extended documentation

Signed-off-by: Stephan Richter <s.richter@srsoftware.de>

accounting/src/main/java/de/srsoftware/umbrella/accounting/AccountDb.java

@@ -16,7 +16,7 @@ public interface AccountDb {
 
 	Collection<UmbrellaUser> getMembers(long accountId);
 
-	Optional<Transaction> lastTransaction(long accountId, String source, String dest, double amount);
+	Optional<Transaction> lastTransaction(long accountId, String source, String destination, Double amount);
 
 	Collection<Account> listAccounts(long userId);
 

accounting/src/main/java/de/srsoftware/umbrella/accounting/AccountingModule.java

@@ -311,12 +311,11 @@ public class AccountingModule extends BaseHandler implements AccountingService {
 		var source = src.get(src.has(Field.ID) ? Field.ID : Field.DISPLAY).toString();
 		if (!json.has(Field.DESTINATION)) throw missingField(Field.DESTINATION);
 		if (!(json.get(Field.DESTINATION) instanceof JSONObject dst)) throw invalidField(Field.SOURCE,JSON);
-		var dest = dst.get(dst.has(Field.ID) ? Field.ID : Field.DISPLAY).toString();
-		if (!json.has(Field.AMOUNT)) throw missingField(Field.AMOUNT);
-		if (!(json.get(Field.AMOUNT) instanceof Number amt)) throw invalidField(Field.AMOUNT,Text.NUMBER);
-		var amount = amt.doubleValue();
+		String destination = dst.has(Field.ID) ? dst.get(Field.ID).toString() : dst.has(Field.DISPLAY) ? dst.get(Field.DISPLAY).toString() : null;
+		Double amount = null;
+		if (json.has(Field.AMOUNT) && json.get(Field.AMOUNT) instanceof Number amt) amount = amt.doubleValue();
 
-		var transaction = accountDb.lastTransaction(accountId, source, dest, amount);
+		var transaction = accountDb.lastTransaction(accountId, source, destination, amount);
 		return transaction.isPresent() ? sendContent(ex,transaction.get()) : notFound(ex);
 	}
 

accounting/src/main/java/de/srsoftware/umbrella/accounting/SqliteDb.java

@@ -170,22 +170,42 @@ public class SqliteDb extends BaseDb implements AccountDb {
 	}
 
 	@Override
-	public Optional<Transaction> lastTransaction(long accountId, String source, String dest, double amount) {
+	public Optional<Transaction> lastTransaction(long accountId, String source, String destination, Double amount) {
 		try {
-			var rs = select(ALL).from(TABLE_TRANSACTIONS)
-					.where(ACCOUNT,equal(accountId)).where(SOURCE,equal(source)).where(DESTINATION,equal(dest)).where(AMOUNT,equal(amount))
-					.sort(ID+" DESC")
-					.limit(1)
-					.exec(db);
+			var query = select(ALL).from(TABLE_TRANSACTIONS).where(ACCOUNT,equal(accountId));
+			if (source != null)      query = query.where(SOURCE,equal(source));
+			if (destination != null) query = query.where(DESTINATION,equal(destination));
+			if (amount != null)      query = query.where(AMOUNT,equal(amount));
+			var rs = query.sort(ID+" DESC").limit(1).exec(db);
 			Transaction ta = null;
 			if (rs.next()) ta = Transaction.of(rs);
 			rs.close();
+
+			if (ta == null && amount != null) { // try to search by amount, ignore source and dest
+				rs = select(ALL).from(TABLE_TRANSACTIONS).where(ACCOUNT, equal(accountId)).where(AMOUNT, equal(amount))
+						.sort(ID + " DESC").limit(1).exec(db);
+				if (rs.next()) ta = Transaction.of(rs);
+				rs.close();
+			}
+
+			if (ta == null && source != null && destination != null) { // try to search by amount, ignore source and dest
+				rs = select(ALL).from(TABLE_TRANSACTIONS)
+						.where(SOURCE,equal(source))
+						.where(DESTINATION,equal(destination))
+						.where(ACCOUNT, equal(accountId))
+						.sort(ID + " DESC").limit(1).exec(db);
+				if (rs.next()) ta = Transaction.of(rs);
+				rs.close();
+			}
+
+
 			if (ta != null){
 				var tags = ta.tags();
 				rs = select(TAG).from(TABLE_TAGS_TRANSACTIONS).leftJoin(TAG_ID,TABLE_TAGS,ID).where(TRANSACTION_ID,equal(ta.id())).exec(db);
 				while (rs.next()) tags.add(rs.getString(1));
 				rs.close();
 			}
+
 			return nullable(ta);
 		} catch (SQLException e) {
 			throw failedToSearchDb(t(Text.ACCOUNTING));

