Files
wanderbooks/crates/ledger-gui/src/app.rs
T
swaitsandClaude Opus 5.5 f4381f170c
check / check (push) Canceled after 0s
viewer: no false "database differs" while the books are being written
New concurrency test: one thread writes entries, drafts and receipts as
fast as it can while a Snapshot (the viewer) refreshes in a loop. At
every refresh the snapshot's books must balance, never go backward, and
never see the writer's database as differing from the journal; at the
end it must equal the writer in full. It failed 30 runs in 50:
check_disk read the applied position and the tables in separate
statements, so a write landing between them made a consistent database
look like it "differs", which the viewer shows as a problem in Needs
attention.

- check_disk reads in one read transaction (one consistent view).
- A database that has applied lines the viewer hasn't read yet is now
  DiskCheck::Ahead ("viewer catching up"), not Behind.
- Without the transaction the test fails 14 runs in 20; with it, 50/50.

Also: members' equity spec 3b states the exact bound (a member's period
income is within two cents of their share, one cent of rounding at each
end; the running balance chains exactly), and the spec-blind property
checks that bound. docs/testing.md gains the concurrency layer and item
12: each close into members' capital still rounds on its own (pending).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
2026-10-13 18:51:15 -06:00

789 lines
33 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;
/// Window widths below this get the icon rail instead of the sidebar.
pub const COMPACT_BELOW: f32 = 1000.0;
/// 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,
live_label: bool,
}
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,
live_label: false,
}
}
/// 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);
}
/// Go where the agent asked (`books.show`).
pub fn show(&mut self, target: ledger_store::viewer::ViewerTarget) {
use crate::nav::ReportKind;
use ledger_store::viewer::ViewerTarget as T;
let Some(b) = self.books.clone() else {
return;
};
let date = |s: &Option<String>| {
s.as_deref()
.and_then(|d| d.parse::<chrono::NaiveDate>().ok())
};
let route = match target {
T::Page { page } => match page.as_str() {
"overview" => Route::Overview,
"cash" => Route::Cash,
"profit" => Route::Profit,
"transactions" => Route::Transactions,
"reports" => Route::Reports(ReportKind::ProfitAndLoss),
"accounts" => Route::Accounts,
"documents" => Route::Documents,
"company" => Route::Company,
"journal" => Route::Journal,
_ => return,
},
T::Entry { entry_id } => Route::Entry(entry_id),
T::Account { code, start, end } => {
let Some(a) = b.ledger.chart().find_by_code(&code) else {
return;
};
self.state.accounts.range = match (date(&start), date(&end)) {
(None, None) => None,
(s, e) => Some((
s.unwrap_or_else(|| b.kpis.first_entry.unwrap_or(b.today)),
e.unwrap_or(b.today),
)),
};
Route::Account(a.id)
}
T::Report {
report,
start,
end,
columns,
compare,
} => {
use crate::pages::reports::{Columns, Compare};
self.state.reports.columns = match columns.as_deref() {
Some("month") => Columns::Month,
Some("quarter") => Columns::Quarter,
Some("year") => Columns::Year,
_ => Columns::Total,
};
self.state.reports.compare = match compare.as_deref() {
Some("prior_period") => Compare::PriorPeriod,
Some("prior_year") => Compare::PriorYear,
_ => Compare::None,
};
let kind = match report.as_str() {
"profit_and_loss" => ReportKind::ProfitAndLoss,
"balance_sheet" => ReportKind::BalanceSheet,
"cash_flow" => ReportKind::CashFlow,
"members_equity" => ReportKind::MembersEquity,
"trial_balance" => ReportKind::TrialBalance,
"general_ledger" => ReportKind::GeneralLedger,
"tax_summary" => ReportKind::TaxSummary,
"vendor_1099" => ReportKind::Vendor1099,
"ar_aging" => ReportKind::ArAging,
"ap_aging" => ReportKind::ApAging,
_ => return,
};
if let (s, e) = (date(&start), date(&end))
&& (s.is_some() || e.is_some())
{
let (ds, de) = crate::pages::reports::Range::YearToDate.dates(&b);
self.state.reports.range =
crate::pages::reports::Range::Custom(s.unwrap_or(ds), e.unwrap_or(de));
}
Route::Reports(kind)
}
T::Document { attachment_id } => Route::Document(attachment_id),
T::Search { query } => {
let st = &mut self.state.transactions;
st.query = query;
st.filter = Default::default();
st.account = None;
Route::Transactions
}
};
self.nav.go(route);
}
/// Where the app is (tests).
pub fn route(&self) -> &Route {
&self.nav.current
}
/// Page state (tests).
