FinanceBuddy: show the money badge on the opened card; v1.0.0

Asset/css/finance.css

@@ -1,6 +1,85 @@
 /*
  * FinanceBuddy styles.
- *
- * Empty for now. The money badge (.fb-badge / .fb-installments) and the per-column total
- * (.fb-column-total) styling are added as those features land in later versions.
  */
+
+/* Per-column net total in the column header (its own line, subtle pill). */
+.fb-column-total {
+    display: inline-block;
+    margin-top: 3px;
+    padding: 0 5px;
+    font-weight: bold;
+    font-size: 0.95em;
+    background: rgba(0, 0, 0, 0.05);
+    border-radius: 3px;
+}
+
+/* Keep the signed amount together ("-R$450,00"); a break before it (after "Total:") is fine. */
+.fb-amount {
+    white-space: nowrap;
+}
+
+.fb-total-debit {
+    color: #b94a48;
+}
+
+.fb-total-credit {
+    color: #468847;
+}
+
+.fb-total-zero {
+    color: #777;
+}
+
+/* Line-3 money badge on board cards. Its own background guarantees contrast on any card color. */
+.fb-line {
+    margin: 2px 0 4px;
+    line-height: 1.4;
+}
+
+.fb-badge {
+    display: inline-block;
+    padding: 1px 6px;
+    border-radius: 3px;
+    color: #fff;
+    font-weight: bold;
+    font-size: 1.1em;
+    white-space: nowrap;
+}
+
+.fb-badge-debit {
+    background: #b94a48;
+}
+
+.fb-badge-credit {
+    background: #468847;
+}
+
+.fb-installments {
+    margin-left: 6px;
+    color: #000;
+    font-size: 1.05em;
+}
+
+/* Task-form finance fieldset (middle column). */
+.fb-form-directions {
+    margin-bottom: 8px;
+}
+
+.fb-form-inline {
+    display: inline-block;
+    margin-right: 14px;
+    cursor: pointer;
+}
+
+.fb-form-installments {
+    display: flex;
+    align-items: center;
+}
+
+.fb-form-installments .fb-form-num {
+    width: 5em;
+}
+
+.fb-form-installments span {
+    margin: 0 8px;
+}

Helper/FinanceHelper.php

@@ -8,12 +8,23 @@ use Kanboard\Core\Base;
  * Template/controller helper for FinanceBuddy.
  *
  * FinanceBuddy is opt-in per board: every render and save point is gated on isEnabled(), so an
- * un-enabled board is untouched. The flag lives in project metadata (key financebuddy_enabled),
- * written by the checkbox on the project's Integrations page.
+ * un-enabled board is untouched. The enable flag lives in project metadata (financebuddy_enabled);
+ * the per-task money lives in task metadata under the keys below.
  */
 class FinanceHelper extends Base
 {
     const ENABLED_KEY = 'financebuddy_enabled';
+    const AMOUNT_KEY = 'financebuddy_amount';
+    const DIRECTION_KEY = 'financebuddy_direction';
+    const INSTALLMENT_CURRENT_KEY = 'financebuddy_installment_current';
+    const INSTALLMENT_TOTAL_KEY = 'financebuddy_installment_total';
+
+    // Hidden marker present only when the task form was submitted with the finance fieldset, so
+    // non-finance task updates (moves, API calls) are ignored by the persistence hooks.
+    const FORM_MARKER = 'financebuddy_form';
+
+    // Memoized per project_id: the board hooks below call isEnabled() once per card.
+    private static $enabledCache = array();
 
