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author | Craig Earls <enderw88@gmail.com> | 2013-07-02 15:37:33 -0700 |
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committer | Craig Earls <enderw88@gmail.com> | 2013-07-02 15:37:33 -0700 |
commit | 63ba45dbaab04722cd59bf610ae77b8334ca213d (patch) | |
tree | bd0b1b22729a38b99d24bc1b1bc490a42e3acf53 /lisp/ledger-schedule.el | |
parent | 5b8817c8e8bb7524734d7f39ab6a170b856c6e90 (diff) | |
download | fork-ledger-63ba45dbaab04722cd59bf610ae77b8334ca213d.tar.gz fork-ledger-63ba45dbaab04722cd59bf610ae77b8334ca213d.tar.bz2 fork-ledger-63ba45dbaab04722cd59bf610ae77b8334ca213d.zip |
Finished changing name to ledger-*
All files and references changed ldg-* to ledger-*
Diffstat (limited to 'lisp/ledger-schedule.el')
-rw-r--r-- | lisp/ledger-schedule.el | 330 |
1 files changed, 330 insertions, 0 deletions
diff --git a/lisp/ledger-schedule.el b/lisp/ledger-schedule.el new file mode 100644 index 00000000..7497c7d0 --- /dev/null +++ b/lisp/ledger-schedule.el @@ -0,0 +1,330 @@ +;;; ledger-schedule.el --- Helper code for use with the "ledger" command-line tool + +;; Copyright (C) 2013 Craig Earls (enderw88 at gmail dot com) + +;; 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: +;; +;; This module provides for automatically adding transactions to a +;; ledger buffer on a periodic basis. Recurrence expressions are +;; inspired by Martin Fowler's "Recurring Events for Calendars", +;; martinfowler.com/apsupp/recurring.pdf + +;; use (fset 'VARNAME (macro args)) to put the macro definition in the +;; function slot of the symbol VARNAME. Then use VARNAME as the +;; function without have to use funcall. + +(defgroup ledger-schedule nil + "Support for automatically recommendation transactions." + :group 'ledger) + +(defcustom ledger-schedule-buffer-name "*Ledger Schedule*" + "Name for the schedule buffer" + :type 'string + :group 'ledger-schedule) + +(defcustom ledger-schedule-look-backward 7 + "Number of days to look back in time for transactions." + :type 'integer + :group 'ledger-schedule) + +(defcustom ledger-schedule-look-forward 14 + "Number of days auto look forward to recommend transactions" + :type 'integer + :group 'ledger-schedule) + +(defcustom ledger-schedule-file "~/FinanceData/ledger-schedule.ledger" + "File to find scheduled transactions." + :type 'file + :group 'ledger-schedule) + +(defsubst between (val low high) + (and (>= val low) (<= val high))) + +(defun ledger-schedule-days-in-month (month year) + "Return number of days in the MONTH, MONTH is from 1 to 12. +If year is nil, assume it is not a leap year" + (if (between month 1 12) + (if (and year (date-leap-year-p year) (= 2 month)) + 29 + (nth (1- month) '(31 28 31 30 31 30 31 31 30 31 30 31))) + (error "Month out of range, MONTH=%S" month))) + +;; Macros to handle date expressions + +(defun ledger-schedule-constrain-day-in-month (count day-of-week) + "Return a form that evaluates DATE that returns true for the COUNT DAY-OF-WEEK. +For example, return true if date is the 3rd Thursday of the +month. Negative COUNT starts from the end of the month. (EQ +COUNT 0) means EVERY day-of-week (eg. every Saturday)" + (if (and (between count -6 6) (between day-of-week 0 6)) + (cond ((zerop count) ;; Return true if day-of-week matches + `(eq (nth 6 (decode-time date)) ,day-of-week)) + ((> count 0) ;; Positive count + (let ((decoded (gensym))) + `(let ((,decoded (decode-time date))) + (and (eq (nth 6 ,decoded) ,day-of-week) + (between (nth 3 ,decoded) + ,(* (1- count) 7) + ,(* count 7)))))) + ((< count 0) + (let ((days-in-month (gensym)) + (decoded (gensym))) + `(let* ((,decoded (decode-time date)) + (,days-in-month (ledger-schedule-days-in-month + (nth 4 ,decoded) + (nth 5 ,decoded)))) + (and (eq (nth 6 ,decoded) ,day-of-week) + (between (nth 3 ,decoded) + (+ ,days-in-month ,(* count 7)) + (+ ,days-in-month ,(* (1+ count) 7))))))) + (t + (error "COUNT out of range, COUNT=%S" count))) + (error "Invalid argument to ledger-schedule-day-in-month-macro %S %S" + count + day-of-week))) + +(defun ledger-schedule-constrain-every-count-day (day-of-week skip