/// Label a fixed-books app "Live", as it reads when following a
/// journal (screenshots of what a running app looks like).
pub fn show_live_label(&mut self) {
self.live_label = true;
}
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();
}
}
/// The sidebar: full below [`COMPACT_BELOW`] window widths, an icon
/// rail (names in tooltips) when the window is narrower.
fn sidebar(&mut self, ui: &mut Ui, compact: bool) {
if compact {
return self.rail(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);
// Short windows: the links scroll above the status box
// instead of the box drawing over them.
let links_h = (ui.available_height() - SIDEBAR_FOOTER).max(64.0);
egui::ScrollArea::vertical()
.id_salt("sidebar_links")
.max_height(links_h)
.show(ui, |ui| {
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() || self.live_label,
);
}
});
});
}
/// The sidebar as a narrow rail of icons, for narrow windows.
fn rail(&mut self, ui: &mut Ui) {
let p = pal(ui.ctx());
let books = self.books.clone();
egui::Panel::left("rail")
.exact_size(RAIL_W)
.resizable(false)
.frame(
Frame::new()
.fill(p.sidebar)
.inner_margin(Margin::symmetric(10, 16)),
)
.show(ui, |ui| {
let name = books
.as_ref()
.map(|b| b.company_name().to_string())
.unwrap_or_else(|| "wanderbooks".into());
let (r, _) =
ui.allocate_exact_size(vec2(ui.available_width(), 28.0), Sense::hover());
let logo = egui::Rect::from_center_size(r.center(), vec2(28.0, 28.0));
ui.painter()
.rect_filled(logo, CornerRadius::same(8), p.accent);
ui.painter().text(
logo.center(),
egui::Align2::CENTER_CENTER,
name.chars().next().unwrap_or('W'),
theme::bold(15.0),
Color32::WHITE,
);
ui.interact(r, ui.id().with("logo"), Sense::hover())
.on_hover_text(format!("{name} · Books"));
ui.add_space(18.0);
let current = self.nav.current.section();
let attention = books.as_ref().map(|b| b.attention.len()).unwrap_or(0);
let links_h = (ui.available_height() - RAIL_FOOTER).max(72.0);
egui::ScrollArea::vertical()
.id_salt("rail_links")
.max_height(links_h)
.show(ui, |ui| {
for s in Section::ALL {
let on = s == current;
let (rect, resp) = ui.allocate_exact_size(
vec2(ui.available_width(), 36.0),
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);
}
ui.painter().text(
rect.center(),
egui::Align2::CENTER_CENTER,
s.icon(),
egui::FontId::proportional(18.0),
if on { p.accent } else { p.muted },
);
let tip = if s == Section::Overview && attention > 0 {
ui.painter().circle_filled(
rect.center() + vec2(9.0, -8.0),
4.0,
p.warning,
);
format!("{} · {attention} need attention", s.title())
} else {
s.title().to_string()
};
if resp.on_hover_text(tip).clicked() {
self.nav.go(s.home());
}
}
});
ui.with_layout(Layout::bottom_up(Align::Center), |ui| {
let (glyph, tip) = if self.dark {
(icon::SUN, "Light mode")
} else {
(icon::MOON, "Dark mode")
};
if ui
.add(
egui::Button::new(RichText::new(glyph).size(16.0).color(p.muted))
.frame(false)
.min_size(vec2(32.0, 32.0)),
)
.on_hover_text(tip)
.clicked()
{
self.dark = !self.dark;
theme::apply(ui.ctx(), self.dark);
}
ui.add_space(6.0);
if let Some(b) = &books {
let live = self.loader.is_some() || self.live_label;
let checks = checks(b);
let ok = checks.iter().all(|c| c.0);
let (r, resp) = ui.allocate_exact_size(vec2(32.0, 32.0), Sense::hover());
if ok {
let pulse = (ui.input(|i| i.time) - self.updated_at < 2.0) as u8 as f32;
ui.painter().circle_filled(
r.center(),
4.0 + pulse,
if live { p.positive } else { p.faint },
);
} else {
ui.painter().text(
r.center(),
egui::Align2::CENTER_CENTER,
icon::WARNING_CIRCLE,
egui::FontId::proportional(18.0),
p.negative,
);
}
let mut tip = format!(
"{} · event {}",
if live { "Live" } else { "Snapshot" },
b.seq()
);
for (ok, text, _) in &checks {
tip.push_str(&format!(
"\n{} {text}",
if *ok {
icon::SEAL_CHECK
} else {
icon::WARNING_CIRCLE
}
));
}
resp.on_hover_text(tip);
}
});
});
}
/// Back, forward, where you are, today, and search. Squeezed, the
/// search shrinks to its icon, the date goes, and the crumb truncates:
/// nothing ever overlaps.
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(16, 10))
.stroke(Stroke::new(1.0, p.border)),
)
.show(ui, |ui| {
let width = ui.available_width();
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);
// Right side first, so the crumb gets only what's left.
ui.with_layout(Layout::right_to_left(Align::Center), |ui| {
let (text, min_w) = if width >= 640.0 {
(
format!(
"{} Search everything… Ctrl K",
icon::MAGNIFYING_GLASS
),
260.0,
)
} else if width >= 420.0 {
(format!("{} Search", icon::MAGNIFYING_GLASS), 0.0)
} else {
(icon::MAGNIFYING_GLASS.to_string(), 30.0)
};
let search = egui::Button::new(
RichText::new(text)
.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(min_w, 30.0));
if ui
.add(search)
.on_hover_text("Search everything (Ctrl K)")
.clicked()
{
self.palette.open();
}
if let Some(b) = &self.books
&& width >= 860.0
{
ui.label(
RichText::new(format!("Today {}", crate::fmt::date(b.today)))
.font(theme::regular(12.5))
.color(p.muted),
);
}
ui.add_space(8.0);
ui.with_layout(Layout::left_to_right(Align::Center), |ui| {
let crumb = self
.books
.as_ref()
.map(|b| crate::palette::describe(b, &self.nav.current))
.unwrap_or_default();
let section = self.nav.current.section().title();
// Narrow, the crumb alone says where you are.
if crumb.is_empty() || ui.available_width() >= 260.0 {
ui.add(
egui::Label::new(
RichText::new(section)
.font(theme::regular(13.5))
.color(p.muted),
)
.truncate(),
);
}
if !crumb.is_empty() {
if ui.available_width() >= 260.0 - 80.0 {
ui.label(RichText::new(icon::CARET_RIGHT).color(p.faint));
}
ui.add(
egui::Label::new(
RichText::new(crumb).font(theme::semibold(13.5)),
)
.truncate(),
);
}
});
});
});
});
}
}
/// Width of the icon rail.
const RAIL_W: f32 = 60.0;
/// Height kept clear under the sidebar's links for the status box and the
/// theme toggle; the rail's equivalent.
const SIDEBAR_FOOTER: f32 = 172.0;
const RAIL_FOOTER: f32 = 84.0;
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),
);
});
for (ok, text, tip) in checks(b) {
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);
}
});
}
/// The integrity checks the sidebar shows: (ok, label, explanation).
fn checks(b: &Books) -> Vec<(bool, String, String)> {
use ledger_store::DiskCheck;
let mut out = vec![(
true,
"Journal chain verified".to_string(),
format!(
"Every journal event's hash chains to the one before it.\nHead: {}\nData: {}",
b.head,
b.data_dir.display()
),
)];
out.push(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::Ahead { .. } => (true, "Viewer catching up".to_string(), "The server has written journal events this view hasn't read yet; it reads them on its next refresh.".to_string()),
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()),
});
let bad = b.integrity.file_failures.len();
out.push((
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(),
));
out
}
impl eframe::App for App {
fn ui(&mut self, ui: &mut Ui, _frame: &mut eframe::Frame) {
let updates = self.loader.as_ref().map(|l| l.poll()).unwrap_or_default();
for u in updates {
match u {
Update::Books(b) => {
if self.books.is_some() {
self.updated_at = ui.input(|i| i.time);
}
self.books = Some(b);
self.error = None;
}
Update::Error(e) => self.error = Some(e),
Update::Show(target) => self.show(target),
}
}
self.receipts.pump(ui.ctx());
self.handle_keys(ui);
let compact = ui.available_width() < COMPACT_BELOW;
self.sidebar(ui, compact);
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());
}
}