feat(display): limit /adults and /juniors to last N months by default #38
16
app.py
16
app.py
@@ -19,7 +19,7 @@ sys.path.append(str(scripts_dir))
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from config import (
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from config import (
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ATTENDANCE_SHEET_ID, PAYMENTS_SHEET_ID, JUNIOR_SHEET_GID,
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ATTENDANCE_SHEET_ID, PAYMENTS_SHEET_ID, JUNIOR_SHEET_GID,
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BANK_ACCOUNT, CREDENTIALS_PATH,
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BANK_ACCOUNT, CREDENTIALS_PATH, MONTHS_TO_SHOW,
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)
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)
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from attendance import get_members_with_fees, get_junior_members_with_fees
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from attendance import get_members_with_fees, get_junior_members_with_fees
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from match_payments import reconcile, fetch_sheet_data, fetch_exceptions
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from match_payments import reconcile, fetch_sheet_data, fetch_exceptions
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@@ -33,6 +33,12 @@ from cache_utils import get_sheet_modified_time, read_cache, write_cache, _LAST_
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from sync_fio_to_sheets import sync_to_sheets
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from sync_fio_to_sheets import sync_to_sheets
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from infer_payments import infer_payments
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from infer_payments import infer_payments
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def _last_n_months(months):
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"""Return the last MONTHS_TO_SHOW months; 0 means show all."""
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return months[-MONTHS_TO_SHOW:] if MONTHS_TO_SHOW > 0 else months
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def get_cached_data(cache_key, sheet_id, fetch_func, *args, serialize=None, deserialize=None, **kwargs):
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def get_cached_data(cache_key, sheet_id, fetch_func, *args, serialize=None, deserialize=None, **kwargs):
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mod_time = get_sheet_modified_time(cache_key)
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mod_time = get_sheet_modified_time(cache_key)
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if mod_time:
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if mod_time:
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@@ -175,7 +181,7 @@ def api_adults():
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)
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)
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result = reconcile(members, sorted_months, transactions, exceptions)
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result = reconcile(members, sorted_months, transactions, exceptions)
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vm = build_adults_view_model(
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vm = build_adults_view_model(
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members, sorted_months, result, transactions,
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members, _last_n_months(sorted_months), result, transactions,
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datetime.now().strftime("%Y-%m"),
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datetime.now().strftime("%Y-%m"),
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attendance_url=attendance_url, payments_url=payments_url, bank_account=BANK_ACCOUNT,
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attendance_url=attendance_url, payments_url=payments_url, bank_account=BANK_ACCOUNT,
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)
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)
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@@ -199,7 +205,7 @@ def api_juniors():
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adapted_members = adapt_junior_members(junior_members)
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adapted_members = adapt_junior_members(junior_members)
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result = reconcile(adapted_members, sorted_months, transactions, exceptions)
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result = reconcile(adapted_members, sorted_months, transactions, exceptions)
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vm = build_juniors_view_model(
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vm = build_juniors_view_model(
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junior_members, adapted_members, sorted_months, result, transactions,
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junior_members, adapted_members, _last_n_months(sorted_months), result, transactions,
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datetime.now().strftime("%Y-%m"),
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datetime.now().strftime("%Y-%m"),
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attendance_url=attendance_url, payments_url=payments_url, bank_account=BANK_ACCOUNT,
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attendance_url=attendance_url, payments_url=payments_url, bank_account=BANK_ACCOUNT,
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)
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)
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@@ -248,7 +254,7 @@ def adults_view():
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record_step("reconcile")
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record_step("reconcile")
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vm = build_adults_view_model(
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vm = build_adults_view_model(
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members, sorted_months, result, transactions,
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members, _last_n_months(sorted_months), result, transactions,
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datetime.now().strftime("%Y-%m"),
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datetime.now().strftime("%Y-%m"),
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attendance_url=attendance_url,
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attendance_url=attendance_url,
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payments_url=payments_url,
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payments_url=payments_url,
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@@ -284,7 +290,7 @@ def juniors_view():
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record_step("reconcile")
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record_step("reconcile")
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vm = build_juniors_view_model(
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vm = build_juniors_view_model(
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junior_members, adapted_members, sorted_months, result, transactions,
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junior_members, adapted_members, _last_n_months(sorted_months), result, transactions,
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datetime.now().strftime("%Y-%m"),
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datetime.now().strftime("%Y-%m"),
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attendance_url=attendance_url,
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attendance_url=attendance_url,
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payments_url=payments_url,
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payments_url=payments_url,
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146
docs/plans/2026-06-08-1118-months-to-show.md
Normal file
146
docs/plans/2026-06-08-1118-months-to-show.md
Normal file
@@ -0,0 +1,146 @@
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# Plan: Limit /adults and /juniors to last N months (default 5)
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## Context
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The `/adults` and `/juniors` dashboard tables render one column per month of
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attendance/fee history. As the season accumulates months, the tables grow wider
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than the screen. The goal is to show only the **last N months** by default
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(N = 5), with N configurable via an env var, so the tables fit on screen. This
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must be implemented in **both** the Python/Flask version and the Go version,
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keeping their behavior identical.
