Separate income and expenses at category level
Signed-off-by: Billy Brawner <billy@wbrawner.com>
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71da5bd9e7
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12 changed files with 89 additions and 44 deletions
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@ -10,15 +10,26 @@
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</div>
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</div>
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<div class="dashboard-categories" [hidden]="!account">
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<h3 class="categories">Categories</h3>
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<a mat-button routerLink="/accounts/{{ account.id }}/categories" class="view-all" *ngIf="categories">View All</a>
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<div class="no-categories" *ngIf="!categories || categories.length === 0">
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<h3 class="categories">Income</h3>
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<a mat-button routerLink="/accounts/{{ account.id }}/categories/new" class="view-all">Add Category</a>
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<div class="no-categories" *ngIf="!income || income.length === 0">
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<a mat-button routerLink="/accounts/{{ account.id }}/categories/new">
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<mat-icon>add</mat-icon>
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<p>Add categories to get more insights into your income and expenses.</p>
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<p>Add categories to gain more insights into your income.</p>
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</a>
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</div>
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<app-category-list [accountId]="account.id" [categories]="categories" [categoryBalances]="categoryBalances"></app-category-list>
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<app-category-list [accountId]="account.id" [categories]="income" [categoryBalances]="categoryBalances"></app-category-list>
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</div>
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<div class="dashboard-categories" [hidden]="!account">
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<h3 class="categories">Expenses</h3>
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<a mat-button routerLink="/accounts/{{ account.id }}/categories/new" class="view-all">Add Category</a>
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<div class="no-categories" *ngIf="!expenses || expenses.length === 0">
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<a mat-button routerLink="/accounts/{{ account.id }}/categories/new">
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<mat-icon>add</mat-icon>
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<p>Add categories to gain more insights into your expenses.</p>
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</a>
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</div>
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<app-category-list [accountId]="account.id" [categories]="expenses" [categoryBalances]="categoryBalances"></app-category-list>
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</div>
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</div>
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<a mat-fab routerLink="/accounts/{{ account.id }}/transactions/new" [hidden]="!account">
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@ -19,7 +19,8 @@ export class AccountDetailsComponent implements OnInit {
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account: Account;
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public transactions: Transaction[];
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public categories: Category[];
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public expenses: Category[] = [];
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public income: Category[] = [];
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categoryBalances: Map<string, number>;
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constructor(
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@ -66,9 +67,13 @@ export class AccountDetailsComponent implements OnInit {
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}
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getCategories(): void {
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this.categoryService.getCategories(this.account.id, 5).subscribe(categories => {
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this.categories = categories;
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this.categoryService.getCategories(this.account.id).subscribe(categories => {
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for (const category of categories) {
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if (category.isExpense) {
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this.expenses.push(category);
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} else {
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this.income.push(category);
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}
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this.getCategoryBalance(category.id).subscribe(balance => this.categoryBalances.set(category.id, balance));
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}
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});
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@ -1,3 +1,11 @@
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.button-delete {
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float: right;
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}
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.category-form * {
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display: block;
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}
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mat-radio-button {
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padding-bottom: 15px;
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}
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@ -2,16 +2,20 @@
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<p>Select a category from the list to view details about it or edit it.</p>
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</div>
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<div *ngIf="currentCategory" class="form category-form">
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<mat-form-field>
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<mat-form-field (keyup.enter)="doAction()">
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<input matInput [(ngModel)]="currentCategory.name" placeholder="Name" required>
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</mat-form-field>
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<mat-form-field>
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<mat-form-field (keyup.enter)="doAction()">
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<input matInput type="text" [(ngModel)]="currentCategory.amount" placeholder="Amount" required currencyMask>
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</mat-form-field>
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<mat-radio-group [(ngModel)]="currentCategory.isExpense">
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<mat-radio-button [value]="true">Expense</mat-radio-button>
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<mat-radio-button [value]="false">Income</mat-radio-button>
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</mat-radio-group>
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<!--
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<mat-form-field>
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<input type="color" matInput [(ngModel)]="currentCategory.color" placeholder="Color">
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</mat-form-field>
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-->
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<button class="button-delete" mat-button color="warn" *ngIf="currentCategory.id" (click)="delete()">Delete</button>
