From: Christian Heller
Date: Mon, 8 Jan 2024 07:18:30 +0000 (+0100)
Subject: Improve accounting scripts.
X-Git-Url: https://plomlompom.com/repos/%7B%7Bdb.prefix%7D%7D/%7B%7B%20web_path%20%7D%7D/%7B%7Bprefix%7D%7D/process_titles?a=commitdiff_plain;h=8822ee7e3069193162469438bb54ee4629e1ae19;p=misc
Improve accounting scripts.
---
diff --git a/ledger.py b/ledger.py
index 0ef3d44..aa295d2 100755
--- a/ledger.py
+++ b/ledger.py
@@ -1,410 +1,779 @@
import os
-import jinja2
import decimal
from datetime import datetime, timedelta
from urllib.parse import parse_qs, urlparse
+from jinja2 import Environment as JinjaEnv, FileSystemLoader as JinjaFSLoader
from plomlib import PlomDB, PlomException, run_server, PlomHandler
-server_port = 8082
db_path = '/home/plom/org/ledger2024.dat'
+server_port = 8082
+j2env = JinjaEnv(loader=JinjaFSLoader('ledger_templates'))
-html_head = """
-
-
-ledger
-balance
-add free
-add structured
-
-"""
-booking_html = """
-{{date}} {{desc}}
-[edit: structured
-/ free
-| copy:structured
-/ free
-| move {% if move_up %}up{% else %}up{% endif %}/{% if move_down %}down{% else %}down{% endif %}
-| balance after
-]
-
-{% for l in booking_lines %}
-{% if l.acc %}
-{{l.acc|e}} | {{l.money|e}} |
-{% else %}
- |
-{% endif %}
-{% endfor %}
-
-"""
-add_form_header = """
-"""
-add_free_html = """
-
-"""
-add_structured_html = """
-
-
-
-
-
-
-
-
-
-
-
-
-
-{% for line in booking_lines %}
-
-
-
-
-
-
-
-
-{% endfor %}
-{% for name, items in datalist_sets.items() %}
-
-{% endfor %}
-"""
-
-
-def apply_booking_to_account_balances(account_sums, account, currency, amount):
- if not account in account_sums:
- account_sums[account] = {currency: amount}
- elif not currency in account_sums[account].keys():
- account_sums[account][currency] = amount
- else:
- account_sums[account][currency] += amount
-
-
-def bookings_to_account_tree(bookings):
- account_sums = {}
- for booking in bookings:
- for account, changes in booking.account_changes.items():
- for currency, amount in changes.items():
- apply_booking_to_account_balances(account_sums, account, currency, amount)
- account_tree = {}
- def collect_branches(account_name, path):
- node = account_tree
- path_copy = path[:]
- while len(path_copy) > 0:
- step = path_copy.pop(0)
- node = node[step]
- toks = account_name.split(":", maxsplit=1)
- parent = toks[0]
- if parent in node.keys():
- child = node[parent]
- else:
- child = {}
- node[parent] = child
- if len(toks) == 2:
- k, v = collect_branches(toks[1], path + [parent])
- if k not in child.keys():
- child[k] = v
- else:
- child[k].update(v)
- return parent, child
- for account_name in sorted(account_sums.keys()):
- k, v = collect_branches(account_name, [])
- if k not in account_tree.keys():
- account_tree[k] = v
+class EditableException(PlomException):
+ def __init__(self, booking_index, *args, **kwargs):
+ self.booking_index = booking_index
+ super().__init__(*args, **kwargs)
+
+
+# html_head = """
+#
+#
+# ledger
+# ledger2
+# balance
+# balance2
+# add free
+# add structured
+# add
+#
+# """
+# booking_html = """
+# {{date}} {{desc}}
+# [edit: structured
+# / free
+# | copy:structured
+# / free
+# | move {% if move_up %}up{% else %}up{% endif %}/{% if move_down %}down{% else %}down{% endif %}
+# | balance after
+# ]
+#
+# {% for l in booking_lines %}
+# {% if l.acc %}
+# {{l.acc|e}} | {{l.money|e}} |
+# {% else %}
+# |
+# {% endif %}
+# {% endfor %}
+#
+# """
+# add_form_header = """
+# """
+# add_free_html = """
+#
+# """
+# add_structured_html = """
+#
+#
+#
+#
+#
+#
+#
+#
+#
+#
+#
+#
+#
+# {% for line in booking_lines %}
+#
+#
+#
+#
+#
+#
+#
+#
+# {% endfor %}
+# {% for name, items in datalist_sets.items() %}
+#
+# {% endfor %}
+# """
+
+
+class Wealth:
+
+ def __init__(self):
+ self.money_dict = {}
+
+ def add_money_dict(self, moneys):
+ for currency, amount in moneys.items():
+ if not currency in self.money_dict.keys():
+ self.money_dict[currency] = 0
+ self.money_dict[currency] += amount
+
+ def add_wealth(self, moneys):
+ self.add_money_dict(moneys.money_dict)
+
+ @property
+ def as_sink_dict(self):
+ sink = {}
+ for currency, amount in self.money_dict.items():
+ if 0 == amount:
+ continue
+ sink[currency] = -amount
+ return sink
+
+
+class Account:
+
+ def __init__(self, own_name, parent):
+ self.own_name = own_name
+ self.parent = parent
+ if self.parent:
+ self.parent.children += [self]
+ self.own_moneys = Wealth()
+ self.children = []
+
+ def add_wealth(self, moneys):
+ self.own_moneys.add_wealth(moneys)
+
+ @property
+ def full_name(self):
+ if self.parent and len(self.parent.own_name) > 0:
+ return f'{self.parent.full_name}:{self.own_name}'
else:
- account_tree[k].update(v)
- def collect_totals(parent_path, tree_node):
- for k, v in tree_node.items():
- child_path = parent_path + ":" + k
- for currency, amount in collect_totals(child_path, v).items():
- apply_booking_to_account_balances(account_sums, parent_path, currency, amount)
- return account_sums[parent_path]
- for account_name in account_tree.keys():
- account_sums[account_name] = collect_totals(account_name, account_tree[account_name])
- return account_tree, account_sums
-
-
-def parse_lines(lines, validate_bookings=True):
+ return self.own_name
+
+ @property
+ def full_moneys(self):
+ full_moneys = Wealth()
+ full_moneys.add_wealth(self.own_moneys)
+ for child in self.children:
+ full_moneys.add_wealth(child.full_moneys)
+ return full_moneys
+
+
+# def apply_booking_to_account_balances(account_sums, account, currency, amount):
+# if not account in account_sums:
+# account_sums[account] = {currency: amount}
+# elif not currency in account_sums[account].keys():
+# account_sums[account][currency] = amount
+# else:
+# account_sums[account][currency] += amount
+#
+#
+# def bookings_to_account_tree(bookings):
+# account_sums = {}
+# for booking in bookings:
+# for account, changes in booking.account_changes.items():
+# for currency, amount in changes.items():
+# apply_booking_to_account_balances(account_sums, account, currency, amount)
+# account_tree = {}
+# def collect_branches(account_name, path):
+# node = account_tree
+# path_copy = path[:]
+# while len(path_copy) > 0:
+# step = path_copy.pop(0)
+# node = node[step]
+# toks = account_name.split(":", maxsplit=1)
+# parent = toks[0]
+# if parent in node.keys():
+# child = node[parent]
+# else:
+# child = {}
+# node[parent] = child
+# if len(toks) == 2:
+# k, v = collect_branches(toks[1], path + [parent])
+# if k not in child.keys():
+# child[k] = v
+# else:
+# child[k].update(v)
+# return parent, child
+# for account_name in sorted(account_sums.keys()):
+# k, v = collect_branches(account_name, [])
+# if k not in account_tree.keys():
+# account_tree[k] = v
+# else:
+# account_tree[k].update(v)
+# def collect_totals(parent_path, tree_node):
+# for k, v in tree_node.items():
+# child_path = parent_path + ":" + k
+# for currency, amount in collect_totals(child_path, v).items():
+# apply_booking_to_account_balances(account_sums, parent_path, currency, amount)
+# return account_sums[parent_path]
+# for account_name in account_tree.keys():
+# account_sums[account_name] = collect_totals(account_name, account_tree[account_name])
+# return account_tree, account_sums
+
+
+def parse_lines2(lines, ignore_editable_exceptions=False):
+ lines = lines.copy() + [''] # to simulate ending of last booking
+ bookings = []
inside_booking = False
- date_string, description = None, None
booking_lines = []
- start_line = 0
- bookings = []
- comments = []
- lines = lines.copy() + [''] # to ensure a booking-ending last line
- last_date = ''
+ booking_start_i = 0
+ last_date = ''
for i, line in enumerate(lines):
- prefix = f"line {i}"
- # we start with the case of an utterly empty line
- comments += [""]
+ intro = f'file line {i}'
stripped_line = line.rstrip()
if stripped_line == '':
if inside_booking:
- # assume we finished a booking, finalize, and commit to DB
- if len(booking_lines) < 2:
- raise PlomException(f"{prefix} booking ends to early")
- booking = Booking(date_string, description, booking_lines, start_line, validate_bookings)
+ booking = Booking(lines=booking_lines, starts_at=booking_start_i)
+ if last_date > booking.date and not ignore_editable_exceptions:
+ raise EditableException(len(bookings), f'{intro}: out-of-order date (follows {last_date})')
+ last_date = booking.date
bookings += [booking]
- # expect new booking to follow so re-zeroall booking data
