X-Git-Url: https://plomlompom.com/repos/%7B%7Bprefix%7D%7D/edit?a=blobdiff_plain;f=ledger.py;h=22e36a38dc095af1c6ca986f53ad03274ef9a623;hb=bd32647c67dd9a4979a39efaf31bfe63c82c72d0;hp=2b2a80764104057ccf3e03ef62a29ecd291c15b1;hpb=fb98793f5731cb56c3122ce813ea85158040abed;p=misc
diff --git a/ledger.py b/ledger.py
index 2b2a807..22e36a3 100755
--- a/ledger.py
+++ b/ledger.py
@@ -1,16 +1,98 @@
-from http.server import BaseHTTPRequestHandler, HTTPServer
import os
-import html
import jinja2
import decimal
-import datetime
+from datetime import datetime, timedelta
from urllib.parse import parse_qs, urlparse
-hostName = "localhost"
-serverPort = 8082
+from plomlib import PlomDB, PlomException, run_server, PlomHandler
+server_port = 8082
+db_path = '/home/plom/org/ledger2023.dat'
-class HandledException(Exception):
- pass
+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):
@@ -67,7 +149,6 @@ def bookings_to_account_tree(bookings):
def parse_lines(lines, validate_bookings=True):
- import datetime
inside_booking = False
date_string, description = None, None
booking_lines = []
@@ -85,7 +166,7 @@ def parse_lines(lines, validate_bookings=True):
if inside_booking:
# assume we finished a booking, finalize, and commit to DB
if len(booking_lines) < 2:
- raise HandledException(f"{prefix} booking ends to early")
+ 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
@@ -109,23 +190,23 @@ def parse_lines(lines, validate_bookings=True):
toks = non_comment.split(maxsplit=1)
date_string = toks[0]
try:
- datetime.datetime.strptime(date_string, '%Y-%m-%d')
+ datetime.strptime(date_string, '%Y-%m-%d')
except ValueError:
- raise HandledException(f"{prefix} bad date string: {date_string}")
+ raise PlomException(f"{prefix} bad date string: {date_string}")
if last_date > date_string:
- raise HandledException(f"{prefix} out-of-order-date")
+ raise PlomException(f"{prefix} out-of-order-date")
last_date = date_string
try:
description = toks[1]
except IndexError:
- raise HandledException(f"{prefix} bad description: {description}")
+ 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 HandledException(f"{prefix} too many booking line tokens: {toks}")
+ 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] == ']':
@@ -141,10 +222,10 @@ def parse_lines(lines, validate_bookings=True):
try:
amount = decimal.Decimal(toks[2])
except decimal.InvalidOperation:
- raise HandledException(f"{prefix} no decimal number in: {toks[1:]}")
+ raise PlomException(f"{prefix} no decimal number in: {toks[1:]}")
currency = toks[i_currency]
if currency[0] in decimal_chars:
- raise HandledException(f"{prefix} currency starts with int, dot, or minus: {currency}")
+ raise PlomException(f"{prefix} currency starts with int, dot, or minus: {currency}")
elif len(toks) == 2:
value = toks[1]
inside_amount = False
@@ -168,25 +249,25 @@ def parse_lines(lines, validate_bookings=True):
if inside_amount:
if c not in decimal_chars:
if len(currency) > 0:
- raise HandledException(f"{prefix} amount has non-decimal chars: {value}")
+ 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 HandledException(f"{prefix} amount has non-start '-': {value}")
+ raise PlomException(f"{prefix} amount has non-start '-': {value}")
if c == '.':
if dots_counted > 1:
- raise HandledException(f"{prefix} amount has multiple dots: {value}")
+ raise PlomException(f"{prefix} amount has multiple dots: {value}")
dots_counted += 1
amount_string += c
if len(currency) == 0:
- raise HandledException(f"{prefix} currency missing: {value}")
+ 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 HandledException(f"{prefix} last booking unfinished")
+ raise PlomException(f"{prefix} last booking unfinished")
