mirror of
https://github.com/aclindsa/moneygo.git
synced 2024-12-25 23:23:21 -05:00
Add basic transaction register support
This commit is contained in:
parent
b1e5e26338
commit
4f61f9e74d
@ -31,7 +31,7 @@ type Account struct {
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// monotonically-increasing account transaction version number. Used for
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// allowing a client to ensure they have a consistent version when paging
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// through transactions.
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Version int64
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AccountVersion int64 `json:"Version"`
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}
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type AccountList struct {
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@ -127,7 +127,7 @@ func insertUpdateAccount(a *Account, insert bool) error {
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return err
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}
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a.Version = oldacct.Version + 1
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a.AccountVersion = oldacct.AccountVersion + 1
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count, err := transaction.Update(a)
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if err != nil {
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@ -227,7 +227,7 @@ func AccountHandler(w http.ResponseWriter, r *http.Request) {
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}
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account.AccountId = -1
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account.UserId = user.UserId
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account.Version = 0
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account.AccountVersion = 0
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if GetSecurity(account.SecurityId) == nil {
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WriteError(w, 3 /*Invalid Request*/)
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489
static/account_register.js
Normal file
489
static/account_register.js
Normal file
@ -0,0 +1,489 @@
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// Import all the objects we want to use from ReactBootstrap
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var Modal = ReactBootstrap.Modal;
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var Label = ReactBootstrap.Label;
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var Table = ReactBootstrap.Table;
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var Grid = ReactBootstrap.Grid;
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var Row = ReactBootstrap.Row;
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var Col = ReactBootstrap.Col;
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var DateTimePicker = ReactWidgets.DateTimePicker;
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const TransactionRow = React.createClass({
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handleClick: function(e) {
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const refs = ["date", "number", "description", "account", "status", "amount"];
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for (var ref in refs) {
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if (this.refs[refs[ref]].getDOMNode() == e.target) {
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this.props.onEdit(this.props.transaction, refs[ref]);
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return;
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}
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}
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},
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render: function() {
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var date = this.props.transaction.Date;
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var dateString = date.getFullYear() + "/" + (date.getMonth()+1) + "/" + date.getDate();
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var number = ""
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var accountName = "";
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var status = "";
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var security = this.props.security_map[this.props.account.SecurityId];
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if (this.props.transaction.isTransaction()) {
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var thisAccountSplit;
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for (var i = 0; i < this.props.transaction.Splits.length; i++) {
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if (this.props.transaction.Splits[i].AccountId == this.props.account.AccountId) {
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thisAccountSplit = this.props.transaction.Splits[i];
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break;
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}
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}
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if (this.props.transaction.Splits.length == 2) {
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var otherSplit = this.props.transaction.Splits[0];
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if (otherSplit.AccountId == this.props.account.AccountId)
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var otherSplit = this.props.transaction.Splits[1];
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var accountName = getAccountDisplayName(this.props.account_map[otherSplit.AccountId], this.props.account_map);
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} else {
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accountName = "--Split Transaction--";
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}
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var amount = "$" + thisAccountSplit.Amount.toFixed(security.Precision);
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status = TransactionStatusMap[this.props.transaction.Status];
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number = thisAccountSplit.Number;
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} else {
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var amount = "$" + (new Big(0.0)).toFixed(security.Precision);
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}
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return (
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<tr>
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<td ref="date" onClick={this.handleClick}>{dateString}</td>
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<td ref="number" onClick={this.handleClick}>{number}</td>
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<td ref="description" onClick={this.handleClick}>{this.props.transaction.Description}</td>
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<td ref="account" onClick={this.handleClick}>{accountName}</td>
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<td ref="status" onClick={this.handleClick}>{status}</td>
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<td ref="amount" onClick={this.handleClick}>{amount}</td>
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<td>$??.??</td>
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</tr>);
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}
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});
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const AddEditTransactionModal = React.createClass({
