c53732a4af
Two new multi-column balance report modes show ending balance per period: `--cumulative`, starting from 0, and `--historical`, starting from the historical starting balance. The balance command's specification has been clarified and consolidated in the Balance.hs haddock. Reports.hs has also had haddock updates. The old AccountsReport type is now BalanceReport, still used by single-column balance report. The new MultiBalanceReport type is used by the multi-column reports.
544 lines
18 KiB
Haskell
544 lines
18 KiB
Haskell
-- | Common page components and rendering helpers.
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-- For global page layout, see Application.hs.
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module Handler.Common where
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import Import
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import Data.List
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import Data.Maybe
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import Data.Text(pack)
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import Data.Time.Calendar
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import System.FilePath (takeFileName)
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#if BLAZE_HTML_0_4
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import Text.Blaze (preEscapedString)
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#else
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import Text.Blaze.Internal (preEscapedString)
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#endif
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import Text.Printf
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import Text.JSON
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import Hledger.Utils
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import Hledger.Data
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import Hledger.Query
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import Hledger.Reports
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import Hledger.Cli.Options
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import Hledger.Web.Options
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import Handler.Utils
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-------------------------------------------------------------------------------
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-- Page components
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-- | Global toolbar/heading area.
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topbar :: ViewData -> HtmlUrl AppRoute
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topbar VD{..} = [hamlet|
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<div#topbar>
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<a.topleftlink href=#{hledgerorgurl} title="More about hledger">
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hledger-web
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<br />
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#{version}
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<a.toprightlink href=#{manualurl} target=hledgerhelp title="User manual">manual
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<h1>#{title}
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$maybe m' <- msg
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<div#message>#{m'}
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|]
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where
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title = takeFileName $ journalFilePath j
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-- | The sidebar used on most views.
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sidebar :: ViewData -> HtmlUrl AppRoute
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sidebar vd@VD{..} = balanceReportAsHtml opts vd $ balanceReport (reportopts_ $ cliopts_ opts){empty_=True} am j
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-- -- | Navigation link, preserving parameters and possibly highlighted.
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-- navlink :: ViewData -> String -> AppRoute -> String -> HtmlUrl AppRoute
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-- navlink VD{..} s dest title = [hamlet|
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-- <a##{s}link.#{style} href=@?{u'} title="#{title}">#{s}
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-- |]
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-- where u' = (dest, if null q then [] else [("q", pack q)])
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-- style | dest == here = "navlinkcurrent"
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-- | otherwise = "navlink" :: Text
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-- -- | Links to the various journal editing forms.
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-- editlinks :: HtmlUrl AppRoute
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-- editlinks = [hamlet|
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-- <a#editformlink href="#" onclick="return editformToggle(event)" title="Toggle journal edit form">edit
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-- \ | #
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-- <a#addformlink href="#" onclick="return addformToggle(event)" title="Toggle transaction add form">add
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-- <a#importformlink href="#" onclick="return importformToggle(event)" style="display:none;">import transactions
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-- |]
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-- | Search form for entering custom queries to filter journal data.
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searchform :: ViewData -> HtmlUrl AppRoute
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searchform VD{..} = [hamlet|
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<div#searchformdiv>
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<form#searchform.form method=GET>
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<table width="100%">
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<tr>
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<td width="99%">
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<input name=q value=#{q} style="width:98%;">
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<td width="1%">
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<input type=submit value="Search">
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<tr valign=top>
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<td colspan=2 style="text-align:right;">
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$if filtering
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\ #
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<span.showall>
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<a href=@{here}>clear
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\ #
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<a#search-help-link href="#" title="Toggle search help">help
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<tr>
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<td colspan=2>
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<div#search-help.help style="display:none;">
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Leave blank to see journal (all transactions), or click account links to see transactions under that account.
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<br>
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Transactions/postings may additionally be filtered by
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acct:REGEXP (target account), #
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code:REGEXP (transaction code), #
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desc:REGEXP (description), #
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date:PERIODEXP (date), #
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date2:PERIODEXP (secondary date), #
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tag:TAG[=REGEX] (tag and optionally tag value), #
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depth:N (accounts at or above this depth), #
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status:*, status:!, status: (cleared status), #
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real:BOOL (real/virtual-ness), #
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empty:BOOL (is amount zero), #
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amt:N, amt:<N, amt:>N (test magnitude of single-commodity amount).
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sym:REGEXP (commodity symbol), #
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<br>
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Prepend not: to negate, enclose multi-word patterns in quotes, multiple search terms are AND'ed.
