420 lines
19 KiB
JavaScript
420 lines
19 KiB
JavaScript
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// Generated, do not edit. sha256:86d4e38921922eb14e5463ba3c4d6855cd2e5276d5295930d9126848cf48e05c
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import { t, localeTag } from '../i18n/index.js';
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import { serverFoutTekst } from '../data/_rpc.js';
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import { esc } from '../ui/escape.js';
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import * as dialog from '../ui/dialog.js';
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import { setPageHint } from '../ui/page-hint.js';
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import { getSettings, updateSettings } from '../data/preferences.js';
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import { firstPositionDate } from '../data/positions.js';
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import { switchPortfolio, reloadWhenBack, refreshActivePortfolio } from '../portfolio.js';
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import { backupDb, exportDb, restoreDb, startFresh } from './db-file.js';
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import { openPopover, closePopover } from '../ui/popover.js';
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import { expanders } from '../ui/expand.js';
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import { PLUS, CHEVRON } from '../ui/icons.js';
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import { currencyName } from '../ui/format.js';
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import { CONFIG, ENUMS } from '../../shared/config.js';
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import { counterText, limitFor, locked } from '../license.js';
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import { counterHtml } from '../ui/lock.js';
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import { baseCurrency } from '../app-settings.js';
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import { openSetup } from '../onboarding/setup.js';
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async function api(pad, body) {
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const opties = body
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? { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(body) }
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: {};
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const r = await fetch(pad, opties);
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if (r.status === 401) {
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location.replace(CONFIG.AUTH.LOGIN_PATH);
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throw new Error(t('common.sessionExpired'));
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}
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const uit = await r.json().catch(() => null);
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if (!r.ok) throw new Error(serverFoutTekst(uit) || `HTTP ${r.status}`);
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return uit;
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}
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const datum = (iso) => (iso ? new Date(iso).toLocaleDateString(localeTag()) : null);
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const DAG_MS = 24 * 60 * 60 * 1000;
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const backupTeOud = (iso) => !iso || Date.now() - new Date(iso).getTime() > CONFIG.BACKUP.REMIND_AFTER_DAYS * DAG_MS;
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function menuItems(p, { full, beheer }) {
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if (!beheer) return [];
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const kopie = p.heeftDatabase && !full ? [['kopieer', t('portfolios.copy')]] : [];
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return p.actief
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? [...kopie, ['exporteer', t('dbfile.export')], ['terugzetten', t('dbfile.import')], ['inrichten', t('setup.rerun')],
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['leeg', t('dbfile.fresh')]]
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: [...kopie, ['hernoem', t('portfolios.rename')], ['verwijder', t('portfolios.remove')]];
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}
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function feitHtml(label, waarde, { late = false } = {}) {
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return `<div class="pf-fact${late ? ' is-late' : ''}"><dt>${label}</dt><dd>${waarde}</dd></div>`;
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}
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const soortenVan = (telling, enumNaam) => ENUMS[enumNaam.toUpperCase()].filter(k => telling?.[k]);
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function perSoortHtml(label, telling, enumNaam, regels) {
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const getal = (n) => esc(Number(n).toLocaleString(localeTag()));
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const soorten = soortenVan(telling, enumNaam);
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const totaal = soorten.reduce((s, k) => s + telling[k], 0);
