Description,
|
|
}})
|
|
}
|
|
for _, l := range res.Unmatched {
|
|
if l.Def != mine {
|
|
continue
|
|
}
|
|
amount, movement := l.Txn.AmountMinor, "? → "+l.Txn.AccountSlug
|
|
if l.Out {
|
|
amount, movement = -amount, l.Txn.AccountSlug+" → ?"
|
|
}
|
|
entries = append(entries, entry{l.Txn.Date, table.Row{
|
|
"⚠", l.Txn.Date, model.FormatMinor(amount, l.Txn.MinorDigits),
|
|
movement, l.Txn.Description,
|
|
}})
|
|
}
|
|
// Newest first, like the transaction list: the movement worth checking is
|
|
// usually the one that just came in.
|
|
sort.SliceStable(entries, func(i, j int) bool { return entries[i].date > entries[j].date })
|
|
|
|
rows := make([]table.Row, 0, len(entries))
|
|
for _, e := range entries {
|
|
rows = append(rows, e.row)
|
|
}
|
|
m.previewPairs = res.Paired[mine]
|
|
m.previewUnmatched = res.Orphaned[mine]
|
|
|
|
cursor := m.transferTable.Cursor()
|
|
m.transferTable.SetRows(rows)
|
|
if cursor >= len(rows) {
|
|
cursor = len(rows) - 1
|
|
}
|
|
if cursor < 0 {
|
|
cursor = 0
|
|
}
|
|
m.transferTable.SetCursor(cursor)
|
|
}
|
|
|
|
// saveTransfer appends the composed definition to rules.toml, re-pairs, and
|
|
// leaves the two account fields filled in, since the next transfer written is
|
|
// usually the same route in the other direction.
|
|
func (m *Model) saveTransfer() error {
|
|
t := m.draftTransfer()
|
|
switch {
|
|
case t.FromAccount == "":
|
|
return fmt.Errorf("name the account the money leaves")
|
|
case t.FromDesc == "":
|
|
return fmt.Errorf("enter a glob for the leaving leg, e.g. *TO REVOLUT*")
|
|
case t.ToAccount == "":
|
|
return fmt.Errorf("name the account the money arrives in")
|
|
case t.ToDesc == "":
|
|
return fmt.Errorf("enter a glob for the arriving leg, e.g. *FROM NLB*")
|
|
}
|
|
for _, slug := range []string{t.FromAccount, t.ToAccount} {
|
|
if !m.knownAccount(slug) {
|
|
return fmt.Errorf("no account called %q", slug)
|
|
}
|
|
}
|
|
// draftTransfer swallowed this so the preview could keep up with typing;
|
|
// saving is where a value that never became a number has to be refused,
|
|
// rather than written out as a silent 0.
|
|
if _, err := m.draftTolerance(); err != nil {
|
|
return err
|
|
}
|
|
|
|
if err := config.AppendTransfer(m.root, t); err != nil {
|
|
return err
|
|
}
|
|
if err := m.reloadConfig(); err != nil {
|
|
return fmt.Errorf("transfer saved, but re-reading rules.toml failed: %w", err)
|
|
}
|
|
|
|
paired, unpaired, err := m.links.Link(m.db)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.status = fmt.Sprintf("saved transfer %s → %s, %d matched, %d leg(s) unpaired",
|
|
t.FromAccount, t.ToAccount, paired, unpaired)
|
|
|
|
m.transferFromDesc.SetValue("")
|
|
m.transferToDesc.SetValue("")
|
|
// Cleared with the globs rather than kept with the accounts: a tolerance
|
|
// carried silently into the next definition would loosen a route that never
|
|
// asked for one, and the reverse direction rarely charges the same fee.
|
|
m.transferTolerance.SetValue("")
|
|
m.transferNote.SetValue("")
|
|
// The accounts are kept, so land on the first field that was cleared.
|
|
m.setTransferFocus(1)
|
|
|
|
if err := m.reload(); err != nil {
|
|
return err
|
|
}
|
|
txns, err := m.db.Transactions(store.Filter{})
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.allTxns = txns
|
|
m.refreshTransferPreview()
|
|
return nil
|
|
}
|
|
|
|
// openTransferList switches to the transfer list, remembering where to return.
