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Projects: classes as entities, and the sidebar fits short windows
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A project is a class with facts (description, status, kind, party,
dates, links, notes) in one project.set event behind the format
feature projects. Four tools (books.add_project, update_project,
projects, project); documents and decisions link to projects; B-37:
on-spec costs are expensed as incurred, repayment is revenue, and the
unrecovered cost is never below zero (Kani). Viewer: a Projects list
and a project page with its figures, by month and by account. The
sidebar measures its footer instead of reserving a fixed 172 px.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
This commit is contained in:
swaitsandClaude Opus 5.5 committed 2026-10-22 03:50:52 -06:00
1 parent 0495726001
commit 321b94562a
71 files changed
+7446 -217
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crates/ledger-gui/src/pages/assets.rs
+10
View File
@@ -385,6 +385,16 @@ pub(crate) fn row(
Sense::hover()
},
);
if click {
// Named by its main cell, for assistive tech (and the tests).
let name = cells
.iter()
.find(|c| c.1 == 0.0)
.or(cells.first())
.map(|c| c.0.clone())
.unwrap_or_default();
resp.widget_info(|| egui::WidgetInfo::labeled(egui::WidgetType::Button, true, &name));
}
if click && resp.hovered() {
ui.painter().rect_filled(r, CornerRadius::same(4), p.hover);
ui.ctx().set_cursor_icon(egui::CursorIcon::PointingHand);
crates/ledger-gui/src/pages/cash.rs
+1
View File
@@ -135,6 +135,7 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
.map(|(s, _, i, o)| BarGroup {
label: s.format("%b").to_string(),
values: vec![*i, *o],
year: None,
})
.collect();
charts::bar_chart(
crates/ledger-gui/src/pages/company.rs
+27 -2
View File
@@ -50,7 +50,7 @@ fn provenance(ui: &mut Ui, by: &str, on: chrono::NaiveDate) {
/// How the books are kept, as the owners decided: conventions, decisions,
/// and what is open (each only when there is something to show).
fn kept_cards(ui: &mut Ui, b: &Books) {
fn kept_cards(ui: &mut Ui, b: &Books, go: &mut Option<Route>) {
let p = pal(ui.ctx());
let kept = b.ledger.conventions();
let conventions: Vec<_> = kept.conventions().filter(|c| c.retired.is_none()).collect();
@@ -95,6 +95,27 @@ fn kept_cards(ui: &mut Ui, b: &Books) {
RichText::new(&d.new.decision_md).font(theme::regular(12.5)),
&d.new.decision_md,
);
if !d.new.projects.is_empty() {
ui.horizontal_wrapped(|ui| {
for &c in &d.new.projects {
if widgets::link(
ui,
RichText::new(format!(
"{} {}",
icon::BRIEFCASE,
b.project_label(c)
))
.font(theme::regular(12.0))
.color(p.accent),
)
.on_hover_text("Open this project")
.clicked()
{
*go = Some(Route::Project(c));
}
}
});
}
provenance(ui, &d.new.decided_by.join(" and "), d.new.decided_on);
ui.add_space(6.0);
}
@@ -132,6 +153,7 @@ fn kept_cards(ui: &mut Ui, b: &Books) {
pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
let p = pal(ui.ctx());
let mut kept_go: Option<Route> = None;
page(ui, "company", |ui| {
let c = &b.settings.company;
widgets::page_header(
@@ -192,7 +214,7 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
);
},
);
kept_cards(ui, b);
kept_cards(ui, b, &mut kept_go);
}
_ => {
widgets::titled_card(
@@ -332,6 +354,9 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
recurring(ui, b);
parties(ui, b, shell);
});
if let Some(r) = kept_go {
shell.go(r);
}
}
fn assets(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
crates/ledger-gui/src/pages/documents.rs
+1
View File
@@ -371,6 +371,7 @@ pub fn subject_icon(s: Subject) -> &'static str {
Subject::Account(_) => icon::TREE_STRUCTURE,
Subject::Asset(_) => icon::PACKAGE,
Subject::Party(_) => icon::ADDRESS_BOOK,
Subject::Project(_) => icon::BRIEFCASE,
Subject::Invoice(_) | Subject::Bill(_) => icon::FILE_TEXT,
Subject::Period(_) => icon::CALENDAR_BLANK,
Subject::PayrollRun(_) => icon::USERS,
crates/ledger-gui/src/pages/entry.rs
+10 -4
View File
@@ -239,13 +239,19 @@ pub fn detail(ui: &mut Ui, b: &Books, e: &EntryInfo, shell: &mut Shell<'_>) {
if r.clicked() {
shell.go(Route::Account(line.account));
}
if let Some(c) = line.class_id.and_then(|c| class_names.get(&c))
{
ui.label(
if let Some((cid, c)) = line
.class_id
.and_then(|c| class_names.get(&c).map(|n| (c, n)))
&& widgets::link(
ui,
RichText::new(format!("{} {c}", icon::TAG))
.font(theme::regular(11.5))
.color(p.muted),
);
)
.on_hover_text("Open this project")
.clicked()
{
shell.go(Route::Project(cid));
}
if let (Some(cur), Some(fa)) =
(&line.foreign_currency, line.foreign_amount)
crates/ledger-gui/src/pages/journal.rs
+22 -3
View File
@@ -479,7 +479,26 @@ pub fn describe(b: &Books, line: &JournalLine) -> Option<Event> {
.map_or(Route::Company, Route::Party),
),
),
"class.added" => ev(icon::TAG, format!("Added class {}", s(p, "name")), None),
