Fix entrypoint script path and update permissions for execution

Close #44

.forgejo/workflows/build.yaml

@@ -0,0 +1,29 @@
+name: Build and push Docker image
+
+on:
+  push:
+    tags:
+      - 'v*'
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      -
+        name: Login to Docker Hub
+        uses: docker/login-action@v3
+        with:
+          registry: code.edgarpierre.fr
+          username: ${{ vars.DOCKER_PUSH_USERNAME }}
+          password: ${{ secrets.DOCKER_PUSH_PASSWORD }}
+      -
+        name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+      -
+        name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          push: true
+          tags: |
+            code.edgarpierre.fr/${{ github.repository }}:${{ github.ref_name }}
+            code.edgarpierre.fr/${{ github.repository }}:latest

.python-version

@@ -0,0 +1 @@
+3.12

Dockerfile

@@ -0,0 +1,17 @@
+FROM ghcr.io/astral-sh/uv:debian-slim
+
+ADD . /app
+WORKDIR /app
+
+RUN useradd -m -r nummi && \
+	chown -R nummi /app
+
+USER nummi
+
+ENV PYTHONDONTWRITEBYTECODE=1
+ENV PYTHONUNBUFFERED=1
+ENV NUMMI_CONFIG=/nummi/config.toml
+
+RUN uv sync --locked
+
+CMD ["/app/entrypoint.sh"]

compose.yaml

@@ -0,0 +1,23 @@
+services:
+  nummi:
+    image: code.edgarpierre.fr/edpibu/nummi
+    container_name: nummi
+    restart: unless-stopped
+    ports:
+      - 33001:8000
+    volumes:
+      - /docker/nummi/config:/nummi
+      - /docker/nummi/static:/app/static
+      - /docker/nummi/media:/app/media
+    depends_on:
+      - postgres
+  
+  postgres:
+    image: postgres:17-alpine
+    container_name: nummi_postgres
+    restart: unless-stopped
+    environment:
+      POSTGRES_USER: nummi
+      POSTGRES_PASSWORD:
+    volumes:
+      - /docker/nummi/postgres:/var/lib/postgresql/data

entrypoint.sh

@@ -0,0 +1,5 @@
+#!/usr/bin/env sh
+cd /app/nummi
+uv run manage.py collectstatic --noinput
+uv run manage.py migrate --noinput
+uv run gunicorn --bind :8000 --workers 2 nummi.wsgi:application

nummi/account/forms.py

@@ -1,3 +1,4 @@
+from django.forms.widgets import Select
 from main.forms import IconInput, NummiForm
 
 from .models import Account
@@ -15,3 +16,7 @@ class AccountForm(NummiForm):
         widgets = {
             "icon": IconInput(),
         }
+
+
+class AccountSelect(Select):
+    template_name = "account/forms/widgets/account.html"

nummi/account/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-04 16:18+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-22 15:17+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -17,46 +17,59 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "X-Generator: Poedit 3.2.2\n"
 
-#: .\account\models.py:11 .\account\models.py:37 .\account\models.py:45
+#: .\account\models.py:12 .\account\models.py:45 .\account\models.py:53
+#: .\account\templates\account\account_list.html:9
 msgid "Account"
 msgstr "Compte"
 
-#: .\account\models.py:11
+#: .\account\models.py:12
 msgid "Name"
 msgstr "Nom"
 
-#: .\account\models.py:15
+#: .\account\models.py:16
 msgid "Icon"
 msgstr "Icône"
 
-#: .\account\models.py:17
+#: .\account\models.py:18
 msgid "Default"
 msgstr "Défaut"
 
-#: .\account\models.py:38
+#: .\account\models.py:19
+msgid "Archived"
+msgstr "Archivé"
+
+#: .\account\models.py:46 .\account\templates\account\account_list.html:12
 msgid "Accounts"
 msgstr "Comptes"
 
-#: .\account\templates\account\account_detail.html:13
+#: .\account\templates\account\account_detail.html:15
 msgid "Edit account"
 msgstr "Modifier le compte"
 
-#: .\account\templates\account\account_detail.html:16
+#: .\account\templates\account\account_detail.html:18
 msgid "Statements"
 msgstr "Relevés"
 
-#: .\account\templates\account\account_detail.html:20
-msgid "Transactions"
-msgstr "Transactions"
-
-#: .\account\templates\account\account_detail.html:25
+#: .\account\templates\account\account_detail.html:24
 msgid "History"
 msgstr "Historique"
 
 #: .\account\templates\account\account_form.html:5
+#: .\account\templates\account\account_table.html:35
 msgid "Create account"
 msgstr "Créer un compte"
 
 #: .\account\templates\account\account_form.html:8
 msgid "New account"
 msgstr "Nouveau compte"
+
+#: .\account\templates\account\account_table.html:16
+msgid "All accounts"
+msgstr "Tous les comptes"
+
+#: .\account\templates\account\account_table.html:26
+msgid "Show archived"
+msgstr "Afficher archivés"
+
+#~ msgid "Transactions"
+#~ msgstr "Transactions"

nummi/account/migrations/0004_alter_account_options.py

@@ -0,0 +1,20 @@
+# Generated by Django 4.2.7 on 2025-01-04 17:44
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("account", "0003_account_archived"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="account",
+            options={
+                "ordering": ["-default", "archived", "name"],
+                "verbose_name": "Account",
+                "verbose_name_plural": "Accounts",
+            },
+        ),
+    ]

nummi/account/models.py

@@ -4,10 +4,10 @@ from django.apps import apps
 from django.db import models
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
-from main.models import UserModel
+from main.models import NummiModel
 
 
-class Account(UserModel):
+class Account(NummiModel):
     id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
     name = models.CharField(max_length=64, default=_("Account"), verbose_name=_("Name"))
     icon = models.SlugField(
@@ -41,12 +41,12 @@ class Account(UserModel):
         )
 
     class Meta:
-        ordering = ["-default", "name"]
+        ordering = ["-default", "archived", "name"]
         verbose_name = _("Account")
         verbose_name_plural = _("Accounts")
 
 
-class AccountModel(UserModel):
+class AccountModel(NummiModel):
     account = models.ForeignKey(
         Account,
         on_delete=models.CASCADE,

nummi/account/templates/account/account_table.html

@@ -1,7 +1,7 @@
 {% load i18n main_extras %}
 <dl class="accounts">
   {% for acc in accounts %}
-    <div class="account {% if acc.archived %}archived{% endif %}">
+    <div class="account {% if not search and acc.archived %}archived{% endif %}">
       <dt>
         <a href="{{ acc.get_absolute_url }}">{{ acc.icon|remix }}{{ acc }}</a>
       </dt>
@@ -19,7 +19,7 @@
         {{ accounts|balance|value }}
       </dd>
     </div>
-  {% else %}
+  {% elif not search %}
     <div class="more account">
       <dt>
         <label class="wi" for="show-archived-accounts">

nummi/account/templates/account/forms/widgets/account.html

@@ -0,0 +1,5 @@
+{% load main_extras %}
+<span class="ico-input account-select">
+  {{ "bank"|remix }}
+  {% include "django/forms/widgets/select.html" %}
+</span>

nummi/account/urls.py

@@ -1,6 +1,5 @@
 from django.urls import path
 from statement.views import StatementCreateView
-from transaction.views import TransactionMonthView, TransactionYearView
 
 from . import views
 
@@ -29,14 +28,4 @@ urlpatterns = [
         views.AccountDeleteView.as_view(),
         name="del_account",
     ),
-    path(
-        "<account>/history/<int:year>",
-        TransactionYearView.as_view(),
-        name="account_transaction_year",
-    ),
-    path(
-        "<account>/history/<int:year>/<int:month>",
-        TransactionMonthView.as_view(),
-        name="account_transaction_month",
-    ),
 ]

nummi/category/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-04 16:18+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-22 15:18+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -18,7 +18,7 @@ msgstr ""
 "X-Generator: Poedit 3.2.2\n"
 
 #: .\category\models.py:12 .\category\models.py:32
-#: .\category\templates\category\category_plot.html:14
+#: .\category\templates\category\category_plot.html:13
 msgid "Category"
 msgstr "Catégorie"
 
@@ -38,15 +38,19 @@ msgstr "Budget"
 msgid "Categories"
 msgstr "Catégories"
 
-#: .\category\templates\category\category_detail.html:12
+#: .\category\templates\category\category_detail.html:14
 msgid "Edit category"
 msgstr "Modifier la catégorie"
 
-#: .\category\templates\category\category_detail.html:15
+#: .\category\templates\category\category_detail.html:17
 msgid "Transactions"
 msgstr "Transactions"
 
 #: .\category\templates\category\category_detail.html:20
+msgid "View all transactions"
+msgstr "Voir toutes les transactions"
+
+#: .\category\templates\category\category_detail.html:25
 msgid "History"
 msgstr "Historique"
 
@@ -58,18 +62,22 @@ msgstr "Créer une catégorie"
 msgid "New category"
 msgstr "Nouvelle catégorie"
 
-#: .\category\templates\category\category_plot.html:15
+#: .\category\templates\category\category_plot.html:14
 msgid "Expenses"
 msgstr "Dépenses"
 
-#: .\category\templates\category\category_plot.html:16
+#: .\category\templates\category\category_plot.html:15
 msgid "Income"
 msgstr "Revenus"
 
-#: .\category\templates\category\category_plot.html:62
+#: .\category\templates\category\category_plot.html:58
 msgid "No transaction"
 msgstr "Aucune transaction"
 
-#: .\category\templates\category\category_plot.html:70
+#: .\category\templates\category\category_plot.html:66
 msgid "Total"
 msgstr "Total"
+
+#: .\category\templates\category\category_plot.html:89
+msgid "Expected total"
+msgstr "Total attendu"

nummi/category/models.py

@@ -3,10 +3,10 @@ from uuid import uuid4
 from django.db import models
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
-from main.models import UserModel
+from main.models import NummiModel
 
 
-class Category(UserModel):
+class Category(NummiModel):
     id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
     name = models.CharField(
         max_length=64, default=_("Category"), verbose_name=_("Name")

nummi/category/templates/category/category_detail.html

@@ -15,7 +15,7 @@
   </p>
   <section>
     <h3>{% translate "Transactions" %}</h3>
-    {% url "category_transactions" category.id as t_url %}
+    {% url_get "transactions" category=category.id as t_url %}
     <p>
       <a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "View all transactions" %}</a>
     </p>

nummi/category/templates/category/category_plot.html

@@ -1,4 +1,4 @@
-{% load main_extras statement_extras %}
+{% load main_extras statement_extras history_extras %}
 {% load i18n %}
 <div class="plot">
   <table class="full-width">
@@ -21,10 +21,14 @@
           <tr>
             <th scope="row" class="l wi">
               {% if cat.category %}
-                {% if month %}
-                  <a href="{% url "category_transaction_month" cat.category month.year month.month %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
-                {% elif year %}
-                  <a href="{% url "category_transaction_year" cat.category year.year %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
+                {% if year %}
+                  <a href="{% history_url year=year category=cat.category account=account.id %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
+                {% elif month %}
+                  <a href="{% url_get "transactions" start_date=month end_date=month|end_of_month account=account.id category=cat.category %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
+                {% elif statement %}
+                  <a href="{% url_get "transactions" account=statement.account.id statement=statement.id category=cat.category %}">{{ cat.category_.icon|remix }}{{ cat.category__name }}</a>
+                {% elif account %}
+                  <a href="{% url_get "transactions" account=account.id category=cat.category %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
                 {% else %}
                   {{ cat.category__icon|remix }}{{ cat.category__name }}
                 {% endif %}

nummi/category/templatetags/category.py

@@ -5,9 +5,11 @@ from django.db.models.functions import Greatest
 register = template.Library()
 
