plasalid 0.6.9 → 0.7.0

package/dist/cli/commands/status.js

@@ -1,21 +1,88 @@
 import chalk from "chalk";
 import { getDb } from "../../db/connection.js";
-import { getNetWorth, getPeriodTotals, } from "../../db/queries/account-balance.js";
+import { getNetWorth } from "../../db/queries/account-balance.js";
+import { countTransactions } from "../../db/queries/transactions.js";
+import { getRecurringSummary } from "../../db/queries/recurrences.js";
+import { countScannedFiles } from "../../db/queries/files.js";
+import { countOpenUnknowns } from "../../db/queries/unknowns.js";
+import { countMemories } from "../../ai/memory.js";
 import { formatAmount } from "../../currency.js";
+import { visibleLength } from "../format.js";
+const LABEL_WIDTH = 18;
 export function showStatus() {
     const db = getDb();
-    const nw = getNetWorth(db);
-    console.log(chalk.bold("Net worth: ") + formatAmount(nw.net_worth));
-    console.log(chalk.dim(`Assets ${formatAmount(nw.assets)} − Liabilities ${formatAmount(nw.liabilities)}`));
-    const now = new Date();
-    const monthStart = new Date(now.getFullYear(), now.getMonth(), 1)
-        .toISOString()
-        .slice(0, 10);
-    const today = now.toISOString().slice(0, 10);
-    const totals = getPeriodTotals(db, monthStart, today);
+    printSection("Financial", financialRows(db));
     console.log("");
-    console.log(chalk.bold(`This month (${monthStart} → ${today})`));
-    console.log(`  Income: ${formatAmount(totals.income)}`);
-    console.log(`  Expenses: ${formatAmount(totals.expenses)}`);
-    console.log(`  Net: ${formatAmount(totals.income - totals.expenses)}`);
+    printSection("System", systemRows(db));
+}
+function financialRows(db) {
+    const nw = getNetWorth(db);
+    const rows = [
+        { label: "Net worth", value: formatAmount(nw.net_worth) },
+        { label: "Assets", value: chalk.dim(formatAmount(nw.assets)) },
+        { label: "Liabilities", value: chalk.dim(formatAmount(nw.liabilities)) },
+    ];
+    const recurring = getRecurringSummary(db);
+    if (recurring.count > 0) {
+        const monthly = recurring.monthly_estimate > 0
+            ? ` · ${formatAmount(recurring.monthly_estimate)} / month (est.)`
+            : "";
+        rows.push({
+            label: "Recurring",
+            value: `${recurring.count} active${chalk.dim(monthly)}`,
+        });
+    }
+    return rows;
+}
+function systemRows(db) {
+    const tx = countTransactions(db);
+    const files = countScannedFiles(db);
+    const memories = countMemories(db);
+    const unknowns = countOpenUnknowns(db);
+    const rows = [
+        {
+            label: "Transactions",
+            value: formatInteger(tx.transactions),
+            suffix: tx.postings > 0
+                ? chalk.dim(`(${formatInteger(tx.postings)} postings)`)
+                : undefined,
+        },
+    ];
+    if (files.scanned + files.pending + files.failed > 0) {
+        const extras = [];
+        if (files.pending > 0)
+            extras.push(`${files.pending} pending`);
+        if (files.failed > 0)
+            extras.push(chalk.red(`${files.failed} failed`));
+        rows.push({
+            label: "Scanned",
+            value: formatInteger(files.scanned),
+            suffix: extras.length > 0 ? chalk.dim(`(${extras.join(", ")})`) : undefined,
+        });
+    }
+    if (memories > 0) {
+        rows.push({ label: "Memories", value: formatInteger(memories) });
+    }
+    if (unknowns > 0) {
+        rows.push({
+            label: "Unknowns",
+            value: chalk.yellow(formatInteger(unknowns)),
+            suffix: chalk.dim("run `plasalid resolve`"),
+        });
+    }
+    return rows;
+}
+function printSection(title, rows) {
+    console.log(chalk.bold(title));
+    console.log(chalk.dim("─".repeat(title.length)));
+    const valueWidth = Math.max(0, ...rows.map((r) => visibleLength(r.value)));
+    for (const row of rows) {
+        const label = row.label.padEnd(LABEL_WIDTH);
+        const valuePad = " ".repeat(Math.max(0, valueWidth - visibleLength(row.value)));
+        const suffix = row.suffix ? `  ${row.suffix}` : "";
+        console.log(`  ${label}${valuePad}${row.value}${suffix}`);
+    }
+}
+function formatInteger(n) {
+    return n.toLocaleString("en-US");
 }