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### Key correctness requirement
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Member **balances, credits, and debts** must continue to reflect *all* history,
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not just the visible window. Hiding older columns must not hide older debt.
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This is naturally satisfied because in both codebases the balance math iterates
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over the full per-member month map produced by reconcile, while only the
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*column rendering* iterates over the passed-in month list:
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- Python `scripts/views.py`: `settled_balance` / `_settled_balance` /
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credits / debts loop over `data["months"].items()` (full), whereas columns,
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totals, and per-row cells loop over `sorted_months`.
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- Go `build_adults.go` / `build_juniors.go`: `settledBalance(mr, ...)` loops
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over `mr.Months` (full); columns/totals/cells loop over `sortedMonths`.
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Therefore the correct seam is: run `reconcile()` / `Reconcile()` on the **full**
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month list, then trim the list to the last N **only for the view-model builder**.
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The member-details modal also keeps full history because it reads the untrimmed
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`member_data` / `MemberData`.
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## Approach
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Add a `MONTHS_TO_SHOW` tunable (default 5; `<= 0` means "show all" as an escape
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hatch). Trim `sorted_months`/`sortedMonths` to the last N immediately before the
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view-model builder, leaving reconcile on the full list.
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### Python
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1. **`scripts/config.py`** — add, next to the existing `CACHE_TTL_SECONDS`
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pattern (`int(os.environ.get(...))`):
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```python
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MONTHS_TO_SHOW = int(os.environ.get("MONTHS_TO_SHOW", 5))
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```
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2. **`app.py`** — add a small helper (module-level) and apply it in all four
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routes that build the adults/juniors view models:
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```python
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from config import MONTHS_TO_SHOW # add to existing config import
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def _last_n_months(months):
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return months[-MONTHS_TO_SHOW:] if MONTHS_TO_SHOW > 0 else months
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```
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In each route, keep `reconcile(members, sorted_months, ...)` on the full
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list, then pass the trimmed list to the builder:
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```python
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result = reconcile(members, sorted_months, transactions, exceptions)
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display_months = _last_n_months(sorted_months)
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vm = build_adults_view_model(members, display_months, result, ...)
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```
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Apply to: `adults_view()` (~`app.py:226`), `juniors_view()` (~`app.py:260`),
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and the JSON twins `/api/adults` (~`app.py:161`) and `/api/juniors`
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(~`app.py:184`) for parity.
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No changes to `scripts/views.py` — it already derives `months`,
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`raw_months`, `totals`, and per-row `row.months` from whatever month list it
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receives, and balances/credits/debts from the full `result`.
