plomlompom.com Git - misc/blob - ledger.py

   1 import os
   2 import jinja2
   3 import decimal
   4 from datetime import datetime, timedelta
   5 from urllib.parse import parse_qs, urlparse
   6 from plomlib import PlomDB, PlomException, run_server, PlomHandler
   7
   8 server_port = 8082
   9 db_path = '/home/plom/org/ledger2024.dat'
  10
  11 html_head = """
  12 <style>
  13 body { color: #000000; }
  14 table { margin-bottom: 2em; }
  15 th, td { text-align: left }
  16 input[type=number] { text-align: right; font-family: monospace; }
  17 .money { font-family: monospace; text-align: right; }
  18 .comment { font-style: italic; color: #777777; }
  19 .meta { font-size: 0.75em; color: #777777; }
  20 .full_line_comment { display: block; white-space: nowrap; width: 0; }
  21 </style>
  22 <body>
  23 <a href="{{prefix}}/ledger">ledger</a>
  24 <a href="{{prefix}}/balance">balance</a>
  25 <a href="{{prefix}}/add_free">add free</a>
  26 <a href="{{prefix}}/add_structured">add structured</a>
  27 <hr />
  28 """
  29 booking_html = """
  30 <p id="{{nth}}"><a href="{{prefix}}#{{nth}}">{{date}}</a> {{desc}} <span class="comment">{{head_comment|e}}</span><br />
  31 <span class="meta">[edit: <a href="{{prefix}}/add_structured?start={{start}}&end={{end}}">structured</a>
  32 / <a href="{{prefix}}/add_free?start={{start}}&end={{end}}">free</a>
  33 | copy:<a href="{{prefix}}/copy_structured?start={{start}}&end={{end}}">structured</a>
  34 / <a href="{{prefix}}/copy_free?start={{start}}&end={{end}}">free</a>
  35 | move {% if move_up %}<a href="{{prefix}}/move_up?start={{start}}&end={{end}}">up</a>{% else %}up{% endif %}/{% if move_down %}<a href="{{prefix}}/move_down?start={{start}}&end={{end}}">down</a>{% else %}down{% endif %}
  36 | <a href="{{prefix}}/balance?stop={{nth+1}}">balance after</a>
  37 ]</span>
  38 <table>
  39 {% for l in booking_lines %}
  40 {% if l.acc %}
  41 <tr><td>{{l.acc|e}}</td><td class="money">{{l.money|e}}</td><td class="comment">{{l.comment|e}}</td></tr>
  42 {% else %}
  43 <tr><td><div class="comment full_line_comment">{{l.comment|e}}</div></td></tr>
  44 {% endif %}
  45 {% endfor %}
  46 </table></p>
  47 """
  48 add_form_header = """<form method="POST" action="{{action|e}}">
  49 <input type="submit" name="check" value="check" tabindex="5"  />
  50 <input type="submit" name="revert" value="revert" tabindex="5"  />
  51 """
  52 add_form_footer = """
  53 <input type="hidden" name="start" value={{start}} />
  54 <input type="hidden" name="end" value={{end}} />
  55 <input type="submit" name="save" value="save!" tabindex="5" >
  56 </form>
  57 """
  58 add_free_html = """<br />
  59 <textarea name="booking" rows=10 cols=80>{% for line in lines %}{{ line }}{% if not loop.last %}
  60 {% endif %}{% endfor %}</textarea>
  61 """
  62 add_structured_html = """
  63 <input type="submit" name="add_taxes" value="add taxes" tabindex="5" />
  64 <input type="submit" name="add_taxes2" value="add taxes2" tabindex="5"  />
  65 <input type="submit" name="add_sink" value="add sink" tabindex="5"  />
  66 <input name="replace_from" tabindex="5"  />
  67 <input type="submit" name="replace" value="-> replace ->" tabindex="5"  />
  68 <input name="replace_to" tabindex="5"  />
  69 <input type="submit" name="add_mirror" value="add mirror" tabindex="5"  />
  70 <br />
  71 <input name="date" value="{{date|e}}" size=9 tabindex="3"  />
  72 <input name="description" value="{{desc|e}}" list="descriptions" tabindex="3"  />
  73 <textarea name="line_0_comment" rows=1 cols=20 tabindex="3" >{{head_comment|e}}</textarea>
  74 <input type="submit" name="line_0_add" value="[+]" tabindex="5"  />
  75 <br />
  76 {% for line in booking_lines %}
  77 <input name="line_{{line.i}}_account" value="{{line.acc|e}}" size=40 list="accounts" tabindex="3" />
  78 <input type="number" name="line_{{line.i}}_amount" step=0.01 value="{{line.amt}}" size=10 tabindex="3" />
  79 <input name="line_{{line.i}}_currency" value="{{line.curr|e}}" size=3 list="currencies" tabindex="5" />
  80 <input type="submit" name="line_{{line.i}}_delete" value="[x]" tabindex="5" />
  81 <input type="submit" name="line_{{line.i}}_delete_after" value="[XX]" tabindex="5" />
  82 <input type="submit" name="line_{{line.i}}_add" value="[+]" tabindex="5" />
  83 <textarea name="line_{{line.i}}_comment" rows=1 cols={% if line.comm_cols %}{{line.comm_cols}}{% else %}20{% endif %} tabindex="3">{{line.comment|e}}</textarea>
  84 <br />
  85 {% endfor %}
  86 {% for name, items in datalist_sets.items() %}
  87 <datalist id="{{name}}">
  88 {% for item in items %}
  89   <option value="{{item|e}}">{{item|e}}</option>
  90 {% endfor %}
  91 </datalist>
  92 {% endfor %}
  93 """
  94
  95
  96 def apply_booking_to_account_balances(account_sums, account, currency, amount):
  97     if not account in account_sums:
  98         account_sums[account] = {currency: amount}
  99     elif not currency in account_sums[account].keys():
 100         account_sums[account][currency] = amount
 101     else:
 102         account_sums[account][currency] += amount
 103
 104
 105 def bookings_to_account_tree(bookings):
 106     account_sums = {}
 107     for booking in bookings:
