feat: recurring expenses and reports
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juancwu
parent
cda4f61939
commit
9e6ff67a87
23 changed files with 2943 additions and 56 deletions
409
internal/ui/components/recurring/recurring.templ
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409
internal/ui/components/recurring/recurring.templ
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package recurring
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import (
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"fmt"
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"git.juancwu.dev/juancwu/budgit/internal/model"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/badge"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/button"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/csrf"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/datepicker"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/dialog"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/icon"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/input"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/label"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/paymentmethod"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/radio"
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"git.juancwu.dev/juancwu/budgit/internal/ui/components/tagsinput"
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)
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func frequencyLabel(f model.Frequency) string {
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switch f {
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case model.FrequencyDaily:
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return "Daily"
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case model.FrequencyWeekly:
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return "Weekly"
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case model.FrequencyBiweekly:
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return "Biweekly"
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case model.FrequencyMonthly:
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return "Monthly"
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case model.FrequencyYearly:
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return "Yearly"
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default:
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return string(f)
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}
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}
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templ RecurringItem(spaceID string, re *model.RecurringExpenseWithTagsAndMethod, methods []*model.PaymentMethod) {
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{{ editDialogID := "edit-recurring-" + re.ID }}
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{{ delDialogID := "del-recurring-" + re.ID }}
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<div id={ "recurring-" + re.ID } class="p-4 flex justify-between items-start gap-2">
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<div class="min-w-0 flex-1">
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<div class="flex items-center gap-2">
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<p class="font-medium">{ re.Description }</p>
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if !re.IsActive {
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@badge.Badge(badge.Props{Variant: badge.VariantSecondary}) {
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Paused
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}
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}
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</div>
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<div class="flex items-center gap-2 text-sm text-muted-foreground">
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@badge.Badge(badge.Props{Variant: badge.VariantOutline}) {
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{ frequencyLabel(re.Frequency) }
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}
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<span>Next: { re.NextOccurrence.Format("Jan 02, 2006") }</span>
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if re.PaymentMethod != nil {
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if re.PaymentMethod.LastFour != nil {
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<span>· { re.PaymentMethod.Name } (*{ *re.PaymentMethod.LastFour })</span>
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} else {
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<span>· { re.PaymentMethod.Name }</span>
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}
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}
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</div>
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if len(re.Tags) > 0 {
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<div class="flex flex-wrap gap-1 mt-1">
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for _, t := range re.Tags {
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@badge.Badge(badge.Props{Variant: badge.VariantSecondary}) {
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{ t.Name }
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}
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}
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</div>
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}
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</div>
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<div class="flex items-center gap-1 shrink-0">
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if re.Type == model.ExpenseTypeExpense {
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<p class="font-bold text-destructive">
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- { fmt.Sprintf("$%.2f", float64(re.AmountCents)/100.0) }
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</p>
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} else {
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<p class="font-bold text-green-500">
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+ { fmt.Sprintf("$%.2f", float64(re.AmountCents)/100.0) }
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</p>
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}
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// Toggle pause/resume
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@button.Button(button.Props{
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Variant: button.VariantGhost,
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Size: button.SizeIcon,
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Class: "size-7",
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Attributes: templ.Attributes{
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"hx-post": fmt.Sprintf("/app/spaces/%s/recurring/%s/toggle", spaceID, re.ID),
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"hx-target": "#recurring-" + re.ID,
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"hx-swap": "outerHTML",
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},
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}) {
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if re.IsActive {
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@icon.Pause(icon.Props{Size: 14})
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} else {
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@icon.Play(icon.Props{Size: 14})
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}
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}
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// Edit button
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@dialog.Dialog(dialog.Props{ID: editDialogID}) {
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@dialog.Trigger() {
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@button.Button(button.Props{Variant: button.VariantGhost, Size: button.SizeIcon, Class: "size-7"}) {
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@icon.Pencil(icon.Props{Size: 14})
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}
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}
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@dialog.Content() {
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@dialog.Header() {
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@dialog.Title() {
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Edit Recurring Transaction
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}
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@dialog.Description() {
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Update the details of this recurring transaction.
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}
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}
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@EditRecurringForm(spaceID, re, methods)
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}
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}
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// Delete button
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@dialog.Dialog(dialog.Props{ID: delDialogID}) {
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@dialog.Trigger() {
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@button.Button(button.Props{Variant: button.VariantGhost, Size: button.SizeIcon, Class: "size-7"}) {
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@icon.Trash2(icon.Props{Size: 14})
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}
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}
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@dialog.Content() {
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@dialog.Header() {
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@dialog.Title() {
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Delete Recurring Transaction
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}
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@dialog.Description() {
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Are you sure you want to delete "{ re.Description }"? This will not remove previously generated expenses.