demodata/.gitignore

@@ -0,0 +1 @@
+*.db-journal

demodata/config.json

@@ -0,0 +1,74 @@
+{
+  "umbrella": {
+    "base_url": "http://127.0.0.1:5173",
+    "logging": {
+      "rootLevel": "INFO"
+    },
+    "http": {
+      "port": 8080
+    },
+    "threads": 16,
+    "modules": {
+      "accounting": {
+        "database": "demodata/accounting.db"
+      },
+      "bookmark": {
+        "database": "demodata/bookmark.db"
+      },
+      "company": {
+        "database": "demodata/company.db"
+      },
+      "contact": {
+        "database": "demodata/contacts.db"
+      },
+      "document": {
+        "database": "demodata/documents.db",
+        "templates": "demodata/templates"
+      },
+      "files": {
+        "database": "demodata/files.db",
+        "base_dir": "demodata/filestore"
+      },
+      "journal": {
+        "database": "demodata/journal.db"
+      },
+      "message": {
+        "database": "demodata/message.db",
+        "smtp": {
+          "from": "umbrella@example.com",
+          "host": "none",
+          "pass": "none",
+          "port": 587,
+          "user": "none"
+        }
+      },
+      "notes": {
+        "database": "demodata/notes.db"
+      },
+      "poll": {
+        "database": "demodata/poll.db"
+      },
+      "project": {
+        "database": "demodata/projects.db"
+      },
+      "stock": {
+        "database": "demodata/stock.db"
+      },
+      "tags": {
+        "database": "demodata/tags.db"
+      },
+      "task": {
+        "database": "demodata/tasks.db"
+      },
+      "time": {
+        "database": "demodata/times.db"
+      },
+      "user": {
+        "database": "demodata/users.db"
+      },
+      "wiki": {
+        "database": "demodata/wiki.db"
+      }
+    }
+  }
+}

frontend/src/Components/Autocomplete.svelte

@@ -115,7 +115,7 @@
 
     function select(index){
         candidate = candidates[index];
-        disableDropdown();
+        <disableDropdown></disableDropdown>();
         onSelect(candidate);
     }
 

frontend/src/routes/accounting/account.svelte

@@ -4,7 +4,7 @@
 	import { error, yikes } from '../../warn.svelte';
 	import { t } from '../../translations.svelte';
 
-	import EntryForm from './add_entry.svelte';
+	import EntryForm from './add_entry_new.svelte';
 	import Transaction from './transaction.svelte';
 
 	let { id }       = $props();
@@ -173,5 +173,5 @@
 	</table>
 </fieldset>
 
-<EntryForm {account} {onSave} />
+<EntryForm {account} {onSave} {users} />
 {/if}