     /**
      * Is FinanceBuddy enabled for this board?
@@ -23,6 +34,137 @@ class FinanceHelper extends Base
      */
     public function isEnabled($project_id)
     {
-        return (int) $this->projectMetadataModel->get($project_id, self::ENABLED_KEY, 0) === 1;
+        $project_id = (int) $project_id;
+
+        if (! isset(self::$enabledCache[$project_id])) {
+            self::$enabledCache[$project_id] = (int) $this->projectMetadataModel->get($project_id, self::ENABLED_KEY, 0) === 1;
+        }
+
+        return self::$enabledCache[$project_id];
+    }
+
+    /**
+     * Stored finance values for a task, with defaults. One query (getAll) since the board renders
+     * this per card.
+     *
+     * @param  integer $task_id
+     * @return array
+     */
+    public function get($task_id)
+    {
+        $all = $this->taskMetadataModel->getAll($task_id);
+
+        return array(
+            'amount' => isset($all[self::AMOUNT_KEY]) ? $all[self::AMOUNT_KEY] : '',
+            'direction' => (isset($all[self::DIRECTION_KEY]) && $all[self::DIRECTION_KEY] === 'credit') ? 'credit' : 'debit',
+            'installment_current' => isset($all[self::INSTALLMENT_CURRENT_KEY]) ? $all[self::INSTALLMENT_CURRENT_KEY] : '',
+            'installment_total' => isset($all[self::INSTALLMENT_TOTAL_KEY]) ? $all[self::INSTALLMENT_TOTAL_KEY] : '',
+        );
+    }
+
+    /**
+     * Net money for a board column: credits positive, debits negative, summed over the cards in
+     * the column. One grouped query over the column's task ids (the task rows carry no metadata).
+     *
+     * @param  array $column  A board column as passed to template:board:column:header ('tasks').
+     * @return float
+     */
+    public function columnNet(array $column)
+    {
+        if (empty($column['tasks'])) {
+            return 0.0;
+        }
+
+        $task_ids = array();
+        foreach ($column['tasks'] as $task) {
+            $task_ids[] = (int) $task['id'];
+        }
+
+        $rows = $this->db->table('task_has_metadata')
+            ->columns('task_id', 'name', 'value')
+            ->in('task_id', $task_ids)
+            ->in('name', array(self::AMOUNT_KEY, self::DIRECTION_KEY))
+            ->findAll();
+
+        $amounts = array();
+        $directions = array();
+
+        foreach ($rows as $row) {
+            if ($row['name'] === self::AMOUNT_KEY) {
+                $amounts[$row['task_id']] = (float) $row['value'];
+            } else {
+                $directions[$row['task_id']] = $row['value'];
+            }
+        }
+
+        $net = 0.0;
+        foreach ($amounts as $task_id => $amount) {
+            if ($amount <= 0) {
+                continue;
+            }
+
+            $is_credit = isset($directions[$task_id]) && $directions[$task_id] === 'credit';
+            $net += $is_credit ? $amount : -$amount;
+        }
+
+        return $net;
+    }
+
+    /**
+     * Values to prefill the task-form fields: a re-post (after a validation error) wins, then the
+     * stored metadata for an existing task, otherwise blanks for a new task.
+     *
+     * @param  array $values
+     * @return array
+     */
+    public function formValues(array $values)
+    {
+        if (isset($values[self::FORM_MARKER])) {
+            return array(
+                'amount' => isset($values[self::AMOUNT_KEY]) ? $values[self::AMOUNT_KEY] : '',
+                'direction' => (isset($values[self::DIRECTION_KEY]) && $values[self::DIRECTION_KEY] === 'credit') ? 'credit' : 'debit',
+                'installment_current' => isset($values[self::INSTALLMENT_CURRENT_KEY]) ? $values[self::INSTALLMENT_CURRENT_KEY] : '',
+                'installment_total' => isset($values[self::INSTALLMENT_TOTAL_KEY]) ? $values[self::INSTALLMENT_TOTAL_KEY] : '',
+            );
+        }
+
+        if (! empty($values['id'])) {
+            return $this->get($values['id']);
+        }
+
+        return array('amount' => '', 'direction' => 'debit', 'installment_current' => '', 'installment_total' => '');
+    }
+
+    /**
+     * Parse a user-typed amount. Accepts a dot or a comma as the decimal separator and an optional
+     * "R$"; there is no thousand separator. Returns a non-negative float (0.0 when unparseable).
+     *
+     * @param  string $raw
+     * @return float
+     */
+    public static function parseAmount($raw)
+    {
+        $raw = str_replace(array('R$', ' '), '', trim((string) $raw));
+        $raw = str_replace(',', '.', $raw);
+
+        if ($raw === '' || ! is_numeric($raw)) {
+            return 0.0;
+        }
+
+        $value = round((float) $raw, 2);
+
+        return $value > 0 ? $value : 0.0;
+    }
+
+    /**
+     * Format a money value for display: two decimals, comma decimal separator, no thousand
+     * separator (e.g. 20.9 -> "20,90"). Accepts a float or a canonical dot-string.
+     *
+     * @param  float|string $amount
+     * @return string
+     */
+    public static function money($amount)
+    {
+        return number_format((float) $amount, 2, ',', '');
     }
 }