"class.added" => ev(
icon::BRIEFCASE,
format!("Added project {}", s(p, "name")),
u32::try_from(id).ok().map(Route::Project),
),
"project.set" => {
let status = ledger_core::ProjectStatus::parse(s(p, "status"))
.map_or("", |x| x.words())
.to_lowercase();
let kind = match p.get("kind").and_then(|v| v.as_str()) {
Some(k) => ledger_core::ProjectKind::parse(k)
.map_or(k.to_string(), |x| x.words().to_lowercase()),
None => "kind not recorded".into(),
};
ev(
icon::BRIEFCASE,
format!("Project {}: {status}, {kind}", s(p, "name")),
u32::try_from(id).ok().map(Route::Project),
)
}
"party.added" => {
let roles: Vec<String> = p
.get("roles")
@@ -1114,8 +1133,8 @@ pub fn describe_any(b: &Books, line: &JournalLine) -> Event {
.get("class_id")
.and_then(|v| v.as_u64())
.and_then(|c| b.ledger.get_class(c as u32))
.map(|c| c.name.clone())
.unwrap_or_else(|| "no class".into());
.map(|c| format!("project {}", c.name))
.unwrap_or_else(|| "no project".into());
Event {
icon: icon::TAG,
text: format!(
crates/ledger-gui/src/pages/mod.rs
+3
View File
@@ -11,6 +11,7 @@ pub mod journal;
pub mod overview;
pub mod parties;
pub mod profit;
pub mod projects;
pub mod reconciliation;
pub mod reports;
pub mod transactions;
@@ -61,6 +62,8 @@ pub fn show(ui: &mut Ui, b: &Books, route: &Route, shell: &mut Shell<'_>) {
Route::Asset(id) => assets::show_asset(ui, b, *id, shell),
Route::Parties => parties::show_list(ui, b, shell),
Route::Party(id) => parties::show_party(ui, b, *id, shell),
Route::Projects => projects::show_list(ui, b, shell),
Route::Project(id) => projects::show_project(ui, b, *id, shell),
Route::Documents => documents::show(ui, b, None, shell),
Route::Document(id) => documents::show(ui, b, Some(*id), shell),
Route::Company => company::show(ui, b, shell),
crates/ledger-gui/src/pages/overview.rs
+1
View File
@@ -397,6 +397,7 @@ fn income_vs_spending(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
.map(|m| BarGroup {
label: m.start.format("%b").to_string(),
values: vec![m.revenue, m.expenses, m.net()],
year: None,
})
.collect();
let clicked = charts::bar_chart(
crates/ledger-gui/src/pages/parties.rs
+69 -31
View File
@@ -322,7 +322,7 @@ fn paid_cell(paid: Decimal, p: &theme::Palette) -> (String, egui::Color32) {
}
/// A filter chip.
fn chip(ui: &mut Ui, text: &str, on: bool) -> bool {
pub(crate) fn chip(ui: &mut Ui, text: &str, on: bool) -> bool {
let p = pal(ui.ctx());
ui.add(
egui::Button::new(
@@ -642,7 +642,7 @@ pub fn show_party(ui: &mut Ui, b: &Books, id: PartyId, shell: &mut Shell<'_>) {
);
});
ui.add_space(4.0);
widgets::copyable(
widgets::copyable_truncated(
ui,
RichText::new(party.label()).font(theme::bold(26.0)),
party.label(),
@@ -654,7 +654,7 @@ pub fn show_party(ui: &mut Ui, b: &Books, id: PartyId, shell: &mut Shell<'_>) {
.font(theme::regular(12.5))
.color(p.muted),
);
widgets::copyable(ui, RichText::new(&party.name), &party.name);
widgets::copyable_truncated(ui, RichText::new(&party.name), &party.name);
});
}
ui.add_space(6.0);
@@ -841,6 +841,11 @@ pub fn show_party(ui: &mut Ui, b: &Books, id: PartyId, shell: &mut Shell<'_>) {
}
});
let projects = b.ledger.projects_of_party(id);
if !projects.is_empty() {
projects_card(ui, b, &projects, &mut go);
ui.add_space(14.0);
}
entries_card(ui, b, &info, &mut go);
ui.add_space(14.0);
if !info.invoices.is_empty() || !info.bills.is_empty() {
@@ -879,26 +884,9 @@ pub fn show_party(ui: &mut Ui, b: &Books, id: PartyId, shell: &mut Shell<'_>) {
for &i in &info.events {
let line = &b.journal[i];
let ev = super::journal::describe_any(b, line);
ui.horizontal(|ui| {
ui.label(RichText::new(ev.icon).color(p.muted));
if widgets::link_truncated(
ui,
RichText::new(&ev.text).font(theme::regular(12.5)),
)
.clicked()
{
go = Some(Route::JournalEvent(line.seq));
}
ui.label(
RichText::new(format!(
"event {} · {}",
line.seq,
fmt::timestamp(&line.ts)
))
.font(theme::regular(11.0))
.color(p.faint),
);
});
if widgets::history_row(ui, ev.icon, &ev.text, line.seq, &line.ts).clicked() {
go = Some(Route::JournalEvent(line.seq));
}
}
},
);
@@ -919,14 +907,14 @@ fn facts_card(ui: &mut Ui, b: &Books, party: &Party, go: &mut Option<Route>) {
facts(ui, |ui, k| {
let text = |ui: &mut Ui, v: &Option<String>| match v {
Some(t) => {
widgets::copyable(ui, RichText::new(t), t);
widgets::copyable_truncated(ui, RichText::new(t), t);
}
None => {
ui.label(RichText::new("not recorded").color(p.faint));
}
};
k(ui, "Name");
widgets::copyable(ui, RichText::new(&party.name), &party.name);
widgets::copyable_truncated(ui, RichText::new(&party.name), &party.name);
ui.end_row();
k(ui, "Display name");
text(ui, &party.display_name);
@@ -1223,6 +1211,59 @@ fn records_card(ui: &mut Ui, b: &Books, party: &Party, info: &PartyInfo, go: &mu
);
}
/// The projects for or with the party (rules.md B-37), by name: status
/// and net to date; a row opens its project.
