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Improve ledger.py.
authorChristian Heller <c.heller@plomlompom.de>
Fri, 3 Nov 2023 23:58:33 +0000 (00:58 +0100)
committerChristian Heller <c.heller@plomlompom.de>
Fri, 3 Nov 2023 23:58:33 +0000 (00:58 +0100)
ledger.py

index f7f722c56cfb930d91f33183dffac2dde1868068..6e0a482bffa4b66a57202d84027c1f718dfca933 100755 (executable)
--- a/ledger.py
+++ b/ledger.py
@@ -2,7 +2,7 @@ from http.server import BaseHTTPRequestHandler, HTTPServer
 import sys
 import os
 import html
-import jinja2 
+import jinja2
 import decimal
 from urllib.parse import parse_qs, urlparse
 hostName = "localhost"
@@ -319,7 +319,7 @@ class Database:
         kk_expenses = 0
         est_expenses = 0
         for b in self.bookings:
-            if date == b.date_string: 
+            if date == b.date_string:
                 break
             acc_keys = b.account_changes.keys()
             if acc_buffer in acc_keys:
@@ -331,29 +331,29 @@ class Database:
             if acc_est in acc_keys:
                 est_expenses += b.account_changes[acc_est]['€']
             if finish and acc_kk_add in acc_keys and acc_kk_minimum in acc_keys:
-                last_monthbreak_kk_add = b.account_changes[acc_kk_add]['€'] 
-                last_monthbreak_est = b.account_changes[acc_est]['€'] 
-                last_monthbreak_kk_minimum = b.account_changes[acc_kk_minimum]['€'] 
-                last_monthbreak_assets = b.account_changes[acc_buffer]['€'] 
-        old_needed_income = last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum + last_monthbreak_est 
+                last_monthbreak_kk_add = b.account_changes[acc_kk_add]['€']
+                last_monthbreak_est = b.account_changes[acc_est]['€']
+                last_monthbreak_kk_minimum = b.account_changes[acc_kk_minimum]['€']
+                last_monthbreak_assets = b.account_changes[acc_buffer]['€']
+        old_needed_income = 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}€']
         _, account_sums = bookings_to_account_tree(bookings)
-        expenses_so_far = -1 * account_sums[acc_assets]['€'] - old_needed_income 
+        expenses_so_far = -1 * account_sums[acc_assets]['€'] - old_needed_income
         needed_income_before_kk = expenses_so_far
         ESt_this_month = 0
         left_over = needed_income_before_kk - ESt_this_month
         too_low = 0
-        too_high = 2 * needed_income_before_kk 
+        too_high = 2 * needed_income_before_kk
         E0 = decimal.Decimal(10908)
         E1 = decimal.Decimal(15999)
-        E2 = decimal.Decimal(62809) 
-        E3 = decimal.Decimal(277825) 
+        E2 = decimal.Decimal(62809)
+        E3 = decimal.Decimal(277825)
         months_passed = int(date[5:7]) - 1
         while True:
             zvE = buffer_expenses - kk_expenses + (12 - months_passed) * needed_income_before_kk
             if finish:
-                zvE += last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum 
+                zvE += last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum
             if zvE < E0:
                 ESt = decimal.Decimal(0)
             elif zvE < E1:
@@ -364,8 +364,8 @@ class Database:
                 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) 
+            else:
+                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_income_before_kk - ESt_this_month
             if abs(left_over - expenses_so_far) < 0.001:
@@ -377,16 +377,16 @@ class Database:
             needed_income_before_kk = too_low + (too_high - too_low)/2
         ESt_this_month = ESt_this_month.quantize(decimal.Decimal('0.00'))
         ret += [f'  {acc_est}  {ESt_this_month}€ ; expenses so far: {expenses_so_far:.2f}€; zvE: {zvE:.2f}€; ESt total: {ESt:.2f}€; needed before Krankenkasse: {needed_income_before_kk:.2f}€']
-        kk_minimum_income = 1131.67 
+        kk_minimum_income = 1131.67
         if date < '2023-02-01':
-            kk_minimum_income = decimal.Decimal(1096.67) 
-            kk_factor = decimal.Decimal(0.189) 
+            kk_minimum_income = decimal.Decimal(1096.67)
+            kk_factor = decimal.Decimal(0.189)
             kk_minimum_tax = decimal.Decimal(207.27).quantize(decimal.Decimal('0.00'))
         elif date < '2023-08-01':
-            kk_factor = decimal.Decimal(0.191) 
+            kk_factor = decimal.Decimal(0.191)
             kk_minimum_tax = decimal.Decimal(216.15).quantize(decimal.Decimal('0.00'))
         else:
-            kk_factor = decimal.Decimal(0.197) 
+            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 = decimal.Decimal(kk_add).quantize(decimal.Decimal('0.00'))
@@ -395,7 +395,7 @@ class Database:
         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}€)']
-        diff = - last_monthbreak_est + ESt_this_month - last_monthbreak_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 + diff
@@ -415,15 +415,35 @@ th, td { text-align: left }
 input[type=number] { text-align: right; font-family: monospace; }
 .money { font-family: monospace; text-align: right; }
 .comment { font-style: italic; color: #777777; }
+.meta { font-size: 0.75em; color: #777777; }
 .full_line_comment { display: block; white-space: nowrap; width: 0; }
 </style>
 <body>
-<a href="/ledger">ledger</a>
+<a href="/ledger1">ledger1</a>
+<a href="/ledger2">ledger2</a>
 <a href="/balance">balance</a>
 <a href="/add_free">add free</a>
 <a href="/add_structured">add structured</a>
 <hr />
 """
+    booking_tmpl = jinja2.Template("""
+<p id="{{start}}"><a href="#{{start}}">{{date}}</a> {{desc}} <span class="comment">{{head_comment|e}}</span><br />
+<span class="meta">[edit: <a href="/add_structured?start={{start}}&end={{end}}">structured</a>
+/ <a href="/add_free?start={{start}}&end={{end}}">free</a>
+| copy:<a href="/copy_structured?start={{start}}&end={{end}}">structured</a>
+/ <a href="/copy_free?start={{start}}&end={{end}}">free</a>
+| balance <a href="/balance?stop={{date}}&plus={{steps_after_date}}">before</a> or <a href="/balance?stop={{date}}&plus={{steps_after_date + 1}}">after</a>
+]</span>
+<table>
+{% for l in booking_lines %}
+{% if l.acc %}
+<tr><td>{{l.acc|e}}</td><td class="money">{{l.money|e}}</td><td class="comment">{{l.comment|e}}</td></tr>
+{% else %}
+<tr><td><div class="comment full_line_comment">{{l.comment|e}}</div></td></tr>
+{% endif %}
+{% endfor %}
+</table></p>
+""")
     footer = "</body>\n<html>"
 