 
-@register.inclusion_tag("category/category_plot.html")
-def category_plot(transactions, budget=True, **kwargs):
-    if budget:
+@register.inclusion_tag("category/category_plot.html", takes_context=True)
+def category_plot(context, transactions, **kwargs):
+    kwargs.setdefault("account", context.get("account"))
+
+    if not kwargs.get("account"):
         transactions = transactions.exclude(category__budget=False)
     categories = (
         transactions.values("category", "category__name", "category__icon")

nummi/category/urls.py

@@ -1,5 +1,4 @@
 from django.urls import path
-from transaction.views import TransactionMonthView, TransactionYearView
 
 from . import views
 
@@ -13,14 +12,4 @@ urlpatterns = [
         name="category_transactions",
     ),
     path("<category>/delete", views.CategoryDeleteView.as_view(), name="del_category"),
-    path(
-        "<category>/history/<int:year>",
-        TransactionYearView.as_view(),
-        name="category_transaction_year",
-    ),
-    path(
-        "<category>/history/<int:year>/<int:month>",
-        TransactionMonthView.as_view(),
-        name="category_transaction_month",
-    ),
 ]

nummi/history/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-03 15:51+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-22 15:18+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -17,18 +17,22 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "X-Generator: Poedit 3.2.2\n"
 
-#: .\history\templates\history\plot.html:17
+#: .\history\templates\history\plot.html:10
+msgid "Year"
+msgstr "Année"
+
+#: .\history\templates\history\plot.html:13
+msgid "Total"
+msgstr "Total"
+
+#: .\history\templates\history\plot.html:56
 msgid "Month"
 msgstr "Mois"
 
-#: .\history\templates\history\plot.html:18
+#: .\history\templates\history\plot.html:57
 msgid "Expenses"
 msgstr "Dépenses"
 
-#: .\history\templates\history\plot.html:19
+#: .\history\templates\history\plot.html:58
 msgid "Income"
 msgstr "Revenus"
-
-#: .\history\templates\history\plot.html:55
-msgid "Year"
-msgstr "Année"

nummi/history/templates/history/pagination.html

@@ -0,0 +1,25 @@
+{% load history_extras %}
+{% if month %}
+  <p class="pagination">
+    <a href="{% history_url year=month %}">{{ month.year }}</a>
+  </p>
+{% endif %}
+<p class="pagination n3">
+  {% if month %}
+    {% if previous_month %}
+      <a href="{% history_url month=previous_month %}">{{ previous_month|date:"F Y"|capfirst }}</a>
+    {% endif %}
+    <a class="cur" href="{% history_url month=month %}">{{ month|date:"F Y"|capfirst }}</a>
+    {% if next_month %}
+      <a href="{% history_url month=next_month %}">{{ next_month|date:"F Y"|capfirst }}</a>
+    {% endif %}
+  {% elif year %}
+    {% if previous_year %}
+      <a href="{% history_url year=previous_year %}">{{ previous_year|date:"Y" }}</a>
+    {% endif %}
+    <a class="cur" href="{% history_url year=year %}">{{ year|date:"Y" }}</a>
+    {% if next_year %}
+      <a href="{% history_url year=next_year %}">{{ next_year|date:"Y" }}</a>
+    {% endif %}
+  {% endif %}
+</p>

nummi/history/templates/history/plot.html

@@ -18,7 +18,9 @@
       {% for y, y_data in years_list reversed %}
         <tr>
           {% if not year %}
-            <th class="date" scope="row">{% year_url y %}</th>
+            <th class="date" scope="row">
+              <a href="{% history_url year=y account=account.id category=category.id %}">{{ y }}</a>
+            </th>
           {% endif %}
           {% for m in y_data %}
             {% if forloop.parentloop.last and forloop.first %}
@@ -65,11 +67,13 @@
             <tr {% if not date.month.month|divisibleby:"2" %}class="even"{% endif %}>
               <td class="icon">{% up_down_icon date.sum %}</td>
               <th class="date" scope="row">
-                {% if year %}
-                  {% month_url date.month fmt="F" %}
-                {% else %}
-                  {% month_url date.month %}
-                {% endif %}
+                <a href="{% history_url year=date.month.year month=date.month.month account=account.id category=category.id %}">
+                  {% if year %}
+                    {{ date.month|date:"F"|capfirst }}
+                  {% else %}
+                    {{ date.month|date:"Y-m" }}
+                  {% endif %}
+                </a>
               </th>
               <td class="value">{{ date.sum_m|pmrvalue }}</td>
               <td class="bar m">{% plot_bar date.sum date.sum_m history.max.pm %}</td>

nummi/history/templates/history/transaction_archive.html

@@ -0,0 +1,51 @@
+{% extends "main/base.html" %}
+{% load i18n static main_extras transaction_extras category history_extras %}
+{% block link %}
+  {{ block.super }}
+  {% css "main/css/plot.css" %}
+  {% css "main/css/table.css" %}
+{% endblock link %}
+{% block body %}
+  <h2>
+    {% block h2 %}
+    {% endblock h2 %}
+  </h2>
+  {% history_pagination %}
+  {% if account or category %}
+    <p class="back">
+      <a class="big-link"
+         href="{% history_url year=year month=month clear=True %}">{{ "arrow-go-back"|remix }}{% translate "Back" %}</a>
+      {% if account %}
+        <a class="big-link" href="{% url "account" account.id %}">{{ account.icon|remix }}{{ account }}</a>
+      {% endif %}
+      {% if category %}
+        <a class="big-link" href="{% url "category" category.id %}">{{ category.icon|remix }}{{ category }}</a>
+      {% endif %}
+    </p>
+  {% endif %}
+  {% if history %}
+    <section>
+      <h3>{% translate "History" %}</h3>
+      {% include "history/plot.html" %}
+    </section>
+  {% endif %}
+  {% if not category %}
+    <section>
+      <h3>{% translate "Categories" %}</h3>
+      {% category_plot transactions month=month year=year %}
+    </section>
+  {% endif %}
+  <section>
+    <h3>{% translate "Transactions" %}</h3>
+    {% if month %}
+      {% url_get "transactions" start_date=month end_date=month|end_of_month category=category.id account=account.id as t_url %}
+    {% elif year %}
+      {% url_get "transactions" start_date=year end_date=year|end_of_year category=category.id account=account.id as t_url %}
+    {% endif %}
+    <p>
+      <a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "View all transactions" %}</a>
+    </p>
+    {% transaction_table transactions n_max=8 transactions_url=t_url %}
+  </section>
+  {% history_pagination %}
+{% endblock body %}

nummi/history/templates/history/transaction_month.html

@@ -0,0 +1,8 @@
+{% extends "history/transaction_archive.html" %}
+{% load i18n static main_extras transaction_extras category %}
+{% block title %}
+  {{ month|date:"F Y"|capfirst }} – {{ block.super }}
+{% endblock title %}
+{% block h2 %}
+  {{ month|date:"F Y"|capfirst }}
+{% endblock h2 %}

nummi/history/templates/history/transaction_year.html

@@ -0,0 +1,8 @@
+{% extends "history/transaction_archive.html" %}
+{% load i18n static main_extras transaction_extras category %}
+{% block title %}
+  {{ year|date:"Y" }} – {{ block.super }}
+{% endblock title %}
+{% block h2 %}
+  {{ year|date:"Y" }}
+{% endblock h2 %}

nummi/history/templatetags/history_extras.py

@@ -1,6 +1,9 @@
+import datetime
 import math
+from urllib import parse
 
 from django import template
+from django.urls import reverse
 from django.utils.safestring import mark_safe
 from history.utils import history
 from main.templatetags.main_extras import pmrvalue, remix
@@ -8,22 +11,24 @@ from main.templatetags.main_extras import pmrvalue, remix
 register = template.Library()
 
 
-@register.inclusion_tag("history/plot.html")
-def history_plot(transactions, **kwargs):
-    options = kwargs
-    if "category" in kwargs or "account" in kwargs:
-        options["history"] = history(transactions.all())
-    else:
-        options["history"] = history(transactions.exclude(category__budget=False))
+@register.inclusion_tag("history/plot.html", takes_context=True)
+def history_plot(context, transactions, **kwargs):
+    kwargs.setdefault("account", context.get("account"))
+    kwargs.setdefault("category", context.get("category"))
 
-    return options
+    if kwargs.get("category") or kwargs.get("account"):
+        kwargs["history"] = history(transactions.all())
+    else:
+        kwargs["history"] = history(transactions.exclude(category__budget=False))
+
+    return kwargs
 
 
 @register.simple_tag
 def calendar_opacity(v, vmax):
     if v is None:
         return "0%"
-    return f"{math.sin(min(1, math.fabs(v/vmax))*math.pi/2):.0%}"
+    return f"{math.sin(min(1, math.fabs(v/vmax))*math.pi/2): .0%}"
 
 
 @register.simple_tag
@@ -60,11 +65,11 @@ def plot_bar(s, sum_pm, s_max):
     if s_max:
         if sum_pm:
             _w = abs(sum_pm / s_max)
-            _res += f"""<div style="width: {_w:.1%}"></div>"""
+            _res += f"""<div style="width: {_w: .1%}"></div>"""
         if sum_pm is not None and s * sum_pm > 0:
             _w = abs(s / s_max)
             _res += (
-                f"""<div class="tot" style="width: {_w:.1%}">"""
+                f"""<div class="tot" style="width: {_w: .1%}">"""
                 f"""<span>{pmrvalue(s)}</span></div>"""
             )
     else:
@@ -76,7 +81,7 @@ def plot_bar(s, sum_pm, s_max):
 @register.simple_tag
 def calendar_head():
     months = range(1, 13)
-    th = (f"""<th>{month:02d}</th>""" for month in months)
+    th = (f"""<th>{month: 02d}</th>""" for month in months)
 
     return mark_safe("".join(th))
 