start-date) + "Return a form that is true for every DAY skipping SKIP, starting on START. +For example every second Friday, regardless of month." + (let ((start-day (nth 6 (decode-time (eval start-date))))) + (if (eq start-day day-of-week) ;; good, can proceed + `(zerop (mod (- (time-to-days date) ,(time-to-days (eval start-date))) ,(* skip 7))) + (error "START-DATE day of week doesn't match DAY-OF-WEEK")))) + +(defun ledger-schedule-constrain-date-range (month1 day1 month2 day2) + "Return a form of DATE that is true if DATE falls between MONTH1 DAY1 and MONTH2 DAY2." + (let ((decoded (gensym)) + (target-month (gensym)) + (target-day (gensym))) + `(let* ((,decoded (decode-time date)) + (,target-month (nth 4 decoded)) + (,target-day (nth 3 decoded))) + (and (and (> ,target-month ,month1) + (< ,target-month ,month2)) + (and (> ,target-day ,day1) + (< ,target-day ,day2)))))) + + +(defun ledger-schedule-is-holiday (date) + "Return true if DATE is a holiday.") + +(defun ledger-schedule-scan-transactions (schedule-file) + "Scans AUTO_FILE and returns a list of transactions with date predicates. +The car of each item is a fuction of date that returns true if +the transaction should be logged for that day." + (interactive "fFile name: ") + (let ((xact-list (list))) + (with-current-buffer + (find-file-noselect schedule-file) + (goto-char (point-min)) + (while (re-search-forward "^\\[\\(.*\\)\\] " nil t) + (let ((date-descriptor "") + (transaction nil) + (xact-start (match-end 0))) + (setq date-descriptors + (ledger-schedule-read-descriptor-tree + (buffer-substring-no-properties + (match-beginning 0) + (match-end 0)))) + (forward-paragraph) + (setq transaction (list date-descriptors + (buffer-substring-no-properties + xact-start + (point)))) + (setq xact-list (cons transaction xact-list)))) + xact-list))) + +(defun ledger-schedule-replace-brackets () + "Replace all brackets with parens" + (goto-char (point-min)) + (while (search-forward "]" nil t) + (replace-match ")" nil t)) + (goto-char (point-min)) + (while (search-forward "[" nil t) + (replace-match "(" nil t))) + +(defvar ledger-schedule-descriptor-regex + (concat "\\(20[0-9][0-9]\\|[\*]\\)[/\\-]" ;; Year slot + "\\([\*EO]\\|[01][0-9]\\)[/\\-]" ;; Month slot + "\\([\*]\\|\\([0-3][0-9]\\)\\|" + "\\([0-5]" + "\\(\\(Su\\)\\|" + "\\(Mo\\)\\|" + "\\(Tu\\)\\|" + "\\(We\\)\\|" + "\\(Th\\)\\|" + "\\(Fr\\)\\|" + "\\(Sa\\)\\)\\)\\)")) + +(defun ledger-schedule-read-descriptor-tree (descriptor-string) + "Take a date DESCRIPTOR-STRING and return a function of date that +returns true if the date meets the requirements" + (with-temp-buffer + ;; copy the descriptor string into a temp buffer for manipulation + (let (pos) + ;; Replace brackets with parens + (insert descriptor-string) + (ledger-schedule-replace-brackets) + + (goto-char (point-max)) + ;; double quote all the descriptors for string processing later + (while (re-search-backward ledger-schedule-descriptor-regex nil t) ;; Day slot + (goto-char + (match-end 0)) + (insert ?\") + (goto-char (match-beginning 0)) + (insert "\"" ))) + + ;; read the descriptor string into a lisp object the transform the + ;; string descriptor into useable things + (ledger-schedule-transform-auto-tree + (read (buffer-substring-no-properties (point-min) (point-max)))))) + +(defun ledger-schedule-transform-auto-tree (descriptor-string-list) +"Takes a lisp list of date descriptor strings, TREE, and returns a string with a lambda function of date." +;; use funcall to use the lambda function spit out here + (if (consp descriptor-string-list) + (let (result) + (while (consp descriptor-string-list) + (let ((newcar (car descriptor-string-list))) + (if (consp newcar) + (setq newcar (ledger-schedule-transform-auto-tree (car descriptor-string-list)))) + ;; newcar may be a cons now, after ledger-schedule-transfrom-auto-tree + (if (consp newcar) + (push newcar result) + ;; this is where we actually turn the string descriptor into useful lisp + (push (ledger-schedule-compile-constraints newcar) result)) ) + (setq descriptor-string-list (cdr descriptor-string-list))) + + ;; tie up all the clauses in a big or and lambda, and return + ;; the lambda function as list to be executed by funcall + `(lambda (date) + ,(nconc (list 'or) (nreverse result) descriptor-string-list))))) + +(defun ledger-schedule-compile-constraints (descriptor-string) + "Return a list with the year, month and day fields split" + (let ((fields (split-string descriptor-string "[/\\-]" t)) + constrain-year constrain-month constrain-day) + (setq constrain-year (ledger-schedule-constrain-year (nth 0 fields))) + (setq constrain-month (ledger-schedule-constrain-month (nth 1 fields))) + (setq constrain-day (ledger-schedule-constrain-day (nth 2 fields))) + + (list 'and constrain-year constrain-month constrain-day))) + +(defun ledger-schedule-constrain-year (str) + (let ((year-match t)) + (cond ((string= str "*") + year-match) + ((/= 0 (setq year-match (string-to-number str))) + `(eq (nth 5 (decode-time date)) ,year-match)) + (t + (error "Improperly specified year constraint: " str))))) + +(defun ledger-schedule-constrain-month (str) + + (let ((month-match t)) + (cond ((string= str "*") + month-match) ;; always match + ((/= 0 (setq month-match (string-to-number str))) + (if (between month-match 1 12) ;; no month specified, assume 31 days. + `(eq (nth 4 (decode-time date)) ,month-match) + (error "ledger-schedule-constrain-numerical-month: month out of range %S" month-match))) + (t + (error "Improperly specified month constraint: " str))))) + +(defun ledger-schedule-constrain-day (str) + (let ((day-match t)) + (cond ((string= str "*") + t) + ((/= 0 (setq day-match (string-to-number str))) + `(eq (nth 3 (decode-time date)) ,day-match)) + (t + (error "Improperly specified day constraint: " str))))) + +(defun ledger-schedule-parse-date-descriptor (descriptor) + "Parse the date descriptor, return the evaluator" + (ledger-schedule-compile-constraints descriptor)) + +(defun ledger-schedule-list-upcoming-xacts (candidate-items early horizon) + "Search CANDIDATE-ITEMS for xacts that occur within the period today - EARLY to today + HORIZON" + (let ((start-date (time-subtract (current-time) (days-to-time early))) + test-date items) + (loop for day from 0 to (+ early horizon) by 1 do + (setq test-date (time-add start-date (days-to-time day))) + (dolist (candidate candidate-items items) + (if (funcall (car candidate) test-date) + (setq items (append items (list (list test-date (cadr candidate)))))))) + items)) + +(defun ledger-schedule-already-entered (candidate buffer) + (let ((target-date (format-time-string date-format (car candidate))) + (target-payee (cadr candidate))) + nil)) + +(defun ledger-schedule-create-auto-buffer (candidate-items early horizon ledger-buf) + "Format CANDIDATE-ITEMS for display." + (let ((candidates (ledger-schedule-list-upcoming-xacts candidate-items early horizon)) + (schedule-buf (get-buffer-create ledger-schedule-buffer-name)) + (date-format (cdr (assoc "date-format" ledger-environment-alist)))) + (with-current-buffer schedule-buf + (erase-buffer) + (dolist (candidate candidates) + (if (not (ledger-schedule-already-entered candidate ledger-buf)) + (insert (format-time-string date-format (car candidate) ) " " (cadr candidate) "\n"))) + (ledger-mode)) + (length candidates))) + + +;; +;; Test harnesses for use in ielm +;; +(defvar auto-items) + +(defun ledger-schedule-test ( early horizon) + (ledger-schedule-create-auto-buffer + (ledger-schedule-scan-transactions ledger-schedule-file) + early + horizon + (get-buffer "2013.ledger"))) + + +(defun ledger-schedule-test-predict () + (let ((today (current-time)) + test-date items) + + (loop for day from 0 to ledger-schedule-look-forward by 1 do + (setq test-date (time-add today (days-to-time day))) + (dolist (item auto-items items) + (if (funcall (car item) test-date) + (setq items (append items (list (decode-time test-date) (cdr item))))))) + items)) + +(defun ledger-schedule-upcoming () + (interactive) + (ledger-schedule-create-auto-buffer + (ledger-schedule-scan-transactions ledger-schedule-file) + ledger-schedule-look-backward + ledger-schedule-look-forward + (current-buffer))) + + +(provide 'ledger-schedule) + +;;; ledger-schedule.el ends here |