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budget: bucketing
This commit is contained in:
Mykola Orliuk
Simon Michael
parent
3a632acea0
commit
d5c2ed4fa7
@ -5,14 +5,22 @@
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--package text
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-}
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{-# LANGUAGE OverloadedStrings #-}
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import Control.Arrow (first)
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import Data.Maybe
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import Data.List
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import System.Console.CmdArgs
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import Hledger.Cli
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import Hledger.Cli.Main (mainmode)
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import Hledger.Data.AutoTransaction
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budgetFlags :: [Flag RawOpts]
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budgetFlags =
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[ flagNone ["no-buckets"] (setboolopt "no-buckets") "show all accounts besides mentioned in periodic transactions"
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, flagNone ["no-offset"] (setboolopt "no-offset") "do not add up periodic transactions"
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]
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actions :: [(Mode RawOpts, CliOpts -> IO ())]
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actions =
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actions = first injectBudgetFlags <$>
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[ (manmode, man)
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, (infomode, info')
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, (balancemode, flip withJournalDo' balance)
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@ -23,6 +31,21 @@ actions =
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, (printmode, flip withJournalDo' print')
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]
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injectBudgetFlags :: Mode RawOpts -> Mode RawOpts
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injectBudgetFlags = injectFlags "\nBudgeting" budgetFlags
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-- maybe lenses will help...
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injectFlags :: String -> [Flag RawOpts] -> Mode RawOpts -> Mode RawOpts
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injectFlags section flags mode0 = mode' where
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mode' = mode0 { modeGroupFlags = groupFlags' }
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groupFlags0 = modeGroupFlags mode0
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groupFlags' = groupFlags0 { groupNamed = namedFlags' }
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namedFlags0 = groupNamed groupFlags0
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namedFlags' =
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case ((section ==) . fst) `partition` namedFlags0 of
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([g], gs) -> (fst g, snd g ++ flags) : gs
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_ -> (section, flags) : namedFlags0
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cmdmode :: Mode RawOpts
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cmdmode = (mainmode [])
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{ modeNames = ["hledger-budget"]
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@ -47,21 +70,41 @@ withJournalDo' opts = withJournalDo opts . wrapper where
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mtxns = jmodifiertxns j
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dates = jdatespan j
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ts' = map modifier $ jtxns j
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ts'' = [makeBudget t | pt <- jperiodictxns j, t <- runPeriodicTransaction pt dates] ++ ts'
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ts'' | boolopt "no-offset" $ rawopts_ opts' = ts'
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| otherwise= [makeBudget t | pt <- jperiodictxns j, t <- runPeriodicTransaction pt dates] ++ ts'
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makeBudget t = txnTieKnot $ t
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{ tdescription = "Budget transaction"
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, tpostings = map makeBudgetPosting $ tpostings t
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}
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makeBudgetPosting p = p { pamount = negate $ pamount p }
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j' <- journalBalanceTransactions' opts' j{ jtxns = ts'' }
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f opts' j'
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-- re-map account names into buckets from periodic transaction
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let buckets = budgetBuckets j
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remapAccount "" = "<unbucketed>"
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remapAccount an
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| an `elem` buckets = an
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| otherwise = remapAccount (parentAccountName an)
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remapPosting p = p { paccount = remapAccount $ paccount p, porigin = Just . fromMaybe p $ porigin p }
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remapTxn = mapPostings (map remapPosting)
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let j'' | boolopt "no-buckets" $ rawopts_ opts' = j'
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| null buckets = j'
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| otherwise = j' { jtxns = remapTxn <$> jtxns j' }
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-- finally feed to real command
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f opts' j''
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budgetBuckets :: Journal -> [AccountName]
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budgetBuckets = nub . map paccount . concatMap ptpostings . jperiodictxns
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mapPostings :: ([Posting] -> [Posting]) -> (Transaction -> Transaction)
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mapPostings f t = txnTieKnot $ t { tpostings = f $ tpostings t }
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main :: IO ()
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main = do
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rawopts <- fmap decodeRawOpts . processArgs $ cmdmode
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opts <- rawOptsToCliOpts rawopts
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let cmd = command_ opts
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case find (\e -> cmd `elem` modeNames (fst e)) actions of
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case find (\e -> command_ opts `elem` modeNames (fst e)) actions of
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Just (amode, _) | "h" `elem` map fst (rawopts_ opts) -> print amode
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Just (_, action) -> action opts
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Nothing -> print cmdmode
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@ -115,6 +115,7 @@ runghc ../../bin/hledger-budget.hs reg -f -