Model/FinancePersistence.php

@@ -0,0 +1,123 @@
+<?php
+
+namespace Kanboard\Plugin\FinanceBuddy\Model;
+
+use Kanboard\Core\Base;
+use Kanboard\Plugin\FinanceBuddy\Helper\FinanceHelper;
+
+/**
+ * Persists the FinanceBuddy fields that live in the core task form.
+ *
+ * PicoDb's insert()/update() build SQL straight from the value keys, so any non-column field left
+ * in $values would break task saving (this is why core unset()s "tags"). We therefore:
+ *   (a) strip every financebuddy_* key from $values in the create/modify "prepare" hooks, and
+ *   (b) write the values to task metadata separately.
+ *
+ * Everything here runs synchronously inside the model call during the HTTP request (the "prepare"
+ * and "aftersave" reference hooks), so it does NOT depend on the optionally-async event queue. The
+ * finance values are read straight from $values (getValues() cannot be reused: the controller
+ * already consumed the CSRF token). The task id comes from the aftersave hook (create) or the
+ * route parameter (modify).
+ */
+class FinancePersistence extends Base
+{
+    private $pending = null;
+
+    /**
+     * model:task:creation:prepare -- fires before INSERT, $values by reference, no task id yet.
+     */
+    public function onCreationPrepare(array &$values)
+    {
+        $this->pending = null;
+
+        if (isset($values[FinanceHelper::FORM_MARKER])) {
+            $this->pending = array(
+                'project_id' => isset($values['project_id']) ? (int) $values['project_id'] : 0,
+                'fields' => $this->extract($values),
+            );
+        }
+
+        $this->strip($values);
+    }
+
+    /**
+     * model:task:creation:aftersave -- fires after INSERT, hands over the new task id by reference.
+     */
+    public function onCreationAfterSave(&$task_id)
+    {
+        if ($this->pending !== null) {
+            $this->persist((int) $task_id, $this->pending['project_id'], $this->pending['fields']);
+            $this->pending = null;
+        }
+    }
+
+    /**
+     * model:task:modification:prepare -- fires before UPDATE, $values by reference. The task id is
+     * removed from $values by core, but it is the route parameter of the modification request.
+     */
+    public function onModificationPrepare(array &$values)
+    {
+        if (isset($values[FinanceHelper::FORM_MARKER])) {
+            $task_id = $this->request->getIntegerParam('task_id');
+            $project_id = isset($values['project_id']) ? (int) $values['project_id'] : 0;
+
+            if ($task_id > 0) {
+                $this->persist($task_id, $project_id, $this->extract($values));
+            }
+        }
+
+        $this->strip($values);
+    }
+
+    private function extract(array $values)
+    {
+        return array(
+            'amount' => isset($values[FinanceHelper::AMOUNT_KEY]) ? $values[FinanceHelper::AMOUNT_KEY] : '',
+            'direction' => (isset($values[FinanceHelper::DIRECTION_KEY]) && $values[FinanceHelper::DIRECTION_KEY] === 'credit') ? 'credit' : 'debit',
+            'installment_current' => isset($values[FinanceHelper::INSTALLMENT_CURRENT_KEY]) ? $values[FinanceHelper::INSTALLMENT_CURRENT_KEY] : '',
+            'installment_total' => isset($values[FinanceHelper::INSTALLMENT_TOTAL_KEY]) ? $values[FinanceHelper::INSTALLMENT_TOTAL_KEY] : '',
+        );
+    }
+
+    private function strip(array &$values)
+    {
+        foreach (array_keys($values) as $key) {
+            if (strpos($key, 'financebuddy_') === 0) {
+                unset($values[$key]);
+            }
+        }
+    }
+
+    private function persist($task_id, $project_id, array $fields)
+    {
+        // Only touch metadata on boards where a manager opted in.
+        if ((int) $this->projectMetadataModel->get($project_id, FinanceHelper::ENABLED_KEY, 0) !== 1) {
+            return;
+        }
+
+        $amount = FinanceHelper::parseAmount($fields['amount']);
+
+        // No (or cleared) amount: drop any finance metadata so the card goes back to plain.
+        if ($amount <= 0) {
+            foreach (array(FinanceHelper::AMOUNT_KEY, FinanceHelper::DIRECTION_KEY, FinanceHelper::INSTALLMENT_CURRENT_KEY, FinanceHelper::INSTALLMENT_TOTAL_KEY) as $key) {
+                $this->taskMetadataModel->remove($task_id, $key);
+            }
+
+            return;
+        }
+
+        $this->taskMetadataModel->save($task_id, array(
+            FinanceHelper::AMOUNT_KEY => number_format($amount, 2, '.', ''),
+            FinanceHelper::DIRECTION_KEY => $fields['direction'] === 'credit' ? 'credit' : 'debit',
+            FinanceHelper::INSTALLMENT_CURRENT_KEY => $this->intOrBlank($fields['installment_current']),
+            FinanceHelper::INSTALLMENT_TOTAL_KEY => $this->intOrBlank($fields['installment_total']),
+        ));
+    }
+
+    private function intOrBlank($raw)
+    {
+        $raw = trim((string) $raw);
+
+        return ($raw !== '' && ctype_digit($raw) && (int) $raw > 0) ? (string) (int) $raw : '';
+    }
+}