|
|
func (m *Model) openTransferList() {
|
|
if m.view != viewTransferList {
|
|
m.transferReturn = m.view
|
|
}
|
|
m.view = viewTransferList
|
|
m.confirm = confirmNone
|
|
if err := m.reloadTransferList(); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
|
|
// reloadTransferList recomputes what every definition currently pairs.
|
|
//
|
|
// Two counts are shown because they mean different things: a definition with
|
|
// no pairs and no legs matches nothing at all and can go, while one with
|
|
// unpaired legs is catching money leaving that never arrives — a wrong glob on
|
|
// the other side, a statement not imported yet, or a movement that genuinely
|
|
// went missing.
|
|
func (m *Model) reloadTransferList() error {
|
|
txns, err := m.db.Transactions(store.Filter{})
|
|
if err != nil {
|
|
return err
|
|
}
|
|
defs := m.links.Transfers()
|
|
m.transferResult = m.links.Analyze(txns)
|
|
|
|
rows := make([]table.Row, 0, len(defs))
|
|
for i, t := range defs {
|
|
marker := " "
|
|
switch {
|
|
case m.transferResult.Orphaned[i] > 0:
|
|
marker = "⚠"
|
|
case m.transferResult.Paired[i] == 0:
|
|
marker = "✗"
|
|
}
|
|
rows = append(rows, table.Row{
|
|
fmt.Sprintf("%d", i+1), marker,
|
|
t.FromAccount + " " + t.FromDesc,
|
|
t.ToAccount + " " + t.ToDesc,
|
|
fmt.Sprintf("%d", m.transferResult.Paired[i]),
|
|
fmt.Sprintf("%d", m.transferResult.Orphaned[i]),
|
|
formatTolerance(t.TolerancePct),
|
|
t.Note,
|
|
})
|
|
}
|
|
|
|
cursor := m.transferListTable.Cursor()
|
|
m.transferListTable.SetRows(rows)
|
|
if cursor >= len(rows) {
|
|
cursor = len(rows) - 1
|
|
}
|
|
if cursor < 0 {
|
|
cursor = 0
|
|
}
|
|
m.transferListTable.SetCursor(cursor)
|
|
return nil
|
|
}
|
|
|
|
// formatTolerance renders a definition's tolerance for the list. The default
|
|
// is blank rather than "0%": every definition has it, so printing it down the
|
|
// whole column would bury the one or two rows where the amounts are actually
|
|
// allowed to disagree.
|
|
func formatTolerance(pct float64) string {
|
|
if pct == 0 {
|
|
return ""
|
|
}
|
|
return strconv.FormatFloat(pct, 'f', -1, 64) + "%"
|
|
}
|
|
|
|
// unusedTransfers lists the positions of every definition that catches nothing
|
|
// at all. A definition with unpaired legs is deliberately not in here: it is
|
|
// doing something, just not completing it, and deleting it would hide the
|
|
// problem instead of fixing it.
|
|
func (m *Model) unusedTransfers() []int {
|
|
var out []int
|
|
for i, n := range m.transferResult.Paired {
|
|
if n == 0 && m.transferResult.Orphaned[i] == 0 {
|
|
out = append(out, i)
|
|
}
|
|
}
|
|
return out
|
|
}
|
|
|
|
// unpairedLegs counts the legs no definition could complete.
|
|
func (m *Model) unpairedLegs() int { return len(m.transferResult.Unmatched) }
|
|
|
|
// deleteTransfers removes definitions from rules.toml, then re-pairs so the
|
|
// counts on screen reflect the new file.
|
|
func (m *Model) deleteTransfers(positions []int) error {
|
|
n, err := config.DeleteTransfers(m.root, positions)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
if err := m.reloadConfig(); err != nil {
|
|
return fmt.Errorf("transfers deleted, but re-reading rules.toml failed: %w", err)
|
|
}
|
|
|
|
paired, unpaired, err := m.links.Link(m.db)
|
|
if err != nil {
|
|
return err
|
|
}
|
|
m.status = fmt.Sprintf("deleted %d transfer(s), %d matched, %d leg(s) unpaired",
|
|
n, paired, unpaired)
|
|
|
|
if err := m.reload(); err != nil {
|
|
return err
|
|
}
|
|
return m.reloadTransferList()
|
|
}
|
|
|
|
// updateTransferList drives the transfer list, including the confirmations.
|
|
func (m *Model) updateTransferList(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 confirmDeleteTransfer:
|
|
if i := m.transferListTable.Cursor(); i >= 0 && i < len(m.links.Transfers()) {
|
|
if err := m.deleteTransfers([]int{i}); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
case confirmPruneTransfers:
|
|
if err := m.deleteTransfers(m.unusedTransfers()); err != nil {
|
|
m.err = err
|
|
}
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
switch msg.String() {
|
|
case "q", "ctrl+c":
|
|
return m, tea.Quit
|
|
case "esc":
|
|
m.view = m.transferReturn
|
|
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 "5":
|
|
m.openRuleList()
|
|
return m, nil
|
|
case "6":
|
|
return m, m.openTransferBuilder()
|
|
|
|
case "d":
|
|
i := m.transferListTable.Cursor()
|
|
defs := m.links.Transfers()
|
|
if i < 0 || i >= len(defs) {
|
|
return m, nil
|
|
}
|
|
m.confirm = confirmDeleteTransfer
|
|
m.status = fmt.Sprintf("delete transfer %d (%s → %s), %d matched? y/n",
|
|
i+1, defs[i].FromAccount, defs[i].ToAccount, m.transferResult.Paired[i])
|
|
return m, nil
|
|
|
|
case "p":
|
|
unused := m.unusedTransfers()
|
|
if len(unused) == 0 {
|
|
m.status = "no transfers to prune; only ones matching nothing at all are pruned"
|
|
return m, nil
|
|
}
|
|
m.confirm = confirmPruneTransfers
|
|
m.status = fmt.Sprintf("delete all %d transfers that match nothing? y/n", len(unused))
|
|
return m, nil
|
|
|
|
case "r":
|
|
m.err = m.reloadTransferList()
|
|
m.status = "pairing refreshed"
|
|
return m, nil
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
m.transferListTable, cmd = m.transferListTable.Update(msg)
|
|
return m, cmd
|
|
}
|
|
|
|
// updateTransfers drives the transfer builder form. Like the rule builder it
|
|
// owns every printable key, so the global keymap must not reach it.
|
|
func (m *Model) updateTransfers(msg tea.KeyMsg) (tea.Model, tea.Cmd) {
|
|
switch msg.String() {
|
|
case "ctrl+c":
|
|
return m, tea.Quit
|
|
case "esc":
|
|
m.view = m.transferReturn
|
|
return m, nil
|
|
case "tab":
|
|
if acceptCompletion(m.transferInputs()[m.transferFocus]) {
|
|
m.refreshTransferPreview()
|
|
return m, nil
|
|
}
|
|
m.setTransferFocus(m.transferFocus + 1)
|
|
return m, nil
|
|
case "down":
|
|
m.setTransferFocus(m.transferFocus + 1)
|
|
return m, nil
|
|
case "shift+tab", "up":
|
|
m.setTransferFocus(m.transferFocus - 1)
|
|
return m, nil
|
|
case "right":
|
|
in := m.transferInputs()[m.transferFocus]
|
|
if in.Position() == len([]rune(in.Value())) && acceptCompletion(in) {
|
|
m.refreshTransferPreview()
|
|
return m, nil
|
|
}
|
|
case "pgdown":
|
|
m.transferTable.MoveDown(10)
|
|
return m, nil
|
|
case "pgup":
|
|
m.transferTable.MoveUp(10)
|
|
return m, nil
|
|
case "enter":
|
|
m.err = nil
|
|
if err := m.saveTransfer(); err != nil {
|
|
m.err = err
|
|
}
|
|
return m, nil
|
|
}
|
|
|
|
var cmd tea.Cmd
|
|
inputs := m.transferInputs()
|
|
*inputs[m.transferFocus], cmd = inputs[m.transferFocus].Update(msg)
|
|
m.refreshTransferPreview()
|
|
return m, cmd
|
|
}
|
|
|
|
// transfersView puts the form on the left and the live pairing on the right.