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}
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}
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@dialog.Footer() {
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@dialog.Close() {
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@button.Button(button.Props{Variant: button.VariantOutline}) {
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Cancel
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}
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}
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@button.Button(button.Props{
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Variant: button.VariantDestructive,
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Attributes: templ.Attributes{
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"hx-delete": fmt.Sprintf("/app/spaces/%s/recurring/%s", spaceID, re.ID),
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"hx-target": "#recurring-" + re.ID,
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"hx-swap": "outerHTML",
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},
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}) {
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Delete
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}
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}
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}
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}
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</div>
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</div>
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}
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templ AddRecurringForm(spaceID string, tags []*model.Tag, methods []*model.PaymentMethod, dialogID string) {
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<form
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hx-post={ "/app/spaces/" + spaceID + "/recurring" }
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hx-target="#recurring-list"
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hx-swap="beforeend"
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_={ "on htmx:afterOnLoad if event.detail.xhr.status == 200 then call window.tui.dialog.close('" + dialogID + "') then reset() me end" }
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class="space-y-4"
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>
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@csrf.Token()
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// Type
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<div class="flex gap-4">
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<div class="flex items-start gap-3">
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@radio.Radio(radio.Props{
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ID: "recurring-type-expense",
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Name: "type",
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Value: "expense",
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Checked: true,
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})
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<div class="grid gap-2">
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@label.Label(label.Props{For: "recurring-type-expense"}) {
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Expense
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}
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</div>
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</div>
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<div class="flex items-start gap-3">
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@radio.Radio(radio.Props{
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ID: "recurring-type-topup",
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Name: "type",
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Value: "topup",
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})
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<div class="grid gap-2">
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@label.Label(label.Props{For: "recurring-type-topup"}) {
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Top-up
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}
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</div>
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</div>
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</div>
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// Description
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<div>
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@label.Label(label.Props{For: "recurring-description"}) {
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Description
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}
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@input.Input(input.Props{
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Name: "description",
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ID: "recurring-description",
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Attributes: templ.Attributes{"required": "true"},
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})
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</div>
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// Amount
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<div>
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@label.Label(label.Props{For: "recurring-amount"}) {
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Amount
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}
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@input.Input(input.Props{
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Name: "amount",
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ID: "recurring-amount",
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Type: "number",
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Attributes: templ.Attributes{"step": "0.01", "required": "true"},
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})
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</div>
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// Frequency
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<div>
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@label.Label(label.Props{For: "recurring-frequency"}) {
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Frequency
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}
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<select name="frequency" id="recurring-frequency" class="flex h-10 w-full rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background" required>
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<option value="daily">Daily</option>
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<option value="weekly">Weekly</option>
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<option value="biweekly">Biweekly</option>
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<option value="monthly" selected>Monthly</option>
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<option value="yearly">Yearly</option>
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</select>
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</div>
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// Start Date
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<div>
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@label.Label(label.Props{For: "recurring-start-date"}) {
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Start Date
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}
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@datepicker.DatePicker(datepicker.Props{
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ID: "recurring-start-date",
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Name: "start_date",
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Attributes: templ.Attributes{"required": "true"},
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})
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</div>
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// End Date (optional)
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<div>
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@label.Label(label.Props{For: "recurring-end-date"}) {
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End Date (optional)
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}
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@datepicker.DatePicker(datepicker.Props{
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ID: "recurring-end-date",
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Name: "end_date",
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})
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</div>
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// Tags
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<div>
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@label.Label(label.Props{For: "recurring-tags"}) {
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Tags
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}
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<datalist id="recurring-available-tags">
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for _, t := range tags {
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<option value={ t.Name }></option>
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}
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</datalist>
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@tagsinput.TagsInput(tagsinput.Props{
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ID: "recurring-tags",
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Name: "tags",
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Placeholder: "Add tags (press enter)",
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Attributes: templ.Attributes{"list": "recurring-available-tags"},
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})
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</div>
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// Payment Method
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@paymentmethod.MethodSelector(methods, nil)
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<div class="flex justify-end">
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@button.Button(button.Props{Type: button.TypeSubmit}) {
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Save
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}
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</div>
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</form>
