class ResultTable(ResultTableBase):
COLUMNS = [
Column('marked', ''),
Column('name', 'Filename'),
Column('folder_path', 'Directory'),
Column('size', 'Size (KB)'),
Column('extension', 'Kind'),
]
DELTA_COLUMNS = {'size', }
class ResultTable(ResultTableBase):
COLUMNS = [
Column("marked", ""),
Column("name", "Filename"),
Column("folder_path", "Directory"),
Column("size", "Size (KB)"),
Column("extension", "Kind"),
]
DELTA_COLUMNS = {
"size",
}
class SplitTable(GUITable):
COLUMNS = [
Column('account', display=trcol("Account")),
Column('memo', display=trcol("Memo")),
Column('debit', display=trcol("Debit")),
Column('credit', display=trcol("Credit")),
]
def __init__(self, transaction_panel):
GUITable.__init__(self, document=transaction_panel.mainwindow.document)
self.panel = transaction_panel
self.completable_edit = self.panel.completable_edit
# --- Override
def _do_add(self):
split = self.panel.new_split()
row = SplitTableRow(self, split)
return row, len(self)
def _do_delete(self):
self.panel.delete_split(self.selected_row.split)
self.refresh()
def _is_edited_new(self):
split = self.edited.split
return split not in split.transaction.splits
def _fill(self):
transaction = self.panel.transaction
splits = transaction.splits
for split in splits:
self.append(SplitTableRow(self, split))
def _update_selection(self):
self.panel.select_splits([row.split for row in self.selected_rows])
# --- Public
def move_split(self, from_index, to_index):
row = self[from_index]
row.split.move_to_index(to_index)
self.refresh(refresh_view=False)
self.select([to_index])
self.view.refresh()
def refresh_splits(self):
self._item_changed()
def refresh_initial(self):
# the refresh just after a panel loading is a bit different
self.refresh(refresh_view=False)
self.select([0])
self.view.refresh()
class PluginListTable(GUITable):
SAVENAME = 'PluginListTable'
COLUMNS = [
Column('enabled', display=trcol("Enabled")),
Column('name', display=trcol("Name")),
Column('type', display=trcol("Type")),
Column('author', display=trcol("Author")),
]
# --- Override
def _fill(self):
for plugin in self.document.app.plugins:
self.append(PluginListRow(self, plugin))
class ResultTable(ResultTableBase):
COLUMNS = [
Column('marked', ''),
Column('name', coltr("Filename")),
Column('folder_path', coltr("Folder"), optional=True),
Column('size', coltr("Size (KB)"), optional=True),
Column('extension', coltr("Kind"), visible=False, optional=True),
Column('dimensions', coltr("Dimensions"), optional=True),
Column('exif_timestamp', coltr("EXIF Timestamp"), visible=False, optional=True),
Column('mtime', coltr("Modification"), visible=False, optional=True),
Column('percentage', coltr("Match %"), optional=True),
Column('dupe_count', coltr("Dupe Count"), visible=False, optional=True),
]
DELTA_COLUMNS = {'size', 'dimensions', 'mtime'}
class ExportAccountTable(GUITable):
COLUMNS = [
Column('name', display=trcol("Account")),
Column('export', display=trcol("Export")),
]
def __init__(self, export_panel):
self.panel = export_panel
GUITable.__init__(self, document=export_panel.document)
# --- Override
def _fill(self):
accounts = sorted(self.panel.accounts, key=ACCOUNT_SORT_KEY)
for account in accounts:
self.append(ExportAccountTableRow(self, account))
class GeneralLedgerTable(EntryTableBase):