fn projects_card(ui: &mut Ui, b: &Books, ids: &[ledger_core::ClassId], go: &mut Option<Route>) {
let p = pal(ui.ctx());
widgets::titled_card(
ui,
"Projects",
|ui| {
widgets::pill(ui, &ids.len().to_string(), p.muted, p.hover);
},
|ui| {
let amt = widgets::AMOUNT_MIN + 24.0;
let w = ui.available_width().max(100.0 + amt + 180.0);
widgets::min_width(ui, "party_projects", w, |ui| {
for &id in ids {
let name = b.project_label(id);
let f = b.ledger.project_facts(id).unwrap_or_default();
let net = ledger_core::project_to_date(&b.ledger, id, b.today)
.ok()
.map(|t| t.net());
let (net_t, net_c) = match net {
Some(n) if n.is_zero() => ("—".to_string(), p.faint),
Some(n) if n < Decimal::ZERO => (fmt::accounting(n), p.negative),
Some(n) => (fmt::accounting(n), p.text),
None => (fmt::CANT_COMPUTE.to_string(), p.faint),
};
let sub = format!("{} · net to date", super::projects::kind_words(f.kind));
let resp = row(
ui,
w,
&[
(name, 0.0, false, p.text),
(
f.status.words().to_string(),
100.0,
false,
super::projects::status_colors(f.status, &p).0,
),
(net_t, amt, true, net_c),
],
Some((sub.as_str(), p.faint)),
false,
true,
);
if resp.on_hover_text("Open this project").clicked() {
*go = Some(Route::Project(id));
}
}
});
},
);
}
/// Every entry tagged with the party, newest first.
fn entries_card(ui: &mut Ui, b: &Books, info: &PartyInfo, go: &mut Option<Route>) {
let p = pal(ui.ctx());
@@ -1608,15 +1649,12 @@ fn months_card(ui: &mut Ui, b: &Books, id: PartyId, span: (NaiveDate, NaiveDate)
let groups: Vec<crate::charts::BarGroup> = shown
.iter()
.map(|m| crate::charts::BarGroup {
label: if multi_year && m.month.month() == 1 {
m.month.format("%b %y").to_string()
} else {
m.month.format("%b").to_string()
},
label: m.month.format("%b").to_string(),
values: vec![m.paid, m.received],
year: multi_year.then(|| m.month.year()),
})
.collect();
crate::charts::bar_chart(
crate::charts::bar_chart_view(
ui,
&groups,
&[("Paid out", p.series[2]), ("Received in", p.series[1])],
crates/ledger-gui/src/pages/profit.rs
+35 -16
View File
@@ -18,10 +18,15 @@ use ledger_core::reports::profit_and_loss_for_period;
use rust_decimal::Decimal;
use std::collections::BTreeMap;
fn pct(part: Decimal, whole: Decimal) -> Option<Decimal> {
pub(crate) fn pct(part: Decimal, whole: Decimal) -> Option<Decimal> {
part.checked_div(whole)?
.checked_mul(Decimal::from(100))
.map(|x| x.round_dp(1))
.map(|x| {
// One place always, so 100% prints as "100.0", as 64.0 does.
let mut x = x.round_dp(1);
x.rescale(1);
x
})
}
pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
@@ -74,6 +79,7 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
.map(|m| BarGroup {
label: m.start.format("%b").to_string(),
values: vec![m.revenue, m.expenses, m.net()],
year: None,
})
.collect();
if let Some(i) = charts::bar_chart(
@@ -160,10 +166,14 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
);
ui.add_space(16.0);
spending_changes(ui, b, shell);
let mut go = None;
columns(ui, 980.0, &[1.0, 1.0], |i, ui| match i {
0 => by_customer(ui, b),
_ => by_class(ui, b),
_ => by_class(ui, b, &mut go),
});
if let Some(r) = go {
shell.go(r);
}
});
}
@@ -359,46 +369,52 @@ fn rows_total(by: &BTreeMap<String, Decimal>) -> Option<Decimal> {
.try_fold(Decimal::ZERO, |t, v| t.checked_add(*v))
}
fn by_class(ui: &mut Ui, b: &Books) {
/// Each project's net income this year, a bar each; a bar opens its
/// project.