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const lijst = soorten.map(k => `<li><span>${esc(t(`enums.${enumNaam}.${k}`))}</span><span>${getal(telling[k])}</span></li>`).join('');
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return `<div class="pf-fact"><dt>${label}</dt><dd>${getal(totaal)}</dd>
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<ul class="pf-kinds" style="--pf-lines:${Number(regels) || 1}">${lijst}</ul></div>`;
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}
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function kaartHtml(p, { full, beheer, regels }) {
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const k = p.kerncijfers;
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const getal = (n) => esc(Number(n).toLocaleString(localeTag()));
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const sub = !p.heeftDatabase ? t('portfolios.noDatabase')
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: k && k.munt ? esc(k.eersteJaar ? t('portfolios.cardSince', { munt: k.munt, jaar: k.eersteJaar }) : k.munt)
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: '';
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const feiten = !k ? '' : `<dl class="pf-facts">
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${perSoortHtml(t('portfolios.factAssets'), k.assets, 'asset_kind', regels)}
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${perSoortHtml(t('portfolios.factAccounts'), k.accounts, 'account_kind', regels)}
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${feitHtml(t('portfolios.factEvents'), getal(k.boekingen))}
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${feitHtml(t('portfolios.factValuations'), getal(k.balansen))}
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${feitHtml(t('portfolios.factLastUsed'), esc(datum(p.laatstGebruikt) || t('portfolios.never')))}
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${beheer ? feitHtml(t('portfolios.factBackup'), esc(datum(k.laatsteBackup) || t('portfolios.backupNever')),
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{ late: backupTeOud(k.laatsteBackup) }) : '<div class="pf-fact"></div>'}
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</dl>`;
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const backupKlasse = k && backupTeOud(k.laatsteBackup) ? 'btn-primary' : 'btn-secondary';
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const hoofd = !p.actief
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? `<button class="btn btn-secondary btn-sm" data-actie="open" data-naam="${esc(p.naam)}">${t('portfolios.activate')}</button>`
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: `<button class="btn btn-secondary btn-sm" data-actie="instellingen" data-naam="${esc(p.naam)}">${t('portfolios.settingsButton')}</button>
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${beheer ? `<button class="btn ${backupKlasse} btn-sm" data-actie="backup">${t('dbfile.backup')}</button>` : ''}`;
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const menu = menuItems(p, { full, beheer }).length
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? `<button class="btn btn-ghost btn-sm pf-more" data-menu="${esc(p.naam)}" title="${esc(t('portfolios.more'))}" aria-label="${esc(t('portfolios.more'))}">…</button>`
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: '';
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return `<div class="card pf-card${p.actief ? ' is-open' : ''}">
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<div class="pf-head">
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<div class="pf-name">${esc(p.naam)}</div>
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${p.demo ? `<span class="badge">${t('portfolios.demoBadge')}</span>` : ''}
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${p.actief ? `<span class="badge badge-accent pf-head-end">${t('portfolios.openNow')}</span>` : ''}
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</div>
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<div class="pf-sub t-body-sm t-muted">${sub}</div>
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${feiten}
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<div class="pf-actions">${hoofd}${menu}</div>
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</div>`;
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}
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function archiefRijHtml(a) {
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return `<div class="flex gap-sm" style="align-items:center; flex-wrap:wrap">
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<div style="flex:1 1 12rem">
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<div class="t-body">${esc(a.naam)}</div>
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<div class="t-body-sm t-muted">${esc(datum(a.gearchiveerd) || '')}</div>
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</div>
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<button class="btn btn-danger btn-sm" data-actie="wis" data-naam="${esc(a.naam)}">${t('portfolios.purge')}</button>
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</div>`;
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}
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function authHtml(auth) {
