egui/wgpu app for owners and their accountant: Overview, Cash, Profit, Transactions (with rendered receipts and journal history), Reports (statements with interval columns, comparisons, drill-down), Accounts, Documents, Company, Journal; Ctrl+K palette; back/forward; light/dark. Follows the journal live (~30 ms from write to screen). --demo opens a deterministic demo company, also used for screenshot tests. Engine: ledger-store Snapshot (read-only, incremental, tolerant of a half-written tail); ledger-core analysis (intervals, balance series, P&L by interval, cash flows); ledger-config extracted from ledger-mcp with the full company profile and cash_accounts. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
196 lines
5.2 KiB
Rust
196 lines
5.2 KiB
Rust
//! Where you are and how you got there: a browser-style history.
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use ledger_core::{AccountId, EntryId};
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#[derive(Clone, Copy, Debug, PartialEq, Eq, Hash)]
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pub enum ReportKind {
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ProfitAndLoss,
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BalanceSheet,
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CashFlow,
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TrialBalance,
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GeneralLedger,
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MembersEquity,
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TaxSummary,
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ArAging,
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ApAging,
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Vendor1099,
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}
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impl ReportKind {
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pub const ALL: [ReportKind; 10] = [
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ReportKind::ProfitAndLoss,
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ReportKind::BalanceSheet,
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ReportKind::CashFlow,
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ReportKind::MembersEquity,
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ReportKind::TrialBalance,
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ReportKind::GeneralLedger,
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ReportKind::TaxSummary,
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ReportKind::Vendor1099,
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ReportKind::ArAging,
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ReportKind::ApAging,
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];
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pub fn title(self) -> &'static str {
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match self {
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ReportKind::ProfitAndLoss => "Profit and loss",
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ReportKind::BalanceSheet => "Balance sheet",
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ReportKind::CashFlow => "Cash flow",
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ReportKind::TrialBalance => "Trial balance",
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ReportKind::GeneralLedger => "General ledger",
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ReportKind::MembersEquity => "Owners' equity",
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ReportKind::TaxSummary => "Tax summary",
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ReportKind::ArAging => "Receivables aging",
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ReportKind::ApAging => "Payables aging",
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ReportKind::Vendor1099 => "1099 worksheet",
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}
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}
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}
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#[derive(Clone, Debug, PartialEq)]
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pub enum Route {
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Overview,
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Cash,
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Profit,
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Transactions,
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Entry(EntryId),
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Reports(ReportKind),
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Accounts,
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Account(AccountId),
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Documents,
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Document(u64),
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Company,
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Journal,
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JournalEvent(u64),
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}
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impl Route {
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/// The sidebar section this route belongs to.
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pub fn section(&self) -> Section {
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match self {
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Route::Overview => Section::Overview,
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Route::Cash => Section::Cash,
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Route::Profit => Section::Profit,
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Route::Transactions | Route::Entry(_) => Section::Transactions,
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Route::Reports(_) => Section::Reports,
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Route::Accounts | Route::Account(_) => Section::Accounts,
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Route::Documents | Route::Document(_) => Section::Documents,
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Route::Company => Section::Company,
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Route::Journal | Route::JournalEvent(_) => Section::Journal,
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}
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}
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}
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#[derive(Clone, Copy, Debug, PartialEq, Eq)]
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pub enum Section {
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Overview,
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Cash,
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Profit,
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Transactions,
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Reports,
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Accounts,
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Documents,
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Company,
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Journal,
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}
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impl Section {
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pub const ALL: [Section; 9] = [
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Section::Overview,
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Section::Cash,
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Section::Profit,
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Section::Transactions,
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Section::Reports,
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Section::Accounts,
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Section::Documents,
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Section::Company,
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Section::Journal,
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];
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pub fn title(self) -> &'static str {
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match self {
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Section::Overview => "Overview",
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Section::Cash => "Cash",
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Section::Profit => "Profit",
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Section::Transactions => "Transactions",
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Section::Reports => "Reports",
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Section::Accounts => "Accounts",
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Section::Documents => "Documents",
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Section::Company => "Company",
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Section::Journal => "Journal",
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}
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}
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pub fn icon(self) -> &'static str {
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use egui_phosphor::regular as i;
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match self {
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Section::Overview => i::SQUARES_FOUR,
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Section::Cash => i::BANK,
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Section::Profit => i::TREND_UP,
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Section::Transactions => i::LIST_BULLETS,
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Section::Reports => i::FILE_TEXT,
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Section::Accounts => i::TREE_STRUCTURE,
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Section::Documents => i::FILES,
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Section::Company => i::BUILDINGS,
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Section::Journal => i::SCROLL,
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}
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}
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pub fn home(self) -> Route {
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match self {
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Section::Overview => Route::Overview,
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Section::Cash => Route::Cash,
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Section::Profit => Route::Profit,
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Section::Transactions => Route::Transactions,
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Section::Reports => Route::Reports(ReportKind::ProfitAndLoss),
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Section::Accounts => Route::Accounts,
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Section::Documents => Route::Documents,
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Section::Company => Route::Company,
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Section::Journal => Route::Journal,
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}
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}
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}
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/// Back/forward history.
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pub struct Nav {
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back: Vec<Route>,
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forward: Vec<Route>,
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pub current: Route,
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}
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impl Nav {
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pub fn new(start: Route) -> Self {
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Self {
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back: Vec::new(),
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forward: Vec::new(),
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current: start,
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}
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}
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pub fn go(&mut self, to: Route) {
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if to != self.current {
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self.back.push(std::mem::replace(&mut self.current, to));
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self.forward.clear();
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}
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}
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pub fn can_back(&self) -> bool {
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!self.back.is_empty()
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}
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pub fn can_forward(&self) -> bool {
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!self.forward.is_empty()
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}
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pub fn back(&mut self) {
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if let Some(r) = self.back.pop() {
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self.forward.push(std::mem::replace(&mut self.current, r));
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}
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}
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pub fn forward(&mut self) {
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if let Some(r) = self.forward.pop() {
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self.back.push(std::mem::replace(&mut self.current, r));
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}
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}
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}
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