fn by_class(ui: &mut Ui, b: &Books, go: &mut Option<Route>) {
let p = pal(ui.ctx());
let (ys, ye) = b.fiscal_ytd();
let classes = b.ledger.list_classes();
widgets::titled_card(
ui,
"Net income by class, this year",
"Net income by project, this year",
|_| {},
|ui| {
if classes.is_empty() {
widgets::empty(
ui,
icon::TAG,
"No classes",
"Tag lines with classes (departments, products) to see profit by each.",
icon::BRIEFCASE,
"No projects",
"Tag lines with a project to see profit by each.",
);
return;
}
let mut rows: Vec<(String, Decimal)> = classes
let mut rows: Vec<(ledger_core::ClassId, String, Decimal)> = classes
.iter()
.filter_map(|c| {
let pl = profit_and_loss_for_period(&b.ledger, ys, ye, Some(c.id)).ok()?;
let net = pl.total_revenue - pl.total_expenses;
(!pl.total_revenue.is_zero() || !pl.total_expenses.is_zero())
.then(|| (c.name.clone(), net))
.then(|| (c.id, c.name.clone(), net))
})
.collect();
rows.sort_by_key(|r| std::cmp::Reverse(r.1));
rows.sort_by_key(|r| std::cmp::Reverse(r.2));
if rows.is_empty() {
widgets::empty(
ui,
icon::TAG,
"No classified income or spending this year",
icon::BRIEFCASE,
"No project income or spending this year",
"",
);
return;
}
charts::hbars(ui, &rows, p.series[0]);
let ids: Vec<ledger_core::ClassId> = rows.iter().map(|r| r.0).collect();
let bars: Vec<(String, Decimal)> = rows.into_iter().map(|r| (r.1, r.2)).collect();
if let Some(i) = charts::hbars_signed(ui, &bars, p.series[0], p.negative) {
*go = Some(Route::Project(ids[i]));
}
ui.label(
RichText::new("Only lines tagged with a class count here.")
RichText::new("Only lines tagged with a project count here.")
.font(theme::regular(12.0))
.color(p.faint),
);
@@ -418,6 +434,9 @@ mod tests {
assert_eq!(pct(cents(2_500), cents(20_000)), Some(Decimal::new(125, 1)));
assert_eq!(pct(cents(1), cents(3)), Some(Decimal::new(333, 1)));
assert_eq!(pct(cents(1), Decimal::ZERO), None);
// One place whatever the value.
assert_eq!(pct(cents(500), cents(500)).unwrap().to_string(), "100.0");
assert_eq!(pct(cents(-100), cents(200)).unwrap().to_string(), "-50.0");
assert_eq!(pct(Decimal::MAX, Decimal::new(1, 2)), None);
}
@@ -440,6 +459,6 @@ mod tests {
let (_dir, books) = b.books();
let (texts, _) = render(books, Route::Profit, |_| {});
find(&texts, "Invoiced by customer, this year");
find(&texts, "Acme is 100% of invoiced income.");
find(&texts, "Acme is 100.0% of invoiced income.");
}
}
crates/ledger-gui/src/pages/projects.rs
+915
View File
@@ -0,0 +1,915 @@
//! Projects: every class, with its facts (what it is, where it stands, who
//! it is for), and one project completely: what it earned and cost, by
//! month and by account, its entries, documents, decisions and history
//! (rules.md B-37). Every figure is ledger-core's (`project_figures`,
//! `project_to_date`, `project_entries`), the same the server's
//! `books.projects` and `books.project` return; this module only arranges
//! them, and never writes.
use super::assets::{facts, row};
use super::page;
use super::parties::chip;
use crate::app::Shell;
use crate::books::Books;
use crate::charts::{self, BarGroup};
use crate::fmt;
use crate::nav::Route;
use crate::theme::{self, pal};
use crate::widgets;
use chrono::{Datelike, NaiveDate};
use egui::{RichText, Ui, vec2};
use egui_phosphor::regular as icon;
use ledger_core::{ClassId, ProjectFacts, ProjectKind, ProjectStatus};
use rust_decimal::Decimal;
/// The list's filter, kept across navigation.
#[derive(Default)]
pub struct State {
/// Only projects with this status (None: every one).
pub status: Option<ProjectStatus>,
}
/// One project on the list: its id, name, facts and net to date.
pub struct Listed {
pub id: ClassId,
pub name: String,
pub facts: ProjectFacts,
pub to_date: Option<ledger_core::ProjectToDate>,
}
/// Every project (every class), by name ignoring capitals, with its
/// figures to date through today.
pub fn listed(b: &Books) -> Vec<Listed> {
let mut out: Vec<Listed> = b
.ledger
.list_classes()
.into_iter()
.map(|c| Listed {
id: c.id,
name: c.name.clone(),
facts: b.ledger.project_facts(c.id).unwrap_or_default(),
to_date: ledger_core::project_to_date(&b.ledger, c.id, b.today).ok(),
})
.collect();
out.sort_by_key(|a| (a.name.to_lowercase(), a.id));
out
}
/// A status's colors: (text, fill).
pub(crate) fn status_colors(
s: ProjectStatus,
p: &theme::Palette,
) -> (egui::Color32, egui::Color32) {
match s {
ProjectStatus::Active => (p.positive, p.positive_soft),
ProjectStatus::Paused => (p.warning, p.warning_soft),
ProjectStatus::Finished => (p.muted, p.hover),
ProjectStatus::Abandoned => (p.faint, p.hover),
}
}
/// A kind in words, or that it isn't recorded.
pub fn kind_words(k: Option<ProjectKind>) -> &'static str {
k.map_or("Kind not recorded", ProjectKind::words)
}
/// The list's sentence: how many in each status, and the net across them.
fn summary(rows: &[Listed]) -> String {
if rows.is_empty() {
return "No projects yet.".into();
}
let parts: Vec<String> = ProjectStatus::ALL
.into_iter()
.filter_map(|s| {
let n = rows.iter().filter(|r| r.facts.status == s).count();
(n > 0).then(|| format!("{n} {}", s.key()))
})
.collect();
let net: Option<Decimal> = rows
.iter()
.map(|r| r.to_date.as_ref().map(|t| t.net()))
.try_fold(Decimal::ZERO, |t, n| t.checked_add(n?));
let counts = if parts.len() == 1 && rows.len() > 1 {
format!(
"{}, all {}",
fmt::count(rows.len(), "project", "projects"),
rows[0].facts.status.key()
)
} else if rows.len() == 1 {
format!("1 project, {}", rows[0].facts.status.key())
} else {
format!(
"{}: {}",
fmt::count(rows.len(), "project", "projects"),
parts.join(", ")
)
};
format!(
"{counts}. Net to date across them: {}.",
fmt::dollars_or(net)
)
}
/// The projects.
