accounting/frontend/components/accountOverview.vue

540 lines
15 KiB
Vue
Raw Normal View History

2024-01-17 22:02:41 +00:00
<template>
<div>
<div class="container-fluid">
<div class="row">
<div class="col d-flex align-items-center">
2024-01-17 22:02:41 +00:00
<range-selector
v-model="timeRange"
/>
</div>
<div class="col d-flex text-center flex-column">
<span class="fs-3 text-semibold">{{ accountIdToName[accountId] }}</span>
<div class="d-flex align-items-center mx-auto">
<div class="d-inline-flex text-center flex-column mx-4">
{{ formatNumber(account.balance - balanceUncleared) }}
<span class="form-text mt-0">
<i class="fas fa-fw fa-copyright mr-1 text-success" />
Cleared Balance
</span>
</div>
+
<div class="d-inline-flex text-center flex-column mx-4">
{{ formatNumber(balanceUncleared) }}
<span class="form-text mt-0">
<i class="fas fa-fw fa-copyright mr-1" />
Uncleared Balance
</span>
</div>
=
<div class="d-inline-flex text-center flex-column mx-4">
{{ formatNumber(account.balance) }}
<span class="form-text mt-0">Working Balance</span>
</div>
</div>
2024-01-17 22:02:41 +00:00
</div>
<div class="col d-flex align-items-center justify-content-end">
<div class="btn-group btn-group-sm">
<button
class="btn"
2024-01-17 22:17:21 +00:00
@click="showAddTransaction = !showAddTransaction"
2024-01-17 22:02:41 +00:00
>
<i class="fas fa-fw fa-plus-circle mr-1" />
Add Transaction
</button>
<button
class="btn"
data-bs-toggle="modal"
data-bs-target="#transferMoneyModal"
>
<i class="fas fa-fw fa-arrow-right-arrow-left mr-1" />
Add Transfer
</button>
<button
class="btn text-danger"
:disabled="selectedTx.length < 1"
@click="deleteSelected"
>
<i class="fas fa-fw fa-trash mr-1" />
Delete Selected
</button>
</div>
</div>
</div>
<div class="row mt-3">
<div class="col">
<table class="table table-striped small">
<thead>
<tr>
<th class="minimized-column">
<input
type="checkbox"
@change="updateSelectAll"
>
</th>
<th class="minimized-column">
Date
</th>
<th>Payee</th>
<th v-if="account.type !== 'tracking'">
Category
</th>
2024-01-17 22:02:41 +00:00
<th>Description</th>
<th class="minimized-amount text-end">
2024-01-17 22:02:41 +00:00
Amount
</th>
<th class="minimized-column">
<i class="fas fa-copyright" />
</th>
</tr>
</thead>
<tbody>
<tr v-if="showAddTransaction">
<td />
<td>
<input
v-model="form.date"
class="form-control form-control-sm"
type="date"
>
</td>
<td>
<input
v-model="form.payee"
class="form-control form-control-sm"
type="text"
>
</td>
<td v-if="account.type !== 'tracking'">
2024-01-17 22:02:41 +00:00
<select
v-model="form.category"
class="form-select form-select-sm"
>
<option
v-for="cat in categories"
:key="cat.id"
:value="cat.id"
>
{{ cat.name }}
</option>
</select>
</td>
<td>
<input
v-model="form.description"
class="form-control form-control-sm"
type="text"
>
</td>
<td>
<input
v-model="form.amount"
class="form-control form-control-sm"
type="number"
step="0.01"
@keypress.enter="createTransaction"
>
</td>
<td class="align-middle">
<input
v-model="form.cleared"
type="checkbox"
@keypress.enter="createTransaction"
>
</td>
</tr>
<tr
v-for="tx in sortedTransactions"
:key="tx.id"
>
<td>
<input
v-model="selectedTxRaw[tx.id]"
type="checkbox"
>
</td>
<td class="minimized-column">
{{ new Date(tx.time).toLocaleDateString() }}
</td>
<td>{{ tx.payee }}</td>
<td v-if="account.type !== 'tracking'">
{{ accountIdToName[tx.category] }}
</td>
2024-01-17 22:02:41 +00:00
<td>{{ tx.description }}</td>