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</div>
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</div>
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@ -42,7 +42,8 @@ export class AddEditCategoryComponent implements OnInit, Actionable, OnDestroy {
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this.currentCategory.id,
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{
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name: this.currentCategory.name,
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amount: this.currentCategory.amount * 100
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amount: this.currentCategory.amount * 100,
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isExpense: this.currentCategory.isExpense
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}
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);
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} else {
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@ -50,7 +51,8 @@ export class AddEditCategoryComponent implements OnInit, Actionable, OnDestroy {
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observable = this.categoryService.createCategory(
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this.accountId,
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this.currentCategory.name,
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this.currentCategory.amount * 100
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this.currentCategory.amount * 100,
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this.currentCategory.isExpense
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);
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}
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observable.subscribe(val => {
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@ -63,7 +65,8 @@ export class AddEditCategoryComponent implements OnInit, Actionable, OnDestroy {
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}
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delete(): void {
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this.categoryService.deleteCategory(this.accountId, this.currentCategory.id);
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this.app.goBack();
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this.categoryService.deleteCategory(this.accountId, this.currentCategory.id).subscribe(() => {
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this.app.goBack();
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});
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}
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}
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@ -16,3 +16,15 @@ p.mat-line.category-list-title .remaining {
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font-size: 0.9em;
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font-style: italic;
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}
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::ng-deep .income .mat-progress-bar-fill::after {
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background-color: #81C784 !important;
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}
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::ng-deep .expense .mat-progress-bar-fill::after {
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background-color: #E57373 !important;
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}
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::ng-deep .mat-progress-bar-buffer {
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background-color: #333333 !important;
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}
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@ -1,8 +1,3 @@
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<style>
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.categories mat-progress-bar div.mat-progress-bar-element.mat-progress-bar-buffer {
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background-color: #BDBDBD !important;
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}
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</style>
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<mat-nav-list class="categories">
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<a mat-list-item *ngFor="let category of categories" routerLink="/accounts/{{ accountId }}/categories/{{ category.id }}">
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<p matLine class="category-list-title">
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@ -10,9 +5,9 @@
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{{ category.name }}
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</span>
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<span class="remaining">
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{{ getCategoryRemainingBalance(category) | currency }} remaining
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{{ getCategoryRemainingBalance(category) | currency }} remaining of {{ category.amount / 100 | currency }}
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</span>
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</p>
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<mat-progress-bar matLine color="accent" mode="determinate" #categoryProgress [attr.id]="'cat-' + category.id" value="{{ getCategoryCompletion(category) }}"></mat-progress-bar>
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<mat-progress-bar matLine color="accent" [ngClass]="{'income': !category.isExpense, 'expense': category.isExpense}" mode="determinate" #categoryProgress [attr.id]="'cat-' + category.id" value="{{ getCategoryCompletion(category) }}"></mat-progress-bar>
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</a>
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</mat-nav-list>
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@ -1,6 +1,5 @@
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import { Component, OnInit, Input } from '@angular/core';
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import { Category } from '../category';
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import { Account } from 'src/app/accounts/account';
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@Component({
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selector: 'app-category-list',
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@ -24,13 +23,15 @@ export class CategoryListComponent implements OnInit {
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categoryBalance = 0;
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}
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return (category.amount / 100) + (categoryBalance / 100);
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if (category.isExpense) {
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return (category.amount / 100) + (categoryBalance / 100);
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} else {
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return (category.amount / 100) - (categoryBalance / 100);
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}
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}
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getCategoryCompletion(category: Category): number {
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if (category.amount <= 0) {
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return 0;
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}
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const amount = category.amount > 0 ? category.amount : 1;
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let categoryBalance = this.categoryBalances.get(category.id);
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if (!categoryBalance) {
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@ -40,12 +41,14 @@ export class CategoryListComponent implements OnInit {
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// Invert the negative/positive values for calculating progress
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// since the limit for a category is saved as a positive but the
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// balance is used in the calculation.