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const stand = auth.bron === 'omgeving' ? t('portfolios.authEnv')
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: auth.ingesteld ? t('portfolios.authSet')
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: t('portfolios.authNone');
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const knoppen = auth.wijzigbaar
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? `<button class="btn btn-secondary btn-sm" data-actie="auth-zet">${t('portfolios.authChange')}</button>
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${auth.ingesteld ? `<button class="btn btn-ghost btn-sm" data-actie="auth-leeg">${t('portfolios.authClear')}</button>` : ''}`
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: '';
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const uitloggen = auth.ingesteld
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? `<button class="btn btn-ghost btn-sm" data-actie="auth-uit">${t('portfolios.authLogout')}</button>`
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: '';
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return `<div class="pf-blok">
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<div class="t-h4">${t('portfolios.authTitle')}</div>
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<div class="t-body-sm mt-sm">${stand}</div>
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<div class="flex gap-sm mt-md" style="flex-wrap:wrap">${knoppen}${uitloggen}</div>
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</div>`;
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}
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function startJaarHtml({ gekozen, eersteJaar, huidigJaar }) {
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const AUTO = CONFIG.START_YEAR.AUTO;
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let inhoud;
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if (eersteJaar == null) {
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inhoud = `<div class="t-body-sm mt-sm">${t('portfolios.startYearEmpty')}</div>`;
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} else {
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const eersteKolom = Math.min(Math.max(eersteJaar + 1, gekozen), huidigJaar);
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const stand = gekozen === AUTO
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? t('portfolios.startYearAutoState', { jaar: eersteKolom })
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: t('portfolios.startYearState', { jaar: eersteKolom, eerste: eersteJaar });
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const jaren = [];
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for (let y = eersteJaar; y <= huidigJaar; y++) jaren.push(y);
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if (gekozen !== AUTO && !jaren.includes(gekozen)) jaren.unshift(gekozen);
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const opties = [`<option value="${AUTO}"${gekozen === AUTO ? ' selected' : ''}>${t('portfolios.startYearAuto')}</option>`]
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.concat(jaren.map(y => `<option value="${y}"${y === gekozen ? ' selected' : ''}>${y}</option>`));
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inhoud = `<div class="t-body-sm mt-sm">${stand}</div>
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<div class="form-group mt-md" style="margin-bottom:0">
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<label class="form-label" for="startjaar">${t('portfolios.startYearLabel')}</label>
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<select class="input" id="startjaar" style="max-width:320px">${opties.join('')}</select>
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</div>`;
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}
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return `<div class="pf-blok">
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<div class="t-h4">${t('portfolios.startYearTitle')}</div>
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${inhoud}
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</div>`;
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}
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function rendementHtml({ gekozen }) {
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const opties = ENUMS.MWR_METHOD
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.map(m => `<option value="${m}"${m === gekozen ? ' selected' : ''}>${t(`portfolios.mwr_${m}`)}</option>`)
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.join('');
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return `<div class="pf-blok">
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<div class="t-h4">${t('portfolios.mwrTitle')}</div>
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<div class="form-group mt-sm" style="margin-bottom:0">
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<label class="form-label" for="mwrmethode">${t('portfolios.mwrLabel')}</label>
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<select class="input" id="mwrmethode" style="max-width:320px">${opties}</select>
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</div>
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</div>`;