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### Go
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1. **`go/internal/config/config.go`** — add `MonthsToShow int` to the `Config`
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struct (~line 57-67), populate it in `Load()` (~line 80-90) with a new
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integer helper modeled on `envDuration`:
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```go
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func envInt(key string, fallback int) int {
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if v := os.Getenv(key); v != "" {
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if n, err := strconv.Atoi(v); err == nil {
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return n
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}
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}
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return fallback
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}
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```
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```go
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MonthsToShow: envInt("MONTHS_TO_SHOW", 5),
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```
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(Note: unlike `envDuration`, accept `<= 0` so it can mean "show all".)
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2. **`go/internal/web/api/handler.go`** — in `AssembleAdults`
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(lines 50-57) and `AssembleJuniors` (lines 71-78), keep `Reconcile` on the
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full `sortedMonths`, then trim before the builder:
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```go
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result := domreconcile.Reconcile(members, sortedMonths, txns, exceptions, time.Now().Year())
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displayMonths := lastNMonths(sortedMonths, h.Config.MonthsToShow)
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return buildAdultsResponse(members, displayMonths, result, txns, h.Config, time.Now().Format("2006-01")), nil
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```
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Add a small helper (e.g. in handler.go):
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```go
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func lastNMonths(months []string, n int) []string {
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if n > 0 && len(months) > n {
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return months[len(months)-n:]
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}
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return months
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}
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```
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No changes to `build_adults.go` / `build_juniors.go` or the templates — they
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already derive `Months`, `RawMonths`, `Totals`, and per-row cells from the
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passed-in `sortedMonths`, and balances/credits/debts from the full
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`result.Members[...]`.
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## Critical files
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- `scripts/config.py` — new `MONTHS_TO_SHOW` constant.
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- `app.py` — trim helper + apply in 4 routes (HTML + JSON, adults + juniors).
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- `go/internal/config/config.go` — `MonthsToShow` field + `envInt` helper.
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- `go/internal/web/api/handler.go` — `lastNMonths` helper + apply in
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`AssembleAdults` / `AssembleJuniors`.
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No template or `views.py` / `build_*.go` changes required.
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## Verification
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Python:
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- `make test` (and a targeted run, e.g.
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`PYTHONPATH=scripts:. python -m unittest tests.test_app`).
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- `make web`, open `/adults` and `/juniors`: confirm exactly 5 month columns by
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default, and that the **Balance** column / credits / debts are unchanged from
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before (compare against an untrimmed run, e.g. `MONTHS_TO_SHOW=0`).
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- `MONTHS_TO_SHOW=3 make web` → 3 columns; `MONTHS_TO_SHOW=0` → all columns.
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- Spot-check that the month-range filter dropdowns and a member-details modal
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(full history) still work.
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Go:
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- `cd go && go build ./... && go test ./...`.
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- Run the Go server, open `/adults` and `/juniors`: same checks as above
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(default 5 columns, balances unchanged, `MONTHS_TO_SHOW` env override works).
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- Confirm Python and Go render the same number of columns and identical
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balances for the same data.
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## Housekeeping
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- Per `CLAUDE.md`, copy this plan to
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`docs/plans/YYYY-MM-DD-HHMM-months-to-show.md` during implementation (create
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`docs/plans/` if missing) and add a `CHANGELOG.md` entry once verified.
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- Per `CLAUDE.md`, this is a feature → do it on a `feat/months-to-show` branch
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and open a Gitea MR with `tea`; do not commit to `main`.
