- core: asset tags (generated PREFIX-0001 or the human's own; unique ignoring case; never reused by another asset) and serial numbers (rules.md B-24); a journaled link from an asset to the entry that acquired it (posted, unreversed, debiting the cost account); fixed_asset_register(as_of), reconciled to the GL (unposted depreciation, unregistered cost) - store: asset.tagged, asset.serial_set, asset.acquisition_linked journaled, replayed, projected (schema v9); differs_from now also compares control roles and tag history - config: [books] asset_tag_prefix, default the company's initials without legal-form words - import: Avery 5160/8160 label sheets with QR codes (geometry vendored from Avery, docs/spec/sources/avery-5160.md); the register as XLSX and PDF - mcp: register_asset tags (and links) automatically; books.label_asset, books.asset_labels; asset tools take a tag; books.show asset / assets page / register report; export fixed_asset_register (json, csv, xlsx, pdf) and in the CPA package - viewer: Assets page (register, reconciliation), asset page (identity, schedule posted vs not, entries, documents), Fixed asset register report, global search by tag/serial/description, journal text, needs-attention items - fix: verify compared snapshot amounts as strings; a zero total summed in hash-map order could print "0" or "0.00", so agreeing books failed verify at random. Now by value (regression test) - tests: spec-blind suites for tags, register, prefix, store, MCP; label and register PDF/XLSX tests; viewer tests Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
385 lines
14 KiB
Rust
385 lines
14 KiB
Rust
//! Ctrl+K: jump to anything. Pages, reports, accounts, entries (by text,
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//! amount, or #id), fixed assets (by tag, serial, or description), vendors,
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//! and documents, ranked by a simple fuzzy match.
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use crate::books::Books;
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use crate::fmt;
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use crate::nav::{ReportKind, Route, Section};
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use crate::theme::{self, pal};
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use egui::{CornerRadius, Key, Margin, RichText, Sense, Stroke, vec2};
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use egui_phosphor::regular as icon;
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#[derive(Default)]
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pub struct Palette {
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open: bool,
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query: String,
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selected: usize,
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focus: bool,
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}
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/// One search result.
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pub struct Item {
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pub icon: &'static str,
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pub title: String,
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pub detail: String,
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pub route: Route,
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pub score: i32,
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}
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impl Palette {
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pub fn open(&mut self) {
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self.open = true;
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self.query.clear();
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self.selected = 0;
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self.focus = true;
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}
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/// Show the palette if open; returns where to go.
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pub fn show(&mut self, ctx: &egui::Context, books: &Books) -> Option<Route> {
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if !self.open {
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return None;
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}
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let p = pal(ctx);
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let items = search(books, &self.query);
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let mut go = None;
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let (up, down, enter, esc) = ctx.input(|i| {
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(
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i.key_pressed(Key::ArrowUp),
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i.key_pressed(Key::ArrowDown),
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i.key_pressed(Key::Enter),
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i.key_pressed(Key::Escape),
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)
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});
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if down {
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self.selected = (self.selected + 1).min(items.len().saturating_sub(1));
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}
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if up {
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self.selected = self.selected.saturating_sub(1);
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}
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if esc {
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self.open = false;
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return None;
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}
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if enter && let Some(it) = items.get(self.selected) {
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self.open = false;
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return Some(it.route.clone());
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}
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let modal = egui::Modal::new(egui::Id::new("palette"))
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.frame(
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egui::Frame::new()
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.fill(p.surface)
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.stroke(Stroke::new(1.0, p.border))
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.corner_radius(CornerRadius::same(14))
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.inner_margin(Margin::same(10)),
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)
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.show(ctx, |ui| {
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// Never wider or taller than the window allows.
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let screen = ctx.content_rect().size();
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ui.set_width(620.0_f32.min(screen.x - 48.0).max(200.0));
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let edit = egui::TextEdit::singleline(&mut self.query)
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.hint_text("Search entries, accounts, assets, vendors, documents, reports…")
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.font(theme::regular(16.0))
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.frame(egui::Frame::NONE)
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.desired_width(f32::INFINITY);
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let r = ui.add(edit);
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if self.focus {
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r.request_focus();
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self.focus = false;
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}
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if r.changed() {
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self.selected = 0;
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}
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ui.add_space(6.0);
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crate::widgets::rule(ui);
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ui.add_space(4.0);
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egui::ScrollArea::vertical()
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.max_height(420.0_f32.min(screen.y - 160.0).max(120.0))
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.show(ui, |ui| {
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if items.is_empty() {
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ui.label(RichText::new("Nothing matches.").color(p.muted));
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}
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for (i, it) in items.iter().enumerate() {
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let (rect, resp) = ui.allocate_exact_size(
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vec2(ui.available_width(), 40.0),
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Sense::click(),
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);
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if i == self.selected || resp.hovered() {
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ui.painter()
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.rect_filled(rect, CornerRadius::same(8), p.hover);
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}
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if i == self.selected {
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ui.scroll_to_rect(rect, None);
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}
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let painter = ui.painter_at(rect);
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painter.text(
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rect.left_center() + vec2(12.0, 0.0),
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egui::Align2::LEFT_CENTER,
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it.icon,
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egui::FontId::proportional(16.0),
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p.muted,
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);
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painter.text(
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rect.left_center() + vec2(38.0, -7.0),
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egui::Align2::LEFT_CENTER,
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&it.title,
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theme::regular(14.0),
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p.text,
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);
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painter.text(
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rect.left_center() + vec2(38.0, 9.0),
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egui::Align2::LEFT_CENTER,
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&it.detail,
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theme::regular(11.5),
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p.faint,
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);
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if resp.clicked() {
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go = Some(it.route.clone());
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}
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}
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});
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});
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if modal.should_close() {
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self.open = false;
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}
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if go.is_some() {
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self.open = false;
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}
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go
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}
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}
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/// Subsequence match: every query character in order, rewarding
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/// contiguous runs and word starts. None if no match.
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/// Fuzzy match score, higher is better.
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///
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/// ```text
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/// INVARIANTS:
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/// 1. Matches (Some) exactly when the query's non-space characters,
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/// lower-cased, appear in order in the lower-cased hay; the empty
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/// query matches everything with score 0.
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/// 2. A match's score is at least the number of non-space query
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/// characters; consecutive matches and matches at a word start score
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/// more. The score is the best over every way to match (not the
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/// first match found), so a hay holding the query whole at a word
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/// start scores at least as high as any hay's match of it.
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/// ```
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pub fn fuzzy(hay: &str, query: &str) -> Option<i32> {
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let hay: Vec<char> = hay.to_lowercase().chars().collect();
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// Query characters, each marked whether a space came just before it
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// (a space ends a run: the next match earns no run bonus).
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let mut q: Vec<(char, bool)> = Vec::new();
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let mut after_space = false;
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for c in query.to_lowercase().chars() {
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if c == ' ' {
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after_space = true;
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} else {
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q.push((c, after_space));
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after_space = false;
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}
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}
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if q.is_empty() {
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return Some(0);
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}
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// The best score over every way to match (a greedy left-most match
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// can miss a word start further on): best[j] is the top score for the
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// query so far with its last character at hay[j].
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let word_start = |j: usize| j == 0 || !hay[j - 1].is_alphanumeric();
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let mut best: Vec<Option<i32>> = hay
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.iter()
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.enumerate()
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.map(|(j, &c)| (c == q[0].0).then(|| 1 + if word_start(j) { 4 } else { 0 }))
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.collect();
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for &(qc, gap) in &q[1..] {
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let mut next = vec![None; hay.len()];
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// The best score ending strictly before j.
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let mut before: Option<i32> = None;
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for j in 0..hay.len() {
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if hay[j] == qc {
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let bonus = if word_start(j) { 4 } else { 0 };
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let run = if gap {
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None
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} else {
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j.checked_sub(1)
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.and_then(|p| best[p])
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.map(|s| s + 6 + bonus)
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};
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let jump = before.map(|s| s + 1 + bonus);
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next[j] = run.max(jump);
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}
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before = before.max(best[j]);
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}
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best = next;
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}
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best.into_iter().flatten().max()
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}
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/// What the palette lists for `query`, best first (at most 40).
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///
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/// ```text
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/// INVARIANTS (fixed assets; everything else as it was):
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/// 1. An asset whose tag equals the trimmed query, ignoring ASCII case,
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/// scores 2000: above every other result (an entry's exact #id is
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/// 1000).
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/// 2. Otherwise an asset is listed when the query fuzzily matches its
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/// tag, serial, and description; a query found whole in its tag or
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/// serial (ignoring case) adds 500, in its description 50.
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/// 3. Every asset result opens Route::Asset(its id).
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/// ```
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pub fn search(b: &Books, query: &str) -> Vec<Item> {
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let q = query.trim();
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let mut out: Vec<Item> = Vec::new();
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let mut add = |icon: &'static str, title: String, detail: String, route: Route, hay: &str| {
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if let Some(score) = fuzzy(hay, q) {
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out.push(Item {
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icon,
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title,
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detail,
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route,
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score,
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});
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}
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};
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for s in Section::ALL {
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add(
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s.icon(),
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s.title().into(),
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"Page".into(),
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s.home(),
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s.title(),
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);
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}
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for r in ReportKind::ALL {
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add(
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icon::FILE_TEXT,
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r.title().into(),
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"Report".into(),
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Route::Reports(r),
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&format!("report {}", r.title()),
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);
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}
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if !q.is_empty() {
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for a in b.ledger.chart().all() {
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add(
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icon::TREE_STRUCTURE,
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format!("{} {}", a.code, a.name),
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format!("{:?} account", a.account_type),
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Route::Account(a.id),
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&format!("{} {}", a.code, a.name),
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);
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}
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let id_query = q.strip_prefix('#').and_then(|s| s.parse::<u64>().ok());
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for e in &b.entries {
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let exact = id_query == Some(e.id);
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let hay = &e.haystack;
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let score = if exact {
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Some(1000)
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} else {
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fuzzy(hay, q).filter(|_| q.len() >= 2)
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};
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if let Some(score) = score {
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// Prefer substring hits for entries: fuzzy over long text is noisy.
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let bonus = if hay.contains(&q.to_lowercase()) {
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50
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} else {
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0
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};
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if bonus == 0 && !exact && q.len() < 4 {
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continue;
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}
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out.push(Item {
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icon: icon::RECEIPT,
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title: format!("#{} {}", e.id, e.description),
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detail: format!("{} · {}", fmt::date(e.date), fmt::dollars(e.amount)),
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route: Route::Entry(e.id),
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score: score + bonus,
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});
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}
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}
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let ql = q.to_lowercase();
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for a in b.ledger.registered_assets() {
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let tag = a.tag.as_deref().unwrap_or("");
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let serial = a.serial.as_deref().unwrap_or("");
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let hay = format!("{tag} {serial} {}", a.description);
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let score = if !tag.is_empty() && tag.eq_ignore_ascii_case(q) {
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Some(2000)
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} else {
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fuzzy(&hay, q).map(|s| {
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let whole = |t: &str| !t.is_empty() && t.to_lowercase().contains(&ql);
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s + if whole(tag) || whole(serial) {
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500
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} else if whole(&a.description) {
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50
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} else {
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0
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}
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})
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};
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if let Some(score) = score {
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let mut detail = vec!["Fixed asset".to_string()];
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if !serial.is_empty() {
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detail.push(format!("serial {serial}"));
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}
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detail.push(format!("in service {}", fmt::date(a.purchase_date)));
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out.push(Item {
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icon: icon::PACKAGE,
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title: b.asset_label(a.id),
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detail: detail.join(" · "),
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route: Route::Asset(a.id),
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score,
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});
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}
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}
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for v in b.ledger.list_vendors() {
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if let Some(score) = fuzzy(&v.name, q) {
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out.push(Item {
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icon: icon::STOREFRONT,
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title: v.name.clone(),
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detail: "Vendor".into(),
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route: Route::Company,
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score,
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});
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}
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}
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for a in &b.attachments {
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let hay = format!("{} {}", a.file_name, a.description.as_deref().unwrap_or(""));
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if let Some(score) = fuzzy(&hay, q) {
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out.push(Item {
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icon: icon::FILE,
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title: a.file_name.clone(),
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detail: format!(
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"{} · {}",
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fmt::label(&a.category),
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a.description.as_deref().unwrap_or("")
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),
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route: Route::Document(a.id),
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score,
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});
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}
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}
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}
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out.sort_by_key(|i| std::cmp::Reverse(i.score));
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out.truncate(40);
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out
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}
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/// A short description of a route for the breadcrumb.
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pub fn describe(b: &Books, r: &Route) -> String {
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match r {
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Route::Entry(id) => b
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.entry(*id)
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.map(|e| format!("#{} {}", e.id, e.description))
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.unwrap_or_default(),
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Route::Reports(k) => k.title().into(),
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Route::Account(id) => b.account_label(*id),
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Route::Document(id) => b
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.attachments
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.iter()
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.find(|a| a.id == *id)
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.map(|a| a.file_name.clone())
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.unwrap_or_default(),
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Route::Asset(id) => b.asset_label(*id),
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Route::JournalEvent(seq) => format!("Event {seq}"),
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_ => String::new(),
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}
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}
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