ledger/ledger.el
2008-04-13 02:41:03 -04:00

426 lines
13 KiB
EmacsLisp

;;; ledger.el --- Helper code for use with the "ledger" command-line tool
;; Copyright (C) 2004 John Wiegley (johnw AT gnu DOT org)
;; Emacs Lisp Archive Entry
;; Filename: ledger.el
;; Version: 1.2
;; Date: Thu 02-Apr-2004
;; Keywords: data
;; Author: John Wiegley (johnw AT gnu DOT org)
;; Maintainer: John Wiegley (johnw AT gnu DOT org)
;; Description: Helper code for using my "ledger" command-line tool
;; URL: http://www.newartisans.com/johnw/emacs.html
;; Compatibility: Emacs21
;; 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.
;;; Commentary:
;; To use this module: Load this file, open a ledger data file, and
;; type M-x ledger-mode. Once this is done, you can type:
;;
;; C-c C-a add a new entry, based on previous entries
;; C-c C-y set default year for entry mode
;; C-c C-m set default month for entry mode
;; C-c C-r reconcile uncleared entries related to an account
;;
;; In the reconcile buffer, use SPACE to toggle the cleared status of
;; a transaction, C-x C-s to save changes (to the ledger file as
;; well), or C-c C-r to attempt an auto-reconcilation based on the
;; statement's ending date and balance.
(defvar ledger-version "1.2"
"The version of ledger.el currently loaded")
(defgroup ledger nil
"Interface to the Ledger command-line accounting program."
:group 'data)
(defcustom ledger-binary-path (executable-find "ledger")
"Path to the ledger executable."
:type 'file
:group 'ledger)
(defvar bold 'bold)
(defvar ledger-font-lock-keywords
'(("^[0-9./]+\\s-+\\(?:([^)]+)\\s-+\\)?\\([^*].+\\)" 1 bold)
("^\\s-+.+?\\( \\|\t\\|\\s-+$\\)" . font-lock-keyword-face))
"Default expressions to highlight in Ledger mode.")
(defsubst ledger-current-year ()
(format-time-string "%Y"))
(defsubst ledger-current-month ()
(format-time-string "%m"))
(defvar ledger-year (ledger-current-year)
"Start a ledger session with the current year, but make it
customizable to ease retro-entry.")
(defvar ledger-month (ledger-current-month)
"Start a ledger session with the current month, but make it
customizable to ease retro-entry.")
(defun ledger-iterate-entries (callback)
(goto-char (point-min))
(let* ((now (current-time))
(current-year (nth 5 (decode-time now))))
(while (not (eobp))
(when (looking-at
(concat "\\(Y\\s-+\\([0-9]+\\)\\|"
"\\([0-9]\\{4\\}+\\)?[./]?"
"\\([0-9]+\\)[./]\\([0-9]+\\)\\s-+"
"\\(\\*\\s-+\\)?\\(.+\\)\\)"))
(let ((found (match-string 2)))
(if found
(setq current-year (string-to-number found))
(let ((start (match-beginning 0))
(year (match-string 3))
(month (string-to-number (match-string 4)))
(day (string-to-number (match-string 5)))
(mark (match-string 6))
(desc (match-string 7)))
(if (and year (> (length year) 0))
(setq year (string-to-number year)))
(funcall callback start
(encode-time 0 0 0 day month
(or year current-year))
mark desc)))))
(forward-line))))
(defun ledger-time-less-p (t1 t2)
"Say whether time value T1 is less than time value T2."
(or (< (car t1) (car t2))
(and (= (car t1) (car t2))
(< (nth 1 t1) (nth 1 t2)))))
(defun ledger-time-subtract (t1 t2)
"Subtract two time values.
Return the difference in the format of a time value."
