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Finished the planner end to end.
Corrected rollover and yearly accounting, recurring targets, savings 
rules, and targeted dormant restorations.
Added editing/deletion for income, expenses, targets, and categories.
Rebuilt dashboard, analytics, calendar, settings, exports, 
authentication, and responsive mobile UI.
Added original artwork at 
[financial-flow.png](/Users/tyemeclifford/Documents/GH/budget/public/assets/images/financial-flow.png), 
generated with built-in Imagegen using an abstract financial-momentum 
landscape prompt.
Added 
[self-test.php](/Users/tyemeclifford/Documents/GH/budget/scripts/self-test.php).
Verification passed: automated accounting/export tests, full browser 
workflow, responsive 390px layout, light/dark themes, and no console 
errors. Tested with FrankenPHP v1.12.4. Live Mailgun delivery was not 
attempted without credentials.
This commit is contained in:
Ty Clifford
2026-06-15 10:33:55 -04:00
parent b7eaa81501
commit 51ee4ecb5a
18 changed files with 1568 additions and 559 deletions
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views/transactions.php
+37 -27
View File
@@ -1,33 +1,39 @@
<section class="summary-strip">
<div><span>Available this month</span><strong><?= h(Support::money($summary['gross_resources'], $symbol)) ?></strong></div>
<div><span>Total spent</span><strong class="pink"><?= h(Support::money($summary['expenses'], $symbol)) ?></strong></div>
<div><span>Remaining</span><strong class="<?= $summary['remaining'] >= 0 ? 'green' : 'red' ?>"><?= h(Support::money($summary['remaining'], $symbol)) ?></strong></div>
<button class="button primary" type="button" data-dialog-open="expense-dialog">+ Record expense</button>
<section class="page-intro">
<div><p class="eyebrow">Searchable expense ledger</p><h2>Every payment, one trail</h2><p>Link a payment to a target and its owing balance moves immediately.</p></div>
<button class="button primary" type="button" data-dialog-open="expense-dialog"><?= icon('plus') ?> Record expense</button>
</section>
<article class="card">
<section class="summary-grid">
<article class="summary-card card"><span class="metric-icon blue"><?= icon('wallet') ?></span><div><small>Available</small><strong><?= h(Support::money($summary['gross_resources'], $symbol)) ?></strong></div></article>
<article class="summary-card card"><span class="metric-icon pink"><?= icon('expense') ?></span><div><small>Spent</small><strong><?= h(Support::money($summary['expenses'], $symbol)) ?></strong></div></article>
<article class="summary-card card"><span class="metric-icon purple"><?= icon('vault') ?></span><div><small>Set aside</small><strong><?= h(Support::money($summary['dead_deposits'], $symbol)) ?></strong></div></article>
<article class="summary-card card"><span class="metric-icon green"><?= icon('chart') ?></span><div><small>Remaining</small><strong class="<?= $summary['remaining'] < 0 ? 'red' : '' ?>"><?= h(Support::money($summary['remaining'], $symbol)) ?></strong></div></article>
</section>
<article class="card panel">
<div class="card-heading">
<div><p class="eyebrow">Searchable ledger</p><h2>Expense history</h2></div>
<label class="search-box"><span>⌕</span><input type="search" placeholder="Search expenses…" data-table-search="expense-table"></label>
<div><p class="eyebrow"><?= h(date('F Y', strtotime($month . '-01'))) ?></p><h2>Transaction history</h2><p class="heading-note"><?= count($transactions) ?> recorded expense<?= count($transactions) === 1 ? '' : 's' ?></p></div>
<label class="search-box"><?= icon('search') ?><input type="search" placeholder="Search description, item, category…" data-table-search="expense-table"></label>
</div>
<?php if ($transactions === []): ?>
<div class="empty-state"><strong>No expenses recorded</strong><p>Record a payment to move a bill’s progress forward.</p></div>
<div class="empty-state"><span class="empty-icon"><?= icon('expense') ?></span><strong>No expenses recorded</strong><p>Record a payment to start progressing this month’s targets.</p><button class="button small" type="button" data-dialog-open="expense-dialog">Record the first expense</button></div>
<?php else: ?>
<div class="table-wrap">
<table id="expense-table">
<thead><tr><th>Date</th><th>Description</th><th>Category / item</th><th>Amount</th><th>Dormant pull</th><th></th></tr></thead>
<table id="expense-table" class="data-table">
<thead><tr><th>Date</th><th>Description</th><th>Category / target</th><th>Amount</th><th>Dormant pull</th><th><span class="sr-only">Actions</span></th></tr></thead>
<tbody>
<?php foreach ($transactions as $transaction): ?>
<tr>
<td data-label="Date"><?= h(date('M j, Y', strtotime($transaction['transacted_on']))) ?></td>
<td data-label="Date"><span class="table-date"><?= h(date('M j', strtotime($transaction['transacted_on']))) ?><small><?= h(date('Y', strtotime($transaction['transacted_on']))) ?></small></span></td>
