Added label for confirming line items total, and for setting amount equal to the line items total.

src/main/java/com/andrewlalis/perfin/control/EditTransactionController.java

@@ -18,8 +18,10 @@ import com.andrewlalis.perfin.view.component.validation.ValidationResult;
 import com.andrewlalis.perfin.view.component.validation.validators.CurrencyAmountValidator;
 import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
 import javafx.application.Platform;
+import javafx.beans.binding.Bindings;
 import javafx.beans.binding.BooleanExpression;
 import javafx.beans.property.*;
+import javafx.beans.value.ObservableValue;
 import javafx.collections.FXCollections;
 import javafx.collections.ObservableList;
 import javafx.fxml.FXML;
@@ -80,6 +82,8 @@ public class EditTransactionController implements RouteSelectionListener {
     @FXML public Button addLineItemAddButton;
     @FXML public Button addLineItemCancelButton;
     @FXML public VBox lineItemsVBox;
+    @FXML public Label lineItemsValueMatchLabel;
+    @FXML public Button lineItemsAmountSyncButton;
     @FXML public final BooleanProperty addingLineItemProperty = new SimpleBooleanProperty(false);
     private final ObservableList<TransactionLineItem> lineItems = FXCollections.observableArrayList();
     private static long tmpLineItemId = -1L;
@@ -379,6 +383,42 @@ public class EditTransactionController implements RouteSelectionListener {
             lineItems.add(tmpItem);
             addingLineItemProperty.set(false);
         });
+
+        // Logic for showing an indicator when the line items total exactly matches the entered amount.
+        ListProperty<TransactionLineItem> lineItemsProperty = new SimpleListProperty<>(lineItems);
+        ObservableValue<BigDecimal> lineItemsTotalValue = lineItemsProperty.map(items -> items.stream()
+                .map(TransactionLineItem::getTotalValue)
+                .reduce(BigDecimal.ZERO, BigDecimal::add));
+        ObjectProperty<BigDecimal> amountFieldValue = new SimpleObjectProperty<>(BigDecimal.ZERO);
+        amountField.textProperty().addListener((observable, oldValue, newValue) -> {
+            if (newValue == null) {
+                amountFieldValue.set(BigDecimal.ZERO);
+            } else {
+                try {
+                    BigDecimal amount = new BigDecimal(newValue);
+                    amountFieldValue.set(amount.compareTo(BigDecimal.ZERO) < 0 ? BigDecimal.ZERO : amount);
+                } catch (NumberFormatException e) {
+                    amountFieldValue.set(BigDecimal.ZERO);
+                }
+            }
+        });
+        BooleanProperty lineItemsTotalMatchesAmount = new SimpleBooleanProperty(false);
+        lineItemsTotalValue.addListener((observable, oldValue, newValue) -> {
+            lineItemsTotalMatchesAmount.set(newValue.compareTo(amountFieldValue.getValue()) == 0);
+        });
+        amountFieldValue.addListener((observable, oldValue, newValue) -> {
+            lineItemsTotalMatchesAmount.set(newValue.compareTo(lineItemsTotalValue.getValue()) == 0);
+        });
+        BindingUtil.bindManagedAndVisible(lineItemsValueMatchLabel, lineItemsTotalMatchesAmount.and(lineItemsProperty.emptyProperty().not()));
+
+        // Logic for button that syncs line items total to the amount field.
+        BindingUtil.bindManagedAndVisible(lineItemsAmountSyncButton, lineItemsTotalMatchesAmount.not().and(lineItemsProperty.emptyProperty().not()));
+        lineItemsAmountSyncButton.setOnAction(event -> amountField.setText(
+            CurrencyUtil.formatMoneyAsBasicNumber(new MoneyValue(
+                lineItemsTotalValue.getValue(),
+                currencyChoiceBox.getValue()
+            ))
+        ));
     }
 
     private Node createLineItemTile(TransactionLineItem item) {

src/main/java/com/andrewlalis/perfin/control/TransactionsViewController.java

@@ -213,6 +213,13 @@ public class TransactionsViewController implements RouteSelectionListener {
         return filters;
     }
 
+    // Temporary utility to try out the new filter builder.
+    private List<SearchFilter> tmpFilter() {
+        return new JdbcTransactionSearcher.FilterBuilder()
+                .byHasLineItems(true)
+                .build();
+    }
+
     private TransactionTile makeTile(Transaction transaction) {
         var tile = new TransactionTile(transaction);
         tile.setOnMouseClicked(event -> {

src/main/java/com/andrewlalis/perfin/data/TransactionCategoryRepository.java

@@ -3,8 +3,10 @@ package com.andrewlalis.perfin.data;
 import com.andrewlalis.perfin.model.TransactionCategory;
 import javafx.scene.paint.Color;
 
+import java.util.HashSet;
 import java.util.List;
 import java.util.Optional;
+import java.util.Set;
 
 public interface TransactionCategoryRepository extends Repository, AutoCloseable {
     Optional<TransactionCategory> findById(long id);
@@ -17,6 +19,17 @@ public interface TransactionCategoryRepository extends Repository, AutoCloseable
     void update(long id, String name, Color color);
     void deleteById(long id);
 
-    record CategoryTreeNode(TransactionCategory category, List<CategoryTreeNode> children){}
+    record CategoryTreeNode(TransactionCategory category, List<CategoryTreeNode> children) {
+        public Set<Long> allIds() {
+            Set<Long> ids = new HashSet<>();
+            ids.add(category.id);
+            for (var child : children) {
+                ids.addAll(child.allIds());
+            }
+            return ids;
+        }
+    }
+
     List<CategoryTreeNode> findTree();
+    CategoryTreeNode findTree(TransactionCategory root);
 }

src/main/java/com/andrewlalis/perfin/data/impl/JdbcTransactionCategoryRepository.java

@@ -119,6 +119,11 @@ public record JdbcTransactionCategoryRepository(Connection conn) implements Tran
         return rootNodes;
     }
 
+    @Override
+    public CategoryTreeNode findTree(TransactionCategory root) {
+        return findTreeRecursive(root);
+    }
+
     private CategoryTreeNode findTreeRecursive(TransactionCategory root) {
         CategoryTreeNode node = new CategoryTreeNode(root, new ArrayList<>());
         List<TransactionCategory> childCategories = DbUtil.findAll(

src/main/java/com/andrewlalis/perfin/data/search/JdbcTransactionSearcher.java

@@ -1,14 +1,17 @@
 package com.andrewlalis.perfin.data.search;
 
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
 import com.andrewlalis.perfin.data.util.DbUtil;
-import com.andrewlalis.perfin.model.Transaction;
+import com.andrewlalis.perfin.model.*;
 
 import java.math.BigDecimal;
 import java.sql.Connection;
 import java.sql.ResultSet;
 import java.sql.SQLException;
+import java.sql.Types;
 import java.time.LocalDateTime;
-import java.util.Currency;
+import java.util.*;
+import java.util.stream.Collectors;
 
 public class JdbcTransactionSearcher extends JdbcEntitySearcher<Transaction> {
     public JdbcTransactionSearcher(Connection conn) {
@@ -32,4 +35,184 @@ public class JdbcTransactionSearcher extends JdbcEntitySearcher<Transaction> {
         if (rs.wasNull()) categoryId = null;
         return new Transaction(id, timestamp, amount, currency, description, vendorId, categoryId);
     }
+
+    public static class FilterBuilder {
+        private final List<SearchFilter> filters = new ArrayList<>();
+        private final Set<String> joinTables = new HashSet<>();
+
+        public List<SearchFilter> build() {
+            return filters;
+        }
+
+        public FilterBuilder byAccounts(Collection<Account> accounts, boolean exclude) {
+            if (accounts.isEmpty()) return this;
+            var builder = new SearchFilter.Builder();
+            addAccountEntryJoin(builder);
+            String idsString = accounts.stream()
+                    .map(a -> Long.toString(a.id)).distinct()
+                    .collect(Collectors.joining(","));
+            addInClause(builder, "account_entry.account_id", idsString, exclude);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byAccountTypes(Collection<AccountType> types, boolean exclude) {
+            if (types.isEmpty()) return this;
+            var builder = new SearchFilter.Builder();
+            addAccountJoin(builder);
+            String typesString = types.stream()
+                    .map(t -> "'" + t.name() + "'").distinct()
+                    .collect(Collectors.joining(","));
+            addInClause(builder, "account.account_type", typesString, exclude);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byCategories(Collection<TransactionCategory> categories, boolean exclude) {
+            if (categories.isEmpty()) return this;
+            var builder = new SearchFilter.Builder();
+            Set<Long> ids = Profile.getCurrent().dataSource().mapRepo(TransactionCategoryRepository.class, repo -> {
+                Set<Long> categoryIds = new HashSet<>();
+                for (var category : categories) {
+                    var treeNode = repo.findTree(category);
+                    categoryIds.addAll(treeNode.allIds());
+                }
+                return categoryIds;
+            });
+            String idsString = ids.stream()
+                    .map(id -> Long.toString(id)).distinct()
+                    .collect(Collectors.joining(","));
+            addInClause(builder, "transaction.category_id", idsString, exclude);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byVendors(Collection<TransactionVendor> vendors, boolean exclude) {
+             if (vendors.isEmpty()) return this;
+             var builder = new SearchFilter.Builder();
+             String idsString = vendors.stream()
+                     .map(v -> Long.toString(v.id)).distinct()
+                     .collect(Collectors.joining(","));
+             addInClause(builder, "transaction.vendor_id", idsString, exclude);
+             filters.add(builder.build());
+             return this;
+        }
+
+        public FilterBuilder byTags(Collection<TransactionTag> tags, boolean exclude) {
+            if (tags.isEmpty()) return this;
+            var builder = new SearchFilter.Builder();
+            addTagJoin(builder);
+            var tagIdsString = tags.stream()
+                    .map(t -> Long.toString(t.id)).distinct()
+                    .collect(Collectors.joining(","));
+            addInClause(builder, "transaction_tag_join.tag_id", tagIdsString, exclude);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byAmountGreaterThan(BigDecimal amount) {
+            var builder = new SearchFilter.Builder();
+            builder.where("transaction.amount > ?");
+            builder.withArg(Types.NUMERIC, amount);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byAmountLessThan(BigDecimal amount) {
+            var builder = new SearchFilter.Builder();
+            builder.where("transaction.amount < ?");
+            builder.withArg(Types.NUMERIC, amount);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byAmountEqualTo(BigDecimal amount) {
+            var builder = new SearchFilter.Builder();
+            builder.where("transaction.amount = ?");
+            builder.withArg(Types.NUMERIC, amount);
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byEntryType(AccountEntry.Type type) {
+            var builder = new SearchFilter.Builder();
+            addAccountEntryJoin(builder);
+            builder.where("account_entry.type = ?");
+            builder.withArg(Types.VARCHAR, type.name());
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byHasAttachments(boolean hasAttachments) {
+            var builder = new SearchFilter.Builder();
+            String subQuery = "(SELECT COUNT(attachment_id) FROM transaction_attachment WHERE transaction_id = transaction.id)";
+            if (hasAttachments) {
+                builder.where(subQuery + " > 0");
+            } else {
+                builder.where(subQuery + " = 0");
+            }
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byHasLineItems(boolean hasLineItems) {
+            var builder = new SearchFilter.Builder();
+            String subQuery = "(SELECT COUNT(id) FROM transaction_line_item WHERE transaction_id = transaction.id)";
+            if (hasLineItems) {
+                builder.where(subQuery + " > 0");
+            } else {
+                builder.where(subQuery + " = 0");
+            }
+            filters.add(builder.build());
+            return this;
+        }
+
+        public FilterBuilder byCurrencies(Collection<Currency> currencies, boolean exclude) {
+            if (currencies.isEmpty()) return this;
+            var builder = new SearchFilter.Builder();
+            String currenciesString = currencies.stream()
+                    .map(c -> "'" + c.getCurrencyCode() + "'").distinct()
+                    .collect(Collectors.joining(","));
+            addInClause(builder, "transaction.currency", currenciesString, exclude);
+            filters.add(builder.build());
+            return this;
+        }
+
+        private void addAccountEntryJoin(SearchFilter.Builder builder) {
+            if (!joinTables.contains("account_entry")) {
+                builder.withJoin("LEFT JOIN account_entry ON account_entry.transaction_id = transaction.id");
+                joinTables.add("account_entry");
+            }
+        }
+
+        private void addAccountJoin(SearchFilter.Builder builder) {
+            addAccountEntryJoin(builder);
+            if (!joinTables.contains("account")) {
+                builder.withJoin("LEFT JOIN account ON account.id = account_entry.account_id");
+                joinTables.add("account");
+            }
+        }
+
+        private void addCategoryJoin(SearchFilter.Builder builder) {
+            if (!joinTables.contains("transaction_category")) {
+                builder.withJoin("LEFT JOIN transaction_category ON transaction_category.id = transaction.category_id");
+                joinTables.add("transaction_category");
+            }
+        }
+
+        private void addTagJoin(SearchFilter.Builder builder) {
+            if (!joinTables.contains("transaction_tag_join")) {
+                builder.withJoin("LEFT JOIN transaction_tag_join ON transaction_tag_join.transaction_id = transaction.id");
+                joinTables.add("transaction_tag_join");
+            }
+        }
+
+        private void addInClause(SearchFilter.Builder builder, String valueExpr, String inExpr, boolean exclude) {
+            if (exclude) {
+                builder.where(valueExpr + " NOT IN (" + inExpr + ")");
+            } else {
+                builder.where(valueExpr + " IN (" + inExpr + ")");
+            }
+        }
+    }
 }

src/main/resources/account-view.fxml

@@ -4,9 +4,7 @@
 <?import com.andrewlalis.perfin.view.component.PropertiesPane?>
 <?import javafx.scene.control.*?>
 <?import javafx.scene.layout.*?>
-<?import javafx.scene.text.Text?>
+<?import javafx.scene.text.*?>
-<?import com.andrewlalis.perfin.view.component.StyledText?>
-<?import javafx.scene.text.TextFlow?>
 <BorderPane
         xmlns="http://javafx.com/javafx"
         xmlns:fx="http://javafx.com/fxml"

src/main/resources/edit-transaction.fxml

@@ -86,6 +86,7 @@
                         <VBox fx:id="tagsVBox" styleClass="std-spacing,std-padding"/>
                     </VBox>
                 </PropertiesPane>
+
                 <!-- Container for line items -->
                 <VBox styleClass="std-padding">
                     <Label text="Line Items" styleClass="bold-text"/>
@@ -116,6 +117,13 @@
                     </VBox>
 
                     <VBox fx:id="lineItemsVBox" styleClass="std-padding, std-spacing"/>
+
+                    <Label
+                            fx:id="lineItemsValueMatchLabel"
+                            text="Total value of line items equals the transaction amount."
+                            styleClass="positive-color-text-fill"
+                    />
+                    <Button fx:id="lineItemsAmountSyncButton" text="Set transaction amount to line items total" styleClass="small-font"/>
                 </VBox>
 
                 <!-- Container for attachments -->