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ui: provide a more useful transaction register
The register screen is now like the register view in hledger-web (and other accounting systems), rather than hledger's register command. This means: - it shows transactions affecting a particular current account, rather than postings matching a pattern. - Each line represents a whole transaction. - The account field shows the *other* account being transacted with. When there is more than one, they are all listed, abbreviated and marked with "(split)". - The amount field shows the effect of the transaction on the current account; positive for an inflow to this account, negative for an outflow. - The balance field should usually show the current account's historic balance as of the transaction date, even when you change the report start date. (Not working yet - currently it always shows the running total). - Transactions are listed most recent first, currently.
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@ -10,6 +10,7 @@ hierarchy.
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module Hledger.Data.AccountName
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where
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import Data.List
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import Data.List.Split (splitOn)
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import Data.Tree
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import Test.HUnit
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import Text.Printf
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@ -31,6 +32,15 @@ accountNameFromComponents = concat . intersperse [acctsepchar]
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accountLeafName :: AccountName -> String
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accountLeafName = last . accountNameComponents
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accountSummarisedName :: AccountName -> String
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accountSummarisedName a
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-- | length cs > 1 = take 2 (head cs) ++ ":" ++ a'
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| length cs > 1 = intercalate ":" (map (take 2) $ init cs) ++ ":" ++ a'
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| otherwise = a'
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where
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cs = accountNameComponents a
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a' = accountLeafName a
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accountNameLevel :: AccountName -> Int
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accountNameLevel "" = 0
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accountNameLevel a = length (filter (==acctsepchar) a) + 1
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@ -100,7 +110,18 @@ nullaccountnametree = Node "root" []
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-- ..:Af:Lu:Sn:Ca:Ch:Cash ; Abbreviated and elided!
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-- @
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elideAccountName :: Int -> AccountName -> AccountName
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elideAccountName width s =
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elideAccountName width s
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-- XXX special case for transactions register's multi-account pseudo-names
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| " (split)" `isSuffixOf` s =
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let
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names = splitOn ", " $ take (length s - 8) s
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widthpername = (max 0 (width - 8 - 2 * (max 1 (length names) - 1))) `div` length names
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in
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elideLeft width $
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(++" (split)") $
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intercalate ", " $
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[accountNameFromComponents $ elideparts widthpername [] $ accountNameComponents s' | s' <- names]
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| otherwise =
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elideLeft width $ accountNameFromComponents $ elideparts width [] $ accountNameComponents s
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where
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elideparts :: Int -> [String] -> [String] -> [String]
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@ -11,6 +11,8 @@ a some base account. They are used by hledger-web.
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module Hledger.Reports.TransactionsReports (
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TransactionsReport,
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TransactionsReportItem,
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AccountTransactionsReport,
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AccountTransactionsReportItem,
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triOrigTransaction,
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triDate,
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triAmount,
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@ -78,15 +80,16 @@ journalTransactionsReport opts j q = (totallabel, items)
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-- | An account transactions report represents transactions affecting
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-- a particular account (or possibly several accounts, but we don't
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-- use that). It is used by hledger-web's account register view, where
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-- we want to show one row per journal transaction, with:
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-- use that). It is used by hledger-web's (and hledger-ui's) account
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-- register view, where we want to show one row per journal
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-- transaction, with:
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--
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-- - the total increase/decrease to the current account
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--
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-- - the names of the other account(s) posted to/from
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--
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-- - transaction dates adjusted to the date of the earliest posting to
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-- the current account, if those postings have their own dates
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-- - transaction dates, adjusted to the date of the earliest posting to
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-- the current account if those postings have their own dates
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--
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-- Currently, reporting intervals are not supported, and report items
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-- are most recent first.
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@ -199,7 +202,7 @@ accountTransactionsReportItems query thisacctquery bal signfn (torig:ts) =
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-- | Generate a simplified summary of some postings' accounts.