@@ -84,3 +89,31 @@ def calendar_head():
 @register.filter
 def sum_year(y_data):
     return sum(y["sum"] or 0 for y in y_data)
+
+
+@register.inclusion_tag("history/pagination.html", takes_context=True)
+def history_pagination(context):
+    return context
+
+
+@register.simple_tag(takes_context=True)
+def history_url(context, month=None, year=None, clear=False, **kwargs):
+    if not clear:
+        kwargs.setdefault("account", getattr(context.get("account"), "id", None))
+        kwargs.setdefault("category", getattr(context.get("category"), "id", None))
+
+    if month:
+        if isinstance(month, datetime.date):
+            year = month.year
+            month = month.month
+        url = reverse("history:month", kwargs={"year": year, "month": month})
+    elif year:
+        if isinstance(year, datetime.date):
+            year = year.year
+        url = reverse("history:year", kwargs={"year": year})
+
+    kwargs = {k: v for k, v in kwargs.items() if v}
+
+    if kwargs:
+        return f"{url}?{parse.urlencode(kwargs)}"
+    return url

nummi/history/urls.py

@@ -0,0 +1,13 @@
+from django.urls import path
+
+from . import views
+
+app_name = "history"
+urlpatterns = [
+    path(
+        "month/<int:year>/<int:month>",
+        views.TransactionMonthView.as_view(),
+        name="month",
+    ),
+    path("year/<int:year>", views.TransactionYearView.as_view(), name="year"),
+]

nummi/history/views.py

@@ -0,0 +1,54 @@
+from django.shortcuts import get_object_or_404
+from django.views.generic.dates import MonthArchiveView, YearArchiveView
+from history.utils import history
+from main.views import UserMixin
+from transaction.models import Transaction
+
+
+class ACFilterMixin:
+    def get_queryset(self):
+        queryset = super().get_queryset()
+        if account := self.request.GET.get("account"):
+            queryset = queryset.filter(statement__account=account)
+        if category := self.request.GET.get("category"):
+            queryset = queryset.filter(category=category)
+
+        return queryset
+
+    def get_context_data(self, **kwargs):
+        context_data = super().get_context_data(**kwargs)
+        if account := self.request.GET.get("account"):
+            context_data["account"] = get_object_or_404(
+                self.request.user.account_set, pk=account
+            )
+        if category := self.request.GET.get("category"):
+            context_data["category"] = get_object_or_404(
+                self.request.user.category_set, pk=category
+            )
+
+        return context_data
+
+
+class TransactionMonthView(UserMixin, ACFilterMixin, MonthArchiveView):
+    model = Transaction
+    date_field = "date"
+    context_object_name = "transactions"
+    month_format = "%m"
+    template_name = "history/transaction_month.html"
+
+
+class TransactionYearView(UserMixin, ACFilterMixin, YearArchiveView):
+    model = Transaction
+    date_field = "date"
+    context_object_name = "transactions"
+    make_object_list = True
+    template_name = "history/transaction_year.html"
+
+    def get_context_data(self, **kwargs):
+        context_data = super().get_context_data(**kwargs)
+        h_data = context_data.get("transactions")
+        if not (context_data.get("account") or context_data.get("category")):
+            h_data = h_data.exclude(category__budget=False)
+        context_data["history"] = history(h_data)
+
+        return context_data

nummi/main/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-04 16:18+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-23 08:03+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -25,110 +25,105 @@ msgstr "Utilisateur"
 msgid "Skip to main content"
 msgstr "Aller au contenu principal"
 
-#: .\main\templates\main\base.html:34
+#: .\main\templates\main\base.html:35
 msgid "Home"
 msgstr "Accueil"
 
-#: .\main\templates\main\base.html:39
+#: .\main\templates\main\base.html:42 .\main\templates\main\index.html:17
 msgid "Statements"
 msgstr "Relevés"
 
-#: .\main\templates\main\base.html:45
+#: .\main\templates\main\base.html:49
 msgid "Transactions"
 msgstr "Transactions"
 
-#: .\main\templates\main\base.html:51 .\main\templates\main\list.html:10
-#: .\main\templates\main\list.html:34
+#: .\main\templates\main\base.html:57 .\main\templates\main\list.html:10
+#: .\main\templates\main\list.html:37
 msgid "Search"
 msgstr "Rechercher"
 
-#: .\main\templates\main\base.html:54
-msgid "Log out"
-msgstr "Se déconnecter"
-
-#: .\main\templates\main\base.html:59 .\main\templates\main\form\login.html:6
-#: .\main\templates\main\login.html:11
-msgid "Log in"
-msgstr "Se connecter"
-
-#: .\main\templates\main\base.html:65
+#: .\main\templates\main\base.html:62
 #, python-format
 msgid "Logged in as <strong>%(user)s</strong>"
 msgstr "Connecté en tant que <strong>%(user)s</strong>"
 
+#: .\main\templates\main\base.html:66
+msgid "Log out"
+msgstr "Se déconnecter"
+
+#: .\main\templates\main\base.html:74 .\main\templates\main\form\login.html:5
+#: .\main\templates\main\login.html:11
+msgid "Log in"
+msgstr "Se connecter"
+
 #: .\main\templates\main\confirm_delete.html:15
 #, python-format
 msgid "Are you sure you want do delete <strong>%(object)s</strong> ?"
 msgstr "Êtes-vous sûr de vouloir supprimer <strong>%(object)s</strong> ?"
 
-#: .\main\templates\main\confirm_delete.html:19
+#: .\main\templates\main\confirm_delete.html:20
 msgid "Cancel"
 msgstr "Annuler"
 
-#: .\main\templates\main\confirm_delete.html:20
+#: .\main\templates\main\confirm_delete.html:21
 msgid "Confirm"
 msgstr "Confirmer"
 
-#: .\main\templates\main\form\fileinput.html:8
+#: .\main\templates\main\form\fileinput.html:6
 msgid "File"
 msgstr "Fichier"
 
-#: .\main\templates\main\form\form_base.html:30
-msgid "Delete"
-msgstr "Supprimer"
-
-#: .\main\templates\main\form\form_base.html:32
-msgid "Reset"
-msgstr "Réinitialiser"
-
-#: .\main\templates\main\form\form_base.html:34
+#: .\main\templates\main\form\form_base.html:46
 msgid "Create"
 msgstr "Créer"
 
-#: .\main\templates\main\form\form_base.html:36
+#: .\main\templates\main\form\form_base.html:48
 msgid "Save"
 msgstr "Enregistrer"
 
+#: .\main\templates\main\form\form_base.html:50
+msgid "Reset"
+msgstr "Réinitialiser"
+
+#: .\main\templates\main\form\form_base.html:52
+msgid "Delete"
+msgstr "Supprimer"
+
 #: .\main\templates\main\index.html:13
 msgid "Accounts"
 msgstr "Comptes"
 
-#: .\main\templates\main\index.html:17
-msgid "Account"
-msgstr "Compte"
-
-#: .\main\templates\main\index.html:18
-msgid "Balance"
-msgstr "Solde"
-
-#: .\main\templates\main\index.html:19 .\main\templates\main\index.html:31
-msgid "Edit"
-msgstr "Modifier"
-
-#: .\main\templates\main\index.html:36
-msgid "No account"
-msgstr "Aucun compte"
-
-#: .\main\templates\main\index.html:43
-msgid "Create account"
-msgstr "Créer un compte"
-
-#: .\main\templates\main\index.html:50
+#: .\main\templates\main\index.html:23
 msgid "Categories"
 msgstr "Catégories"
 
-#: .\main\templates\main\index.html:56
+#: .\main\templates\main\index.html:29
 msgid "Create category"
 msgstr "Créer une catégorie"
 
-#: .\main\templates\main\index.html:63
+#: .\main\templates\main\index.html:34
 msgid "History"
 msgstr "Historique"
 
-#: .\main\views.py:69
+#: .\main\views.py:54
 msgid "was created successfully"
 msgstr "a été créé avec succès"
 
+#~ msgid "Account"
+#~ msgstr "Compte"
+
+#~ msgid "Balance"
+#~ msgstr "Solde"
+
+#~ msgid "Edit"
+#~ msgstr "Modifier"
+
+#~ msgid "No account"
+#~ msgstr "Aucun compte"
+
+#~ msgid "Create account"
+#~ msgstr "Créer un compte"
+
 #~ msgid "Create statement"
 #~ msgstr "Créer un relevé"
 

nummi/main/models.py

@@ -1,15 +1,46 @@
 from django.conf import settings
+from django.contrib.postgres.search import (
+    SearchQuery,
+    SearchRank,
+    SearchVector,
+    TrigramSimilarity,
+)
 from django.db import models
 from django.utils.translation import gettext_lazy as _
 
 
-class UserModel(models.Model):
+class NummiQuerySet(models.QuerySet):
+    main_field = "name"
+    fields = dict()
+
+    def search(self, search):
+        return (
+            self.annotate(
+                rank=SearchRank(
+                    sum(
+                        (
+                            SearchVector(field, weight=weight)
+                            for field, weight in self.fields.items()
+                        ),
+                        start=SearchVector(self.main_field, weight="A"),
+                    ),
+                    SearchQuery(search, search_type="websearch"),
+                ),
+                similarity=TrigramSimilarity(self.main_field, search),
+            )
+            .filter(models.Q(rank__gte=0.1) | models.Q(similarity__gte=0.3))
+            .order_by("-rank")
+        )
+
+
+class NummiModel(models.Model):
     user = models.ForeignKey(
         settings.AUTH_USER_MODEL,
         on_delete=models.CASCADE,
         verbose_name=_("User"),
         editable=False,
     )
+    objects = NummiQuerySet.as_manager()
 
     class Meta:
         abstract = True

nummi/main/static/main/css/form.css

@@ -48,141 +48,140 @@ form {
     border: 1px solid var(--gray);
     padding: var(--gap);
     block-size: min-content;
+  }
+  .fieldset {
+    display: grid;
+    grid-auto-columns: 1fr;
+    grid-auto-flow: column;
+    gap: inherit;
+    padding: 0;
+    margin: 0;
+    border: none;
+  }
 
-    .fieldset {
-      display: grid;
-      grid-auto-columns: 1fr;
-      grid-auto-flow: column;
-      gap: inherit;
-      padding: 0;
-      margin: 0;
-      border: none;
-    }
+  ul.errorlist {
+    color: var(--red);
+    font-weight: 550;
+    list-style: none;
+    padding: 0;
+    margin: 0;
+  }
+
+  .field {
+    display: grid;
+    grid-auto-rows: min-content;
+    align-items: center;
+    column-gap: 0.5rem;
 
     ul.errorlist {
-      color: var(--red);
-      font-weight: 550;
-      list-style: none;
-      padding: 0;
-      margin: 0;
+      font-size: 0.8rem;
     }
 
-    .field {
-      display: grid;
-      grid-auto-rows: min-content;
-      align-items: center;
-      column-gap: 0.5rem;
-
-      ul.errorlist {
-        font-size: 0.8rem;
-      }
-
-      &:has(> textarea) {
-        grid-template-rows: min-content 1fr;
-        textarea {
-          resize: block;
-        }
-      }
-      &:has(> input[type="checkbox"]) {
-        grid-template-columns: min-content 1fr;
-        > label {
-          font-size: inherit;
-          grid-row: 1;
-          grid-column: 2;
-          padding: 0.5rem;
-          line-height: initial;
-        }
-        > input {
-          grid-row: 1;
-          grid-column: 1;
-          margin: 0.5rem;
-        }
-        &:has(> :focus) {
-          background: var(--bg-01);
-        }
-      }
-
-      > label {
-        font-size: 0.8rem;
-        line-height: 0.8rem;
-        z-index: 10;
-      }
-
-      > a {
-        padding: 0.5rem;
-      }
-
-      input,
-      select,
+    &:has(> textarea) {
+      grid-template-rows: min-content 1fr;
       textarea {
-        font: inherit;
-        line-height: initial;
-        border: none;
-        border: 1px solid transparent;
-        border-bottom: 1px solid var(--gray);
-        background: none;
-        z-index: 1;
+        resize: block;
+      }
+    }
+    &:has(> input[type="checkbox"]) {
+      grid-template-columns: min-content 1fr;
+      > label {
+        font-size: inherit;
+        grid-row: 1;
+        grid-column: 2;
         padding: 0.5rem;
+        line-height: initial;
+      }
+      > input {
+        grid-row: 1;
+        grid-column: 1;
+        margin: 0.5rem;
+      }
+      &:has(> :focus) {
+        background: var(--bg-1);
+      }
+    }
 
