Added rudimentary target checking to reconcile.

doc/ledger3.texi

@@ -2542,7 +2542,7 @@ all of the uncleared transactions.  The reconcile buffer has several functions:
 
 @table @code
   @item SPACE 
-  toggles the cleared status of a transaction, and show cleared balance inthe minibuffer
+  toggles the cleared status of a transaction, and shows pending balance in the mini-buffer
   @item RETURN
   moves the cursor to that transaction in the ledger.
   @item C-x C-s 
@@ -2555,6 +2555,8 @@ all of the uncleared transactions.  The reconcile buffer has several functions:
   add entry
   @item D
   delete entry
+  @item t
+  change target reconciliation amount
   @item g
   reconcile new account
   @item b     
@@ -2570,6 +2572,14 @@ show all transaction meeting the regex, cleared or not.  This behavior
 can be disabled by setting @code{ledger-fold-on-reconcile} to nil in the
 emacs customization menus.
 
+When you reconcile an account you nromally know the final balance you
+are aiming at. When you enter the reconciliation mode ledger will ask
+for a target balance.  Enter the amount you are aiming for (the default
+commodity can be chaged in the customization window).  Each time you
+toggle a posting to pending, ledger will calculate the new balance of
+the account and display the new balance and the difference to make the
+target.
+
 @node Generating Reports,  , Reconciling accounts, Using EMACS
 @subsection Generating Reports
 

lisp/ldg-commodities.el

@@ -0,0 +1,93 @@
+;;; ldg-commodities.el --- Helper code for use with the "ledger" command-line tool
+
+;; Copyright (C) 2003-2013 John Wiegley (johnw AT gnu DOT org)
+
+;; This file is not part of GNU Emacs.
+
+;; This is free software; you can redistribute it and/or modify it under
+;; the terms of the GNU General Public License as published by the Free
+;; Software Foundation; either version 2, or (at your option) any later
+;; version.
+;;
+;; This is distributed in the hope that it will be useful, but WITHOUT
+;; ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or
+;; FITNESS FOR A PARTICULAR PURPOSE.  See the GNU General Public License
+;; for more details.
+;;
+;; You should have received a copy of the GNU General Public License
+;; along with GNU Emacs; see the file COPYING.  If not, write to the
+;; Free Software Foundation, Inc., 59 Temple Place - Suite 330, Boston,
+;; MA 02111-1307, USA.
+
+;; A sample entry sorting function, which works if entry dates are of
+;; the form YYYY/mm/dd.
+
+
+
+
+;;; Commentary:
+;; Helper functions to deal with commoditized numbers.  A commoditized
+;; number will be a cons of value and string where the string contains
+;; the commodity
+
+;;; Code:
+
+(defcustom ledger-reconcile-default-commodity "$"
+  "the default commodity for use in target calculations in ledger reconcile"
+  :type 'string
+  :group 'ledger)
+
+(defun ledger-string-balance-to-commoditized-amount (str)
+  (let ((fields (split-string str "[\n\r]"))) ; break any balances
+					      ; with multi commodities
+					      ; into a list
+    (mapcar '(lambda (str)
+	      (let* ((parts (split-string str))  ;break into number and commodity string
+		     (first (car parts))
+		     (second (cadr parts)))
+		;"^-*[1-9][0-9]*[.,][0-9]*"
+		(if (string-match "^-*[1-9]+" first)
+		    (list (string-to-number first) second)
+		    (list (string-to-number second) first))))		
+	    fields)))
+
+
+(defun -commodity (c1 c2)
+  (if (string= (cadr c1) (cadr c2)) 
+      (list (- (car c1) (car c2)) (cadr c1))
+      (error "Can't subtract different commodities %S from %S" c2 c1)))
+
+(defun +commodity (c1 c2)
+  (if (string= (cadr c1) (cadr c2))
+      (list (+ (car c1) (car c2)) (cadr c1))
+      (error "Can't add different commodities, %S to %S" c1 c2)))
+
+(defun ledger-commodity-to-string (c1)
+  (let ((val (number-to-string (car c1)))
+	(commodity (cadr c1)))
+    (if (> (length commodity) 1)
+	(concat val " " commodity)
+	(concat commodity " " val))))
+
+(defun ledger-read-commodity-string (comm)
+  (interactive (list (read-from-minibuffer 
+		(concat "Enter commoditized amount (" ledger-reconcile-default-commodity "): "))))
+  (let ((parts (split-string comm)))
+    (if parts
+	(if (/= (length parts) 2) ;;assume a number was entered and use default commodity
+	    (list (string-to-number (car parts))
+		  ledger-reconcile-default-commodity)
+	    (let ((valp1 (string-to-number (car parts)))
+		  (valp2 (string-to-number (cadr parts))))
+	      (cond ((and (= valp1 valp2) (= 0 valp1));; means neither contained a valid number (both = 0)
+		     (list 0 ""))
+		    ((and (/= 0 valp1) (= valp2 0))
+		     (list valp1 (cadr parts)))
+		    ((and (/= 0 valp2) (= valp1 0))
+		     (list valp2 (car parts)))
+		    (t
+		     (error "cannot understand commodity"))))))))
+
+(provide 'ldg-commodities)
+
+;;; ldg-commodities.el ends here

lisp/ldg-new.el

@@ -46,6 +46,8 @@
 (require 'ldg-sort)
 (require 'ldg-fonts)
 (require 'ldg-occur)
+(require 'ldg-commodities)
+
 
 (autoload #'ledger-texi-update-test "ldg-texi" nil t)
 (autoload #'ledger-texi-update-examples "ldg-texi" nil t)

lisp/ldg-reconcile.el

@@ -24,6 +24,7 @@
 (defvar ledger-buf nil)
 (defvar ledger-bufs nil)
 (defvar ledger-acct nil)
+(defvar ledger-target nil)
 
 (defcustom ledger-recon-buffer-name "*Reconcile*"
   "Name to use for reconciliation window"
@@ -54,19 +55,42 @@
    :type 'boolean
    :group 'ledger)
 
+
+(defun ledger-reconcile-get-balances ()
+  "Calculate the cleared and uncleared balance of the account being reconciled, 
+   return a list with the account, uncleared and cleared balances as numbers"
+  (interactive)
+  (let ((buffer ledger-buf)
+        (account ledger-acct)
+	(val nil))
+    (with-temp-buffer
+      (ledger-exec-ledger buffer (current-buffer) 
+	   ; note that in the line below, the --format option is
+           ; separated from the actual format string.  emacs does not
+           ; split arguments like the shell does, so you need to
+           ; specify the individual fields in the command line.
+	   "balance" "--limit" "cleared or pending" 
+	   "--format" "(\"%(amount)\")" account)
+      (setq val (read (buffer-substring-no-properties (point-min) (point-max)))))))
+
 (defun ledger-display-balance ()
   "Calculate the cleared balance of the account being reconciled"
   (interactive)
-  (let ((buffer ledger-buf)
-        (account ledger-acct))
-    (with-temp-buffer
-      (ledger-exec-ledger buffer (current-buffer) "balance" "--limit" "cleared or pending"   account)
-      (goto-char (1- (point-max)))
-      (goto-char (line-beginning-position))
-      (delete-horizontal-space)
-      (message "Current pending balance = %s"
-	       (buffer-substring-no-properties (point)
-					       (line-end-position))))))
+  (let* ((pending (car (ledger-string-balance-to-commoditized-amount
+		  (car (ledger-reconcile-get-balances)))))
+	 (target-delta (if ledger-target
+			   (-commodity ledger-target pending)
+			   nil)))
+    
+    (if target-delta
+	(message "Pending balance: %s,   Difference from target: %s" 
+		 (ledger-commodity-to-string pending)
+		 (ledger-commodity-to-string target-delta))
+	(message "Pending balance: %s" 
+		 (ledger-commodity-to-string pending)))))
+		 
+		 
+
 
 (defun is-stdin (file)
   "True if ledger file is standard input"
@@ -323,6 +347,8 @@ Spliting the windows of BUF if needed"
 	  (if ledger-fold-on-reconcile
 	      (ledger-occur-change-regex account ledger-buf))
 	  (set-buffer (get-buffer ledger-recon-buffer-name))
+	  (setq ledger-target
+		(call-interactively #'ledger-read-commodity-string))
 	  (unless (get-buffer-window rbuf)
 	    (ledger-reconcile-open-windows buf rbuf))
 	  (ledger-reconcile-refresh))
@@ -337,10 +363,18 @@ Spliting the windows of BUF if needed"
 	      (ledger-reconcile-mode)
 	      (set (make-local-variable 'ledger-buf) buf)
 	      (set (make-local-variable 'ledger-acct) account)
+	      (set (make-local-variable 'ledger-target)
+		   (call-interactively #'ledger-read-commodity-string))
 	      (ledger-do-reconcile))))))
 
 (defvar ledger-reconcile-mode-abbrev-table)
 
+(defun ledger-reconcile-change-target ()
+  (setq ledger-target (call-interactively #'ledger-read-commodity-string)))
+;  (setq ledger-target
+;	(if (and target (> (length target) 0))
+;	    (ledger-string-balance-to-commoditized-amount target))))
+
 (defun ledger-reconcile-display-internals ()
   (interactive)
   (message "%S %S" ledger-acct ledger-buf))
@@ -358,6 +392,7 @@ Spliting the windows of BUF if needed"
      (define-key map [?g] 'ledger-reconcile);
      (define-key map [?n] 'next-line)
      (define-key map [?p] 'previous-line)
+     (define-key map [?t] 'ledger-reconcile-change-target)
      (define-key map [?s] 'ledger-reconcile-save)
      (define-key map [?q] 'ledger-reconcile-quit)
      (define-key map [?b] 'ledger-display-balance)
@@ -376,6 +411,7 @@ Spliting the windows of BUF if needed"
      (define-key map [menu-bar ldg-recon-menu tog] '("Toggle Entry" . ledger-reconcile-toggle))
      (define-key map [menu-bar ldg-recon-menu sep3] '("--"))
      (define-key map [menu-bar ldg-recon-menu bal] '("Show Cleared Balance" . ledger-display-balance))
+     (define-key map [menu-bar ldg-recon-menu tgt] '("Change Target Balance" . ledger-reconcile-change-target))
      (define-key map [menu-bar ldg-recon-menu sep4] '("--"))
      (define-key map [menu-bar ldg-recon-menu rna] '("Reconcile New Account" . ledger-reconcile))
      (define-key map [menu-bar ldg-recon-menu sep5] '("--"))