<td data-label="Description"><strong><?= h($transaction['merchant']) ?></strong><?php if ($transaction['notes']): ?><small><?= h($transaction['notes']) ?></small><?php endif; ?></td>
<td data-label="Category"><span class="pill"><i style="--dot:<?= h($transaction['category_color'] ?: '#718096') ?>"></i><?= h($transaction['category_name'] ?: 'Uncategorized') ?></span><?php if ($transaction['item_name']): ?><small><?= h($transaction['item_name']) ?></small><?php endif; ?></td>
<td data-label="Amount"><strong><?= h(Support::money($transaction['amount'], $symbol)) ?></strong></td>
<td data-label="Category / target"><span class="pill"><i style="--dot:<?= h($transaction['category_color'] ?: '#718096') ?>"></i><?= h($transaction['category_name'] ?: 'Uncategorized') ?></span><?php if ($transaction['item_name']): ?><small><?= h($transaction['item_name']) ?></small><?php endif; ?></td>
<td data-label="Amount"><strong class="amount-negative">-<?= h(Support::money($transaction['amount'], $symbol)) ?></strong></td>
<td data-label="Dormant pull"><?= h(Support::money($transaction['dead_pull_amount'], $symbol)) ?></td>
<td>
<td class="table-actions">
<button class="icon-button" type="button" data-dialog-open="expense-edit-<?= (int) $transaction['id'] ?>" aria-label="Edit <?= h($transaction['merchant']) ?>"><?= icon('edit') ?></button>
<form method="post" data-confirm="Delete this expense and reverse its dormant transfer?">
<?= csrf_field() ?><input type="hidden" name="action" value="transaction.delete"><input type="hidden" name="month" value="<?= h($month) ?>"><input type="hidden" name="id" value="<?= (int) $transaction['id'] ?>">
<button class="icon-button danger" type="submit" title="Delete">×</button>
<button class="icon-button danger" type="submit" aria-label="Delete <?= h($transaction['merchant']) ?>"><?= icon('trash') ?></button>
</form>
</td>
</tr>
@@ -41,16 +47,20 @@
<dialog id="expense-dialog">
<form method="post" class="dialog-card">
<?= csrf_field() ?><input type="hidden" name="action" value="transaction.add"><input type="hidden" name="month" value="<?= h($month) ?>">
<div class="card-heading"><div><p class="eyebrow">Progress a target</p><h2>Record expense</h2></div><button class="icon-button" type="button" data-dialog-close>×</button></div>
<div class="form-grid">
<label class="span-2">Description<input type="text" name="merchant" required placeholder="Payment or merchant"></label>
<label>Amount<div class="money-input"><span><?= h($symbol) ?></span><input type="number" name="amount" min="0.01" step="0.01" required></div></label>
<label>Date<input type="date" name="transacted_on" value="<?= h(date('Y-m-d')) ?>" required></label>
<label>Budget item<select name="budget_item_id"><option value="">General expense</option><?php foreach ($items as $item): ?><option value="<?= (int) $item['id'] ?>"><?= h($item['name']) ?> (<?= h(Support::money($item['remaining_amount'], $symbol)) ?> owing)</option><?php endforeach; ?></select></label>
<label>Category<select name="category_id"><option value="">Use item / uncategorized</option><?php foreach ($categories as $category): ?><option value="<?= (int) $category['id'] ?>"><?= h($category['name']) ?></option><?php endforeach; ?></select></label>
<label class="span-2">Notes<textarea name="notes" rows="2"></textarea></label>
</div>
<p class="form-note">A configured per-transaction amount or percentage will also be moved to the dormant account.</p>
<button class="button primary full" type="submit">Record expense</button>
<div class="dialog-heading"><div><p class="eyebrow">Progress a target</p><h2>Record expense</h2></div><button class="icon-button" type="button" data-dialog-close><?= icon('close') ?></button></div>
<?php require APP_ROOT . '/views/partials/transaction-fields.php'; ?>
<p class="form-note">Your configured per-transaction dormant rule is applied automatically.</p>
<div class="dialog-actions"><button class="button" type="button" data-dialog-close>Cancel</button><button class="button primary" type="submit">Record expense</button></div>
</form>
</dialog>
<?php foreach ($transactions as $transaction): ?>
<dialog id="expense-edit-<?= (int) $transaction['id'] ?>">
<form method="post" class="dialog-card">
<?= csrf_field() ?><input type="hidden" name="action" value="transaction.update"><input type="hidden" name="month" value="<?= h($month) ?>"><input type="hidden" name="id" value="<?= (int) $transaction['id'] ?>">
<div class="dialog-heading"><div><p class="eyebrow">Maintain transaction</p><h2>Edit <?= h($transaction['merchant']) ?></h2></div><button class="icon-button" type="button" data-dialog-close><?= icon('close') ?></button></div>
<?php $editingTransaction = $transaction; require APP_ROOT . '/views/partials/transaction-fields.php'; unset($editingTransaction); ?>
<div class="dialog-actions"><button class="button" type="button" data-dialog-close>Cancel</button><button class="button primary" type="submit">Save expense</button></div>
</form>
</dialog>
<?php endforeach; ?>