Fixed category balance calculations.

finnow-api/source/transaction/data_impl_sqlite.d

@@ -190,7 +190,7 @@ class SqliteTransactionCategoryRepository : TransactionCategoryRepository {
                     stmt.bind(idx++, beforeTimestamp.value.toISOExtString());
                 });
         }
-        string query = qb.build() ~ " ORDER BY je.currency ASC, je.type ASC";
+        string query = qb.build() ~ " GROUP BY je.currency, je.type ORDER BY je.currency ASC, je.type ASC";
         Statement stmt = db.prepare(query);
         qb.applyArgBindings(stmt);
         ResultRange result = stmt.execute();
@@ -202,7 +202,6 @@ class SqliteTransactionCategoryRepository : TransactionCategoryRepository {
             string journalEntryType = row.peek!(string, PeekMode.slice)(1);
             ulong amountSum = row.peek!ulong(2);
 
-
             TransactionCategoryBalance balance;
             if (currency.numericCode in balancesGroupedByCurrency) {
                 balance = balancesGroupedByCurrency[currency.numericCode];

web-app/src/api/transaction.ts

@@ -187,8 +187,10 @@ export class TransactionApiClient extends ApiClient {
     return super.getJson(this.path + '/categories/' + parentId + '/children')
   }
 
-  getCategoryBalances(id: number): Promise<TransactionCategoryBalance[]> {
-    return super.getJson(this.path + '/categories/' + id + '/balances')
+  getCategoryBalances(id: number, includeChildren: boolean): Promise<TransactionCategoryBalance[]> {
+    return super.getJson(
+      this.path + '/categories/' + id + '/balances?includeChildren=' + includeChildren,
+    )
   }
 
   createCategory(data: CreateCategoryPayload): Promise<TransactionCategory> {

web-app/src/pages/CategoryPage.vue

@@ -37,6 +37,7 @@ watch(balancesIncludeSubcategories, async () => {
   if (!category.value) return
   balances.value = await new TransactionApiClient(getSelectedProfile(route)).getCategoryBalances(
     category.value.id,
+    balancesIncludeSubcategories.value
   )
 })
 
@@ -49,6 +50,8 @@ async function loadCategory(id: number) {
   category.value = undefined
   parentCategory.value = undefined
   childCategories.value = []
+  balances.value = []
+  balancesIncludeSubcategories.value = true
   relatedTransactionsPage.value = defaultPage()
   try {
     const api = new TransactionApiClient(getSelectedProfile(route))
@@ -57,7 +60,7 @@ async function loadCategory(id: number) {
       parentCategory.value = await api.getCategory(category.value.parentId)
     }
     childCategories.value = await api.getChildCategories(category.value.id)
-    balances.value = await api.getCategoryBalances(category.value.id)
+    balances.value = await api.getCategoryBalances(category.value.id, balancesIncludeSubcategories.value)
     await fetchPage(1)
   } catch (err) {
     console.error(err)
@@ -84,32 +87,16 @@ async function fetchPage(pg: number) {
 }
 </script>
 <template>
-  <AppPage
-    v-if="category"
-    :title="'Category - ' + category.name"
-  >
+  <AppPage v-if="category" :title="'Category - ' + category.name">
     <!-- Initial subtext with color & parent (if available). -->
     <div>
-      <span
-        class="category-color-indicator"
-        :style="{ 'background-color': '#' + category.color }"
-      ></span>
-      <span
-        v-if="parentCategory"
-        class="text-muted"
-        style="vertical-align: middle"
-      >
+      <span class="category-color-indicator" :style="{ 'background-color': '#' + category.color }"></span>
+      <span v-if="parentCategory" class="text-muted" style="vertical-align: middle">
         A subcategory of
-        <RouterLink
-          :to="`/profiles/${getSelectedProfile(route)}/categories/${parentCategory.id}`"
-          >{{ parentCategory.name }}</RouterLink
-        >.
+        <RouterLink :to="`/profiles/${getSelectedProfile(route)}/categories/${parentCategory.id}`">{{
+          parentCategory.name }}</RouterLink>.
       </span>
-      <span
-        v-if="!parentCategory"
-        class="text-muted"
-        style="vertical-align: middle"
-      >
+      <span v-if="!parentCategory" class="text-muted" style="vertical-align: middle">
         This is a top-level category.
       </span>
     </div>
@@ -121,12 +108,8 @@ async function fetchPage(pg: number) {
     <div v-if="childCategories.length > 0">
       <h3>Subcategories</h3>
       <ul>
-        <li
-          v-for="child in childCategories"
-          :key="child.id"
-        >
-          <RouterLink :to="`/profiles/${getSelectedProfile(route)}/categories/${child.id}`"
-            >{{ child.name }}
+        <li v-for="child in childCategories" :key="child.id">
+          <RouterLink :to="`/profiles/${getSelectedProfile(route)}/categories/${child.id}`">{{ child.name }}
           </RouterLink>
         </li>
       </ul>
@@ -135,33 +118,22 @@ async function fetchPage(pg: number) {
     <!-- Display total balances. -->
     <div v-if="balances.length > 0">
       <h3>Balances</h3>
-      <div
-        v-for="balance in balances"
-        :key="balance.currency.code"
-      >
+      <div v-for="balance in balances" :key="balance.currency.code">
         USD:
-        <AppBadge
-          >Debits:
+        <AppBadge>Debits:
           <span class="text-positive">{{ formatMoney(balance.debits, balance.currency) }}</span>
         </AppBadge>
-        <AppBadge
-          >Credits:
+        <AppBadge>Credits:
           <span class="text-negative">{{ formatMoney(balance.credits, balance.currency) }}</span>
         </AppBadge>
-        <AppBadge
-          >Balance:
-          <span
-            :class="{ 'text-positive': balance.balance > 0, 'text-negative': balance.balance < 0 }"
-            >{{ formatMoney(balance.balance, balance.currency) }}</span
-          ></AppBadge
-        >
+        <AppBadge>Balance:
+          <span :class="{ 'text-positive': balance.balance > 0, 'text-negative': balance.balance < 0 }">{{
+            formatMoney(balance.balance, balance.currency) }}</span>
+        </AppBadge>
       </div>
       <FormGroup>
-        <FormControl label="Include Subcategories">
-          <input
-            type="checkbox"
-            v-model="balancesIncludeSubcategories"
-          />
+        <FormControl label="Include Subcategories" v-if="childCategories.length > 0">
+          <input type="checkbox" v-model="balancesIncludeSubcategories" />
         </FormControl>
         <!--
         <FormControl label="After">
@@ -179,20 +151,9 @@ async function fetchPage(pg: number) {
       <p class="text-muted font-size-small mt-0">
         Below is a list of all transactions recorded with this category, or any subcategory.
       </p>
-      <PaginationControls
-        :page="relatedTransactionsPage"
-        @update="(pr) => fetchPage(pr.page)"
-        class="align-right"
-      />
-      <TransactionCard
-        v-for="txn in relatedTransactionsPage.items"
-        :key="txn.id"
-        :tx="txn"
-      />
-      <p
-        v-if="relatedTransactionsPage.totalElements === 0"
-        class="text-muted font-italic"
-      >
+      <PaginationControls :page="relatedTransactionsPage" @update="(pr) => fetchPage(pr.page)" class="align-right" />
+      <TransactionCard v-for="txn in relatedTransactionsPage.items" :key="txn.id" :tx="txn" />
+      <p v-if="relatedTransactionsPage.totalElements === 0" class="text-muted font-italic">
         There are no transactions linked to this category.
       </p>
     </div>