SAVENAME = 'GeneralLedgerTable'
COLUMNS = [
Column('status', display=''),
Column('date', display=trcol("Date")),
Column('reconciliation_date', display=trcol("Reconciliation Date"), visible=False, optional=True),
Column('checkno', display=trcol("Check #"), visible=False, optional=True),
Column('description', display=trcol("Description"), optional=True),
Column('payee', display=trcol("Payee"), visible=False, optional=True),
Column('transfer', display=trcol("Transfer")),
Column('debit', display=trcol("Debit")),
Column('credit', display=trcol("Credit")),
Column('balance', display=trcol("Balance")),
]
ENTRY_ROWCLASS = GeneralLedgerRow
# --- Override
def _fill(self):
accounts = self.document.accounts
sort_accounts(accounts)
for account in accounts:
rows = self._get_account_rows(account)
if not rows:
continue
self.append(AccountRow(self, account))
for row in rows:
self.append(row)
def _get_current_account(self):
row = self.selected_row
return row.account if row is not None else None
def _get_totals_currency(self):
return self.document.default_currency
# --- Public
def is_account_row(self, row):
return isinstance(row, AccountRow)
def is_bold_row(self, row):
return isinstance(row, (TotalRow, PreviousBalanceRow))
# --- Event Handlers
def date_range_changed(self):
self.refresh(refresh_view=False)
self._update_selection()
self.view.refresh()
self.view.show_selected_row()
class ExcludeListTable(GUITable, DupeGuruGUIObject):
COLUMNS = [
Column("marked", ""),
Column("regex", tr("Regular Expressions"))
]
def __init__(self, exclude_list_dialog, app):
GUITable.__init__(self)
DupeGuruGUIObject.__init__(self, app)
self.columns = Columns(self)
self.dialog = exclude_list_dialog
def rename_selected(self, newname):
row = self.selected_row
if row is None:
return False
row._data = None
return self.dialog.rename_selected(newname)
# --- Virtual
def _do_add(self, regex):
"""(Virtual) Creates a new row, adds it in the table.
Returns ``(row, insert_index)``."""
# Return index 0 to insert at the top
return ExcludeListRow(self, self.dialog.exclude_list.is_marked(regex),
regex), 0
def _do_delete(self):
self.dalog.exclude_list.remove(self.selected_row.regex)
# --- Override
def add(self, regex):
row, insert_index = self._do_add(regex)
self.insert(insert_index, row)
self.view.refresh()
def _fill(self):
for enabled, regex in self.dialog.exclude_list:
self.append(ExcludeListRow(self, enabled, regex))
def refresh(self, refresh_view=True):
"""Override to avoid keeping previous selection in case of multiple rows
selected previously."""
self.cancel_edits()
del self[:]
self._fill()
if refresh_view:
self.view.refresh()
class ResultTable(ResultTableBase):
COLUMNS = [
Column("marked", ""),
Column("name", coltr("Filename")),
Column("folder_path", coltr("Folder"), optional=True),
Column("size", coltr("Size (KB)"), optional=True),
Column("extension", coltr("Kind"), visible=False, optional=True),
Column("mtime", coltr("Modification"), visible=False, optional=True),
Column("percentage", coltr("Match %"), optional=True),
Column("words", coltr("Words Used"), visible=False, optional=True),
Column("dupe_count", coltr("Dupe Count"), visible=False, optional=True),
]
DELTA_COLUMNS = {"size", "mtime"}
class IgnoreListTable(GUITable):