return bookings, comments
@@ -212,7 +293,7 @@ class Booking:
_, amount, currency = line
if amount is None:
if empty_values > 0:
- raise HandledException(f"{prefix} relates more than one empty value of same currency {currency}")
+ raise PlomException(f"{prefix} relates more than one empty value of same currency {currency}")
empty_values += 1
continue
if currency not in sums:
@@ -221,14 +302,14 @@ class Booking:
if empty_values == 0:
for k, v in sums.items():
if v != 0:
- raise HandledException(f"{prefix} does not add up to zero / {k} {v}")
+ 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 HandledException(f"{prefix} has empty value that cannot be filled")
+ raise PlomException(f"{prefix} has empty value that cannot be filled")
def parse_booking_lines_to_account_changes(self):
account_changes = {}
@@ -254,88 +335,74 @@ class Booking:
-class Database:
+class LedgerDB(PlomDB):
- def __init__(self):
- db_name = "_ledger"
- self.db_file = db_name + ".json"
- self.lock_file = db_name+ ".lock"
+ def __init__(self, prefix):
+ self.prefix = prefix
self.bookings = []
self.comments = []
self.real_lines = []
- if os.path.exists(self.db_file):
- with open(self.db_file, "r") as f:
- self.real_lines += [l.rstrip() for l in f.readlines()]
+ super().__init__(db_path)
ret = parse_lines(self.real_lines)
self.bookings += ret[0]
self.comments += ret[1]
+ def read_db_file(self, f):
+ self.real_lines += [l.rstrip() for l in f.readlines()]
+
def get_lines(self, start, end):
return self.real_lines[start:end]
def write_db(self, text, mode='w'):
- import shutil
- if os.path.exists(self.lock_file):
- raise HandledException('Sorry, lock file!')
- f = open(self.lock_file, 'w+')
- f.close()
-
- # always back up most recent to .bak
- bakpath = f'{self.db_file}.bak'
- shutil.copy(self.db_file, bakpath)
-
- # collect modification times of numbered .bak files
- bak_prefix = f'{bakpath}.'
- backup_dates = []
- i = 0
- bak_as = f'{bak_prefix}{i}'
- while os.path.exists(bak_as):
- mod_time = os.path.getmtime(bak_as)
- backup_dates += [str(datetime.datetime.fromtimestamp(mod_time))]
- i += 1
- bak_as = f'{bak_prefix}{i}'
-
- # collect what numbered .bak files to save
- to_save = []
- datetime_len = 19
- now = str(datetime.datetime.now())[:datetime_len]
- while datetime_len > 2:
- for i, date in reversed(list(enumerate(backup_dates))):
- if date[:datetime_len] == now:
- if i not in to_save:
- to_save += [i]
+ 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
- datetime_len -= 1
- now = now[:datetime_len]
-
- # remove redundant backup files
- j = 0
- for i in reversed(to_save):
- if i != j:
- source = f'{bak_prefix}{i}'
- target = f'{bak_prefix}{j}'
- shutil.move(source, target)
- j += 1
- for i in range(j, len(backup_dates)):
- try:
- os.remove(f'{bak_prefix}{i}')
- except FileNotFoundError:
- pass
+ return self.write_lines_in_total_lines_at(self.real_lines, start_at, lines)
- #
- shutil.copy(self.db_file, f'{bak_prefix}{j}')
- with open(self.db_file, mode) as f:
- f.write(text);
- os.remove(self.lock_file)
+ def update(self, start, end, lines, date):
+ total_lines = self.real_lines[:start] + self.real_lines[end:]
+ n_original_lines = end - start
+ start_at = len(total_lines)
+ for b in self.bookings:
+ if b.date_string == date:
+ if start_at == len(total_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
+ if start_at == len(total_lines):
+ lines = [''] + lines
+ return self.write_lines_in_total_lines_at(total_lines, start_at, lines)
- def replace(self, start, end, lines):
- total_lines = self.real_lines[:start] + lines + self.real_lines[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:]
+ _, _ = parse_lines(lines)
text = '\n'.join(total_lines)
self.write_db(text)
+ return start_at
- def append(self, lines):
- text = '\n\n' + '\n'.join(lines) + '\n\n'
- self.write_db(text, 'a')
+ 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 add_taxes(self, lines, finish=False):
ret = []
@@ -374,11 +441,11 @@ class Database:
last_monthbreak_est = b.account_changes[acc_est]['â¬']
last_monthbreak_kk_minimum = b.account_changes[acc_kk_minimum]['â¬']
last_monthbreak_assets = b.account_changes[acc_buffer]['â¬']
- old_needed_income = last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum + last_monthbreak_est
+ old_needed_income_before_anything = - last_monthbreak_assets - last_monthbreak_kk_add - last_monthbreak_kk_minimum - last_monthbreak_est
if finish:
- ret += [f' {acc_est} {-last_monthbreak_est}⬠; for old assumption of needed income: {old_needed_income}â¬']
+ ret += [f' {acc_est} {-last_monthbreak_est}⬠; for old assumption of needed income: {old_needed_income_before_anything}â¬']
_, account_sums = bookings_to_account_tree(bookings)
- expenses_so_far = -1 * account_sums[acc_assets]['â¬'] - old_needed_income
+ expenses_so_far = -1 * account_sums[acc_assets]['â¬'] + old_needed_income_before_anything
needed_income_before_kk = expenses_so_far
ESt_this_month = 0
left_over = needed_income_before_kk - ESt_this_month
@@ -426,227 +493,58 @@ class Database:
else:
kk_factor = decimal.Decimal(0.197)
kk_minimum_tax = decimal.Decimal(222.94).quantize(decimal.Decimal('0.00'))
- kk_add = max(0, kk_factor * needed_income_before_kk - kk_minimum_tax)
+ kk_add_so_far = account_sums[acc_kk_add]['â¬'] if acc_kk_add in account_sums.keys() else 0
+ kk_add = needed_income_before_kk / (1 - kk_factor) - needed_income_before_kk - 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'))
if finish:
- ret += [f' {acc_kk_add} {-last_monthbreak_kk_add}⬠; max(0, {kk_factor:.3f} * {-(old_needed_income - last_monthbreak_est):.2f}⬠- {kk_minimum_tax}â¬)']
+ ret += [f' {acc_kk_add} {-last_monthbreak_kk_add}⬠; for old assumption of needed income']
else:
ret += [f' {acc_kk_minimum} {kk_minimum_tax}⬠; assumed minimum income {kk_minimum_income:.2f}⬠* {kk_factor:.3f}']
- ret += [f' {acc_kk_add} {kk_add}⬠; max(0, {kk_factor:.3f} * {needed_income_before_kk:.2f}⬠- {kk_minimum_tax}â¬)']
+ if hit_kk_minimum_income_limit:
+ ret += [f' {acc_kk_add} {kk_add}⬠; {needed_income_before_kk:.2f}⬠/ (1 - {kk_factor:.3f}) - {needed_income_before_kk:.2f}⬠- {kk_minimum_tax}⬠= {kk_add_uncorrect:.2f}⬠would reduce current {acc_kk_dd} ({kk_add_so_far:.2f}â¬) below 0']
+ else:
+ ret += [f' {acc_kk_add} {kk_add}⬠; {needed_income_before_kk:.2f}⬠/ (1 - {kk_factor:.3f}) - {needed_income_before_kk:.2f}⬠- {kk_minimum_tax}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 + diff
+ final_minus = expenses_so_far - old_needed_income_before_anything + diff
ret += [f' {acc_assets} {-diff} â¬']
ret += [f' {acc_assets} {final_minus} â¬']
year_needed = buffer_expenses + final_minus + (12 - months_passed - 1) * final_minus
- ret += [f' {acc_buffer} {-final_minus} ⬠; assume as to earn in year: {acc_buffer} + {12 - months_passed - 1} * this = {-year_needed}']
+ if finish:
+ ret += [f' {acc_buffer} {-final_minus} â¬']
+ else:
+ 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
-class MyServer(BaseHTTPRequestHandler):
- header = """
-
-
-
-ledger
-balance
-add free
-add structured
-
-"""
- booking_tmpl = jinja2.Template("""
-{{date}} {{desc}}
-[edit: structured
-/ free
-| copy:structured
-/ free
-| balance after
-]
-
-{% for l in booking_lines %}
-{% if l.acc %}
-{{l.acc|e}} | {{l.money|e}} |
-{% else %}
- |
-{% endif %}
-{% endfor %}
-
-""")