package/dist/cli/commands/transactions.d.ts

@@ -4,5 +4,7 @@ export interface ShowTransactionsOptions {
     to?: string;
     query?: string;
     limit?: number;
+    /** Force the plain-print path even when stdout is a TTY. */
+    noInteractive?: boolean;
 }
-export declare function showTransactions(opts: ShowTransactionsOptions): void;
+export declare function showTransactions(opts: ShowTransactionsOptions): Promise<void>;

package/dist/cli/commands/transactions.js

@@ -1,51 +1,53 @@
 import chalk from "chalk";
 import { getDb } from "../../db/connection.js";
-import { listPostings } from "../../db/queries/transactions.js";
+import { groupByTransaction, listPostings, } from "../../db/queries/transactions.js";
 import { visibleLength } from "../format.js";
 import { formatAmount } from "../../currency.js";
-function truncateMiddle(s, max) {
-    if (s.length <= max)
-        return s;
-    if (max < 5)
-        return s.slice(0, max);
-    const keep = max - 1;
-    const head = Math.ceil(keep / 2);
-    const tail = Math.floor(keep / 2);
-    return `${s.slice(0, head)}…${s.slice(s.length - tail)}`;
-}
+import { truncateMiddle } from "../helper.js";
 const ACCOUNT_CAP = 32;
 const MEMO_CAP = 40;
-function groupByTransaction(postings) {
-    const groups = [];
-    let current = null;
-    for (const p of postings) {
-        if (!current || current.transaction_id !== p.transaction_id) {
-            current = {
-                transaction_id: p.transaction_id,
-                date: p.transaction_date ?? "",
-                description: p.transaction_description ?? "",
-                merchant: p.merchant_name ?? null,
-                postings: [],
-            };
-            groups.push(current);
-        }
-        current.postings.push(p);
-    }
-    return groups;
-}
-export function showTransactions(opts) {
+const INTERACTIVE_LIMIT = 1000;
+const RECURRING_MARKER = "[R]";
+export async function showTransactions(opts) {
     const db = getDb();
+    const interactive = !opts.noInteractive && Boolean(process.stdout.isTTY) && Boolean(process.stdin.isTTY);
+    const requestedLimit = opts.limit ?? (interactive ? INTERACTIVE_LIMIT : 100);
     const postings = listPostings(db, {
         account_id: opts.account,
         from: opts.from,
         to: opts.to,
         q: opts.query,
-        limit: opts.limit ?? 100,
+        limit: requestedLimit,
     });
     if (postings.length === 0) {
         console.log(chalk.yellow("No postings match those filters."));
         return;
     }
+    if (interactive) {
+        const filterSummary = buildFilterSummary(opts);
+        const [{ runBrowser }, { TransactionsBrowser }, { createElement }] = await Promise.all([
+            import("../ink/runBrowser.js"),
+            import("../ink/TransactionsBrowser.js"),
+            import("react"),
+        ]);
+        await runBrowser(createElement(TransactionsBrowser, { postings, filterSummary }));
+        return;
+    }
+    printTransactionsPlain(postings);
+}
+function buildFilterSummary(opts) {
+    const parts = [];
+    if (opts.account)
+        parts.push(`account=${opts.account}`);
+    if (opts.from)
+        parts.push(`from=${opts.from}`);
+    if (opts.to)
+        parts.push(`to=${opts.to}`);
+    if (opts.query)
+        parts.push(`query="${opts.query}"`);
+    return parts.join(" · ");
+}
+function printTransactionsPlain(postings) {
     const truncatedAccount = new Map();
     const truncatedMemo = new Map();
     for (const p of postings) {
@@ -58,7 +60,7 @@ export function showTransactions(opts) {
     const amountWidth = Math.max(...postings.map((p) => {
         const side = p.debit > 0 ? "DR" : "CR";
         const amt = p.debit > 0 ? p.debit : p.credit;
-        return `${side} ${formatAmount(amt)}`.length;
+        return `${side} ${formatAmount(amt, p.currency)}`.length;
     }));
     const cols = process.stdout.columns || 100;
     const descMax = Math.max(20, cols - 14);
@@ -66,13 +68,14 @@ export function showTransactions(opts) {
     for (const g of groups) {
         const desc = truncateMiddle(g.description, descMax);
         const merchant = g.merchant ? chalk.green(`  · ${g.merchant}`) : "";
-        console.log(`${chalk.dim(g.date)}  ${chalk.bold(desc)}${merchant}`);
+        const recurring = g.recurrence_id ? chalk.dim(`  ${RECURRING_MARKER}`) : "";
+        console.log(`${chalk.dim(g.date)}  ${chalk.bold(desc)}${merchant}${recurring}`);
         for (const p of g.postings) {
             const acct = truncatedAccount.get(p.id);
             const acctPadded = acct + " ".repeat(accountWidth - acct.length);
             const side = p.debit > 0 ? "DR" : "CR";
             const amt = p.debit > 0 ? p.debit : p.credit;
-            const rawAmount = `${side} ${formatAmount(amt)}`;
+            const rawAmount = `${side} ${formatAmount(amt, p.currency)}`;
             const colored = p.debit > 0 ? chalk.cyan(rawAmount) : chalk.magenta(rawAmount);
             const amountPadded = " ".repeat(amountWidth - visibleLength(colored)) + colored;
             const memo = truncatedMemo.get(p.id);