COLUMNS = [
# the str concat below saves us needless localization.
Column('path1', coltr("File Path") + " 1"),
Column('path2', coltr("File Path") + " 2"),
]
def __init__(self, ignore_list_dialog):
GUITable.__init__(self)
self.columns = Columns(self)
self.view = None
self.dialog = ignore_list_dialog
#--- Override
def _fill(self):
for path1, path2 in self.dialog.ignore_list:
self.append(IgnoreListRow(self, path1, path2))
class ScheduleTable(GUITable, TableWithAmountMixin):
SAVENAME = 'ScheduleTable'
COLUMNS = [
Column('start_date', display=trcol('Start Date')),
Column('stop_date', display=trcol('Stop Date')),
Column('repeat_type', display=trcol('Repeat Type')),
Column('interval', display=trcol('Interval')),
Column('checkno',
display=trcol('Check #'),
visible=False,
optional=True),
Column('description', display=trcol('Description'), optional=True),
Column('payee', display=trcol('Payee'), visible=False, optional=True),
Column('from', display=trcol('From')),
Column('to', display=trcol('To')),
Column('amount', display=trcol('Amount')),
]
def __init__(self, schedule_view):
GUITable.__init__(self, document=schedule_view.document)
self.mainwindow = schedule_view.mainwindow
# --- Override
def _update_selection(self):
self.mainwindow.selected_schedules = self.selected_schedules
def _fill(self):
self._all_amounts_are_native = True
for schedule in self.document.schedules:
row = ScheduleTableRow(self, schedule)
if not row.is_amount_native:
self._all_amounts_are_native = False
self.append(row)
# --- Public
def delete(self):
self.document.delete_schedules(self.selected_schedules)
def edit(self):
self.mainwindow.edit_item()
# --- Properties
@property
def selected_schedules(self):
return [row.schedule for row in self.selected_rows]
class ElementTable(GUIObject, GUITable):
#--- model -> view calls:
# refresh()
#
COLUMNS = [
Column('page', "Page"),
Column('order', "Order"),
Column('x', "X"),
Column('y', "Y"),
Column('fontsize', "Font Size"),
Column('text_length', "Text Length"),
Column('state', "State"),
Column('text', "Text"),
]
def __init__(self, app):
GUIObject.__init__(self, app)
GUITable.__init__(self)
self.columns = Columns(self)
#--- Override
def _fill(self):
elements = self.app.elements
if self.app.hide_ignored:
elements = [e for e in elements if e.state != ElementState.Ignored]
for element in elements:
self.append(ElementRow(self, element))
def _update_selection(self):
# Takes the table's selection and does appropriates updates on the Document's side.
elements = {row.element for row in self.selected_rows}
self.app.select_elements(elements)
#--- Public
def press_key(self, key):
key = key.upper()
if key not in SHORTCUTKEY2FLAG:
return
state = SHORTCUTKEY2FLAG[key]
self.app.change_state_of_selected(state)
#--- Event Handlers
def elements_changed(self):
self.refresh()
def elements_selected(self):
selected_elements = self.app.selected_elements
selected_indexes = []
for index, row in enumerate(self):
if row.element in selected_elements:
selected_indexes.append(index)
if selected_indexes != self.selected_indexes:
self.selected_indexes = selected_indexes
self.view.refresh()
class ProblemTable(GUITable):
COLUMNS = [
Column('path', coltr("File Path")),
Column('msg', coltr("Error Message")),
]
def __init__(self, problem_dialog):
GUITable.__init__(self)
self.columns = Columns(self)
self.dialog = problem_dialog
#--- Override
def _update_selection(self):
row = self.selected_row
dupe = row.dupe if row is not None else None
self.dialog.select_dupe(dupe)
def _fill(self):
problems = self.dialog.app.results.problems
for dupe, msg in problems:
self.append(ProblemRow(self, dupe, msg))
class BudgetTable(GUITable, TableWithAmountMixin):
SAVENAME = 'BudgetTable'
COLUMNS = [
Column('start_date', display=trcol("Start Date")),
Column('stop_date', display=trcol("Stop Date")),
Column('repeat_type', display=trcol("Repeat Type")),
Column('interval', display=trcol("Interval")),
Column('account', display=trcol("Account")),
Column('target', display=trcol("Target")),
Column('amount', display=trcol("Amount")),
]
def __init__(self, budget_view):
GUITable.__init__(self, document=budget_view.document)
self.mainwindow = budget_view.mainwindow
# --- Override
def _update_selection(self):
self.mainwindow.selected_budgets = self.selected_budgets
def _fill(self):
self._all_amounts_are_native = True
for budget in self.document.budgets:
if not self.mainwindow.document.is_amount_native(budget.amount):
self._all_amounts_are_native = False
self.append(BudgetTableRow(self, budget))
# --- Public
def delete(self):
self.document.delete_budgets(self.selected_budgets)