-        &:has(~ ul.errorlist) {
-          border-color: var(--red);
-        }
-        &.autocompleted:not(.mod) {
-          border-bottom-color: var(--green);
-        }
+    > label {
+      font-size: 0.8rem;
+      line-height: 0.8rem;
+      z-index: 10;
+    }
 
-        &:not([type="checkbox"]) {
-          width: 100%;
-          margin: 0;
-        }
+    > a {
+      padding: 0.5rem;
+    }
 
-        &[name*="value"] {
-          text-align: right;
-          font-feature-settings: var(--num);
-        }
-        &[name*="date"] {
-          font-feature-settings: var(--num);
-        }
+    input,
+    select,
+    textarea {
+      font: inherit;
+      line-height: initial;
+      border: none;
+      border: 1px solid transparent;
+      border-bottom: 1px solid var(--gray);
+      background: none;
+      z-index: 1;
+      padding: 0.5rem;
 
-        &:focus {
-          outline: none;
-          background: var(--bg-01);
-        }
+      &:has(~ ul.errorlist) {
+        border-color: var(--red);
+      }
+      &.autocompleted:not(.mod) {
+        border-bottom-color: var(--green);
       }
 
-      > .file-input {
-        display: grid;
-
-        > .current {
-          display: grid;
-          grid-template-columns: 1fr;
-          grid-auto-columns: max-content;
-          grid-auto-flow: column;
-          a {
-            padding: 0.5rem;
-          }
-        }
-
-        input[type="file"] {
-          &::file-selector-button {
-            display: none;
-          }
-        }
+      &:not([type="checkbox"]) {
+        width: 100%;
+        margin: 0;
       }
-      > .ico-input {
+
+      &[name*="value"] {
+        text-align: right;
+        font-feature-settings: var(--num);
+      }
+      &[name*="date"] {
+        font-feature-settings: var(--num);
+      }
+
+      &:focus {
+        outline: none;
+        background: var(--bg-1);
+      }
+    }
+
+    > .file-input {
+      display: grid;
+
+      > .current {
         display: grid;
-        grid-template-columns: min-content 1fr;
-        column-gap: 0.5rem;
-        align-items: center;
-        span[class|="ri"] {
+        grid-template-columns: 1fr;
+        grid-auto-columns: max-content;
+        grid-auto-flow: column;
+        a {
           padding: 0.5rem;
         }
+      }
 
-        &:has(> :focus) {
-          background: var(--bg-01);
+      input[type="file"] {
+        &::file-selector-button {
+          display: none;
         }
       }
     }
+    > .ico-input {
+      display: grid;
+      grid-template-columns: min-content 1fr;
+      column-gap: 0.5rem;
+      align-items: center;
+      span[class|="ri"] {
+        padding: 0.5rem;
+      }
+
+      &:has(> :focus) {
+        background: var(--bg-1);
+      }
+    }
   }
   .buttons {
     grid-column: 1 / -1;

nummi/main/static/main/css/main.css

@@ -387,6 +387,9 @@ ul.invoices {
     > * {
       &.title {
         font-weight: 650;
+        overflow: hidden;
+        text-overflow: ellipsis;
+        white-space: nowrap;
       }
     }
 
@@ -423,6 +426,10 @@ ul.statements {
   }
 }
 
+ul.invoices {
+  grid-template-columns: repeat(auto-fill, minmax(20rem, 1fr));
+}
+
 .statement-details {
   display: grid;
   @media (width > 720px) {
@@ -538,3 +545,28 @@ ul.statements {
 .value {
   font-feature-settings: var(--num);
 }
+
+details {
+  border: var(--gray) 1px solid;
+  margin-bottom: var(--gap);
+
+  summary {
+    font-weight: 650;
+    cursor: pointer;
+    padding: var(--gap);
+
+    &::marker {
+      content: "\ed27\2002";
+      font-family: remixicon;
+      font-weight: initial;
+    }
+  }
+
+  &[open] summary {
+    background: var(--bg-1);
+  }
+
+  form {
+    padding: var(--gap);
+  }
+}

nummi/main/static/main/js/base.js

@@ -34,6 +34,21 @@ for (let form of forms) {
       setTimeout(setIcon, 0);
     });
   }
+  let accountSelect = form.querySelector(".account-select");
+  if (accountSelect) {
+    let input = accountSelect.querySelector("select");
+    let icon = accountSelect.querySelector("span");
+    let icons = JSON.parse(input.dataset.icons);
+
+    function setIcon(event) {
+      icon.className = `ri-${icons[input.value] || "bank"}-line`;
+    }
+    setIcon();
+    input.addEventListener("input", setIcon);
+    form.addEventListener("reset", (event) => {
+      setTimeout(setIcon, 0);
+    });
+  }
 
   let iconSelect = form.querySelector(".icon-select");
   if (iconSelect) {
@@ -135,3 +150,32 @@ if (accounts) {
     });
   }
 }
+
+const filterForm = document.querySelector("form.filter");
+if (filterForm) {
+  const accountSelect = filterForm.querySelector("[name='account']");
+  const statementSelect = filterForm.querySelector("[name='statement']");
+  if (!statementSelect.disabled) {
+    accountSelect.addEventListener("input", (event) => {
+      statementSelect.value = "";
+      statementSelect.disabled = true;
+    });
+    filterForm.addEventListener("reset", (event) => {
+      statementSelect.disabled = false;
+    });
+  }
+  let disableStatement = false;
+  filterForm.addEventListener("submit", (event) => {
+    for (element of filterForm.elements) {
+      if (
+        element.value == "" ||
+        (disableStatement && element.name == "statement")
+      ) {
+        if (element.name == "account") {
+          disableStatement = true;
+        }
+        element.disabled = true;
+      }
+    }
+  });
+}

nummi/main/templates/main/pagination.html

@@ -2,26 +2,3 @@
 {% if page_obj %}
   <p class="pagination">{% pagination_links page_obj %}</p>
 {% endif %}
-{% if month %}
-  <p class="pagination">{% year_url month %}</p>
-  <p class="pagination n3">
-    {% if previous_month %}
-      {% month_url previous_month fmt="F Y" %}
-    {% endif %}
-    {% month_url month cls="cur" fmt="F Y" %}
-    {% if next_month %}
-      {% month_url next_month fmt="F Y" %}
-    {% endif %}
-  </p>
-{% endif %}
-{% if year %}
-  <p class="pagination n3">
-    {% if previous_year %}
-      {% year_url previous_year cls="prev" %}
-    {% endif %}
-    {% year_url year cls="cur" %}
-    {% if next_year %}
-      {% year_url next_year cls="next" %}
-    {% endif %}
-  </p>
-{% endif %}

nummi/main/templates/main/pagination_links.html

@@ -1,13 +1,13 @@
 {% load i18n main_extras %}
 {% if first.show %}
-  <a href="?page=1" class="first">1</a>
+  <a href="?{% page_url 1 %}" class="first">1</a>
   {% if first.dots %}<span>…</span>{% endif %}
 {% endif %}
 {% for page in pages %}
-  <a href="?page={{ page.number }}"
+  <a href="?{% page_url page.number %}"
      {% if page.current %}class="cur"{% endif %}>{{ page.number }}</a>
 {% endfor %}
 {% if last.show %}
   {% if last.dots %}<span>…</span>{% endif %}
-  <a href="?page={{ last.number }}" class="last">{{ last.number }}</a>
+  <a href="?{% page_url last.number %}" class="last">{{ last.number }}</a>
 {% endif %}

nummi/main/templatetags/main_extras.py

@@ -1,5 +1,9 @@
+from urllib import parse
+
+from dateutil.relativedelta import relativedelta
 from django import template
 from django.templatetags.static import static
+from django.urls import reverse
 from django.utils import formats
 from django.utils.safestring import mark_safe
 
@@ -91,10 +95,11 @@ def balance(accounts):
     )
 
 
-@register.inclusion_tag("main/pagination_links.html")
-def pagination_links(page_obj):
+@register.inclusion_tag("main/pagination_links.html", takes_context=True)
+def pagination_links(context, page_obj):
     _n = 3
     return {
+        "request": context["request"],
         "pages": [
             {"number": p, "current": p == page_obj.number}
             for p in page_obj.paginator.page_range
@@ -110,3 +115,26 @@ def pagination_links(page_obj):
             "number": page_obj.paginator.num_pages,
         },
     }
+
+
+@register.simple_tag(takes_context=True)
+def page_url(context, page):
+    query = context["request"].GET.copy()
+    query["page"] = page
+    return query.urlencode()
+
+
+@register.simple_tag
+def url_get(name, **kwargs):
+    kwargs = {k: v for k, v in kwargs.items() if v}
+    return f"{reverse(name)}?{parse.urlencode(kwargs)}"
+
+
+@register.filter
+def end_of_month(month):
+    return month + relativedelta(months=1, days=-1)
+
+
+@register.filter
+def end_of_year(year):
+    return year + relativedelta(years=1, days=-1)

nummi/main/urls.py

@@ -10,5 +10,6 @@ urlpatterns = [
     path("category/", include("category.urls")),
     path("statement/", include("statement.urls")),
     path("transaction/", include("transaction.urls")),
+    path("history/", include("history.urls")),
     path("search/", include("search.urls")),
 ]

nummi/main/utils.py

@@ -1,9 +1,18 @@
 import json
-from urllib import request
+import pathlib
 
+from django.contrib.staticfiles import finders
 
 def get_icons():
-    url = "https://cdn.jsdelivr.net/npm/remixicon@4.5.0/fonts/remixicon.glyph.json"
-    data = json.loads(request.urlopen(url).read())
-
+    with open(finders.find("main/icons/remixicon.glyph.json"), "r") as f:
+        data = json.load(f)
     return [i.removesuffix("-line") for i in data.keys() if i.endswith("-line")]
+
+
+def pdf_outline_to_str(outline):
+    return " ".join(
+        (
+            dest.title if not isinstance(dest, list) else pdf_outline_to_str(dest)
+            for dest in outline
+        )
+    )

nummi/nummi/settings.py

@@ -22,6 +22,7 @@ if CONFIG_PATH is not None:
 
