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Added a new "budget" report

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This is a balance report with four columns:

  Amount spent |  Budgeted Amount | Difference | Percentage
This commit is contained in:
John Wiegley 2009-10-27 08:04:31 -04:00
parent a8768587c8
commit 88460db2fb
4 changed files with 51 additions and 10 deletions
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9
src/filters.cc
View file

@ -752,6 +752,15 @@ void budget_posts::report_budget_items(const date_t& date)
post_t& temp = temps.copy_post(post, xact);
temp.amount.in_place_negate();
if (flags & BUDGET_WRAP_VALUES) {
value_t seq;
seq.push_back(0L);
seq.push_back(temp.amount);
temp.xdata().compound_value = seq;
temp.xdata().add_flags(POST_EXT_COMPOUND);
}
++pair.first;
begin = *pair.first.start;

7
src/filters.h
View file

@ -733,9 +733,10 @@ public:
*/
class budget_posts : public generate_posts
{
#define BUDGET_NO_BUDGET 0x00
#define BUDGET_BUDGETED 0x01
#define BUDGET_UNBUDGETED 0x02
#define BUDGET_NO_BUDGET 0x00
#define BUDGET_BUDGETED 0x01
#define BUDGET_UNBUDGETED 0x02
#define BUDGET_WRAP_VALUES 0x04
uint_least8_t flags;

15
src/report.cc
View file

@ -700,11 +700,24 @@ expr_t::ptr_op_t report_t::lookup(const string& name)
if (WANT_CMD()) { const char * q = p + CMD_PREFIX_LEN;
switch (*q) {
case 'b':
if (*(q + 1) == '\0' || is_eq(q, "bal") || is_eq(q, "balance"))
if (*(q + 1) == '\0' || is_eq(q, "bal") || is_eq(q, "balance")) {
return expr_t::op_t::wrap_functor
(reporter<account_t, acct_handler_ptr, &report_t::accounts_report>
(new format_accounts(*this, report_format(HANDLER(balance_format_))),
*this, "#balance"));
}
else if (is_eq(q, "budget")) {
HANDLER(amount_).set_expr(string("#budget"), "(amount, 0)");
budget_flags |= BUDGET_WRAP_VALUES;
if (! (budget_flags & ~BUDGET_WRAP_VALUES))
budget_flags |= BUDGET_BUDGETED;
return expr_t::op_t::wrap_functor
(reporter<account_t, acct_handler_ptr, &report_t::accounts_report>
(new format_accounts(*this, report_format(HANDLER(budget_format_))),
*this, "#budget"));
}
break;
case 'c':

30
src/report.h
View file

@ -117,9 +117,10 @@ public:
session_t& session;
output_stream_t output_stream;
#define BUDGET_NO_BUDGET 0x00
#define BUDGET_BUDGETED 0x01
#define BUDGET_UNBUDGETED 0x02
#define BUDGET_NO_BUDGET 0x00
#define BUDGET_BUDGETED 0x01
#define BUDGET_UNBUDGETED 0x02
#define BUDGET_WRAP_VALUES 0x04
datetime_t terminus;
uint_least8_t budget_flags;
@ -205,6 +206,7 @@ public:
HANDLER(basis).report(out);
HANDLER(begin_).report(out);
HANDLER(budget).report(out);
HANDLER(budget_format_).report(out);
HANDLER(by_payee).report(out);
HANDLER(cleared).report(out);
HANDLER(code_as_payee).report(out);
@ -314,7 +316,7 @@ public:
});
OPTION_(report_t, add_budget, DO() {
parent->budget_flags = BUDGET_BUDGETED | BUDGET_UNBUDGETED;
parent->budget_flags |= BUDGET_BUDGETED | BUDGET_UNBUDGETED;
});
OPTION__
@ -368,7 +370,23 @@ public:
});
OPTION_(report_t, budget, DO() {
parent->budget_flags = BUDGET_BUDGETED;
parent->budget_flags |= BUDGET_BUDGETED;
});
OPTION__(report_t, budget_format_, CTOR(report_t, budget_format_) {
on(none,
"%(justify(scrub(get_at(total_expr, 0)), 12, -1, true, color))"
" %(justify(scrub(- get_at(total_expr, 1)), 12, -1, true, color))"
" %(justify(scrub(get_at(total_expr, 1) + get_at(total_expr, 0)), 12, -1, true, color))"
" %(justify(scrub((100% * get_at(total_expr, 0)) / - get_at(total_expr, 1)), 5, -1, true, color))"
" %(!options.flat ? depth_spacer : \"\")"
"%-(ansify_if(partial_account(options.flat), blue if color))\n"
"%/"
"%(justify(scrub(get_at(total_expr, 0)), 12, -1, true, color))"
" %(justify(scrub(- get_at(total_expr, 1)), 12, -1, true, color))"
" %(justify(scrub(get_at(total_expr, 1) + get_at(total_expr, 0)), 12, -1, true, color))"
" %(justify(scrub((100% * get_at(total_expr, 0)) / - get_at(total_expr, 1)), 5, -1, true, color))\n%/"
"------------ ------------ ------------ -----\n");
});
OPTION(report_t, by_payee); // -P
@ -772,7 +790,7 @@ public:
});
OPTION_(report_t, unbudgeted, DO() {
parent->budget_flags = BUDGET_UNBUDGETED;
parent->budget_flags |= BUDGET_UNBUDGETED;
});
OPTION_(report_t, uncleared, DO() { // -U