     def do_POST(self):
@@ -432,7 +452,7 @@ input[type=number] { text-align: right; font-family: monospace; }
         postvars = parse_qs(self.rfile.read(length).decode(), keep_blank_values=1)
         parsed_url = urlparse(self.path)
         lines = []
-        add_empty_line = None 
+        add_empty_line = None
         start = int(postvars['start'][0])
         end = int(postvars['end'][0])
         if '/add_structured' == parsed_url.path and not 'revert' in postvars.keys():
@@ -447,7 +467,9 @@ input[type=number] { text-align: right; font-family: monospace; }
                 if f'line_{i}_delete' in postvars.keys():
                     i += 1
                     continue
-                if f'line_{i}_add' in postvars.keys():
+                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]
@@ -506,7 +528,8 @@ input[type=number] { text-align: right; font-family: monospace; }
         end = int(params.get('end', ['0'])[0])
         if parsed_url.path == '/balance':
             stop_date = params.get('stop', [None])[0]
-            page += self.balance_as_html(db, stop_date)
+            plus = int(params.get('plus', [0])[0])
+            page += self.balance_as_html(db, stop_date, plus)
         elif parsed_url.path == '/add_free':
             page += self.add_free(db, start, end)
         elif parsed_url.path == '/add_structured':
@@ -522,14 +545,20 @@ input[type=number] { text-align: right; font-family: monospace; }
         page += self.footer
         self.wfile.write(bytes(page, "utf-8"))
 
-    def balance_as_html(self, db, stop_date=None):
+    def balance_as_html(self, db, stop_date=None, plus=0):
         lines = []
         bookings = db.bookings
         if stop_date:
-            bookings = [] 
+            bookings = []
+            i = -1
             for b in db.bookings:
                 if b.date_string == stop_date:
+                    if -1 == i:
+                        i = 0
+                if i >= plus:
                     break
+                if i > -1:
+                    i += 1
                 bookings += [b]
         account_tree, account_sums = bookings_to_account_tree(bookings)
         def print_subtree(lines, indent, node, subtree, path):
@@ -553,116 +582,100 @@ input[type=number] { text-align: right; font-family: monospace; }
         content = "\n".join(lines)
         return f"<pre>{content}</pre>"
 