 # Build paths inside the project like this: BASE_DIR / 'subdir'.
 MEDIA_CONF = CONFIG.get("media", {})
+STATIC_CONF = CONFIG.get("static", {})
 BASE_DIR = Path(__file__).resolve().parent.parent
 MEDIA_ROOT = Path(MEDIA_CONF.get("root", "/var/lib/nummi"))
 MEDIA_URL = "media/"
@@ -124,7 +125,7 @@ USE_TZ = True
 # https://docs.djangoproject.com/en/4.0/howto/static-files/
 
 STATIC_URL = "static/"
-STATIC_ROOT = "/srv/nummi"
+STATIC_ROOT = STATIC_CONF.get("root", "/srv/nummi")
 LOGIN_URL = "login"
 
 # Default primary key field type

nummi/search/templates/search/search_form.html

@@ -1,6 +1,7 @@
 {% extends "main/form/form_base.html" %}
 {% load i18n %}
 {% block buttons %}
-  <input type="reset" />
   <input type="submit" value="{% translate "Search" %}" />
-{% endblock %}
+  <input type="reset" value="{% translate "Reset" %}" />
+  <a href="{% url "search" %}">{% translate "Clear" %}</a>
+{% endblock buttons %}

nummi/search/templates/search/search_results.html

@@ -0,0 +1,59 @@
+{% extends "main/base.html" %}
+{% load i18n static %}
+{% load main_extras account_extras transaction_extras statement_extras %}
+{% block title %}
+  {% translate "Search" %} – Nummi
+{% endblock title %}
+{% block link %}
+  {{ block.super }}
+  {% css "main/css/form.css" %}
+  {% css "main/css/table.css" %}
+{% endblock link %}
+{% block body %}
+  <h2>{% translate "Search" %}</h2>
+  <form method="post" action="{% url "search" %}">
+    {% csrf_token %}
+    {{ form }}
+  </form>
+  {% if accounts %}
+    <section>
+      <h3>{% translate "Accounts" %}</h3>
+      <div class="split">{% account_table accounts search=True %}</div>
+    </section>
+  {% endif %}
+  {% if statements %}
+    <section>
+      <h3>{% translate "Statements" %}</h3>
+      {% statement_table statements %}
+    </section>
+  {% endif %}
+  {% if categories %}
+    <section>
+      <h3>{% translate "Categories" %}</h3>
+      <p>
+        {% for cat in categories %}
+          <a class="category" href="{{ cat.get_absolute_url }}">{{ cat.icon|remix }}{{ cat }}</a>
+        {% endfor %}
+      </p>
+    </section>
+  {% endif %}
+  {% if transactions %}
+    <section>
+      <h3>{% translate "Transactions" %}</h3>
+      {% url_get "transactions" search=search as t_url %}
+      <p>
+        <a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "Show all transactions" %}</a>
+      </p>
+      {% transaction_table transactions n_max=8 transactions_url=t_url %}
+    </section>
+  {% endif %}
+  {% if invoices %}
+    <section>
+      <h3>{% translate "Invoices" %}</h3>
+      {% invoice_table invoices=invoices %}
+    </section>
+  {% endif %}
+  {% if not accounts and not categories and not transactions and not invoices %}
+    <p>{% translate "No results found." %}</p>
+  {% endif %}
+{% endblock body %}

nummi/search/views.py

@@ -1,14 +1,7 @@
 from django.contrib.auth.mixins import LoginRequiredMixin
-from django.contrib.postgres.search import (
-    SearchQuery,
-    SearchRank,
-    SearchVector,
-    TrigramSimilarity,
-)
-from django.db import models
 from django.shortcuts import redirect
+from django.views.generic import TemplateView
 from django.views.generic.edit import FormView
-from transaction.views import TransactionListView
 
 from .forms import SearchForm
 
@@ -21,24 +14,19 @@ class SearchFormView(LoginRequiredMixin, FormView):
         return redirect("search", search=form.cleaned_data.get("search"))
 
 
-class SearchView(TransactionListView):
-    def get_queryset(self):
-        self.search = self.kwargs["search"]
-        return (
-            super()
-            .get_queryset()
-            .annotate(
-                rank=SearchRank(
-                    SearchVector("name", weight="A")
-                    + SearchVector("description", weight="B")
-                    + SearchVector("trader", weight="B"),
-                    SearchQuery(self.search, search_type="websearch"),
-                ),
-                similarity=TrigramSimilarity("name", self.search),
-            )
-            .filter(models.Q(rank__gte=0.1) | models.Q(similarity__gte=0.3))
-            .order_by("-rank", "-date")
-        )
+class SearchView(LoginRequiredMixin, TemplateView):
+    template_name = "search/search_results.html"
 
     def get_context_data(self, **kwargs):
-        return super().get_context_data(**kwargs) | {"search": self.kwargs["search"]}
+        context = super().get_context_data(**kwargs)
+        _user = self.request.user
+
+        context["form"] = SearchForm(initial={"search": self.kwargs["search"]})
+        context["search"] = self.kwargs["search"]
+        context["transactions"] = _user.transaction_set.search(self.kwargs["search"])
+        context["accounts"] = _user.account_set.search(self.kwargs["search"])
+        context["statements"] = _user.statement_set.search(self.kwargs["search"])
+        context["categories"] = _user.category_set.search(self.kwargs["search"])
+        context["invoices"] = _user.invoice_set.search(self.kwargs["search"])[:10]
+
+        return context

nummi/statement/forms.py

@@ -1,3 +1,6 @@
+import json
+
+from account.forms import AccountSelect
 from django import forms
 from django.forms.widgets import Select
 from django.utils.translation import gettext_lazy as _
@@ -13,6 +16,7 @@ class StatementForm(NummiForm):
         fields = ["account", "start_date", "date", "start_value", "value", "file"]
         widgets = {
             "file": NummiFileInput,
+            "account": AccountSelect,
         }
 
     meta_fieldsets = [
@@ -40,6 +44,16 @@ class StatementForm(NummiForm):
             required=False,
         )
 
+        self.fields["account"].widget.attrs |= {
+            "class": "account",
+            "data-icons": json.dumps(
+                {
+                    str(acc.id): acc.icon
+                    for acc in self.fields["account"].queryset.only("id", "icon")
+                }
+            ),
+        }
+
         if _disable_account:
             self.fields["account"].disabled = True
 

nummi/statement/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-03 15:51+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-22 15:22+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -17,7 +17,7 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "X-Generator: Poedit 3.2.2\n"
 
-#: .\statement\forms.py:28
+#: .\statement\forms.py:43
 msgid "Add transactions"
 msgstr "Ajouter des transactions"
 
@@ -37,36 +37,53 @@ msgstr "Valeur finale"
 msgid "Start value"
 msgstr "Valeur initiale"
 
-#: .\statement\models.py:29
-#: .\statement\templates\statement\statement_table.html:30
-msgid "Difference"
-msgstr "Différence"
-
-#: .\statement\models.py:36
-msgid "Transaction difference"
-msgstr "Différence des transactions"
-
-#: .\statement\models.py:42
+#: .\statement\models.py:28
 msgid "File"
 msgstr "Fichier"
 
-#: .\statement\models.py:49
+#: .\statement\models.py:35
 #, python-format
 msgid "%(date)s statement"
 msgstr "Relevé du %(date)s"
 
-#: .\statement\models.py:89
+#: .\statement\models.py:68
 msgid "Statement"
 msgstr "Relevé"
 
-#: .\statement\models.py:90
+#: .\statement\models.py:69
 #: .\statement\templates\statement\statement_list.html:4
 #: .\statement\templates\statement\statement_list.html:7
 msgid "Statements"
 msgstr "Relevés"
 
+#: .\statement\templates\statement\confirm_delete.html:5
+msgid "This will delete all transactions in this statement."
+msgstr "Ceci va supprimer toutes les transactions de ce relevé."
+
+#: .\statement\templates\statement\statement_detail.html:19
+#: .\statement\templates\statement\statement_detail.html:30
+msgid "Edit statement"
+msgstr "Modifier le relevé"
+
+#: .\statement\templates\statement\statement_detail.html:31
+#: .\statement\templates\statement\statement_detail.html:61
+msgid "Add transaction"
+msgstr "Ajouter une transaction"
+
+#: .\statement\templates\statement\statement_detail.html:57
+msgid "Transactions"
+msgstr "Transactions"
+
+#: .\statement\templates\statement\statement_detail.html:62
+msgid "View all transactions"
+msgstr "Afficher toutes les transactions"
+
+#: .\statement\templates\statement\statement_detail.html:67
+msgid "Categories"
+msgstr "Catégories"
+
 #: .\statement\templates\statement\statement_form.html:4
-#: .\statement\templates\statement\statement_table.html:18
+#: .\statement\templates\statement\statement_table.html:7
 msgid "Create statement"
 msgstr "Créer un relevé"
 
@@ -74,34 +91,28 @@ msgstr "Créer un relevé"
 msgid "New statement"
 msgstr "Nouveau relevé"
 
-#: .\statement\templates\statement\statement_form.html:23
-msgid "Categories"
-msgstr "Catégories"
+#: .\statement\templates\statement\statement_form.html:12
+msgid "Back"
+msgstr "Retour"
 
-#: .\statement\templates\statement\statement_form.html:27
-#: .\statement\templates\statement\statement_table.html:31
-msgid "Transactions"
-msgstr "Transactions"
-
-#: .\statement\templates\statement\statement_table.html:25
-msgid "Date"
-msgstr "Date"
-
-#: .\statement\templates\statement\statement_table.html:27
-msgid "Account"
-msgstr "Compte"
-
-#: .\statement\templates\statement\statement_table.html:29
-msgid "Value"
-msgstr "Valeur"
-
-#: .\statement\templates\statement\statement_table.html:62
-msgid "No statement"
-msgstr "Aucun relevé"
-
-#: .\statement\templates\statement\statement_table.html:70
+#: .\statement\templates\statement\statement_table.html:28
 msgid "View all statements"
 msgstr "Voir tous les relevés"
 
+#~ msgid "Difference"
+#~ msgstr "Différence"
+
+#~ msgid "Transaction difference"
+#~ msgstr "Différence des transactions"
+
+#~ msgid "Date"
+#~ msgstr "Date"
+
+#~ msgid "Account"
+#~ msgstr "Compte"
+
+#~ msgid "Value"
+#~ msgstr "Valeur"
+
 #~ msgid "No transaction"
 #~ msgstr "Aucune transaction"

nummi/statement/migrations/0004_statement_metadata_statement_tags.py

@@ -0,0 +1,22 @@
+# Generated by Django 4.2.7 on 2025-01-05 17:54
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("statement", "0003_remove_statement_diff_remove_statement_sum"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="statement",
+            name="metadata",
+            field=models.TextField(blank=True),
+        ),
+        migrations.AddField(
+            model_name="statement",
+            name="tags",
+            field=models.TextField(blank=True),
+        ),
+    ]

nummi/statement/models.py

@@ -7,7 +7,17 @@ from django.core.validators import FileExtensionValidator
 from django.db import models
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
+from main.models import NummiQuerySet
+from main.utils import pdf_outline_to_str
 from media.utils import get_path
+from pypdf import PdfReader
+
+
+class StatementQuerySet(NummiQuerySet):
+    main_field = "metadata"
+    fields = {
+        "tags": "B",
+    }
 
 
 class Statement(AccountModel):
@@ -30,6 +40,10 @@ class Statement(AccountModel):
         blank=True,
         default="",
     )
+    metadata = models.TextField(blank=True)
+    tags = models.TextField(blank=True)
+
+    objects = StatementQuerySet.as_manager()
 
     def __str__(self):
         return _("%(date)s statement") % {"date": self.date}
@@ -40,6 +54,28 @@ class Statement(AccountModel):
             if _prever.file and _prever.file != self.file:
                 Path(_prever.file.path).unlink(missing_ok=True)
 