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}
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async function instellingenHtml() {
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const [auth, instellingen, eerstePositie] = await Promise.all([
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api('/api/auth/status'), getSettings(), firstPositionDate(),
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]);
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return authHtml(auth) + startJaarHtml({
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gekozen: Number(instellingen.start_year) || CONFIG.START_YEAR.AUTO,
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eersteJaar: eerstePositie ? Number(eerstePositie.slice(0, 4)) : null,
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huidigJaar: new Date().getFullYear(),
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}) + rendementHtml({ gekozen: String(instellingen.mwr_method || 'dietz') });
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}
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async function openInstellingen(naam) {
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const html = await instellingenHtml();
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const klaar = dialog.detail({ title: t('portfolios.settingsOf', { naam }), html: `<div data-pf-settings>${html}</div>` });
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const host = document.querySelector('[data-pf-settings]');
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host?.closest('.dialog')?.classList.add('pf-settings-dialog');
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const ververs = async () => { if (host?.isConnected) host.innerHTML = await instellingenHtml(); };
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const fout = (e) => dialog.alert({ title: t('dialog.error'), message: e.message });
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if (host) {
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host.onclick = async (ev) => {
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const knop = ev.target.closest('[data-actie]');
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if (!knop) return;
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try {
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if (knop.dataset.actie === 'auth-zet' && await authZetten()) await ververs();
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if (knop.dataset.actie === 'auth-leeg' && await authLeegmaken()) await ververs();
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if (knop.dataset.actie === 'auth-uit') await uitloggen();
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} catch (e) { fout(e); }
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};
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host.onchange = async (ev) => {
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const veld = ev.target.matches('#mwrmethode') ? { mwr_method: ev.target.value }
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: ev.target.matches('#startjaar') ? { start_year: Number(ev.target.value) } : null;
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if (!veld) return;
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try {
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await updateSettings(veld);
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document.dispatchEvent(new Event('settings-changed'));
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await ververs();
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} catch (e) { fout(e); }
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};
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}
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await klaar;
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}
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export async function render(el) {
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const [overzicht, expand] = await Promise.all([
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api('/api/portfolios'), expanders('portfolios', { archive: false }),
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]);
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refreshActivePortfolio();
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const beheer = !locked('portfolios');
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const max = limitFor('portfolios');
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const eigen = overzicht.portefeuilles.filter(p => !p.demo).length;
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const full = max !== null && eigen >= max;
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const aangemaakt = p => p.kerncijfers?.aangemaakt || '';
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const lijst = [...overzicht.portefeuilles]
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.sort((a, b) => aangemaakt(a).localeCompare(aangemaakt(b)) || a.naam.localeCompare(b.naam, localeTag()));
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const regels = Math.max(1, ...lijst.map(p => Math.max(
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soortenVan(p.kerncijfers?.assets, 'asset_kind').length, soortenVan(p.kerncijfers?.accounts, 'account_kind').length)));
