Add transaction dialog and enhance transaction view

Schaad.Accounting.Common/Datasets/TransactionDataset.cs

@@ -3,7 +3,7 @@ using Schaad.Accounting.Models;
 
 namespace Schaad.Accounting.Datasets
 {
-    public class TransactionDataset : Transaction
+    public record TransactionDataset : Transaction
     {
         public Account OriginAccount { get; set; }
 

Schaad.Accounting.Common/Interfaces/ITransactionRepository.cs

@@ -10,5 +10,6 @@ namespace Schaad.Accounting.Interfaces
         void SaveTransaction(Transaction transaction);
 
         Transaction GetTransaction(string id);
+        void DeleteTransaction(string id);
     }
 }

Schaad.Accounting.Common/Models/Transaction.cs

@@ -5,7 +5,7 @@ using System.Linq;
 
 namespace Schaad.Accounting.Models
 {
-    public class Transaction
+    public record Transaction
     {
         public string Id { get; set; }
         public string BankTransactionId { get; set; }
@@ -18,21 +18,26 @@ namespace Schaad.Accounting.Models
         public string RelatedParty { get; set; }
 
         [Display(Name = "Valuta")]
+        [Required]
         public DateTime ValueDate { get; set; }
 
         [Display(Name = "Buchung")]
         public DateTime BookingDate { get; set; }
 
         [Display(Name = "Buchungstext")]
+        [Required]
         public string Text { get; set; }
 
         [Display(Name = "Betrag")]
+        [Required]
         public decimal Value { get; set; }
 
         [Display(Name = "Habenkonto")]
+        [Required]
         public string OriginAccountId { get; set; }
 
         [Display(Name = "Sollkonto")]
+        [Required]
         public string TargetAccountId { get; set; }
 
         [Display(Name = "Währungskurs")]

Schaad.Accounting.Db/Repositories/TransactionRepository.cs

@@ -76,5 +76,15 @@ namespace Schaad.Accounting.Repositories
 
             return transaction;
         }
+        
+        /// <summary>
+        /// Delete transaction
+        /// </summary>
+        public void DeleteTransaction(string id)
+        {
+            var transactions = GetTransactionList();
+            transactions.RemoveAll(t => t.Id == id);
+            Save(transactions, TRANSACTIONS);
+        }
     }
 }

Schaad.Accounting.Services/ViewService.cs

@@ -136,8 +136,7 @@ namespace Schaad.Accounting.Services
                         new TransactionDataset(
                             t,
                             accountList.Single(a => a.Id == t.OriginAccountId),
-                            accountList.Single(a => a.Id == t.TargetAccountId)
+                            accountList.Single(a => a.Id == t.TargetAccountId))
-                        )
                 )
                 .ToList();
 
@@ -155,7 +154,7 @@ namespace Schaad.Accounting.Services
             var transactionViewList = transactionList.Select(
                     t =>
                         new TransactionDataset(
-                            t,
+                            Prepare(t),
                             accountList.Single(a => a.Id == t.OriginAccountId),
                             accountList.Single(a => a.Id == t.TargetAccountId)
                         )
@@ -163,6 +162,18 @@ namespace Schaad.Accounting.Services
                 .ToList();
 
             return transactionViewList;
+
+            Transaction Prepare(Transaction t)
+            {
+                var account = accountList.Single(a => a.Id == t.OriginAccountId);
+                
+                if (account.Class == ClassIds.Activa && accountId == t.OriginAccountId )
+                {
+                    return t with { Value = -t.Value };
+                }
+    
+                return t;
+            }
         }
 
 

Schaad.Accounting.UI/Components/MyHeader.razor.cs

@@ -12,7 +12,7 @@ public partial class MyHeader : ComponentBase
     private int selectedYear;
     
     private List<string> mandators = new ();
-    private string selectedMandator;
+    private string selectedMandator = null!;
     
     protected override Task OnInitializedAsync()  
     {  

Schaad.Accounting.UI/Components/Pages/Dialogs/TransactionDialog.razor

@@ -0,0 +1,56 @@
+@using Schaad.Accounting.Models
+@implements IDialogContentComponent<Schaad.Accounting.Models.Transaction>
+@rendermode InteractiveServer
+
+<FluentDialogHeader ShowDismiss="true">
+    <FluentStack VerticalAlignment="VerticalAlignment.Center">
+        <FluentIcon Value="@(new Icons.Regular.Size24.WindowApps())" />
+        <FluentLabel Typo="Typography.PaneHeader">
+            @Dialog.Instance.Parameters.Title
+        </FluentLabel>
+    </FluentStack>
+</FluentDialogHeader>
+
+<FluentDialogBody>
+    <EditForm EditContext="@editContext">
+        <DataAnnotationsValidator />
+        <FluentDatePicker @bind-Value="@SelectedValue" Label="Valuta" Style="width: 300px;"/>
+        <FluentSelect TOption="Account"
+                      Label="von"
+                      Items="@accounts"
+                      Width="300px"
+                      Height="250px"
+                      Required="true"
+                      Placeholder="Konto auswählen..."
+                      OptionValue="@(p => p.Id)"
+                      OptionText="@(p => p.Number + " / " + p.Name)"
+                      @bind-Value="@Content.OriginAccountId" />
+        <FluentSelect TOption="Account"
+                      Label="nach"
+                      Items="@accounts"
+                      Width="300px"
+                      Height="250px"
+                      Required="true"
+                      Placeholder="Konto auswählen..."
+                      OptionValue="@(p => p.Id)"
+                      OptionText="@(p => p.Number + " / " + p.Name)"
+                      @bind-Value="@Content.TargetAccountId" />
+        <FluentNumberField @bind-Value="@Content.Value" Label="Betrag" Style="width: 300px;"/>
+        <FluentTextField @bind-Value="@Content.Text" Label="Buchungstext" Style="width: 300px;" />
+
+        <div>
+            <FluentValidationSummary />
+        </div>
+    </EditForm>
+</FluentDialogBody>
+
+<FluentDialogFooter>
+    <FluentButton Appearance="Appearance.Neutral"
+                  OnClick="@CancelAsync">
+        Abbrechen
+    </FluentButton>
+    <FluentButton Appearance="Appearance.Accent"
+                  OnClick="@SaveAsync">
+        Speichern
+    </FluentButton>
+</FluentDialogFooter>

Schaad.Accounting.UI/Components/Pages/Dialogs/TransactionDialog.razor.cs

@@ -0,0 +1,50 @@
+using Microsoft.AspNetCore.Components;
+using Microsoft.AspNetCore.Components.Forms;
+using Microsoft.FluentUI.AspNetCore.Components;
+using Schaad.Accounting.Interfaces;
+using Schaad.Accounting.Models;
+
+namespace Schaad.Accounting.UI.Components.Pages.Dialogs;
+
+public partial class TransactionDialog : ComponentBase
+{
+    private EditContext editContext = null!;
+
+    [CascadingParameter]
+    public FluentDialog Dialog { get; set; } = null!;
+
+    [Parameter]
+    public Transaction Content { get; set; } = null!;
+    
+    [Inject]
+    private ITransactionRepository transactionRepository { get; set; } = null!;
+    
+    [Inject]
+    private IViewService viewService { get; set; } = null!;
+
+    private IReadOnlyList<Account> accounts = [];
+    private DateTime? SelectedValue;
+
+    protected override void OnInitialized()
+    {
+        SelectedValue = Content.ValueDate;
+        editContext = new EditContext(Content);
+        accounts = viewService.GetAccountViewList();
+    }
+
+    private async Task SaveAsync()
+    {
+        if (editContext.Validate())
+        {
+            Content.ValueDate = SelectedValue!.Value;
+            Content.BookingDate = SelectedValue!.Value;
+            transactionRepository.SaveTransaction(Content);
+            await Dialog.CloseAsync(Content);
+        }
+    }
+
+    private async Task CancelAsync()
+    {
+        await Dialog.CancelAsync();
+    }
+}