pub fn show_list(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
let p = pal(ui.ctx());
page(ui, "projects", |ui| {
let all = listed(b);
widgets::page_header(ui, "Projects", &summary(&all));
if all.is_empty() {
widgets::card(ui, |ui| {
widgets::empty(
ui,
icon::BRIEFCASE,
"No projects yet",
"The agent adds them (books.add_project). Tag lines with a project to see what it earns and costs.",
)
});
return;
}
let st = &mut shell.state.projects;
ui.horizontal_wrapped(|ui| {
ui.spacing_mut().item_spacing = vec2(6.0, 6.0);
if chip(ui, &format!("All {}", all.len()), st.status.is_none()) {
st.status = None;
}
for s in ProjectStatus::ALL {
let n = all.iter().filter(|r| r.facts.status == s).count();
if n == 0 {
continue;
}
let on = st.status == Some(s);
if chip(ui, &format!("{} {n}", s.words()), on) {
st.status = if on { None } else { Some(s) };
}
}
});
ui.add_space(12.0);
let rows: Vec<&Listed> = all
.iter()
.filter(|r| st.status.is_none_or(|s| r.facts.status == s))
.collect();
let mut go = None;
widgets::titled_card(
ui,
"Projects",
|ui| {
widgets::pill(ui, &rows.len().to_string(), p.muted, p.hover);
},
|ui| {
let amt = widgets::AMOUNT_MIN + 24.0;
let avail = ui.available_width();
let status_w = 100.0;
let kind_w = if avail >= 760.0 { 140.0 } else { 0.0 };
let party_w = if avail >= 900.0 {
(avail * 0.18).clamp(140.0, 220.0)
} else {
0.0
};
let w = avail.max(status_w + kind_w + party_w + amt + 180.0);
let cells = |c: [(String, f32, bool, egui::Color32); 5]| -> Vec<_> {
c.into_iter()
.enumerate()
.filter(|(i, _)| (*i != 2 || kind_w > 0.0) && (*i != 3 || party_w > 0.0))
.map(|(_, c)| c)
.collect()
};
widgets::min_width(ui, "project_list", w, |ui| {
let head = |t: &str, cw: f32, right: bool| (t.to_string(), cw, right, p.muted);
row(
ui,
w,
&cells([
head("Name", 0.0, false),
head("Status", status_w, false),
head("Kind", kind_w, false),
head("Party", party_w, false),
head("Net to date", amt, true),
]),
None,
true,
false,
);
widgets::rule(ui);
for r in &rows {
let (sc, _) = status_colors(r.facts.status, &p);
let party = r
.facts
.party
.map(|x| b.party_label(x))
.unwrap_or_else(|| "—".into());
let (net_t, net_c) = match r.to_date.as_ref().map(|t| t.net()) {
Some(n) if n.is_zero() => ("—".to_string(), p.faint),
Some(n) if n < Decimal::ZERO => (fmt::accounting(n), p.negative),
Some(n) => (fmt::accounting(n), p.text),
None => (fmt::CANT_COMPUTE.to_string(), p.faint),
};
let sub = r
.facts
.description
.clone()
.unwrap_or_else(|| format!("Project {}", r.id));
let sub = sub.lines().next().unwrap_or("").to_string();
let resp = row(
ui,
w,
&cells([
(r.name.clone(), 0.0, false, p.text),
(r.facts.status.words().to_string(), status_w, false, sc),
(kind_words(r.facts.kind).to_string(), kind_w, false, p.muted),
(party, party_w, false, p.muted),
(net_t, amt, true, net_c),
]),
Some((sub.as_str(), p.faint)),
false,
true,
);
let resp = resp.on_hover_text("Open this project");
resp.context_menu(|ui| {
widgets::copy_item(ui, "Copy name", &r.name);
widgets::copy_item(ui, "Copy project id", &r.id.to_string());
});
if resp.clicked() {
go = Some(r.id);
}
}
});
},
);
ui.add_space(4.0);
ui.add(
egui::Label::new(
RichText::new(format!(
"Net to date: every posted revenue and expense line tagged to the project through {}, closing entries left out; revenue less expenses.",
fmt::date(b.today)
))
.font(theme::regular(11.5))
.color(p.faint),
)
.wrap(),
);
if let Some(id) = go {
shell.go(Route::Project(id));
}
});
}
/// The journal events naming a project: its class and project records,
/// links of files to it, and decisions naming it (indexes into
/// [`Books::journal`], oldest first).
pub fn project_events(b: &Books, id: ClassId) -> Vec<usize> {
let id64 = u64::from(id);
let u = |v: &serde_json::Value, k: &str| v.get(k).and_then(|x| x.as_u64());
b.journal
.iter()
.enumerate()
.filter(|(_, line)| {
let p = &line.payload;
match line.line_type.as_str() {
"class.added" | "project.set" => u(p, "id") == Some(id64),
"attachment.linked" | "attachment.unlinked" => {
p.get("subject")
.and_then(|s| s.get("kind"))
.and_then(|k| k.as_str())
== Some("project")
&& p.get("subject").and_then(|s| u(s, "id")) == Some(id64)
}
"decision.recorded" => p
.get("projects")
.and_then(|v| v.as_array())
.is_some_and(|a| a.iter().any(|x| x.as_u64() == Some(id64))),
_ => false,
}
})
.map(|(i, _)| i)
.collect()
}
/// A number tile: (label, value, how it is computed, the line under it).
