monopyly 1.4.8__py3-none-any.whl → 1.5.1__py3-none-any.whl

monopyly/static/js/bind-tag-actions.js

@@ -43,7 +43,7 @@ import { executeAjaxRequest } from './modules/ajax.js';
       });
     });
     // Bind remove tag buttons
-    $buttonsDelete.on('click', function () {
+    $buttonsDelete.on('click', function() {
       if (confirmDelete()) {
         const $container = $(this).closest('.tag-container');
         const $tag = $container.find('.tag').first();

monopyly/static/js/create-balance-chart.js

@@ -1,5 +1,5 @@
 /*
- * Prepare a chart using the `chartist.js` library.
+ * Prepare a line graph of balances using the `chartist.js` library.
  *
  * Creates a chart using data (provided in the HTML template) for bank
  * balances over time. Data (x, y) pairs  are passed in as timestamps

monopyly/static/js/create-category-chart.js

@@ -0,0 +1,27 @@
+/*
+ * Prepare a donut chart of category subtotals using the `chartist.js` library.
+ *
+ * Creates a donut chart using data (provided in the HTML template) for
+ * transaction categories based on their subtotals.
+ */
+
+
+function createCategoryChart(data) {
+
+  const options = {
+    donut: true,
+    donutWidth: 40,
+    chartPadding: 40,
+    labelOffset: 50,
+    labelDirection: "explode"
+  };
+  new Chartist.Pie("#category-chart", data, options);
+
+}
+
+
+(function() {
+
+  createCategoryChart(CATEGORY_CHART_DATA);
+
+})();

monopyly/static/js/define-filter.js

@@ -17,7 +17,7 @@
 	let defaultText;
 	inactiveCardFilters.hover(
 		// Change text when hovering over the filter
-		function () {
+		function() {
 			const $this = $(this);
 			const defaultWidth = $this.width();
 			defaultText = $this.text();

monopyly/static/js/expand-transaction.js

@@ -15,4 +15,14 @@ import {
 
 (function() {
   const toggleManager = new TransactionToggleManager(displaySubtransactions)
+  // For mobile layouts, expand transactions when the row is clicked
+  if (window.innerWidth <= 600) {
+    const $transactions = $('.transaction');
+    $transactions.on('click', function(event) {
+      if (!this.classList.contains('selected')) {
+        const $transactionExpandButton = $(this).find('.more.button');
+        $transactionExpandButton.trigger('click');
+      }
+    });
+  }
 })();