|
|
func (m *Model) transfersView() string {
|
|
return lipgloss.JoinHorizontal(lipgloss.Top, m.transferFormView(), m.transferTable.View())
|
|
}
|
|
|
|
func (m *Model) transferFormView() string {
|
|
// Six fields need more room than the rule builder's four, so the form gives
|
|
// ground in three stages: the blank lines first, then the hints on unfocused
|
|
// fields, then their borders. Labels and values never go — six anonymous
|
|
// boxes would be worse than a form that scrolls.
|
|
room := m.height - 6
|
|
spaced := m.height <= 0 || room >= 37
|
|
hints := m.height <= 0 || room >= 31
|
|
boxed := m.height <= 0 || room >= 25
|
|
|
|
inputs := m.transferInputs()
|
|
field := func(i int, label, help string) string {
|
|
name := labelStyle.Render(" " + label)
|
|
box := flatBoxStyle.Render(inputs[i].View())
|
|
if boxed {
|
|
box = boxStyle.Render(inputs[i].View())
|
|
}
|
|
if i == m.transferFocus {
|
|
name = focusedLabelStyle.Render("▸ " + label)
|
|
box = focusedBoxStyle.Render(inputs[i].View())
|
|
}
|
|
out := name + "\n" + box + "\n"
|
|
if hints || i == m.transferFocus {
|
|
out += hintStyle.Render(help) + "\n"
|
|
}
|
|
if spaced {
|
|
out += "\n"
|
|
}
|
|
return out
|
|
}
|
|
|
|
var b strings.Builder
|
|
b.WriteString(field(0, "from account", completionHint(inputs[0], m.transferFocus == 0, "money leaves here")))
|
|
b.WriteString(field(1, "from desc", "glob vs. the leaving leg"))
|
|
b.WriteString(field(2, "to account", completionHint(inputs[2], m.transferFocus == 2, "money arrives here")))
|
|
b.WriteString(field(3, "to desc", "glob vs. the arriving leg"))
|
|
b.WriteString(field(4, "tolerance %", "0 = amounts must match exactly"))
|
|
b.WriteString(field(5, "note", "why this transfer exists"))
|
|
|
|
summary := fmt.Sprintf("%d pairs · %d unpaired", m.previewPairs, m.previewUnmatched)
|
|
if m.previewPairs == 0 && m.previewUnmatched == 0 {
|
|
summary = "nothing matches yet"
|
|
}
|
|
// Fees are the reason the tolerance field exists, so the preview says what
|
|
// it is admitting rather than only how many pairs it bought.
|
|
if fee := m.previewFees; fee != 0 {
|
|
summary += fmt.Sprintf(" · %s in fees", model.FormatMinor(fee, m.previewFeeDigits))
|
|
}
|
|
b.WriteString(matchCountStyle.Render(summary))
|
|
|
|
return ruleFormStyle.Render(b.String())
|
|
}
|
|
|
|
// 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, links := m.root, m.db, m.accounts, m.engine, m.links
|
|
return func() tea.Msg {
|
|
res, err := importer.Run(root, db, accounts, engine, links, 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 builders are forms: every printable key belongs to the focused
|
|
// input, so the global single-letter keymap cannot apply.
|
|
switch m.view {
|
|
case viewRules:
|
|
return m.updateRules(msg)
|
|
case viewTransfers:
|
|
return m.updateTransfers(msg)
|
|
case viewRuleList:
|
|
return m.updateRuleList(msg)
|
|
case viewTransferList:
|
|
return m.updateTransferList(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 acceptCompletion(m.ruleInputs()[m.ruleFocus]) {
|
|
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())) && acceptCompletion(in) {
|
|
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)
|
|
if msg.res.Unpaired > 0 {
|
|
m.status += fmt.Sprintf(" · %d transfer leg(s) unpaired", msg.res.Unpaired)
|
|
}
|
|
|
|
// 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)
|
|
m.transferTable.SetHeight(h)
|
|
m.transferListTable.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)
|
|
|
|
cols = m.transferTable.Columns()
|
|
fixed := 0
|
|
for _, c := range cols[:len(cols)-1] {
|
|
fixed += c.Width + 2
|
|
}
|
|
desc = m.width - ruleFormWidth - fixed - 6
|
|
if desc < 16 {
|
|
desc = 16
|
|
}
|
|
cols[len(cols)-1].Width = desc
|
|
m.transferTable.SetColumns(cols)
|
|
}
|
|
|
|
// The free-text columns come last and get whatever is left over.