(let ((borrow (< (cadr t1) (cadr t2))))
(list (- (car t1) (car t2) (if borrow 1 0))
(- (+ (if borrow 65536 0) (cadr t1)) (cadr t2)))))
(defun ledger-find-slot (moment)
(catch 'found
(ledger-iterate-entries
(function
(lambda (start date mark desc)
(if (ledger-time-less-p moment date)
(throw 'found t)))))))
(defun ledger-add-entry (entry-text)
(interactive
(list
(read-string "Entry: " (concat ledger-year "/" ledger-month "/"))))
(let* ((date (car (split-string entry-text)))
(insert-year t)
(ledger-buf (current-buffer))
exit-code)
(if (string-match "\\([0-9]+\\)/\\([0-9]+\\)/\\([0-9]+\\)" date)
(setq date (encode-time 0 0 0 (string-to-int (match-string 3 date))
(string-to-int (match-string 2 date))
(string-to-int (match-string 1 date)))))
(ledger-find-slot date)
(save-excursion
(if (re-search-backward "^Y " nil t)
(setq insert-year nil)))
(save-excursion
(insert
(with-temp-buffer
(setq exit-code
(apply #'ledger-run-ledger
ledger-buf "entry"
(split-string
(with-temp-buffer
(insert entry-text)
(goto-char (point-min))
(while (re-search-forward "\\([&$]\\)" nil t)
(replace-match "\\\\\\1"))
(buffer-string)))))
(if (= 0 exit-code)
(if insert-year
(buffer-substring 2 (point-max))
(buffer-substring 7 (point-max)))
(concat (if insert-year entry-text
(substring entry-text 6)) "\n"))) "\n"))))
(defun ledger-delete-current-entry ()
(interactive)
(save-excursion
(when (or (looking-at "^[0-9]")
(re-search-backward "^[0-9]" nil t))
(let ((beg (point)))
(while (not (eolp))
(forward-line))
(delete-blank-lines)
(delete-region beg (point))))))
(defun ledger-toggle-current ()
(interactive)
(let (clear)
(save-excursion
(when (or (looking-at "^[0-9]")
(re-search-backward "^[0-9]" nil t))
(skip-chars-forward "0-9./")
(delete-horizontal-space)
(if (equal ?\* (char-after))
(delete-char 1)
(insert " * ")
(setq clear t))))
clear))
(defvar ledger-mode-abbrev-table)
(define-derived-mode ledger-mode text-mode "Ledger"
"A mode for editing ledger data files."
(set (make-local-variable 'comment-start) ";")
(set (make-local-variable 'comment-end) "")
(set (make-local-variable 'indent-tabs-mode) nil)
(if (boundp 'font-lock-defaults)
(set (make-local-variable 'font-lock-defaults)
'(ledger-font-lock-keywords nil t)))
(let ((map (current-local-map)))
(define-key map [(control ?c) (control ?a)] 'ledger-add-entry)
(define-key map [(control ?c) (control ?d)] 'ledger-delete-current-entry)
(define-key map [(control ?c) (control ?y)] 'ledger-set-year)
(define-key map [(control ?c) (control ?m)] 'ledger-set-month)
(define-key map [(control ?c) (control ?c)] 'ledger-toggle-current)
(define-key map [(control ?c) (control ?r)] 'ledger-reconcile)))
;; Reconcile mode
(defvar ledger-buf nil)
(defvar ledger-acct nil)
(defun ledger-display-balance ()
(let ((buffer ledger-buf)
(account ledger-acct))
(with-temp-buffer
(let ((exit-code (ledger-run-ledger buffer "-C" "balance" account)))
(if (/= 0 exit-code)
(message "Error determining cleared balance")
(goto-char (1- (point-max)))
(goto-char (line-beginning-position))
(delete-horizontal-space)
(message "Cleared balance = %s"
(buffer-substring-no-properties (point)
(line-end-position))))))))
(defun ledger-reconcile-toggle ()
(interactive)
(let ((where (get-text-property (point) 'where))
(account ledger-acct)
(inhibit-read-only t)
cleared)
(with-current-buffer ledger-buf
(goto-char where)
(setq cleared (ledger-toggle-current)))
(if cleared
(add-text-properties (line-beginning-position)
(line-end-position)
(list 'face 'bold))
(remove-text-properties (line-beginning-position)
(line-end-position)
(list 'face)))
(forward-line)))
(defun ledger-auto-reconcile (balance date)
(interactive "sReconcile to balance: \nsStatement date: ")
(let ((buffer ledger-buf)
(account ledger-acct) cleared)
;; attempt to auto-reconcile in the background
(with-temp-buffer
(let ((exit-code
(ledger-run-ledger
buffer "--format" "%B\\n" "--reconcile"
(with-temp-buffer
(insert balance)
(goto-char (point-min))
(while (re-search-forward "\\([&$]\\)" nil t)
(replace-match "\\\\\\1"))
(buffer-string))
"--reconcile-date" date "register" account)))
(if (/= 0 exit-code)
(error "Failed to reconcile account '%s' to balance '%s'"
account balance)
(goto-char (point-min))
(unless (looking-at "[0-9]")
(error (buffer-string)))
(while (not (eobp))
(setq cleared
(cons (1+ (read (current-buffer))) cleared))
(forward-line)))))
(goto-char (point-min))
