Files
wanderbooks/crates/ledger-gui/src/app.rs
T
swaitsandClaude Opus 5.5 45784266b5 feat: the CPA package carries the evidence; the site answers 'why not QuickBooks?'
CPA package: every receipt behind the period's entries with an index,
company documents, the journal as IIF, the 1099 worksheet, and a README;
include_receipts=false for a light package. The scaffolded AGENTS.md
covers receipts from email, switching from QuickBooks/Xero/spreadsheets,
and working with the CPA. GUI: a books copy without a server database
reads 'Read-only copy'. Site: example prompts, QuickBooks comparison,
what it does and doesn't do yet, the CPA section, FAQ.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 17:14:42 -07:00

460 lines
18 KiB
Rust

//! The window: sidebar, top bar, and the current page.
use crate::books::Books;
use crate::data::{Loader, Source, Update};
use crate::nav::{Nav, Route, Section};
use crate::pages;
use crate::receipts::Receipts;
use crate::theme::{self, pal};
use egui::{
Align, Color32, CornerRadius, Frame, Key, Layout, Margin, RichText, Sense, Stroke, Ui, vec2,
};
use egui_phosphor::regular as icon;
use std::sync::Arc;
/// Per-page state that survives navigation.
#[derive(Default)]
pub struct PageState {
pub transactions: pages::transactions::State,
pub reports: pages::reports::State,
pub accounts: pages::accounts::State,
pub documents: pages::documents::State,
pub journal: pages::journal::State,
}
/// What a page can ask of the shell.
pub struct Shell<'a> {
pub receipts: &'a mut Receipts,
pub state: &'a mut PageState,
pub go: Option<Route>,
/// Seconds since the last live update arrived (for "new" highlights).
pub since_update: f64,
}
impl Shell<'_> {
pub fn go(&mut self, r: Route) {
self.go = Some(r);
}
}
pub struct App {
loader: Option<Loader>,
books: Option<Arc<Books>>,
error: Option<String>,
nav: Nav,
receipts: Receipts,
dark: bool,
state: PageState,
palette: crate::palette::Palette,
updated_at: f64,
}
impl App {
/// The live app over a books directory.
pub fn new(cc: &eframe::CreationContext<'_>, source: Source) -> Self {
let dark = cc
.storage
.and_then(|s| s.get_string("dark"))
.map(|v| v == "true")
.unwrap_or(cc.egui_ctx.global_style().visuals.dark_mode);
let mut app = Self::bare(&cc.egui_ctx, dark);
app.loader = Some(Loader::spawn(source, cc.egui_ctx.clone()));
app
}
/// An app showing fixed books (tests and screenshots).
pub fn with_books(ctx: &egui::Context, books: Books, dark: bool, start: Route) -> Self {
let mut app = Self::bare(ctx, dark);
app.books = Some(Arc::new(books));
app.nav = Nav::new(start);
app
}
fn bare(ctx: &egui::Context, dark: bool) -> Self {
theme::install_fonts(ctx);
theme::apply(ctx, dark);
egui_extras::install_image_loaders(ctx);
Self {
loader: None,
books: None,
error: None,
nav: Nav::new(Route::Overview),
receipts: Receipts::new(ctx),
dark,
state: PageState::default(),
palette: Default::default(),
updated_at: -1e9,
}
}
/// Navigate (tests).
pub fn goto(&mut self, r: Route) {
self.nav.go(r);
}
/// Block until every receipt on screen has rendered (screenshots).
pub fn settle(&mut self, ctx: &egui::Context) {
self.receipts.settle(ctx);
}
/// Page state (tests).
