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@ -1,5 +1,8 @@
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# Perfin
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# Perfin
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![GitHub Workflow Status (with event)](https://img.shields.io/github/actions/workflow/status/andrewlalis/perfin/run-tests.yaml?style=flat-square&logo=github)
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![GitHub release (with filter)](https://img.shields.io/github/v/release/andrewlalis/perfin?style=flat-square)
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A personal accounting desktop app to track your finances using an approachable
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A personal accounting desktop app to track your finances using an approachable
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interface and interoperable file formats for maximum compatibility.
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interface and interoperable file formats for maximum compatibility.
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2
pom.xml
2
pom.xml
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@ -6,7 +6,7 @@
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<groupId>com.andrewlalis</groupId>
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<groupId>com.andrewlalis</groupId>
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<artifactId>perfin</artifactId>
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<artifactId>perfin</artifactId>
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<version>1.12.0</version>
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<version>1.11.0</version>
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<properties>
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<properties>
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<maven.compiler.source>21</maven.compiler.source>
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<maven.compiler.source>21</maven.compiler.source>
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@ -13,12 +13,12 @@ import com.andrewlalis.perfin.view.component.AccountSelectionBox;
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import com.andrewlalis.perfin.view.component.CategorySelectionBox;
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import com.andrewlalis.perfin.view.component.CategorySelectionBox;
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import com.andrewlalis.perfin.view.component.FileSelectionArea;
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import com.andrewlalis.perfin.view.component.FileSelectionArea;
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import com.andrewlalis.perfin.view.component.TransactionLineItemTile;
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import com.andrewlalis.perfin.view.component.TransactionLineItemTile;
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import com.andrewlalis.perfin.view.component.validation.AsyncValidationFunction;
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import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
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import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
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import com.andrewlalis.perfin.view.component.validation.ValidationResult;
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import com.andrewlalis.perfin.view.component.validation.ValidationResult;
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import com.andrewlalis.perfin.view.component.validation.validators.CurrencyAmountValidator;
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import com.andrewlalis.perfin.view.component.validation.validators.CurrencyAmountValidator;
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import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
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import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
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import javafx.application.Platform;
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import javafx.application.Platform;
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import javafx.beans.binding.Bindings;
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import javafx.beans.binding.BooleanExpression;
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import javafx.beans.binding.BooleanExpression;
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import javafx.beans.property.*;
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import javafx.beans.property.*;
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import javafx.beans.value.ObservableValue;
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import javafx.beans.value.ObservableValue;
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@ -41,7 +41,6 @@ import java.time.DateTimeException;
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import java.time.LocalDateTime;
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import java.time.LocalDateTime;
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import java.time.format.DateTimeFormatter;
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import java.time.format.DateTimeFormatter;
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import java.util.*;
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import java.util.*;
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import java.util.concurrent.CompletableFuture;
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import static com.andrewlalis.perfin.PerfinApp.router;
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import static com.andrewlalis.perfin.PerfinApp.router;
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@ -58,7 +57,6 @@ public class EditTransactionController implements RouteSelectionListener {
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@FXML public TextField timestampField;
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@FXML public TextField timestampField;
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@FXML public TextField amountField;
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@FXML public TextField amountField;
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@FXML public ChoiceBox<Currency> currencyChoiceBox;
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@FXML public ChoiceBox<Currency> currencyChoiceBox;
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private final BooleanProperty basicTransactionInfoValid = new SimpleBooleanProperty(false);
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@FXML public TextArea descriptionField;
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@FXML public TextArea descriptionField;
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@FXML public HBox linkedAccountsContainer;
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@FXML public HBox linkedAccountsContainer;
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@ -134,13 +132,11 @@ public class EditTransactionController implements RouteSelectionListener {
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var linkedAccountsValid = initializeLinkedAccountsValidationUi();
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var linkedAccountsValid = initializeLinkedAccountsValidationUi();
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initializeTagSelectionUi();
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initializeTagSelectionUi();
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initializeLineItemsUi();
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initializeLineItemsUi();
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initializeDuplicateTransactionUi();
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vendorsHyperlink.setOnAction(event -> router.navigate("vendors"));
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vendorsHyperlink.setOnAction(event -> router.navigate("vendors"));
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categoriesHyperlink.setOnAction(event -> router.navigate("categories"));
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categoriesHyperlink.setOnAction(event -> router.navigate("categories"));
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tagsHyperlink.setOnAction(event -> router.navigate("tags"));
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tagsHyperlink.setOnAction(event -> router.navigate("tags"));
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basicTransactionInfoValid.bind(timestampValid.and(amountValid).and(currencyChoiceBox.valueProperty().isNotNull()));
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var formValid = timestampValid.and(amountValid).and(descriptionValid).and(linkedAccountsValid);
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var formValid = timestampValid.and(amountValid).and(descriptionValid).and(linkedAccountsValid);
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saveButton.disableProperty().bind(formValid.not());
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saveButton.disableProperty().bind(formValid.not());
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}
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}
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@ -317,49 +313,6 @@ public class EditTransactionController implements RouteSelectionListener {
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.attach(linkedAccountsContainer, linkedAccountsProperty, currencyChoiceBox.valueProperty());
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.attach(linkedAccountsContainer, linkedAccountsProperty, currencyChoiceBox.valueProperty());
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}
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}
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record BasicTransactionInfo(LocalDateTime timestamp, BigDecimal amount, Currency currency) {}
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private BasicTransactionInfo getBasicTransactionInfo() {
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if (!basicTransactionInfoValid.get()) return null;
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return new BasicTransactionInfo(
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DateUtil.localToUTC(parseTimestamp()),
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new BigDecimal(amountField.getText()),
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currencyChoiceBox.getValue()
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);
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}
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/**
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* Initializes the duplicate transaction validation, which operates on the
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* basic transaction properties: timestamp, amount, and currency. We listen
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* for changes to these, and if they're all at least valid, we search for
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* existing transactions with the same values.
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*/
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private void initializeDuplicateTransactionUi() {
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Property<BasicTransactionInfo> txInfoProperty = new SimpleObjectProperty<>(getBasicTransactionInfo());
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basicTransactionInfoValid.addListener((observable, oldValue, newValue) -> {
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if (newValue) {
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txInfoProperty.setValue(new BasicTransactionInfo(
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DateUtil.localToUTC(parseTimestamp()),
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new BigDecimal(amountField.getText()),
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currencyChoiceBox.getValue()
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));
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} else {
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txInfoProperty.setValue(null);
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}
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});
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AsyncValidationFunction<BasicTransactionInfo> validationFunction = info -> {
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if (info == null) return CompletableFuture.completedFuture(ValidationResult.valid());
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return Profile.getCurrent().dataSource().mapRepoAsync(
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TransactionRepository.class,
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repo -> repo.findDuplicates(info.timestamp(), info.amount(), info.currency())
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)
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.thenApply(matches -> matches.stream().map(m -> "Found possible duplicate transaction: #" + m.id).toList())
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.thenApply(ValidationResult::new);
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};
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new ValidationApplier<>(validationFunction)
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.attach(descriptionField.getParent(), txInfoProperty);
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}
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private void initializeTagSelectionUi() {
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private void initializeTagSelectionUi() {
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addTagButton.disableProperty().bind(tagsComboBox.valueProperty().map(s -> s == null || s.isBlank()));
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addTagButton.disableProperty().bind(tagsComboBox.valueProperty().map(s -> s == null || s.isBlank()));
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addTagButton.setOnAction(event -> {
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addTagButton.setOnAction(event -> {
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@ -450,10 +403,12 @@ public class EditTransactionController implements RouteSelectionListener {
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}
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}
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});
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});
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BooleanProperty lineItemsTotalMatchesAmount = new SimpleBooleanProperty(false);
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BooleanProperty lineItemsTotalMatchesAmount = new SimpleBooleanProperty(false);
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lineItemsTotalValue.addListener((observable, oldValue, newValue) ->
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lineItemsTotalValue.addListener((observable, oldValue, newValue) -> {
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lineItemsTotalMatchesAmount.set(newValue.compareTo(amountFieldValue.getValue()) == 0));
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lineItemsTotalMatchesAmount.set(newValue.compareTo(amountFieldValue.getValue()) == 0);
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amountFieldValue.addListener((observable, oldValue, newValue) ->
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});
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lineItemsTotalMatchesAmount.set(newValue.compareTo(lineItemsTotalValue.getValue()) == 0));
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amountFieldValue.addListener((observable, oldValue, newValue) -> {
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lineItemsTotalMatchesAmount.set(newValue.compareTo(lineItemsTotalValue.getValue()) == 0);
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});
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BindingUtil.bindManagedAndVisible(lineItemsValueMatchLabel, lineItemsTotalMatchesAmount.and(lineItemsProperty.emptyProperty().not()));
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BindingUtil.bindManagedAndVisible(lineItemsValueMatchLabel, lineItemsTotalMatchesAmount.and(lineItemsProperty.emptyProperty().not()));
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// Logic for button that syncs line items total to the amount field.
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// Logic for button that syncs line items total to the amount field.
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@ -66,9 +66,6 @@ public class TransactionsViewController implements RouteSelectionListener {
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paginationControls.setPage(1);
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paginationControls.setPage(1);
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selectedTransaction.set(null);
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selectedTransaction.set(null);
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});
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});
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// Add a listener to the search field that sets the page to 1 (thus
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// doing a new search with the contents of the field), and deselects any
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// selected transaction.