frontend/src/routes/accounting/add_entry_new.svelte

@@ -0,0 +1,205 @@
+<script>
+	import { useTinyRouter } from 'svelte-tiny-router';
+
+	import { t } from '../../translations.svelte';
+	import { api, post } from '../../urls.svelte';
+	import { error, yikes } from '../../warn.svelte';
+	import { user }  from '../../user.svelte';
+	import Autocomplete from '../../Components/Autocomplete.svelte';
+    import Tags from '../tags/TagList.svelte';
+
+	let defaultAccount = {
+		id       : 0,
+		name     : '',
+		currency : ''
+	};
+	let { account = defaultAccount, new_account = false, onSave = () => {}, users } = $props();
+
+	let entry = $state({
+		account,
+		date : new Date().toISOString().substring(0, 10),
+		source : {
+			display: user.name,
+			id: user.id
+		},
+		destination : {},
+		amount : 0.0,
+		purpose : {},
+		tags    : []
+	});
+	let router = useTinyRouter();
+
+	async function dst_selected(destination){
+		destination = JSON.parse(JSON.stringify(destination));
+		let source  = JSON.parse(JSON.stringify(entry.source));
+		const url   = api(`accounting/${entry.account.id}/tags`)
+		const res   = await post(url,{source,destination});
+		if (res.ok) {
+			yikes();
+			const json = await res.json();
+			await proposePurpose();
+			entry.tags = json;
+		} else error(res);
+	}
+
+	function focusOnEnter(ev,id){
+		if (ev.key == 'Enter') {
+			proposePurpose();
+			document.getElementById(id).focus();
+		}
+	}
+
+	async function getAccountTags(text){
+		if (!text) return [];
+		const url = api(`accounting/${entry.account.id}/tags`)
+		return await getProposals(text,url);
+	}
+
+	async function getDestinations(text){
+		const url = api('accounting/destinations');
+		return await getProposals(text,url);
+	}
+
+	async function getProposals(text,url){
+		const res = await post(url,text);
+        if (res.ok){
+            yikes();
+            const input = await res.json();
+            return Object.values(input).map(mapDisplay);
+        } else {
+            error(res);
+            return {};
+        }
+	}
+
+
+	async function getPurposes(text) {
+		const url = api('accounting/purposes');
+		return await getProposals(text,url);
+	}
+
+	async function getSources(text){
+		const url = api('accounting/sources');
+		return await getProposals(text,url);
+	}
+
+	function gotoTags(purpose){
+		document.getElementById('new_tag_input');
+	}
+
+	function mapDisplay(object){
+		if (object.display){
+			return object;
+		} else if (object.name) {
+			return {...object, display: object.name};
+		} else {
+		    return { display : object }
+		}
+	}
+
+	async function proposePurpose(){
+		console.log('proposePurpose()');
+		const amount      = entry.amount;
+		const source      = entry.source;
+		const destination = entry.destination;
+		const url         = api(`accounting/${account.id}/purposes`);
+		const res         = await post(url,{source,destination,amount});
+		if (res.ok) {
+			yikes();
+			var lastTransaction = await res.json();
+			console.log({lastTransaction,users:JSON.parse(JSON.stringify(users))});
+			entry.purpose       = { display: lastTransaction.purpose};
+			entry.tags          = lastTransaction.tags;
+			if (lastTransaction.source.value){
+				if (users[lastTransaction.source.value]){
+					let user = users[lastTransaction.source.value];
+					entry.source = { id : +lastTransaction.source.value, display : user.name };
+				} else entry.source = { display: lastTransaction.source.value };
+			}
+			if (lastTransaction.destination.value){
+				if (users[lastTransaction.destination.value]){
+					let user = users[lastTransaction.destination.value];
+					entry.destination = { id : +lastTransaction.destination.value, display : user.name };
+				} else entry.destination = { display: lastTransaction.destination.value };
+			}
+		} else error(res);
+	}
+
+	async function save(){
+		let data = {
+			...entry,
+			purpose: entry.purpose.display
+		}
+		let url = api('accounting');
+		let res = await post(url, data);
+		if (res.ok) {
+			yikes();
+			if (new_account){
+				router.navigate('/accounting');
+				return;
+			}
+			//entry.tags = [];
+			onSave();
+			document.getElementById('date-input').focus();
+		} else error(res);
+	}
+</script>
+
+<style>
+	hr{
+		grid-column: 1 / -1;
+		margin: 0.5rem 0;
+        border: 0;
+        height: 1px;
+        align-self: center;
+        background: red;
+	}
+</style>
+
+<fieldset class="grid2 new_transaction">
+	{#if new_account}
+		<legend>{t('create_new_object',{object:t('account')})}</legend>
+		<span style="display:none"></span>
+		<span>{t('account name')}</span>
+		<span>
+			<input type="text" bind:value={entry.account.name} />
+		</span>
+		<span>{t('currency')}</span>
+		<span>
+			<input type="text" bind:value={entry.account.currency} />
+		</span>
+		<hr/>
+		<span style="grid-column-end: span 2">{t('first transaction')}</span>
+	{:else}
+		<legend>{t('add_object',{object:t('transaction')})}</legend>
+		<span style="display:none"></span>
+	{/if}
+
+	<span>{t('date')}</span>
+	<span>
+		<input type="date" bind:value={entry.date} id="date-input" />
+	</span>
+
+	<span>{t('amount')}</span>
+	<span>
+		<input type="number" bind:value={entry.amount} onkeyup={e => focusOnEnter(e,'source-input')} />&nbsp;{entry.account.currency}
+	</span>
+
+	<span>{t('source')}</span>
+	<Autocomplete bind:candidate={entry.source} getCandidates={getSources} id="source-input" />
+
+	<span>{t('destination')}</span>
+	<Autocomplete bind:candidate={entry.destination} getCandidates={getDestinations} onSelect={dst_selected} />
+
+
+	<span>{t('purpose')}</span>
+	<Autocomplete bind:candidate={entry.purpose} getCandidates={getPurposes} onCommit={gotoTags} id="purpose_input" />
+
+	<span>{t('tags')}</span>
+	<Tags getCandidates={getAccountTags} module={null} bind:tags={entry.tags} onEmptyCommit={save} />
+
+	<span></span>
+	<span>
+		<button onclick={save}>{t('save')}</button>
+	</span>
+</fieldset>

frontend/src/routes/task/Add.svelte

@@ -63,9 +63,13 @@
         if (resp.ok){
             parent_task         = await resp.json();
             task.parent_task_id = +parent_task_id;
+            for (let [uid, member] of Object.entries(parent_task.members)){
+                if (['OWNER','ASSIGNEE'].includes(member.permission.name)) member.permission = { name: 'EDIT', code: 2 };
+                task.members[uid] = member;
+            }
             project_id          = +parent_task.project_id;
             yikes();
-            project             = null; // TODO
+            project             = null;
         } else error(resp);
     }
 