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if (categoryBalance < 0) {
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categoryBalance = Math.abs(categoryBalance);
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} else {
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categoryBalance -= (categoryBalance * 2);
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if (category.isExpense) {
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if (categoryBalance < 0) {
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categoryBalance = Math.abs(categoryBalance);
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} else {
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categoryBalance -= (categoryBalance * 2);
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}
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}
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return categoryBalance / category.amount * 100;
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return categoryBalance / amount * 100;
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}
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}
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@ -14,7 +14,7 @@ export class CategoryServiceFirebaseFirestoreImpl {
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getCategories(accountId: string, count?: number): Observable<Category[]> {
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return Observable.create(subscriber => {
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let query: any = firebase.firestore().collection('accounts').doc(accountId).collection('categories');
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let query: any = firebase.firestore().collection('accounts').doc(accountId).collection('categories').orderBy('name');
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if (count) {
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query = query.limit(count);
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}
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@ -49,11 +49,12 @@ export class CategoryServiceFirebaseFirestoreImpl {
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});
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}
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createCategory(accountId: string, name: string, amount: number): Observable<Category> {
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createCategory(accountId: string, name: string, amount: number, isExpense: boolean): Observable<Category> {
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return Observable.create(subscriber => {
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firebase.firestore().collection('accounts').doc(accountId).collection('categories').add({
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name: name,
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amount: amount
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amount: amount,
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isExpense: isExpense
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}).then(docRef => {
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if (!docRef) {
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console.error('Failed to create category');
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@ -9,7 +9,7 @@ export interface CategoryService {
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getCategory(accountId: string, id: string): Observable<Category>;
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createCategory(accountId: string, name: string, amount: number): Observable<Category>;
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createCategory(accountId: string, name: string, amount: number, isExpense: boolean): Observable<Category>;
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updateCategory(accountId: string, id: string, changes: object): Observable<boolean>;
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@ -2,8 +2,7 @@ export class Category {
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id: string;
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name: string;
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amount: number;
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repeat: string;
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color: string;
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isExpense: boolean;
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accountId: string;
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static fromSnapshotRef(accountId: string, snapshot: firebase.firestore.DocumentSnapshot): Category {
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@ -11,6 +10,11 @@ export class Category {
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category.id = snapshot.id;
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category.name = snapshot.get('name');
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category.amount = snapshot.get('amount');
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let isExpense = snapshot.get('isExpense');
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if (isExpense === undefined) {
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isExpense = true;
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}
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category.isExpense = isExpense;
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category.accountId = accountId;
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return category;
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}
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@ -10,7 +10,11 @@ export class TransactionServiceFirebaseFirestoreImpl implements TransactionServi
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getTransactions(accountId: string, category?: string, count?: number): Observable<Transaction[]> {
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return Observable.create(subscriber => {
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let transactionQuery: any = firebase.firestore().collection('accounts').doc(accountId).collection('transactions');
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let transactionQuery: any = firebase.firestore()
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.collection('accounts')
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.doc(accountId)
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.collection('transactions')
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.orderBy('date', 'desc');
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if (category) {
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transactionQuery = transactionQuery.where('category', '==', category);
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}
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@ -18,11 +22,6 @@ export class TransactionServiceFirebaseFirestoreImpl implements TransactionServi
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transactionQuery = transactionQuery.limit(count);
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}
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transactionQuery.onSnapshot(snapshot => {
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if (snapshot.empty) {
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subscriber.error(`Unable to query transactions within account ${accountId}`);
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return;
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}
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const transactions = [];
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snapshot.docs.forEach(transaction => {
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transactions.push(Transaction.fromSnapshotRef(transaction));
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