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searchField.textProperty().addListener((observable, oldValue, newValue) -> {
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searchField.textProperty().addListener((observable, oldValue, newValue) -> {
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paginationControls.setPage(1);
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paginationControls.setPage(1);
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selectedTransaction.set(null);
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selectedTransaction.set(null);
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@ -188,14 +185,6 @@ public class TransactionsViewController implements RouteSelectionListener {
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private List<SearchFilter> getCurrentSearchFilters() {
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private List<SearchFilter> getCurrentSearchFilters() {
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List<SearchFilter> filters = new ArrayList<>();
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List<SearchFilter> filters = new ArrayList<>();
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if (searchField.getText() != null && !searchField.getText().isBlank()) {
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if (searchField.getText() != null && !searchField.getText().isBlank()) {
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// Special case: for input like "#123", search directly for the transaction id.
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if (searchField.getText().strip().matches("#\\d+")) {
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int idQuery = Integer.parseInt(searchField.getText().strip().substring(1));
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var filter = new SearchFilter.Builder().where("id = ?").withArg(idQuery).build();
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return List.of(filter);
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}
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// General case: split the input into a list of terms, then apply each term in a LIKE %term% query.
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var likeTerms = Arrays.stream(searchField.getText().strip().toLowerCase().split("\\s+"))
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var likeTerms = Arrays.stream(searchField.getText().strip().toLowerCase().split("\\s+"))
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.map(t -> '%'+t+'%')
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.map(t -> '%'+t+'%')
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.toList();
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.toList();
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@ -31,7 +31,6 @@ public interface TransactionRepository extends Repository, AutoCloseable {
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Optional<Transaction> findById(long id);
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Optional<Transaction> findById(long id);
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Page<Transaction> findAll(PageRequest pagination);
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Page<Transaction> findAll(PageRequest pagination);
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List<Transaction> findRecentN(int n);
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List<Transaction> findRecentN(int n);
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List<Transaction> findDuplicates(LocalDateTime utcTimestamp, BigDecimal amount, Currency currency);
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long countAll();
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long countAll();
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long countAllAfter(long transactionId);
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long countAllAfter(long transactionId);
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long countAllByAccounts(Set<Long> accountIds);
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long countAllByAccounts(Set<Long> accountIds);
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@ -153,16 +153,6 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
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);
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);
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}
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}
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@Override
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public List<Transaction> findDuplicates(LocalDateTime utcTimestamp, BigDecimal amount, Currency currency) {
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return DbUtil.findAll(
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conn,
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"SELECT * FROM transaction WHERE timestamp = ? AND amount = ? AND currency = ? ORDER BY timestamp DESC",
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List.of(DbUtil.timestampFromUtcLDT(utcTimestamp), amount, currency.getCurrencyCode()),
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JdbcTransactionRepository::parseTransaction
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);
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}
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@Override
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@Override
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public long countAll() {
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public long countAll() {
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return DbUtil.findOne(conn, "SELECT COUNT(id) FROM transaction", Collections.emptyList(), rs -> rs.getLong(1)).orElse(0L);
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return DbUtil.findOne(conn, "SELECT COUNT(id) FROM transaction", Collections.emptyList(), rs -> rs.getLong(1)).orElse(0L);
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@ -2,14 +2,6 @@ package com.andrewlalis.perfin.model;
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import java.util.function.Consumer;
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import java.util.function.Consumer;
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/**
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* A simple pair of accounts representing the two possible linked accounts for a
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* {@link Transaction}.
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* @param creditAccount The account linked as the account to which the
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* transaction amount is credited.
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* @param debitAccount The account linked as the account from which the
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* transaction amount is debited.
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*/
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public record CreditAndDebitAccounts(Account creditAccount, Account debitAccount) {
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public record CreditAndDebitAccounts(Account creditAccount, Account debitAccount) {
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public boolean hasCredit() {
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public boolean hasCredit() {
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return creditAccount != null;
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return creditAccount != null;
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@ -1,8 +1,12 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<?xml version="1.0" encoding="UTF-8"?>
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<?import com.andrewlalis.perfin.view.component.*?>
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<?import com.andrewlalis.perfin.view.component.AccountSelectionBox?>
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<?import com.andrewlalis.perfin.view.component.FileSelectionArea?>
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<?import com.andrewlalis.perfin.view.component.PropertiesPane?>
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<?import javafx.scene.control.*?>
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<?import javafx.scene.control.*?>
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<?import javafx.scene.layout.*?>
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<?import javafx.scene.layout.*?>
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<?import com.andrewlalis.perfin.view.component.CategorySelectionBox?>
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<?import com.andrewlalis.perfin.view.component.StyledText?>
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<BorderPane xmlns="http://javafx.com/javafx"
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<BorderPane xmlns="http://javafx.com/javafx"
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xmlns:fx="http://javafx.com/fxml"
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xmlns:fx="http://javafx.com/fxml"
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fx:controller="com.andrewlalis.perfin.control.EditTransactionController"
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fx:controller="com.andrewlalis.perfin.control.EditTransactionController"
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