-    def ledger2_as_html(self, db):
-        single_c_tmpl = jinja2.Template('<span class="comment">{{c|e}}</span><br />')
-        booking_tmpl = jinja2.Template("""
-<p id="{{start}}"><a href="#{{start}}">{{date}}</a> {{desc}} <span class="comment">{{head_comment|e}}</span>
-[edit: <a href="/add_structured?start={{start}}&end={{end}}">structured</a> 
-/ <a href="/add_free?start={{start}}&end={{end}}">free</a> 
-| copy:<a href="/copy_structured?start={{start}}&end={{end}}">structured</a>
-/ <a href="/copy_free?start={{start}}&end={{end}}">free</a>]
-<table>
-{% for l in booking_lines %}
-<tr><td>{{l.acc|e}}</td><td class="money">{{l.money|e}}</td><td class="money">{{l.balance|e}}</td></tr>
-{% endfor %}
-</table></p>
-""")
+    def ledger_as_html(self, db):
         elements_to_write = []
-        account_sums = {}
+        account_sums = {}  ##
+        nth_of_same_date = 0
+        same_date = ''
         for booking in db.bookings:
-            i = booking.start_line
+            if booking.date_string == same_date:
+                nth_of_same_date += 1
+            else:
+                same_date = booking.date_string
+                nth_of_same_date = 0
             booking_end = booking.start_line + len(booking.lines)
             booking_lines = []
             for booking_line in booking.lines[1:]:
                 if booking_line == '':
                     continue
-                account = booking_line[0] 
-                account_toks = account.split(':') 
-                path = ''
-                for tok in account_toks:
-                    path += tok
-                    if not path in account_sums.keys():
-                        account_sums[path] = {}
-                    path += ':' 
-                moneys = []
+                account = booking_line[0]  ##
+                account_toks = account.split(':')  ##
+                path = ''  ##
+                for tok in account_toks: ##
+                    path += tok  ##
+                    if not path in account_sums.keys():  ##
+                        account_sums[path] = {}  ##
+                    path += ':'  ##
+                moneys = []  ##
                 money = ''
                 if booking_line[1] is not None:
-                    moneys += [(booking_line[1], booking_line[2])]
+                    moneys += [(booking_line[1], booking_line[2])]  ##
                     money = f'{moneys[0][0]} {moneys[0][1]}'
-                else:
-                    for currency, amount in booking.sink.items():
-                        moneys += {(amount, currency)} 
-                    money = '['
-                    for m in moneys:
-                        money += f'{m[0]} {m[1]} '
-                    money += ']'
-                balance = ''
-                for amount, currency in moneys:
-                    path = ''
-                    for tok in account_toks:
-                        path += tok
-                        if not currency in account_sums[path].keys():
-                            account_sums[path][currency] = 0
-                        account_sums[path][currency] += amount 
-                        path += ':' 
-                    balance += f'{account_sums[account][currency]} {currency}' 
-                booking_lines += [{'acc': booking_line[0], 'money':money, 'balance':balance}] 
-            elements_to_write += [booking_tmpl.render(
+                else:  ##
+                    for currency, amount in booking.sink.items():  ##
+                        moneys += {(amount, currency)}  ##
+                    money = '['  ##
+                    for m in moneys:  ##
+                        money += f'{m[0]} {m[1]} ' ##
+                    money += ']'  ##
+                balance = ''  ##
+                for amount, currency in moneys:  ##
+                    path = ''  ##
+                    for tok in account_toks:  ##
+                        path += tok  ##
+                        if not currency in account_sums[path].keys():  ##
+                            account_sums[path][currency] = 0  ##
+                        account_sums[path][currency] += amount  ##
+                        path += ':'   ##
+                    balance += f'{account_sums[account][currency]} {currency}'  ##
+                booking_lines += [{'acc': booking_line[0], 'money':money, 'comment':balance}]  ##
+            elements_to_write += [self.booking_tmpl.render(
                 start=booking.start_line,
                 end=booking_end,
                 date=booking.date_string,
                 desc=booking.description,
                 head_comment=db.comments[booking.start_line],
+                steps_after_date=nth_of_same_date,
                 booking_lines = booking_lines)]
-        return '\n'.join(elements_to_write) 
+        return '\n'.join(elements_to_write)
 
