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%7Bprefix%7D%7D/%7B%7Bdb.prefix%7D%7D/todos?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}} {{head_comment|e}}
-[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 %} - -{% else %} - -{% endif %} -{% endfor %} -
{{l.acc|e}}{{l.money|e}}{{l.comment|e}}
{{l.comment|e}}

-""" -add_form_header = """
- - -""" -add_form_footer = """ - - - -
-""" -add_free_html = """
- -""" -add_structured_html = """ - - - - - - - -
- - - - -
-{% for line in booking_lines %} - - - - - - - -
-{% endfor %} -{% for name, items in datalist_sets.items() %} - -{% for item in items %} - -{% endfor %} - -{% 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}} {{head_comment|e}}
+# [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 %} +# +# {% else %} +# +# {% endif %} +# {% endfor %} +#
{{l.acc|e}}{{l.money|e}}{{l.comment|e}}
{{l.comment|e}}

+# """ +# add_form_header = """
+# +# +# """ +# add_form_footer = """ +# +# +# +#
+# """ +# add_free_html = """
+# +# """ +# add_structured_html = """ +# +# +# +# +# +# +# +#
+# +# +# +# +#
+# {% for line in booking_lines %} +# +# +# +# +# +# +# +#
+# {% endfor %} +# {% for name, items in datalist_sets.items() %} +# +# {% for item in items %} +# +# {% endfor %} +# +# {% 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}…' + 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['€'] + 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, '€')] + 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]['€'] 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, '€')] + self.transfer_lines += [TransferLine(None, acc_kk_add, kk_add, '€')] + 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, '€')] + self.transfer_lines += [TransferLine(None, acc_assets, final_minus, '€')] + self.transfer_lines += [TransferLine(None, acc_buffer, -final_minus, '€')] + + 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('{{c|e}}
') ## - 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('{{c|e}}
') ## + # 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 "€" in account_sums[path + node].keys(): - amount = account_sums[path + node]["€"] - line += f"{amount:9.2f} €\t" - else: - line += f"\t\t" - for currency, amount in account_sums[path + node].items(): - if currency != '€' 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 "€" in account_sums[path + node].keys(): + # amount = account_sums[path + node]["€"] + # line += f"{amount:9.2f} €\t" + # else: + # line += f"\t\t" + # for currency, amount in account_sums[path + node].items(): + # if currency != '€' 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 '€', - 'comment': comments[i], - 'comm_cols': len(comments[i])}] - for i in range(len(comments), len(comments) + 8): - booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': '€', '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 '€', + # 'comment': comments[i], + # 'comm_cols': len(comments[i])}] + # for i in range(len(comments), len(comments) + 8): + # booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': '€', '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 %}

-from: +from: to:

diff --git a/todo_templates/day.html b/todo_templates/day.html index 4f5f1fc..6231aea 100644 --- a/todo_templates/day.html +++ b/todo_templates/day.html @@ -1,7 +1,7 @@ {% extends 'base.html' %} {% block css %} table.alternating tr:nth-child(even) { - background-color: #f2f2f2; + background-color: #e2e2e2; } table.alternating tr:nth-child(odd) { background-color: #ffffff; @@ -22,15 +22,26 @@ input[type="number"] { text-align: right; }

-

edit day

+

-prev | {{db.selected_date}} | next | -{{ db.selected_day.todos_sum|round(2) }} ({{ db.selected_day.todos_sum2|round(2)}}) | +| prev | {{db.selected_date}} | next | comment:

+
+done: {{ db.selected_day.todos_sum|round(2) }} ({{ db.selected_day.todos_sum2|round(2)}}) + +{% for todo in done_tasks %} + + + + + +{% endfor %} +
{{todo.task.current_title|e}}{{todo.effort}}{{todo.comment}}
+
diff --git a/todo_templates/tasks.html b/todo_templates/tasks.html index 29ae64f..7d245dc 100644 --- a/todo_templates/tasks.html +++ b/todo_templates/tasks.html @@ -1,7 +1,7 @@ {% extends 'base.html' %} {% block css %} table.alternating tr:nth-child(even) { - background-color: #f2f2f2; + background-color: #e2e2e2; } table.alternating tr:nth-child(odd) { background-color: #ffffff;
task