From: Christian Heller Date: Mon, 23 Oct 2023 01:07:20 +0000 (+0200) Subject: Improvge ledger.py. X-Git-Url: https://plomlompom.com/repos/%7B%7Bdb.prefix%7D%7D/%7B%7B%20web_path%20%7D%7D/decks/do_day?a=commitdiff_plain;h=3cc26ca62b237dd6f5ad480c0391431bdb5728fc;p=misc Improvge ledger.py. --- diff --git a/ledger.py b/ledger.py index 5610293..a1b31eb 100755 --- a/ledger.py +++ b/ledger.py @@ -25,6 +25,104 @@ def apply_booking_to_account_balances(account_sums, account, currency, amount): account_sums[account][currency] += amount +def add_taxes(lines): + import decimal + bookings, _ = parse_lines(lines.copy()) + _, account_sums = bookings_to_account_tree(bookings) + expenses_so_far = -1 * account_sums['Assets']['€'] + needed_income_before_krankenkasse = expenses_so_far + ESt_this_month = 0 + left_over = needed_income_before_krankenkasse - ESt_this_month + too_low = 0 + too_high = 2 * needed_income_before_krankenkasse + E0 = 10908 + E1 = 15999 + E2 = 62809 + E3 = 277825 + while True: + zvE = 12 * needed_income_before_krankenkasse + 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: + ESt = decimal.Decimal(0.45) * (zvE - decimal.Decimal(277825)) + decimal.Decimal(106713.52) + ESt_this_month = ESt / 12 + left_over = needed_income_before_krankenkasse - ESt_this_month + if abs(left_over - expenses_so_far) < 0.1: + break + elif left_over < expenses_so_far: + too_low = needed_income_before_krankenkasse + elif left_over > expenses_so_far: + too_high = needed_income_before_krankenkasse + needed_income_before_krankenkasse = too_low + (too_high - too_low)/2 + line_income_tax = f' Reserves:Einkommenssteuer {ESt_this_month:.2f}€ ; expenses so far: {expenses_so_far:.2f}€; zvE: {zvE:.2f}€; ESt total: {ESt:.2f}€; needed before Krankenkasse: {needed_income_before_krankenkasse:.2f}€' + kk_minimum_income = 1096.67 + kk_factor = decimal.Decimal(0.189) + kk_minimum_tax = decimal.Decimal(207.27) + # kk_minimum_income = 1131.67 + # kk_factor = decimal.Decimal(0.191) + # kk_minimum_tax = decimal.Decimal(216.15) + # kk_factor = decimal.Decimal(0.197) + # kk_minimum_tax = decimal.Decimal(222.94) + kk_add = max(0, kk_factor * needed_income_before_krankenkasse - kk_minimum_tax) + line_kk_minimum = f' Reserves:Month:Krankenkassendefaultbeitrag {kk_minimum_tax:.2f}€ ; assed minimum income {kk_minimum_income:.2f}€ * {kk_factor:.3f}' + line_kk_add = f' Reserves:Month:Krankenkassenbeitragswachstum {kk_add:.2f}€ ; max(0, {kk_factor:.3f} * {needed_income_before_krankenkasse:.2f}€ - {kk_minimum_tax:.2f}€)' + final_minus = expenses_so_far + ESt_this_month + kk_minimum_tax + kk_add + line_finish = f' Assets -{final_minus:.2f}€' + return [line_income_tax, line_kk_minimum, line_kk_add, line_finish] + + +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_lines(lines): import datetime import decimal @@ -55,7 +153,7 @@ def parse_lines(lines): # 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] + 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() == '': @@ -224,7 +322,7 @@ class Database: self.comments += ret[1] def get_lines(self, start, end): - return db.real_lines[start:end] + return self.real_lines[start:end] def replace(self, start, end, lines): import shutil @@ -255,6 +353,14 @@ class Database: class MyServer(BaseHTTPRequestHandler): header = """ + ledger balance @@ -265,27 +371,31 @@ class MyServer(BaseHTTPRequestHandler): footer = "\n" def do_POST(self): + db = Database() length = int(self.headers['content-length']) postvars = parse_qs(self.rfile.read(length).decode(), keep_blank_values=1) parsed_url = urlparse(self.path) if '/add_structured' == parsed_url.path: - n_lines = int(len(postvars) / 4) - date = postvars['date'][0] + date = postvars['date'][0] description = postvars['description'][0] start_comment = postvars['line_0_comment'][0] lines = [f'{date} {description} ; {start_comment}'] - for i in range(1, n_lines): + i = 1 + while f'line_{i}_comment' in postvars.keys(): 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} {currency}' if '' == new_main.rstrip() == comment.rstrip(): # don't write empty lines continue new_line = new_main if comment.rstrip() != '': new_line += f' ; {comment}' - lines += [new_line] + lines += [new_line] + if 'add_income_tax' in postvars.keys(): + lines += add_taxes(lines) elif '/add_free' == parsed_url.path: lines = postvars['booking'][0].splitlines() start = int(postvars['start'][0]) @@ -297,7 +407,10 @@ class MyServer(BaseHTTPRequestHandler): else: db.replace(start, end, lines) self.send_response(301) - self.send_header('Location', '/') + redir_url = '/' + if 'add_income_tax' in postvars.keys(): + redir_url = f'/add_structured?start={start}&end={start+len(lines)-1}' + self.send_header('Location', redir_url) self.end_headers() except HandledException as e: self.send_response(400) @@ -332,47 +445,8 @@ class MyServer(BaseHTTPRequestHandler): self.wfile.write(bytes(page, "utf-8")) def balance_as_html(self, db): - account_sums = {} - for booking in db.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]) lines = [] + account_tree, account_sums = bookings_to_account_tree(db.bookings) def print_subtree(lines, indent, node, subtree, path): line = f"{indent}{node}" n_tabs = 5 - (len(line) // 8) @@ -394,31 +468,58 @@ class MyServer(BaseHTTPRequestHandler): content = "\n".join(lines) return f"
{content}
" + # def ledger_as_html(self, db): + # lines = [] + # line_sep = '
' + # for comment in db.comments: + # line = f' ; {comment}' if comment != '' else '' + # lines += [line + line_sep] + # for booking in db.bookings: + # i = booking.start_line + # suffix = lines[i] + # lines[i] = f'

{booking.date_string} {booking.description}{suffix}' + # for booking_line in booking.lines[1:]: + # i += 1 + # if booking_line == '': + # continue + # suffix = f' {lines[i]}' if len(lines[i]) > 0 else '' + # value = f' {booking_line[1]} {booking_line[2]}' if booking_line[1] else '' + # lines[i] = f'{booking_line[0]}{value}{suffix}' + # lines[i] = lines[i][:-len(line_sep)] + f"""

+# edit : +# structured +# / free +# | co py: +# structured +# / free +#
""" +# return '\n'.join(lines) + def ledger_as_html(self, db): lines = [] - line_sep = '
' for comment in db.comments: - line = f' ; {comment}' if comment != '' else '' - lines += [line + line_sep] + lines += [f'{comment}' if comment != '' else ''] for booking in db.bookings: i = booking.start_line - suffix = lines[i] - lines[i] = f'

{booking.date_string} {booking.description}{suffix}' + booking_end = booking.start_line + len(booking.lines) + lines[i] = f"""{booking.date_string} {booking.description} {lines[i]} +[edit: structured +/ free +| copy:structured +/ free] +""" for booking_line in booking.lines[1:]: i += 1 if booking_line == '': + lines[i] = f'' continue - suffix = f' {lines[i]}' if len(lines[i]) > 0 else '' - value = f' {booking_line[1]} {booking_line[2]}' if booking_line[1] else '' - lines[i] = f'{booking_line[0]}{value}{suffix}' - lines[i] = lines[i][:-len(line_sep)] + f"""

-edit: -structured -/ free -| copy: -structured -/ free -