 108         for account, changes in booking.account_changes.items():
 109             for currency, amount in changes.items():
 110                 apply_booking_to_account_balances(account_sums, account, currency, amount)
 111     account_tree = {}
 112     def collect_branches(account_name, path):
 113         node = account_tree
 114         path_copy = path[:]
 115         while len(path_copy) > 0:
 116             step = path_copy.pop(0)
 117             node = node[step]
 118         toks = account_name.split(":", maxsplit=1)
 119         parent = toks[0]
 120         if parent in node.keys():
 121             child = node[parent]
 122         else:
 123             child = {}
 124             node[parent] = child
 125         if len(toks) == 2:
 126             k, v = collect_branches(toks[1], path + [parent])
 127             if k not in child.keys():
 128                 child[k] = v
 129             else:
 130                 child[k].update(v)
 131         return parent, child
 132     for account_name in sorted(account_sums.keys()):
 133         k, v = collect_branches(account_name, [])
 134         if k not in account_tree.keys():
 135             account_tree[k] = v
 136         else:
 137             account_tree[k].update(v)
 138     def collect_totals(parent_path, tree_node):
 139         for k, v in tree_node.items():
 140             child_path = parent_path + ":" + k
 141             for currency, amount in collect_totals(child_path, v).items():
 142                 apply_booking_to_account_balances(account_sums, parent_path, currency, amount)
 143         return account_sums[parent_path]
 144     for account_name in account_tree.keys():
 145         account_sums[account_name] = collect_totals(account_name, account_tree[account_name])
 146     return account_tree, account_sums
 147
 148
 149 def parse_lines(lines, validate_bookings=True):
 150     inside_booking = False
 151     date_string, description = None, None
 152     booking_lines = []
 153     start_line = 0
 154     bookings = []
 155     comments = []
 156     lines = lines.copy() + [''] # to ensure a booking-ending last line
 157     last_date = ''
 158     for i, line in enumerate(lines):
 159         prefix = f"line {i}"
 160         # we start with the case of an utterly empty line
 161         comments += [""]
 162         stripped_line = line.rstrip()
 163         if stripped_line == '':
 164             if inside_booking:
 165                 # assume we finished a booking, finalize, and commit to DB
 166                 if len(booking_lines) < 2:
 167                     raise PlomException(f"{prefix} booking ends to early")
 168                 booking = Booking(date_string, description, booking_lines, start_line, validate_bookings)
 169                 bookings += [booking]
 170             # expect new booking to follow so re-zeroall booking data
 171             inside_booking = False
 172             date_string, description = None, None
 173             booking_lines = []
 174             continue
 175         # if non-empty line, first get comment if any, and commit to DB
 176         split_by_comment = stripped_line.split(sep=";", maxsplit=1)
 177         if len(split_by_comment) == 2:
 178             comments[i] = split_by_comment[1].lstrip()
 179         # 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
 180         non_comment = split_by_comment[0].rstrip()
 181         if non_comment.rstrip() == '':
 182              if inside_booking:
 183                  booking_lines += ['']
 184              continue
 185         # if we're starting a booking, parse by first-line pattern
 186         if not inside_booking:
 187             start_line = i
 188             toks = non_comment.split(maxsplit=1)
 189             date_string = toks[0]
 190             try:
 191                 datetime.strptime(date_string, '%Y-%m-%d')
 192             except ValueError:
 193                 raise PlomException(f"{prefix} bad date string: {date_string}")
 194             if last_date > date_string:
 195                 raise PlomException(f"{prefix} out-of-order-date")
 196             last_date = date_string
 197             try:
 198                 description = toks[1]
 199             except IndexError:
 200                 raise PlomException(f"{prefix} bad description: {description}")
 201             inside_booking = True
 202             booking_lines += [non_comment]
 203             continue
 204         # otherwise, read as transfer data
 205         toks = non_comment.split()  # ignore specification's allowance of single spaces in names
 206         if len(toks) > 3:
 207             raise PlomException(f"{prefix} too many booking line tokens: {toks}")
 208         amount, currency = None, None
 209         account_name = toks[0]
 210         if account_name[0] == '[' and account_name[-1] == ']':
 211             # ignore specification's differentiation of "virtual" accounts
 212             account_name = account_name[1:-1]
 213         decimal_chars = ".-0123456789"
 214         if len(toks) == 3:
 215             i_currency = 1
 216             try:
 217                 amount = decimal.Decimal(toks[1])
 218                 i_currency = 2
 219             except decimal.InvalidOperation:
 220                 try:
 221                     amount = decimal.Decimal(toks[2])
 222                 except decimal.InvalidOperation:
 223                     raise PlomException(f"{prefix} no decimal number in: {toks[1:]}")
 224             currency = toks[i_currency]
 225             if currency[0] in decimal_chars:
 226                 raise PlomException(f"{prefix} currency starts with int, dot, or minus: {currency}")
 227         elif len(toks) == 2:
 228             value = toks[1]
 229             inside_amount = False
 230             inside_currency = False
 231             amount_string = ""
 232             currency = ""
 233             dots_counted = 0
 234             for i, c in enumerate(value):
 235                 if i == 0:
 236                     if c in decimal_chars:
 237                         inside_amount = True
 238                     else:
 239                         inside_currency = True
 240                 if inside_currency:
 241                     if c in decimal_chars and len(amount_string) == 0:
 242                         inside_currency = False
 243                         inside_amount = True
 244                     else:
 245                         currency += c
 246                         continue
 247                 if inside_amount:
 248                     if c not in decimal_chars:
 249                         if len(currency) > 0:
 250                             raise PlomException(f"{prefix} amount has non-decimal chars: {value}")
 251                         inside_currency = True
 252                         inside_amount = False
 253                         currency += c
 254                         continue
 255                     if c == '-' and len(amount_string) > 1:
 256                         raise PlomException(f"{prefix} amount has non-start '-': {value}")
 257                     if c == '.':
 258                         if dots_counted > 1:
 259                             raise PlomException(f"{prefix} amount has multiple dots: {value}")
 260                         dots_counted += 1
 261                     amount_string += c
 262             if len(currency) == 0:
 263                 raise PlomException(f"{prefix} currency missing: {value}")
 264             if len(amount_string) > 0:
 265                 amount = decimal.Decimal(amount_string)
 266         booking_lines += [(account_name, amount, currency)]
 267     if inside_booking:
 268         raise PlomException(f"{prefix} last booking unfinished")
 269     return bookings, comments
 270
 271
 272 class Booking:
 273
 274     def __init__(self, date_string, description, booking_lines, start_line, process=True):
 275         self.date_string = date_string
 276         self.description = description
 277         self.lines = booking_lines
 278         self.start_line = start_line
 279         if process:
 280             self.validate_booking_lines()
 281             self.sink = {}
 282             self.account_changes = self.parse_booking_lines_to_account_changes()
 283
 284     def validate_booking_lines(self):
 285         prefix = f"booking at line {self.start_line}"
 286         sums = {}
 287         empty_values = 0
 288         for line in self.lines[1:]:
 289             if line == '':
 290                 continue
 291             _, amount, currency = line
 292             if amount is None:
 293                 if empty_values > 0:
 294                     raise PlomException(f"{prefix} relates more than one empty value of same currency {currency}")
 295                 empty_values += 1
 296                 continue
 297             if currency not in sums:
 298                 sums[currency] = 0
 299             sums[currency] += amount
 300         if empty_values == 0:
 301             for k, v in sums.items():
 302                 if v != 0:
 303                     raise PlomException(f"{prefix} does not add up to zero / {k} {v}")
 304         else:
 305             sinkable = False
 306             for k, v in sums.items():
 307                 if v != 0:
 308                     sinkable = True
 309             if not sinkable:
 310                 raise PlomException(f"{prefix} has empty value that cannot be filled")
 311
 312     def parse_booking_lines_to_account_changes(self):
 313         account_changes = {}
 314         debt = {}
 315         sink_account = None
 316         for line in self.lines[1:]:
 317             if line == '':
 318                 continue
 319             account, amount, currency = line
 320             if amount is None:
 321                 sink_account = account
 322                 continue
 323             apply_booking_to_account_balances(account_changes, account, currency, amount)
 324             if currency not in debt:
 325                 debt[currency] = amount
 326             else:
 327                 debt[currency] += amount
 328         if sink_account:
 329             for currency, amount in debt.items():
 330                 apply_booking_to_account_balances(account_changes, sink_account, currency, -amount)
 331                 self.sink[currency] = -amount
 332         return account_changes
 333
 334