- inside_booking = False
- date_string, description = None, None
- booking_lines = []
- continue
- # if non-empty line, first get comment if any, and commit to DB
- split_by_comment = stripped_line.split(sep=";", maxsplit=1)
- if len(split_by_comment) == 2:
- comments[i] = split_by_comment[1].lstrip()
- # if pre-comment empty: if inside_booking, this must be a comment-only line so we keep it for later ledger-output to capture those comments; otherwise, no more to process for this line
- non_comment = split_by_comment[0].rstrip()
- if non_comment.rstrip() == '':
- if inside_booking:
- booking_lines += ['']
- continue
- # if we're starting a booking, parse by first-line pattern
- if not inside_booking:
- start_line = i
- toks = non_comment.split(maxsplit=1)
- date_string = toks[0]
- try:
- datetime.strptime(date_string, '%Y-%m-%d')
- except ValueError:
- raise PlomException(f"{prefix} bad date string: {date_string}")
- if last_date > date_string:
- raise PlomException(f"{prefix} out-of-order-date")
- last_date = date_string
- try:
- description = toks[1]
- except IndexError:
- raise PlomException(f"{prefix} bad description: {description}")
+ inside_booking =False
+ booking_lines = []
+ else:
+ if not inside_booking:
+ booking_start_i = i
inside_booking = True
- booking_lines += [non_comment]
- continue
- # otherwise, read as transfer data
- toks = non_comment.split() # ignore specification's allowance of single spaces in names
- if len(toks) > 3:
- raise PlomException(f"{prefix} too many booking line tokens: {toks}")
- amount, currency = None, None
- account_name = toks[0]
- if account_name[0] == '[' and account_name[-1] == ']':
- # ignore specification's differentiation of "virtual" accounts
- account_name = account_name[1:-1]
- decimal_chars = ".-0123456789"
- if len(toks) == 3:
- i_currency = 1
- try:
- amount = decimal.Decimal(toks[1])
- i_currency = 2
- except decimal.InvalidOperation:
+ booking_lines += [line]
+ if inside_booking:
+ raise PlomException(f'{intro}: last booking unfinished')
+ return bookings
+
+
+# def parse_lines(lines, validate_bookings=True):
+# inside_booking = False
+# date_string, description = None, None
+# booking_lines = []
+# start_line = 0
+# bookings = []
+# comments = []
+# lines = lines.copy() + [''] # to ensure a booking-ending last line
+# last_date = ''
+# for i, line in enumerate(lines):
+# prefix = f"line {i}"
+# # we start with the case of an utterly empty line
+# comments += [""]
+# stripped_line = line.rstrip()
+# if stripped_line == '':
+# if inside_booking:
+# # assume we finished a booking, finalize, and commit to DB
+# if len(booking_lines) < 2:
+# raise PlomException(f"{prefix} booking ends to early")
+# booking = Booking(date_string, description, booking_lines, start_line, validate_bookings)
+# bookings += [booking]
+# # expect new booking to follow so re-zeroall booking data
+# inside_booking = False
+# date_string, description = None, None
+# booking_lines = []
+# continue
+# # if non-empty line, first get comment if any, and commit to DB
+# split_by_comment = stripped_line.split(sep=";", maxsplit=1)
+# if len(split_by_comment) == 2:
+# comments[i] = split_by_comment[1].lstrip()
+# # if pre-comment empty: if inside_booking, this must be a comment-only line so we keep it for later ledger-output to capture those comments; otherwise, no more to process for this line
+# non_comment = split_by_comment[0].rstrip()
+# if non_comment.rstrip() == '':
+# if inside_booking:
+# booking_lines += ['']
+# continue
+# # if we're starting a booking, parse by first-line pattern
+# if not inside_booking:
+# start_line = i
+# toks = non_comment.split(maxsplit=1)
+# date_string = toks[0]
+# try:
+# datetime.strptime(date_string, '%Y-%m-%d')
+# except ValueError:
+# raise PlomException(f"{prefix} bad date string: {date_string}")
+# # if last_date > date_string:
+# # raise PlomException(f"{prefix} out-of-order-date")
+# last_date = date_string
+# try:
+# description = toks[1]
+# except IndexError:
+# raise PlomException(f"{prefix} bad description: {description}")
+# inside_booking = True
+# booking_lines += [non_comment]
+# continue
+# # otherwise, read as transfer data
+# toks = non_comment.split() # ignore specification's allowance of single spaces in names
+# if len(toks) > 3:
+# raise PlomException(f"{prefix} too many booking line tokens: {toks}")
+# amount, currency = None, None
+# account_name = toks[0]
+# if account_name[0] == '[' and account_name[-1] == ']':
+# # ignore specification's differentiation of "virtual" accounts
+# account_name = account_name[1:-1]
+# decimal_chars = ".-0123456789"
+# if len(toks) == 3:
+# i_currency = 1
+# try:
+# amount = decimal.Decimal(toks[1])
+# i_currency = 2
+# except decimal.InvalidOperation:
+# try:
+# amount = decimal.Decimal(toks[2])
+# except decimal.InvalidOperation:
+# raise PlomException(f"{prefix} no decimal number in: {toks[1:]}")
+# currency = toks[i_currency]
+# if currency[0] in decimal_chars:
+# raise PlomException(f"{prefix} currency starts with int, dot, or minus: {currency}")
+# elif len(toks) == 2:
+# value = toks[1]
+# inside_amount = False
+# inside_currency = False
+# amount_string = ""
+# currency = ""
+# dots_counted = 0
+# for i, c in enumerate(value):
+# if i == 0:
+# if c in decimal_chars:
+# inside_amount = True
+# else:
+# inside_currency = True
+# if inside_currency:
+# if c in decimal_chars and len(amount_string) == 0:
+# inside_currency = False
+# inside_amount = True
+# else:
+# currency += c
+# continue
+# if inside_amount:
+# if c not in decimal_chars:
+# if len(currency) > 0:
+# raise PlomException(f"{prefix} amount has non-decimal chars: {value}")
+# inside_currency = True
+# inside_amount = False
+# currency += c
+# continue
+# if c == '-' and len(amount_string) > 1:
+# raise PlomException(f"{prefix} amount has non-start '-': {value}")
+# if c == '.':
+# if dots_counted > 1:
+# raise PlomException(f"{prefix} amount has multiple dots: {value}")
+# dots_counted += 1
+# amount_string += c
+# if len(currency) == 0:
+# raise PlomException(f"{prefix} currency missing: {value}")
+# if len(amount_string) > 0:
+# amount = decimal.Decimal(amount_string)
+# booking_lines += [(account_name, amount, currency)]
+# if inside_booking:
+# raise PlomException(f"{prefix} last booking unfinished")
+# return bookings, comments
+
+
+class TransferLine:
+
+ def __init__(self, line=None, account='', amount=None, currency='', comment='', validate=True):
+ self.account = account
+ self.amount = amount
+ self.currency = currency
+ self.comment = comment
+ if line:
+ split_by_comment = line.rstrip().split(sep=';', maxsplit=1)
+ if len(split_by_comment) == 0:
+ raise PlomException('line empty')
+ elif len(split_by_comment) == 2:
+ self.comment = split_by_comment[1].lstrip()
+ non_comment = split_by_comment[0].rstrip()
+ toks = non_comment.split()
+ if (len(toks) not in {1, 3}):
+ if validate:
+ raise PlomException(f'number of non-comment tokens not 1 or 3')
+ elif len(toks) == 2:
+ toks += ['']
+ else:
+ toks = 3*['']
+ self.account = toks[0]
+ if len(toks) != 1:
try:
- amount = decimal.Decimal(toks[2])
+ self.amount = decimal.Decimal(toks[1])
except decimal.InvalidOperation:
- raise PlomException(f"{prefix} no decimal number in: {toks[1:]}")
- currency = toks[i_currency]
- if currency[0] in decimal_chars:
- raise PlomException(f"{prefix} currency starts with int, dot, or minus: {currency}")
- elif len(toks) == 2:
- value = toks[1]
- inside_amount = False
- inside_currency = False
- amount_string = ""
- currency = ""
- dots_counted = 0
- for i, c in enumerate(value):
- if i == 0:
- if c in decimal_chars:
- inside_amount = True
+ if validate:
+ raise PlomException(f'invalid token for Decimal: {toks[1]}')
else:
- inside_currency = True
- if inside_currency:
- if c in decimal_chars and len(amount_string) == 0:
- inside_currency = False
- inside_amount = True
- else:
- currency += c
- continue
- if inside_amount:
- if c not in decimal_chars:
- if len(currency) > 0:
- raise PlomException(f"{prefix} amount has non-decimal chars: {value}")
- inside_currency = True
- inside_amount = False
- currency += c
- continue
- if c == '-' and len(amount_string) > 1:
- raise PlomException(f"{prefix} amount has non-start '-': {value}")
- if c == '.':
- if dots_counted > 1:
- raise PlomException(f"{prefix} amount has multiple dots: {value}")
- dots_counted += 1