Plugin.php

@@ -17,6 +17,30 @@ class Plugin extends Base
         // Per-board opt-in: a checkbox on the project's Settings -> Integrations page. Nothing
         // else in the plugin renders or saves until a project manager enables it for that board.
         $this->template->hook->attach('template:project:integrations', 'financeBuddy:project/integration');
+
+        // Finance fields in the task create/edit form (middle column). The template gates itself
+        // on the board being enabled. These are not task columns, so core cannot persist them:
+        // FinancePersistence strips them from the task write and stores them in task metadata,
+        // all synchronously via the model hooks below.
+        $this->template->hook->attach('template:task:form:second-column', 'financeBuddy:task/form_fields');
+
+        $persistence = new \Kanboard\Plugin\FinanceBuddy\Model\FinancePersistence($this->container);
+        $this->hook->on('model:task:creation:prepare', array($persistence, 'onCreationPrepare'));
+        $this->hook->on('model:task:creation:aftersave', array($persistence, 'onCreationAfterSave'));
+        $this->hook->on('model:task:modification:prepare', array($persistence, 'onModificationPrepare'));
+
+        // The line-3 money badge on each board card, rendered directly under the title. Two hooks:
+        // "private" is the normal board, "public" is the read-only board shared by token.
+        $this->template->hook->attach('template:board:private:task:after-title', 'financeBuddy:board/task_money');
+        $this->template->hook->attach('template:board:public:task:after-title', 'financeBuddy:board/task_money');
+
+        // Per-column net total (credits - debits) in the column header.
+        $this->template->hook->attach('template:board:column:header', 'financeBuddy:board/column_total');
+
+        // The same money badge at the top of the opened card (task view), under the title, so a
+        // card shows its money whether you are on the board or reading the card. Reuses the board
+        // badge template (both hooks pass $task).
+        $this->template->hook->attach('template:task:details:top', 'financeBuddy:board/task_money');
     }
 
     public function getHelpers()
@@ -43,7 +67,7 @@ class Plugin extends Base
 
     public function getPluginVersion()
     {
-        return '0.2.0';
+        return '1.0.0';
     }
 
     public function getPluginHomepage()

README.md

@@ -1,8 +1,8 @@
 # FinanceBuddy -- money on your Kanboard cards
 
-Attach a money value to a board card, see it on the card, and total it per column -- so a
-Kanboard project can double as a simple, visual finance board (bills, installments, income
-vs expenses).
+Attach a money value to each board card, see it on the card, and total it per column, so a
+Kanboard project can double as a simple, visual finance board -- bills, installments, income
+vs expenses.
 