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|]
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where
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filtering = not $ null q
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-- | Add transaction form.
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addform :: Text -> ViewData -> HtmlUrl AppRoute
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addform _ vd@VD{..} = [hamlet|
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<script type=text/javascript>
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\$(document).ready(function() {
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/* select2 setup */
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var param = {
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"width": "250px",
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"openOnEnter": false,
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// createSearchChoice allows to create new values not in the options
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"createSearchChoice":function(term, data) {
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if ( $(data).filter( function() {
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return this.text.localeCompare(term)===0;
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}).length===0) {
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return {text:term};
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}
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},
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// id is what is passed during post
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"id": function(object) {
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return object.text;
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}
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};
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\$("#description").select2($.extend({}, param, {data: #{toSelectData descriptions} }));
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var accountData = $.extend({}, param, {data: #{toSelectData acctnames} });
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\$("#account1").select2(accountData);
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\$("#account2").select2(accountData);
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});
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<form#addform method=POST style=display:none;>
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<h2#contenttitle>#{title}
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<table.form>
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<tr>
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<td colspan=4>
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<table>
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<tr#descriptionrow>
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<td>
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Date:
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<td>
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<input.textinput size=15 name=date value=#{date}>
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<td style=padding-left:1em;>
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Description:
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<td>
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<input type=hidden id=description name=description>
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<tr.helprow>
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<td>
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<td>
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<span.help>#{datehelp} #
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<td>
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<td>
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<span.help>#{deschelp}
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^{postingfields vd 1}
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^{postingfields vd 2}
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<tr#addbuttonrow>
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<td colspan=4>
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<input type=hidden name=action value=add>
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<input type=submit name=submit value="add transaction">
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$if manyfiles
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\ to: ^{journalselect $ files j}
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\ or #
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<a href="#" onclick="return addformToggle(event)">cancel
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|]
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where
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title = "Add transaction" :: String
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datehelp = "eg: 2010/7/20" :: String
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deschelp = "eg: supermarket (optional)" :: String
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date = "today" :: String
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descriptions = sort $ nub $ map tdescription $ jtxns j
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acctnames = sort $ journalAccountNamesUsed j
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-- Construct data for select2. Text must be quoted in a json string.
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toSelectData as = preEscapedString $ encode $ JSArray $ map (\a -> JSObject $ toJSObject [("text", showJSON a)]) as
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manyfiles = (length $ files j) > 1
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postingfields :: ViewData -> Int -> HtmlUrl AppRoute
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postingfields _ n = [hamlet|
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<tr#postingrow>
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<td align=right>#{acctlabel}:
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<td>
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<input type=hidden id=#{acctvar} name=#{acctvar}>
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^{amtfield}
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<tr.helprow>
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<td>
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<td>
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<span.help>#{accthelp}
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<td>
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<td>
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<span.help>#{amthelp}
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|]
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where
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withnumber = (++ show n)
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acctvar = withnumber "account"
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amtvar = withnumber "amount"
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(acctlabel, accthelp, amtfield, amthelp)
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| n == 1 = ("To account"
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,"eg: expenses:food"
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,[hamlet|
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<td style=padding-left:1em;>
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Amount:
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<td>
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<input.textinput size=15 name=#{amtvar} value="">
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|]
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,"eg: $6"
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)
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| otherwise = ("From account" :: String
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,"eg: assets:bank:checking" :: String
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,nulltemplate
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,"" :: String
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)
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-- | Edit journal form.
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editform :: ViewData -> HtmlUrl AppRoute
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editform VD{..} = [hamlet|
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<form#editform method=POST style=display:none;>
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<h2#contenttitle>#{title}>
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<table.form>
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$if manyfiles
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<tr>
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<td colspan=2>
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Editing ^{journalselect $ files j}
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<tr>
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<td colspan=2>
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<!-- XXX textarea ids are unquoted journal file paths here, not valid html -->
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$forall f <- files j
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<textarea id=#{fst f}_textarea name=text rows=25 cols=80 style=display:none; disabled=disabled>
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#{snd f}
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<tr#addbuttonrow>
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<td>
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<span.help>^{formathelp}
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<td align=right>
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<span.help>
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Are you sure ? This will overwrite the journal. #
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<input type=hidden name=action value=edit>
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<input type=submit name=submit value="save journal">
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\ or #
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<a href="#" onclick="return editformToggle(event)">cancel
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|]
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where
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title = "Edit journal" :: String
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manyfiles = (length $ files j) > 1
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formathelp = helplink "file-format" "file format help"
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-- | Import journal form.
