Added quick balance check to ledger-mode
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Craig Earls
parent
98f8df5583
commit
33c046d068
3 changed files with 51 additions and 30 deletions
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@ -233,6 +233,14 @@ automatically place any amounts such that their last digit is aligned to
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the column specified by @code{ledger-post-amount-alignment-column},
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which defaults to 52. @xref{Ledger Post Customization Group}.
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@node Quick Balance Display
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@subsection Quick Balance Display
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You will often want to quickly check the balance of an account. The
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easiest way it to position point on the account you are interested in,
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and type @code{C-C C-P}. The minibuffer will ask you to verify the name
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of the account you want, if it is already correct hit return, then the
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balance of the account will be displayed in the minibuffer.
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@node Editing Amounts, Marking Transactions, Adding Transactions, The Ledger Buffer
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@section Editing Amounts
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GNU Calc is a very powerful Reverse Polish Notation calculator built
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@ -56,6 +56,21 @@
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": "))))
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(read-string default-prompt nil 'ledger-minibuffer-history default)))
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(defun ledger-display-balance-at-point ()
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"Display the cleared-or-pending balance.
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And calculate the target-delta of the account being reconciled."
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(interactive)
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(let* ((account (ledger-read-account-with-prompt "Account balance to show"))
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(pending (ledger-reconcile-get-cleared-or-pending-balance (current-buffer) account)))
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(when pending
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(if ledger-target
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(message "Pending balance: %s, Difference from target: %s"
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(ledger-commodity-to-string pending)
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(ledger-commodity-to-string (-commodity ledger-target pending)))
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(message "Pending balance: %s"
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(ledger-commodity-to-string pending))))))
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(defun ledger-magic-tab (&optional interactively)
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"Decide what to with with <TAB> .
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Can be pcomplete, or align-posting"
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@ -120,6 +135,7 @@ Can be pcomplete, or align-posting"
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(define-key map [(control ?c) (control ?t)] 'ledger-insert-effective-date)
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(define-key map [(control ?c) (control ?u)] 'ledger-schedule-upcoming)
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(define-key map [(control ?c) (control ?y)] 'ledger-set-year)
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(define-key map [(control ?c) (control ?p)] 'ledger-display-balance-at-point)
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(define-key map [tab] 'ledger-magic-tab)
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(define-key map [(control ?i)] 'ledger-magic-tab)
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(define-key map [(control ?c) tab] 'ledger-fully-complete-xact)
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@ -163,6 +179,7 @@ Can be pcomplete, or align-posting"
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(define-key map [toggle-xact] '(menu-item "Toggle Current Transaction" ledger-toggle-current-transaction))
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(define-key map [sep4] '(menu-item "--"))
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(define-key map [recon-account] '(menu-item "Reconcile Account" ledger-reconcile))
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(define-key map [check-balance] '(menu-item "Check Balance" ledger-display-balance-at-point))
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(define-key map [sep6] '(menu-item "--"))
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(define-key map [edit-amount] '(menu-item "Calc on Amount" ledger-post-edit-amount))
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(define-key map [sep] '(menu-item "--"))
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@ -73,29 +73,28 @@ reconcile-finish will mark all pending posting cleared."
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:group 'ledger-reconcile)
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(defun ledger-reconcile-get-cleared-or-pending-balance ()
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(defun ledger-reconcile-get-cleared-or-pending-balance (buffer account)
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"Calculate the cleared or pending balance of the account."
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(interactive)
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;; these vars are buffer local, need to hold them for use in the
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;; temp buffer below
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(let ((buffer ledger-buf)
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(account ledger-acct))
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(with-temp-buffer
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;; note that in the line below, the --format option is
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;; separated from the actual format string. emacs does not
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;; split arguments like the shell does, so you need to
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;; specify the individual fields in the command line.
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(if (ledger-exec-ledger buffer (current-buffer)
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"balance" "--limit" "cleared or pending" "--empty" "--collapse"
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"--format" "%(display_total)" account)
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(ledger-split-commodity-string
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(buffer-substring-no-properties (point-min) (point-max)))))))
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(with-temp-buffer
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;; note that in the line below, the --format option is
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;; separated from the actual format string. emacs does not
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;; split arguments like the shell does, so you need to
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;; specify the individual fields in the command line.
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(if (ledger-exec-ledger buffer (current-buffer)
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"balance" "--limit" "cleared or pending" "--empty" "--collapse"
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"--format" "%(display_total)" account)
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(ledger-split-commodity-string
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(buffer-substring-no-properties (point-min) (point-max))))))
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(defun ledger-display-balance ()
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"Display the cleared-or-pending balance.
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And calculate the target-delta of the account being reconciled."
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(interactive)
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(let* ((pending (ledger-reconcile-get-cleared-or-pending-balance)))
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(let* ((pending (ledger-reconcile-get-cleared-or-pending-balance ledger-buf ledger-acct)))
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(when pending
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(if ledger-target
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(message "Pending balance: %s, Difference from target: %s"
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@ -103,9 +102,6 @@ And calculate the target-delta of the account being reconciled."