package/dist/cli/format.d.ts

@@ -1,4 +1,3 @@
-export declare const ANSI_RE: RegExp;
 export declare function visibleLength(s: string): number;
 export declare function formatDuration(ms: number): string;
 export declare function formatError(error: any, context?: string): string;

package/dist/cli/format.js

@@ -1,6 +1,6 @@
 import chalk from "chalk";
 // eslint-disable-next-line no-control-regex
-export const ANSI_RE = /\x1b\[[0-9;]*m/g;
+const ANSI_RE = /\x1b\[[0-9;]*m/g;
 export function visibleLength(s) {
     return s.replace(ANSI_RE, "").length;
 }

package/dist/cli/helper.d.ts

@@ -0,0 +1,11 @@
+/**
+ * Trim `s` to `max` characters, keeping the head and tail and inserting `…`
+ * in the middle. Returns `s` unchanged when already short enough.
+ */
+export declare function truncateMiddle(s: string, max: number): string;
+/**
+ * Right-pad to a fixed visible width. Assumes `s` has no ANSI codes — callers
+ * working with colored strings should compose color around the padded value,
+ * not inside it.
+ */
+export declare function padRight(s: string, width: number): string;

package/dist/cli/helper.js

@@ -0,0 +1,24 @@
+/**
+ * Trim `s` to `max` characters, keeping the head and tail and inserting `…`
+ * in the middle. Returns `s` unchanged when already short enough.
+ */
+export function truncateMiddle(s, max) {
+    if (max <= 0)
+        return "";
+    if (s.length <= max)
+        return s;
+    if (max < 5)
+        return s.slice(0, max);
+    const keep = max - 1;
+    const head = Math.ceil(keep / 2);
+    const tail = Math.floor(keep / 2);
+    return `${s.slice(0, head)}…${s.slice(s.length - tail)}`;
+}
+/**
+ * Right-pad to a fixed visible width. Assumes `s` has no ANSI codes — callers
+ * working with colored strings should compose color around the padded value,
+ * not inside it.
+ */
+export function padRight(s, width) {
+    return s.length >= width ? s : s + " ".repeat(width - s.length);
+}