+        if self.file:
+            reader = PdfReader(self.file)
+
+            if reader.metadata:
+                self.metadata = " ".join(
+                    (
+                        m.replace("\x00", "").strip()
+                        for m in (
+                            reader.metadata.title,
+                            reader.metadata.author,
+                            reader.metadata.subject,
+                        )
+                        if m
+                    )
+                )
+
+            _tags = pdf_outline_to_str(reader.outline)
+            _tags += " ".join(
+                (page.extract_text().replace("\x00", "") for page in reader.pages)
+            )
+            self.tags = " ".join((tag for tag in _tags.split() if len(tag) >= 3))
+
         super().save(*args, **kwargs)
 
     @property

nummi/statement/templates/statement/statement_detail.html

@@ -55,7 +55,7 @@
   </div>
   <section>
     <h3>{% translate "Transactions" %}</h3>
-    {% url "statement_transactions" statement.id as t_url %}
+    {% url_get "transactions" account=account.id statement=statement.id as t_url %}
     <p>
       <a class="big-link"
          href="{% url "new_transaction" statement=statement.id %}">{{ "add-circle"|remix }}{% translate "Add transaction" %}</a>
@@ -65,6 +65,6 @@
   </section>
   <section>
     <h3>{% translate "Categories" %}</h3>
-    {% category_plot transactions budget=False statement=object %}
+    {% category_plot transactions statement=object %}
   </section>
 {% endblock body %}

nummi/transaction/forms.py

@@ -1,8 +1,9 @@
 import json
 
+from account.forms import AccountSelect
 from category.forms import CategorySelect
 from django import forms
-from django.forms import formset_factory
+from django.utils.translation import gettext_lazy as _
 from main.forms import DatalistInput, NummiFileInput, NummiForm
 from statement.forms import StatementSelect
 
@@ -144,4 +145,73 @@ class MultipleInvoicesForm(forms.Form):
     invoices = MultipleFileField()
 
 
-InvoicesFormSet = formset_factory(MultipleInvoicesForm)
+class DateInput(forms.DateInput):
+    input_type = "date"
+
+    def __init__(self, attrs=None):
+        super().__init__(attrs)
+        self.format = "%Y-%m-%d"
+
+
+class DateField(forms.DateField):
+    def __init__(self, *args, **kwargs):
+        kwargs.setdefault("widget", DateInput())
+        super().__init__(*args, **kwargs)
+
+
+class TransactionFiltersForm(forms.Form):
+    start_date = DateField(required=False)
+    end_date = DateField(required=False)
+    category = forms.ModelChoiceField(
+        queryset=None, required=False, widget=CategorySelect()
+    )
+    account = forms.ModelChoiceField(
+        queryset=None, required=False, widget=AccountSelect()
+    )
+    statement = forms.ModelChoiceField(queryset=None, required=False)
+    search = forms.CharField(label=_("Search"), required=False)
+    sort_by = forms.ChoiceField(
+        label=_("Sort by"),
+        choices=[
+            ("", _("Default")),
+            ("date", _("Date +")),
+            ("-date", _("Date -")),
+            ("value", _("Value +")),
+            ("-value", _("Value -")),
+        ],
+        required=False,
+    )
+
+    def __init__(self, *args, **kwargs):
+        _user = kwargs.pop("user")
+        super().__init__(*args, **kwargs)
+
+        self.fields["category"].queryset = _user.category_set
+        self.fields["account"].queryset = _user.account_set
+
+        if acc_id := kwargs.get("initial", {}).get("account"):
+            self.fields["statement"].queryset = (
+                self.fields["account"].queryset.get(id=acc_id).statement_set
+            )
+        else:
+            self.fields["statement"].queryset = _user.statement_set.none()
+            self.fields["statement"].disabled = True
+
+        self.fields["category"].widget.attrs |= {
+            "class": "category",
+            "data-icons": json.dumps(
+                {
+                    str(cat.id): cat.icon
+                    for cat in self.fields["category"].queryset.only("id", "icon")
+                }
+            ),
+        }
+        self.fields["account"].widget.attrs |= {
+            "class": "account",
+            "data-icons": json.dumps(
+                {
+                    str(acc.id): acc.icon
+                    for acc in self.fields["account"].queryset.only("id", "icon")
+                }
+            ),
+        }

nummi/transaction/locale/fr_FR/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-01-03 15:51+0100\n"
+"POT-Creation-Date: 2025-01-04 18:51+0100\n"
 "PO-Revision-Date: 2023-04-23 08:03+0200\n"
 "Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
 "Language-Team: \n"
@@ -17,103 +17,119 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "X-Generator: Poedit 3.2.2\n"
 
-#: .\transaction\models.py:19 .\transaction\models.py:82
+#: .\transaction\forms.py:175
+msgid "Search"
+msgstr "Rechercher"
+
+#: .\transaction\forms.py:177
+msgid "Sort by"
+msgstr "Trier par"
+
+#: .\transaction\forms.py:179
+msgid "Default"
+msgstr "Défaut"
+
+#: .\transaction\forms.py:180
+msgid "Date +"
+msgstr "Date +"
+
+#: .\transaction\forms.py:181
+msgid "Date -"
+msgstr "Date -"
+
+#: .\transaction\forms.py:182
+msgid "Value +"
+msgstr "Valeur +"
+
+#: .\transaction\forms.py:183
+msgid "Value -"
+msgstr "Valeur -"
+
+#: .\transaction\models.py:18 .\transaction\models.py:63
 msgid "Transaction"
 msgstr "Transaction"
 
-#: .\transaction\models.py:19 .\transaction\models.py:89
-#: .\transaction\templates\transaction\invoice_table.html:10
-#: .\transaction\templates\transaction\transaction_table.html:32
+#: .\transaction\models.py:18 .\transaction\models.py:70
+#: .\transaction\templates\transaction\transaction_table.html:19
 msgid "Name"
 msgstr "Nom"
 
-#: .\transaction\models.py:21
+#: .\transaction\models.py:20
 msgid "Description"
 msgstr "Description"
 
-#: .\transaction\models.py:23
+#: .\transaction\models.py:22
 msgid "Value"
 msgstr "Valeur"
 
-#: .\transaction\models.py:25
-#: .\transaction\templates\transaction\transaction_table.html:31
+#: .\transaction\models.py:24
+#: .\transaction\templates\transaction\transaction_table.html:18
 msgid "Date"
 msgstr "Date"
 
-#: .\transaction\models.py:26
+#: .\transaction\models.py:25
 msgid "Real date"
 msgstr "Date réelle"
 
-#: .\transaction\models.py:28
-#: .\transaction\templates\transaction\transaction_table.html:35
+#: .\transaction\models.py:27
+#: .\transaction\templates\transaction\transaction_table.html:22
 msgid "Trader"
 msgstr "Commerçant"
 
-#: .\transaction\models.py:31
+#: .\transaction\models.py:30
 msgid "Payment"
 msgstr "Paiement"
 
-#: .\transaction\models.py:38
-#: .\transaction\templates\transaction\transaction_table.html:37
+#: .\transaction\models.py:37
+#: .\transaction\templates\transaction\transaction_table.html:24
 msgid "Category"
 msgstr "Catégorie"
 
-#: .\transaction\models.py:43
+#: .\transaction\models.py:44
 msgid "Statement"
 msgstr "Relevé"
 
-#: .\transaction\models.py:48
-#: .\transaction\templates\transaction\transaction_table.html:40
-msgid "Account"
-msgstr "Compte"
-
-#: .\transaction\models.py:83
-#: .\transaction\templates\transaction\transaction_archive_month.html:27
+#: .\transaction\models.py:64
+#: .\transaction\templates\transaction\transaction_archive_month.html:25
 #: .\transaction\templates\transaction\transaction_archive_year.html:31
 #: .\transaction\templates\transaction\transaction_list.html:4
-#: .\transaction\templates\transaction\transaction_list.html:7
+#: .\transaction\templates\transaction\transaction_list.html:11
 msgid "Transactions"
 msgstr "Transactions"
 
-#: .\transaction\models.py:89 .\transaction\models.py:122
+#: .\transaction\models.py:70 .\transaction\models.py:103
 msgid "Invoice"
 msgstr "Facture"
 
-#: .\transaction\models.py:94
-#: .\transaction\templates\transaction\invoice_table.html:11
-#: .\transaction\templates\transaction\invoice_table.html:22
+#: .\transaction\models.py:75
 msgid "File"
 msgstr "Fichier"
 
-#: .\transaction\models.py:123
-#: .\transaction\templates\transaction\transaction_form.html:20
+#: .\transaction\models.py:104
+#: .\transaction\templates\transaction\transaction_detail.html:46
 msgid "Invoices"
 msgstr "Factures"
 
 #: .\transaction\templates\transaction\invoice_form.html:4
-#: .\transaction\templates\transaction\invoice_table.html:37
 msgid "Create invoice"
 msgstr "Créer une facture"
 
 #: .\transaction\templates\transaction\invoice_form.html:7
+#: .\transaction\templates\transaction\invoice_table.html:12
 msgid "New invoice"
 msgstr "Nouvelle facture"
 
-#: .\transaction\templates\transaction\invoice_table.html:12
-#: .\transaction\templates\transaction\invoice_table.html:25
-msgid "Delete"
-msgstr "Supprimer"
+#: .\transaction\templates\transaction\invoice_table.html:7
+msgid "Edit"
+msgstr "Modifier"
 
-#: .\transaction\templates\transaction\invoice_table.html:30
-msgid "No invoice"
-msgstr "Aucune facture"
-
-#: .\transaction\templates\transaction\transaction_archive_month.html:14
+#: .\transaction\templates\transaction\transaction_archive_month.html:13
 #: .\transaction\templates\transaction\transaction_archive_year.html:13
+#: .\transaction\templates\transaction\transaction_form.html:18
 msgid "Back"
 msgstr "Retour"
 
-#: .\transaction\templates\transaction\transaction_archive_month.html:22
+#: .\transaction\templates\transaction\transaction_archive_month.html:20
 #: .\transaction\templates\transaction\transaction_archive_year.html:26
 msgid "Categories"
 msgstr "Catégories"
@@ -122,8 +138,31 @@ msgstr "Catégories"
 msgid "History"
 msgstr "Historique"
 