- add_form_footer = """
-
-
-
-
-"""
- footer = "\n"
-
- def do_POST(self):
- try:
- 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])
-
- db = Database()
- add_empty_line = None
- lines = []
- if '/add_structured' == parsed_url.path and not 'revert' in postvars.keys():
- date = postvars['date'][0]
- description = postvars['description'][0]
- start_comment = postvars['line_0_comment'][0]
- lines = [f'{date} {description} ; {start_comment}']
- 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}']
- except HandledException:
- pass
- if 'add_taxes' in postvars.keys():
- lines += db.add_taxes(lines, finish=False)
- elif 'add_taxes2' in postvars.keys():
- lines += db.add_taxes(lines, finish=True)
- elif '/add_free' == parsed_url.path:
- lines = postvars['booking'][0].splitlines()
-
- if ('save' in postvars.keys()) or ('check' in postvars.keys()):
- _, _ = parse_lines(lines)
-
- if 'save' in postvars.keys():
- if start == end == 0:
- db.append(lines)
- redir_url = f'/#last'
- else:
- db.replace(start, end, lines)
- nth = 0
- for i, b in enumerate(db.bookings):
- if b.start_line == start:
- nth = i
- break
- redir_url = f'/#{nth}'
- self.send_code_and_headers(301, [('Location', redir_url)])
- else: # implicit assumption: this only happens on /add_structured flows
- page = self.header + self.add_structured(db, start, end, temp_lines=lines, add_empty_line=add_empty_line) + self.footer
- self.send_HTML(page)
- except HandledException as e:
- self.fail_400(e)
-
- def do_GET(self):
- try:
- 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 = Database()
- page = self.header
- if parsed_url.path == '/balance':
- stop = params.get('stop', [None])[0]
- page += self.balance_as_html(db, stop)
- elif parsed_url.path == '/add_free':
- page += self.add_free(db, start, end)
- elif parsed_url.path == '/add_structured':
- page += self.add_structured(db, start, end)
- elif parsed_url.path == '/copy_free':
- page += self.add_free(db, start, end, copy=True)
- elif parsed_url.path == '/copy_structured':
- page += self.add_structured(db, start, end, copy=True)
- else:
- page += self.ledger_as_html(db)
- page += self.footer
- self.send_HTML(page)
- except HandledException as e:
- self.fail_400(e)
-
- def fail_400(self, e):
- page = f'{self.header}ERROR: {e}{self.footer}'
- self.send_HTML(page, 400)
-
- def send_HTML(self, html, code=200):
- self.send_code_and_headers(code, [('Content-type', 'text/html')])
- self.wfile.write(bytes(html, "utf-8"))
-
- def send_code_and_headers(self, code, headers=[]):
- self.send_response(code)
- for fieldname, content in headers:
- self.send_header(fieldname, content)
- self.end_headers()
-
- def balance_as_html(self, db, until=None):
- bookings = db.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 ledger_as_html(self, db):
+ 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(db.bookings):
+ 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 db.comments[last_i:i] if c != ''] ##
+ 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 = db.comments[i] ##
+ comment = self.comments[i] ##
if booking_line == '':
booking_lines += [{'acc': None, 'money': None, 'comment': comment}] ##
continue
@@ -655,94 +553,83 @@ input[type=number] { text-align: right; font-family: monospace; }
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 += [self.booking_tmpl.render(
+ 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=db.comments[booking.start_line],
+ 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 db.comments[last_i:] if c != ''] #
+ 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 add_free(self, db, start=0, end=0, copy=False):
- tmpl = jinja2.Template("""
-