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

Asset/css/finance.css

@@ -1,9 +1,35 @@
 /*
  * FinanceBuddy styles.
- *
- * The per-column total (.fb-column-total) styling is added in a later version.
  */
 
+/* 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;
@@ -17,6 +43,7 @@
     color: #fff;
     font-weight: bold;
     font-size: 1.1em;
+    white-space: nowrap;
 }
 
 .fb-badge-debit {

Helper/FinanceHelper.php

@@ -62,6 +62,54 @@ class FinanceHelper extends Base
         );
     }
 
+    /**
+     * 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.

Plugin.php

@@ -33,6 +33,14 @@ class Plugin extends Base
         // "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()
@@ -59,7 +67,7 @@ class Plugin extends Base
 
     public function getPluginVersion()
     {
-        return '0.3.1';
+        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
+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
+Kanboard project can double as a simple, visual finance board -- bills, installments, income
-vs expenses).
+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
+Kanboard imposes no structure, so FinanceBuddy fits one rather than dictating it. A layout that
-suggested organization:
+works well:
 
-- **Columns = a bill's status:** `Templates -> Due this month -> Paid`. Cards flow left to
+- **Columns = a bill's status:** `Templates -> Due this month -> Paid`. Cards flow left to right
-  right as they are paid.
+  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**
+- Each card carries a **money value** and, optionally, an **installment** count.
-  count (`p2/10` = 2nd of 10 payments; leave the total blank for an open-ended recurring bill).
 
 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
+Amounts show in R$ with a comma decimal and no thousand separator (for example `R$1234,56`).
-`R$1234,56`). Input accepts either a dot or a comma as the decimal separator, so `1234.56` and
+Input accepts either a dot or a comma as the decimal separator, so `1234.56` and `1234,56` are
-`1234,56` are the same value.
+the same value.
 
-## Status
+## How it stores data
 
-Early development. This version registers the plugin and loads its stylesheet; the per-board
+No database migration. The per-board enable flag is stored in project metadata; each card's
-toggle, the in-form editing, the card badge, and the per-column totals arrive in the following
+money is stored in task metadata. The finance fields live in the normal task form but are saved
-versions.
+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>

VERSION

@@ -1 +1 @@
-FinanceBuddy v0.3.1
+FinanceBuddy v1.0