add ability to search posting/transaction by note/comment

Makefile

@@ -25,6 +25,9 @@ sample:
 publish:
 	nix develop --command bash -c 'mkdocs build'
 
+parser:
+	npm run parser-build-debug
+
 lint:
 	./node_modules/.bin/prettier --check src
 	npm run check

docs/reference/budget.md

@@ -40,7 +40,7 @@ can read more about [periodic expressions](https://ledger-cli.org/doc/ledger3.ht
     [bug](https://github.com/ledger/ledger/issues/1625) in the ledger-cli, so you can't use `~ in 2023/08/01`,
     instead you always have to specify some interval like `~ Monthly in 2023/08/01`.
 
-![Initial Budget](/images/budget-1.png)
+[Initial Budget](../images/budget-1.png)
 
 Now you can see that you will have 5k left in your checking account at
 the end of the month, if you spend as per your budget. Before you
@@ -79,7 +79,7 @@ Let's add some real transactions.
     Assets:Checking
 ```
 
-![Month end Budget](/images/budget-2.png)
+![Month end Budget](../images/budget-2.png)
 
 As the month progresses, you can see how much you have spent and how
 much you have left. You notice that you have overspent on transport
@@ -99,7 +99,7 @@ and clothing budget to 0
     Assets:Checking
 ```
 
-![Budget Deficit Fixed](/images/budget-3.png)
+![Budget Deficit Fixed](../images/budget-3.png)
 
 You can go back and adjust your budget anytime. Let's move on to the
 next month, assuming you haven't made any further transaction.
@@ -119,7 +119,7 @@ next month, assuming you haven't made any further transaction.
     Assets:Checking
 ```
 
-![Next month Budget](/images/budget-4.png)
+![Next month Budget](../images/budget-4.png)
 
 You can see a new element in the UI called Rollover[^1]. This is basically
 the amount you have budgeted last month, but haven't spent. This will

docs/reference/bulk-edit.md

@@ -54,7 +54,7 @@ insensitive search by using the modifier `i` like
 #### Property
 
 You can also search based on properties like account, commodity,
-amount, total, filename, payee and date.
+amount, total, filename, note, payee and date.
 
 ```
 account = Expenses:Utilities:Electricity
@@ -69,22 +69,23 @@ filename = creditcard/2023/jan.ledger
 The general format is `property operator value`. The property can be
 any of the following:
 
-- account (posting account)
-- commodity (posting commodity)
-- amount (posting amount)
-- total (transaction total)
-- filename (name of the file the transaction is in)
-- payee (transaction payee)
-- date (transaction date)
+- **account** - posting account
+- **commodity** - posting commodity
+- **amount** - posting amount
+- **total** - transaction total
+- **filename** - name of the file the transaction is in
+- **note** - posting or transaction note (comment)
+- **payee** - transaction payee
+- **date** - transaction date
 
 The operator can be any of the following:
 
-- = (equal)
-- =~ (regular expression match)
-- < (less than)
-- <= (less than or equal)
-- \> (greater than)
-- \>= (greater than or equal)
+- **=** equal
+- **=~** regular expression match
+- **<** less than
+- **<=** less than or equal
+- **\>** greater than
+- **\>=** greater than or equal
 
 Not all the combinations of property, operator and value would work,
 if in doubt, just try it out, the UI will show you an error if the

docs/reference/journal.md

@@ -74,13 +74,15 @@ is the per unit cost and `168.690` is the quantity you have bought.
 ##### Comment
 
 ```ledger
-; This is a comment
 2023/07/01 Rent
+    ; This is a transaction comment
     Expenses:Rent             15,000 INR
-    Assets:Checking
+    Assets:Checking   ; This is a posting comment
 ```
 
-Any text after `;` is treated as a comment
+Any text after `;` is treated as a comment. Comment can be at whole
+transaction level or individual posting level. Comment is also referred
+as **note** in many places, both are same.
 
 ##### Tags
 

docs/reference/ledger-cli.md

@@ -16,3 +16,28 @@ ledger_cli: hledger
 
 Paisa ships with ledger binary. If you use hledger or beancount, make
 sure that the binaries are installed.
+
+## Unavailable Features
+
+Some of the features that are available in Paisa are not supported
+by **hledger** and **beancount**
+
+### hledger
+
+* [Recurring](./recurring.md) (partial) - hledger supports automated transactions,
+  but it doesn't allow to add **only** metadata to transaction. So
+  some of the examples in the recurring section will not work with
+  hledger. It's possible to add metadata to transactions manually.
+
+
+### beancount
+
+* [Budget](./budget.md) - budget is based on periodic transactions that is no
+    supported by beancount.
+
+* [Recurring](./recurring.md) (partial) - beancount doesn't support automated
+  transactions. It's possible to add metadata to transactions
+  manually. Use lowercase for tag name.
+
+* Search filter in Transactions and Postings pages doesn't support note
+  [property](./bulk-edit.md#property).