def edit(self):
self.mainwindow.edit_item()
# --- Properties
@property
def selected_budgets(self):
return [row.budget for row in self.selected_rows]
class ResultTable(ResultTableBase):
COLUMNS = [
Column("marked", ""),
Column("name", coltr("Filename")),
Column("folder_path", coltr("Folder"), visible=False, optional=True),
Column("size", coltr("Size (MB)"), optional=True),
Column("duration", coltr("Time"), optional=True),
Column("bitrate", coltr("Bitrate"), optional=True),
Column("samplerate",
coltr("Sample Rate"),
visible=False,
optional=True),
Column("extension", coltr("Kind"), optional=True),
Column("mtime", coltr("Modification"), visible=False, optional=True),
Column("title", coltr("Title"), visible=False, optional=True),
Column("artist", coltr("Artist"), visible=False, optional=True),
Column("album", coltr("Album"), visible=False, optional=True),
Column("genre", coltr("Genre"), visible=False, optional=True),
Column("year", coltr("Year"), visible=False, optional=True),
Column("track", coltr("Track Number"), visible=False, optional=True),
Column("comment", coltr("Comment"), visible=False, optional=True),
Column("percentage", coltr("Match %"), optional=True),
Column("words", coltr("Words Used"), visible=False, optional=True),
Column("dupe_count", coltr("Dupe Count"), visible=False,
optional=True),
]
DELTA_COLUMNS = {"size", "duration", "bitrate", "samplerate", "mtime"}
class ResultTable(ResultTableBase):
COLUMNS = [
Column('marked', ''),
Column('name', coltr("Filename")),
Column('folder_path', coltr("Folder"), visible=False, optional=True),
Column('size', coltr("Size (MB)"), optional=True),
Column('duration', coltr("Time"), optional=True),
Column('bitrate', coltr("Bitrate"), optional=True),
Column('samplerate',
coltr("Sample Rate"),
visible=False,
optional=True),
Column('extension', coltr("Kind"), optional=True),
Column('mtime', coltr("Modification"), visible=False, optional=True),
Column('title', coltr("Title"), visible=False, optional=True),
Column('artist', coltr("Artist"), visible=False, optional=True),
Column('album', coltr("Album"), visible=False, optional=True),
Column('genre', coltr("Genre"), visible=False, optional=True),
Column('year', coltr("Year"), visible=False, optional=True),
Column('track', coltr("Track Number"), visible=False, optional=True),
Column('comment', coltr("Comment"), visible=False, optional=True),
Column('percentage', coltr("Match %"), optional=True),
Column('words', coltr("Words Used"), visible=False, optional=True),
Column('dupe_count', coltr("Dupe Count"), visible=False,
optional=True),
]
DELTA_COLUMNS = {'size', 'duration', 'bitrate', 'samplerate', 'mtime'}
class TransactionTable(TransactionTableBase):
SAVENAME = 'TransactionTable'
COLUMNS = [
Column('status', display=''),
Column('date', display=trcol('Date')),
Column('checkno',
display=trcol('Check #'),
visible=False,
optional=True),
Column('description', display=trcol('Description'), optional=True),
Column('payee', display=trcol('Payee'), visible=False, optional=True),
Column('from', display=trcol('From')),
Column('to', display=trcol('To')),
Column('amount', display=trcol('Amount')),
Column('mtime',
display=trcol('Modification Time'),
visible=False,
optional=True),
]
# --- Override
def _do_add(self):
transactions = self.mainwindow.selected_transactions
date = transactions[0].date if transactions else datetime.date.today()
transaction = Transaction(date, amount=0)
rows = self[:-1] # ignore total row
for index, row in enumerate(rows):
if row._date > transaction.date:
insert_index = index
break
else:
insert_index = len(rows)
row = TransactionTableRow(self, transaction)
return row, insert_index
def _do_delete(self):
transactions = self.selected_transactions
if transactions:
self.document.delete_transactions(transactions)
def _fill(self):
self._all_amounts_are_native = True
total_amount = 0
for transaction in self.parent_view.visible_transactions:
self.append(TransactionTableRow(self, transaction))
convert = lambda a: convert_amount(
a, self.document.default_currency, transaction.date)
total_amount += convert(transaction.amount)
if not self.document.is_amount_native(transaction.amount):
self._all_amounts_are_native = False
self.footer = TotalRow(self, self.document.date_range.end,
total_amount)
self._restore_from_explicit_selection(refresh_view=False)
# --- Private
def _show_account(self, row_index=None, use_to_column=False):
# if `use_to_column` is True, use the To column, else, use the From column
if row_index is None:
if not self.selected_transactions:
return
row_index = self.selected_index
txn = self[row_index].transaction
froms, tos = txn.splitted_splits()
splits = tos if use_to_column else froms
account_to_show = splits[0].account
self.mainwindow.open_account(account_to_show)
# --- Public
def select_transactions(self, transactions):
TransactionTableBase.select_transactions(self, transactions)
if self and not self.selected_indexes:
self.selected_indexes = [len(self) - 1]
def show_from_account(self, row_index=None):
self._show_account(row_index, use_to_column=False)
def show_to_account(self, row_index=None):
self._show_account(row_index, use_to_column=True)
# --- Properties
@property
def selected_transactions(self):
return [
row.transaction for row in self.selected_rows
if hasattr(row, 'transaction')
]
# --- Event handlers
def date_range_changed(self):
self.refresh(refresh_view=False)
self._update_selection()
self.view.refresh()
self.view.show_selected_row()
def transactions_imported(self):
self.refresh(refresh_view=False)
self._update_selection()
self.view.refresh()
class EntryTable(EntryTableBase):
SAVENAME = 'EntryTable'
COLUMNS = [
Column('status', display=''),
Column('date', display=trcol("Date")),
Column('reconciliation_date',
display=trcol("Reconciliation Date"),
visible=False,
optional=True),
Column('checkno',
display=trcol("Check #"),
visible=False,
optional=True),
Column('description', display=trcol("Description"), optional=True),
Column('payee', display=trcol("Payee"), visible=False, optional=True),
Column('transfer', display=trcol("Transfer")),
Column('increase', display=trcol("Increase")),
Column('decrease', display=trcol("Decrease")),
Column('debit', display=trcol("Debit"), visible=False),
Column('credit', display=trcol("Credit"), visible=False),
Column('balance', display=trcol("Balance")),
]
def __init__(self, account_view):
EntryTableBase.__init__(self, account_view)
self.columns = EntryTableColumns(self,
prefaccess=account_view.document,
savename=self.SAVENAME)
self.account = account_view.account
self.completable_edit.account = self.account
self._reconciliation_mode = False
# --- Override
def _fill(self):
account = self.account
if account is None:
return
self.account = account
rows = self._get_account_rows(account)
is_native = lambda row: self.document.is_amount_native(row._debit)\
and self.document.is_amount_native(row._credit)
self._all_amounts_are_native = all(is_native(row) for row in rows)
if not rows:
# We still show a total row
rows.append(
TotalRow(self, account, self.document.date_range.end, 0, 0))
if isinstance(rows[0], PreviousBalanceRow):
self.header = rows[0]
del rows[0]
for row in rows[:-1]:
self.append(row)
self.footer = rows[-1]
balance_visible = account.is_balance_sheet_account()
self.columns.set_column_visible('balance', balance_visible)
self._restore_from_explicit_selection(refresh_view=False)
def _get_current_account(self):
return self.account
def _get_totals_currency(self):
return self._get_current_account().currency
# --- Public
def show_transfer_account(self, row_index=None):
if row_index is None:
if not self.selected_entries:
return
row_index = self.selected_index
entry = self[row_index].entry
splits = entry.transaction.splits
accounts = dedupe(split.account for split in splits
if split.account is not None)
if len(accounts) < 2:
return # no transfer
index = accounts.index(entry.account)
if index < len(accounts) - 1:
account_to_show = accounts[index + 1]
else:
account_to_show = accounts[0]
self.mainwindow.open_account(account_to_show)
def toggle_reconciled(self):
"""Toggle the reconcile flag of selected entries"""
entries = [
row.entry for row in self.selected_rows if row.can_reconcile()
]
self.document.toggle_entries_reconciled(entries)
# --- Properties
@property
def reconciliation_mode(self):
return self._reconciliation_mode
@reconciliation_mode.setter
def reconciliation_mode(self, value):
if value == self._reconciliation_mode:
return
self._reconciliation_mode = value
self.refresh()
# --- Event Handlers
def date_range_changed(self):
date_range = self.document.date_range
self.refresh(refresh_view=False)
self.select_transactions(self.mainwindow.selected_transactions)
if not self.selected_indexes:
self._select_nearest_date(date_range.start +
self._delta_before_change)
self.view.refresh()
self.view.show_selected_row()
self.mainwindow.selected_transactions = self.selected_transactions
def date_range_will_change(self):
date_range = self.document.date_range
transactions = self.selected_transactions
date = transactions[0].date if transactions else date_range.end
delta = date - date_range.start
self._delta_before_change = delta
def transaction_changed(self):
EntryTableBase.transaction_changed(self)