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>>>=0
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# Periodical transactions within journal being applied with inverted sign in amounts
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# As well, accounts from periodic transaction being used for bucketing
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runghc ../../bin/hledger-budget.hs bal -f - --no-total -DH expenses
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<<<
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~ daily from 2016/12/31
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@ -133,7 +134,7 @@ runghc ../../bin/hledger-budget.hs bal -f - --no-total -DH expenses
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expenses:fee *-0.008 ; cash withdraw fee
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2016/12/31
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expenses:housing $600
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expenses:housing:rent $600
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assets:cash
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2017/1/1
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@ -162,3 +163,103 @@ Ending balances (historical) in 2016/12/26-2017/01/04:
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>>>2
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>>>=0
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# We still can disable bucketing keeping rewrites and budget offset
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runghc ../../bin/hledger-budget.hs bal -f - --no-total --no-buckets -DH expenses
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<<<
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~ daily from 2016/12/31
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expenses:food $8
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assets
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= ^assets:bank$ date:2017/1 amt:<0
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assets:bank *0.008
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expenses:fee *-0.008 ; cash withdraw fee
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2016/12/31
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expenses:housing:rent $600
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assets:bank
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2017/1/1
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expenses:food $20
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expenses:leisure $15
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expenses:grocery $30
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assets:bank
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>>>
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Ending balances (historical) in 2016/12/31-2017/01/01:
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|| 2016/12/31 2017/01/01
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=======================++=========================
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expenses:fee || 0 $1
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expenses:food || $-8 $4
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expenses:grocery || 0 $30
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expenses:housing:rent || $600 $600
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expenses:leisure || 0 $15
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>>>2
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>>>=0
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# We can disable offset keeping rewrites and bucketing
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# Note that original account names used for query
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runghc ../../bin/hledger-budget.hs bal -f - --no-total --no-offset -DH expenses
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<<<
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~ daily from 2016/12/31
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expenses:food $8
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assets
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= ^assets:bank$ date:2017/1 amt:<0
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assets:bank *0.008
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expenses:fee *-0.008 ; cash withdraw fee
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2016/12/31
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expenses:housing:rent $600
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assets:bank
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2017/1/1
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expenses:food $20
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expenses:leisure $15
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expenses:grocery $30
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assets:bank
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>>>
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Ending balances (historical) in 2016/12/31-2017/01/01:
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|| 2016/12/31 2017/01/01
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===============++=========================
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<unbucketed> || $600 $646
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expenses:food || 0 $20
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>>>2
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>>>=0
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# We can keep just rewrites
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runghc ../../bin/hledger-budget.hs bal -f - --no-total --no-buckets --no-offset -DH expenses
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<<<
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~ daily from 2016/12/31
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expenses:food $8
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assets
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= ^assets:bank$ date:2017/1 amt:<0
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assets:bank *0.008
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expenses:fee *-0.008 ; cash withdraw fee
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2016/12/31
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expenses:housing:rent $600
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assets:bank
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2017/1/1
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expenses:food $20
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expenses:leisure $15
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expenses:grocery $30
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assets:bank
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>>>
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Ending balances (historical) in 2016/12/31-2017/01/01:
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|| 2016/12/31 2017/01/01
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=======================++=========================
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expenses:fee || 0 $1
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expenses:food || 0 $20
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expenses:grocery || 0 $30
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expenses:housing:rent || $600 $600
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expenses:leisure || 0 $15
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>>>2
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>>>=0
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