Added aggregate data for search page.

finnow-api/source/transaction/api.d

@@ -17,6 +17,7 @@ import account.api;
 import util.money;
 import util.pagination;
 import util.data;
+import transaction.search_filters;
 
 // Transactions API
 
@@ -32,12 +33,21 @@ void handleGetTransactions(ref ServerHttpRequest request, ref ServerHttpResponse
 
 @GetMapping(PROFILE_PATH ~ "/transactions/search")
 void handleSearchTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    import transaction.search_filters : extractSearchParams;
     ProfileDataSource ds = getProfileDataSource(request);
     PageRequest pr = PageRequest.parse(request, DEFAULT_TRANSACTION_PAGE);
-    auto page = ds.getTransactionRepository().search(pr, request);
+    auto page = ds.getTransactionRepository().search(pr, extractSearchParams(request));
     writeJsonBody(response, page);
 }
 
+@GetMapping(PROFILE_PATH ~ "/transactions/aggregate-data")
+void handleGetTransactionAggregateData(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    import transaction.search_filters : extractSearchParams;
+    ProfileDataSource ds = getProfileDataSource(request);
+    auto aggregateData = ds.getTransactionRepository().getAggregateData(extractSearchParams(request));
+    writeJsonBody(response, aggregateData);
+}
+
 @GetMapping(PROFILE_PATH ~ "/transactions/export")
 void handleExportTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
     ProfileDataSource ds = getProfileDataSource(request);

finnow-api/source/transaction/data.d

@@ -1,6 +1,6 @@
 module transaction.data;
 
-import handy_http_primitives : Optional, ServerHttpRequest;
+import handy_http_primitives : Optional, StringMultiValueMap;
 import std.datetime;
 
 import transaction.model;
@@ -44,7 +44,8 @@ interface TransactionTagRepository {
 
 interface TransactionRepository {
     Page!TransactionsListItem findAll(in PageRequest pr);
-    Page!TransactionsListItem search(in PageRequest pr, in ServerHttpRequest request);
+    Page!TransactionsListItem search(in PageRequest pr, in StringMultiValueMap searchParams);
+    AggregateTransactionData getAggregateData(in StringMultiValueMap searchParams);
     Optional!TransactionDetail findById(ulong id);
     TransactionDetail insert(in AddTransactionPayload data);
     void linkAttachment(ulong transactionId, ulong attachmentId);

finnow-api/source/transaction/data_impl_sqlite.d

@@ -1,6 +1,6 @@
 module transaction.data_impl_sqlite;
 
-import handy_http_primitives : Optional, ServerHttpRequest;
+import handy_http_primitives : Optional, StringMultiValueMap;
 import std.datetime;
 import std.typecons;
 import d2sqlite3;
@@ -293,7 +293,7 @@ class SqliteTransactionRepository : TransactionRepository {
         return Page!(TransactionsListItem).of(results, pr, totalCount);
     }
 
-    Page!TransactionsListItem search(in PageRequest pr, in ServerHttpRequest request) {
+    Page!TransactionsListItem search(in PageRequest pr, in StringMultiValueMap searchParams) {
         import std.algorithm;
         import std.conv;
         import std.string : join;
@@ -303,7 +303,7 @@ class SqliteTransactionRepository : TransactionRepository {
 
         // 1. Get the total count of transactions that match the search filters.
         qb.select("COUNT (DISTINCT txn.id)");
-        applyFilters(qb, request, new SqliteTransactionCategoryRepository(db));
+        applyFilters(qb, searchParams, new SqliteTransactionCategoryRepository(db));
         string countQuery = qb.build();
         Statement countStmt = db.prepare(countQuery);
         qb.applyArgBindings(countStmt);
@@ -335,6 +335,38 @@ class SqliteTransactionRepository : TransactionRepository {
         return Page!TransactionsListItem.of(results, pr, count);
     }
 
