def apply_filters(self):
self.entries = self.all_entries
if self.filters['time']:
try:
begin_date, end_date = parse_date(self.filters['time'])
self.entries, _ = summarize.clamp_opt(self.entries, begin_date, end_date, self.options)
except TypeError:
raise FilterException('Failed to parse date string: {}'.format(self.filters['time']))
if self.filters['tag']:
self.entries = [entry
for entry in self.entries
if isinstance(entry, Transaction) and entry.tags and (entry.tags & set(self.filters['tag']))]
if self.filters['payee']:
self.entries = [entry
for entry in self.entries
if (isinstance(entry, Transaction) and entry.payee and (entry.payee in self.filters['payee']))
or (isinstance(entry, Transaction) and not entry.payee and ('' in self.filters['payee']))]
if self.filters['account']:
self.entries = [entry
for entry in self.entries
if isinstance(entry, Transaction) and
any(has_component(posting.account, self.filters['account'])
for posting in entry.postings)]
self.root_account = realization.realize(self.entries, self.account_types)
self.all_accounts = self._account_components()
self.all_accounts_leaf_only = self._account_components(leaf_only=True)
self.closing_entries = summarize.cap_opt(self.entries, self.options)
self.closing_real_accounts = realization.realize(self.closing_entries, self.account_types)
def monthly_income_expenses_totals(self):
month_tuples = self._month_tuples(self.entries)
monthly_totals = []
for begin_date, end_date in month_tuples:
entries, index = summarize.clamp_opt(self.entries, begin_date, end_date + timedelta(days=1),
self.options_map)
income_totals = self._table_totals(realization.get(realization.realize(entries, self.account_types), self.options_map['name_income']))
expenses_totals = self._table_totals(realization.get(realization.realize(entries, self.account_types), self.options_map['name_expenses']))
# FIXME find better way to only include relevant totals (lots of ZERO-ones at the beginning)
sum_ = ZERO
for currency, number in income_totals.items():
sum_ += number
for currency, number in expenses_totals.items():
sum_ += number
if sum_ != ZERO:
monthly_totals.append({
'begin_date': begin_date,
'end_date': end_date,
'income_totals': income_totals,
'expenses_totals': expenses_totals
})
return monthly_totals
def apply_filter(self, entries, options_map):
# Clamp to the desired period.
begin_date = datetime.date(self.year, self.first_month, 1)
end_date = datetime.date(self.year + 1, self.first_month, 1)
with misc_utils.log_time('clamp', logging.info):
entries, index = summarize.clamp_opt(entries, begin_date, end_date,
options_map)
return entries, index
def apply_filters(self):
self.entries = self.all_entries
if self.filters['time']:
try:
begin_date, end_date = parse_date(self.filters['time'])
self.entries, _ = summarize.clamp_opt(self.entries, begin_date,
end_date, self.options)
except TypeError:
raise FilterException('Failed to parse date string: {}'.format(
self.filters['time']))
if self.filters['tag']:
self.entries = [
entry for entry in self.entries
if isinstance(entry, Transaction) and entry.tags and (
entry.tags & set(self.filters['tag']))
]
if self.filters['payee']:
self.entries = [
entry for entry in self.entries
if (isinstance(entry, Transaction) and entry.payee and
(entry.payee in self.filters['payee'])) or (
isinstance(entry, Transaction) and not entry.payee and
('' in self.filters['payee']))
]
if self.filters['account']:
self.entries = [
entry for entry in self.entries
if isinstance(entry, Transaction) and any(
has_component(posting.account, self.filters['account'])
for posting in entry.postings)
]
self.root_account = realization.realize(self.entries,
self.account_types)
self.all_accounts = self._account_components()
self.all_accounts_leaf_only = self._account_components(leaf_only=True)
self.closing_entries = summarize.cap_opt(self.entries, self.options)
self.closing_real_accounts = realization.realize(
self.closing_entries, self.account_types)
def _real_accounts(self, account_name, begin_date=None, end_date=None):
"""
Returns the realization.RealAccount instances for account_name, and their entries
clamped by the optional begin_date and end_date.
Returns:
realization.RealAccount instances
"""
begin_date_, end_date_ = getters.get_min_max_dates(self.entries, (Transaction))
if begin_date:
begin_date_ = begin_date
if end_date:
end_date_ = end_date
entries, index = summarize.clamp_opt(self.entries, begin_date_, end_date_ + timedelta(days=1),
self.options_map)
real_accounts = realization.get(realization.realize(entries, self.account_types), account_name)
return real_accounts
def _net_worth_in_periods(self):
month_tuples = self._month_tuples(self.entries)
monthly_totals = []
date_start = month_tuples[0][0]
networthtable = holdings_reports.NetWorthReport(None, None)
for begin_date, end_date in month_tuples:
entries, index = summarize.clamp_opt(self.entries, date_start, end_date + timedelta(days=1),
self.options_map)
networth_as_table = networthtable.generate_table(entries, self.errors, self.options_map)
totals = dict(networth_as_table[2])
for key, value in totals.items():
totals[key] = float(value.replace(',', ''))
monthly_totals.append({
'begin_date': begin_date,
'end_date': end_date,
'totals': totals
})
return monthly_totals
def _filter(self, entries, options):
entries, _ = summarize.clamp_opt(entries, self.begin_date,
self.end_date, options)
return entries
def _filter(self, entries: Entries) -> Entries:
entries, _ = clamp_opt(entries, self.begin_date, self.end_date,
self.options)
return entries
def _filter(self, entries, options):
entries, _ = summarize.clamp_opt(entries, self.begin_date,
self.end_date, options)
return entries