- amount_string += c
- if len(currency) == 0:
- raise PlomException(f"{prefix} currency missing: {value}")
- if len(amount_string) > 0:
- amount = decimal.Decimal(amount_string)
- booking_lines += [(account_name, amount, currency)]
- if inside_booking:
- raise PlomException(f"{prefix} last booking unfinished")
- return bookings, comments
+ self.amount = toks[1]
+ self.currency = toks[2]
+
+ @property
+ def amount_fmt(self):
+ if self.amount is None:
+ return ''
+ elif self.amount.as_tuple().exponent < -2:
+ return f'{self.amount:.1f}â¦'
+ else:
+ return f'{self.amount:.2f}'
+
+ def for_writing(self):
+ line = f' {self.account}'
+ if self.amount is not None:
+ line += f' {self.amount} {self.currency}'
+ if self.comment != '':
+ line += f' ; {self.comment}'
+ return line
+
+ @property
+ def comment_cols(self):
+ return max(20, len(self.comment))
class Booking:
- def __init__(self, date_string, description, booking_lines, start_line, process=True):
- self.date_string = date_string
- self.description = description
- self.lines = booking_lines
- self.start_line = start_line
- if process:
- self.validate_booking_lines()
- self.sink = {}
- self.account_changes = self.parse_booking_lines_to_account_changes()
-
- def validate_booking_lines(self):
- prefix = f"booking at line {self.start_line}"
- sums = {}
- empty_values = 0
- for line in self.lines[1:]:
- if line == '':
- continue
- _, amount, currency = line
- if amount is None:
- if empty_values > 0:
- raise PlomException(f"{prefix} relates more than one empty value of same currency {currency}")
- empty_values += 1
- continue
- if currency not in sums:
- sums[currency] = 0
- sums[currency] += amount
- if empty_values == 0:
- for k, v in sums.items():
- if v != 0:
- raise PlomException(f"{prefix} does not add up to zero / {k} {v}")
+ def __init__(self, lines=None, starts_at='?', date='', description='', top_comment='', transfer_lines=None, validate=True):
+ self.validate = validate
+ self.starts_at = starts_at
+ self.intro = f'booking starting at line {self.starts_at}'
+ self.clean()
+ if lines:
+ self.real_lines = lines
+ self.parse_lines()
else:
- sinkable = False
- for k, v in sums.items():
- if v != 0:
- sinkable = True
- if not sinkable:
- raise PlomException(f"{prefix} has empty value that cannot be filled")
-
- def parse_booking_lines_to_account_changes(self):
- account_changes = {}
- debt = {}
- sink_account = None
- for line in self.lines[1:]:
- if line == '':
- continue
- account, amount, currency = line
- if amount is None:
- sink_account = account
+ self.date = date
+ self.description = description
+ self.top_comment = top_comment
+ self.validate_head()
+ self.transfer_lines = transfer_lines
+ if len(self.transfer_lines) < 2 and self.validate:
+ raise PlomException(f'{self.intro}: too few transfer lines')
+ self.calculate_account_changes()
+ self.real_lines = self.for_writing()
+
+ @classmethod
+ def from_postvars(cls, postvars, starts_at='?', validate=True):
+ date = postvars['date'][0]
+ description = postvars['description'][0]
+ top_comment = postvars['top_comment'][0]
+ transfer_lines = []
+ for i, account in enumerate(postvars['account']):
+ if len(account) == 0:
continue
- apply_booking_to_account_balances(account_changes, account, currency, amount)
- if currency not in debt:
- debt[currency] = amount
+ amount = None
+ if len(postvars['amount'][i]) > 0:
+ amount = decimal.Decimal(postvars['amount'][i])
+ transfer_lines += [TransferLine(None, account, amount, postvars['currency'][i], postvars['comment'][i])]
+ return cls(None, starts_at, date, description, top_comment, transfer_lines, validate=validate)
+
+ def clean(self):
+ self.transfer_lines = []
+ self.account_changes = {}
+
+ def parse_lines(self):
+ self.top_comment = ''
+ if len(self.real_lines) < 3 and self.validate:
+ raise PlomException(f'{self.intro}: ends with less than 3 lines:' + str(self.real_lines))
+ split_by_comment = self.real_lines[0].rstrip().split(sep=";", maxsplit=1)
+ if len(split_by_comment) == 0 and self.validate:
+ raise PlomException('{self.intro}: headline empty')
+ elif len(split_by_comment) == 2 and self.validate:
+ self.top_comment = split_by_comment[1].lstrip()
+ non_comment = split_by_comment[0].rstrip()
+ toks = non_comment.split()
+ if len(toks) < 2:
+ if self.validate:
+ raise PlomException(f'{self.intro}: headline missing elements: {non_comment}')
+ elif 0 == len(toks):
+ toks = 2*['']
+ else:
+ toks += ['']
+ self.date = toks[0]
+ self.description = toks[1]
+ self.validate_head()
+ for i, line in enumerate(self.real_lines[1:]):
+ try:
+ self.transfer_lines += [TransferLine(line, validate=self.validate)]
+ except PlomException as e:
+ raise PlomException(f'{self.intro}, transfer line {i}: {e}')
+ self.calculate_account_changes()
+
+ def calculate_account_changes(self):
+ sink_account = None
+ money_changes = Wealth()
+ for i, transfer_line in enumerate(self.transfer_lines):
+ intro = f'{self.intro}, transfer line {i}'
+ if transfer_line.amount is None:
+ if sink_account is not None and self.validate:
+ raise PlomException(f'{intro}: second sink found (only one allowed)')
+ sink_account = transfer_line.account
+ else:
+ if not transfer_line.account in self.account_changes.keys():
+ self.account_changes[transfer_line.account] = Wealth()
+ money = {transfer_line.currency: transfer_line.amount}
+ self.account_changes[transfer_line.account].add_money_dict(money)
+ money_changes.add_money_dict(money)
+ if sink_account is None and len(money_changes.as_sink_dict) > 0 and self.validate:
+ raise PlomException(f'{intro}: does not balance (unused non-empty sink)')
+ if sink_account is not None:
+ if not sink_account in self.account_changes.keys():
+ self.account_changes[sink_account] = Wealth()
+ self.account_changes[sink_account].add_money_dict(money_changes.as_sink_dict)
+
+ def validate_head(self):
+ if not self.validate:
+ return
+ if len(self.date) == 0:
+ raise PlomException(f'{self.intro}: missing date')
+ if len(self.description) == 0:
+ raise PlomException(f'{self.intro}: missing description')
+ try:
+ datetime.strptime(self.date, '%Y-%m-%d')
+ except ValueError:
+ raise PlomException(f'{self.intro}: bad headline date format: {self.date}')
+
+ def fill_sink(self):
+ replacement_lines = []
+ for i, line in enumerate(self.transfer_lines):
+ if line.amount is None:
+ for currency, amount in self.account_changes[line.account].money_dict.items():
+ replacement_lines += [TransferLine(None, f'{line.account}', amount, currency).for_writing()]
+ break
+ lines = self.real_lines[:i+1] + replacement_lines + self.real_lines[i+2:]
+ self.clean()
+ self.real_lines = lines
+ self.parse_lines()
+
+ def add_mirror(self):
+ new_transfer_lines = []
+ for line in self.transfer_lines:
+ new_transfer_lines += [TransferLine(None, f'({line.account})', line.amount, line.currency, line.comment)]
+ for transfer_line in new_transfer_lines:
+ self.real_lines += [transfer_line.for_writing()]
+ self.clean()
+ self.parse_lines()
+
+ def add_taxes(self):
+ acc_kk_add = 'Reserves:KrankenkassenBeitragsWachstum'
+ acc_kk_minimum = 'Reserves:Month:KrankenkassenDefaultBeitrag'
+ acc_kk = 'Expenses:KrankenKasse'
+ acc_est = 'Reserves:EinkommensSteuer'
+ acc_assets = 'Assets'
+ acc_buffer = 'Reserves:NeuAnfangsPuffer:Ausgaben'
+ buffer_expenses = 0 # FIXME: hardcoded for now
+ kk_expenses = 0 # FIXME: hardcoded for now
+ est_expenses = 0 # FIXME: hardcoded for now
+ months_passed = 0 # FIXME: hardcoded for now
+ last_monthbreak_assets = 0 # FIXME: hardcoded for now
+ last_monthbreak_est = 0 # FIXME: hardcoded for now
+ last_monthbreak_kk_minimum = 0 # FIXME: hardcoded for now
+ last_monthbreak_kk_add = 0 # FIXME: hardcoded for now
+ expenses_so_far = 0 # FIXME: hardcoded for now
+ needed_netto = self.account_changes['Assets'].money_dict['â¬']
+ ESt_this_month = 0
+ left_over = needed_netto - ESt_this_month
+ too_low = 0
+ too_high = 2 * needed_netto
+ E0 = decimal.Decimal(10908)
+ E1 = decimal.Decimal(15999)
+ E2 = decimal.Decimal(62809)
+ E3 = decimal.Decimal(277825)
+ while True:
+ zvE = buffer_expenses - kk_expenses + (12 - months_passed) * needed_netto
+ # if finish:
+ # zvE += last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum
+ if zvE < E0:
+ ESt = decimal.Decimal(0)
+ elif zvE < E1:
+ y = (zvE - E0)/10000
+ ESt = (decimal.Decimal(979.18) * y + 1400) * y
+ elif zvE < E2:
+ y = (zvE - E1)/10000