+    AggregateTransactionData getAggregateData(in StringMultiValueMap searchParams) {
+        import transaction.search_filters;
+        // Start by using the standard transactions-list query builder to apply filters.
+        QueryBuilder qb = getBuilderForTransactionsList();
+        qb.select("txn.currency AS currency, j_credit.amount AS credits, j_debit.amount AS debits");
+        applyFilters(qb, searchParams, new SqliteTransactionCategoryRepository(db));
+        string baseQuery = qb.build() ~ "\nGROUP BY txn.id";
+        // Now wrap that in a separate query that aggregates credits & debits for each transaction.
+        string aggregateQuery = QueryBuilder("(" ~ baseQuery ~ ") AS base")
+            .select("base.currency")
+            .select("SUM(base.credits)")
+            .select("SUM(base.debits)")
+            .build() ~ " GROUP BY base.currency";
+        Statement stmt = db.prepare(aggregateQuery);
+        // Use the base query's argument bindings to apply to the DB statement.
+        qb.applyArgBindings(stmt);
+        ResultRange result = stmt.execute();
+        
+        // Collect the results for each currency into 
+        AggregateTransactionData aggregateData;
+        while (!result.empty()) {
+            AggregateTransactionData.CurrencyData currencyData;
+            currencyData.credits = result.front.peek!ulong(1);
+            currencyData.debits = result.front.peek!ulong(2);
+            currencyData.balance = currencyData.debits - currencyData.credits;
+            currencyData.currency = Currency.ofCode(result.front.peek!(string, PeekMode.slice)(0));
+            aggregateData.currencies ~= currencyData;
+            result.popFront();
+        }
+        return aggregateData;
+    }
+
     Optional!TransactionDetail findById(ulong id) {
         Optional!TransactionDetail item = util.sqlite.findOne(
             db,

finnow-api/source/transaction/dto.d

@@ -155,3 +155,18 @@ struct TransactionCategoryBalance {
     long balance;
     Currency currency;
 }
+
+/**
+ * A set of aggregate data computed from a set of transactions obtained in a
+ * search. Data is grouped by currency.
+ */
+struct AggregateTransactionData {
+    /// Aggregate data about all transactions with a common currency.
+    static struct CurrencyData {
+        ulong credits;
+        ulong debits;
+        long balance;
+        Currency currency;
+    }
+    CurrencyData[] currencies;
+}

finnow-api/source/transaction/search_filters.d

@@ -20,24 +20,24 @@ import transaction.data;
  * Applies a set of filters to a query builder for searching over transactions.
  * Params:
  *   qb = The query builder to add WHERE clauses and argument bindings to.
- *   request = The request to get filter options from.
+ *   searchParams = The set of search parameters provided by the user.
  *   categoryRepo = Repository for fetching category data, which might be
  *     needed if the user is filtering by a parent category.
  */
 void applyFilters(
     ref QueryBuilder qb,
-    in ServerHttpRequest request,
+    in StringMultiValueMap searchParams,
     TransactionCategoryRepository categoryRepo
 ) {
-    applyPropertyInFilter!string(qb, request, "tags.tag", "tag");
-    applyPropertyInFilter!ulong(qb, request, "vendor.id", "vendor");
-    applyPropertyInFilter!string(qb, request, "txn.currency", "currency");
-    applyPropertyInFilter!ulong(qb, request, "account_credit.id", "credited-account");
-    applyPropertyInFilter!ulong(qb, request, "account_debit.id", "debited-account");
+    applyPropertyInFilter!string(qb, searchParams, "tags.tag", "tag");
+    applyPropertyInFilter!ulong(qb, searchParams, "vendor.id", "vendor");
+    applyPropertyInFilter!string(qb, searchParams, "txn.currency", "currency");
+    applyPropertyInFilter!ulong(qb, searchParams, "account_credit.id", "credited-account");
+    applyPropertyInFilter!ulong(qb, searchParams, "account_debit.id", "debited-account");
 
     // Separate filter that combines both credit and debit accounts.
-    if (request.hasParam("account")) {
-        ulong[] accountIds = request.getParamValues!ulong("account");
+    if (searchParams.contains("account")) {
+        ulong[] accountIds = searchParams.getAllValuesAs!ulong("account");
         string inStr = "(" ~ "?".repeat(accountIds.length).join(",") ~ ")";
         qb.where("(account_credit.id IN " ~ inStr ~ " OR account_debit.id IN " ~ inStr ~ ")");
         qb.withArgBinding((ref stmt, ref idx) {
@@ -53,8 +53,8 @@ void applyFilters(
 
     // Separate filter that handles the hierarchical category relationship, so
     // if a parent category is filtered, all children are also included.
-    if (request.hasParam("category")) {
-        ulong[] categoryIds = request.getParamValues!ulong("category");
+    if (searchParams.contains("category")) {
+        ulong[] categoryIds = searchParams.getAllValuesAs!ulong("category");
         auto app = appender!(ulong[]);
         foreach (id; categoryIds) {
             app ~= getAllPossibleCategoryIds(id, categoryRepo);
@@ -70,8 +70,8 @@ void applyFilters(
         }
     }
 
-    if (request.hasParam("min-amount")) {
-        ulong[] values = request.getParamValues!ulong("min-amount");
+    if (searchParams.contains("min-amount")) {
+        ulong[] values = searchParams.getAllValuesAs!ulong("min-amount");
         if (values.length > 0) {
             ulong minAmount = values[0];
             qb.where("txn.amount >= ?");
@@ -81,8 +81,8 @@ void applyFilters(
         }
     }
 
-    if (request.hasParam("max-amount")) {
-        ulong[] values = request.getParamValues!ulong("max-amount");
+    if (searchParams.contains("max-amount")) {
+        ulong[] values = searchParams.getAllValuesAs!ulong("max-amount");
         if (values.length > 0) {
             ulong minAmount = values[0];
             qb.where("txn.amount <= ?");
@@ -93,10 +93,9 @@ void applyFilters(
     }
     
     // Boolean filter for internal transfer.
-    if (request.hasParam("internal-transfer")) {
-        string value = request.getParamValues("internal-transfer")[0]
-            .strip()
-            .toUpper();
+    if (searchParams.contains("internal-transfer")) {
+        string value = searchParams.getFirst("internal-transfer").orElseThrow()
+            .strip().toUpper();
         Optional!bool internalTransferFilter = Optional!bool.empty();
         if (value == "Y" || value == "YES" || value == "TRUE" || value == "1") {
             internalTransferFilter = Optional!bool.of(true);
@@ -112,8 +111,8 @@ void applyFilters(
     }
 
     // Textual search query:
-    if (request.hasParam("q")) {
-        string searchQuery = request.getParamValues!string("q")[0];
+    if (searchParams.contains("q")) {
+        string searchQuery = searchParams.getFirst("q").orElseThrow();
         string likeStr = "%" ~ toUpper(strip(searchQuery)) ~ "%";
         const string[] conditions = [
             "UPPER(txn.description) LIKE ?",
@@ -132,14 +131,36 @@ void applyFilters(
     }
 }
 
+/**
+ * Helper function to extract query parameters into a multi-value map to be
+ * used more generally for other functions that require this format for search
+ * parameters.
+ * Params:
+ *   request = The HTTP request to extract parameters from.
+ * Returns: A string-string multi-value map.
+ */
+StringMultiValueMap extractSearchParams(in ServerHttpRequest request) {
+    auto searchParamsBuilder = StringMultiValueMap.Builder();
+    foreach (queryParam; request.queryParams) {
+        foreach (value; queryParam.values) {
+            searchParamsBuilder.add(queryParam.key, value);
+        }
+    }
+    return searchParamsBuilder.build();
+}
+
+private T[] getAllValuesAs(T)(in StringMultiValueMap m, string key) {
+    return m.getAll(key).map!(v => v.to!T).array;
+}
+
 private void applyPropertyInFilter(T)(
     ref QueryBuilder qb,
-    in ServerHttpRequest request,
+    in StringMultiValueMap searchParams,
     string property,
     string key
 ) {
-    if (request.hasParam(key)) {
-        T[] values = request.getParamValues!T(key);
+    if (searchParams.contains(key)) {
+        T[] values = searchParams.getAllValuesAs!T(key);
         qb.where(property ~ " IN (" ~ "?".repeat(values.length).join(",") ~ ")");
         qb.withArgBinding((ref stmt, ref idx) {
             foreach (value; values) {
@@ -150,22 +171,6 @@ private void applyPropertyInFilter(T)(
     }
 }
 
-private bool hasParam(in ServerHttpRequest request, string key) {
-    foreach (param; request.queryParams) {
-        if (param.key == key && param.values.length > 0) return true;
-    }
-    return false;
-}
-
-private T[] getParamValues(T = string)(in ServerHttpRequest request, string key) {
-    foreach (param; request.queryParams) {
-        if (param.key == key) {
-            return param.values.map!(s => s.to!T).array;
-        }
-    }
-    return [];
-}
-
 private ulong[] getAllPossibleCategoryIds(ulong parentId, TransactionCategoryRepository categoryRepo) {
     auto app = appender!(ulong[]);
     app ~= parentId;

finnow-api/source/transaction/service.d

@@ -9,6 +9,7 @@ import transaction.api;
 import transaction.model;
 import transaction.data;
 import transaction.dto;
+import transaction.search_filters : extractSearchParams;
 import profile.data;
 import account.model;
 import account.data;
@@ -285,7 +286,7 @@ void exportTransactionsToFile(
     ref ServerHttpResponse response
 ) {
     Page!TransactionsListItem data = ds.getTransactionRepository()
-        .search(PageRequest.unpaged(), request);
+        .search(PageRequest.unpaged(), extractSearchParams(request));
     ExportFileFormat fileFormat = getPreferredExportFileFormat(request);
     if (fileFormat == ExportFileFormat.JSON) {
         import handy_http_data : writeJsonBody;

web-app/src/api/transaction.ts

@@ -133,6 +133,17 @@ export interface CreateCategoryPayload {
   parentId: number | null
 }
 