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(ledger-commodity-to-string (-commodity ledger-target pending)))
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(message "Pending balance: %s"
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(ledger-commodity-to-string pending))))))
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(defun is-stdin (file)
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"True if ledger FILE is standard input."
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@ -169,7 +165,7 @@ Return the number of uncleared xacts found."
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(let ((curbuf (current-buffer))
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(curpoint (point))
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(recon-buf (get-buffer ledger-recon-buffer-name)))
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(when (buffer-live-p recon-buf)
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(when (buffer-live-p recon-buf)
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(with-current-buffer recon-buf
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(ledger-reconcile-refresh)
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(set-buffer-modified-p nil))
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@ -223,7 +219,7 @@ Return the number of uncleared xacts found."
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(dolist (buf (cons ledger-buf ledger-bufs))
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(with-current-buffer buf
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(save-buffer)))
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(with-current-buffer (get-buffer ledger-recon-buffer-name)
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(with-current-buffer (get-buffer ledger-recon-buffer-name)
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(set-buffer-modified-p nil)
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(ledger-display-balance)
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(goto-char curpoint)
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@ -293,7 +289,7 @@ POSTING is used in `ledger-clear-whole-transactions' is nil."
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(xacts
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(with-temp-buffer
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(when (ledger-exec-ledger buf (current-buffer)
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"--uncleared" "--real" "emacs" account)
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"--uncleared" "--real" "emacs" account)
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(setq ledger-success t)
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(goto-char (point-min))
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(unless (eobp)
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@ -326,7 +322,7 @@ POSTING is used in `ledger-clear-whole-transactions' is nil."
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'where where)))) ))
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(goto-char (point-max))
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(delete-char -1)) ;gets rid of the extra line feed at the bottom of the list
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(if ledger-success
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(if ledger-success
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(insert (concat "There are no uncleared entries for " account))
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(insert "Ledger has reported a problem. Check *Ledger Error* buffer.")))
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(goto-char (point-min))
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@ -341,7 +337,7 @@ POSTING is used in `ledger-clear-whole-transactions' is nil."
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ledger buffer is at the bottom of the main window. The key to
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this is to ensure the window is selected when the buffer point is
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moved and recentered. If they aren't strange things happen."
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(let ((recon-window (get-buffer-window (get-buffer ledger-recon-buffer-name))))
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(when recon-window
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(fit-window-to-buffer recon-window)
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@ -379,7 +375,7 @@ moved and recentered. If they aren't strange things happen."
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(interactive)
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(let ((account (ledger-read-account-with-prompt "Account to reconcile"))
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(buf (current-buffer))
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(rbuf (get-buffer ledger-recon-buffer-name)))
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(rbuf (get-buffer ledger-recon-buffer-name)))
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;; this means only one *Reconcile* buffer, ever Set up the
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;; reconcile buffer
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(if rbuf ;; *Reconcile* already exists
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@ -389,21 +385,21 @@ moved and recentered. If they aren't strange things happen."
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;; called from some other ledger-mode buffer
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(ledger-reconcile-quit-cleanup)
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(set 'ledger-buf buf)) ;; should already be buffer-local
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(unless (get-buffer-window rbuf)
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(ledger-reconcile-open-windows buf rbuf)))
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;; no recon-buffer, starting from scratch.
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(add-hook 'after-save-hook 'ledger-reconcile-refresh-after-save nil t)
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(with-current-buffer (setq rbuf
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(with-current-buffer (setq rbuf
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(get-buffer-create ledger-recon-buffer-name))
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(ledger-reconcile-open-windows buf rbuf)
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(ledger-reconcile-mode)
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(make-local-variable 'ledger-target)
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(set (make-local-variable 'ledger-buf) buf)
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(set (make-local-variable 'ledger-acct) account)))
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;; Narrow the ledger buffer
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(with-current-buffer rbuf
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(save-excursion
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@ -437,7 +433,7 @@ moved and recentered. If they aren't strange things happen."
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(define-key map [?s] 'ledger-reconcile-save)
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(define-key map [?q] 'ledger-reconcile-quit)
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(define-key map [?b] 'ledger-display-balance)
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(define-key map [menu-bar] (make-sparse-keymap "ldg-recon-menu"))
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(define-key map [menu-bar ldg-recon-menu] (cons "Reconcile" map))
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(define-key map [menu-bar ldg-recon-menu qui] '("Quit" . ledger-reconcile-quit))
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@ -458,7 +454,7 @@ moved and recentered. If they aren't strange things happen."
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(define-key map [menu-bar ldg-recon-menu fin] '("Finish" . ledger-reconcile-finish))
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(define-key map [menu-bar ldg-recon-menu ref] '("Refresh" . ledger-reconcile-refresh))
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(define-key map [menu-bar ldg-recon-menu sav] '("Save" . ledger-reconcile-save))
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(use-local-map map)))
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(provide 'ldg-reconcile)
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