 FinanceBuddy is **opt-in per board**: installing it changes nothing until a project manager
 enables it for a specific board under Settings -> Integrations. Boards that are not enabled
@@ -10,30 +10,59 @@ look exactly as before.
 
 ## The idea: a bill-lifecycle board
 
-Kanboard imposes no structure, so FinanceBuddy is built to fit one rather than dictate it. The
-suggested organization:
+Kanboard imposes no structure, so FinanceBuddy fits one rather than dictating it. A layout that
+works well:
 
-- **Columns = a bill's status:** `Templates -> Due this month -> Paid`. Cards flow left to
-  right as they are paid.
+- **Columns = a bill's status:** `Templates -> Due this month -> Paid`. Cards flow left to right
+  as they are paid.
 - **Tags = category:** housing, utilities, comms, food...
 - **Due date = the bill's due date;** color/priority = urgency.
-- Each card carries a **money value** (debit or credit) and, optionally, an **installment**
-  count (`p2/10` = 2nd of 10 payments; leave the total blank for an open-ended recurring bill).
+- Each card carries a **money value** and, optionally, an **installment** count.
 
 Recurring monthly bills can live as template cards spawned each month by the companion RecoReco
 plugin; FinanceBuddy only owns the money.
 
+## What it does
+
+Once a board is enabled:
+
+### Set the money on a card
+
+The task edit/create form gains a **Finance** section in the middle column:
+
+- **Amount** in R$.
+- **Debit** or **Credit** (money out vs money in).
+- **Installment** current / total (for example `2` of `10`). Leave the total blank for an
+  open-ended recurring bill.
+
+### See it on the card
+
+A badge appears just under the card title -- both on the board and at the top of the opened
+card, so the money is visible whether you glance at the board or read the card (no need to open
+the edit form):
+
+- **red** with a `-` for a debit, **green** with a `+` for a credit (both the color and the sign
+  carry the meaning, and the badge's own background stays readable on any card color);
+- followed by `pN/M` when a total is set (for example `p2/10`), hidden for open-ended bills.
+
+### Total per column
+
+Each column header shows a **`Total:`** of its cards -- credits positive, debits negative (the
+net): red when negative (what you owe), green when positive, gray at zero. It is shown for every
+column, including `Total: R$0,00`.
+
 ## Money format
 
-Amounts are shown in R$ with a comma decimal and no thousand separator (for example
-`R$1234,56`). Input accepts either a dot or a comma as the decimal separator, so `1234.56` and
-`1234,56` are the same value.
+Amounts show in R$ with a comma decimal and no thousand separator (for example `R$1234,56`).
+Input accepts either a dot or a comma as the decimal separator, so `1234.56` and `1234,56` are
+the same value.
 
-## Status
+## How it stores data
 
-Early development. This version registers the plugin and loads its stylesheet; the per-board
-toggle, the in-form editing, the card badge, and the per-column totals arrive in the following
-versions.
+No database migration. The per-board enable flag is stored in project metadata; each card's
+money is stored in task metadata. The finance fields live in the normal task form but are saved
+separately (they are not task columns), so ordinary task saving is untouched. Uninstalling the
+plugin leaves that metadata harmlessly in place and changes nothing else.
 
 ## Requirements
 
@@ -43,7 +72,8 @@ versions.
 
 Copy this folder into your Kanboard installation as `plugins/FinanceBuddy/`. The directory name
 must be exactly `FinanceBuddy` (Kanboard derives the plugin namespace from the folder name). No
-build step and no database migration.
+build step and no database migration. Then, on each board you want to track, go to
+Settings -> Integrations and tick "Enable FinanceBuddy on this board".
 