package/dist/cli/index.js

@@ -46,11 +46,12 @@ program
 });
 program
     .command("accounts")
-    .description("Show the chart of accounts with balances")
-    .action(async () => {
+    .description("Browse the chart of accounts with balances (interactive TTY) or print them (piped)")
+    .option("--no-interactive", "Force plain-print output instead of the Ink browser")
+    .action(async (opts) => {
     ensureConfigured();
     const { showAccounts } = await import("./commands/accounts.js");
-    showAccounts();
+    await showAccounts({ noInteractive: opts.interactive === false });
 });
 program
     .command("status")
@@ -62,21 +63,24 @@ program
 });
 program
     .command("transactions")
-    .description("List transactions and their postings")
+    .description("Browse transactions (interactive TTY) or print them (piped)")
     .option("-a, --account <id>", "Filter by account id")
     .option("--from <date>", "From date YYYY-MM-DD")
     .option("--to <date>", "To date YYYY-MM-DD")
     .option("-q, --query <text>", "Free-text search on description / memo")
-    .option("-n, --limit <number>", "Max results", "100")
+    .option("-n, --limit <number>", "Max results (default 1000 interactive, 100 piped)")
+    .option("--no-interactive", "Force plain-print output instead of the Ink browser")
     .action(async (opts) => {
     ensureConfigured();
     const { showTransactions } = await import("./commands/transactions.js");
-    showTransactions({
+    await showTransactions({
         account: opts.account,
         from: opts.from,
         to: opts.to,
         query: opts.query,
-        limit: Number(opts.limit),
+        limit: opts.limit != null ? Number(opts.limit) : undefined,
+        // commander inverts --no-foo to `opts.foo = false`
+        noInteractive: opts.interactive === false,
     });
 });
 program
@@ -165,11 +169,11 @@ program.configureHelp({
             name: "data",
             desc: "Open the data folder in your OS file explorer (alias: open)",
         },
-        { name: "accounts", desc: "Show the chart of accounts with balances" },
-        { name: "status", desc: "Show net worth and this-month totals" },
+        { name: "accounts", desc: "Browse the chart of accounts (interactive TTY) or list them (piped)" },
+        { name: "status", desc: "Show financial and system status (net worth, recurring, unknowns)" },
         {
             name: "transactions",
-            desc: "List transactions and their postings (filter by account/date/text)",
+            desc: "Browse transactions (interactive TTY) or list them (piped/--no-interactive)",
         },
         {
             name: "record",

package/dist/cli/ink/AccountsBrowser.d.ts

@@ -0,0 +1,7 @@
+import type { AccountBalance } from "../../db/queries/account-balance.js";
+import type { PostingRow } from "../../db/queries/transactions.js";
+export interface AccountsBrowserProps {
+    accounts: AccountBalance[];
+    recentTransactionsByAccount: Map<string, PostingRow[]>;
+}
+export declare function AccountsBrowser({ accounts, recentTransactionsByAccount }: AccountsBrowserProps): import("react/jsx-runtime").JSX.Element;