 335
 336 class LedgerDB(PlomDB):
 337
 338     def __init__(self, prefix):
 339         self.prefix = prefix
 340         self.bookings = []
 341         self.comments = []
 342         self.real_lines = []
 343         super().__init__(db_path)
 344         ret = parse_lines(self.real_lines)
 345         self.bookings += ret[0]
 346         self.comments += ret[1]
 347
 348     def read_db_file(self, f):
 349         self.real_lines += [l.rstrip() for l in f.readlines()]
 350
 351     def get_lines(self, start, end):
 352         return self.real_lines[start:end]
 353
 354     def write_db(self, text, mode='w'):
 355         if text[-1] != '\n':
 356             text += '\n'
 357         self.write_text_to_db(text)
 358
 359     def insert_at_date(self, lines, date):
 360         start_at = 0
 361         if len(self.bookings) > 0:
 362             if date >= self.bookings[-1].date_string:
 363                 start_at = len(self.real_lines)
 364                 lines = [''] + lines
 365             else:
 366                 for b in self.bookings:
 367                     if b.date_string == date:
 368                         start_at = b.start_line
 369                     elif b.date_string > date:
 370                         start_at = b.start_line
 371                         break
 372                 lines += ['']  # DEBUG is new
 373         return self.write_lines_in_total_lines_at(self.real_lines, start_at, lines)
 374
 375     def update(self, start, end, lines, date):
 376         remaining_lines = self.real_lines[:start] + self.real_lines[end:]
 377         n_original_lines = end - start
 378         start_at = len(remaining_lines)
 379         for b in self.bookings:
 380             if b.date_string == date:
 381                 if start_at == len(remaining_lines) or b.start_line == start:
 382                     start_at = b.start_line
 383                     if b.start_line > start:
 384                         start_at -= n_original_lines
 385             elif b.date_string > date:
 386                 break
 387         # print("DEBUG update start_at", start_at, "len(remaining_lines)", len(remaining_lines), "len(self.real_lines)", len(self.real_lines), "end", end)
 388         if start_at != 0 and end != len(self.real_lines) and start_at == len(remaining_lines):
 389             # Add empty predecessor line if appending.
 390             lines = [''] + lines
 391         return self.write_lines_in_total_lines_at(remaining_lines, start_at, lines)
 392
 393     def write_lines_in_total_lines_at(self, total_lines, start_at, lines):
 394         # total_lines = total_lines[:start_at] + lines + [''] + total_lines[start_at:]
 395         total_lines = total_lines[:start_at] + lines + total_lines[start_at:]
 396         _, _ = parse_lines(lines)
 397         text = '\n'.join(total_lines)
 398         self.write_db(text)
 399         return start_at
 400
 401     def get_nth_for_booking_of_start_line(self, start_line):
 402         nth = 0
 403         for b in self.bookings:
 404             if b.start_line >= start_line:
 405                 break
 406             nth += 1
 407         return nth
 408
 409     def add_taxes(self, lines, finish=False):
 410         ret = []
 411         bookings, _ = parse_lines(lines)
 412         date = bookings[0].date_string
 413         acc_kk_add = 'Reserves:KrankenkassenBeitragsWachstum'
 414         acc_kk_minimum = 'Reserves:Month:KrankenkassenDefaultBeitrag'
 415         acc_kk = 'Expenses:KrankenKasse'
 416         acc_est = 'Reserves:Einkommenssteuer'
 417         acc_assets = 'Assets'
 418         acc_buffer = 'Reserves:NeuAnfangsPuffer:Ausgaben'
 419         last_monthbreak_assets = 0
 420         last_monthbreak_est = 0
 421         last_monthbreak_kk_minimum = 0
 422         last_monthbreak_kk_add = 0
 423         buffer_expenses = 0
 424         kk_expenses = 0
 425         est_expenses = 0
 426         months_passed = -int(finish)
 427         for b in self.bookings:
 428             if date == b.date_string:
 429                 break
 430             acc_keys = b.account_changes.keys()
 431             if acc_buffer in acc_keys:
 432                 buffer_expenses -= b.account_changes[acc_buffer]['€']
 433             if acc_kk_add in acc_keys:
 434                 kk_expenses += b.account_changes[acc_kk_add]['€']
 435             if acc_kk in acc_keys:
 436                 kk_expenses += b.account_changes[acc_kk]['€']
 437             if acc_est in acc_keys:
 438                 est_expenses += b.account_changes[acc_est]['€']
 439             if acc_kk_add in acc_keys and acc_kk_minimum in acc_keys:
 440                 months_passed += 1
 441                 if finish:
 442                     last_monthbreak_kk_add = b.account_changes[acc_kk_add]['€']
 443                     last_monthbreak_est = b.account_changes[acc_est]['€']
 444                     last_monthbreak_kk_minimum = b.account_changes[acc_kk_minimum]['€']
 445                     last_monthbreak_assets = b.account_changes[acc_buffer]['€']
 446         old_needed_income_before_anything = - last_monthbreak_assets - last_monthbreak_kk_add - last_monthbreak_kk_minimum - last_monthbreak_est
 447         if finish:
 448             ret += [f'  {acc_est}  {-last_monthbreak_est}€ ; for old assumption of needed income: {old_needed_income_before_anything}€']
 449         _, account_sums = bookings_to_account_tree(bookings)
 450         expenses_so_far = -1 * account_sums[acc_assets]['€'] + old_needed_income_before_anything
 451         needed_income_before_kk = expenses_so_far
 452         ESt_this_month = 0
 453         left_over = needed_income_before_kk - ESt_this_month
 454         too_low = 0
 455         too_high = 2 * needed_income_before_kk
 456         E0 = decimal.Decimal(10908)
 457         E1 = decimal.Decimal(15999)
 458         E2 = decimal.Decimal(62809)
 459         E3 = decimal.Decimal(277825)
 460         while True:
 461             zvE = buffer_expenses - kk_expenses + (12 - months_passed) * needed_income_before_kk
 462             if finish:
 463                 zvE += last_monthbreak_assets + last_monthbreak_kk_add + last_monthbreak_kk_minimum
 464             if zvE < E0:
 465                 ESt = decimal.Decimal(0)
 466             elif zvE < E1:
 467                 y = (zvE - E0)/10000
 468                 ESt = (decimal.Decimal(979.18) * y + 1400) * y
 469             elif zvE < E2:
 470                 y = (zvE - E1)/10000
 471                 ESt = (decimal.Decimal(192.59) * y + 2397) * y + decimal.Decimal(966.53)
 472             elif zvE < E3:
 473                 ESt = decimal.Decimal(0.42) * (zvE - decimal.Decimal(62809))  + decimal.Decimal(16405.54)
 474             else:
 475                 ESt = decimal.Decimal(0.45) * (zvE - decimal.Decimal(277825)) + decimal.Decimal(106713.52)
 476             ESt_this_month = (ESt + last_monthbreak_est - est_expenses) / (12 - months_passed)
 477             left_over = needed_income_before_kk - ESt_this_month
 478             if abs(left_over - expenses_so_far) < 0.001:
 479                 break
 480             elif left_over < expenses_so_far:
 481                 too_low = needed_income_before_kk
 482             elif left_over > expenses_so_far:
 483                 too_high = needed_income_before_kk
 484             needed_income_before_kk = too_low + (too_high - too_low)/2
 485         ESt_this_month = ESt_this_month.quantize(decimal.Decimal('0.00'))
 486         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}€']
 487         kk_minimum_income = 1131.67
 488         if date < '2023-02-01':
 489             kk_minimum_income = decimal.Decimal(1096.67)
 490             kk_factor = decimal.Decimal(0.189)
 491             kk_minimum_tax = decimal.Decimal(207.27).quantize(decimal.Decimal('0.00'))
 492         elif date < '2023-08-01':
 493             kk_factor = decimal.Decimal(0.191)
 494             kk_minimum_tax = decimal.Decimal(216.15).quantize(decimal.Decimal('0.00'))
 495         else:
 496             kk_factor = decimal.Decimal(0.197)
 497             kk_minimum_tax = decimal.Decimal(222.94).quantize(decimal.Decimal('0.00'))
 498         kk_add_so_far = account_sums[acc_kk_add]['€'] if acc_kk_add in account_sums.keys() else 0
 499         kk_add = needed_income_before_kk / (1 - kk_factor) - needed_income_before_kk - kk_minimum_tax
 500         hit_kk_minimum_income_limit = False
 501         if kk_add_so_far + kk_add < 0:
 502             hit_kk_minimum_income_limit = True
 503             kk_add_uncorrect = kk_add
 504             kk_add = -(kk_add + kk_add_so_far)
 505         kk_add = decimal.Decimal(kk_add).quantize(decimal.Decimal('0.00'))
 506         if finish:
 507             ret += [f'  {acc_kk_add}  {-last_monthbreak_kk_add}€  ; for old assumption of needed income']
 508         else:
 509             ret += [f'  {acc_kk_minimum}  {kk_minimum_tax}€  ; assumed minimum income {kk_minimum_income:.2f}€ * {kk_factor:.3f}']
 510         if hit_kk_minimum_income_limit:
 511             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}€) below 0']
 512         else:
 513             ret += [f'  {acc_kk_add}  {kk_add}€  ; {needed_income_before_kk:.2f}€ / (1 - {kk_factor:.3f}) - {needed_income_before_kk:.2f}€ - {kk_minimum_tax}€']
 514         diff = - last_monthbreak_est + ESt_this_month - last_monthbreak_kk_add + kk_add
 515         if not finish:
 516             diff += kk_minimum_tax
 517         final_minus = expenses_so_far - old_needed_income_before_anything + diff
 518         ret += [f'  {acc_assets}  {-diff} €']
 519         ret += [f'  {acc_assets}  {final_minus} €']
 520         year_needed = buffer_expenses + final_minus + (12 - months_passed - 1) * final_minus
 521         if finish:
 522             ret += [f'  {acc_buffer}  {-final_minus} €']
 523         else:
 524             ret += [f'  {acc_buffer}  {-final_minus} € ; assume as to earn in year: {acc_buffer} + {12 - months_passed - 1} * this = {year_needed}']
 525         return ret
 526
 527     def add_mirror(self, lines):
 528         ret = []
 529         bookings, _ = parse_lines(lines)
 530         booking = bookings[0]
 531         for line in booking.lines[1:]:
 532             ret += [f'?  {-line[1]} {line[2]}']
 533         return ret
 534
 535     def ledger_as_html(self):
 536         booking_tmpl = jinja2.Template(booking_html)
 537         single_c_tmpl = jinja2.Template('<span class="comment">{{c|e}}</span><br />')  ##
 538         elements_to_write = []
 539         last_i = i = 0  ##
 540         for nth, booking in enumerate(self.bookings):
 541             move_up = nth > 0 and self.bookings[nth - 1].date_string == booking.date_string
 542             move_down = nth < len(self.bookings) - 1 and self.bookings[nth + 1].date_string == booking.date_string
 543             booking_end = last_i = booking.start_line + len(booking.lines)
 544             booking_lines = []
 545             i = booking.start_line  ##
 546             elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:i] if c != '']  ##
 547             for booking_line in booking.lines[1:]:
 548                  i += 1  ##
 549                  comment = self.comments[i]  ##
 550                  if booking_line == '':
 551                      booking_lines += [{'acc': None, 'money': None, 'comment': comment}]  ##
 552                      continue
 553                  account = booking_line[0]
 554                  money = ''
 555                  if booking_line[1] is not None:
 556                      money = f'{booking_line[1]} {booking_line[2]}'
 557                  booking_lines += [{'acc': booking_line[0], 'money':money, 'comment':comment}]  ##
 558             elements_to_write += [booking_tmpl.render(
 559                 prefix=self.prefix,
 560                 nth=nth,
 561                 start=booking.start_line,
 562                 end=booking_end,
 563                 date=booking.date_string,
 564                 desc=booking.description,
 565                 head_comment=self.comments[booking.start_line],
 566                 move_up=move_up,
 567                 move_down=move_down,
 568                 booking_lines = booking_lines)]
 569         elements_to_write += [single_c_tmpl.render(c=c) for c in self.comments[last_i:] if c != '']  #
 570         return '\n'.join(elements_to_write)
 571
 572     def balance_as_html(self, until=None):
 573         bookings = self.bookings[:until if until is None else int(until)]
 574         lines = []
 575         account_tree, account_sums = bookings_to_account_tree(bookings)
 576         def print_subtree(lines, indent, node, subtree, path):
 577             line = f"{indent}{node}"
 578             n_tabs = 5 - (len(line) // 8)
 579             line += n_tabs * "\t"
 580             if "€" in account_sums[path + node].keys():
 581                 amount = account_sums[path + node]["€"]
 582                 line += f"{amount:9.2f} €\t"
 583             else:
 584                 line += f"\t\t"
 585             for currency, amount in account_sums[path + node].items():
 586                 if currency != '€' and amount != 0:
 587                     line += f"{amount:5.2f} {currency}\t"
 588             lines += [line]
 589             indent += "  "
 590             for k, v in sorted(subtree.items()):
 591                 print_subtree(lines, indent, k, v, path + node + ":")
 592         for k, v in sorted(account_tree.items()):
 593             print_subtree(lines, "", k, v, "")
 594         content = "\n".join(lines)
 595         return f"<pre>{content}</pre>"
 596
 597     def add_free(self, start=0, end=0, copy=False):
 598         tmpl = jinja2.Template(add_form_header + add_free_html + add_form_footer)
 599         lines = self.get_lines(start, end)
 600         if copy:
 601             start = end = 0
 602         return tmpl.render(action=self.prefix + '/add_free', start=start, end=end, lines=lines)
 603
 604     def add_structured(self, start=0, end=0, copy=False, temp_lines=[], add_empty_line=None):
 605         tmpl = jinja2.Template(add_form_header + add_structured_html + add_form_footer)
 606         lines = temp_lines if len(''.join(temp_lines)) > 0 else self.get_lines(start, end)
 607         bookings, comments = parse_lines(lines, validate_bookings=False)
 608         if len(bookings) > 1:
 609             raise PlomException('can only structurally edit single Booking')
 610         if add_empty_line is not None:
 611             comments = comments[:add_empty_line+1] + [''] + comments[add_empty_line+1:]
 612             booking = bookings[0]
 613             booking.lines = booking.lines[:add_empty_line+1] + [''] + booking.lines[add_empty_line+1:]
 614         action = self.prefix + '/add_structured'
 615         datalist_sets = {'descriptions': set(), 'accounts': set(), 'currencies': set()}
 616         for b in self.bookings:
 617             datalist_sets['descriptions'].add(b.description)
 618             for account, moneys in b.account_changes.items():
 619                 datalist_sets['accounts'].add(account)
 620                 for currency in moneys.keys():
 621                     datalist_sets['currencies'].add(currency)
 622         content = ''
 623         today = str(datetime.now())[:10]
 624         booking_lines = []
 625         if copy:
 626             start = end = 0
 627         desc = head_comment = ''
 628         if len(bookings) == 0:
 629             date=today
 630         else:
 631             booking = bookings[0]
 632             desc = booking.description
 633             date = today if copy else booking.date_string
 634             head_comment=comments[0]
 635             for i in range(1, len(comments)):
 636                 account = amount = currency = ''
 637                 if i < len(booking.lines) and booking.lines[i] != '':
 638                     account = booking.lines[i][0]
 639                     amount = booking.lines[i][1]
 640                     currency = booking.lines[i][2]
 641                 booking_lines += [{
 642                         'i': i,
 643                         'acc': account,
 644                         'amt': amount,
 645                         'curr': currency if currency else '€',
 646                         'comment': comments[i],
 647                         'comm_cols': len(comments[i])}]
 648         for i in range(len(comments), len(comments) + 8):
 649             booking_lines += [{'i': i, 'acc': '', 'amt': '', 'curr': '€', 'comment': ''}]
 650         content += tmpl.render(
 651                 action=action,
 652                 date=date,
 653                 desc=desc,
 654                 head_comment=head_comment,
 655                 booking_lines=booking_lines,
 656                 datalist_sets=datalist_sets,
 657                 start=start,
 658                 end=end)
 659         return content
 660
 661     def move_up(self, start, end):
 662         prev_booking = None
 663         for redir_nth, b in enumerate(self.bookings):
 664             if b.start_line >= start:
 665                 break
 666             prev_booking = b
 667         start_at = prev_booking.start_line
 668         self.make_move(start, end, start_at)
 669         return redir_nth - 1
 670
 671     def move_down(self, start, end):
 672         next_booking = None
 673         for redir_nth, b in enumerate(self.bookings):
 674             if b.start_line > start:
 675                 next_booking = b
 676                 break
 677         # start_at = next_booking.start_line + len(next_booking.lines) - (end - start) + 1
 678         # self.make_move(start, end, start_at-1)
 679         start_at = next_booking.start_line + len(next_booking.lines) - (end - start)
 680         print("DEBUG", start, end, start_at)
 681         self.make_move(start, end, start_at)
 682         return redir_nth
 683
 684     def make_move(self, start, end, start_at):
 685         # FIXME currently broken due to changed self.write_lines_in_total_lines_at, easy fix would be lines += [""] maybe?
 686         lines = self.get_lines(start, end)
 687         if start == 0:
 688             total_lines = self.real_lines[end+1:]
 689             lines = [''] + lines
 690             start_at += 1
 691         else:
 692             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
 693             lines += ['']
 694         self.write_lines_in_total_lines_at(total_lines, start_at, lines)
 695
 696     def booking_lines_from_postvars(self, postvars):
 697         add_empty_line = None
 698         date = postvars['date'][0]
 699         description = postvars['description'][0]
 700         start_comment = postvars['line_0_comment'][0]
 701         start_line = f'{date} {description}'
 702         if start_comment.rstrip() != '':
 703             start_line += f' ; {start_comment}'
 704         lines = [start_line]
 705         if 'line_0_add' in postvars.keys():
 706             add_empty_line = 0
 707         i = j = 1
 708         while f'line_{i}_comment' in postvars.keys():
 709             if f'line_{i}_delete' in postvars.keys():
 710                 i += 1
 711                 continue
 712             elif f'line_{i}_delete_after' in postvars.keys():
 713                 break
 714             elif f'line_{i}_add' in postvars.keys():
 715                 add_empty_line = j
 716             account = postvars[f'line_{i}_account'][0]
 717             amount = postvars[f'line_{i}_amount'][0]
 718             currency = postvars[f'line_{i}_currency'][0]
 719             comment = postvars[f'line_{i}_comment'][0]
 720             i += 1
 721             new_main = f'  {account}  {amount}'
 722             if '' == new_main.rstrip() == comment.rstrip():  # don't write empty lines, ignore currency if nothing else set
 723                 continue
 724             if len(amount.rstrip()) > 0:
 725                 new_main += f' {currency}'
 726             j += 1
 727             new_line = new_main
 728             if comment.rstrip() != '':
 729                 new_line += f'  ; {comment}'
 730             lines += [new_line]
 731         if 'add_sink' in postvars.keys():
 732             temp_lines = lines.copy() + ['_']
 733             try:
 734                 temp_bookings, _ = parse_lines(temp_lines)
 735                 for currency in temp_bookings[0].sink:
 736                     amount = temp_bookings[0].sink[currency]
 737                     # lines += [f'Assets  {amount:.2f} {currency}']
 738                     lines += [f'Assets  {amount} {currency}']
 739             except PlomException:
 740                 pass
 741         elif 'add_taxes' in postvars.keys():
 742             lines += self.add_taxes(lines, finish=False)
 743         elif 'add_taxes2' in postvars.keys():
 744             lines += self.add_taxes(lines, finish=True)