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const nieuwTegel = full
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? `<div class="pf-new is-full">${counterHtml(counterText('portfolios', eigen))}</div>`
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: `<div class="pf-new"><button class="btn btn-new pf-new-btn" data-actie="nieuw" title="${esc(t('portfolios.create'))}"
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aria-label="${esc(t('portfolios.create'))}">${PLUS}</button></div>`;
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const archief = beheer && overzicht.archief.length
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? `<details class="card pf-card pf-archive" ${expand.attr('archive')}>
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<summary><span class="chev-btn">${CHEVRON}</span><span>${t('portfolios.archiveTitle')}</span>
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<span class="badge pf-head-end">${overzicht.archief.length}</span></summary>
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<div class="pf-archive-list">${overzicht.archief.map(archiefRijHtml).join('')}</div>
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</details>`
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: '';
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el.innerHTML = `
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<div class="pf-grid${beheer ? '' : ' is-stacked'}">
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${lijst.map(p => kaartHtml(p, { full, beheer, regels })).join('')}
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${nieuwTegel}
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</div>
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${archief ? `<div class="pf-grid pf-grid-archive">${archief}</div>` : ''}`;
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expand.bind(el);
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const instellingenUitleg = [
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{ heading: t('portfolios.authTitle') }, t('portfolios.authHint'),
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{ heading: t('portfolios.startYearTitle') }, t('portfolios.startYearHint'),
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{ heading: t('portfolios.mwrTitle') },
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t('portfolios.mwrHint'), t('portfolios.mwrState_dietz'), t('portfolios.mwrState_irr'),
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];
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setPageHint(el, {
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title: t('portfolios.hintTitle'),
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rows: beheer ? [
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{ heading: t('portfolios.title') },
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t('portfolios.intro'), t('portfolios.createHint'), t('portfolios.createCurrencyHint'),
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{ heading: t('portfolios.backupTitle') }, t('dbfile.hint'), t('portfolios.backupLateHint', { dagen: CONFIG.BACKUP.REMIND_AFTER_DAYS }),
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...instellingenUitleg,
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{ heading: t('portfolios.archiveTitle') }, t('portfolios.archiveIntro'),
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] : [
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{ heading: t('portfolios.title') }, t('portfolios.intro'), t('portfolios.demoHint'),
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...instellingenUitleg,
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],
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});
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const opnieuw = () => render(el);
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const fout = (e) => dialog.alert({ title: t('dialog.error'), message: e.message });
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async function doe(actie, naam) {
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try {
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switch (actie) {
|
||
|
|
case 'open': await open(naam); break;
|
||
|
|
case 'nieuw': if (await nieuw()) await opnieuw(); break;
|
||
|
|
case 'kopieer': if (await kopieer(naam)) await opnieuw(); break;
|
||
|
|
case 'instellingen': await openInstellingen(naam); break;
|
||
|
|
case 'backup': if (await backupDb()) await opnieuw(); break;
|
||
|
|
case 'exporteer': await exportDb(); await opnieuw(); break;
|
||
|
|
case 'terugzetten': restoreDb(opnieuw); break;
|
||
|
|
case 'leeg': await startFresh(opnieuw); break;
|
||
|
|
case 'inrichten': await openSetup({ rerun: true }); await opnieuw(); break;
|
||
|
|
case 'hernoem': if (await hernoem(naam)) await opnieuw(); break;
|
||
|
|
case 'verwijder': if (await verwijder(naam)) await opnieuw(); break;
|
||
|
|
case 'wis': if (await wis(naam)) await opnieuw(); break;
|
||
|
|
}
|
||
|
|
} catch (e) { fout(e); }
|
||
|
|
}
|
||
|
|
|
||
|
|
function openMenu(knop) {
|
||
|
|
const p = lijst.find(x => x.naam === knop.dataset.menu);
|
||
|
|
if (!p) return;
|
||
|
|
const { el: pop, position } = openPopover(knop, { className: 'popover new-menu' });
|
||
|
|
pop.innerHTML = menuItems(p, { full, beheer }).map(([actie, label]) =>