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importform :: HtmlUrl AppRoute
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importform = [hamlet|
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<form#importform method=POST style=display:none;>
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<table.form>
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<tr>
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<td>
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<input type=file name=file>
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<input type=hidden name=action value=import>
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<input type=submit name=submit value="import from file">
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\ or #
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<a href="#" onclick="return importformToggle(event)">cancel
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|]
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journalselect :: [(FilePath,String)] -> HtmlUrl AppRoute
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journalselect journalfiles = [hamlet|
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<select id=journalselect name=journal onchange="editformJournalSelect(event)">
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$forall f <- journalfiles
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<option value=#{fst f}>#{fst f}
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|]
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-- | Link to a topic in the manual.
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helplink :: String -> String -> HtmlUrl AppRoute
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helplink topic label = [hamlet|
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<a href=#{u} target=hledgerhelp>#{label}
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|]
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where u = manualurl ++ if null topic then "" else '#':topic
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nulltemplate :: HtmlUrl AppRoute
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nulltemplate = [hamlet||]
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----------------------------------------------------------------------
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-- hledger report renderers
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-- | Render an "BalanceReport" as html.
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balanceReportAsHtml :: WebOpts -> ViewData -> BalanceReport -> HtmlUrl AppRoute
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balanceReportAsHtml _ vd@VD{..} (items',total) =
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[hamlet|
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<div#accountsheading>
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<a#accounts-toggle-link.togglelink href="#" title="Toggle sidebar">[+]
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<div#accounts>
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<table.balancereport>
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<tr>
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<td.add colspan=3>
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<br>
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<a#addformlink href="#" onclick="return addformToggle(event)" title="Add a new transaction to the journal">Add a transaction..
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<tr.item :allaccts:.inacct>
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<td.journal colspan=3>
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<br>
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<a href=@{JournalR} title="Show all transactions in journal format">Journal
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<span.hoverlinks>
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<a href=@{JournalEntriesR} title="Show journal entries">entries
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<a#editformlink href="#" onclick="return editformToggle(event)" title="Edit the journal">
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edit
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<tr>
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<td colspan=3>
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<br>
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Accounts
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$forall i <- items
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^{itemAsHtml vd i}
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<tr.totalrule>
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<td colspan=3>
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<tr>
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<td>
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<td.balance align=right>#{mixedAmountAsHtml total}
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<td>
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|]
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where
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l = ledgerFromJournal Any j
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inacctmatcher = inAccountQuery qopts
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allaccts = isNothing inacctmatcher
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items = items' -- maybe items' (\m -> filter (matchesAccount m . \(a,_,_,_)->a) items') showacctmatcher
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itemAsHtml :: ViewData -> BalanceReportItem -> HtmlUrl AppRoute
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itemAsHtml _ (acct, adisplay, aindent, abal) = [hamlet|
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<tr.item.#{inacctclass}>
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<td.account.#{depthclass}>
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#{indent}
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<a href="@?{acctquery}" title="Show transactions in this account, including subaccounts">#{adisplay}
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<span.hoverlinks>
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$if hassubs
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<a href="@?{acctonlyquery}" title="Show transactions in this account only">only
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<!--
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<a href="@?{acctsonlyquery}" title="Focus on this account and sub-accounts and hide others">-others -->
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<td.balance align=right>#{mixedAmountAsHtml abal}
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|]
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where
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hassubs = not $ maybe False (null.asubs) $ ledgerAccount l acct
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-- <td.numpostings align=right title="#{numpostings} transactions in this account">(#{numpostings})
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-- numpostings = maybe 0 (length.apostings) $ ledgerAccount l acct
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depthclass = "depth"++show aindent
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inacctclass = case inacctmatcher of
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Just m' -> if m' `matchesAccount` acct then "inacct" else "notinacct"
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Nothing -> "" :: String
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indent = preEscapedString $ concat $ replicate (2 * (1+aindent)) " "
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acctquery = (RegisterR, [("q", pack $ accountQuery acct)])
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acctonlyquery = (RegisterR, [("q", pack $ accountOnlyQuery acct)])
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accountQuery :: AccountName -> String
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accountQuery a = "inacct:" ++ quoteIfSpaced a -- (accountNameToAccountRegex a)
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accountOnlyQuery :: AccountName -> String
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accountOnlyQuery a = "inacctonly:" ++ quoteIfSpaced a -- (accountNameToAccountRegex a)
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accountUrl :: AppRoute -> AccountName -> (AppRoute, [(Text, Text)])
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accountUrl r a = (r, [("q", pack $ accountQuery a)])
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-- | Render an "EntriesReport" as html for the journal entries view.