 745         elif 'replace' in postvars.keys():
 746             for i, line in enumerate(lines):
 747                 lines[i] = line.replace(postvars['replace_from'][0], postvars['replace_to'][0])
 748         elif 'add_mirror' in postvars.keys():
 749             lines += self.add_mirror(lines)
 750         return lines, add_empty_line
 751
 752
 753
 754 class LedgerHandler(PlomHandler):
 755
 756     def app_init(self, handler):
 757         default_path = '/ledger'
 758         handler.add_route('GET', default_path, self.forward_gets)
 759         handler.add_route('POST', default_path, self.forward_posts)
 760         return 'ledger', default_path
 761
 762     def do_POST(self):
 763         self.try_do(self.forward_posts)
 764
 765     def forward_posts(self):
 766         prefix = self.apps['ledger'] if hasattr(self, 'apps') else ''
 767         parsed_url = urlparse(self.path)
 768         length = int(self.headers['content-length'])
 769         postvars = parse_qs(self.rfile.read(length).decode(), keep_blank_values=1)
 770         start = int(postvars['start'][0])
 771         end = int(postvars['end'][0])
 772         print("DEBUG start, end", start, end)
 773         db = LedgerDB(prefix)
 774         add_empty_line = None
 775         lines = []
 776         # get inputs
 777         if prefix + '/add_structured' == parsed_url.path and not 'revert' in postvars.keys():
 778             lines, add_empty_line = db.booking_lines_from_postvars(postvars)
 779         elif prefix + '/add_free' == parsed_url.path and not 'revert' in postvars.keys():
 780             lines = postvars['booking'][0].splitlines()
 781         # validate where appropriate
 782         if ('save' in postvars.keys()) or ('check' in postvars.keys()):
 783             _, _ = parse_lines(lines)
 784         # if saving, process where to and where to redirect after
 785         if 'save' in postvars.keys():
 786             last_date = str(datetime.now())[:10]
 787             if len(db.bookings) > 0:
 788                 last_date = db.bookings[-1].date_string
 789             target_date = last_date[:]
 790             first_line_tokens = lines[0].split() if len(lines) > 0 else ''
 791             first_token = first_line_tokens[0] if len(first_line_tokens) > 0 else ''
 792             try:
 793                 datetime.strptime(first_token, '%Y-%m-%d')
 794                 target_date = first_token
 795             except ValueError:
 796                  pass
 797             if start == end == 0:
 798                 start = db.insert_at_date(lines, target_date)
 799                 nth = db.get_nth_for_booking_of_start_line(start)
 800             else:
 801                 new_start = db.update(start, end, lines, target_date)
 802                 print("DEBUG save", new_start, start, end, lines)
 803                 nth = db.get_nth_for_booking_of_start_line(new_start)
 804                 if new_start > start:
 805                     nth -= 1
 806             self.redirect(prefix + f'/#{nth}')
 807         # otherwise just re-build editing form
 808         else:
 809             if prefix + '/add_structured' == parsed_url.path:
 810                 edit_content = db.add_structured(start, end, temp_lines=lines, add_empty_line=add_empty_line)
 811             else:
 812                 edit_content = db.add_free(start, end)
 813             header = jinja2.Template(html_head).render(prefix=prefix)
 814             self.send_HTML(header + edit_content)
 815
 816     def do_GET(self):
 817         self.try_do(self.forward_gets)
 818
 819     def forward_gets(self):
 820         prefix = self.apps['ledger'] if hasattr(self, 'apps') else ''
 821         parsed_url = urlparse(self.path)
 822         params = parse_qs(parsed_url.query)
 823         start = int(params.get('start', ['0'])[0])
 824         end = int(params.get('end', ['0'])[0])
 825         db = LedgerDB(prefix=prefix)
 826         if parsed_url.path == prefix + '/balance':
 827             stop = params.get('stop', [None])[0]
 828             page = db.balance_as_html(stop)
 829         elif parsed_url.path == prefix + '/add_free':
 830             page = db.add_free(start, end)
 831         elif parsed_url.path == prefix + '/add_structured':
 832             page = db.add_structured(start, end)
 833         elif parsed_url.path == prefix + '/copy_free':
 834             page = db.add_free(start, end, copy=True)
 835         elif parsed_url.path == prefix + '/copy_structured':
 836             page = db.add_structured(start, end, copy=True)
 837         elif parsed_url.path == prefix + '/move_up':
 838             nth = db.move_up(start, end)
 839             self.redirect(prefix + f'/#{nth}')
 840             return
 841         elif parsed_url.path == prefix + '/move_down':
 842             nth = db.move_down(start, end)
 843             self.redirect(prefix + f'/#{nth}')
 844             return
 845         else:
 846             page = db.ledger_as_html()
 847         header = jinja2.Template(html_head).render(prefix=prefix)
 848         self.send_HTML(header + page)
 849
 850
 851
 852 if __name__ == "__main__":
 853     run_server(server_port, LedgerHandler)