-    def ledger_as_html(self, db):
+    def ledger2_as_html(self, db):
         single_c_tmpl = jinja2.Template('<span class="comment">{{c|e}}</span><br />')
-        booking_tmpl = jinja2.Template("""
-<p id="{{start}}"><a {% if last %}id="last"{% endif %} href="#{{start}}">{{date}}</a> {{desc}} <span class="comment">{{head_comment|e}}</span>
-[edit: <a href="/add_structured?start={{start}}&end={{end}}">structured</a> 
-/ <a href="/add_free?start={{start}}&end={{end}}">free</a> 
-| copy:<a href="/copy_structured?start={{start}}&end={{end}}">structured</a>
-/ <a href="/copy_free?start={{start}}&end={{end}}">free</a>]
-<table>
-{% for l in booking_lines %}
-{% if l.acc %}
-<tr><td>{{l.acc|e}}</td><td class="money">{{l.money|e}}</td><td class="comment">{{l.comment|e}}</td></tr>
-{% else %}
-<tr><td><div class="comment full_line_comment">{{l.comment|e}}</div></td></tr>
-{% endif %}
-{% endfor %}
-</table></p>
-""")
         elements_to_write = []
-        last_i = i = 0
-        last_start = db.bookings[-1].start_line
+        last_i = i = 0  ##
+        nth_of_same_date = 0
+        same_date = ''
         for booking in db.bookings:
-            i = booking.start_line
-            elements_to_write += [single_c_tmpl.render(c=c) for c in db.comments[last_i:i] if c != '']
+            if booking.date_string == same_date:
+                nth_of_same_date += 1
+            else:
+                same_date = booking.date_string
+                nth_of_same_date = 0
+            i = booking.start_line  ##
+            elements_to_write += [single_c_tmpl.render(c=c) for c in db.comments[last_i:i] if c != '']  ##
             booking_end = last_i = booking.start_line + len(booking.lines)
             booking_lines = []
             for booking_line in booking.lines[1:]:
-                i += 1
-                comment = db.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(
-                last=booking.start_line == last_start,
+                 i += 1
+                 comment = db.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 += [self.booking_tmpl.render(
                 start=booking.start_line,
                 end=booking_end,
                 date=booking.date_string,
                 desc=booking.description,
                 head_comment=db.comments[booking.start_line],
+                steps_after_date=nth_of_same_date,
                 booking_lines = booking_lines)]
         elements_to_write += [single_c_tmpl.render(c=c) for c in db.comments[last_i:] if c != '']
-        return '\n'.join(elements_to_write) 
+        return '\n'.join(elements_to_write)
 
     def add_free(self, db, start=0, end=0, copy=False):
         tmpl = jinja2.Template("""
@@ -679,7 +692,7 @@ input[type=number] { text-align: right; font-family: monospace; }
         lines = db.get_lines(start, end)
         if copy:
             start = end = 0
-        return tmpl.render(action='add_free', start=start, end=end, lines=lines) 
+        return tmpl.render(action='add_free', start=start, end=end, lines=lines)
 
     def add_structured(self, db, start=0, end=0, copy=False, temp_lines=[], add_empty_line=None):
         tmpl = jinja2.Template("""
@@ -699,6 +712,7 @@ input[type=number] { text-align: right; font-family: monospace; }
 <input type="number" name="line_{{line.i}}_amount" step=0.01 value="{{line.amt}}" size=10 />
 <input name="line_{{line.i}}_currency" value="{{line.curr|e}}" size=3 list="currencies" />
 <input type="submit" name="line_{{line.i}}_delete" value="[x]" />
+<input type="submit" name="line_{{line.i}}_delete_after" value="[XX]" />
 <input type="submit" name="line_{{line.i}}_add" value="[+]" />
 <textarea name="line_{{line.i}}_comment" rows=1 cols={% if line.comm_cols %}{{line.comm_cols}}{% else %}20{% endif %}>{{line.comment|e}}</textarea>
 <br />
@@ -723,7 +737,7 @@ input[type=number] { text-align: right; font-family: monospace; }
         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:] 
+            booking.lines = booking.lines[:add_empty_line+1] + [''] + booking.lines[add_empty_line+1:]
         action = 'add_structured'
         datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()}
         for b in db.bookings:
@@ -741,7 +755,7 @@ input[type=number] { text-align: right; font-family: monospace; }
         if len(bookings) == 0:
             for i in range(1, 3):
                 booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': '', 'comment': ''}]
-            date=today 
+            date=today
         else:
             booking = bookings[0]
             desc = booking.description
@@ -755,25 +769,25 @@ input[type=number] { text-align: right; font-family: monospace; }
                     amount = booking.lines[i][1]
                     currency = booking.lines[i][2]
                 booking_lines += [{
-                        'i': i, 
+                        'i': i,
                         'acc': account,
-                        'amt': amount, 
+                        'amt': amount,
                         'curr': currency if currency else '',
                         'comment': comments[i],
                         'comm_cols': len(comments[i])}]
         content += tmpl.render(
-                action=action, 
+                action=action,
                 date=date,
                 desc=desc,
-                head_comment=head_comment, 
+                head_comment=head_comment,
                 booking_lines=booking_lines,
                 datalist_sets=datalist_sets,
                 start=start,
-                end=end) 
-        return content 
+                end=end)
+        return content
 
 
-if __name__ == "__main__":    
+if __name__ == "__main__":  
     webServer = HTTPServer((hostName, serverPort), MyServer)
     print(f"Server started http://{hostName}:{serverPort}")
     try: