Writing a glob by hand meant guessing what it would catch, then running retag to find out. The new screen, on 4, puts the glob, account and tag fields on the left and every still-untagged description on the right, sorted alphabetically and grouped by description with an occurrence count. Matches are marked as the glob is typed, along with a count, so the effect of a rule is visible before it is written. Enter appends it to rules.toml via config.AppendRule, reloads the engine from disk and retags, so the rows it caught leave the list immediately. Rules are appended rather than prepended, keeping the precedence of anything already in the file. Since the preview only lists transactions no existing rule has tagged, it reflects that precedence for free. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
1029 lines
26 KiB
Go
1029 lines
26 KiB
Go
// Package tui is the terminal interface: browse accounts, tag transactions,
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// mark transfers by hand, 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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"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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viewCount = 4
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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 tag or 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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inputTag
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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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ruleFocus int // which of the three 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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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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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: "T", Width: 1},
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{Title: "Description", Width: 40},
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}),
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ruleGlob: newInput("*LIDL*"),
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ruleAccount: newInput("blank = every account"),
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ruleTag: newInput("groceries"),
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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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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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transfer := ""
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if t.IsTransfer() {
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transfer = "T"
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}
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tag := t.Tag()
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if tag != "" && t.ManualTag != "" {
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tag += "*" // marks a manual override
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}
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rows = append(rows, table.Row{
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t.Date, t.AccountSlug, t.FormatAmount(), tag, transfer, 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. tagging the
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// 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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}
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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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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("")
|
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m.ruleTag.SetValue("")
|
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m.setRuleFocus(0)
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return m.reload()
|
|
}
|
|
|
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func (m *Model) knownAccount(slug string) bool {
|
|
for _, a := range m.accounts {
|
|
if a.Slug == slug {
|
|
return true
|
|
}
|
|
}
|
|
// Fall back to the index, so accounts work even when the caller passed no
|
|
// config (as the tests do).
|
|
accounts, err := m.db.Accounts()
|
|
if err != nil {
|
|
return false
|
|
}
|
|
for _, a := range accounts {
|
|
if a.Slug == slug {
|
|
return true
|
|
}
|
|
}
|
|
return false
|
|
}
|
|
|
|
// 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.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}
|
|
}
|
|
|
|
// 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)
|
|
}
|
|
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", "down":
|
|
m.setRuleFocus(m.ruleFocus + 1)
|
|
return m, nil
|
|
case "shift+tab", "up":
|
|
m.setRuleFocus(m.ruleFocus - 1)
|
|
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)
|
|
|
|
// 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)
|
|
}
|
|
|
|
// Give the description column whatever is left over.
|
|
if m.width > 0 {
|
|
cols := m.txnTable.Columns()
|
|
fixed := 0
|
|
for _, c := range cols[:len(cols)-1] {
|
|
fixed += c.Width + 2
|
|
}
|
|
desc := m.width - fixed - 4
|
|
if desc < 20 {
|
|
desc = 20
|
|
}
|
|
cols[len(cols)-1].Width = desc
|
|
m.txnTable.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 inputTag:
|
|
t, ok := m.selected()
|
|
if !ok {
|
|
return m, nil
|
|
}
|
|
if err := m.db.SetManualTag(t.ID, value); err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
if value == "" {
|
|
m.status = "cleared manual tag"
|
|
} else {
|
|
m.status = "tagged as " + value
|
|
}
|
|
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 "tab":
|
|
m.view = (m.view + 1) % viewCount
|
|
if m.view == viewRules {
|
|
return m, m.openRuleBuilder()
|
|
}
|
|
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 "t":
|
|
if m.view != viewTxns {
|
|
return m, nil
|
|
}
|
|
t, ok := m.selected()
|
|
if !ok {
|
|
return m, nil
|
|
}
|
|
m.input = inputTag
|
|
m.text.SetValue(t.ManualTag)
|
|
m.text.CursorEnd()
|
|
m.text.Focus()
|
|
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 "x":
|
|
// Toggle the manual transfer override away from whatever is in effect.
|
|
if m.view != viewTxns {
|
|
return m, nil
|
|
}
|
|
t, ok := m.selected()
|
|
if !ok {
|
|
return m, nil
|
|
}
|
|
v := !t.IsTransfer()
|
|
if err := m.db.SetManualTransfer(t.ID, &v); err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
if v {
|
|
m.status = "marked as transfer"
|
|
} else {
|
|
m.status = "unmarked as transfer"
|
|
}
|
|
m.err = m.reloadTxns()
|
|
return m, nil
|
|
|
|
case "c":
|
|
// Drop manual overrides and fall back to what the rules say.
|
|
if m.view != viewTxns {
|
|
return m, nil
|
|
}
|
|
t, ok := m.selected()
|
|
if !ok {
|
|
return m, nil
|
|
}
|
|
if err := m.db.ClearOverrides(t.ID); err != nil {
|
|
m.err = err
|
|
return m, nil
|
|
}
|
|
m.status = "manual overrides cleared"
|
|
m.err = m.reloadTxns()
|
|
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())
|
|
}
|
|
}
|
|
b.WriteString("\n")
|
|
|
|
switch {
|
|
case m.importing:
|
|
b.WriteString(statusStyle.Render(m.spinner.View() + m.importingLabel()))
|
|
case m.input == inputTag:
|
|
b.WriteString(statusStyle.Render("tag: ") + m.text.View())
|
|
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")
|
|
b.WriteString(helpStyle.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 {
|
|
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())
|
|
}
|
|
return name + "\n" + box + "\n" + hintStyle.Render(help) + "\n"
|
|
}
|
|
|
|
var b strings.Builder
|
|
b.WriteString(field(0, "glob", "vs. the description"))
|
|
b.WriteString("\n")
|
|
b.WriteString(field(1, "account", "blank = all accounts"))
|
|
b.WriteString("\n")
|
|
b.WriteString(field(2, "tag", "applied to matches"))
|
|
b.WriteString("\n")
|
|
|
|
// 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())
|
|
}
|
|
|
|
// 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."
|
|
}
|
|
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 viewReport:
|
|
return "money · report · " + scope + " · transfers excluded"
|
|
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 rules · i import · r retag · q quit"
|
|
case viewRules:
|
|
return "tab/↑↓ field · pgup/pgdn scroll list · enter save rule · esc back · ctrl+c quit"
|
|
case viewReport:
|
|
return "1 accounts · 2 transactions · 4 rules · u untagged · a all accounts · q quit"
|
|
default:
|
|
return "t tag · x transfer · c clear · / search · u untagged · a all · i import · r retag · 4 rules · 1 accounts · 3 report · q quit"
|
|
}
|
|
}
|