Schaad.Accounting.UI/Components/Pages/Transactions.razor

@@ -17,7 +17,7 @@
                             </div>
                             <div style="margin-left: auto;">
                                 <FluentBadge Appearance="Appearance.Neutral">
-                                    @account.BalanceCHF.ToString("C2")
+                                    @Math.Abs(account.BalanceCHF).ToString("C2")
                                 </FluentBadge>
                             </div>
                         </FluentStack>
@@ -29,9 +29,20 @@
     </FluentNavMenu>
     
     <FluentBodyContent>
-        <FluentPaginator State="@pagination" SummaryTemplate="@template" />
+        <FluentGrid Justify="JustifyContent.FlexStart">
+            <FluentGridItem xs="4" Class="align-content-center title">
+                @selectedAccount.Name
+            </FluentGridItem>
+            <FluentGridItem xs="4" Class="align-content-center">
+                Total @Math.Abs(selectedAccount.Balance).ToString("C2") in @transactionList?.Count() Transaktionen
+            </FluentGridItem>
+            <FluentGridItem xs="4" Class="align-content-center" Justify="JustifyContent.FlexEnd">
+                <FluentButton IconStart="@(new Icons.Regular.Size16.Add())" Appearance="Appearance.Neutral" OnClick="AddAsync">Neue Transaktion hinzufügen</FluentButton>
+            </FluentGridItem>
+        </FluentGrid>
         
-        <FluentDataGrid Items="@transactionList" Pagination="@pagination">
+        <FluentPaginator State="@pagination" SummaryTemplate="@template"/>
+        <FluentDataGrid Items="@transactionList" Pagination="@pagination" RowSize="DataGridRowSize.Medium">
             <PropertyColumn Property="@(p => p.BookingDate)" Format="dd.MM.yyyy" Sortable="true" IsDefaultSortColumn="true" InitialSortDirection="SortDirection.Descending"/>
             <PropertyColumn Property="@(p => p.ValueDate)" Format="dd.MM.yyyy" Sortable="true"/>
             <PropertyColumn Property="@(p => p.Text)"/>
@@ -39,11 +50,14 @@
                 @GetAccountName(context)
             </TemplateColumn>
             <PropertyColumn Property="@(p => p.Value)" Format="C2" Align="Align.End"/>
-            
+            <TemplateColumn Align="Align.Center" Width="50px">
-
+                <FluentButton IconEnd="@(new Icons.Regular.Size16.Delete())" Appearance="Appearance.Neutral" OnClick="@(() => DeleteAsync(context.Id))"/>
+            </TemplateColumn>
+            <TemplateColumn Align="Align.Center" Width="50px">
+                <FluentButton IconEnd="@(new Icons.Regular.Size16.Edit())" Appearance="Appearance.Neutral" OnClick="@(() => EditAsync(context.Id))"/>
+            </TemplateColumn>
         </FluentDataGrid>
     </FluentBodyContent>
-
 </FluentStack>
 
 @code

Schaad.Accounting.UI/Components/Pages/Transactions.razor.cs

@@ -1,6 +1,9 @@
 using Microsoft.AspNetCore.Components;
+using Microsoft.FluentUI.AspNetCore.Components;
 using Schaad.Accounting.Datasets;
 using Schaad.Accounting.Interfaces;
+using Schaad.Accounting.Models;
+using Schaad.Accounting.UI.Components.Pages.Dialogs;
 
 namespace Schaad.Accounting.UI.Components.Pages;
 
@@ -9,20 +12,29 @@ public partial class Transactions : ComponentBase
     [Inject]
     private IViewService viewService { get; set; } = null!;
     
+    [Inject]
+    private ITransactionRepository transactionRepository { get; set; } = null!;
+    
+    [Inject]
+    private IDialogService dialogService { get; set; } = null!;
+
     private IReadOnlyList<AccountDataset> accounts = null!;
     
     private IQueryable<TransactionDataset>? transactionList;
-    private string? selectedAccountId;
+    private string selectedAccountId = null!;
+    private AccountDataset selectedAccount = null!;
     
     protected override Task OnInitializedAsync()  
     {  
         accounts = viewService.GetAccountViewList();
+        ShowTransactions(accounts.First().Id);
         return base.OnInitializedAsync();
     }
 
     private void ShowTransactions(string accountId)
     {
         selectedAccountId = accountId;
+        selectedAccount = accounts.Single(a => a.Id == accountId);
         transactionList = viewService.GetTransactionViewList(accountId).AsQueryable();
     }
     
@@ -35,4 +47,57 @@ public partial class Transactions : ComponentBase
 
         return transaction.OriginAccount.Name;
     }
+    
+    private async Task AddAsync()
+    {
+        var data = new Transaction
+        {
+            ValueDate = DateTime.Now,
+            BookingDate = DateTime.Now,
+            TargetAccountId = selectedAccountId
+        };
+        var dialog = await dialogService.ShowDialogAsync<TransactionDialog>(data, new DialogParameters()
+        {
+            Height = "500px",
+            Title = "Transaktion",
+            PreventDismissOnOverlayClick = true,
+            PreventScroll = true,
+        });
+
+        var result = await dialog.Result;
+        if (!result.Cancelled && result.Data != null)
+        {
+            transactionList = viewService.GetTransactionViewList(selectedAccountId).AsQueryable();
+        }
+    }
+    
+    private async Task EditAsync(string id)
+    {
+        var data = transactionRepository.GetTransaction(id);
+        var dialog = await dialogService.ShowDialogAsync<TransactionDialog>(data, new DialogParameters()
+        {
+            Height = "500px",
+            Title = "Transaktion",
+            PreventDismissOnOverlayClick = true,
+            PreventScroll = true,
+        });
+
+        var result = await dialog.Result;
+        if (!result.Cancelled && result.Data != null)
+        {
+            transactionList = viewService.GetTransactionViewList(selectedAccountId).AsQueryable();
+        }
+    }
+    
+    private async Task DeleteAsync(string id)
+    {
+        var transaction = transactionRepository.GetTransaction(id);
+        var dialog = await dialogService.ShowConfirmationAsync($"Transaction '{transaction.Text}' mit Betrag {transaction.Value} wirklich löschen?", "Ja", "Nein", "Transaktion löschen");
+        var result = await dialog.Result;
+        if (!result.Cancelled)
+        {
+            transactionRepository.DeleteTransaction(id);
+            transactionList = viewService.GetTransactionViewList(selectedAccountId).AsQueryable();
+        }
+    }
 }

Schaad.Accounting.UI/Components/Pages/Transactions.razor.css

@@ -0,0 +1,3 @@
+.title {
+    font-size: 16pt;
+}

Schaad.Accounting.UI/Components/_Imports.razor

@@ -1,6 +1,7 @@
 @using System.ComponentModel.DataAnnotations
 @using System.Net.Http
 @using System.Net.Http.Json
+@using Microsoft.FluentUI.AspNetCore.Components.Extensions
 @using Microsoft.AspNetCore.Components.Forms
 @using Microsoft.AspNetCore.Components.Routing
 @using Microsoft.AspNetCore.Components.Web

Schaad.Accounting.UI/Schaad.Accounting.UI.csproj

@@ -27,4 +27,9 @@
     <PackageReference Include="Plotly.Blazor" Version="6.0.1" />
   </ItemGroup>
 
+  <ItemGroup>
+    <None Remove="Components\Pages\Transactions.razor.css" />
+    <Content Include="Components\Pages\Transactions.razor.css" />
+  </ItemGroup>
+
 </Project>