+ ESt = (decimal.Decimal(192.59) * y + 2397) * y + decimal.Decimal(966.53)
+ elif zvE < E3:
+ ESt = decimal.Decimal(0.42) * (zvE - decimal.Decimal(62809)) + decimal.Decimal(16405.54)
else:
- debt[currency] += amount
- if sink_account:
- for currency, amount in debt.items():
- apply_booking_to_account_balances(account_changes, sink_account, currency, -amount)
- self.sink[currency] = -amount
- return account_changes
+ ESt = decimal.Decimal(0.45) * (zvE - decimal.Decimal(277825)) + decimal.Decimal(106713.52)
+ ESt_this_month = (ESt + last_monthbreak_est - est_expenses) / (12 - months_passed)
+ left_over = needed_netto - ESt_this_month
+ if abs(left_over - expenses_so_far) < 0.001:
+ break
+ elif left_over < expenses_so_far:
+ too_low = needed_netto
+ elif left_over > expenses_so_far:
+ too_high = needed_netto
+ needed_netto = too_low + (too_high - too_low)/2
+ ESt_this_month = ESt_this_month.quantize(decimal.Decimal('0.00'))
+ self.transfer_lines += [TransferLine(None, acc_est, ESt_this_month, 'â¬')]
+ kk_minimum_income = 1131.67
+ kk_factor = decimal.Decimal(0.197)
+ kk_minimum_tax = decimal.Decimal(222.94).quantize(decimal.Decimal('0.00'))
+ kk_add_so_far = account_sums[acc_kk_add]['â¬'] if acc_kk_add in account_sums.keys() else 0
+ kk_add = needed_netto / (1 - kk_factor) - needed_netto - kk_minimum_tax
+ hit_kk_minimum_income_limit = False
+ if kk_add_so_far + kk_add < 0:
+ hit_kk_minimum_income_limit = True
+ kk_add_uncorrect = kk_add
+ kk_add = -(kk_add + kk_add_so_far)
+ kk_add = decimal.Decimal(kk_add).quantize(decimal.Decimal('0.00'))
+ self.transfer_lines += [TransferLine(None, acc_kk_minimum, kk_minimum_tx, 'â¬')]
+ self.transfer_lines += [TransferLine(None, acc_kk_add, kk_add, 'â¬')]
+ diff = - last_monthbreak_est + ESt_this_month - last_monthbreak_kk_add + kk_add
+ if not finish:
+ diff += kk_minimum_tax
+ final_minus = expenses_so_far - old_needed_income_before_anything + diff
+ diff += kk_minimum_tax
+ final_minus = expenses_so_far - old_needed_income_before_anything + diff
+ self.transfer_lines += [TransferLine(None, acc_assets, -diff, 'â¬')]
+ self.transfer_lines += [TransferLine(None, acc_assets, final_minus, 'â¬')]
+ self.transfer_lines += [TransferLine(None, acc_buffer, -final_minus, 'â¬')]
+
+ def for_writing(self):
+ lines = [f'{self.date} {self.description}']
+ if self.top_comment is not None and self.top_comment.rstrip() != '':
+ lines[0] += f' ; {self.top_comment}'
+ for line in self.transfer_lines:
+ lines += [line.for_writing()]
+ return lines
+
+ @property
+ def comment_cols(self):
+ return max(20, len(self.top_comment))
+
+
+# class Booking:
+#
+# def __init__(self, date_string, description, booking_lines, start_line, process=True):
+# self.date_string = date_string
+# self.description = description
+# self.lines = booking_lines
+# self.start_line = start_line
+# if process:
+# self.validate_booking_lines()
+# self.sink = {}
+# self.account_changes = self.parse_booking_lines_to_account_changes()
+#
+# def validate_booking_lines(self):
+# prefix = f"booking at line {self.start_line}"
+# sums = {}
+# empty_values = 0
+# for line in self.lines[1:]:
+# if line == '':
+# continue
+# _, amount, currency = line
+# if amount is None:
+# if empty_values > 0:
+# raise PlomException(f"{prefix} relates more than one empty value of same currency {currency}")
+# empty_values += 1
+# continue
+# if currency not in sums:
+# sums[currency] = 0
+# sums[currency] += amount
+# if empty_values == 0:
+# for k, v in sums.items():
+# if v != 0:
+# raise PlomException(f"{prefix} does not add up to zero / {k} {v}")
+# else:
+# sinkable = False
+# for k, v in sums.items():
+# if v != 0:
+# sinkable = True
+# if not sinkable:
+# raise PlomException(f"{prefix} has empty value that cannot be filled")
+#
+# def parse_booking_lines_to_account_changes(self):
+# account_changes = {}
+# debt = {}
+# sink_account = None
+# for line in self.lines[1:]:
+# if line == '':
+# continue
+# account, amount, currency = line
+# if amount is None:
+# sink_account = account
+# continue
+# apply_booking_to_account_balances(account_changes, account, currency, amount)
+# if currency not in debt:
+# debt[currency] = amount
+# else:
+# debt[currency] += amount
+# if sink_account:
+# for currency, amount in debt.items():
+# apply_booking_to_account_balances(account_changes, sink_account, currency, -amount)
+# self.sink[currency] = -amount
+# return account_changes
class LedgerDB(PlomDB):
- def __init__(self, prefix):
+ def __init__(self, prefix, ignore_editable_exceptions=False):
self.prefix = prefix
self.bookings = []
self.comments = []
self.real_lines = []
super().__init__(db_path)
- ret = parse_lines(self.real_lines)
- self.bookings += ret[0]
- self.comments += ret[1]
+ self.bookings = parse_lines2(self.real_lines, ignore_editable_exceptions)
def read_db_file(self, f):
- self.real_lines += [l.rstrip() for l in f.readlines()]
+ self.real_lines += [l.rstrip() for l in f.readlines()] # TODO is this necessary? (parser already removes lines?)
+
+ # def get_lines(self, start, end):
+ # return self.real_lines[start:end]
+
+ # def write_db(self, text, mode='w'):
+ # if text[-1] != '\n':
+ # text += '\n'
+ # self.write_text_to_db(text)
+
+ # def insert_at_date(self, lines, date):
+ # start_at = 0
+ # if len(self.bookings) > 0:
+ # if date >= self.bookings[-1].date_string:
+ # start_at = len(self.real_lines)
+ # lines = [''] + lines
+ # else:
+ # for b in self.bookings:
+ # if b.date_string == date:
+ # start_at = b.start_line
+ # elif b.date_string > date:
+ # start_at = b.start_line
+ # break
+ # lines += [''] # DEBUG is new
+ # return self.write_lines_in_total_lines_at(self.real_lines, start_at, lines)
+
+ # def update(self, start, end, lines, date):
+ # remaining_lines = self.real_lines[:start] + self.real_lines[end:]
+ # n_original_lines = end - start
+ # start_at = len(remaining_lines)
+ # for b in self.bookings:
+ # if b.date_string == date:
+ # if start_at == len(remaining_lines) or b.start_line == start:
+ # start_at = b.start_line
+ # if b.start_line > start:
+ # start_at -= n_original_lines
+ # elif b.date_string > date:
+ # break
+ # # print("DEBUG update start_at", start_at, "len(remaining_lines)", len(remaining_lines), "len(self.real_lines)", len(self.real_lines), "end", end)
+ # if start_at != 0 and end != len(self.real_lines) and start_at == len(remaining_lines):
+ # # Add empty predecessor line if appending.
+ # lines = [''] + lines
+ # return self.write_lines_in_total_lines_at(remaining_lines, start_at, lines)
- def get_lines(self, start, end):
- return self.real_lines[start:end]
+ # def write_lines_in_total_lines_at(self, total_lines, start_at, lines):
+ # # total_lines = total_lines[:start_at] + lines + [''] + total_lines[start_at:]
+ # total_lines = total_lines[:start_at] + lines + total_lines[start_at:]
+ # _, _ = parse_lines(lines)
+ # text = '\n'.join(total_lines)
+ # self.write_db(text)
+ # return start_at
- def write_db(self, text, mode='w'):
- if text[-1] != '\n':
- text += '\n'
- self.write_text_to_db(text)
+ # def get_nth_for_booking_of_start_line(self, start_line):
+ # nth = 0
+ # for b in self.bookings:
+ # if b.start_line >= start_line:
+ # break
+ # nth += 1
+ # return nth
- def insert_at_date(self, lines, date):
- start_at = 0
+ def insert_booking_at_date(self, booking):
+ place_at = 0
if len(self.bookings) > 0:
- if date >= self.bookings[-1].date_string:
- start_at = len(self.real_lines)
- lines = [''] + lines
- else:
- for b in self.bookings:
- if b.date_string == date:
- start_at = b.start_line
- elif b.date_string > date:
- start_at = b.start_line
- break
- lines += [''] # DEBUG is new
- return self.write_lines_in_total_lines_at(self.real_lines, start_at, lines)
-
- def update(self, start, end, lines, date):
- remaining_lines = self.real_lines[:start] + self.real_lines[end:]
- n_original_lines = end - start
- start_at = len(remaining_lines)
- for b in self.bookings:
- if b.date_string == date:
- if start_at == len(remaining_lines) or b.start_line == start:
- start_at = b.start_line
- if b.start_line > start:
- start_at -= n_original_lines
- elif b.date_string > date:
- break
- # print("DEBUG update start_at", start_at, "len(remaining_lines)", len(remaining_lines), "len(self.real_lines)", len(self.real_lines), "end", end)
- if start_at != 0 and end != len(self.real_lines) and start_at == len(remaining_lines):
- # Add empty predecessor line if appending.