monopyly/static/js/highlight-discrepant-transactions.js

@@ -0,0 +1,124 @@
+/*
+ * Highlight transactions with discrepancies on the reconcilation page.
+ */
+
+
+/**
+ * A class for highlighting transaction/activity discrepancies.
+ */
+class DiscrepancyHighlighter {
+
+  /**
+   * Create the highlighter.
+   */
+  constructor() {
+    const highlighter = this;
+    this.$transactionContainer = $("#statement-transactions-container");
+    const $transactions = this.$transactionContainer.find(".transaction");
+    this.$transactionRows = $transactions.find(".condensed .row-content");
+    this.$discrepantActivities = $(".discrepant-activity");
+    // Toggle highlighting based on clicking
+    this.clickedTransactionID = null;
+    this.$discrepantActivities.on("click", function() {
+      highlighter.toggleClickTransactionHighlight(this);
+    });
+    // Toggle highlighting based on hovering
+    this.$discrepantActivities.hover(
+      function() {highlighter.addHoverTransactionHighlight(this)},
+      function() {highlighter.removeHoverTransactionHighlight(this)},
+    )
+    // Remove highlighting if anywhere else on the page is clicked
+    $(document).on("click", function(event) {
+      const $target = $(event.target);
+      if (highlighter.#isExtraneousClick($target)) {
+        highlighter.removeHighlight(
+          highlighter.$discrepantActivities, highlighter.$transactionRows
+        );
+      }
+    });
+  }
+
+  #isExtraneousClick($target) {
+    const isNotDiscrepantActivity = (
+      $target.closest(this.$discrepantActivities).length == 0
+    );
+    const isNotTransactionContainer = (
+      $target.closest(this.$transactionContainer).length == 0
+    );
+    return isNotDiscrepantActivity && isNotTransactionContainer;
+  }
+
+  /**
+   * Get the transaction (row) from the container with matching transaction ID.
+   *
+   * @param {object} activity - The activity object to match.
+   */
+  getMatchingTransactionRow(activity) {
+    const transactionID = activity.dataset.transactionId;
+    const selector = `.transaction[data-transaction-id='${transactionID}']`;
+    return this.$transactionContainer.find(selector).find(".condensed .row-content");
+  }
+
+  addHighlight($activities, $transactionRows) {
+    $activities.addClass("discrepancy-highlight");
+    $transactionRows.addClass("discrepancy-highlight");
+  }
+
+  removeHighlight($activities, $transactionRows) {
+    $activities.removeClass("discrepancy-highlight");
+    $transactionRows.removeClass("discrepancy-highlight");
+    this.clickedTransactionID = null;
+  }
+
+  /**
+   * Add highlighting to a transaction.
+   *
+   * @param {object} activity - The activity to highlight.
+   */
+  toggleClickTransactionHighlight(activity) {
+    const $matchingTransactionRow = this.getMatchingTransactionRow(activity);
+    const transactionID = activity.dataset.transactionId;
+    if (transactionID != this.clickedTransactionID) {
+      // Remove highlighting from all other transactions and add it to this one
+      this.removeHighlight(this.$discrepantActivities, this.$transactionRows);
+      this.addHighlight($(activity), $matchingTransactionRow);
+      // Update the tracker to indicate that an activity was clicked
+      this.clickedTransactionID = transactionID;
+    } else {
+      this.removeHighlight($(activity), $matchingTransactionRow);
+    }
+  }
+
+  /**
+   * Add highlighting to a transaction.
+   *
+   * @param {object} activity - The activity to highlight.
+   */
+  addHoverTransactionHighlight(activity) {
+    // Only add hover highlighting if a transaction has not been clicked
+    if (this.clickedTransactionID == null) {
+      const $matchingTransactionRow = this.getMatchingTransactionRow(activity);
+      this.addHighlight($(activity), $matchingTransactionRow);
+    }
+  }
+
+  /**
+   * Remove highlighting from a transaction.
+   *
+   * @param {object} activity - The activity to stop highlighting.
+   */
+  removeHoverTransactionHighlight(activity) {
+    // Only remove hover highlighting if a transaction has not been clicked
+    if (this.clickedTransactionID == null) {
+      const $matchingTransactionRow = this.getMatchingTransactionRow(activity);
+      this.removeHighlight($(activity), $matchingTransactionRow);
+    }
+  }
+}
+
+
+(function() {
+
+  const highlighter = new DiscrepancyHighlighter();
+
+})();

monopyly/static/js/modules/expand-transaction.js

@@ -37,19 +37,25 @@ class TransactionToggleManager {
 
   #registerClickExpand(callback) {
     const self = this;
-    this.$iconsMoreInfoButtons.on('click', function() {
+    this.$iconsMoreInfoButtons.on('click', function(event) {
       const $transaction = self.getButtonTransaction(this);
       const toggler = new TransactionToggler($transaction);
       toggler.expand(callback);
+      // Do not propagate any additional events up the DOM tree
+      // (this avoids recursion in mobile mode when parents are tapped)
+      event.stopPropagation();
     });
   }
 
   #registerClickCollapse() {
     const self = this;
-    this.$iconsLessInfoButtons.on('click', function() {
+    this.$iconsLessInfoButtons.on('click', function(event) {
       const $transaction = self.getButtonTransaction(this);
       const toggler = new TransactionToggler($transaction);
       toggler.collapse();
+      // Do not propagate any additional events up the DOM tree
+      // (this avoids recursion in mobile mode when parents are tapped)
+      event.stopPropagation();
     });
   }
 }
@@ -88,7 +94,10 @@ class TransactionToggler {
     this.$transaction.addClass('selected');
   }
 
-  collapse($transaction) {
+  /**
+   * Collapse the transaction
+   */
+  collapse() {
     this.#toggleTransaction(this.$extendedRow, this.$condensedRow);
     this.$transaction.removeClass('selected');
   }

monopyly/static/js/modules/form-suggestions.js

@@ -0,0 +1,60 @@
+/**
+ * Facilitate the replacement of form values with suggestions.
+ */
+
+
+/**
+ * A class for replacing elements of a form with suggested values.
+ */
+class SuggestionSelector {
+
+  /**
+   * Create the suggestion selector.
+   *
+   * @param {JQuery} $suggestion - An object that will have its text
+   *     used to determine the value for replacement
+   */
+  constructor($suggestion) {
+    this.$suggestion = $suggestion;
+    const selector = this;
+    this.$suggestion.on("click", function() {
+      selector.#replaceValue();
+    });
+  }
+
+  /**
+   * Replace the value of the input field (by ID) with the suggested value.
+   */
+  #replaceValue() {
+    const $formField = this.$suggestion.closest(".form-field.suggestable");
+    const $input = $formField.find("input");
+    $input.val(this.getSuggestionText());
+  }
+
+  /**
+   * Get the text of the suggestion from the suggestion object.
+   */
+  getSuggestionText() {
+    return this.$suggestion.text();
+  }
+
+}
+
+
+/**
+ * A class for replacing amount values on a form with suggested values.
+ */
+class AmountSuggestionSelector extends SuggestionSelector {
+
+  /**
+   * Get the text of the amount suggestion from the suggestion object.
+   */
+  getSuggestionText() {
+    return this.$suggestion.text().replace("$", "").replace(",", "");
+  }
+
+
+}
+
+
+export { SuggestionSelector, AmountSuggestionSelector };

monopyly/static/js/modules/manage-overlays.js

@@ -26,7 +26,7 @@ class OverlayManager {
   /**
    * Add the overlay.
    *
-   * @param {string} The AJAX request response containing the overlay.
+   * @param {string} response - The AJAX request response containing the overlay.
    */
   addOverlay(response) {
     this.$container.prepend(response)
@@ -55,7 +55,6 @@ class OverlayManager {
    * Bind an exit capability to the escape key in the overlay.
    */
   #bindCloseFromEscapeKey() {
-    const manager = this;
     $(window).on('keydown', this.#closeOnEscapePress.bind(this))
   }
 
@@ -82,4 +81,3 @@ class OverlayManager {
 
 
 export { OverlayManager };
-

monopyly/static/js/show-credit-activity-loader.js

@@ -0,0 +1,29 @@
+/*
+ * Show the modal for loading credit activity.
+ *
+ * Shows the overlay that gives a user the ability to upload a
+ * file containing credit activity for comparison against the
+ * current statement.
+ */
+
+import { executeAjaxRequest } from "./modules/ajax.js";
+import { OverlayManager } from "./modules/manage-overlays.js";
+
+
+(function() {
+
+  const $linkButton = $("#reconciliation-button");
+  const $container = $(".details[id^='credit-'][id$='-details']");
+  const overlayManager = new OverlayManager($container);
+
+  // Define the action to execute after executing the request
+  function action(response) {
+    overlayManager.addOverlay(response);
+  }
+
+  // Add AJAX request action to the link button
+  $linkButton.on("click", function() {
+    $.get(CREDIT_ACTIVITY_RECONCILIATION_ENDPOINT, action);
+  });
+
+})();

monopyly/static/js/toggle-navigation.js

@@ -0,0 +1,35 @@
+/* Toggle the navigation menu for mobile views.
+ */
+
+(function() {
+
+  // Identify the navigation menu and icon
+  const $menu = $('#header-menu');
+  const $menuLinks = $menu.find(".menu-links")
+  const $toggleButton = $menu.find('.toggle-button');
+
+
+  $(document).on('click', function(event) {
+    const targetIsToggleButton = $(event.target).closest($toggleButton).length;
+    const targetIsMenu = $(event.target).closest($menuLinks).length;
+    const mobileMenuIsActive = $toggleButton.hasClass('active');
+    if (targetIsToggleButton || ! targetIsMenu && mobileMenuIsActive) {
+      // Toggle the (vertical) navigation menu on/off when the button is clicked
+      // (clicking outside the menu returns the menu to its original state)
+      toggleMenu($toggleButton, $menuLinks);
+    }
+  });
+
+})();
+
+
+function toggleMenu($toggleButton, $menuLinks) {
+  $menuLinks.slideToggle({
+    duration: 300,
+    start: function() {
+      $(this).css('display', 'flex');
+    },
+  });
+  $toggleButton.toggleClass('active');
+}
+

monopyly/static/js/update-card-status.js

@@ -24,7 +24,7 @@ import {
     const $toggleSwitch = $(this);
     const $card = $toggleSwitch.closest(".credit-card");
     const $cardFront = $card.find(".card-face.front");
-    const $checkbox = $toggleSwitch.find("input[type="checkbox"]");
+    const $checkbox = $toggleSwitch.find('input[type="checkbox"]');
     const cardActive = $checkbox.is(":checked");
     const cardID = $checkbox.data("card-id");
     const rawData = {

monopyly/static/js/use-suggested-amount.js

@@ -0,0 +1,11 @@
+/* Replace transaction form subtotal field value with a suggestion.
+ */
+import { AmountSuggestionSelector } from './modules/form-suggestions.js';
+
+
+(function() {
+
+  const $suggestion = $(".amount-suggestion .currency");
+  new AmountSuggestionSelector($suggestion);
+
+})();

monopyly/static/js/use-suggested-merchant.js

@@ -0,0 +1,11 @@
+/* Replace credit transaction form merchant field value with a suggestion.
+ */
+import { SuggestionSelector } from './modules/form-suggestions.js';
+
+
+(function() {
+
+  const $suggestion = $(".merchant-suggestion .merchant");
+  new SuggestionSelector($suggestion);
+
+})();

monopyly/templates/auth/change_password.html

@@ -0,0 +1,21 @@
+{% extends 'layout.html' %}
+
+{% block header %}
+  <h1>{% block title %}Change Password{% endblock %}</h1>
+{% endblock %}
+
+{% block content %}
+
+  <form id="change-password" method="post">
+    <p class="instructions">
+      Use this form to change the password for user: <b>{{ g.user.username }}</b>
+    </p>
+
+    <label for="password">Current Password</label>
+    <input type="password" name="current-password" id="current-password" required>
+    <label for="new-password">New Password</label>
+    <input type="password" name="new-password" id="new-password" required>
+    <input class="button" type="submit" value="Update" />
+  </form>
+
+{% endblock %}

monopyly/templates/auth/login.html

@@ -5,11 +5,13 @@
 {% endblock %}
 
 {% block content %}
-  <form method="post">
+
+  <form id="log-in" method="post">
     <label for="username">Username</label>
     <input name="username" id="username" required>
     <label for="password">Password</label>
     <input type="password" name="password" id="password" required>
     <input class="button" type="submit" value="Log In" />
   </form>
+
 {% endblock %}

monopyly/templates/auth/register.html

@@ -5,11 +5,21 @@
 {% endblock %}
 
 {% block content %}
-  <form method="post">
-    <label for="username">Username</label>
-    <input name="username" id="username" required>
-    <label for="password">Password</label>
-    <input type="password" name="password" id="password" required>
-    <input class="button" type="submit" value="Register" />
-  </form>
+
+  {% if not config['REGISTRATION'] %}
+    <div class="no-registration-notice">
+      <b>Notice:</b> The app is not currently accepting new registrations.
+    </div>
+  {% endif %}
+
+  {% with input_status = 'required' if config['REGISTRATION'] else 'disabled' %}
+    <form id="register" method="post">
+      <label for="username">Username</label>
+      <input name="username" id="username" {{ input_status }}>
+      <label for="password">Password</label>
+      <input type="password" name="password" id="password" {{ input_status }}>
+      <input class="button" type="submit" value="Register" />
+    </form>
+  {% endwith %}
+
 {% endblock %}

monopyly/templates/banking/account_page.html

@@ -22,7 +22,9 @@
         {% include 'banking/account_summary.html' %}
       </div>
 
-      <div id="balance-chart" class="ct-chart ct-octave"></div>
+      <div id="balance-chart-container">
+        <div id="balance-chart" class="ct-chart ct-octave"></div>
+      </div>
 
       <div id="account-transactions-container" class="transactions-container">
         {% with transactions = account_transactions %}

monopyly/templates/banking/account_summaries.html

@@ -13,7 +13,7 @@
           {% endif %}
         </h2>
 
-        <div class="account-blocks">
+        <div class="account-blocks stack-buttons">
           {% for account in accounts|sort(attribute='last_four_digits') %}
 
             <a class="account-block button-block" href="{{ url_for('banking.load_account_details', account_id=account.id) }}">

monopyly/templates/banking/accounts_page.html

@@ -51,22 +51,18 @@
 
   <section id="bank-account-settings">
 
-    <div id="account-type-container">
-      <h2>Bank Account Types</h2>
-
-      <div class="account-types">
-        {% for account_type in account_types %}
-
-          <div class="account-type">
-            {{ account_type.type_name }}
-            {% if account_type.type_abbreviation %}
-              ({{ account_type.type_abbreviation }})
-            {% endif %}
-          </div>
-
-        {% endfor %}
-      </div>
+    <div id="account-type-container" class="box-table">
+      <h2 class="box-header">Bank Account Types</h2>
+      {% for account_type in account_types %}
+
+        <div class="account-type box-row">
+          {{ account_type.type_name }}
+          {% if account_type.type_abbreviation %}
+            ({{ account_type.type_abbreviation }})
+          {% endif %}
+        </div>
 
+      {% endfor %}
     </div>
 
   </section>

monopyly/templates/banking/transactions_table/expanded_row_content.html

@@ -1,39 +1,37 @@
-<div class="setting">
+<div class="setting column">
 
   <div class="date column">
-    <div class="month">
-      {{ transaction.transaction_date.strftime('%b')|upper }}
-    </div>
-    <div class="day">
-      {{ transaction.transaction_date.strftime('%d')|upper }}
-    </div>
-    <div class="year">
-      {{ transaction.transaction_date.year }}
+    <div class="stacked-date">
+      <div class="month">
+        {{ transaction.transaction_date.strftime('%b')|upper }}
+      </div>
+      <div class="day">
+        {{ transaction.transaction_date.strftime('%d')|upper }}
+      </div>
+      <div class="year">
+        {{ transaction.transaction_date.year }}
+      </div>
     </div>
-    <div class="full">
+    <div class="full-date">
       {{ transaction.transaction_date }}
     </div>
   </div>
 
-  <div class="description">
+  <div class="description column">
 
     <div class="description-header">
       <div class="brief">
         {% if transaction|is_single_bank_transfer %}
-            Transfer
+          <span class="transaction-type">Transfer</span>
         {% else %}
-          {% if transaction.merchant %}
-              {% set merchant_reference = ": " + transaction.merchant %}
-          {% else %}
-              {% set merchant_reference = "" %}
-          {% endif %}
           {% if transaction.total > 0 %}
-            Deposit{{ merchant_reference }}
+            {% set transaction_type = "Deposit" %}
           {% elif transaction.total < 0 %}
-            Withdrawal{{ merchant_reference }}
+            {% set transaction_type = "Withdrawal" %}
           {% else %}
-            Exchange
+            {% set transaction_type = "Exchange" %}
           {% endif %}
+          <span class="transaction-type">{{ transaction_type }}{{ ":" if transaction.merchant else "" }}</span> {{ transaction.merchant if transaction.merchant else "" }}
         {% endif %}
 
       </div>

monopyly/templates/common/transaction_form/subtransaction_subform.html

@@ -4,10 +4,19 @@
 
   <div class="form-line">
 
-    <div class="form-field subtotal-field">
+    <div class="form-field subtotal-field suggestable">
+
       {{ subform.subtotal.label }}
       <span class="currency-symbol">$</span>
       {{ subform.subtotal(class_="currency") }}
+
+      {% if form and form.suggestions.get('amount') %}
+        <div class="form-suggestion amount-suggestion">
+          <span>Suggested: </span>
+          <span class="suggested-value currency">${{ form.suggestions['amount']|currency }}</span>
+        </div>
+      {% endif %}
+
     </div>
 
     <div class="form-field note-field autocomplete">

monopyly/templates/common/transactions_table/linked_bank_transaction.html

@@ -23,6 +23,6 @@
     <img class="icon" src="{{ url_for('static', filename='img/icons/edit.png') }}" />
   </a>
   <a class="button" href="{{ url_for('banking.load_account_details', account_id=transaction.account_id) }}">
-    <img class="icon" src="{{ url_for('static', filename='img/icons/statement.png') }}" />
+    <img class="icon" src="{{ url_for('static', filename='img/icons/statement-thick.png') }}" />
   </a>
 </div>

monopyly/templates/common/transactions_table/linked_credit_transaction.html

@@ -23,6 +23,6 @@
     <img class="icon" src="{{ url_for('static', filename='img/icons/edit.png') }}" />
   </a>
   <a class="button" href="{{ url_for('credit.load_statement_details', statement_id=transaction.statement_id) }}">
-    <img class="icon" src="{{ url_for('static', filename='img/icons/statement.png') }}" />
+    <img class="icon" src="{{ url_for('static', filename='img/icons/statement-thick.png') }}" />
   </a>
 </div>

monopyly/templates/common/transactions_table/transaction_condensed.html

@@ -1,7 +1,7 @@
 <div class="condensed">
-  <div class="row">
+  <div class="row-content{{ ' highlight' if transaction.highlight else '' }}">
 
-    <div class="row-content">
+    <div class="transaction-info">
       {% include condensed_row_content_template %}
     </div>