(with-current-buffer ledger-buf
(setq cleared (mapcar 'copy-marker (nreverse cleared))))
(let ((inhibit-redisplay t))
(dolist (pos cleared)
(while (and (not (eobp))
(/= pos (get-text-property (point) 'where)))
(forward-line))
(unless (eobp)
(ledger-reconcile-toggle))))
(goto-char (point-min))))
(defun ledger-reconcile-add ()
(interactive)
(with-current-buffer ledger-buf
(call-interactively #'ledger-add-entry))
(let ((inhibit-read-only t))
(erase-buffer)
(ledger-do-reconcile)
(set-buffer-modified-p t)))
(defun ledger-reconcile-delete ()
(interactive)
(let ((where (get-text-property (point) 'where)))
(with-current-buffer ledger-buf
(goto-char where)
(ledger-delete-current-entry))
(let ((inhibit-read-only t))
(goto-char (line-beginning-position))
(delete-region (point) (1+ (line-end-position)))
(set-buffer-modified-p t))))
(defun ledger-reconcile-save ()
(interactive)
(with-current-buffer ledger-buf
(save-buffer))
(set-buffer-modified-p nil)
(ledger-display-balance))
(defun ledger-do-reconcile ()
(let* ((buf ledger-buf)
(account ledger-acct)
(items
(with-temp-buffer
(let ((exit-code
(ledger-run-ledger buf "--reconcilable" "emacs" account)))
(when (= 0 exit-code)
(goto-char (point-min))
(unless (looking-at "(")
(error (buffer-string)))
(read (current-buffer)))))))
(dolist (item items)
(dolist (xact (nthcdr 5 item))
(let ((beg (point)))
(insert (format "%s %-30s %-25s %15s\n"
(format-time-string "%m/%d" (nth 2 item))
(nth 4 item) (nth 0 xact) (nth 1 xact)))
(if (nth 1 item)
(set-text-properties beg (1- (point))
(list 'face 'bold
'where
(with-current-buffer buf
(copy-marker (nth 0 item)))))
(set-text-properties beg (1- (point))
(list 'where
(with-current-buffer buf
(copy-marker (nth 0 item)))))))))
(goto-char (point-min))
(set-buffer-modified-p nil)
(toggle-read-only t)))
(defun ledger-reconcile (account &optional arg)
(interactive "sAccount to reconcile: \nP")
(let ((buf (current-buffer)))
(with-current-buffer
(pop-to-buffer (generate-new-buffer "*Reconcile*"))
(ledger-reconcile-mode)
(set (make-local-variable 'ledger-buf) buf)
(set (make-local-variable 'ledger-acct) account)
(ledger-do-reconcile)
(when arg
(sit-for 0 0)
(call-interactively #'ledger-auto-reconcile)))))
(defvar ledger-reconcile-mode-abbrev-table)
(define-derived-mode ledger-reconcile-mode text-mode "Reconcile"
"A mode for reconciling ledger entries."
(let ((map (make-sparse-keymap)))
(define-key map [(control ?c) (control ?r)] 'ledger-auto-reconcile)
(define-key map [(control ?x) (control ?s)] 'ledger-reconcile-save)
(define-key map [? ] 'ledger-reconcile-toggle)
(define-key map [?a] 'ledger-reconcile-add)
(define-key map [?d] 'ledger-reconcile-delete)
(define-key map [?n] 'next-line)
(define-key map [?p] 'previous-line)
(define-key map [?r] 'ledger-auto-reconcile)
(define-key map [?s] 'ledger-reconcile-save)
(define-key map [?q]
(function
(lambda ()
(interactive)
(kill-buffer (current-buffer)))))
(use-local-map map)))
;; A sample function for $ users
(defun ledger-align-dollars (&optional column)
(interactive "p")
(if (= column 1)
(setq column 48))
(while (search-forward "$" nil t)
(backward-char)
(let ((col (current-column))
(beg (point))
target-col len)
(skip-chars-forward "-$0-9,.")
(setq len (- (point) beg))
(setq target-col (- column len))
(if (< col target-col)
(progn
(goto-char beg)
(insert (make-string (- target-col col) ? )))
(move-to-column target-col)
(if (looking-back " ")
(delete-char (- col target-col))
(skip-chars-forward "^ \t")
(delete-horizontal-space)
(insert " ")))
(forward-line))))
;; General helper functions
(defun ledger-run-ledger (buffer &rest args)
"run ledger with supplied arguments"
(let ((buf (current-buffer)))
(with-current-buffer buffer
(apply #'call-process-region
(append (list (point-min) (point-max)
ledger-binary-path nil buf nil "-f" "-")
args)))))
(defun ledger-set-year (newyear)
"Set ledger's idea of the current year to the prefix argument."
(interactive "p")
(if (= newyear 1)
(setq ledger-year (read-string "Year: " (ledger-current-year)))
(setq ledger-year (number-to-string newyear))))
(defun ledger-set-month (newmonth)
"Set ledger's idea of the current month to the prefix argument."
(interactive "p")
(if (= newmonth 1)
(setq ledger-month (read-string "Month: " (ledger-current-month)))
(setq ledger-month (format "%02d" newmonth))))
(provide 'ledger)
;;; ledger.el ends here