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_getInitialState: function(props) {
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// Ensure we can edit this without screwing up other copies of it
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var t = props.transaction.deepCopy();
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return {transaction: t};
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},
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getInitialState: function() {
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return this._getInitialState(this.props);
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},
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handleCancel: function() {
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if (this.props.onCancel != null)
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this.props.onCancel();
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},
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handleDescriptionChange: function() {
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var transaction = this.state.transaction.deepCopy();
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transaction.Description = this.refs.description.getValue();
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this.setState({
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transaction: transaction
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});
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},
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handleDateChange: function(date, string) {
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if (date == null)
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return;
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var transaction = this.state.transaction.deepCopy();
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transaction.Date = date;
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this.setState({
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transaction: transaction
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});
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},
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handleStatusChange: function(status) {
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if (status.hasOwnProperty('StatusId')) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Status = status.StatusId;
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this.setState({
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transaction: transaction
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});
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}
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},
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handleDeleteSplit: function(split) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Splits.splice(split, 1);
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this.setState({
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transaction: transaction
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});
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},
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handleUpdateNumber: function(split) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Splits[split].Number = this.refs['number-'+split].getValue();
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this.setState({
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transaction: transaction
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});
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},
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handleUpdateMemo: function(split) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Splits[split].Memo = this.refs['memo-'+split].getValue();
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this.setState({
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transaction: transaction
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});
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},
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handleUpdateAccount: function(account, split) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Splits[split].AccountId = account.AccountId;
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this.setState({
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transaction: transaction
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});
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},
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handleUpdateAmount: function(split) {
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var transaction = this.state.transaction.deepCopy();
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transaction.Splits[split].Amount = new Big(this.refs['amount-'+split].getValue());
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this.setState({
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transaction: transaction
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});
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},
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handleSubmit: function() {
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if (this.props.onSubmit != null)
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this.props.onSubmit(this.state.transaction);
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},
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handleDelete: function() {
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if (this.props.onDelete != null)
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this.props.onDelete(this.state.transaction);
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},
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componentWillReceiveProps: function(nextProps) {
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if (nextProps.show && !this.props.show) {
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this.setState(this._getInitialState(nextProps));
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}
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},
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render: function() {
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var editing = this.props.transaction != null && this.props.transaction.isTransaction();
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var headerText = editing ? "Edit" : "Create New";
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var buttonText = editing ? "Save Changes" : "Create Transaction";
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var deleteButton = [];
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if (editing) {
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deleteButton = (
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<Button onClick={this.handleDelete} bsStyle="danger">Delete Transaction</Button>
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);
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}
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splits = [];
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for (var i = 0; i < this.state.transaction.Splits.length; i++) {
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var self = this;
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var s = this.state.transaction.Splits[i];
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// Define all closures for calling split-updating functions
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var deleteSplitFn = (function() {
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var j = i;