+#: .\transaction\templates\transaction\transaction_detail.html:39
+msgid "Edit transaction"
+msgstr "Modifier la transaction"
+
+#: .\transaction\templates\transaction\transaction_detail.html:57
+msgid "Add invoice"
+msgstr "Ajouter une facture"
+
+#: .\transaction\templates\transaction\transaction_filters.html:3
+msgid "Filters"
+msgstr "Filtres"
+
+#: .\transaction\templates\transaction\transaction_filters.html:12
+msgid "Filter"
+msgstr "Filtrer"
+
+#: .\transaction\templates\transaction\transaction_filters.html:13
+msgid "Reset"
+msgstr "Réinitialiser"
+
+#: .\transaction\templates\transaction\transaction_filters.html:15
+msgid "Clear"
+msgstr "Effacer"
+
 #: .\transaction\templates\transaction\transaction_form.html:5
-#: .\transaction\templates\transaction\transaction_table.html:25
 msgid "Create transaction"
 msgstr "Créer une transaction"
 
@@ -131,18 +170,33 @@ msgstr "Créer une transaction"
 msgid "New transaction"
 msgstr "Nouvelle transaction"
 
-#: .\transaction\templates\transaction\transaction_table.html:33
+#: .\transaction\templates\transaction\transaction_list.html:15
+msgid "Add transaction"
+msgstr "Ajouter une transaction"
+
+#: .\transaction\templates\transaction\transaction_table.html:20
 msgid "Expenses"
 msgstr "Dépenses"
 
-#: .\transaction\templates\transaction\transaction_table.html:34
+#: .\transaction\templates\transaction\transaction_table.html:21
 msgid "Income"
 msgstr "Recettes"
 
-#: .\transaction\templates\transaction\transaction_table.html:87
+#: .\transaction\templates\transaction\transaction_table.html:27
+msgid "Account"
+msgstr "Compte"
+
+#: .\transaction\templates\transaction\transaction_table.html:74
 msgid "No transaction"
 msgstr "Aucune transaction"
 
-#: .\transaction\templates\transaction\transaction_table.html:95
+#: .\transaction\templates\transaction\transaction_table.html:82
 msgid "View all transactions"
 msgstr "Voir toutes les transactions"
+
+#: .\transaction\views.py:101
+msgid "Error processing file"
+msgstr "Erreur lors du traitement du fichier"
+
+#~ msgid "Delete"
+#~ msgstr "Supprimer"

nummi/transaction/migrations/0005_invoice_metadata_invoice_tags.py

@@ -0,0 +1,22 @@
+# Generated by Django 4.2.7 on 2025-01-05 14:51
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("transaction", "0004_remove_transaction_account"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="invoice",
+            name="metadata",
+            field=models.TextField(blank=True),
+        ),
+        migrations.AddField(
+            model_name="invoice",
+            name="tags",
+            field=models.TextField(blank=True),
+        ),
+    ]

nummi/transaction/models.py

@@ -7,12 +7,22 @@ from django.core.validators import FileExtensionValidator
 from django.db import models
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
-from main.models import UserModel
+from main.models import NummiModel, NummiQuerySet
+from main.utils import pdf_outline_to_str
 from media.utils import get_path
+from pypdf import PdfReader
 from statement.models import Statement
 
 
-class Transaction(UserModel):
+class TransactionQuerySet(NummiQuerySet):
+    fields = {
+        "description": "B",
+        "trader": "B",
+        "category__name": "C",
+    }
+
+
+class Transaction(NummiModel):
     id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
     name = models.CharField(
         max_length=256, default=_("Transaction"), verbose_name=_("Name")
@@ -44,6 +54,8 @@ class Transaction(UserModel):
         verbose_name=_("Statement"),
     )
 
+    objects = TransactionQuerySet.as_manager()
+
     def __str__(self):
         return f"{self.name}"
 
@@ -64,7 +76,14 @@ class Transaction(UserModel):
         verbose_name_plural = _("Transactions")
 
 
-class Invoice(UserModel):
+class InvoiceQuerySet(NummiQuerySet):
+    fields = {
+        "metadata": "B",
+        "tags": "C",
+    }
+
+
+class Invoice(NummiModel):
     id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
     name = models.CharField(
         max_length=256, default=_("Invoice"), verbose_name=_("Name")
@@ -78,12 +97,39 @@ class Invoice(UserModel):
     transaction = models.ForeignKey(
         Transaction, on_delete=models.CASCADE, editable=False
     )
+    metadata = models.TextField(blank=True)
+    tags = models.TextField(blank=True)
+
+    objects = InvoiceQuerySet.as_manager()
 
     def save(self, *args, **kwargs):
         if Invoice.objects.filter(id=self.id).exists():
             _prever = Invoice.objects.get(id=self.id)
             if _prever.file and _prever.file != self.file:
                 Path(_prever.file.path).unlink(missing_ok=True)
+
+        if self.file:
+            reader = PdfReader(self.file)
+
+            if reader.metadata:
+                self.metadata = " ".join(
+                    (
+                        m.replace("\x00", "").strip()
+                        for m in (
+                            reader.metadata.title,
+                            reader.metadata.author,
+                            reader.metadata.subject,
+                        )
+                        if m
+                    )
+                )
+
+            _tags = pdf_outline_to_str(reader.outline)
+            _tags += " ".join(
+                (page.extract_text().replace("\x00", "") for page in reader.pages)
+            )
+            self.tags = " ".join((tag for tag in _tags.split() if len(tag) >= 3))
+
         super().save(*args, **kwargs)
 
     def __str__(self):

nummi/transaction/templates/transaction/invoice_table.html

@@ -3,14 +3,23 @@
   <ul class="invoices">
     {% for invoice in invoices %}
       <li>
+        {% if not transaction %}
+          <a class="transaction" href="{{ invoice.transaction.get_absolute_url }}">
+            {{ "receipt"|remix }}{{ invoice.transaction.name }}
+          </a>
+        {% endif %}
         <a class="title" href="{{ invoice.file.url }}">{{ "file"|remix }}{{ invoice.name }} [{{ invoice.file|extension }}]</a>
-        <a href="{{ invoice.get_absolute_url }}">{{ "file-edit"|remix }}{% translate "Edit" %}</a>
+        {% if transaction %}
+          <a href="{{ invoice.get_absolute_url }}">{{ "file-edit"|remix }}{% translate "Edit" %}</a>
+        {% endif %}
       </li>
     {% endfor %}
-    <li class="new">
-      <span>
-        <a href="{% url "new_invoice" transaction.pk %}">{{ "file-add"|remix }}{% translate "New invoice" %}</a>
-      </span>
-    </li>
+    {% if transaction %}
+      <li class="new">
+        <span>
+          <a href="{% url "new_invoice" transaction.pk %}">{{ "file-add"|remix }}{% translate "New invoice" %}</a>
+        </span>
+      </li>
+    {% endif %}
   </ul>
 </div>

nummi/transaction/templates/transaction/transaction_archive_month.html

@@ -1,28 +0,0 @@
-{% extends "transaction/transaction_list.html" %}
-{% load i18n main_extras transaction_extras static category %}
-{% block link %}
-  {{ block.super }}
-  {% css "main/css/plot.css" %}
-{% endblock %}
-{% block name %}{{ month|date:"F Y"|capfirst }}{% endblock %}
-{% block h2 %}{{ month|date:"F Y"|capfirst }}{% endblock %}
-{% block backlinks %}
-  {{ block.super }}
-  {% if account or category %}
-    <p class="back">
-      <a href="{% url "transaction_month" month.year month.month %}">{% translate "Back" %}{{ "arrow-go-back"|remix }}</a>
-    </p>
-  {% endif %}
-{% endblock %}
-{% block table %}
-  {% if not category %}
-    <section>
-      <h3>{% translate "Categories" %}</h3>
-      {% category_plot transactions month=month %}
-    </section>
-  {% endif %}
-  <section>
-    <h3>{% translate "Transactions" %}</h3>
-    {{ block.super }}
-  </section>
-{% endblock %}

nummi/transaction/templates/transaction/transaction_archive_year.html

@@ -1,34 +0,0 @@
-{% extends "transaction/transaction_list.html" %}
-{% load i18n main_extras static category %}
-{% block link %}
-  {{ block.super }}
-  {% css "main/css/plot.css" %}
-{% endblock %}
-{% block name %}{{ year|date:"Y" }}{% endblock %}
-{% block h2 %}{{ year|date:"Y" }}{% endblock %}
-{% block backlinks %}
-  {{ block.super }}
-  {% if account or category %}
-    <p class="back">
-      <a href="{% url "transaction_year" year.year %}">{% translate "Back" %}{{ "arrow-go-back"|remix }}</a>
-    </p>
-  {% endif %}
-{% endblock %}
-{% block table %}
-  {% if history %}
-    <section>
-      <h3>{% translate "History" %}</h3>
-      {% include "history/plot.html" %}
-    </section>
-  {% endif %}
-  {% if not category %}
-    <section>
-      <h3>{% translate "Categories" %}</h3>
-      {% category_plot transactions year=year %}
-    </section>
-  {% endif %}
-  <section>
-    <h3>{% translate "Transactions" %}</h3>
-    {{ block.super }}
-  </section>
-{% endblock %}

nummi/transaction/templates/transaction/transaction_detail.html

@@ -16,17 +16,17 @@
   <h2>{{ transaction }}</h2>
   <section class="transaction-details">
     <ul>
-      {% if statement %}
+      {% if transaction.statement %}
         <li>
-          {% with statement.account as account %}
+          {% with transaction.statement.account as account %}
             <a href="{{ account.get_absolute_url }}">{{ account.icon|remix }}{{ account }}</a> –
           {% endwith %}
-          <a href="{{ statement.get_absolute_url }}">{{ statement }}</a>
+          <a href="{{ transaction.statement.get_absolute_url }}">{{ transaction.statement }}</a>
         </li>
       {% endif %}
-      {% if category %}
+      {% if transaction.category %}
         <li>
-          <a href="{{ category.get_absolute_url }}">{{ category.icon|remix }}{{ category }}</a>
+          <a href="{{ transaction.category.get_absolute_url }}">{{ transaction.category.icon|remix }}{{ transaction.category }}</a>
         </li>
       {% endif %}
       {% if transaction.trader %}

nummi/transaction/templates/transaction/transaction_filters.html

@@ -0,0 +1,21 @@
+{% load i18n %}
+{% if form %}
+  <details {% if filters %}open{% endif %}>
+    <summary>{% translate "Filters" %}</summary>
+    <form class="filter" method="get">
+      {% for field in form %}
+        <div class="field">
+          <label>{{ field.label }}</label>
+          {{ field }}
+        </div>
+      {% endfor %}
+      <div class="buttons">
+        <input type="submit" value="{% translate "Filter" %}">
+        <input type="reset" value="{% translate "Reset" %}">
+        {% if filters %}
+          <a href="?" class="del">{% translate "Clear" %}</a>
+        {% endif %}
+      </div>
+    </form>
+  </details>
+{% endif %}

nummi/transaction/templates/transaction/transaction_list.html

@@ -3,6 +3,10 @@
 {% block name %}
   {% translate "Transactions" %}
 {% endblock name %}
+{% block link %}
+  {{ block.super }}
+  {% css "main/css/form.css" %}
+{% endblock link %}
 {% block h2 %}
   {% translate "Transactions" %}
 {% endblock h2 %}
@@ -10,5 +14,6 @@
   <p>
     <a class="big-link" href="{% url "new_transaction" %}">{{ "add-circle"|remix }}{% translate "Add transaction" %}</a>
   </p>
+  {% transaction_filters form=filter_form %}
   {% transaction_table transactions %}
 {% endblock table %}

nummi/transaction/templatetags/transaction_extras.py

@@ -17,10 +17,8 @@ def transaction_table(context, transactions, n_max=None, **kwargs):
             del kwargs["transactions_url"]
         transactions = transactions[:n_max]
 
-    if "account" in context or "statement" in context:
-        kwargs.setdefault("hide_account", True)
-    if "category" in context:
-        kwargs.setdefault("hide_category", True)
+    kwargs.setdefault("hide_account", "account" in context or "statement" in context)
+    kwargs.setdefault("hide_category", "category" in context)
 
     ncol = 8
     if kwargs.get("hide_account"):
@@ -31,11 +29,19 @@ def transaction_table(context, transactions, n_max=None, **kwargs):
     return kwargs | {"transactions": transactions, "ncol": ncol}
 
 
+@register.inclusion_tag("transaction/transaction_filters.html", takes_context=True)
+def transaction_filters(context, **kwargs):
+    kwargs.setdefault("filters", context.get("filters"))
+    return kwargs
+
+
 @register.inclusion_tag("transaction/invoice_table.html")
-def invoice_table(transaction, **kwargs):
+def invoice_table(transaction=None, **kwargs):
+    if transaction:
+        kwargs.setdefault("invoices", transaction.invoice_set.all())
+
     return kwargs | {
         "transaction": transaction,
-        "invoices": transaction.invoice_set.all(),
     }
 
 

nummi/transaction/urls.py

@@ -4,16 +4,6 @@ from . import views
 
 urlpatterns = [
     path("list", views.TransactionListView.as_view(), name="transactions"),
-    path(
-        "history/<int:year>",
-        views.TransactionYearView.as_view(),
-        name="transaction_year",
-    ),
-    path(
-        "history/<int:year>/<int:month>",
-        views.TransactionMonthView.as_view(),
-        name="transaction_month",
-    ),
     path("new", views.TransactionCreateView.as_view(), name="new_transaction"),
     path("<transaction>", views.TransactionDetailView.as_view(), name="transaction"),
     path(

nummi/transaction/views.py

@@ -1,24 +1,24 @@
-from account.models import Account
-from category.models import Category
 from django.contrib import messages
 from django.forms import ValidationError
 from django.shortcuts import get_object_or_404
 from django.urls import reverse_lazy
 from django.utils.html import format_html
 from django.utils.translation import gettext as _
-from django.views.generic.dates import MonthArchiveView, YearArchiveView
 from django.views.generic.edit import FormView
-from history.utils import history
 from main.views import (
     NummiCreateView,
     NummiDeleteView,
     NummiDetailView,
     NummiListView,
     NummiUpdateView,
-    UserMixin,
 )
 
-from .forms import InvoiceForm, MultipleInvoicesForm, TransactionForm
+from .forms import (
+    InvoiceForm,
+    MultipleInvoicesForm,
+    TransactionFiltersForm,
+    TransactionForm,
+)
 from .models import Invoice, Transaction
 
 
@@ -32,9 +32,12 @@ class TransactionCreateView(NummiCreateView):
             initial["statement"] = get_object_or_404(
                 self.request.user.statement_set, pk=self.kwargs["statement"]
             )
-            initial["date"] = (
-                initial["statement"].transaction_set.order_by("-date").first().date
-            )
+            if (
+                last_transaction := initial["statement"]
+                .transaction_set.order_by("-date")
+                .first()
+            ):
+                initial["date"] = last_transaction.date
 
         return initial
 
@@ -70,7 +73,6 @@ class MultipleInvoiceCreateView(FormView):
             self.request.user.transaction_set, pk=self.kwargs["transaction"]
         )
 
-        invoices = []
         for file in form.cleaned_data["invoices"]:
             invoice = Invoice(
                 transaction=transaction,
@@ -80,6 +82,7 @@ class MultipleInvoiceCreateView(FormView):
             )
             try:
                 invoice.full_clean()
+                invoice.save()
             except ValidationError as err:
                 for msg in err.messages:
                     messages.error(
@@ -91,10 +94,7 @@ class MultipleInvoiceCreateView(FormView):
                             err=msg,
                         ),
                     )
-            else:
-                invoices.append(invoice)
 
-        Invoice.objects.bulk_create(invoices)
         return super().form_valid(form)
 
     def get_success_url(self):
@@ -165,54 +165,36 @@ class InvoiceDeleteView(NummiDeleteView):
 class TransactionListView(NummiListView):
     model = Transaction
     context_object_name = "transactions"
-    paginate_by = 50
+    paginate_by = 32
 
+    def get_queryset(self, **kwargs):
+        queryset = super().get_queryset(**kwargs)
 
-class TransactionACMixin:
-    model = Transaction
+        if date := self.request.GET.get("start_date"):
+            queryset = queryset.filter(date__gte=date)
+        if date := self.request.GET.get("end_date"):
+            queryset = queryset.filter(date__lte=date)
+        if category := self.request.GET.get("category"):
+            queryset = queryset.filter(category=category)
+        if account := self.request.GET.get("account"):
+            queryset = queryset.filter(statement__account=account)
+            if statement := self.request.GET.get("statement"):
+                queryset = queryset.filter(statement=statement)
+        if search := self.request.GET.get("search"):
+            queryset = queryset.search(search)
+        if sort_by := self.request.GET.get("sort_by"):
+            queryset = queryset.order_by(sort_by)
 
-    def get_queryset(self):
-        if "account" in self.kwargs:
-            self.account = get_object_or_404(
-                Account.objects.filter(user=self.request.user),
-                pk=self.kwargs["account"],
-            )
-            return super().get_queryset().filter(statement__account=self.account)
-        if "category" in self.kwargs:
-            self.category = get_object_or_404(
-                Category.objects.filter(user=self.request.user),
-                pk=self.kwargs["category"],
-            )
-            return super().get_queryset().filter(category=self.category)
-
-        return super().get_queryset()
+        return queryset
 
     def get_context_data(self, **kwargs):
-        context_data = super().get_context_data(**kwargs)
-        if "category" in self.kwargs:
-            return context_data | {"category": self.category}
-        if "account" in self.kwargs:
-            return context_data | {"account": self.account}
-        return context_data
+        data = super().get_context_data(**kwargs)
 
-
-class TransactionMonthView(UserMixin, TransactionACMixin, MonthArchiveView):
-    model = Transaction
-    date_field = "date"
-    context_object_name = "transactions"
-    month_format = "%m"
-
-
-class TransactionYearView(UserMixin, TransactionACMixin, YearArchiveView):
-    model = Transaction
-    date_field = "date"
-    context_object_name = "transactions"
-    make_object_list = True
-
-    def get_context_data(self, **kwargs):
-        context_data = super().get_context_data(**kwargs)
-        h_data = context_data.get("transactions")
-        if not (context_data.get("account") or context_data.get("category")):
-            h_data = h_data.exclude(category__budget=False)
-
-        return context_data | {"history": history(h_data)}
+        filters = self.request.GET.copy()
+        filters.pop("page", None)
+        if filters:
+            data["filters"] = True
+        data["filter_form"] = TransactionFiltersForm(
+            initial=filters, user=self.request.user
+        )
+        return data

pkgbuild/PKGBUILD

@@ -10,6 +10,8 @@ depends=(
 	"python-django"
 	"python-toml"
 	"python-psycopg"
+	"python-dateutil"
+	"python-pypdf"
 )
 makedepends=("git")
 optdepends=("postgresql: database")

pyproject.toml

@@ -1,3 +1,16 @@
+[project]
+name = "nummi"
+version = "0.1.0"
+description = "Add your description here"
+readme = "README.md"
+requires-python = ">=3.12"
+dependencies = [
+    "django>=5.2",
+    "gunicorn>=23.0.0",
+    "psycopg[binary]>=3.2.6",
+    "pypdf>=5.4.0",
+    "python-dateutil>=2.9.0.post0",
+]
 [tool.djlint]
 indent=2
 max_blank_lines=1

uv.lock

@@ -0,0 +1,172 @@
+version = 1
+revision = 2
+requires-python = ">=3.12"
+
+[[package]]
+name = "asgiref"
+version = "3.8.1"
+source = { registry = "https://pypi.org/simple" }
+sdist = { url = "https://files.pythonhosted.org/packages/29/38/b3395cc9ad1b56d2ddac9970bc8f4141312dbaec28bc7c218b0dfafd0f42/asgiref-3.8.1.tar.gz", hash = "sha256:c343bd80a0bec947a9860adb4c432ffa7db769836c64238fc34bdc3fec84d590", size = 35186, upload_time = "2024-03-22T14:39:36.863Z" }
+wheels = [
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+]
+
+[[package]]
+name = "django"
+version = "5.2"
+source = { registry = "https://pypi.org/simple" }
+dependencies = [
+    { name = "asgiref" },
+    { name = "sqlparse" },
+    { name = "tzdata", marker = "sys_platform == 'win32'" },
+]
+sdist = { url = "https://files.pythonhosted.org/packages/4c/1b/c6da718c65228eb3a7ff7ba6a32d8e80fa840ca9057490504e099e4dd1ef/Django-5.2.tar.gz", hash = "sha256:1a47f7a7a3d43ce64570d350e008d2949abe8c7e21737b351b6a1611277c6d89", size = 10824891, upload_time = "2025-04-02T13:08:06.874Z" }
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+]
+
+[[package]]
+name = "gunicorn"
+version = "23.0.0"
+source = { registry = "https://pypi.org/simple" }
+dependencies = [
+    { name = "packaging" },
+]
+sdist = { url = "https://files.pythonhosted.org/packages/34/72/9614c465dc206155d93eff0ca20d42e1e35afc533971379482de953521a4/gunicorn-23.0.0.tar.gz", hash = "sha256:f014447a0101dc57e294f6c18ca6b40227a4c90e9bdb586042628030cba004ec", size = 375031, upload_time = "2024-08-10T20:25:27.378Z" }
+wheels = [
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+]
+
+[[package]]
+name = "nummi"
+version = "0.1.0"
+source = { virtual = "." }
+dependencies = [
+    { name = "django" },
+    { name = "gunicorn" },
+    { name = "psycopg", extra = ["binary"] },
+    { name = "pypdf" },
+    { name = "python-dateutil" },
+]
+
+[package.metadata]
+requires-dist = [
+    { name = "django", specifier = ">=5.2" },
+    { name = "gunicorn", specifier = ">=23.0.0" },
+    { name = "psycopg", extras = ["binary"], specifier = ">=3.2.6" },
+    { name = "pypdf", specifier = ">=5.4.0" },
+    { name = "python-dateutil", specifier = ">=2.9.0.post0" },
+]
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+]
+
+[[package]]
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+version = "3.2.6"
+source = { registry = "https://pypi.org/simple" }
+dependencies = [
+    { name = "typing-extensions", marker = "python_full_version < '3.13'" },
+    { name = "tzdata", marker = "sys_platform == 'win32'" },
+]
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