 ## License
 

Template/board/column_total.php

@@ -0,0 +1,24 @@
+<?php
+// Per-column net total in the column header (credits - debits). Shown in every column of an
+// enabled board, including "total R$0,00" -- never hidden on zero. Server-side, re-renders on
+// every board refresh.
+if (empty($column['project_id']) || ! $this->FinanceHelper->isEnabled($column['project_id'])) {
+    return;
+}
+
+$net = $this->FinanceHelper->columnNet($column);
+
+if ($net > 0) {
+    $class = 'fb-column-total fb-total-credit';
+    $sign = '+';
+} elseif ($net < 0) {
+    $class = 'fb-column-total fb-total-debit';
+    $sign = '-';
+} else {
+    $class = 'fb-column-total fb-total-zero';
+    $sign = '';
+}
+?>
+<div class="<?= $class ?>">
+    <?= t('Total') ?>: <span class="fb-amount"><?= $sign ?>R$<?= \Kanboard\Plugin\FinanceBuddy\Helper\FinanceHelper::money(abs($net)) ?></span>
+</div>

Template/board/task_money.php

@@ -0,0 +1,27 @@
+<?php
+// Line-3 money badge, rendered under the card title via the after-title hooks. Server-side, so
+// it re-renders correctly on every board refresh. Nothing shows unless the board is enabled and
+// the card has a positive amount.
+if (empty($task['project_id']) || ! $this->FinanceHelper->isEnabled($task['project_id'])) {
+    return;
+}
+
+$fb = $this->FinanceHelper->get($task['id']);
+
+if ($fb['amount'] === '' || (float) $fb['amount'] <= 0) {
+    return;
+}
+
+$credit = $fb['direction'] === 'credit';
+$sign = $credit ? '+' : '-';
+$total = $fb['installment_total'];
+$current = $fb['installment_current'] !== '' ? $fb['installment_current'] : '1';
+?>
+<div class="fb-line">
+    <span class="fb-badge <?= $credit ? 'fb-badge-credit' : 'fb-badge-debit' ?>">
+        <?= $sign ?>R$<?= \Kanboard\Plugin\FinanceBuddy\Helper\FinanceHelper::money($fb['amount']) ?>
+    </span>
+    <?php if ($total !== ''): ?>
+        <span class="fb-installments">p<?= $this->text->e($current) ?>/<?= $this->text->e($total) ?></span>
+    <?php endif ?>
+</div>

Template/task/form_fields.php

@@ -0,0 +1,29 @@
+<?php if (empty($values['project_id']) || ! $this->FinanceHelper->isEnabled($values['project_id'])): ?>
+<?php else: ?>
+<?php $fb = $this->FinanceHelper->formValues($values) ?>
+
+<div class="fb-form">
+    <input type="hidden" name="<?= \Kanboard\Plugin\FinanceBuddy\Helper\FinanceHelper::FORM_MARKER ?>" value="1">
+
+    <label for="financebuddy_amount"><?= t('Amount (R$)') ?></label>
+    <input type="text" id="financebuddy_amount" name="financebuddy_amount" value="<?= $this->text->e($fb['amount']) ?>" placeholder="0,00" autocomplete="off">
+
+    <label><?= t('Type') ?></label>
+    <div class="fb-form-directions">
+        <label class="fb-form-inline">
+            <input type="radio" name="financebuddy_direction" value="debit" <?= $fb['direction'] !== 'credit' ? 'checked="checked"' : '' ?>> <?= t('Debit') ?>
+        </label>
+        <label class="fb-form-inline">
+            <input type="radio" name="financebuddy_direction" value="credit" <?= $fb['direction'] === 'credit' ? 'checked="checked"' : '' ?>> <?= t('Credit') ?>
+        </label>
+    </div>
+
+    <label for="financebuddy_installment_current"><?= t('Installment') ?></label>
+    <div class="fb-form-installments">
+        <input type="number" min="1" id="financebuddy_installment_current" name="financebuddy_installment_current" value="<?= $this->text->e($fb['installment_current']) ?>" class="fb-form-num">
+        <span><?= t('of') ?></span>
+        <input type="number" min="1" name="financebuddy_installment_total" value="<?= $this->text->e($fb['installment_total']) ?>" class="fb-form-num">
+    </div>
+    <p class="form-help"><?= t('Leave the total blank for an open-ended recurring bill.') ?></p>
+</div>
+<?php endif ?>

VERSION

@@ -1 +1 @@
-FinanceBuddy v0.2
+FinanceBuddy v1.0