internal/ledger/ledger.go

@@ -561,8 +561,10 @@ func execLedgerCommand(journalPath string, flags []string) ([]*posting.Posting,
 		LotCommodity
 		TagRecurring
 		TagPeriod
+		Note
+		TransactionNote
 	)
-	args := append(append([]string{"--args-only", "-f", journalPath}, flags...), "csv", "--csv-format", "%(quoted(date)),%(quoted(payee)),%(quoted(display_account)),%(quoted(commodity(scrub(display_amount)))),%(quoted(quantity(scrub(display_amount)))),%(quoted(quantity(scrub(market(amount,date,'"+config.DefaultCurrency()+"') * 100000000)))),%(quoted(xact.filename)),%(quoted(xact.id)),%(quoted(cleared ? \"*\" : (pending ? \"!\" : \"\"))),%(quoted(xact.beg_line)),%(quoted(xact.end_line)),%(quoted(quantity(lot_price(amount)))),%(quoted(commodity(lot_price(amount)))),%(quoted(tag('Recurring'))),%(quoted(tag('Period')))\n")
+	args := append(append([]string{"--args-only", "-f", journalPath}, flags...), "csv", "--csv-format", "%(quoted(date)),%(quoted(payee)),%(quoted(display_account)),%(quoted(commodity(scrub(display_amount)))),%(quoted(quantity(scrub(display_amount)))),%(quoted(quantity(scrub(market(amount,date,'"+config.DefaultCurrency()+"') * 100000000)))),%(quoted(xact.filename)),%(quoted(xact.id)),%(quoted(cleared ? \"*\" : (pending ? \"!\" : \"\"))),%(quoted(xact.beg_line)),%(quoted(xact.end_line)),%(quoted(quantity(lot_price(amount)))),%(quoted(commodity(lot_price(amount)))),%(quoted(tag('Recurring'))),%(quoted(tag('Period'))),%(quoted(note)),%(quoted(xact.note))\n")
 
 	ledgerPath, err := binary.LedgerBinaryPath()
 	if err != nil {
@@ -673,6 +675,12 @@ func execLedgerCommand(journalPath string, flags []string) ([]*posting.Posting,
 			tagPeriod = record[TagPeriod]
 		}
 
+		note := record[Note]
+		transactionNote := record[TransactionNote]
+		if transactionNote != "" {
+			note = utils.ReplaceLast(note, transactionNote, "")
+		}
+
 		posting := posting.Posting{
 			Date:                 date,
 			Payee:                record[Payee],
@@ -687,7 +695,9 @@ func execLedgerCommand(journalPath string, flags []string) ([]*posting.Posting,
 			TransactionBeginLine: transactionBeginLine,
 			TransactionEndLine:   transactionEndLine,
 			Forecast:             forecast,
-			FileName:             fileName}
+			FileName:             fileName,
+			Note:                 note,
+			TransactionNote:      transactionNote}
 		postings = append(postings, &posting)
 
 	}
@@ -717,6 +727,7 @@ func execHLedgerCommand(journalPath string, prices []price.Price, flags []string
 		Description string     `json:"tdescription"`
 		ID          int64      `json:"tindex"`
 		Status      string     `json:"tstatus"`
+		Comment     string     `json:"tcomment"`
 		Tags        [][]string `json:"ttags"`
 		TSourcePos  []struct {
 			SourceColumn uint64 `json:"sourceColumn"`
@@ -725,6 +736,7 @@ func execHLedgerCommand(journalPath string, prices []price.Price, flags []string
 		} `json:"tsourcepos"`
 		Postings []struct {
 			Account string     `json:"paccount"`
+			Comment string     `json:"pcomment"`
 			Tags    [][]string `json:"ptags"`
 			Amount  []struct {
 				Commodity string `json:"acommodity"`
@@ -849,7 +861,9 @@ func execHLedgerCommand(journalPath string, prices []price.Price, flags []string
 				TransactionBeginLine: t.TSourcePos[0].SourceLine,
 				TransactionEndLine:   t.TSourcePos[1].SourceLine,
 				Forecast:             forecast,
-				FileName:             fileName}
+				FileName:             fileName,
+				Note:                 p.Comment,
+				TransactionNote:      t.Comment}
 			postings = append(postings, &posting)
 
 		}

internal/model/posting/posting.go

@@ -39,6 +39,8 @@ type Posting struct {
 	TransactionEndLine   uint64          `json:"transaction_end_line"`
 	FileName             string          `json:"file_name"`
 	Forecast             bool            `json:"forecast"`
+	Note                 string          `json:"note"`
+	TransactionNote      string          `json:"transaction_note"`
 
 	MarketAmount decimal.Decimal `gorm:"-:all" json:"market_amount"`
 	Balance      decimal.Decimal `gorm:"-:all" json:"balance"`

internal/model/transaction/transaction.go

@@ -17,6 +17,7 @@ type Transaction struct {
 	BeginLine    uint64            `json:"beginLine"`
 	EndLine      uint64            `json:"endLine"`
 	FileName     string            `json:"fileName"`
+	Note         string            `json:"note"`
 }
 
 func Build(postings []posting.Posting) []Transaction {
@@ -43,6 +44,7 @@ func Build(postings []posting.Posting) []Transaction {
 			TagPeriod:    tagPeriod,
 			BeginLine:    sample.TransactionBeginLine,
 			EndLine:      sample.TransactionEndLine,
+			Note:         sample.TransactionNote,
 			FileName:     sample.FileName,
 		}
 	})

internal/utils/utils.go

@@ -255,3 +255,11 @@ func OpenDB() (*gorm.DB, error) {
 func Dos2Unix(str string) string {
 	return strings.ReplaceAll(str, "\r\n", "\n")
 }
+
+func ReplaceLast(haystack, needle, replacement string) string {
+	i := strings.LastIndex(haystack, needle)
+	if i == -1 {
+		return haystack
+	}
+	return haystack[:i] + replacement + haystack[i+len(needle):]
+}