# It's possible that because of the change, the selected txn has been removed, so we have
# to update document selection.
self._update_selection()
def transactions_imported(self):
self.refresh(refresh_view=False)
self.mainwindow.selected_transactions = self.selected_transactions
self.view.refresh()
self.view.show_selected_row()
class ImportTable(GUITable, TransactionSelectionMixin):
SAVENAME = 'ImportTable'
COLUMNS = [
Column('will_import', display=''),
Column('date', display=trcol("Date")),
Column('description', display=trcol("Description")),
Column('amount', display=trcol("Amount")),
Column('bound', display=''),
Column('date_import', display=trcol("Date")),
Column('description_import', display=trcol("Description")),
Column('payee_import', display=trcol("Payee")),
Column('checkno_import', display=trcol("Check #")),
Column('transfer_import', display=trcol("Transfer")),
Column('amount_import', display=trcol("Amount")),
]
def __init__(self, import_window):
GUITable.__init__(self, document=import_window.document)
self.window = import_window
self._is_two_sided = False
self.__last_explicitly_selected = []
# --- Override
def select_transactions(self, transactions):
selected_indexes = []
for index, row in enumerate(self):
indexed_row = row.imported.transaction if row.imported else row.entry.transaction
if indexed_row in transactions:
selected_indexes.append(index)
self.selected_indexes = selected_indexes
@property
def selected_transactions(self):
return [
row.imported.transaction if row.imported else row.entry.transaction
for row in self.selected_rows
]
@property
def _explicitly_selected_transactions(self):
return self.__last_explicitly_selected
def _update_selection(self):
self.__last_explicitly_selected = self.selected_transactions
def _fill(self):
self._is_two_sided = False
self.pane = self.window.selected_pane
if not self.pane:
return
for existing, imported in self.pane.matches:
if existing is not None:
self._is_two_sided = True
self.append(ImportTableRow(self, existing, imported))
# --- Public
def bind(self, source_index, dest_index):
source = self[source_index]
dest = self[dest_index]
source.bind(dest)
self.refresh()
def can_bind(self, source_index, dest_index):
source = self[source_index]
dest = self[dest_index]
return source.can_bind(dest)
def delete(self):
rows = self.selected_rows
for row in rows:
row.will_import = False
self.view.refresh()
def toggle_import_status(self):
for row in self.selected_rows:
row.will_import = not row.will_import
self.view.refresh()
def unbind(self, index):
row = self[index]
if not row.bound:
return
row.unbind()
self.refresh()
# --- Properties
@property
def is_two_sided(self):
"""Returns whether the table should show columns to display matches from the target account.