pub fn state_mut(&mut self) -> &mut PageState {
&mut self.state
}
fn handle_keys(&mut self, ui: &Ui) {
let (back, fwd, palette) = ui.input(|i| {
(
(i.modifiers.alt && i.key_pressed(Key::ArrowLeft))
|| i.pointer.button_pressed(egui::PointerButton::Extra1),
(i.modifiers.alt && i.key_pressed(Key::ArrowRight))
|| i.pointer.button_pressed(egui::PointerButton::Extra2),
i.modifiers.command && i.key_pressed(Key::K),
)
});
if back {
self.nav.back();
}
if fwd {
self.nav.forward();
}
if palette {
self.palette.open();
}
}
fn sidebar(&mut self, ui: &mut Ui) {
let p = pal(ui.ctx());
let books = self.books.clone();
egui::Panel::left("sidebar")
.exact_size(224.0)
.resizable(false)
.frame(
Frame::new()
.fill(p.sidebar)
.inner_margin(Margin::symmetric(12, 16)),
)
.show(ui, |ui| {
ui.horizontal(|ui| {
let (r, _) = ui.allocate_exact_size(vec2(28.0, 28.0), Sense::hover());
ui.painter().rect_filled(r, CornerRadius::same(8), p.accent);
let initial = books
.as_ref()
.and_then(|b| b.company_name().chars().next())
.unwrap_or('W');
ui.painter().text(
r.center(),
egui::Align2::CENTER_CENTER,
initial,
theme::bold(15.0),
Color32::WHITE,
);
ui.vertical(|ui| {
ui.spacing_mut().item_spacing.y = 0.0;
let name = books
.as_ref()
.map(|b| b.company_name().to_string())
.unwrap_or_else(|| "wanderbooks".into());
ui.add(
egui::Label::new(RichText::new(name).font(theme::semibold(13.5)))
.truncate(),
);
ui.label(
RichText::new("Books")
.font(theme::regular(11.5))
.color(p.muted),
);
});
});
ui.add_space(18.0);
let current = self.nav.current.section();
let attention = books.as_ref().map(|b| b.attention.len()).unwrap_or(0);
for s in Section::ALL {
let on = s == current;
let (rect, resp) =
ui.allocate_exact_size(vec2(ui.available_width(), 32.0), Sense::click());
if on {
ui.painter()
.rect_filled(rect, CornerRadius::same(8), p.surface);
ui.painter().rect_stroke(
rect,
CornerRadius::same(8),
Stroke::new(1.0, p.border),
egui::StrokeKind::Inside,
);
} else if resp.hovered() {
ui.painter()
.rect_filled(rect, CornerRadius::same(8), p.hover);
}
let color = if on { p.text } else { p.muted };
ui.painter().text(
rect.left_center() + vec2(10.0, 0.0),
egui::Align2::LEFT_CENTER,
s.icon(),
egui::FontId::proportional(16.0),
if on { p.accent } else { p.muted },
);
ui.painter().text(
rect.left_center() + vec2(36.0, 0.0),
egui::Align2::LEFT_CENTER,
s.title(),
if on {
theme::semibold(13.5)
} else {
theme::regular(13.5)
},
color,
);
if s == Section::Overview && attention > 0 {
let badge = egui::Rect::from_center_size(
rect.right_center() - vec2(18.0, 0.0),
vec2(22.0, 18.0),
);
ui.painter()
.rect_filled(badge, CornerRadius::same(9), p.warning_soft);
ui.painter().text(
badge.center(),
egui::Align2::CENTER_CENTER,
attention.to_string(),
theme::semibold(11.0),
p.warning,
);
}
if resp.clicked() {
self.nav.go(s.home());
}
}
ui.with_layout(Layout::bottom_up(Align::Min), |ui| {
let label = if self.dark {
format!("{} Light mode", icon::SUN)
} else {
format!("{} Dark mode", icon::MOON)
};
if ui
.add(
egui::Button::new(
RichText::new(label)
.font(theme::regular(12.5))
.color(p.muted),
)
.frame(false),
)
.clicked()
{
self.dark = !self.dark;
theme::apply(ui.ctx(), self.dark);
}
ui.add_space(6.0);
if let Some(b) = &books {
live_status(
ui,
b,
ui.input(|i| i.time) - self.updated_at,
self.loader.is_some(),
);
}
});
});
}
fn topbar(&mut self, ui: &mut Ui) {
let p = pal(ui.ctx());
egui::Panel::top("topbar")
.exact_size(52.0)
.frame(
Frame::new()
.fill(p.bg)
.inner_margin(Margin::symmetric(20, 10))
.stroke(Stroke::new(1.0, p.border)),
)
.show(ui, |ui| {
ui.horizontal_centered(|ui| {
let nav_btn = |ui: &mut Ui, glyph: &str, enabled: bool, tip: &str| {
ui.add_enabled(
enabled,
egui::Button::new(RichText::new(glyph).size(16.0))
.frame(false)
.min_size(vec2(28.0, 28.0)),
)
.on_hover_text(tip)
.clicked()
};
if nav_btn(ui, icon::ARROW_LEFT, self.nav.can_back(), "Back (Alt+←)") {
self.nav.back();
}
if nav_btn(
ui,
icon::ARROW_RIGHT,
self.nav.can_forward(),
"Forward (Alt+→)",
) {
self.nav.forward();
}
ui.add_space(6.0);
let crumb = self
.books
.as_ref()
.map(|b| crate::palette::describe(b, &self.nav.current))
.unwrap_or_default();
ui.label(
RichText::new(self.nav.current.section().title())
.font(theme::regular(13.5))
.color(p.muted),
);
if !crumb.is_empty() {
ui.label(RichText::new(icon::CARET_RIGHT).color(p.faint));
ui.add(
egui::Label::new(RichText::new(crumb).font(theme::semibold(13.5)))
.truncate(),
);
}
ui.with_layout(Layout::right_to_left(Align::Center), |ui| {
let search = egui::Button::new(
RichText::new(format!(
"{} Search everything… Ctrl K",
icon::MAGNIFYING_GLASS
))
.font(theme::regular(13.0))
.color(p.faint),
)
.fill(p.surface)
.stroke(Stroke::new(1.0, p.border))
.corner_radius(CornerRadius::same(8))
.min_size(vec2(260.0, 30.0));
if ui.add(search).clicked() {
self.palette.open();
}
if let Some(b) = &self.books {
ui.label(
RichText::new(format!("Today {}", crate::fmt::date(b.today)))
.font(theme::regular(12.5))
.color(p.muted),
);
}
});
});
});
}
}
fn live_status(ui: &mut Ui, b: &Books, since_update: f64, live: bool) {
let p = pal(ui.ctx());
Frame::new()
.fill(p.surface)
.stroke(Stroke::new(1.0, p.border))
.corner_radius(CornerRadius::same(8))
.inner_margin(Margin::same(10))
.show(ui, |ui| {
ui.set_width(ui.available_width());
ui.horizontal(|ui| {
let (r, _) = ui.allocate_exact_size(vec2(8.0, 8.0), Sense::hover());
let pulse = (since_update < 2.0) as u8 as f32;
let color = if live { p.positive } else { p.faint };
ui.painter().circle_filled(r.center(), 4.0 + pulse, color);
ui.label(
RichText::new(if live { "Live" } else { "Snapshot" })
.font(theme::semibold(12.0)),
);
ui.label(
RichText::new(format!("· event {}", b.seq()))
.font(theme::regular(12.0))
.color(p.muted),
);
});
let check = |ui: &mut Ui, ok: bool, text: String, tip: String| {
let (glyph, color) = if ok { (icon::SEAL_CHECK, p.muted) } else { (icon::WARNING_CIRCLE, p.negative) };
ui.label(RichText::new(format!("{glyph} {text}")).font(theme::regular(11.5)).color(color))
.on_hover_text(tip);
};
check(
ui,
true,
"Journal chain verified".into(),
format!("Every journal event's hash chains to the one before it.\nHead: {}\nData: {}", b.head, b.data_dir.display()),
);
use ledger_store::DiskCheck;
let (ok, text, tip) = match &b.integrity.disk {
DiskCheck::Matches => (true, "Database matches journal".to_string(), "The server's SQLite database matches a fresh projection of the journal, every table, row for row.".to_string()),
DiskCheck::Behind { applied, journal } => (true, "Database catching up".to_string(), format!("The database has applied {applied} of {journal} journal events; the server applies the rest right after writing them.")),
DiskCheck::Missing => (true, "Read-only copy".to_string(), "No server database here: a copy of the books (a CPA's, say), or the server hasn't run yet. The journal and every file are verified either way.".to_string()),
DiskCheck::Differs(why) => (false, "Database differs".to_string(), format!("{why}. The server rebuilds it from the journal (books.verify, or on its next start).")),
DiskCheck::Unreadable(why) => (false, "Database unreadable".to_string(), why.clone()),
};
check(ui, ok, text, tip);
let bad = b.integrity.file_failures.len();
check(
ui,
bad == 0,
if bad == 0 { format!("{} files verified", b.integrity.files_ok) } else { format!("{bad} files damaged") },
"Every stored receipt and document re-hashed against its recorded SHA-256.".into(),
);
});
}
impl eframe::App for App {
fn ui(&mut self, ui: &mut Ui, _frame: &mut eframe::Frame) {
if let Some(loader) = &self.loader {
match loader.poll() {
Some(Update::Books(b)) => {
if self.books.is_some() {
self.updated_at = ui.input(|i| i.time);
}
self.books = Some(b);
self.error = None;
}
Some(Update::Error(e)) => self.error = Some(e),
None => {}
}
}
self.receipts.pump(ui.ctx());
self.handle_keys(ui);
self.sidebar(ui);
self.topbar(ui);
let p = pal(ui.ctx());
let since_update = ui.input(|i| i.time) - self.updated_at;
if since_update < 6.0 {
ui.ctx()
.request_repaint_after(std::time::Duration::from_millis(250));
}
egui::CentralPanel::no_frame()
.frame(Frame::new().fill(p.bg))
.show(ui, |ui| {
if let Some(err) = &self.error {
Frame::new()
.fill(p.negative_soft)
.inner_margin(Margin::symmetric(20, 8))
.show(ui, |ui| {
ui.set_width(ui.available_width());
ui.label(
RichText::new(format!("{} {err}", icon::WARNING)).color(p.negative),
);
});
}
let Some(books) = self.books.clone() else {
ui.centered_and_justified(|ui| {
ui.label(RichText::new("Opening the books…").color(p.muted));
});
return;
};
let mut shell = Shell {
receipts: &mut self.receipts,
state: &mut self.state,
go: None,
since_update,
};
let route = self.nav.current.clone();
pages::show(ui, &books, &route, &mut shell);
if let Some(to) = shell.go.take() {
self.nav.go(to);
}
if let Some(to) = self.palette.show(ui.ctx(), &books) {
self.nav.go(to);
}
});
}
fn save(&mut self, storage: &mut dyn eframe::Storage) {
storage.set_string("dark", self.dark.to_string());
}
}