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}
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templ EditRecurringForm(spaceID string, re *model.RecurringExpenseWithTagsAndMethod, methods []*model.PaymentMethod) {
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{{ editDialogID := "edit-recurring-" + re.ID }}
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{{ tagValues := make([]string, len(re.Tags)) }}
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for i, t := range re.Tags {
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{{ tagValues[i] = t.Name }}
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}
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<form
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hx-patch={ fmt.Sprintf("/app/spaces/%s/recurring/%s", spaceID, re.ID) }
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hx-target={ "#recurring-" + re.ID }
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hx-swap="outerHTML"
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_={ "on htmx:afterOnLoad if event.detail.xhr.status == 200 then call window.tui.dialog.close('" + editDialogID + "') end" }
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class="space-y-4"
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>
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@csrf.Token()
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// Type
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<div class="flex gap-4">
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<div class="flex items-start gap-3">
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@radio.Radio(radio.Props{
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ID: "edit-recurring-type-expense-" + re.ID,
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Name: "type",
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Value: "expense",
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Checked: re.Type == model.ExpenseTypeExpense,
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})
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<div class="grid gap-2">
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@label.Label(label.Props{For: "edit-recurring-type-expense-" + re.ID}) {
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Expense
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}
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</div>
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</div>
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<div class="flex items-start gap-3">
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@radio.Radio(radio.Props{
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ID: "edit-recurring-type-topup-" + re.ID,
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Name: "type",
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Value: "topup",
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Checked: re.Type == model.ExpenseTypeTopup,
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})
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<div class="grid gap-2">
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@label.Label(label.Props{For: "edit-recurring-type-topup-" + re.ID}) {
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Top-up
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}
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</div>
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</div>
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</div>
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// Description
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<div>
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@label.Label(label.Props{For: "edit-recurring-desc-" + re.ID}) {
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Description
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}
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@input.Input(input.Props{
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Name: "description",
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ID: "edit-recurring-desc-" + re.ID,
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Value: re.Description,
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Attributes: templ.Attributes{"required": "true"},
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})
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</div>
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// Amount
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<div>
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@label.Label(label.Props{For: "edit-recurring-amount-" + re.ID}) {
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Amount
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}
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@input.Input(input.Props{
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Name: "amount",
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ID: "edit-recurring-amount-" + re.ID,
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Type: "number",
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Value: fmt.Sprintf("%.2f", float64(re.AmountCents)/100.0),
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Attributes: templ.Attributes{"step": "0.01", "required": "true"},
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})
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</div>
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// Frequency
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<div>
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@label.Label(label.Props{For: "edit-recurring-freq-" + re.ID}) {
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Frequency
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}
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<select name="frequency" id={ "edit-recurring-freq-" + re.ID } class="flex h-10 w-full rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background" required>
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<option value="daily" selected?={ re.Frequency == model.FrequencyDaily }>Daily</option>
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<option value="weekly" selected?={ re.Frequency == model.FrequencyWeekly }>Weekly</option>
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<option value="biweekly" selected?={ re.Frequency == model.FrequencyBiweekly }>Biweekly</option>
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<option value="monthly" selected?={ re.Frequency == model.FrequencyMonthly }>Monthly</option>
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<option value="yearly" selected?={ re.Frequency == model.FrequencyYearly }>Yearly</option>
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</select>
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</div>
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// Start Date
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<div>
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@label.Label(label.Props{For: "edit-recurring-start-" + re.ID}) {
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Start Date
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}
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@datepicker.DatePicker(datepicker.Props{
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ID: "edit-recurring-start-" + re.ID,
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Name: "start_date",
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Value: re.StartDate,
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Attributes: templ.Attributes{"required": "true"},
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})
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</div>
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// End Date (optional)
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<div>
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@label.Label(label.Props{For: "edit-recurring-end-" + re.ID}) {
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End Date (optional)
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}
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if re.EndDate != nil {
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@datepicker.DatePicker(datepicker.Props{
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ID: "edit-recurring-end-" + re.ID,
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Name: "end_date",
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Value: *re.EndDate,
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})
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} else {
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@datepicker.DatePicker(datepicker.Props{
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ID: "edit-recurring-end-" + re.ID,
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Name: "end_date",
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})
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}
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</div>
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// Tags
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<div>
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@label.Label(label.Props{For: "edit-recurring-tags-" + re.ID}) {
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Tags
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}
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@tagsinput.TagsInput(tagsinput.Props{
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ID: "edit-recurring-tags-" + re.ID,
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Name: "tags",
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Value: tagValues,
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Placeholder: "Add tags (press enter)",
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})
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</div>
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// Payment Method
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@paymentmethod.MethodSelector(methods, re.PaymentMethodID)
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<div class="flex justify-end">
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@button.Button(button.Props{Type: button.TypeSubmit}) {
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Save
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}
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</div>
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</form>
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}
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