<td :class="{'minimized-amount text-end': true, 'text-danger': tx.amount < 0}">
2024-01-17 22:02:41 +00:00
{{ formatNumber(tx.amount) }}
</td>
<td>
<a
href="#"
:class="{'text-decoration-none':true, 'text-muted': !tx.cleared, 'text-success': tx.cleared}"
@click.prevent="markCleared(tx.id, !tx.cleared)"
>
<i class="fas fa-copyright" />
</a>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<div
id="transferMoneyModal"
ref="transferMoneyModal"
class="modal fade"
tabindex="-1"
aria-labelledby="transferMoneyModalLabel"
aria-hidden="true"
>
<div class="modal-dialog modal-sm">
<div class="modal-content">
<div class="modal-header">
<h1
id="transferMoneyModalLabel"
class="modal-title fs-5"
>
Transfer Money
</h1>
<button
type="button"
class="btn-close"
data-bs-dismiss="modal"
aria-label="Close"
/>
</div>
<div class="modal-body">
<div class="mb-3">
<label
for="transferMoneyModalFrom"
class="form-label"
>From</label>
<select
id="transferMoneyModalFrom"
v-model="modals.createTransfer.from"
class="form-select"
>
<option
v-for="acc in transferableAccounts"
:key="acc.id"
:value="acc.id"
>
{{ acc.name }}
</option>
</select>
</div>
<div class="mb-3">
<label
for="transferMoneyModalTo"
class="form-label"
>To</label>
<select
id="transferMoneyModalTo"
v-model="modals.createTransfer.to"
class="form-select"
>
<option
v-for="acc in transferableAccounts"
:key="acc.id"
:value="acc.id"
>
{{ acc.name }}
</option>
</select>
</div>
<div class="mb-3">
<label
for="transferMoneyModalCategory"
class="form-label"
>Category</label>
<select
id="transferMoneyModalCategory"
v-model="modals.createTransfer.category"
class="form-select"
:disabled="!transferCategoryActive"
>
<option
v-for="cat in categories"
:key="cat.id"
:value="cat.id"
>
{{ cat.name }}
</option>
</select>
</div>
<div class="mb-3">
<label
for="transferMoneyModalAmount"
class="form-label"
>Amount</label>
<div class="input-group">
<input
id="transferMoneyModalAmount"
v-model.number="modals.createTransfer.amount"
type="number"
min="0.01"
step="0.01"
class="form-control text-end"
>
<span class="input-group-text"></span>
</div>
</div>
</div>
<div class="modal-footer">
<button
type="button"
class="btn btn-primary"
:disabled="!transferModalValid"
@click="transferMoney"
>
<i class="fas fa-fw fa-arrow-right-arrow-left mr-1" />
Transfer
</button>
</div>
</div>
</div>
</div>
</div>
</template>
<script>
/* eslint-disable sort-imports */
import { Modal } from 'bootstrap'
import { formatNumber, responseToJSON } from '../helpers'
import rangeSelector from './rangeSelector.vue'
export default {
components: { rangeSelector },
computed: {
account() {
return this.accounts.filter(acc => acc.id === this.accountId)[0] || {}
},
2024-01-17 22:02:41 +00:00
accountIdToName() {
return Object.fromEntries(this.accounts.map(acc => [acc.id, acc.name]))
},
accountTypes() {
return Object.fromEntries(this.accounts.map(acc => [acc.id, acc.type]))
},
balanceUncleared() {
return this.transactions
.filter(tx => !tx.cleared)
.reduce((sum, tx) => sum + tx.amount, 0)
},
2024-01-17 22:02:41 +00:00
categories() {
const cats = this.accounts.filter(acc => acc.type === 'category')
cats.sort((a, b) => a.name.localeCompare(b.name))
return cats
},
selectedTx() {
return Object.entries(this.selectedTxRaw)
.filter(e => e[1])
.map(e => e[0])
},
sortedTransactions() {
const tx = [...this.transactions]
tx.sort((b, a) => new Date(a.time).getTime() - new Date(b.time).getTime())
return tx
},
transferCategoryActive() {
return this.modals.createTransfer.from && this.modals.createTransfer.to && this.accountTypes[this.modals.createTransfer.from] !== this.accountTypes[this.modals.createTransfer.to]
},
transferModalValid() {
if (!this.modals.createTransfer.from || !this.modals.createTransfer.to) {
return false
}
if (this.modals.createTransfer.from === this.modals.createTransfer.to) {
return false
}
const tFrom = this.accountTypes[this.modals.createTransfer.from]
const tTo = this.accountTypes[this.modals.createTransfer.to]
if (tFrom !== tTo && !this.modals.createTransfer.category) {
return false
}
if (tFrom === tTo && this.modals.createTransfer.category) {
return false
}
return true
},
transferableAccounts() {
const accs = (this.accounts || []).filter(acc => acc.type !== 'category')
accs.sort((a, b) => a.name.localeCompare(b.name))
return accs
},
},
data() {
return {
form: {
amount: 0,
category: '',
cleared: false,
date: new Date().toISOString()
.split('T')[0],
description: '',
payee: '',
},
modals: {
createTransfer: {
amount: 0,
category: '',
from: '',
to: '',
},
},
selectedTxRaw: {},
showAddTransaction: false,
timeRange: {},
transactions: [],
}
},
methods: {
createTransaction() {
return fetch('/api/transactions', {
body: JSON.stringify({
...this.form,
account: this.accountId,
category: this.form.category || null,
2024-01-17 22:02:41 +00:00
time: new Date(this.form.date),
}),
headers: {
'Content-Type': 'application/json',
},
method: 'POST',
})
.then(responseToJSON)
.then(() => {
this.$emit('update-accounts')
this.fetchTransactions()
this.showAddTransaction = false
this.form = {
amount: 0,
category: '',
cleared: false,
date: this.form.date,
description: '',
payee: '',
}
})
},
deleteSelected() {
const actions = []
for (const id of this.selectedTx) {
actions.push(fetch(`/api/transactions/${id}`, {
method: 'DELETE',
}))
}
Promise.all(actions)
.then(() => {
this.$emit('update-accounts')
this.fetchTransactions()
})
},
fetchTransactions() {
const since = this.timeRange.start.toISOString()
const until = this.timeRange.end.toISOString()
return fetch(`/api/accounts/${this.accountId}/transactions?since=${since}&until=${until}`)
.then(resp => resp.json())
.then(txs => {
this.transactions = txs
this.selectedTxRaw = {}
})
},
formatNumber,
markCleared(txId, cleared) {
return fetch(`/api/transactions/${txId}?cleared=${cleared}`, {
method: 'PATCH',
})
.then(() => this.fetchTransactions())
},
transferMoney() {
const params = new URLSearchParams()
params.set('amount', this.modals.createTransfer.amount.toFixed(2))
if (this.modals.createTransfer.category) {
params.set('category', this.modals.createTransfer.category)
}
return fetch(`/api/accounts/${this.modals.createTransfer.from}/transfer/${this.modals.createTransfer.to}?${params.toString()}`, {
method: 'PUT',
})
.then(() => {
this.$emit('update-accounts')
this.fetchTransactions()
2024-01-17 22:02:41 +00:00
Modal.getInstance(this.$refs.transferMoneyModal).toggle()
this.modals.createTransfer = {
amount: 0,
category: '',
from: '',
to: this.accountId,
}
})
},
updateSelectAll(evt) {
this.selectedTxRaw = Object.fromEntries(this.transactions.map(tx => [tx.id, evt.target.checked]))
},
},
mounted() {
this.modals.createTransfer.to = this.accountId
this.fetchTransactions()
},
name: 'AccountingAppAccountOverview',
props: {
accountId: {
required: true,
type: String,
},
accounts: {
required: true,
type: Array,
},
},
watch: {
accountId(to) {
this.modals.createTransfer.to = to
this.fetchTransactions()
},
timeRange() {
this.fetchTransactions()
},
},
}
</script>