"""
return self._is_two_sided
class IncomeStatement(Report):
SAVENAME = 'IncomeStatement'
COLUMNS = [
Column('name', display=trcol("Account")),
Column('account_number',
display=trcol("Account #"),
visible=False,
optional=True),
Column('cash_flow', display=trcol("Current")),
Column('last_cash_flow', display=trcol("Last"), optional=True),
Column('delta', display=trcol("Change"), visible=False, optional=True),
Column('delta_perc',
display=trcol("Change %"),
visible=False,
optional=True),
Column('budgeted', display=trcol("Budgeted"), optional=True),
]
# --- Override
def _compute_account_node(self, node):
account = node.account
date_range = self.document.date_range
currency = self.document.default_currency
cash_flow = account.entries.normal_cash_flow(date_range)
cash_flow_native = account.entries.normal_cash_flow(
date_range, currency)
last_cash_flow = account.entries.normal_cash_flow(date_range.prev())
last_cash_flow_native = account.entries.normal_cash_flow(
date_range.prev(), currency)
remaining = self.document.budgets.normal_amount_for_account(
account, date_range)
remaining_native = self.document.budgets.normal_amount_for_account(
account, date_range, currency)
delta = cash_flow - last_cash_flow
# Amounts for totals are converted in the document's currency
node.cash_flow_amount = cash_flow_native
node.last_cash_flow_amount = last_cash_flow_native
node.budgeted_amount = remaining_native
# Amounts for display are kept in the account's currency
node.cash_flow = self.document.format_amount(cash_flow)
node.last_cash_flow = self.document.format_amount(last_cash_flow)
node.budgeted = self.document.format_amount(remaining)
node.delta = self.document.format_amount(delta)
node.delta_perc = get_delta_perc(delta, last_cash_flow)
def _make_node(self, name):
node = Report._make_node(self, name)
node.cash_flow = ''
node.last_cash_flow = ''
node.budget = ''
node.budgeted = ''
node.delta = ''
node.delta_perc = ''
node.cash_flow_amount = 0
node.last_cash_flow_amount = 0
node.budgeted_amount = 0
return node
def _refresh(self):
self.clear()
self.has_multiple_currencies = self.document.accounts.has_multiple_currencies(
)
self.income = self.make_type_node(tr('INCOME'), AccountType.Income)
self.expenses = self.make_type_node(tr('EXPENSES'),
AccountType.Expense)
self.net_income = self._make_node(tr('NET INCOME'))
net_income = self.income.cash_flow_amount - self.expenses.cash_flow_amount
last_net_income = self.income.last_cash_flow_amount - self.expenses.last_cash_flow_amount
net_budgeted = self.income.budgeted_amount - self.expenses.budgeted_amount
delta = net_income - last_net_income
force_explicit_currency = self.has_multiple_currencies
self.net_income.cash_flow = self.document.format_amount(
net_income, force_explicit_currency=force_explicit_currency)
self.net_income.last_cash_flow = self.document.format_amount(
last_net_income, force_explicit_currency=force_explicit_currency)
self.net_income.budgeted = self.document.format_amount(
net_budgeted, force_explicit_currency=force_explicit_currency)
self.net_income.delta = self.document.format_amount(
delta, force_explicit_currency=force_explicit_currency)
self.net_income.delta_perc = get_delta_perc(delta, last_net_income)
self.net_income.is_total = True
self.append(self.income)
self.append(self.expenses)
self.append(self.net_income)
# --- Public
def make_total_node(self, parent, name):
node = Report.make_total_node(self, name)
parent.cash_flow_amount = sum(child.cash_flow_amount
for child in parent)
parent.last_cash_flow_amount = sum(child.last_cash_flow_amount
for child in parent)
parent.budgeted_amount = sum(child.budgeted_amount for child in parent)
delta = parent.cash_flow_amount - parent.last_cash_flow_amount
force_explicit_currency = self.has_multiple_currencies
node.cash_flow = parent.cash_flow = self.document.format_amount(
parent.cash_flow_amount,
force_explicit_currency=force_explicit_currency)
node.last_cash_flow = parent.last_cash_flow = self.document.format_amount(
parent.last_cash_flow_amount,
force_explicit_currency=force_explicit_currency)
node.budgeted = parent.budgeted = self.document.format_amount(
parent.budgeted_amount,
force_explicit_currency=force_explicit_currency)
node.delta = parent.delta = self.document.format_amount(
delta, force_explicit_currency=force_explicit_currency)
node.delta_perc = parent.delta_perc = get_delta_perc(
delta, parent.last_cash_flow_amount)
return node
class BalanceSheet(Report):
SAVENAME = 'BalanceSheet'
COLUMNS = [
Column('name', display=trcol("Account")),
Column('account_number',
display=trcol("Account #"),
visible=False,
optional=True),
Column('end', display=trcol("End")),
Column('start', display=trcol("Start"), optional=True),
Column('delta', display=trcol("Change"), visible=False, optional=True),
Column('delta_perc',
display=trcol("Change %"),
visible=False,
optional=True),
Column('budgeted', display=trcol("Budgeted"), optional=True),
]
# --- Override
def _compute_account_node(self, node):
account = node.account
date_range = self.document.date_range
start_date = date_range.start
end_date = date_range.end
currency = self.document.default_currency
start_amount = account.entries.normal_balance(start_date -
timedelta(1))
start_amount_native = account.entries.normal_balance(start_date -
timedelta(1),
currency=currency)
end_amount = account.entries.normal_balance(end_date)
end_amount_native = account.entries.normal_balance(end_date,
currency=currency)
budget_date_range = DateRange(date.today(), end_date)
budgeted_amount = self.document.budgeted_amount_for_target(
account, budget_date_range)
budgeted_amount_native = convert_amount(budgeted_amount, currency,
date_range.end)
delta = end_amount - start_amount
# Amounts for totals are converted in the document's currency
node.start_amount = start_amount_native
node.end_amount = end_amount_native
node.budgeted_amount = budgeted_amount_native
# Amounts for display are kept in the account's currency
node.start = self.document.format_amount(start_amount)
node.end = self.document.format_amount(end_amount)
node.budgeted = self.document.format_amount(budgeted_amount)
node.delta = self.document.format_amount(delta)
node.delta_perc = get_delta_perc(delta, start_amount)
def _make_node(self, name):
node = Report._make_node(self, name)
node.start = ''
node.end = ''
node.budgeted = ''
node.delta = ''
node.delta_perc = ''
node.start_amount = 0
node.end_amount = 0
node.budgeted_amount = 0
return node
def _refresh(self):
self.clear()
self.has_multiple_currencies = self.document.accounts.has_multiple_currencies(
)
self.assets = self.make_type_node(tr('ASSETS'), AccountType.Asset)
self.liabilities = self.make_type_node(tr('LIABILITIES'),
AccountType.Liability)
self.net_worth = self._make_node(tr('NET WORTH'))
net_worth_start = self.assets.start_amount - self.liabilities.start_amount
net_worth_end = self.assets.end_amount - self.liabilities.end_amount
budget_date_range = DateRange(date.today(),
self.document.date_range.end)
# The net worth's budget is not a simple subtraction, it must count the target-less budgets
net_worth_budgeted = self.document.budgeted_amount_for_target(
None, budget_date_range)
net_worth_delta = net_worth_end - net_worth_start
force_explicit_currency = self.has_multiple_currencies
self.net_worth.start = self.document.format_amount(
net_worth_start, force_explicit_currency=force_explicit_currency)
self.net_worth.end = self.document.format_amount(
net_worth_end, force_explicit_currency=force_explicit_currency)
self.net_worth.budgeted = self.document.format_amount(
net_worth_budgeted,
force_explicit_currency=force_explicit_currency)
self.net_worth.delta = self.document.format_amount(
net_worth_delta, force_explicit_currency=force_explicit_currency)
self.net_worth.delta_perc = get_delta_perc(net_worth_delta,
net_worth_start)
self.net_worth.is_total = True
self.append(self.assets)
self.append(self.liabilities)
self.append(self.net_worth)
# --- Public
def make_total_node(self, parent, name):
node = Report.make_total_node(self, name)
parent.start_amount = sum(child.start_amount for child in parent)
parent.end_amount = sum(child.end_amount for child in parent)
parent.budgeted_amount = sum(child.budgeted_amount for child in parent)
delta_amount = parent.end_amount - parent.start_amount
force_explicit_currency = self.has_multiple_currencies
node.start = parent.start = self.document.format_amount(
parent.start_amount,
force_explicit_currency=force_explicit_currency)
node.end = parent.end = self.document.format_amount(
parent.end_amount, force_explicit_currency=force_explicit_currency)
node.budgeted = parent.budgeted = self.document.format_amount(
parent.budgeted_amount,
force_explicit_currency=force_explicit_currency)
node.delta = parent.delta = self.document.format_amount(
delta_amount, force_explicit_currency=force_explicit_currency)
node.delta_perc = parent.delta_perc = get_delta_perc(
delta_amount, parent.start_amount)
return node