- lines = [''] + lines
- return self.write_lines_in_total_lines_at(remaining_lines, start_at, lines)
-
- def write_lines_in_total_lines_at(self, total_lines, start_at, lines):
- # total_lines = total_lines[:start_at] + lines + [''] + total_lines[start_at:]
- total_lines = total_lines[:start_at] + lines + total_lines[start_at:]
- _, _ = parse_lines(lines)
- text = '\n'.join(total_lines)
- self.write_db(text)
- return start_at
-
- def get_nth_for_booking_of_start_line(self, start_line):
- nth = 0
- for b in self.bookings:
- if b.start_line >= start_line:
- break
- nth += 1
- return nth
+ for i, iterated_booking in enumerate(self.bookings):
+ if booking.date < iterated_booking.date:
+ break
+ elif booking.date == iterated_booking.date:
+ place_at = i
+ break
+ else:
+ place_at = i + 1
+ self.bookings = self.bookings[:place_at] + [booking] + self.bookings[place_at:]
def add_taxes(self, lines, finish=False):
ret = []
@@ -524,230 +893,300 @@ class LedgerDB(PlomDB):
ret += [f' {acc_buffer} {-final_minus} ⬠; assume as to earn in year: {acc_buffer} + {12 - months_passed - 1} * this = {year_needed}']
return ret
- def add_mirror(self, lines):
- ret = []
- bookings, _ = parse_lines(lines)
- booking = bookings[0]
- for line in booking.lines[1:]:
- ret += [f'? {-line[1]} {line[2]}']
- return ret
+ # def add_mirror(self, lines):
+ # ret = []
+ # bookings, _ = parse_lines(lines)
+ # booking = bookings[0]
+ # for line in booking.lines[1:]:
+ # ret += [f'? {-line[1]} {line[2]}']
+ # return ret
def ledger_as_html(self):
- booking_tmpl = jinja2.Template(booking_html)
- single_c_tmpl = jinja2.Template('
') ##
- elements_to_write = []
- last_i = i = 0 ##
for nth, booking in enumerate(self.bookings):
- move_up = nth > 0 and self.bookings[nth - 1].date_string == booking.date_string
- move_down = nth < len(self.bookings) - 1 and self.bookings[nth + 1].date_string == booking.date_string
- booking_end = last_i = booking.start_line + len(booking.lines)
- booking_lines = []
- i = booking.start_line ##
- elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:i] if c != ''] ##
- for booking_line in booking.lines[1:]:
- i += 1 ##
- comment = self.comments[i] ##
- if booking_line == '':
- booking_lines += [{'acc': None, 'money': None, 'comment': comment}] ##
- continue
- account = booking_line[0]
- money = ''
- if booking_line[1] is not None:
- money = f'{booking_line[1]} {booking_line[2]}'
- booking_lines += [{'acc': booking_line[0], 'money':money, 'comment':comment}] ##
- elements_to_write += [booking_tmpl.render(
- prefix=self.prefix,
- nth=nth,
- start=booking.start_line,
- end=booking_end,
- date=booking.date_string,
- desc=booking.description,
- head_comment=self.comments[booking.start_line],
- move_up=move_up,
- move_down=move_down,
- booking_lines = booking_lines)]
- elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:] if c != ''] #
- return '\n'.join(elements_to_write)
+ booking.can_up = nth > 0 and self.bookings[nth - 1].date == booking.date
+ booking.can_down = nth < len(self.bookings) - 1 and self.bookings[nth + 1].date == booking.date
+ return j2env.get_template('ledger.html').render(bookings=self.bookings)
+
+ # def ledger_as_html(self):
+ # booking_tmpl = jinja2.Template(booking_html)
+ # single_c_tmpl = jinja2.Template('
') ##
+ # elements_to_write = []
+ # last_i = i = 0 ##
+ # for nth, booking in enumerate(self.bookings):
+ # move_up = nth > 0 and self.bookings[nth - 1].date_string == booking.date_string
+ # move_down = nth < len(self.bookings) - 1 and self.bookings[nth + 1].date_string == booking.date_string
+ # booking_end = last_i = booking.start_line + len(booking.lines)
+ # booking_lines = []
+ # i = booking.start_line ##
+ # elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:i] if c != ''] ##
+ # for booking_line in booking.lines[1:]:
+ # i += 1 ##
+ # comment = self.comments[i] ##
+ # if booking_line == '':
+ # booking_lines += [{'acc': None, 'money': None, 'comment': comment}] ##
+ # continue
+ # account = booking_line[0]
+ # money = ''
+ # if booking_line[1] is not None:
+ # money = f'{booking_line[1]} {booking_line[2]}'
+ # booking_lines += [{'acc': booking_line[0], 'money':money, 'comment':comment}] ##
+ # elements_to_write += [booking_tmpl.render(
+ # prefix=self.prefix,
+ # nth=nth,
+ # start=booking.start_line,
+ # end=booking_end,
+ # date=booking.date_string,
+ # desc=booking.description,
+ # head_comment=self.comments[booking.start_line],
+ # move_up=move_up,
+ # move_down=move_down,
+ # booking_lines = booking_lines)]
+ # elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:] if c != ''] #
+ # return '\n'.join(elements_to_write)
def balance_as_html(self, until=None):
- bookings = self.bookings[:until if until is None else int(until)]
- lines = []
- account_tree, account_sums = bookings_to_account_tree(bookings)
- def print_subtree(lines, indent, node, subtree, path):
- line = f"{indent}{node}"
- n_tabs = 5 - (len(line) // 8)
- line += n_tabs * "\t"
- if "â¬" in account_sums[path + node].keys():
- amount = account_sums[path + node]["â¬"]
- line += f"{amount:9.2f} â¬\t"
- else:
- line += f"\t\t"
- for currency, amount in account_sums[path + node].items():
- if currency != 'â¬' and amount != 0:
- line += f"{amount:5.2f} {currency}\t"
- lines += [line]
- indent += " "
- for k, v in sorted(subtree.items()):
- print_subtree(lines, indent, k, v, path + node + ":")
- for k, v in sorted(account_tree.items()):
- print_subtree(lines, "", k, v, "")
- content = "\n".join(lines)
- return f"{content}
"
-
- def add_free(self, start=0, end=0, copy=False):
- tmpl = jinja2.Template(add_form_header + add_free_html + add_form_footer)
- lines = self.get_lines(start, end)
- if copy:
- start = end = 0
- return tmpl.render(action=self.prefix + '/add_free', start=start, end=end, lines=lines)
-
- def add_structured(self, start=0, end=0, copy=False, temp_lines=[], add_empty_line=None):
- tmpl = jinja2.Template(add_form_header + add_structured_html + add_form_footer)
- lines = temp_lines if len(''.join(temp_lines)) > 0 else self.get_lines(start, end)
- bookings, comments = parse_lines(lines, validate_bookings=False)
- if len(bookings) > 1:
- raise PlomException('can only structurally edit single Booking')
- if add_empty_line is not None:
- comments = comments[:add_empty_line+1] + [''] + comments[add_empty_line+1:]
- booking = bookings[0]
- booking.lines = booking.lines[:add_empty_line+1] + [''] + booking.lines[add_empty_line+1:]
- action = self.prefix + '/add_structured'
- datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()}
- for b in self.bookings:
- datalist_sets['descriptions'].add(b.description)
- for account, moneys in b.account_changes.items():
- datalist_sets['accounts'].add(account)
- for currency in moneys.keys():
- datalist_sets['currencies'].add(currency)
- content = ''
- today = str(datetime.now())[:10]
- booking_lines = []
- if copy:
- start = end = 0
- desc = head_comment = ''
- if len(bookings) == 0:
- date=today
+ bookings = self.bookings[:(until if until is None else int(until)+1)]
+ account_trunk = Account('', None)
+ accounts = {account_trunk.full_name: account_trunk}
+ for booking in bookings:
+ for full_account_name, moneys in booking.account_changes.items():
+ toks = full_account_name.split(':')
+ path = []
+ for tok in toks:
+ parent_name = ':'.join(path)
+ path += [tok]
+ account_name = ':'.join(path)
+ if not account_name in accounts.keys():
+ accounts[account_name] = Account(own_name=tok, parent=accounts[parent_name])
+ accounts[full_account_name].add_wealth(moneys)
+ class Node:
+ def __init__(self, indent, name, moneys):
+ self.indent = indent
+ self.name = name
+ self.moneys = moneys.money_dict
+ nodes = []
+ def walk_tree(nodes, indent, account):
+ nodes += [Node(indent, account.own_name, account.full_moneys)]
+ for child in account.children:
+ walk_tree(nodes, indent+1, child)
+ for acc in account_trunk.children:
+ walk_tree(nodes, 0, acc)
+ return j2env.get_template('balance.html').render(nodes=nodes)
+
+ # def balance_as_html(self, until=None):
+ # bookings = self.bookings[:until if until is None else int(until)]
+ # lines = []
+ # account_tree, account_sums = bookings_to_account_tree(bookings)
+ # def print_subtree(lines, indent, node, subtree, path):
+ # line = f"{indent}{node}"
+ # n_tabs = 5 - (len(line) // 8)
+ # line += n_tabs * "\t"
+ # if "â¬" in account_sums[path + node].keys():
+ # amount = account_sums[path + node]["â¬"]
+ # line += f"{amount:9.2f} â¬\t"
+ # else:
+ # line += f"\t\t"
+ # for currency, amount in account_sums[path + node].items():
+ # if currency != 'â¬' and amount != 0:
+ # line += f"{amount:5.2f} {currency}\t"
+ # lines += [line]
+ # indent += " "
+ # for k, v in sorted(subtree.items()):
