src/transaction/period.js
/* Financial Period Pane
**
** This outline pane allows a user to interact with a period
** downloaded from a bank statement, annotting it with classes and comments,
** trips, etc
*/
const UI = require('solid-ui')
const ns = UI.ns
module.exports = {
icon: UI.icons.iconBase + 'noun_142708.svg',
name: 'period',
audience: [ns.solid('PowerUser')],
// Does the subject deserve this pane?
label: function (subject, context) {
var kb = context.session.store
var t = kb.findTypeURIs(subject)
if (t['http://www.w3.org/2000/10/swap/pim/qif#Period']) return 'period'
return null // No under other circumstances (while testing at least!)
},
render: function (subject, context) {
const dom = context.dom
var kb = context.session.store
var ns = UI.ns
var div = dom.createElement('div')
div.setAttribute('class', 'periodPane')
var mention = function mention (message, style) {
if (!style) style = 'color: grey;'
var pre = dom.createElement('pre')
pre.setAttribute('style', style)
div.appendChild(pre)
pre.appendChild(dom.createTextNode(message))
}
var happy = function happy (message) {
return mention('✓ ' + message, 'color: #010; background-color: #efe')
}
var complain = function complain (message) {
return mention(message, 'color: #100; background-color: #fee')
}
/*
var rerender = function (div) {
var parent = div.parentNode
var div2 = thisPane.render(subject, dom)
parent.replaceChild(div2, div)
}
*/
var renderPeriod = function () {
var dtstart = kb.any(subject, ns.cal('dtstart'))
if (dtstart === undefined) {
complain(
'(Error: There is no start date known for this period <' +
subject.uri +
'>,\n -- every period needs one.)'
)
}
var dtend = kb.any(subject, ns.cal('dtend'))
if (dtend === undefined) {
complain(
'(Error: There is no end date known for this period <' +
subject.uri +
'>,\n -- every period needs one.)'
)
}
// var store = kb.any(subject, UI.ns.qu('annotationStore')) || null
var predicateURIsDone = {}
var donePredicate = function (pred) {
predicateURIsDone[pred.uri] = true
}
donePredicate(ns.rdf('type'))
var inPeriod = function (date) {
return !!(date && date >= dtstart && date < dtend)
}
var d2 = function (n) {
var s = '' + n
if (s.indexOf('.') >= 0) {
return s.split('.')[0] + '.' + (s.split('.')[1] + '00').slice(0, 2)
}
return s + '.00'
}
var transactionInPeriod = function (x) {
return inPeriod(kb.any(x, ns.qu('date')))
}
var oderByDate = function (x, y) {
const dx = kb.any(x, ns.qu('date'))
const dy = kb.any(y, ns.qu('date'))
if (dx !== undefined && dy !== undefined) {
if (dx.value < dy.value) return -1
if (dx.value > dy.value) return 1
}
if (x.uri < y.uri) return -1 // Arbitrary but repeatable
if (x.uri > y.uri) return 1
return 0
}
/*
var setPaneStyle = function (account) {
var mystyle = 'padding: 0.5em 1.5em 1em 1.5em; '
if (account) {
var backgroundColor = kb.any(account, UI.ns.ui('backgroundColor'))
if (backgroundColor) {
mystyle += 'background-color: ' + backgroundColor.value + '; '
}
}
div.setAttribute('style', mystyle)
}
// setPaneStyle();
*/
var h2 = div.appendChild(dom.createElement('h2'))
h2.textContent =
'Period ' +
dtstart.value.slice(0, 10) +
' - ' +
dtend.value.slice(0, 10)
var insertedPane = function (context, subject, paneName) {
var p = context.session.paneRegistry.byName(paneName)
var d = p.render(subject, context)
d.setAttribute('style', 'border: 0.1em solid green;')
return d
}
var expandAfterRow = function (dom, row, subject, paneName, solo) {
var siblings = row.parentNode.children
if (solo) {
for (var j = siblings.length - 1; j >= 0; j--) {
if (siblings[j].expanded) {
siblings[j].parentNode.removeChild(siblings[j].expanded)
siblings[j].expanded = false
}
}
}
var tr = dom.createElement('tr')
var td = tr.appendChild(dom.createElement('td'))
td.setAttribute(
'style',
'width: 98%; padding: 1em; border: 0.1em solid grey;'
)
var cols = row.children.length
if (row.nextSibling) {
row.parentNode.insertBefore(tr, row.nextSibling)
} else {
row.parentNode.appendChild(tr)
}
row.expanded = tr
td.setAttribute('colspan', '' + cols)
td.appendChild(insertedPane(context, subject, paneName))
}
var expandAfterRowOrCollapse = function (
dom,
row,
subject,
paneName,
solo
) {
if (row.expanded) {
row.parentNode.removeChild(row.expanded)
row.expanded = false
} else {
expandAfterRow(dom, row, subject, paneName, solo)
}
}
var transactionTable = function (dom, list) {
var table = dom.createElement('table')
table.setAttribute(
'style',
'margin-left: 100; font-size: 9pt; width: 85%;'
)
var transactionRow = function (dom, x) {
var tr = dom.createElement('tr')
var setTRStyle = function (tr, account) {
// var mystyle = "padding: 0.5em 1.5em 1em 1.5em; ";
var mystyle = 'margin-left: 8em; padding-left: 5em;'
if (account) {
var backgroundColor = kb.any(account, UI.ns.ui('backgroundColor'))
if (backgroundColor) {
mystyle += 'background-color: ' + backgroundColor.value + '; '
}
}
tr.setAttribute('style', mystyle)
}
var account = kb.any(x, ns.qu('toAccount'))
setTRStyle(tr, account)
var c0 = tr.appendChild(dom.createElement('td'))
var date = kb.any(x, ns.qu('date'))
c0.textContent = date ? date.value.slice(0, 10) : '???'