type Tile = (
String,
Option<Decimal>,
String,
Option<(String, egui::Color32)>,
);
/// One project, completely.
pub fn show_project(ui: &mut Ui, b: &Books, id: ClassId, shell: &mut Shell<'_>) {
let p = pal(ui.ctx());
let (Some(class), Some(f)) = (b.ledger.get_class(id), b.ledger.project_facts(id)) else {
page(ui, "project", |ui| {
widgets::empty(
ui,
icon::BRIEFCASE,
"No such project",
"It isn't in these books.",
);
});
return;
};
let mut go: Option<Route> = None;
let today = b.today;
let to_date = ledger_core::project_to_date(&b.ledger, id, today).ok();
let entries = ledger_core::project_entries(&b.ledger, id);
page(ui, "project", |ui| {
ui.horizontal(|ui| {
if widgets::link(
ui,
RichText::new(format!("{} Projects", icon::ARROW_LEFT))
.font(theme::regular(12.5))
.color(p.muted),
)
.clicked()
{
go = Some(Route::Projects);
}
widgets::copyable(
ui,
RichText::new(format!("· Project {id}"))
.font(theme::regular(12.5))
.color(p.muted),
&id.to_string(),
);
});
ui.add_space(4.0);
widgets::copyable_truncated(
ui,
RichText::new(&class.name).font(theme::bold(26.0)),
&class.name,
);
ui.add_space(6.0);
ui.horizontal_wrapped(|ui| {
let (fg, bg) = status_colors(f.status, &p);
widgets::pill(ui, f.status.words(), fg, bg);
match f.kind {
Some(ProjectKind::OnSpec) => {
widgets::pill(ui, ProjectKind::OnSpec.words(), p.accent, p.accent_soft)
.on_hover_text(
"Work done hoping to be paid: its costs are expenses as they are spent, and a repayment is income only when it arrives.",
);
}
k => {
widgets::pill(ui, kind_words(k), p.muted, p.hover);
}
}
});
if let Some(d) = &f.description {
ui.add_space(6.0);
let w = ui.available_width().min(860.0);
ui.allocate_ui(vec2(w, 0.0), |ui| {
ui.set_max_width(w);
ui.label(RichText::new(d).font(theme::regular(15.0)).color(p.muted));
});
}
ui.add_space(14.0);
// What it earned and cost, to date.
let span = format!(
"Every posted line tagged to this project through {}, closing entries left out.",
fmt::date(today)
);
let mut tiles: Vec<Tile> = vec![
(
"Income to date".into(),
to_date.as_ref().map(|t| t.revenue),
format!("{span} Revenue lines."),
None,
),
(
"Spending to date".into(),
to_date.as_ref().map(|t| t.expenses),
format!("{span} Expense lines."),
None,
),
(
"Net to date".into(),
to_date.as_ref().map(|t| t.net()),
format!("{span} Income less spending."),
to_date.as_ref().map(|t| {
let n = t.net();
if n < Decimal::ZERO {
("a loss so far".to_string(), p.negative)
} else if n.is_zero() {
("even".to_string(), p.muted)
} else {
("a profit so far".to_string(), p.positive)
}
}),
),
];
if let Some(u) = to_date.as_ref().and_then(|t| t.unrecovered_cost) {
tiles.push((
"Unrecovered cost".into(),
Some(u),
format!(
"{span} Spending less income, never below zero: what it would take to be repaid in full. A hoped-for payment isn't income or a receivable until it arrives (ASC 450-30-25-1), so this is a figure, not something owed to the company."
),
Some(("if repaid: not a receivable".into(), p.muted)),
));
}
if f.kind == Some(ProjectKind::Client)
&& let Some(t) = &to_date
&& !t.revenue.is_zero()
{
tiles.push((
"Margin to date".into(),
None,
format!("{span} Net as a share of income."),
None,
));
}
let margin = to_date
.as_ref()
.and_then(|t| super::profit::pct(t.net(), t.revenue));
let n = tiles.len();
super::grid(ui, n, 170.0, 6, |i, ui| {
let (label, value, how, sub) = &tiles[i];
let text = if label == "Margin to date" {
margin.map_or_else(|| "—".into(), |m| format!("{m}%"))
} else {
fmt::dollars_or(*value)
};
let r = widgets::kpi(
ui,
widgets::Kpi {
label,
value: text,
sub: sub.clone(),
spark: None,
how,
},
);
if let Some(v) = value {
r.context_menu(|ui| widgets::copy_item(ui, "Copy amount", &v.to_string()));
}
});
ui.add_space(2.0);
// By month and by account.
let first = entries
.iter()
.filter_map(|(e, _)| b.ledger.get_entry(*e))
.filter(|e| e.status() == ledger_core::EntryStatus::Posted)
.map(|e| e.date())
.min();
super::columns(ui, 860.0, &[1.0, 1.0], |col, ui| {
if col == 0 {
months_card(ui, b, id, first);
} else {
accounts_card(ui, b, id, &mut go);
}
});
super::columns(ui, 860.0, &[1.0, 1.0], |col, ui| {
if col == 0 {
facts_card(ui, b, id, &class.name, &f, &mut go);
} else {
decisions_card(ui, b, id, &mut go);
}
});
entries_card(ui, b, &entries, &mut go);
ui.add_space(14.0);
let here = [ledger_store::Subject::Project(u64::from(id))];
super::documents::documents_card_with(
ui,
b,
"Documents",
&here,
&here,
"No documents linked to it (its contract, spec or pitch).",
&mut go,
);
ui.add_space(14.0);
let events = project_events(b, id);
widgets::titled_card(
ui,
"History",
|_| {},
|ui| {
if events.is_empty() {
ui.label(RichText::new("No journal events name it.").color(p.muted));
}
for &i in &events {
let line = &b.journal[i];
let ev = super::journal::describe_any(b, line);
if widgets::history_row(ui, ev.icon, &ev.text, line.seq, &line.ts).clicked() {
go = Some(Route::JournalEvent(line.seq));
}
}
},
);
});
if let Some(r) = go {
shell.go(r);
}
}
/// Income, spending and net by month: from the month of its first posted
/// tagged entry through this month, at most the last 24.
fn months_card(ui: &mut Ui, b: &Books, id: ClassId, first: Option<NaiveDate>) {
let p = pal(ui.ctx());
let span = first.map(|f| {
let start = ledger_core::analysis::interval_start(
f.min(b.today),
ledger_core::analysis::Interval::Month,
);
crate::books::Books::last_months((start, b.today), 24)
});
let months = span
.and_then(|(s, e)| ledger_core::project_figures(&b.ledger, id, s, e).ok())
.map(|f| f.months)
.unwrap_or_default();
widgets::titled_card(
ui,
"By month",
|ui| {
if let Some((s, _)) = span {
ui.label(
RichText::new(format!("since {}", fmt::month(s)))
.font(theme::regular(12.0))
.color(p.muted),
);
}
},
|ui| {
if months.is_empty() {
widgets::empty(ui, icon::CHART_BAR, "No tagged lines yet", "");
return;
}
let multi_year =
months.first().map(|m| m.start.year()) != months.last().map(|m| m.start.year());
let groups: Vec<BarGroup> = months
.iter()
.map(|m| BarGroup {
label: m.start.format("%b").to_string(),
values: vec![m.revenue, m.expenses, m.net()],
year: multi_year.then(|| m.start.year()),
})
.collect();
// Hover shows a month's figures; a click opens nothing, since
// the reports are the whole company's, not the project's.
charts::bar_chart_view(
ui,
&groups,
&[
("Income", p.series[1]),
("Spending", p.series[2]),
("Net", p.series[0]),
],
200.0,
);
},
);
}
/// Its revenue then expense accounts to date, with a total.
fn accounts_card(ui: &mut Ui, b: &Books, id: ClassId, go: &mut Option<Route>) {
let p = pal(ui.ctx());
// The to-date statement alone: project_figures would build every
// month's too, each frame.
let pl = ledger_core::reports::profit_and_loss_for_period(
&b.ledger,
ledger_core::calendar::FIRST_DAY.min(b.today),
b.today,
Some(id),
)
.ok();
widgets::titled_card(
ui,
"By account, to date",
|_| {},
|ui| {
let Some(pl) = pl.filter(|pl| !pl.revenue.is_empty() || !pl.expenses.is_empty()) else {
widgets::empty(ui, icon::TREE_STRUCTURE, "No income or spending tagged", "");
return;
};
let amt = widgets::amount_col_w(ui.available_width(), 1, 160.0, 140.0);
let w = ui.available_width();
let mut line = |ui: &mut Ui, l: &ledger_core::StatementLine, expense: bool| {
let shown = if expense { -l.amount } else { l.amount };
let resp = row(
ui,
w,
&[
(format!("{} {}", l.code, l.name), 0.0, false, p.text),
(
fmt::accounting(shown),
amt,
true,
if shown < Decimal::ZERO {
p.negative
} else {
p.text
},
),
],
None,
false,
true,
);
if resp.on_hover_text("Open this account's register").clicked()
&& let Some(a) = b.ledger.chart().find_by_code(&l.code)
{
*go = Some(Route::Account(a.id));
}
};
for l in &pl.revenue {
line(ui, l, false);
}
for l in &pl.expenses {
line(ui, l, true);
}
widgets::rule(ui);
let net = pl.net_income();
row(
ui,
w,
&[
("Net".to_string(), 0.0, false, p.text),
(
fmt::accounting(net),
amt,
true,
if net < Decimal::ZERO {
p.negative
} else {
p.text
},
),
],
None,
true,
false,
);
ui.add_space(4.0);
ui.label(
RichText::new(
"Spending shows in parentheses; only revenue and expense lines count.",
)
.font(theme::regular(11.5))
.color(p.faint),
);
},
);
}
/// What it is: kind, status, party, dates, links, ids, description, notes.
fn facts_card(
ui: &mut Ui,
b: &Books,
id: ClassId,
name: &str,
f: &ProjectFacts,
go: &mut Option<Route>,
) {
let p = pal(ui.ctx());
widgets::titled_card(
ui,
"Facts",
|_| {},
|ui| {
facts(ui, |ui, k| {
let none = |ui: &mut Ui| {
ui.label(RichText::new("not recorded").color(p.faint));
};
k(ui, "Name");
widgets::copyable_truncated(ui, RichText::new(name), name);
ui.end_row();
k(ui, "Kind");
match f.kind {
Some(kind) => {
ui.label(kind.words());
}
None => none(ui),
}
ui.end_row();
k(ui, "Status");
ui.label(f.status.words());
ui.end_row();
k(ui, "Party");
match f.party {
Some(pid) => {
if widgets::link(ui, RichText::new(b.party_label(pid)).color(p.accent))
.on_hover_text("Open this party")
.clicked()
{
*go = Some(Route::Party(pid));
}
}
None => none(ui),
}
ui.end_row();
k(ui, "Started");
match f.started_on {
Some(d) => {
ui.label(fmt::date(d));
}
None => none(ui),
}
ui.end_row();
if f.ended_on.is_some() || f.status.is_over() {
k(ui, "Ended");
match f.ended_on {
Some(d) => {
ui.label(fmt::date(d));
}
None => none(ui),
}
ui.end_row();
}
k(ui, "Links");
if f.links.is_empty() {
none(ui);
} else {
ui.vertical(|ui| {
ui.spacing_mut().item_spacing.y = 0.0;
for l in &f.links {
widgets::copyable_truncated(ui, RichText::new(l), l);
}
});
}
ui.end_row();
k(ui, "Project id");
widgets::copyable(ui, RichText::new(id.to_string()), &id.to_string());
ui.end_row();
});
if let Some(n) = &f.notes {
ui.add_space(8.0);
ui.label(
RichText::new("Notes")
.font(theme::regular(12.5))
.color(p.muted),
);
ui.add(egui::Label::new(RichText::new(n).font(theme::regular(13.0))).wrap());
}
},
);
}
/// The decisions naming it, newest first; replaced ones muted.
