{% extends "base.html" %}
{% block title %}{{ _("Categorize") }} · Wealth Dashboard{% endblock %}
{% block heading %}{{ _("Categorize") }}{% endblock %}
{% block lede %}
<p class="lede">{{ _("Correcting a transaction here can leave a rule behind. A rule applies to what is already imported as well as to what arrives next — otherwise the same shop has to be fixed every month for a year before it stops asking.") }}</p>
{% endblock %}
{% block content %}

<section class="stat-strip">
  <div class="stat-card stat-gold">
    <div class="stat-label">{{ _("Waiting") }}</div>
    <div class="stat-value">{{ remaining }}</div>
    <div class="stat-sub">{{ _("largest amounts first") }}</div>
  </div>
  <div class="stat-card stat-blue">
    <div class="stat-label">{{ _("Rules") }}</div>
    <div class="stat-value">{{ rules | length }}</div>
    <div class="stat-sub">{{ _("applied to past and future") }}</div>
  </div>
  <div class="stat-card stat-green">
    <div class="stat-label">{{ _("Quick start") }}</div>
    <form method="post" style="margin:0">
      <input type="hidden" name="action" value="seed">
      <button type="submit" style="margin-top:8px">{{ _("Categorise what is obvious") }}</button>
    </form>
    <div class="stat-sub">{{ _("fees, interest, dividends, known merchants") }}</div>
  </div>
</section>

{% if queue %}
<section class="card">
  <div class="card-header">
    <h2>{{ _("The queue") }}</h2>
    <span class="card-subtitle">{{ _("clear “remember as” to correct this one row without making a rule") }}</span>
  </div>
  <div class="table-wrap">
    <table class="grid">
      <thead><tr><th>{{ _("Date") }}</th><th>{{ _("Description") }}</th><th class="num">{{ _("Amount") }}</th>
                 <th>{{ _("Category") }}</th><th>{{ _("Remember as") }}</th><th></th></tr></thead>
      <tbody>
      {% for t in queue %}
        <tr>
          <form method="post" action="{{ url_for('transaction_category', txn_id=t.id) }}">
          <input type="hidden" name="back" value="{{ url_for('categorize') }}">
          <td class="sub nowrap">{{ d(t.txn_date) }}</td>
          <td>{{ t.description[:70] }}<span class="sub">{{ t.account_name }}</span></td>
          <td class="num {{ 'pos' if t.amount > 0 else 'neg' }}">{{ money(t.amount, t.currency) }}</td>
          <td>
            <select name="category" style="padding:5px 8px;font-size:12.5px;width:auto;">
              {% for slug, meta in categories.all_categories().items() %}
              <option value="{{ slug }}" {{ 'selected' if t.suggestion == slug }}>{{ meta.label }}</option>
              {% endfor %}
            </select>
          </td>
          <td>
            <input name="pattern" placeholder="{{ _('text to match, optional') }}"
                   value="{{ t.pattern or '' }}"
                   style="padding:5px 8px;font-size:12.5px;">
          </td>
          <td class="num"><button type="submit">{{ _("Apply") }}</button></td>
          </form>
        </tr>
      {% endfor %}
      </tbody>
    </table>
  </div>
</section>
{% else %}
<section class="card empty">
  <p>{{ _("Nothing waiting.") }}</p>
  {% set txn_link %}<a href="{{ url_for('transactions') }}">{{ _("Transactions") }}</a>{% endset %}
  <p class="sub">{{ _f("Every transaction has a category. Import more, or adjust one from the {page} page.", page=txn_link) | safe }}</p>
</section>
{% endif %}

{% set field_labels = {'any': _("the text anywhere"), 'description': _("the description"), 'counterparty': _("the counterparty")} %}
{% set mode_labels = {'contains': _("contains"), 'starts': _("starts with"), 'exact': _("is exactly"), 'regex': _("matches the pattern")} %}
{% set direction_labels = {'any': _("in or out"), 'in': _("money in"), 'out': _("money out")} %}
{% macro rule_terms(r) %}
  <div class="rule-when">
  <div><label>{{ _("When") }}</label>
    <select name="field" style="width:auto">{% for f in rule_fields %}<option value="{{ f }}" {{ 'selected' if (r.field if r else 'any') == f }}>{{ field_labels[f] }}</option>{% endfor %}</select></div>
  <div><label>&nbsp;</label>
    <select name="match_mode" style="width:auto">{% for m in rule_modes %}<option value="{{ m }}" {{ 'selected' if (r.match_mode if r else 'contains') == m }}>{{ mode_labels[m] }}</option>{% endfor %}</select></div>
  <div><label>&nbsp;</label><input name="pattern" value="{{ r.pattern if r else '' }}" required style="width:160px"></div>
  <div><label>{{ _("and the money is") }}</label>
    <select name="direction" style="width:auto">{% for x in rule_directions %}<option value="{{ x }}" {{ 'selected' if (r.direction if r else 'any') == x }}>{{ direction_labels[x] }}</option>{% endfor %}</select></div>
  <div><label>{{ _("from") }}</label><input name="amount_min" inputmode="decimal" value="{{ '%g' | format(r.amount_min) if r and r.amount_min is not none else '' }}" placeholder="—" style="width:80px"></div>
  <div><label>{{ _("to") }}</label><input name="amount_max" inputmode="decimal" value="{{ '%g' | format(r.amount_max) if r and r.amount_max is not none else '' }}" placeholder="—" style="width:80px"></div>
  <div><label>{{ _("on account") }}</label>
    <select name="account_id" style="width:auto"><option value="">{{ _("any") }}</option>{% for a in accounts_list %}<option value="{{ a.id }}" {{ 'selected' if r and r.account_id == a.id }}>{{ a.name }}</option>{% endfor %}</select></div>
  <div><label>{{ _("of kind") }}</label>
    <select name="kind" style="width:auto"><option value="">{{ _("any") }}</option>{% for k in rule_kinds %}<option value="{{ k }}" {{ 'selected' if r and r.kind == k }}>{{ kind_label(k) }}</option>{% endfor %}</select></div>
  </div>
  <div class="rule-then">
  <div><label>{{ _("then file under") }}</label>
    <select name="category" style="width:auto"><option value="">{{ _("leave the category") }}</option>{% for slug, meta in categories.all_categories().items() %}<option value="{{ slug }}" {{ 'selected' if r and r.category == slug }}>{{ meta.label }}</option>{% endfor %}</select></div>
  <div><label>{{ _("rename the counterparty to") }}</label><input name="set_counterparty" value="{{ r.set_counterparty or '' if r else '' }}" placeholder="—" style="width:150px"></div>
  <div><label>{{ _("set the kind to") }}</label>
    <select name="set_kind" style="width:auto"><option value="">—</option>{% for k in rule_kinds %}<option value="{{ k }}" {{ 'selected' if r and r.set_kind == k }}>{{ kind_label(k) }}</option>{% endfor %}</select></div>
  <div><label>{{ _("add the tag") }}</label><input name="add_tag" value="{{ r.add_tag or '' if r else '' }}" placeholder="—" style="width:120px"></div>
  </div>
{% endmacro %}

<section class="card" id="rules">
  <div class="card-header"><h2>{{ _("Rules") }}</h2>
    <span class="card-subtitle">{{ _("newest wins where two match") }}</span></div>
  <form method="post" class="form inline sec-form rule-form">
    <input type="hidden" name="action" value="add_rule">
    {{ rule_terms(none) }}
    <button type="submit">{{ _("Add the rule") }}</button>
  </form>
  <p class="sub">{{ _("The text is matched anywhere in the description or the counterparty, or in one of them; the amounts are sizes — 20 to 50 catches a payment of 30 whichever way it went, and the direction says which way. Blank means no limit. A rule applies to what is already imported as well as to what arrives next.") }} {{ _("A rule can also rename the counterparty — AMZN Mktp DE*2K3 becomes Amazon — set the kind, to mark a transfer between your own accounts, say, and add a tag; those three are applied on every sync, so they win over a correction by hand.") }}</p>
  {% if rules %}
  <div class="rule-list">
  {% for r in rules %}
    <form method="post" class="form inline sec-form rule-form is-existing">
      <input type="hidden" name="action" value="edit_rule">
      <input type="hidden" name="rule_id" value="{{ r.id }}">
      {{ rule_terms(r) }}
      <div class="rule-actions"><span class="sub nowrap">{{ d(r.created_at) }}</span>
        <button type="submit" class="btn-ghost">{{ _("Save") }}</button>
        <button type="submit" class="btn-danger" formaction="{{ url_for('categorize') }}" name="action" value="delete_rule">{{ _("Delete") }}</button></div>
    </form>
  {% endfor %}
  </div>
  {% endif %}
</section>
{% endblock %}