@@ -75,11 +79,17 @@
         if (resp.ok){
             project           = await resp.json();
             task.project_id   = +project_id;
+            if (Object.keys(task.members).length < 1) {
+                for (let [uid, member] of Object.entries(project.members)){
+                    if (['OWNER','ASSIGNEE'].includes(member.permission.name)) member.permission = { name: 'EDIT', code: 2 };
+                    task.members[uid] = member;
+                }
+            }
             if (assignee && project.members[assignee]){
                 task.members[assignee] = project.members[assignee];
                 task.members[assignee].permission = { name : "ASSIGNEE", code : 3 }
             }
-            if (task.taks.length < 1) task.tags = project.tags;
+            if (task.tags.length < 1) task.tags = project.tags;
             yikes();
         } else {
             error(resp);
@@ -124,6 +134,10 @@
         extendedSettings = !extendedSettings;
     }
 
+    function updatePermission(uid,perm){
+        task.members[uid].permission = perm;
+    }
+
     onMount(load);
 </script>
 
@@ -161,7 +175,7 @@
         {#if extendedSettings}
         <div>{t('members')}</div>
         <div>
-            <PermissionEditor members={task.members} {addMember} {dropMember} {getCandidates} />
+            <PermissionEditor members={task.members} {addMember} {dropMember} {getCandidates} {updatePermission} />
         </div>
 
         <div>{t('estimated_time')}</div>

task/src/main/java/de/srsoftware/umbrella/task/TaskModule.java

@@ -386,40 +386,33 @@ public class TaskModule extends BaseHandler implements TaskService {
 		long projectId = pid.longValue();
 		var project = projectService().load(projectId);
 		projectService().loadMembers(List.of(project));
-		var members = project.members();
-		var member = members.get(user.id());
+		var parentMembers = project.members();
+		var member = parentMembers.get(user.id());
 		if (member == null || member.permission() == READ_ONLY) throw forbidden("You are not allowed to create new tasks in this project");
 
 		var parentTask = json.has(PARENT_TASK_ID) && json.get(PARENT_TASK_ID) instanceof Number par ? taskService().load(Set.of(par.longValue())).get(par.longValue()) : null;
 		if (parentTask != null) {
 			taskService().loadMembers(parentTask);
-			members = parentTask.members();
-			member = members.get(user.id());
+			parentMembers = parentTask.members();
+			member = parentMembers.get(user.id());
 			if (member == null || member.permission() == READ_ONLY) throw forbidden("You are not allowed to add sub-stasks to {object}", OBJECT, parentTask.name());
 		}
 
 		var newMembers = new HashMap<Long, Permission>();
-		for (var mem : members.values()) { // Assign members from project or parent task
-			var permission = mem.permission() == OWNER ? EDIT : mem.permission();
-			newMembers.put(mem.user().id(), permission);
-		}
-
-		if (json.has(MEMBERS) && json.get(MEMBERS) instanceof JSONObject mems) {
-			// check of assignee has been set by client
-			for (var k : mems.keySet()) {
-				try {
-					var userId = Long.parseLong(k);
-					var permName = mems.getJSONObject(k).getJSONObject(PERMISSION).getString(NAME);
-					if (Permission.valueOf(permName) == ASSIGNEE) newMembers.put(userId, ASSIGNEE);
-				} catch (Exception ignored) {
-					LOG.log(WARNING, "Failed to parse {0}", mems.get(k));
-				}
+		if (json.has(MEMBERS) && json.get(MEMBERS) instanceof JSONObject members) {
+			for (var key : members.keySet()){
+				var code = members.getJSONObject(key).getJSONObject(PERMISSION).getInt(CODE);
+				var perm = Permission.of(code);
+				if (perm == OWNER) perm = EDIT;
+				var userId = Long.parseLong(key);
+				if (!parentMembers.containsKey(userId)) throw forbidden("{user} is not a member of {path}",Field.USER,userService().loadUser(userId).name(),Field.PATH, parentTask == null ? project.name() : parentTask.name());
+				newMembers.put(userId,perm);
 			}
 		}
+
 		// set ownership to current user
 		newMembers.put(user.id(), OWNER);
 
-
 		json.put(MEMBERS, Map.of()); // reset member map for task-to-be-created
 		Task task = Task.of(json);
 		if (parentTask != null && parentTask.dueDate() != null && task.dueDate() == null) task.dueDate(parentTask.dueDate());