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entriesReportAsHtml :: WebOpts -> ViewData -> EntriesReport -> HtmlUrl AppRoute
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entriesReportAsHtml _ vd items = [hamlet|
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<table.entriesreport>
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$forall i <- numbered items
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^{itemAsHtml vd i}
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|]
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where
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itemAsHtml :: ViewData -> (Int, EntriesReportItem) -> HtmlUrl AppRoute
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itemAsHtml _ (n, t) = [hamlet|
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<tr.item.#{evenodd}>
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<td.transaction>
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<pre>#{txn}
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|]
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where
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evenodd = if even n then "even" else "odd" :: String
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txn = trimnl $ showTransaction t where trimnl = reverse . dropWhile (=='\n') . reverse
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-- | Render a "TransactionsReport" as html for the formatted journal view.
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journalTransactionsReportAsHtml :: WebOpts -> ViewData -> TransactionsReport -> HtmlUrl AppRoute
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journalTransactionsReportAsHtml _ vd (_,items) = [hamlet|
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<table.transactionsreport>
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<tr.headings>
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<th.date align=left>Date
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<th.description align=left>Description
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<th.account align=left>Accounts
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<th.amount align=right>Amount
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$forall i <- numberTransactionsReportItems items
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^{itemAsHtml vd i}
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|]
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where
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-- .#{datetransition}
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itemAsHtml :: ViewData -> (Int, Bool, Bool, Bool, TransactionsReportItem) -> HtmlUrl AppRoute
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itemAsHtml VD{..} (n, _, _, _, (t, _, split, _, amt, _)) = [hamlet|
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<tr.item.#{evenodd}.#{firstposting}>
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<td.date>#{date}
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<td.description colspan=2>#{elideRight 60 desc}
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<td.amount align=right>
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$if showamt
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#{mixedAmountAsHtml amt}
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$forall p' <- tpostings t
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<tr.item.#{evenodd}.posting>
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<td.date>
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<td.description>
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<td.account> <a href="@?{accountUrl here $ paccount p'}" title="Show transactions in #{paccount p'}">#{elideRight 40 $ paccount p'}
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<td.amount align=right>#{mixedAmountAsHtml $ pamount p'}
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|]
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where
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evenodd = if even n then "even" else "odd" :: String
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-- datetransition | newm = "newmonth"
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-- | newd = "newday"
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-- | otherwise = "" :: String
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(firstposting, date, desc) = (False, show $ tdate t, tdescription t)
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-- acctquery = (here, [("q", pack $ accountQuery acct)])
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showamt = not split || not (isZeroMixedAmount amt)
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-- Generate html for an account register, including a balance chart and transaction list.
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registerReportHtml :: WebOpts -> ViewData -> TransactionsReport -> HtmlUrl AppRoute
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registerReportHtml opts vd r = [hamlet|
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^{registerChartHtml $ map snd $ transactionsReportByCommodity r}
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^{registerItemsHtml opts vd r}
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|]
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-- Generate html for a transaction list from an "TransactionsReport".