|
|
m.stretchLastColumn(&m.txnTable, 20)
|
|
m.stretchLastColumn(&m.ruleListTable, 12)
|
|
m.stretchLastColumn(&m.transferListTable, 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 "6":
|
|
return m, m.openTransferBuilder()
|
|
case "7":
|
|
m.openTransferList()
|
|
return m, nil
|
|
case "tab":
|
|
m.view = (m.view + 1) % viewCount
|
|
switch m.view {
|
|
case viewRules:
|
|
return m, m.openRuleBuilder()
|
|
case viewRuleList:
|
|
m.openRuleList()
|
|
case viewTransfers:
|
|
return m, m.openTransferBuilder()
|
|
case viewTransferList:
|
|
m.openTransferList()
|
|
}
|
|
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
|
|
}
|
|
// Tags and transfers are both derived from rules.toml, so one key
|
|
// re-derives both; leaving the pairing stale would quietly change what
|
|
// the report holds out.
|
|
paired, unpaired, err := m.links.Link(m.db)
|
|
if err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
m.status = fmt.Sprintf("rules re-applied, %d rows changed, %d transfers matched", n, paired)
|
|
if unpaired > 0 {
|
|
m.status += fmt.Sprintf(", %d leg(s) unpaired", unpaired)
|
|
}
|
|
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())
|
|
case viewTransfers:
|
|
b.WriteString(m.transfersView())
|
|
case viewTransferList:
|
|
b.WriteString(m.transferListTable.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
|
|
inputs := m.ruleInputs()
|
|
b.WriteString(field(0, "glob", "vs. the description"))
|
|
b.WriteString(field(1, "account", completionHint(inputs[1], m.ruleFocus == 1, "blank = all accounts")))
|
|
b.WriteString(field(2, "tag", completionHint(inputs[2], m.ruleFocus == 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, m.ruleCandidates)
|
|
if strings.TrimSpace(m.ruleGlob.Value()) == "" {
|
|
summary = fmt.Sprintf("%d untagged descriptions", m.ruleCandidates)
|
|
}
|
|
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 completionHint(in *textinput.Model, focused bool, fallback string) string {
|
|
if !focused {
|
|
return fallback
|
|
}
|
|
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\n" +
|
|
"Every transaction here has a tag or belongs to a transfer.\n" +
|
|
"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."
|
|
|
|
case viewTransferList:
|
|
if len(m.transferListTable.Rows()) > 0 {
|
|
return ""
|
|
}
|
|
return "No transfers yet.\n\n" +
|
|
"A transfer names both legs of money moved between your own accounts,\n" +
|
|
"so the report can leave the pair out instead of counting it as spending.\n" +
|
|
"Press 6 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 viewTransfers:
|
|
return "money · transfer builder · writes to rules.toml"
|
|
case viewTransferList:
|
|
n := len(m.links.Transfers())
|
|
if legs := m.unpairedLegs(); legs > 0 {
|
|
return fmt.Sprintf("money · transfers · %d definitions · %d leg(s) unpaired", n, legs)
|
|
}
|
|
return fmt.Sprintf("money · transfers · %d definitions · every leg paired", n)
|
|
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 · 6 new transfer · 7 transfers · 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 · 7 transfers · 1 accounts · esc back · q quit"
|
|
case viewTransfers:
|
|
return "tab complete/next field · ↑↓ field · pgup/pgdn scroll pairs · enter save transfer · esc back · ctrl+c quit"
|
|
case viewTransferList:
|
|
if m.confirm != confirmNone {
|
|
return "y confirm · any other key cancels"
|
|
}
|
|
return "d delete transfer · p prune all unmatched · r refresh pairing · 6 new transfer · 5 rules · 1 accounts · esc back · q quit"
|
|
case viewReport:
|
|
return "1 accounts · 2 transactions · 4 new rule · 5 rules · 7 transfers · u untagged · a all accounts · q quit"
|
|
default:
|
|
return "4 new rule · / search · u untagged · a all · i import · r retag · 5 rules · 7 transfers · q quit"
|
|
}
|
|
}
|