package/dist/cli/ink/AccountsBrowser.js

@@ -0,0 +1,149 @@
+import { jsx as _jsx } from "react/jsx-runtime";
+import { memo, useMemo } from "react";
+import { Box, Text } from "ink";
+import chalk from "chalk";
+import { formatAmount, formatSignedAmount } from "../../currency.js";
+import { padRight, truncateMiddle } from "../helper.js";
+import { ListBrowser } from "./ListBrowser.js";
+const TYPE_TAG = {
+    asset: "asset",
+    liability: "liab",
+    income: "income",
+    expense: "expense",
+    equity: "equity",
+};
+const TYPE_TAG_WIDTH = 8;
+const TYPE_RANK = {
+    asset: 0,
+    liability: 1,
+    income: 2,
+    expense: 3,
+    equity: 4,
+};
+const MIN_NAME_WIDTH = 12;
+export function AccountsBrowser({ accounts, recentTransactionsByAccount }) {
+    const sorted = useMemo(() => {
+        return [...accounts].sort((a, b) => {
+            const t = TYPE_RANK[a.type] - TYPE_RANK[b.type];
+            if (t !== 0)
+                return t;
+            return a.id.localeCompare(b.id);
+        });
+    }, [accounts]);
+    const precomputed = useMemo(() => {
+        const byId = new Map(sorted.map(a => [a.id, a]));
+        const depthCache = new Map();
+        const depthOf = (id) => {
+            const cached = depthCache.get(id);
+            if (cached !== undefined)
+                return cached;
+            const node = byId.get(id);
+            if (!node || !node.parent_id) {
+                depthCache.set(id, 0);
+                return 0;
+            }
+            const d = depthOf(node.parent_id) + 1;
+            depthCache.set(id, d);
+            return d;
+        };
+        return sorted.map(a => ({
+            item: a,
+            indent: "  ".repeat(depthOf(a.id)),
+            displayName: a.name,
+            balanceText: formatSignedAmount(a.balance),
+            meta: compactMeta(a),
+        }));
+    }, [sorted]);
+    const adapter = useMemo(() => ({
+        title: "Accounts",
+        items: precomputed,
+        getId: p => p.item.id,
+        renderRow: (p, ctx) => renderAccountRow(p, ctx.isCursor, ctx.isExpanded, ctx.cols),
+        renderExpanded: p => (_jsx(RecentTransactionsView, { postings: recentTransactionsByAccount.get(p.item.id) ?? [] })),
+        getExpandedHeight: p => {
+            const n = recentTransactionsByAccount.get(p.item.id)?.length ?? 0;
+            return n > 0 ? n : 1; // 1 for the empty-state line
+        },
+        matches: (p, needle) => accountMatches(p.item, needle),
+        emptyMessage: "No accounts yet. Run `plasalid scan` to ingest statements.",
+    }), [precomputed, recentTransactionsByAccount]);
+    return _jsx(ListBrowser, { adapter: adapter });
+}
+function renderAccountRow(p, isCursor, isExpanded, cols) {
+    const a = p.item;
+    const marker = isExpanded ? "▾" : isCursor ? "▸" : " ";
+    const tag = chalk.dim(padRight(TYPE_TAG[a.type], TYPE_TAG_WIDTH));
+    const balanceRaw = p.balanceText;
+    const metaRaw = p.meta.join(" · ");
+    // Layout: "M tag(8)  name  balance[  meta…]"
+    // Just spacing — no column alignment. Balance follows the name directly,
+    // meta (if any) follows the balance. Truncate name to whatever room remains.
+    const fixedWidth = 1 + 1 + TYPE_TAG_WIDTH + 2 + 2 + balanceRaw.length + (metaRaw ? 2 + metaRaw.length : 0);
+    const nameBudget = Math.max(MIN_NAME_WIDTH, cols - fixedWidth - 2);
+    const nameRaw = truncateMiddle(p.indent + p.displayName, nameBudget);
+    const name = isCursor ? chalk.cyan.bold(nameRaw) : chalk.bold(nameRaw);
+    const balance = isCursor
+        ? chalk.cyan(balanceRaw)
+        : a.balance < 0
+            ? chalk.red(balanceRaw)
+            : balanceRaw;
+    const meta = metaRaw ? `  ${chalk.dim(metaRaw)}` : "";
+    return `${marker} ${tag}  ${name}  ${balance}${meta}`;
+}
+function compactMeta(a) {
+    const meta = [];
+    if (a.bank_name)
+        meta.push(a.bank_name);
+    if (a.due_day)
+        meta.push(`due ${a.due_day}`);
+    if (a.statement_day)
+        meta.push(`stmt ${a.statement_day}`);
+    if (a.points_balance)
+        meta.push(`${a.points_balance.toLocaleString()} pts`);
+    if (a.currency && a.currency !== "THB")
+        meta.push(a.currency);
+    if (meta.length === 0 && a.subtype)
+        meta.push(a.subtype);
+    return meta;
+}
+function accountMatches(a, needle) {
+    if (a.name.toLowerCase().includes(needle))
+        return true;
+    if (a.id.toLowerCase().includes(needle))
+        return true;
+    if (a.bank_name && a.bank_name.toLowerCase().includes(needle))
+        return true;
+    if (a.subtype && a.subtype.toLowerCase().includes(needle))
+        return true;
+    return false;
+}
+const DATE_WIDTH = 10;
+const MIN_DESC_WIDTH_DETAIL = 16;
+const RecentTransactionsView = memo(function RecentTransactionsView({ postings, }) {
+    if (postings.length === 0) {
+        return (_jsx(Box, { flexDirection: "column", marginLeft: 6, children: _jsx(Text, { dimColor: true, children: "No recent activity on this account." }) }));
+    }
+    // Pre-compute the amount column width so amounts line up.
+    const amountColumn = postings.map(p => {
+        const side = p.debit > 0 ? "DR" : "CR";
+        const amount = p.debit > 0 ? p.debit : p.credit;
+        return `${side} ${formatAmount(amount, p.currency)}`;
+    });
+    const amountWidth = Math.max(...amountColumn.map(s => s.length));
+    return (_jsx(Box, { flexDirection: "column", marginLeft: 6, children: postings.map((p, i) => {
+            const date = chalk.dim(padRight(p.transaction_date ?? "", DATE_WIDTH));
+            const merchantText = p.merchant_name ? `  · ${p.merchant_name}` : "";
+            const description = p.transaction_description ?? "";
+            const memoText = p.memo ? `    ${chalk.dim(p.memo)}` : "";
+            // Pad amount to its column, then color.
+            const amountRaw = amountColumn[i];
+            const amountPadded = padRight(amountRaw, amountWidth);
+            const color = p.debit > 0 ? chalk.cyan : chalk.magenta;
+            const amount = color(amountPadded);
+            // Truncate description+merchant to whatever room remains.
+            const descBudget = Math.max(MIN_DESC_WIDTH_DETAIL, 80 - merchantText.length);
+            const desc = truncateMiddle(description, descBudget);
+            const merchant = merchantText ? chalk.green(merchantText) : "";
+            return (_jsx(Text, { children: `${date}  ${desc}${merchant}   ${amount}${memoText}` }, p.id));
+        }) }));
+});