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registerItemsHtml :: WebOpts -> ViewData -> TransactionsReport -> HtmlUrl AppRoute
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registerItemsHtml _ vd (balancelabel,items) = [hamlet|
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<table.registerreport>
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<tr.headings>
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<th.date align=left>Date
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<th.description align=left>Description
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<th.account align=left>To/From Account
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<!-- \ #
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<a#all-postings-toggle-link.togglelink href="#" title="Toggle all split postings">[+] -->
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<th.amount align=right>Amount
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<th.balance align=right>#{balancelabel}
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$forall i <- numberTransactionsReportItems items
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^{itemAsHtml vd i}
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|]
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where
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-- inacct = inAccount qopts
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-- filtering = m /= Any
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itemAsHtml :: ViewData -> (Int, Bool, Bool, Bool, TransactionsReportItem) -> HtmlUrl AppRoute
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itemAsHtml VD{..} (n, newd, newm, _, (t, _, split, acct, amt, bal)) = [hamlet|
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<tr.item.#{evenodd}.#{firstposting}.#{datetransition}>
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<td.date>#{date}
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<td.description title="#{show t}">#{elideRight 30 desc}
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<td.account title="#{show t}">
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<a>
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#{elideRight 40 acct}
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<a.postings-toggle-link.togglelink href="#" title="Toggle all postings">
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[+]
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<td.amount align=right>
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$if showamt
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#{mixedAmountAsHtml amt}
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<td.balance align=right>#{mixedAmountAsHtml bal}
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$forall p' <- tpostings t
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<tr.item.#{evenodd}.posting style=#{postingsdisplaystyle}>
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<td.date>
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<td.description>
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<td.account> <a href="@?{accountUrl here $ paccount p'}" title="Show transactions in #{paccount p'}">#{elideRight 40 $ paccount p'}
|
|
<td.amount align=right>#{mixedAmountAsHtml $ pamount p'}
|
|
<td.balance align=right>
|
|
|]
|
|
where
|
|
evenodd = if even n then "even" else "odd" :: String
|
|
datetransition | newm = "newmonth"
|
|
| newd = "newday"
|
|
| otherwise = "" :: String
|
|
(firstposting, date, desc) = (False, show $ tdate t, tdescription t)
|
|
-- acctquery = (here, [("q", pack $ accountQuery acct)])
|
|
showamt = not split || not (isZeroMixedAmount amt)
|
|
postingsdisplaystyle = if showpostings then "" else "display:none;" :: String
|
|
|
|
-- | Generate javascript/html for a register balance line chart based on
|
|
-- the provided "TransactionsReportItem"s.
|
|
-- registerChartHtml :: forall t (t1 :: * -> *) t2 t3 t4 t5.
|
|
-- Data.Foldable.Foldable t1 =>
|
|
-- t1 (Transaction, t2, t3, t4, t5, MixedAmount)
|
|
-- -> t -> Text.Blaze.Internal.HtmlM ()
|
|
registerChartHtml :: [[TransactionsReportItem]] -> HtmlUrl AppRoute
|
|
registerChartHtml itemss =
|
|
-- have to make sure plot is not called when our container (maincontent)
|
|
-- is hidden, eg with add form toggled
|
|
[hamlet|
|
|
<div#register-chart style="width:600px;height:100px; margin-bottom:1em;">
|
|
<script type=text/javascript>
|
|
\$(document).ready(function() {
|
|
/* render chart with flot, if visible */
|
|
var chartdiv = $('#register-chart');
|
|
if (chartdiv.is(':visible'))
|
|
\$.plot(chartdiv,
|
|
[
|
|
$forall items <- itemss
|
|
[
|
|
$forall i <- reverse items
|
|
[#{dayToJsTimestamp $ triDate i}, #{triSimpleBalance i}],
|
|
[]
|
|
],
|
|
[]
|
|
],
|
|
{
|
|
xaxis: {
|
|
mode: "time",
|
|
timeformat: "%y/%m/%d"
|
|
}
|
|
}
|
|
);
|
|
});
|
|
|]
|
|
|
|
-- stringIfLongerThan :: Int -> String -> String
|
|
-- stringIfLongerThan n s = if length s > n then s else ""
|
|
|
|
numberTransactionsReportItems :: [TransactionsReportItem] -> [(Int,Bool,Bool,Bool,TransactionsReportItem)]
|
|
numberTransactionsReportItems [] = []
|
|
numberTransactionsReportItems items = number 0 nulldate items
|
|
where
|
|
number :: Int -> Day -> [TransactionsReportItem] -> [(Int,Bool,Bool,Bool,TransactionsReportItem)]
|
|
number _ _ [] = []
|
|
number n prevd (i@(Transaction{tdate=d},_,_,_,_,_):rest) = (n+1,newday,newmonth,newyear,i):(number (n+1) d rest)
|
|
where
|
|
newday = d/=prevd
|
|
newmonth = dm/=prevdm || dy/=prevdy
|
|
newyear = dy/=prevdy
|
|
(dy,dm,_) = toGregorian d
|
|
(prevdy,prevdm,_) = toGregorian prevd
|
|
|
|
mixedAmountAsHtml :: MixedAmount -> Html
|
|
mixedAmountAsHtml b = preEscapedString $ addclass $ intercalate "<br>" $ lines $ showMixedAmountWithoutPrice b
|
|
where addclass = printf "<span class=\"%s\">%s</span>" (c :: String)
|
|
c = case isNegativeMixedAmount b of Just True -> "negative amount"
|
|
_ -> "positive amount"
|
|
|