|
||
|
|
`<button class="btn btn-ghost btn-sm new-menu-item" data-actie="${actie}">${esc(label)}</button>`).join('');
|
||
|
|
position();
|
||
|
|
pop.onclick = (ev) => {
|
||
|
|
const item = ev.target.closest('[data-actie]');
|
||
|
|
if (!item) return;
|
||
|
|
closePopover();
|
||
|
|
doe(item.dataset.actie, p.naam);
|
||
|
|
};
|
||
|
|
}
|
||
|
|
|
||
|
|
el.onclick = (ev) => {
|
||
|
|
const menuKnop = ev.target.closest('[data-menu]');
|
||
|
|
if (menuKnop) { openMenu(menuKnop); return; }
|
||
|
|
const knop = ev.target.closest('[data-actie]');
|
||
|
|
if (knop) doe(knop.dataset.actie, knop.dataset.naam);
|
||
|
|
};
|
||
|
|
}
|
||
|
|
|
||
|
|
async function open(naam) {
|
||
|
|
if (!await dialog.confirm({ message: t('portfolios.activateConfirm', { naam }) })) return;
|
||
|
|
const uit = await switchPortfolio(naam);
|
||
|
|
if (!uit.supervised) {
|
||
|
|
await dialog.alert({ message: t('portfolios.activateNoSupervisor', { naam }) });
|
||
|
|
return;
|
||
|
|
}
|
||
|
|
dialog.notice({ message: t('portfolios.activateWaiting') });
|
||
|
|
await reloadWhenBack();
|
||
|
|
}
|
||
|
|
|
||
|
|
async function nieuw() {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.create'),
|
||
|
|
fields: [
|
||
|
|
{ key: 'naam', label: t('portfolios.createName'), placeholder: t('portfolios.createNameHint') },
|
||
|
|
{
|
||
|
|
key: 'munt', label: t('portfolios.createCurrency'), type: 'select',
|
||
|
|
options: CONFIG.PORTFOLIO.BASE_CURRENCIES.map(code => ({ value: code, label: `${currencyName(code)} (${code})` })),
|
||
|
|
value: baseCurrency(),
|
||
|
|
},
|
||
|
|
],
|
||
|
|
confirmLabel: t('portfolios.createConfirm'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
const uit = await api('/api/portfolios/create', { naam: res.naam, kopieVan: null, baseCurrency: res.munt });
|
||
|
|
await dialog.alert({ message: t('portfolios.createDone', { naam: uit.naam }) });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function kopieer(bron) {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.copyTitle', { naam: bron }),
|
||
|
|
fields: [{ key: 'naam', label: t('portfolios.copyName'), placeholder: t('portfolios.createNameHint') }],
|
||
|
|
confirmLabel: t('portfolios.copyConfirm'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
const uit = await api('/api/portfolios/create', { naam: res.naam, kopieVan: bron, baseCurrency: null });
|
||
|
|
await dialog.alert({ message: t('portfolios.copyDone', { naam: uit.naam, bron }) });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function hernoem(naam) {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.rename'),
|
||
|
|
fields: [{ key: 'naar', label: t('portfolios.renameTo'), value: naam }],
|
||
|
|
confirmLabel: t('portfolios.rename'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
const uit = await api('/api/portfolios/rename', { van: naam, naar: res.naar });
|
||
|
|
await dialog.alert({ message: t('portfolios.renameDone', { naam: uit.naar }) });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function verwijder(naam) {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.remove'),
|
||
|
|
fields: [{ key: 'bevestiging', label: t('portfolios.removeConfirm', { naam }) }],
|
||
|
|
confirmLabel: t('portfolios.remove'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
if (res.bevestiging.trim() !== naam) {
|
||
|
|
await dialog.alert({ title: t('dialog.error'), message: t('portfolios.removeMismatch') });
|
||
|
|
return false;
|
||
|
|
}
|
||
|
|
await api('/api/portfolios/archive', { naam });
|
||
|
|
await dialog.alert({ message: t('portfolios.removeDone', { naam }) });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function wis(naam) {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.purge'),
|
||
|
|
fields: [{ key: 'bevestiging', label: t('portfolios.purgeConfirm', { naam }) }],
|
||
|
|
confirmLabel: t('portfolios.purge'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
if (res.bevestiging.trim() !== naam) {
|
||
|
|
await dialog.alert({ title: t('dialog.error'), message: t('portfolios.removeMismatch') });
|
||
|
|
return false;
|
||
|
|
}
|
||
|
|
await api('/api/portfolios/purge', { naam });
|
||
|
|
await dialog.alert({ message: t('portfolios.purgeDone', { naam }) });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function authZetten() {
|
||
|
|
const res = await dialog.form({
|
||
|
|
title: t('portfolios.authChange'),
|
||
|
|
fields: [{ key: 'password', label: t('portfolios.authPassword'), type: 'password' }],
|
||
|
|
confirmLabel: t('portfolios.authSave'),
|
||
|
|
});
|
||
|
|
if (!res) return false;
|
||
|
|
await api('/api/auth/set', { password: res.password });
|
||
|
|
await dialog.alert({ message: t('portfolios.authDone') });
|
||
|
|
return true;
|
||
|
|
}
|
||
|
|
|
||
|
|
async function uitloggen() {
|
||
|
|
if (!await dialog.confirm({ message: t('portfolios.authLogoutConfirm') })) return;
|
||
|
|
await api('/api/logout', {});
|
||
|
|
location.replace(CONFIG.AUTH.LOGIN_PATH);
|
||
|
|
}
|
||
|
|
|
||
|
|
async function authLeegmaken() {
|
||
|
|
if (!await dialog.confirm({ message: t('portfolios.authClearConfirm'), danger: true })) return false;
|
||
|
|
await api('/api/auth/clear', {});
|
||
|
|
await dialog.alert({ message: t('portfolios.authClearedDone') });
|
||
|
|
return true;
|
||
|
|
}
|