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summarisePostingAccounts :: [Posting] -> String
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summarisePostingAccounts = intercalate ", " . map accountLeafName . nub . map paccount
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summarisePostingAccounts = intercalate ", " . map accountSummarisedName . nub . map paccount
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filterTransactionPostings :: Query -> Transaction -> Transaction
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filterTransactionPostings m t@Transaction{tpostings=ps} = t{tpostings=filter (m `matchesPosting`) ps}
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@ -26,7 +26,7 @@ import Hledger.Cli hiding (progname,prognameandversion,green)
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import Hledger.UI.Options
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import Hledger.UI.UITypes
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import Hledger.UI.UIUtils
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import qualified Hledger.UI.RegisterScreen as RS (screen)
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import qualified Hledger.UI.RegisterScreen2 as RS2 (screen)
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screen = AccountsScreen{
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asState = list "accounts" V.empty 1
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@ -105,7 +105,7 @@ handleAccountsScreen st@AppState{aScreen=scr@AccountsScreen{asState=is}} e = do
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Vty.EvKey (Vty.KLeft) [] -> continue $ popScreen st
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Vty.EvKey (Vty.KRight) [] -> continue st'
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where
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st' = screenEnter d args RS.screen st
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st' = screenEnter d args RS2.screen st
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args = case listSelectedElement is of
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Just (_, ((acct, _, _), _)) -> ["acct:"++accountNameToAccountRegex acct]
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Nothing -> []
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@ -4,20 +4,27 @@ Copyright (c) 2007-2015 Simon Michael <simon@joyful.com>
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Released under GPL version 3 or later.
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TODO:
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reg: don't repeat date/description for postings in same txn
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reg: show a hledger-web-style register
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show journal entries
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--
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switch to next brick release
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reg: use full width
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reg: keep cursor at bottom of screen when jumping to end
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page up/down
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home/end
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reg: use full width
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home/end
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keep cursor at bottom of screen if jumping to end
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reg2: find subaccounts' transactions better
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reg2: track current account better
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reg2: track current query better
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--
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-H
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--drop
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search
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filter
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--
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show journal entries
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depth adjustment
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add
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edit
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options adjustment
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reload on screen change
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reload on redraw
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reload on file change
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-}
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{-# LANGUAGE OverloadedStrings #-}
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{-# LANGUAGE TemplateHaskell #-}
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@ -45,14 +52,15 @@ import Hledger.UI.Options
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import Hledger.UI.UITypes
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import Hledger.UI.UIUtils
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import Hledger.UI.AccountsScreen as AS
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import Hledger.UI.RegisterScreen as RS
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-- import Hledger.UI.RegisterScreen as RS
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import Hledger.UI.RegisterScreen2 as RS2
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----------------------------------------------------------------------
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-- | The available screens.
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appScreens = [
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AS.screen
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,RS.screen
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,RS2.screen
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]
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main :: IO ()
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@ -98,6 +98,6 @@ handleRegisterScreen st@AppState{aScreen=s@RegisterScreen{rsState=is}} e =
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-- fall through to the list's event handler (handles [pg]up/down)
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ev -> do
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is' <- handleEvent ev is
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continue $ st{aScreen=s{rsState=is'}}
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continue st{aScreen=s{rsState=is'}}
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-- continue =<< handleEventLensed st someLens ev
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handleRegisterScreen _ _ = error "event handler called with wrong screen type, should not happen"
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125
hledger-ui/Hledger/UI/RegisterScreen2.hs
Normal file
125
hledger-ui/Hledger/UI/RegisterScreen2.hs
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@ -0,0 +1,125 @@
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-- The register screen, showing account postings, like the CLI register command.
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{-# LANGUAGE OverloadedStrings #-}
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module Hledger.UI.RegisterScreen2
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(screen)
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where
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import Control.Lens ((^.))
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-- import Control.Monad.IO.Class (liftIO)
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import Data.List
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import Data.List.Split (splitOn)
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import Data.Time.Calendar (Day)
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import qualified Data.Vector as V
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import qualified Graphics.Vty as Vty
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import Brick
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import Brick.Widgets.List
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import Brick.Widgets.Border
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import Brick.Widgets.Center
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import Hledger
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import Hledger.Cli hiding (progname,prognameandversion,green)
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import Hledger.UI.Options
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import Hledger.UI.UITypes
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import Hledger.UI.UIUtils
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screen = RegisterScreen2{
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rs2State = list "register" V.empty 1
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,sInitFn = initRegisterScreen2
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,sDrawFn = drawRegisterScreen2
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,sHandleFn = handleRegisterScreen2
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}
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initRegisterScreen2 :: Day -> [String] -> AppState -> AppState
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initRegisterScreen2 d args st@AppState{aopts=opts, ajournal=j, aScreen=s@RegisterScreen2{}} =
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st{aScreen=s{rs2State=is'}}
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where
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is' =
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-- listMoveTo (length items) $
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list (Name "register") (V.fromList items) 1
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(_label,items) = accountTransactionsReport ropts j thisacctq q
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where
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-- XXX temp
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curacct = drop 5 $ head args -- should be "acct:..."
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thisacctq = Acct $ curacct -- XXX why is this excluding subs: accountNameToAccountRegex curacct
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q = queryFromOpts d ropts
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-- query_="cur:\\$"} -- XXX limit to one commodity to ensure one-line items
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--{query_=unwords' $ locArgs l}
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ropts = (reportopts_ cliopts)
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{query_=unwords' args}
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cliopts = cliopts_ opts
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initRegisterScreen2 _ _ _ = error "init function called with wrong screen type, should not happen"
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drawRegisterScreen2 :: AppState -> [Widget]
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drawRegisterScreen2 AppState{aopts=_opts, aScreen=RegisterScreen2{rs2State=is}} = [ui]
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where
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label = str "Transaction "
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<+> cur
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<+> str " of "
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<+> total
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<+> str " to/from this account" -- " <+> str query <+> "and subaccounts"
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cur = str $ case is^.(listSelectedL) of
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Nothing -> "-"
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Just i -> show (i + 1)
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total = str $ show $ length $ is^.(listElementsL)
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-- query = query_ $ reportopts_ $ cliopts_ opts
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box = borderWithLabel label $
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-- hLimit 25 $
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-- vLimit 15 $
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renderList is drawRegisterItem
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ui = box
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_ui = vCenter $ vBox [ hCenter box
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, str " "
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, hCenter $ str "Press Esc to exit."
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]
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drawRegisterScreen2 _ = error "draw function called with wrong screen type, should not happen"
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drawRegisterItem :: Bool -> AccountTransactionsReportItem -> Widget
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drawRegisterItem sel item =
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-- (w,_) <- getViewportSize "register" -- getCurrentViewportSize
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-- st@AppState{aopts=opts} <- getAppState
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-- let opts' = opts{width_=Just $ show w}
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let selStr i = if sel
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then withAttr customAttr (str $ showitem i)
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else str $ showitem i
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showitem (_origt,t,split,acctsstr,postedamt,totalamt) =
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-- make a fake posting to render
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let p = nullposting{
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pdate=Just $ tdate t
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,paccount=if split then intercalate ", " acctnames ++" (split)" else acctsstr
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-- XXX elideAccountName doesn't elide combined split names well
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,pamount=postedamt
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,ptransaction=Just t
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}
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acctnames = nub $ sort $ splitOn ", " acctsstr -- XXX
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in
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intercalate ", " $ map strip $ lines $
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postingsReportItemAsText defcliopts{width_=Just "160"} $ -- XXX
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mkpostingsReportItem True True PrimaryDate Nothing p totalamt
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-- fmt = BottomAligned [
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-- FormatField False (Just 20) Nothing TotalField
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-- , FormatLiteral " "
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-- , FormatField True (Just 2) Nothing DepthSpacerField
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-- , FormatField True Nothing Nothing AccountField
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-- ]
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in
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selStr item
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handleRegisterScreen2 :: AppState -> Vty.Event -> EventM (Next AppState)
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handleRegisterScreen2 st@AppState{aopts=_opts,aScreen=s@RegisterScreen2{rs2State=is}} e = do
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case e of
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Vty.EvKey Vty.KEsc [] -> halt st
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Vty.EvKey (Vty.KChar 'q') [] -> halt st
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Vty.EvKey (Vty.KLeft) [] -> continue $ popScreen st
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-- Vty.EvKey (Vty.KRight) [] -> error (show curItem) where curItem = listSelectedElement is
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-- fall through to the list's event handler (handles [pg]up/down)
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ev -> do
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is' <- handleEvent ev is
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continue st{aScreen=s{rs2State=is'}}
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-- continue =<< handleEventLensed st someLens ev
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handleRegisterScreen2 _ _ = error "event handler called with wrong screen type, should not happen"
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@ -37,5 +37,11 @@ data Screen =
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,sDrawFn :: AppState -> [Widget]
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}
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deriving (Show)
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| RegisterScreen2 {
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rs2State :: List AccountTransactionsReportItem
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,sInitFn :: Day -> [String] -> AppState -> AppState
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,sHandleFn :: AppState -> V.Event -> EventM (Next AppState)
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,sDrawFn :: AppState -> [Widget]
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}
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instance Show (List a) where show _ = "<List>"
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@ -78,4 +78,5 @@ executable hledger-ui
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Hledger.UI.UIUtils
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Hledger.UI.AccountsScreen
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Hledger.UI.RegisterScreen
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Hledger.UI.RegisterScreen2
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default-language: Haskell2010
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