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@@ -64,6 +64,7 @@ type Config struct {
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DriveTimeout time.Duration
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DriveTimeout time.Duration
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LogLevel string
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LogLevel string
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ServerAddr string
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ServerAddr string
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MonthsToShow int // show last N month columns; 0 means show all
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}
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}
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// Load reads configuration from the environment, applying defaults that
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// Load reads configuration from the environment, applying defaults that
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@@ -87,6 +88,7 @@ func Load() Config {
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DriveTimeout: envDuration("DRIVE_TIMEOUT_SECONDS", 10),
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DriveTimeout: envDuration("DRIVE_TIMEOUT_SECONDS", 10),
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LogLevel: env("LOG_LEVEL", "INFO"),
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LogLevel: env("LOG_LEVEL", "INFO"),
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ServerAddr: env("SERVER_ADDR", ":8080"),
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ServerAddr: env("SERVER_ADDR", ":8080"),
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MonthsToShow: envInt("MONTHS_TO_SHOW", 5),
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}
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}
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}
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}
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@@ -121,3 +123,12 @@ func envDuration(key string, defaultSeconds int) time.Duration {
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}
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}
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return time.Duration(defaultSeconds) * time.Second
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return time.Duration(defaultSeconds) * time.Second
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}
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}
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func envInt(key string, fallback int) int {
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if v := os.Getenv(key); v != "" {
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if n, err := strconv.Atoi(v); err == nil {
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return n
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}
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}
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return fallback
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}
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@@ -53,7 +53,7 @@ func (h *Handler) AssembleAdults(ctx context.Context) (AdultsResponse, error) {
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return AdultsResponse{}, err
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return AdultsResponse{}, err
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}
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}
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result := domreconcile.Reconcile(members, sortedMonths, txns, exceptions, time.Now().Year())
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result := domreconcile.Reconcile(members, sortedMonths, txns, exceptions, time.Now().Year())
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return buildAdultsResponse(members, sortedMonths, result, txns, h.Config, time.Now().Format("2006-01")), nil
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return buildAdultsResponse(members, lastNMonths(sortedMonths, h.Config.MonthsToShow), result, txns, h.Config, time.Now().Format("2006-01")), nil
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}
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}
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// ServeJuniors handles GET /api/juniors.
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// ServeJuniors handles GET /api/juniors.
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@@ -74,7 +74,16 @@ func (h *Handler) AssembleJuniors(ctx context.Context) (JuniorsResponse, error)
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return JuniorsResponse{}, err
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return JuniorsResponse{}, err
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}
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}
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result := domreconcile.Reconcile(members, sortedMonths, txns, exceptions, time.Now().Year())
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result := domreconcile.Reconcile(members, sortedMonths, txns, exceptions, time.Now().Year())
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return buildJuniorsResponse(members, sortedMonths, result, txns, h.Config, time.Now().Format("2006-01")), nil
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return buildJuniorsResponse(members, lastNMonths(sortedMonths, h.Config.MonthsToShow), result, txns, h.Config, time.Now().Format("2006-01")), nil
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}
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// lastNMonths returns the last n elements of months.
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// If n <= 0 or n >= len(months), the full slice is returned unchanged.
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func lastNMonths(months []string, n int) []string {
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if n > 0 && len(months) > n {
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return months[len(months)-n:]
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}
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return months
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}
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}
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// ServePayments handles GET /api/payments.
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// ServePayments handles GET /api/payments.
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@@ -40,6 +40,9 @@ DRIVE_TIMEOUT = 10 # seconds
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CACHE_TTL_SECONDS = int(os.environ.get("CACHE_TTL_SECONDS", 300)) # 5 min default
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CACHE_TTL_SECONDS = int(os.environ.get("CACHE_TTL_SECONDS", 300)) # 5 min default
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CACHE_API_CHECK_TTL_SECONDS = int(os.environ.get("CACHE_API_CHECK_TTL_SECONDS", 300)) # 5 min default
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CACHE_API_CHECK_TTL_SECONDS = int(os.environ.get("CACHE_API_CHECK_TTL_SECONDS", 300)) # 5 min default
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# Display settings
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MONTHS_TO_SHOW = int(os.environ.get("MONTHS_TO_SHOW", 5)) # show last N months; 0 = show all
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# Maps cache keys to their source sheet IDs (used by cache_utils)
|
# Maps cache keys to their source sheet IDs (used by cache_utils)
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CACHE_SHEET_MAP = {
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CACHE_SHEET_MAP = {
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"attendance_regular": ATTENDANCE_SHEET_ID,
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"attendance_regular": ATTENDANCE_SHEET_ID,
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Reference in New Issue
Block a user