+ # print_subtree(lines, indent, k, v, path + node + ":")
+ # for k, v in sorted(account_tree.items()):
+ # print_subtree(lines, "", k, v, "")
+ # content = "\n".join(lines)
+ # return f"{content}
"
+
+ def edit(self, index, sent=None, error_msg=None, edit_mode='table'):
+ accounts = set()
+ if sent or -1 == index:
+ content = sent if sent else ([] if 'textarea'==edit_mode else None)
else:
- booking = bookings[0]
- desc = booking.description
- date = today if copy else booking.date_string
- head_comment=comments[0]
- for i in range(1, len(comments)):
- account = amount = currency = ''
- if i < len(booking.lines) and booking.lines[i] != '':
- account = booking.lines[i][0]
- amount = booking.lines[i][1]
- currency = booking.lines[i][2]
- booking_lines += [{
- 'i': i,
- 'acc': account,
- 'amt': amount,
- 'curr': currency if currency else 'â¬',
- 'comment': comments[i],
- 'comm_cols': len(comments[i])}]
- for i in range(len(comments), len(comments) + 8):
- booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': 'â¬', 'comment': ''}]
- content += tmpl.render(
- action=action,
- date=date,
- desc=desc,
- head_comment=head_comment,
- booking_lines=booking_lines,
- datalist_sets=datalist_sets,
- start=start,
- end=end)
- return content
-
- def move_up(self, start, end):
- prev_booking = None
- for redir_nth, b in enumerate(self.bookings):
- if b.start_line >= start:
- break
- prev_booking = b
- start_at = prev_booking.start_line
- self.make_move(start, end, start_at)
- return redir_nth - 1
-
- def move_down(self, start, end):
- next_booking = None
- for redir_nth, b in enumerate(self.bookings):
- if b.start_line > start:
- next_booking = b
- break
- # start_at = next_booking.start_line + len(next_booking.lines) - (end - start) + 1
- # self.make_move(start, end, start_at-1)
- start_at = next_booking.start_line + len(next_booking.lines) - (end - start)
- print("DEBUG", start, end, start_at)
- self.make_move(start, end, start_at)
- return redir_nth
-
- def make_move(self, start, end, start_at):
- # FIXME currently broken due to changed self.write_lines_in_total_lines_at, easy fix would be lines += [""] maybe?
- lines = self.get_lines(start, end)
- if start == 0:
- total_lines = self.real_lines[end+1:]
- lines = [''] + lines
- start_at += 1
- else:
- total_lines = self.real_lines[:start-1] + self.real_lines[end:] # -1 because we reduce the original position's two empty limit lines to one in-between line
- lines += ['']
- self.write_lines_in_total_lines_at(total_lines, start_at, lines)
-
- def booking_lines_from_postvars(self, postvars):
- add_empty_line = None
- date = postvars['date'][0]
- description = postvars['description'][0]
- start_comment = postvars['line_0_comment'][0]
- start_line = f'{date} {description}'
- if start_comment.rstrip() != '':
- start_line += f' ; {start_comment}'
- lines = [start_line]
- if 'line_0_add' in postvars.keys():
- add_empty_line = 0
- i = j = 1
- while f'line_{i}_comment' in postvars.keys():
- if f'line_{i}_delete' in postvars.keys():
- i += 1
- continue
- elif f'line_{i}_delete_after' in postvars.keys():
- break
- elif f'line_{i}_add' in postvars.keys():
- add_empty_line = j
- account = postvars[f'line_{i}_account'][0]
- amount = postvars[f'line_{i}_amount'][0]
- currency = postvars[f'line_{i}_currency'][0]
- comment = postvars[f'line_{i}_comment'][0]
- i += 1
- new_main = f' {account} {amount}'
- if '' == new_main.rstrip() == comment.rstrip(): # don't write empty lines, ignore currency if nothing else set
- continue
- if len(amount.rstrip()) > 0:
- new_main += f' {currency}'
- j += 1
- new_line = new_main
- if comment.rstrip() != '':
- new_line += f' ; {comment}'
- lines += [new_line]
- if 'add_sink' in postvars.keys():
- temp_lines = lines.copy() + ['_']
- try:
- temp_bookings, _ = parse_lines(temp_lines)
- for currency in temp_bookings[0].sink:
- amount = temp_bookings[0].sink[currency]
- # lines += [f'Assets {amount:.2f} {currency}']
- lines += [f'Assets {amount} {currency}']
- except PlomException:
- pass
- elif 'add_taxes' in postvars.keys():
- lines += self.add_taxes(lines, finish=False)
- elif 'add_taxes2' in postvars.keys():
- lines += self.add_taxes(lines, finish=True)
- elif 'replace' in postvars.keys():
- for i, line in enumerate(lines):
- lines[i] = line.replace(postvars['replace_from'][0], postvars['replace_to'][0])
- elif 'add_mirror' in postvars.keys():
- lines += self.add_mirror(lines)
- return lines, add_empty_line
+ content = self.bookings[index]
+ if 'textarea' == edit_mode and content:
+ content = content.for_writing()
+ else:
+ for booking in self.bookings:
+ for transfer_line in booking.transfer_lines:
+ accounts.add(transfer_line.account)
+ return j2env.get_template('edit.html').render(content=content, index=index, error_msg=error_msg, edit_mode=edit_mode, accounts=accounts)
+
+ # def add_free(self, start=0, end=0, copy=False):
+ # tmpl = jinja2.Template(add_form_header + add_free_html + add_form_footer)
+ # lines = self.get_lines(start, end)
+ # if copy:
+ # start = end = 0
+ # return tmpl.render(action=self.prefix + '/add_free', start=start, end=end, lines=lines)
+
+ # def add_structured(self, start=0, end=0, copy=False, temp_lines=[], add_empty_line=None):
+ # tmpl = jinja2.Template(add_form_header + add_structured_html + add_form_footer)
+ # lines = temp_lines if len(''.join(temp_lines)) > 0 else self.get_lines(start, end)
+ # bookings, comments = parse_lines(lines, validate_bookings=False)
+ # if len(bookings) > 1:
+ # raise PlomException('can only structurally edit single Booking')
+ # if add_empty_line is not None:
+ # comments = comments[:add_empty_line+1] + [''] + comments[add_empty_line+1:]
+ # booking = bookings[0]
+ # booking.lines = booking.lines[:add_empty_line+1] + [''] + booking.lines[add_empty_line+1:]
+ # action = self.prefix + '/add_structured'
+ # datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()}
+ # for b in self.bookings:
+ # datalist_sets['descriptions'].add(b.description)
+ # for account, moneys in b.account_changes.items():
+ # datalist_sets['accounts'].add(account)
+ # for currency in moneys.keys():
+ # datalist_sets['currencies'].add(currency)
+ # content = ''
+ # today = str(datetime.now())[:10]
+ # booking_lines = []
+ # if copy:
+ # start = end = 0
+ # desc = head_comment = ''
+ # if len(bookings) == 0:
+ # date=today
+ # else:
+ # booking = bookings[0]
+ # desc = booking.description
+ # date = today if copy else booking.date_string
+ # head_comment=comments[0]
+ # for i in range(1, len(comments)):
+ # account = amount = currency = ''
+ # if i < len(booking.lines) and booking.lines[i] != '':
+ # account = booking.lines[i][0]
+ # amount = booking.lines[i][1]
+ # currency = booking.lines[i][2]
+ # booking_lines += [{
+ # 'i': i,
+ # 'acc': account,
+ # 'amt': amount,
+ # 'curr': currency if currency else 'â¬',
+ # 'comment': comments[i],
+ # 'comm_cols': len(comments[i])}]
+ # for i in range(len(comments), len(comments) + 8):
+ # booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': 'â¬', 'comment': ''}]
+ # content += tmpl.render(
+ # action=action,
+ # date=date,
+ # desc=desc,
+ # head_comment=head_comment,
+ # booking_lines=booking_lines,
+ # datalist_sets=datalist_sets,
+ # start=start,
+ # end=end)
+ # return content
+
+ def move_up(self, nth):
+ return self.move(nth, -1)
+
+ def move_down(self, nth):
+ return self.move(nth, +1)
+
+ def move(self, nth, direction):
+ to_move = self.bookings[nth]
+ swap_nth = nth+1*(direction)
+ to_swap = self.bookings[swap_nth]
+ self.bookings[nth] = to_swap
+ self.bookings[nth+1*(direction)] = to_move
+ return swap_nth
+
+ def write_db(self):
+ lines = []
+ for i, booking in enumerate(self.bookings):
+ if i > 0:
+ lines += ['']
+ lines += booking.for_writing()
+ self.write_text_to_db('\n'.join(lines) + '\n')
+
+ # def move_up(self, start, end):
+ # prev_booking = None
+ # for redir_nth, b in enumerate(self.bookings):
+ # if b.start_line >= start:
+ # break
+ # prev_booking = b
+ # start_at = prev_booking.start_line
+ # self.make_move(start, end, start_at)
+ # return redir_nth - 1
+
+ # def move_down(self, start, end):
+ # next_booking = None
+ # for redir_nth, b in enumerate(self.bookings):
+ # if b.start_line > start:
+ # next_booking = b
+ # break
+ # # start_at = next_booking.start_line + len(next_booking.lines) - (end - start) + 1
+ # # self.make_move(start, end, start_at-1)
+ # start_at = next_booking.start_line + len(next_booking.lines) - (end - start)
+ # self.make_move(start, end, start_at)
+ # return redir_nth
+
+ # def make_move(self, start, end, start_at):
+ # # FIXME currently broken due to changed self.write_lines_in_total_lines_at, easy fix would be lines += [""] maybe?
+ # lines = self.get_lines(start, end)
+ # if start == 0:
+ # total_lines = self.real_lines[end+1:]
+ # lines = [''] + lines
+ # start_at += 1
+ # else:
+ # total_lines = self.real_lines[:start-1] + self.real_lines[end:] # -1 because we reduce the original position's two empty limit lines to one in-between line
+ # lines += ['']
+ # self.write_lines_in_total_lines_at(total_lines, start_at, lines)
+
+ # def booking_lines_from_postvars(self, postvars):
+ # add_empty_line = None
+ # date = postvars['date'][0]
+ # description = postvars['description'][0]
+ # start_comment = postvars['line_0_comment'][0]
+ # start_line = f'{date} {description}'
+ # if start_comment.rstrip() != '':
+ # start_line += f' ; {start_comment}'
+ # lines = [start_line]
+ # if 'line_0_add' in postvars.keys():
+ # add_empty_line = 0
+ # i = j = 1
+ # while f'line_{i}_comment' in postvars.keys():
+ # if f'line_{i}_delete' in postvars.keys():
+ # i += 1
+ # continue
+ # elif f'line_{i}_delete_after' in postvars.keys():
+ # break
+ # elif f'line_{i}_add' in postvars.keys():
+ # add_empty_line = j
+ # account = postvars[f'line_{i}_account'][0]
+ # amount = postvars[f'line_{i}_amount'][0]
+ # currency = postvars[f'line_{i}_currency'][0]
+ # comment = postvars[f'line_{i}_comment'][0]
+ # i += 1
+ # new_main = f' {account} {amount}'
+ # if '' == new_main.rstrip() == comment.rstrip(): # don't write empty lines, ignore currency if nothing else set
+ # continue
+ # if len(amount.rstrip()) > 0:
+ # new_main += f' {currency}'
+ # j += 1
+ # new_line = new_main
+ # if comment.rstrip() != '':
+ # new_line += f' ; {comment}'
+ # lines += [new_line]
+ # if 'add_sink' in postvars.keys():
+ # temp_lines = lines.copy() + ['_']
+ # try:
+ # temp_bookings, _ = parse_lines(temp_lines)
+ # for currency in temp_bookings[0].sink:
+ # amount = temp_bookings[0].sink[currency]
+ # # lines += [f'Assets {amount:.2f} {currency}']
+ # lines += [f'Assets {amount} {currency}']
+ # except PlomException:
+ # pass
+ # elif 'add_taxes' in postvars.keys():
+ # lines += self.add_taxes(lines, finish=False)
+ # elif 'add_taxes2' in postvars.keys():
+ # lines += self.add_taxes(lines, finish=True)
+ # elif 'replace' in postvars.keys():
+ # for i, line in enumerate(lines):
+ # lines[i] = line.replace(postvars['replace_from'][0], postvars['replace_to'][0])
+ # elif 'add_mirror' in postvars.keys():
+ # lines += self.add_mirror(lines)
+ # return lines, add_empty_line
@@ -756,7 +1195,7 @@ class LedgerHandler(PlomHandler):
def app_init(self, handler):
default_path = '/ledger'
handler.add_route('GET', default_path, self.forward_gets)
- handler.add_route('POST', default_path, self.forward_posts)
+ handler.add_route('POST', default_path, self.forward_posts)
return 'ledger', default_path
def do_POST(self):
@@ -764,88 +1203,133 @@ class LedgerHandler(PlomHandler):
def forward_posts(self):
prefix = self.apps['ledger'] if hasattr(self, 'apps') else ''
- parsed_url = urlparse(self.path)
length = int(self.headers['content-length'])
postvars = parse_qs(self.rfile.read(length).decode(), keep_blank_values=1)
- start = int(postvars['start'][0])
- end = int(postvars['end'][0])
- print("DEBUG start, end", start, end)
- db = LedgerDB(prefix)
- add_empty_line = None
- lines = []
- # get inputs
- if prefix + '/add_structured' == parsed_url.path and not 'revert' in postvars.keys():
- lines, add_empty_line = db.booking_lines_from_postvars(postvars)
- elif prefix + '/add_free' == parsed_url.path and not 'revert' in postvars.keys():
- lines = postvars['booking'][0].splitlines()
- # validate where appropriate
- if ('save' in postvars.keys()) or ('check' in postvars.keys()):
- _, _ = parse_lines(lines)
- # if saving, process where to and where to redirect after
- if 'save' in postvars.keys():
- last_date = str(datetime.now())[:10]
- if len(db.bookings) > 0:
- last_date = db.bookings[-1].date_string
- target_date = last_date[:]
- first_line_tokens = lines[0].split() if len(lines) > 0 else ''
- first_token = first_line_tokens[0] if len(first_line_tokens) > 0 else ''
- try:
- datetime.strptime(first_token, '%Y-%m-%d')
- target_date = first_token
- except ValueError:
- pass
- if start == end == 0:
- start = db.insert_at_date(lines, target_date)
- nth = db.get_nth_for_booking_of_start_line(start)
+ db = LedgerDB(prefix, ignore_editable_exceptions=True)
+ index = 0
+ parsed_url = urlparse(self.path)
+ for string in {'save', 'copy', 'check', 'mirror', 'fill sink', 'as textarea', 'as table', 'move up', 'move down', 'add taxes'}:
+ if string in postvars.keys():
+ submit_button = string
+ break
+ if prefix + '/ledger' == parsed_url.path:
+ if submit_button == 'move up':
+ index = db.move_up(int(postvars['move up'][0]))
+ elif submit_button == 'move down':
+ index = db.move_down(int(postvars['move down'][0]))
+ elif prefix + '/edit' == parsed_url.path:
+ index = int(postvars['index'][0])
+ starts_at = '?' if index == -1 else db.bookings[index].starts_at
+ edit_mode = postvars['edit_mode'][0]
+ validate = submit_button in {'save', 'copy', 'check'}
+ if 'textarea' == edit_mode:
+ lines = postvars['booking'][0].rstrip().split('\n')
+ booking = Booking(lines, starts_at, validate=validate)
else:
- new_start = db.update(start, end, lines, target_date)
- print("DEBUG save", new_start, start, end, lines)
- nth = db.get_nth_for_booking_of_start_line(new_start)
- if new_start > start:
- nth -= 1
- self.redirect(prefix + f'/#{nth}')
- # otherwise just re-build editing form
- else:
- if prefix + '/add_structured' == parsed_url.path:
- edit_content = db.add_structured(start, end, temp_lines=lines, add_empty_line=add_empty_line)
+ booking = Booking.from_postvars(postvars, starts_at, validate)
+ if submit_button in {'save', 'copy'}:
+ if index != -1 and submit_button != 'copy':
+ if booking.date == db.bookings[index].date:
+ db.bookings[index] = booking
+ booking_is_placed = True
+ else:
+ db.bookings = db.bookings[:index] + db.bookings[index+1:]
+ db.insert_booking_at_date(booking)
+ else:
+ db.insert_booking_at_date(booking)
else:
- edit_content = db.add_free(start, end)
- header = jinja2.Template(html_head).render(prefix=prefix)
- self.send_HTML(header + edit_content)
+ error_msg = None
+ if 'check' == submit_button:
+ error_msg = 'All looks fine!'