+export interface AggregateTransactionCurrencyData {
+  credits: number
+  debits: number
+  balance: number
+  currency: Currency
+}
+
+export interface AggregateTransactionData {
+  currencies: AggregateTransactionCurrencyData[]
+}
+
 export class TransactionApiClient extends ApiClient {
   readonly path: string
 
@@ -225,6 +236,10 @@ export class TransactionApiClient extends ApiClient {
     return super.getJson(this.path + '/transactions/search?' + params.toString())
   }
 
+  getAggregateTransactionData(params: URLSearchParams): Promise<AggregateTransactionData> {
+    return super.getJson(this.path + '/transactions/aggregate-data?' + params.toString())
+  }
+
   exportTransactions(params: URLSearchParams): Promise<void> {
     return super.getFile(this.path + '/transactions/export?' + params.toString())
   }

web-app/src/assets/styles/spacing.css

@@ -14,6 +14,10 @@
   margin-top: 0;
 }
 
+.mb-1 {
+  margin-bottom: 0.5rem;
+}
+
 .mb-0 {
   margin-bottom: 0;
 }

web-app/src/pages/TransactionSearchPage.vue

@@ -1,9 +1,11 @@
 <script setup lang="ts">
 import { type Account, AccountApiClient } from '@/api/account'
+import { formatMoney } from '@/api/data'
 import { defaultPage, type Page, type PageRequest, type SortDir } from '@/api/pagination'
 import { getSelectedProfile } from '@/api/profile'
 import {
   TransactionApiClient,
+  type AggregateTransactionData,
   type TransactionCategory,
   type TransactionVendor,
   type TransactionsListItem,
@@ -36,6 +38,7 @@ const FETCH_DEBOUNCE_DELAY = 300
 const router = useRouter()
 const route = useRoute()
 const page: Ref<Page<TransactionsListItem>> = ref(defaultPage())
+const aggregateData: Ref<AggregateTransactionData | undefined> = ref()
 const lastFetchTime = ref(0)
 const fetchTimeoutId = ref<number | undefined>(undefined)
 
@@ -134,6 +137,10 @@ async function fetchPage(pg: number, size: number) {
   const urlWithParams = params.size == 0 ? route.path : route.path + '?' + params.toString()
   const api = new TransactionApiClient(getSelectedProfile(route))
   try {
+    // Update aggregate data (asynchronously from main fetching).
+    aggregateData.value = undefined
+    api.getAggregateTransactionData(params).then((data) => (aggregateData.value = data))
+    // Fetch the main page of transactions.
     const startTime = performance.now()
     page.value = await api.searchTransactions(params, pageRequest)
     const endTime = performance.now()
@@ -348,11 +355,41 @@ function loadAllParamValues(key: string): string[] {
       @update="(pr) => fetchPage(pr.page, pr.size)"
       class="align-right"
     />
-    <AppBadge size="sm">
-      {{ page.totalElements }} search
-      {{ page.totalElements == 1 ? 'result' : 'results' }}
-      in {{ lastFetchTime }} milliseconds
-    </AppBadge>
+    <div>
+      <AppBadge size="sm">
+        {{ page.totalElements }} search
+        {{ page.totalElements == 1 ? 'result' : 'results' }}
+        in {{ lastFetchTime }} milliseconds
+      </AppBadge>
+    </div>
+    <div v-if="aggregateData">
+      <div
+        v-for="data in aggregateData.currencies"
+        :key="data.currency.code"
+        class="mt-1 mb-1"
+      >
+        <AppBadge size="sm">
+          {{ data.currency.code }} Credits:
+          <span class="font-mono text-muted">{{ formatMoney(data.credits, data.currency) }}</span>
+        </AppBadge>
+        <AppBadge size="sm">
+          {{ data.currency.code }} Debits:
+          <span class="font-mono text-muted">{{ formatMoney(data.debits, data.currency) }}</span>
+        </AppBadge>
+        <AppBadge size="sm">
+          {{ data.currency.code }} Total:
+          <span
+            class="font-mono"
+            :class="{
+              'text-positive': data.balance > 0,
+              'text-negative': data.balance < 0,
+            }"
+          >
+            {{ formatMoney(data.balance, data.currency) }}
+          </span>
+        </AppBadge>
+      </div>
+    </div>
     <TransactionCard
       v-for="txn in page.items"
       :key="txn.id"