fn decisions_card(ui: &mut Ui, b: &Books, id: ClassId, go: &mut Option<Route>) {
let p = pal(ui.ctx());
let decisions: Vec<_> = b
.ledger
.conventions()
.decisions()
.filter(|d| d.new.projects.contains(&id))
.collect();
widgets::titled_card(
ui,
"Decisions",
|ui| {
if !decisions.is_empty() {
widgets::pill(ui, &decisions.len().to_string(), p.muted, p.hover);
}
},
|ui| {
if decisions.is_empty() {
ui.label(RichText::new("No decision names this project.").color(p.muted));
return;
}
for (i, d) in decisions.iter().rev().enumerate() {
if i > 0 {
ui.add_space(4.0);
widgets::rule(ui);
ui.add_space(4.0);
}
let replaced = d.superseded_by.is_some();
let text = if replaced { p.muted } else { p.text };
if widgets::link(
ui,
RichText::new(&d.new.subject)
.font(theme::semibold(13.0))
.color(text),
)
.on_hover_text("Open it in the journal")
.clicked()
{
*go = Some(Route::JournalEvent(d.seq));
}
ui.add(
egui::Label::new(
RichText::new(&d.new.decision_md)
.font(theme::regular(12.5))
.color(if replaced { p.muted } else { p.text }),
)
.wrap(),
);
let mut by = format!(
"{} · {}",
d.new.decided_by.join(" and "),
fmt::date(d.new.decided_on)
);
if let Some(n) = d.superseded_by {
by.push_str(&format!(" · replaced by #{n}"));
}
ui.label(RichText::new(by).font(theme::regular(11.0)).color(p.faint));
}
},
);
}
/// Every entry with a line tagged to it, newest first, with its project
/// amount.
fn entries_card(ui: &mut Ui, b: &Books, entries: &[(u64, Decimal)], go: &mut Option<Route>) {
let p = pal(ui.ctx());
widgets::titled_card(
ui,
"Entries",
|ui| {
ui.label(
RichText::new(fmt::count(entries.len(), "entry", "entries"))
.font(theme::regular(12.0))
.color(p.muted),
);
},
|ui| {
if entries.is_empty() {
ui.label(
RichText::new("No line in the books is tagged with it yet.").color(p.muted),
);
return;
}
let amt = widgets::AMOUNT_MIN + 24.0;
let w = ui.available_width().max(104.0 + 64.0 + 150.0 + amt + 200.0);
widgets::min_width(ui, "project_entries", w, |ui| {
let head = |t: &str, cw: f32, right: bool| (t.to_string(), cw, right, p.muted);
row(
ui,
w,
&[
head("Date", 104.0, false),
head("Entry", 64.0, false),
head("Description", 0.0, false),
head("Kind", 150.0, false),
head("Project amount", amt, true),
],
None,
true,
false,
);
widgets::rule(ui);
for (eid, amount) in entries {
let Some(e) = b.entry(*eid) else {
continue;
};
let draft = e.status != ledger_core::EntryStatus::Posted;
let text = if draft { p.muted } else { p.text };
let kind = if draft {
format!("{} · draft", e.origin)
} else {
e.origin.to_string()
};
let mut sub: Vec<String> = Vec::new();
if e.amount != Some(amount.abs()) {
sub.push(format!("of {}", fmt::dollars_or(e.amount)));
}
if !e.receipts.is_empty() {
sub.push(fmt::count(e.receipts.len(), "receipt", "receipts"));
}
let accounts: Vec<String> =
e.accounts.iter().map(|a| b.account_name(*a)).collect();
sub.push(accounts.join(" → "));
let sub = sub.join(" · ");
let resp = row(
ui,
w,
&[
(fmt::date(e.date), 104.0, false, text),
(format!("#{}", e.id), 64.0, false, p.muted),
(e.description.clone(), 0.0, false, text),
(kind, 150.0, false, if draft { p.warning } else { p.muted }),
(
fmt::accounting(*amount),
amt,
true,
if *amount < Decimal::ZERO {
p.negative
} else {
text
},
),
],
Some((sub.as_str(), p.faint)),
false,
true,
);
resp.context_menu(|ui| {
widgets::copy_item(ui, "Copy entry number", &format!("#{}", e.id));
widgets::copy_item(ui, "Copy project amount", &amount.to_string());
});
if resp.on_hover_text("Open this entry").clicked() {
*go = Some(Route::Entry(e.id));
}
}
});
ui.add_space(4.0);
ui.label(
RichText::new(
"Project amount: the entry's tagged income less its tagged spending; a tagged balance-sheet line counts nothing.",
)
.font(theme::regular(11.5))
.color(p.faint),
);
},
);
}