+ elif 'mirror' == submit_button:
+ booking.add_mirror()
+ elif 'fill sink' == submit_button:
+ booking.fill_sink()
+ elif 'add taxes' == submit_button:
+ booking.add_taxes()
+ elif submit_button in {'as textarea', 'as table'}:
+ edit_mode = submit_button[len('as '):]
+ page = db.edit(index, booking, error_msg=error_msg, edit_mode=edit_mode)
+ self.send_HTML(page)
+ return
+ db.write_db()
+ index = index if index >= 0 else len(db.bookings) - 1
+ self.redirect(prefix + f'/ledger#{index}')
+
+ # def forward_posts(self):
+ # prefix = self.apps['ledger'] if hasattr(self, 'apps') else ''
+ # parsed_url = urlparse(self.path)
+ # length = int(self.headers['content-length'])
+ # postvars = parse_qs(self.rfile.read(length).decode(), keep_blank_values=1)
+ # start = int(postvars['start'][0])
+ # end = int(postvars['end'][0])
+ # print("DEBUG start, end", start, end)
+ # db = LedgerDB(prefix)
+ # add_empty_line = None
+ # lines = []
+ # # get inputs
+ # if prefix + '/add_structured' == parsed_url.path and not 'revert' in postvars.keys():
+ # lines, add_empty_line = db.booking_lines_from_postvars(postvars)
+ # elif prefix + '/add_free' == parsed_url.path and not 'revert' in postvars.keys():
+ # lines = postvars['booking'][0].splitlines()
+ # # validate where appropriate
+ # if ('save' in postvars.keys()) or ('check' in postvars.keys()):
+ # _, _ = parse_lines(lines)
+ # # if saving, process where to and where to redirect after
+ # if 'save' in postvars.keys():
+ # last_date = str(datetime.now())[:10]
+ # if len(db.bookings) > 0:
+ # last_date = db.bookings[-1].date_string
+ # target_date = last_date[:]
+ # first_line_tokens = lines[0].split() if len(lines) > 0 else ''
+ # first_token = first_line_tokens[0] if len(first_line_tokens) > 0 else ''
+ # try:
+ # datetime.strptime(first_token, '%Y-%m-%d')
+ # target_date = first_token
+ # except ValueError:
+ # pass
+ # if start == end == 0:
+ # start = db.insert_at_date(lines, target_date)
+ # nth = db.get_nth_for_booking_of_start_line(start)
+ # else:
+ # new_start = db.update(start, end, lines, target_date)
+ # print("DEBUG save", new_start, start, end, lines)
+ # nth = db.get_nth_for_booking_of_start_line(new_start)
+ # if new_start > start:
+ # nth -= 1
+ # self.redirect(prefix + f'/#{nth}')
+ # # otherwise just re-build editing form
+ # else:
+ # if prefix + '/add_structured' == parsed_url.path:
+ # edit_content = db.add_structured(start, end, temp_lines=lines, add_empty_line=add_empty_line)
+ # else:
+ # edit_content = db.add_free(start, end)
+ # header = jinja2.Template(html_head).render(prefix=prefix)
+ # self.send_HTML(header + edit_content)
def do_GET(self):
self.try_do(self.forward_gets)
def forward_gets(self):
prefix = self.apps['ledger'] if hasattr(self, 'apps') else ''
+ try:
+ db = LedgerDB(prefix=prefix)
+ except EditableException as e:
+ db = LedgerDB(prefix=prefix, ignore_editable_exceptions=True)
+ page = db.edit(index=e.booking_index, error_msg=f'ERROR: {e}')
+ self.send_HTML(page)
+ return
parsed_url = urlparse(self.path)
params = parse_qs(parsed_url.query)
- start = int(params.get('start', ['0'])[0])
- end = int(params.get('end', ['0'])[0])
- db = LedgerDB(prefix=prefix)
if parsed_url.path == prefix + '/balance':
stop = params.get('stop', [None])[0]
page = db.balance_as_html(stop)
- elif parsed_url.path == prefix + '/add_free':
- page = db.add_free(start, end)
- elif parsed_url.path == prefix + '/add_structured':
- page = db.add_structured(start, end)
- elif parsed_url.path == prefix + '/copy_free':
- page = db.add_free(start, end, copy=True)
- elif parsed_url.path == prefix + '/copy_structured':
- page = db.add_structured(start, end, copy=True)
- elif parsed_url.path == prefix + '/move_up':
- nth = db.move_up(start, end)
- self.redirect(prefix + f'/#{nth}')
- return
- elif parsed_url.path == prefix + '/move_down':
- nth = db.move_down(start, end)
- self.redirect(prefix + f'/#{nth}')
- return
+ elif parsed_url.path == prefix + '/edit':
+ index = params.get('i', [-1])[0]
+ page = db.edit(int(index))
else:
page = db.ledger_as_html()
- header = jinja2.Template(html_head).render(prefix=prefix)
- self.send_HTML(header + page)
+ self.send_HTML(page)
diff --git a/todo.py b/todo.py
index 8c911fb..29c1226 100644
--- a/todo.py
+++ b/todo.py
@@ -309,29 +309,45 @@ class TodoDB(PlomDB):
task_rows.sort(key=lambda r: False if not r['todo'] else True, reverse=True)
elif task_sort == 'comment':
task_rows.sort(key=lambda r: '' if not r['todo'] else r['todo'].comment, reverse=True)
- return j2env.get_template('day.html').render(db=self, action=self.prefix+'/day', prev_date=prev_date_str, next_date=next_date_str, task_rows=task_rows, sort=task_sort)
+ done_tasks = []
+ for uuid, task in self.tasks.items():
+ if uuid in self.selected_day.todos.keys():
+ todo = self.selected_day.todos[uuid]
+ if todo.done:
+ done_tasks += [todo]
+ done_tasks.sort(key=lambda t: t.effort, reverse=True)
+ return j2env.get_template('day.html').render(db=self, action=self.prefix+'/day', prev_date=prev_date_str, next_date=next_date_str, task_rows=task_rows, sort=task_sort, done_tasks=done_tasks)
def show_calendar(self, start_date_str, end_date_str):
self.t_filter_and = ['calendar']
self.t_filter_not = ['deleted']
self.set_visibilities()
days_to_show = {}
- todays_date = str(datetime.now())[:10]
- target_start_str = start_date_str if start_date_str else sorted(self.days.keys())[0]
- target_start = todays_date if target_start_str == 'today' else target_start_str
- target_end_str = end_date_str if end_date_str else sorted(self.days.keys())[-1]
- target_end = todays_date if target_end_str == 'today' else target_end_str
- start_date = datetime.strptime(target_start, DATE_FORMAT)
- end_date = datetime.strptime(target_end, DATE_FORMAT)
- for n in range(int((end_date - start_date).days) + 1):
- current_date_obj = start_date + timedelta(n)
- current_date = current_date_obj.strftime(DATE_FORMAT)
- if current_date not in self.days.keys():
- days_to_show[current_date] = self.add_day()
+ todays_date_str = str(datetime.now())[:10]
+ todays_date_obj = datetime.strptime(todays_date_str, DATE_FORMAT)
+ yesterdays_date_obj = todays_date_obj - timedelta(1)
+ yesterdays_date_str = yesterdays_date_obj.strftime(DATE_FORMAT)
+ start_date_obj = datetime.strptime(sorted(self.days.keys())[0], DATE_FORMAT)
+ if start_date_str and len(start_date_str) > 0:
+ if start_date_str in {'today', 'yesterday'}:
+ start_date_obj = todays_date_obj if start_date_str == 'today' else yesterdays_date_obj
+ else:
+ start_date_obj = datetime.strptime(start_date_str, DATE_FORMAT)
+ end_date_obj = datetime.strptime(sorted(self.days.keys())[-1], DATE_FORMAT)
+ if end_date_str and len(end_date_str) > 0:
+ if end_date_str in {'today', 'yesterday'}:
+ end_date_obj = todays_date_obj if end_date_str == 'today' else yesterdays_date_obj
+ else:
+ end_date_obj = datetime.strptime(start_date_str, DATE_FORMAT)
+ for n in range(int((end_date_obj - start_date_obj).days) + 1):
+ current_date_obj = start_date_obj + timedelta(n)
+ current_date_str = current_date_obj.strftime(DATE_FORMAT)
+ if current_date_str not in self.days.keys():
+ days_to_show[current_date_str] = self.add_day()
else:
- days_to_show[current_date] = self.days[current_date]
- days_to_show[current_date].weekday = datetime.strptime(current_date, DATE_FORMAT).strftime('%A')[:2]
- return j2env.get_template('calendar.html').render(db=self, days=days_to_show, action=self.prefix+'/calendar', today=str(datetime.now())[:10], start_date=start_date_str, end_date=end_date_str)
+ days_to_show[current_date_str] = self.days[current_date_str]
+ days_to_show[current_date_str].weekday = datetime.strptime(current_date_str, DATE_FORMAT).strftime('%A')[:2]
+ return j2env.get_template('calendar.html').render(db=self, days=days_to_show, action=self.prefix+'/calendar', start_date=start_date_str, end_date=end_date_str)
def show_todo(self, task_uuid, selected_date, referer):
if selected_date not in self.days.keys():
@@ -552,7 +568,6 @@ class TodoHandler(PlomHandler):
page = 'cookie unset!'
else:
start_date = get_param('start')
- start_date = start_date if start_date else 'today'
end_date = get_param('end')
page = db.show_calendar(start_date, end_date)
if parsed_url.path != app_config['prefix'] + '/unset_cookie':
diff --git a/todo_templates/calendar.html b/todo_templates/calendar.html
index 8f0aa8e..5d49b5a 100644
--- a/todo_templates/calendar.html
+++ b/todo_templates/calendar.html
@@ -7,7 +7,7 @@ td.checkbox { width: 0.1em; height: 0.1em; padding: 0em; text-align: center; }
{% block content %}
-