c0.setAttribute('style', 'width: 7em;')
var c1 = tr.appendChild(dom.createElement('td'))
c1.setAttribute('style', 'width: 36em;')
var payee = kb.any(x, ns.qu('payee'))
c1.textContent = payee ? payee.value : '???'
var a1 = c1.appendChild(dom.createElement('a'))
a1.textContent = ' ➜'
a1.setAttribute('href', x.uri)
var c3 = tr.appendChild(dom.createElement('td'))
var amount = kb.any(x, ns.qu('in_USD'))
c3.textContent = amount ? d2(amount.value) : '???'
c3.setAttribute('style', 'width: 6em; text-align: right; ') // @@ decimal alignment?
tr.addEventListener(
'click',
function (e) {
// solo unless shift key
expandAfterRowOrCollapse(dom, tr, x, 'transaction', !e.shiftKey)
},
false
)
return tr
}
var list2 = list.filter(transactionInPeriod)
list2.sort(oderByDate)
for (var i = 0; i < list2.length; i++) {
table.appendChild(transactionRow(dom, list2[i]))
}
return table
}
// List unclassified transactions
var dummies = {
'http://www.w3.org/2000/10/swap/pim/qif#Transaction': true, // (we knew)
'http://www.w3.org/2000/10/swap/pim/qif#Unclassified': true, // pseudo classifications we may phase out
'http://www.w3.org/2000/10/swap/pim/qif#UnclassifiedOutgoing': true,
'http://www.w3.org/2000/10/swap/pim/qif#UnclassifiedIncome': true
}
var xURIs = kb.findMemberURIs(ns.qu('Transaction'))
var unclassifiedIn = []
var unclassifiedOut = []
var usd, z
for (var y in xURIs) {
// For each thing which can be inferred to be a transaction
// @@ TODO: Write away the need for exception on next line
// eslint-disable-next-line no-prototype-builtins
if (xURIs.hasOwnProperty(y)) {
z = kb.sym(y)
const tt = kb.each(z, ns.rdf('type')) // What EXPLICIT definitions
var classified = false
for (let j = 0; j < tt.length; j++) {
const t = tt[j]
if (dummies[t.uri] === undefined) {
classified = true
}
}
if (!classified) {
usd = kb.any(z, ns.qu('in_USD'))
if (usd === undefined) {
usd = kb.any(z, ns.qu('amount'))
}
if (usd && ('' + usd.value).indexOf('-') >= 0) {
unclassifiedOut.push(kb.sym(y))
} else {
unclassifiedIn.push(kb.sym(y))
}
}
}
}
var tab, count
if (unclassifiedIn.length) {
tab = transactionTable(dom, unclassifiedIn)
count = tab.children.length
div.appendChild(dom.createElement('h3')).textContent =
'Unclassified Income' + (count < 4 ? '' : ' (' + count + ')')
div.appendChild(tab)
} else {
happy('No unclassified income')
}
if (unclassifiedOut.length) {
tab = transactionTable(dom, unclassifiedOut)
count = tab.children.length
div.appendChild(dom.createElement('h3')).textContent =
'Unclassified Outgoings' + (count < 4 ? '' : ' (' + count + ')')
div.appendChild(tab)
} else {
happy('No unclassified outgoings ')
}
// /////////////// Check some categories of transaction for having given fields
var catSymbol = function (catTail) {
var cats = kb.findSubClassesNT(ns.qu('Transaction'))
for (var cat in cats) {
// @@ TODO: Write away the need for exception on next line
// eslint-disable-next-line no-prototype-builtins
if (cats.hasOwnProperty(cat)) {
if (cat.slice(1, -1).split('#')[1] === catTail) {
return kb.sym(cat.slice(1, -1))
}
}
}
return null
}
var checkCatHasField = function (catTail, pred) {
var cat = catSymbol(catTail)
var tab
var guilty = []
var count = 0
if (!cat) {
complain('Error: No category correspnding to ' + catTail)
return null
}
var list = kb.each(undefined, ns.rdf('type'), cat)
for (var i = 0; i < list.length; i++) {
if (!kb.any(list[i], pred)) {
guilty.push(list[i])
}
}
if (guilty.length) {
tab = transactionTable(dom, guilty)
count = tab.children.length
div.appendChild(dom.createElement('h3')).textContent =
UI.utils.label(cat) +
' with no ' +
UI.utils.label(pred) +
(count < 4 ? '' : ' (' + count + ')')
div.appendChild(tab)
}
return count
}
// Load dynamically as properties of period
if (checkCatHasField('Reimbursables', ns.trip('trip')) === 0) {
happy('Reimbursables all have trips')
}
if (checkCatHasField('Other_Inc_Speaking', ns.trip('trip')) === 0) {
happy('Speaking income all has trips')
}
// end of render period instance
} // renderPeriod
// //////////////////////////////////////////////////////////////////////////////
// var me = UI.authn.currentUser()
// Render a single Period
// This works only if enough metadata about the properties can drive the RDFS
// (or actual type statements whichtypically are NOT there on)
var t = kb.findTypeURIs(subject)
if (t['http://www.w3.org/2000/10/swap/pim/qif#Period']) {
const needed = kb.each(subject, ns.rdfs('seeAlso'))
console.log('Loading before render: ' + needed.length)
kb.fetcher.load(needed).then(function () {
renderPeriod()
})
}
// if (!me) complain("You do not have your Web Id set. Set your Web ID to make changes.");
return div
}
}
// ends