package/dist/cli/ink/ListBrowser.d.ts

@@ -0,0 +1,38 @@
+import { type ReactNode } from "react";
+export interface ListBrowserAdapter<T> {
+    title: string;
+    filterSummary?: string;
+    items: T[];
+    getId: (item: T) => string;
+    /** Returns the row as a single ANSI-colored string for the given context. */
+    renderRow: (item: T, ctx: {
+        isCursor: boolean;
+        isExpanded: boolean;
+        cols: number;
+    }) => string;
+    /** Optional expanded body rendered below the row when isExpanded is true. */
+    renderExpanded?: (item: T) => ReactNode;
+    /** Lines the expanded body will occupy. The shell budgets viewport space
+     *  with this so the expanded row + body never push the header off-screen.
+     *  Default 0 — implement when `renderExpanded` is set. */
+    getExpandedHeight?: (item: T) => number;
+    /** In-app search predicate. */
+    matches: (item: T, needle: string) => boolean;
+    /** Optional aggregate footer rendered above the keybindings hint. */
+    summary?: ReactNode;
+    /** Optional override for the "no results" empty state. */
+    emptyMessage?: string;
+}
+/**
+ * Alternate-screen list browser shell. The type-specific behavior lives in the
+ * `adapter` — this component owns terminal dimensions, the edge-scroll window,
+ * cursor / search / expand state, key dispatch, and the header/footer chrome.
+ *
+ * Render strategy: a memoized `Row` short-circuits when its props (a single
+ * pre-composed string + an optional expanded node) are unchanged. Combined
+ * with the edge-scroll window, most cursor moves only invalidate the two
+ * rows whose `isCursor` flag flipped.
+ */
+export declare function ListBrowser<T>({ adapter }: {
+    adapter: ListBrowserAdapter<T>;
+}): import("react/jsx-runtime").JSX.Element;