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return function() {self.handleDeleteSplit(j);};
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})();
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var updateNumberFn = (function() {
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var j = i;
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return function() {self.handleUpdateNumber(j);};
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})();
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var updateMemoFn = (function() {
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var j = i;
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return function() {self.handleUpdateMemo(j);};
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})();
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var updateAccountFn = (function() {
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var j = i;
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return function(account) {self.handleUpdateAccount(account, j);};
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})();
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var updateAmountFn = (function() {
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var j = i;
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return function() {self.handleUpdateAmount(j);};
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})();
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var deleteSplitButton = [];
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if (this.state.transaction.Splits.length > 2) {
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deleteSplitButton = (
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<Col xs={1}><Button onClick={deleteSplitFn}
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bsStyle="danger">
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<Glyphicon glyph='trash' /></Button></Col>
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);
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}
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splits.push((
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<Row>
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<Col xs={1}><Input
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type="text"
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value={s.Number}
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onChange={updateNumberFn}
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ref={"number-"+i} /></Col>
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<Col xs={5}><Input
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type="text"
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value={s.Memo}
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onChange={updateMemoFn}
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ref={"memo-"+i} /></Col>
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<Col xs={3}><AccountCombobox
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accounts={this.props.accounts}
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account_map={this.props.account_map}
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value={s.AccountId}
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includeRoot={false}
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onSelect={updateAccountFn}
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ref={"account-"+i} /></Col>
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<Col xs={2}><Input type="text"
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value={s.Amount}
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onChange={updateAmountFn}
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ref={"amount-"+i} /></Col>
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{deleteSplitButton}
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</Row>
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));
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}
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return (
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<Modal show={this.props.show} onHide={this.handleCancel} bsSize="large">
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<Modal.Header closeButton>
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<Modal.Title>{headerText} Transaction</Modal.Title>
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</Modal.Header>
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<Modal.Body>
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<form onSubmit={this.handleSubmit}
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className="form-horizontal">
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<Input wrapperClassName="wrapper"
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label="Date"
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labelClassName="col-xs-2"
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wrapperClassName="col-xs-10">
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<DateTimePicker
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time={false}
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defaultValue={this.state.transaction.Date}
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onChange={this.handleDateChange} />
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</Input>
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<Input type="text"
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label="Description"
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value={this.state.transaction.Description}
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onChange={this.handleDescriptionChange}
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ref="description"
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labelClassName="col-xs-2"
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wrapperClassName="col-xs-10"/>
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<Input wrapperClassName="wrapper"
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label="Status"
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labelClassName="col-xs-2"
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wrapperClassName="col-xs-10">
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<Combobox
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data={TransactionStatusList}
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valueField='StatusId'
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textField='Name'
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value={this.state.transaction.Status}
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onSelect={this.handleStatusChange}
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ref="status" />
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</Input>
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<Grid fluid={true}><Row>
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<span className="split-header col-xs-1">#</span>
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<span className="split-header col-xs-5">Memo</span>
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<span className="split-header col-xs-3">Account</span>
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<span className="split-header col-xs-2">Amount</span>
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</Row>
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{splits}
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</Grid>
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</form>
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</Modal.Body>
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<Modal.Footer>
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<ButtonGroup className="pull-right">
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<Button onClick={this.handleCancel} bsStyle="warning">Cancel</Button>
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{deleteButton}
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<Button onClick={this.handleSubmit} bsStyle="success">{buttonText}</Button>
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</ButtonGroup>
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</Modal.Footer>
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</Modal>
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);
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}
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});
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const AccountRegister = React.createClass({
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getInitialState: function() {
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return {
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editingTransaction: false,
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selectedTransaction: new Transaction(),
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transactions: []
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};
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},
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handleEditTransaction: function(transaction, fieldName) {
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//TODO select fieldName first when editing
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this.setState({
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selectedTransaction: transaction,
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editingTransaction: true
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});
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},
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handleEditingCancel: function() {
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this.setState({
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editingTransaction: false
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});
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},
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ajaxError: function(jqXHR, status, error) {
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var e = new Error();
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e.ErrorId = 5;
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e.ErrorString = "Request Failed: " + status + error;
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this.setState({error: e});
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},
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getTransactionPage: function(account, page) {
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$.ajax({
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type: "GET",
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dataType: "json",
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url: "account/"+account.AccountId+"/transactions?sort=date-desc&limit=50&page="+page,
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success: function(data, status, jqXHR) {
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var e = new Error();
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var transactions = [];
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e.fromJSON(data);
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if (e.isError()) {
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this.setState({error: e});
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} else {
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for (var i = 0; i < data.transactions.length; i++) {
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var t = new Transaction();
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t.fromJSON(data.transactions[i]);
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transactions.push(t);
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}
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}
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var a = new Account();
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a.fromJSON(data.account);
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this.setState({transactions: transactions});
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}.bind(this),
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error: this.ajaxError
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});
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},
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onNewTransaction: function() {
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this.getTransactionPage(this.props.selectedAccount, 0);
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},
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onUpdatedTransaction: function() {
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this.getTransactionPage(this.props.selectedAccount, 0);
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},
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onDeletedTransaction: function() {
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this.getTransactionPage(this.props.selectedAccount, 0);
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},
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createNewTransaction: function(transaction) {
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$.ajax({
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type: "POST",
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dataType: "json",
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url: "transaction/",
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data: {transaction: transaction.toJSON()},
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success: function(data, status, jqXHR) {
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var e = new Error();
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e.fromJSON(data);
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if (e.isError()) {
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this.setState({error: e});
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} else {
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this.onNewTransaction();
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}
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}.bind(this),
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error: this.ajaxError
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});
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},
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updateTransaction: function(transaction) {
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$.ajax({
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type: "PUT",
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dataType: "json",
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url: "transaction/"+transaction.TransactionId+"/",
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data: {transaction: transaction.toJSON()},
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success: function(data, status, jqXHR) {
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var e = new Error();
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e.fromJSON(data);
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if (e.isError()) {
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this.setState({error: e});
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} else {
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this.onUpdatedTransaction();
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}
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}.bind(this),
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error: this.ajaxError
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});
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},
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deleteTransaction: function(transaction) {
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console.log("handleDeleteTransaction", transaction);
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$.ajax({
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type: "DELETE",
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dataType: "json",
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url: "transaction/"+transaction.TransactionId+"/",
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success: function(data, status, jqXHR) {
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var e = new Error();
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e.fromJSON(data);
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if (e.isError()) {
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this.setState({error: e});
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} else {
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this.onDeletedTransaction();
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}
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}.bind(this),
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error: this.ajaxError
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});
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},
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handleDeleteTransaction: function(transaction) {
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this.setState({
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editingTransaction: false
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});
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this.deleteTransaction(transaction);
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},
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handleUpdateTransaction: function(transaction) {
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this.setState({
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editingTransaction: false
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});
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if (transaction.TransactionId != -1) {
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this.updateTransaction(transaction);
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} else {
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this.createNewTransaction(transaction);
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}
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},
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componentWillReceiveProps: function(nextProps) {
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if (nextProps.selectedAccount != this.props.selectedAccount) {
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this.getTransactionPage(nextProps.selectedAccount, 0);
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console.log("TODO begin fetching transactions for new account");
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}
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},
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render: function() {
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var name = "Please select an account";
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if (this.props.selectedAccount != null)
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name = this.props.selectedAccount.Name;
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register = [];
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if (this.props.selectedAccount != null) {
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var newTransaction = new Transaction();
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newTransaction.Description = "Create New Transaction...";
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newTransaction.Status = TransactionStatus.Entered;
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newTransaction.Date = new Date();
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newTransaction.Splits.push(new Split());
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newTransaction.Splits.push(new Split());
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newTransaction.Splits[0].AccountId = this.props.selectedAccount.AccountId;
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var transactionRows = [];
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var allTransactions = [newTransaction].concat(this.state.transactions);
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for (var i = 0; i < allTransactions.length; i++) {
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var t = allTransactions[i];
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transactionRows.push((
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<TransactionRow
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transaction={t}
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account={this.props.selectedAccount}
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accounts={this.props.accounts}
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account_map={this.props.account_map}
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securities={this.props.securities}
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security_map={this.props.security_map}
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onEdit={this.handleEditTransaction}/>
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));
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}
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register = (
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<Table bordered striped condensed hover>
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<thead><tr>
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<th>Date</th>
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<th>#</th>
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<th>Description</th>
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<th>Account</th>
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<th>Status</th>
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<th>Amount</th>
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<th>Balance</th>
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</tr></thead>
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<tbody>
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{transactionRows}
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</tbody>
|
||||
</Table>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<AddEditTransactionModal
|
||||
show={this.state.editingTransaction}
|
||||
transaction={this.state.selectedTransaction}
|
||||
accounts={this.props.accounts}
|
||||
account_map={this.props.account_map}
|
||||
onCancel={this.handleEditingCancel}
|
||||
onSubmit={this.handleUpdateTransaction}
|
||||
onDelete={this.handleDeleteTransaction}
|
||||
securities={this.props.securities}/>
|
||||
{name}
|
||||
{register}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
});
|
||||
@ -10,30 +10,10 @@ var Button = ReactBootstrap.Button;
|
||||
var ButtonGroup = ReactBootstrap.ButtonGroup;
|
||||
var Glyphicon = ReactBootstrap.Glyphicon;
|
||||
|
||||
var Modal = ReactBootstrap.Modal;
|
||||
|
||||
var CollapsibleMixin = ReactBootstrap.CollapsibleMixin;
|
||||
|
||||
var Combobox = ReactWidgets.Combobox;
|
||||
|
||||
const recursiveAccountDisplayInfo = function(account, prefix) {
|
||||
var name = prefix + account.Name;
|
||||
var accounts = [{AccountId: account.AccountId, Name: name}];
|
||||
for (var i = 0; i < account.Children.length; i++)
|
||||
accounts = accounts.concat(recursiveAccountDisplayInfo(account.Children[i], name + "/"));
|
||||
return accounts
|
||||
};
|
||||
const getAccountDisplayList = function(account_list, includeRoot, rootName) {
|
||||
var accounts = []
|
||||
if (includeRoot)
|
||||
accounts.push({AccountId: -1, Name: rootName});
|
||||
for (var i = 0; i < account_list.length; i++) {
|
||||
if (account_list[i].isRootAccount())
|
||||
accounts = accounts.concat(recursiveAccountDisplayInfo(account_list[i], ""));
|
||||
}
|
||||
return accounts;
|
||||
};
|
||||
|
||||
const AccountCombobox = React.createClass({
|
||||
getDefaultProps: function() {
|
||||
return {
|
||||
@ -494,7 +474,12 @@ const AccountsTab = React.createClass({
|
||||
<Glyphicon glyph='trash' /></Button>
|
||||
</ButtonGroup>
|
||||
</Col><Col xs={10} className="fullheight transactions-column">
|
||||
blah
|
||||
<AccountRegister
|
||||
selectedAccount={this.state.selectedAccount}
|
||||
accounts={this.props.accounts}
|
||||
account_map={this.props.account_map}
|
||||
securities={this.props.securities}
|
||||
security_map={this.props.security_map} />
|
||||
</Col>
|
||||
</Row></Grid>
|
||||
);
|
||||
|
||||
@ -21,6 +21,7 @@
|
||||
<script type="text/javascript" src="static/models.js"></script>
|
||||
|
||||
<script type="text/jsx" src="static/top_bar.js"></script>
|
||||
<script type="text/jsx" src="static/account_register.js"></script>
|
||||
<script type="text/jsx" src="static/accounts.js"></script>
|
||||
<script type="text/jsx" src="static/ui.js"></script>
|
||||
|
||||
|
||||
@ -212,8 +212,6 @@ Split.prototype.toJSONobj = function() {
|
||||
}
|
||||
|
||||
Split.prototype.fromJSONobj = function(json_obj) {
|
||||
var json_obj = getJSONObj(json_input);
|
||||
|
||||
if (json_obj.hasOwnProperty("SplitId"))
|
||||
this.SplitId = json_obj.SplitId;
|
||||
if (json_obj.hasOwnProperty("TransactionId"))
|
||||
@ -243,6 +241,18 @@ const TransactionStatus = {
|
||||
Reconciled: 3,
|
||||
Voided: 4
|
||||
}
|
||||
var TransactionStatusList = [];
|
||||
for (var type in TransactionStatus) {
|
||||
if (TransactionStatus.hasOwnProperty(type)) {
|
||||
TransactionStatusList.push({'StatusId': TransactionStatus[type], 'Name': type});
|
||||
}
|
||||
}
|
||||
var TransactionStatusMap = {};
|
||||
for (var status in TransactionStatus) {
|
||||
if (TransactionStatus.hasOwnProperty(status)) {
|
||||
TransactionStatusMap[TransactionStatus[status]] = status;
|
||||
}
|
||||
}
|
||||
|
||||
function Transaction() {
|
||||
this.TransactionId = -1;
|
||||
@ -262,8 +272,8 @@ Transaction.prototype.toJSON = function() {
|
||||
json_obj.Date = this.Date.toJSON();
|
||||
json_obj.Splits = [];
|
||||
for (var i = 0; i < this.Splits.length; i++)
|
||||
json_obj.push(this.Splits[i].toJSONobj());
|
||||
return json_obj;
|
||||
json_obj.Splits.push(this.Splits[i].toJSONobj());
|
||||
return JSON.stringify(json_obj);
|
||||
}
|
||||
|
||||
Transaction.prototype.fromJSON = function(json_input) {
|
||||
@ -289,8 +299,11 @@ Transaction.prototype.fromJSON = function(json_input) {
|
||||
this.Date = new Date(0);
|
||||
}
|
||||
if (json_obj.hasOwnProperty("Splits")) {
|
||||
for (var i = 0; i < json_obj.Splits.length; i++)
|
||||
this.Splits.push(this.Splits[i].fromJSON());
|
||||
for (var i = 0; i < json_obj.Splits.length; i++) {
|
||||
var s = new Split();
|
||||
s.fromJSONobj(json_obj.Splits[i]);
|
||||
this.Splits.push(s);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@ -300,6 +313,12 @@ Transaction.prototype.isTransaction = function() {
|
||||
this.UserId != empty_transaction.UserId;
|
||||
}
|
||||
|
||||
Transaction.prototype.deepCopy = function() {
|
||||
var t = new Transaction();
|
||||
t.fromJSON(this.toJSON());
|
||||
return t;
|
||||
}
|
||||
|
||||
function Error() {
|
||||
this.ErrorId = -1;
|
||||
this.ErrorString = "";
|
||||
|
||||
@ -75,3 +75,24 @@ div.accounttree-root div {
|
||||
padding: 15px;
|
||||
border-right: 1px solid #DDD;
|
||||
}
|
||||
|
||||
.register-row-editing {
|
||||
background-color: #FFFFE0 !important;
|
||||
}
|
||||
.register-row-editing:hover {
|
||||
background-color: #e8e8e8 !important;
|
||||
}
|
||||
.register-row-editing .form-group {
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.row > div > .form-group,
|
||||
.row > div > .rw-combobox {
|
||||
margin-right: -7px;
|
||||
margin-left: -7px;
|
||||
}
|
||||
|
||||
.split-header {
|
||||
font-weight: 700;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
27
static/utils.js
Normal file
27
static/utils.js
Normal file
@ -0,0 +1,27 @@
|
||||
const recursiveAccountDisplayInfo = function(account, prefix) {
|
||||
var name = prefix + account.Name;
|
||||
var accounts = [{AccountId: account.AccountId, Name: name}];
|
||||
for (var i = 0; i < account.Children.length; i++)
|
||||
accounts = accounts.concat(recursiveAccountDisplayInfo(account.Children[i], name + "/"));
|
||||
return accounts
|
||||
};
|
||||
|
||||
const getAccountDisplayList = function(account_list, includeRoot, rootName) {
|
||||
var accounts = []
|
||||
if (includeRoot)
|
||||
accounts.push({AccountId: -1, Name: rootName});
|
||||
for (var i = 0; i < account_list.length; i++) {
|
||||
if (account_list[i].isRootAccount())
|
||||
accounts = accounts.concat(recursiveAccountDisplayInfo(account_list[i], ""));
|
||||
}
|
||||
return accounts;
|
||||
};
|
||||
|
||||
const getAccountDisplayName = function(account, account_map) {
|
||||
var name = account.Name;
|
||||
while (account.ParentAccountId >= 0) {
|
||||
account = account_map[account.ParentAccountId];
|
||||
name = account.Name + "/" + name;
|
||||
}
|
||||
return name;
|
||||
};
|
||||
@ -18,7 +18,7 @@ type Split struct {
|
||||
SplitId int64
|
||||
TransactionId int64
|
||||
AccountId int64
|
||||
Number int64 // Check or reference number
|
||||
Number string // Check or reference number
|
||||
Memo string
|
||||
Amount string // String representation of decimal, suitable for passing to big.Rat.SetString()
|
||||
Debit bool
|
||||
@ -38,10 +38,8 @@ func (s *Split) Valid() bool {
|
||||
return err == nil
|
||||
}
|
||||
|
||||
type TransactionStatus int64
|
||||
|
||||
const (
|
||||
Entered TransactionStatus = 1
|
||||
Entered int64 = 1
|
||||
Cleared = 2
|
||||
Reconciled = 3
|
||||
Voided = 4
|
||||
@ -51,7 +49,7 @@ type Transaction struct {
|
||||
TransactionId int64
|
||||
UserId int64
|
||||
Description string
|
||||
Status TransactionStatus
|
||||
Status int64
|
||||
Date time.Time
|
||||
Splits []*Split `db:"-"`
|
||||
}
|
||||
@ -118,7 +116,7 @@ func GetTransaction(transactionid int64, userid int64) (*Transaction, error) {
|
||||
return nil, err
|
||||
}
|
||||
|
||||
err = transaction.SelectOne(&t, "SELECT * from transaction where UserId=? AND TransactionId=?", userid, transactionid)
|
||||
err = transaction.SelectOne(&t, "SELECT * from transactions where UserId=? AND TransactionId=?", userid, transactionid)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
@ -172,7 +170,7 @@ func incrementAccountVersions(transaction *gorp.Transaction, user *User, account
|
||||
if err != nil {
|
||||
return err
|
||||
}
|
||||
account.Version++
|
||||
account.AccountVersion++
|
||||
count, err := transaction.Update(account)
|
||||
if err != nil {
|
||||
return err
|
||||
|
||||
Loading…
Reference in New Issue
Block a user