""" + comment = f' {lines[i]}' if len(lines[i]) > 0 else '' + money = '' + if booking_line[1]: + money = f'{booking_line[1]} {booking_line[2]}' + account = booking_line[0] + lines[i] = f'' + lines[i] = lines[i] + "\n" + '
{lines[i]}
{booking_line[0]}{money}{comment}
' return '\n'.join(lines) def header_add_form(self, action): @@ -430,7 +531,7 @@ edit: return f""" - + """ def add_free(self, db, start=0, end=0, copy=False): @@ -439,47 +540,47 @@ edit: def add_structured(self, db, start=0, end=0, bonus_lines=10, copy=False): import datetime - lines = db.get_lines(start, end) - bookings, comments = parse_lines(lines) + lines = db.get_lines(start, end) + bookings, comments = parse_lines(lines) if len(bookings) > 1: raise HandledException('can only edit single Booking') - input_lines = '' last_line = 0 - def inpu(name, val="", datalist=""): - val = val if val is not None else "" + def inpu(name, val="", datalist="", input_type='text'): + val = val if val is not None else "" safe_val = html.escape(str(val)) datalist_string = '' if datalist == '' else f'list="{datalist}"' - return f'' + return f'' + input_lines = inpu('add_income_tax', 'add income tax', '', 'submit') + '
' today = str(datetime.datetime.now())[:10] if len(bookings) == 0: - input_lines += f'{inpu("date", today)} {inpu("description", "", "descriptions")} ; {inpu("line_0_comment")}
' - last_line = 1 + input_lines += f'{inpu("date", today)} {inpu("description", "", "descriptions")} ; {inpu("line_0_comment")}
' + last_line = 1 else: booking = bookings[0] - last_line = len(comments) + last_line = len(comments) date_string = today if copy else booking.date_string - input_lines += f'{inpu("date", date_string)} {inpu("description", booking.description, "descriptions")} ; {inpu("line_0_comment", comments[0])}
' + input_lines += f'{inpu("date", date_string)} {inpu("description", booking.description, "descriptions")} ; {inpu("line_0_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] - input_lines += f'{inpu(f"line_{i}_account", account, "accounts")} {inpu(f"line_{i}_amount", amount)} {inpu(f"line_{i}_currency", currency, "currencies")} ; {inpu(f"line_{i}_comment", comments[i])}
' + input_lines += f'{inpu(f"line_{i}_account", account, "accounts")} {inpu(f"line_{i}_amount", amount)} {inpu(f"line_{i}_currency", currency, "currencies")} ; {inpu(f"line_{i}_comment", comments[i])}
' for j in range(bonus_lines): - i = j + last_line + i = j + last_line input_lines += f'{inpu(f"line_{i}_account", "", "accounts")} {inpu(f"line_{i}_amount", "", "amounts")} {inpu(f"line_{i}_currency", "", "currencies")} ; {inpu(f"line_{i}_comment")}
' - datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()} + datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()} for b in db.bookings: - datalist_sets['descriptions'].add(b.description) - for account, moneys in b.account_changes.items(): + 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) def build_datalist(name): - datalist = f'' + "\n" + datalist = f'' + "\n" for item in datalist_sets[name]: - safe_item = html.escape(item) + safe_item = html.escape(item) datalist += f'' + "\n" return f"{datalist}\n" datalists = build_datalist('descriptions') @@ -488,8 +589,7 @@ edit: return f'{self.header_add_form("add_structured")}{input_lines}{datalists}{self.footer_add_form(start, end, copy)}' -db = Database() -if __name__ == "__main__": +if __name__ == "__main__": webServer = HTTPServer((hostName, serverPort), MyServer) print(f"Server started http://{hostName}:{serverPort}") try: