def compute_payroll(wage_schedule, state_withholding, exemptions):
"""Return a 2013 payroll schedule as a Pandas DataFrame."""
month_integers = range(1, len(wage_schedule) + 1)
pd = pandas.DataFrame(index=month_integers)
pd['wages'] = wage_schedule
compute = federal_monthly_withholding['MJ'].compute_tax_on
pd['fedwh'] = [compute(amount, exemptions) for amount in wage_schedule]
ss_excess = (pd['wages'].cumsum() - ss_limit).clip(zero)
pd['ss_wages'] = (pd['wages'] - ss_excess).clip(zero)
pd['ss'] = [cents(n) for n in ss_rate * pd['ss_wages']]
pd['mc'] = [cents(n) for n in mc_rate * pd['wages']]
pd['ss2'] = [cents(n) for n in ss_rate * 2 * pd['ss_wages']]
pd['mc2'] = [cents(n) for n in mc_rate * 2 * pd['wages']]
pd['statewh'] = [state_withholding(wage)
for month, wage in pd['wages'].iteritems()]
pd['localwh'] = [cents((wage - monthly_school_exemption * exemptions)
* bluffton_school_rate) for wage in pd['wages']]
pd['paycheck'] = (pd['wages'] - pd['fedwh'] - pd['ss'] - pd['mc']
- pd['statewh'] - pd['localwh'])
return pd
def compute_payroll(wage_schedule, state_withholding, exemptions):
"""Return a 2013 payroll schedule as a Pandas DataFrame."""
month_integers = range(1, len(wage_schedule) + 1)
pd = pandas.DataFrame(index=month_integers)
pd['wages'] = wage_schedule
compute = federal_monthly_withholding['MJ'].compute_tax_on
pd['fedwh'] = [compute(amount, exemptions) for amount in wage_schedule]
ss_excess = (pd['wages'].cumsum() - ss_limit).clip(zero)
pd['ss_wages'] = (pd['wages'] - ss_excess).clip(zero)
pd['ss'] = [cents(n) for n in ss_rate * pd['ss_wages']]
pd['mc'] = [cents(n) for n in mc_rate * pd['wages']]
pd['ss2'] = [cents(n) for n in ss_rate * 2 * pd['ss_wages']]
pd['mc2'] = [cents(n) for n in mc_rate * 2 * pd['wages']]
pd['statewh'] = [
state_withholding(wage) for month, wage in pd['wages'].iteritems()
]
pd['localwh'] = [
cents((wage - monthly_school_exemption * exemptions) *
bluffton_school_rate) for wage in pd['wages']
]
pd['paycheck'] = (pd['wages'] - pd['fedwh'] - pd['ss'] - pd['mc'] -
pd['statewh'] - pd['localwh'])
return pd
def compute(form):
f = form
f.line6 = f.line4 + f.line5
f.line7 = f.line3 - f.line6
f.line8 = cents(f.line7 * Decimal("0.006"))
if f.all_wages_excluded_from_state_unemployment_tax:
f.line9 = cents(f.line7 * Decimal(".054"))
else:
f.line9 = Decimal("0.00")
f.line12 = f.line8 + f.line9 + f.line10 + f.line11
if f.line12 > f.line13:
f.line14 = f.line12 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line12
if f.line12 > cents("500.00"):
f.line17 = f.line16a + f.line16b + f.line16c + f.line16d
# Make this a warning? assert f.line12 == f.line17
else:
f.line16a = f.line16b = f.line16c = f.line16d = ""
f.line17 = zero
def compute(form):
f = form
f.line3 = cents(f.line2 * 75 / 1000)
f.line4 = max(f.line1 - f.line3, zero)
f.line9 = f.line5 + f.line6 + f.line7 + f.line8
f.line15 = f.line10 + f.line11 + f.line12 + f.line13 + f.line14
f.line19 = f.line16 + f.line17 + f.line18
f.line24 = f.line21 + f.line22 + f.line23
f.line26 = cents(f.line25 * 2 / 100)
f.line27 = max(f.line24 - f.line26, zero)
f.line29 = (f.line4 + f.line9 + f.line15 + f.line19 + f.line20 + f.line27 +
f.line28)
def compute(form):
f = form
f.line3 = cents(f.line2 * 75 / 1000)
f.line4 = max(f.line1 - f.line3, zero)
f.line9 = f.line5 + f.line6 + f.line7 + f.line8
f.line15 = f.line10 + f.line11 + f.line12 + f.line13 + f.line14
f.line19 = f.line16 + f.line17 + f.line18
f.line24 = f.line21 + f.line22 + f.line23
f.line26 = cents(f.line25 * 2 / 100)
f.line27 = max(f.line24 - f.line26, zero)
f.line29 = (f.line4 + f.line9 + f.line15 + f.line19 + f.line20
+ f.line27 + f.line28)
def compute(form):
f = form
validate.year(f.year)
validate.quarter(f.quarter)
f.line4 = not (f.line5a1 or f.line5b1 or f.line5c1)
social_security_rate = Decimal('0.104' if int(f.year) < 2013 else '0.124')
medicare_rate = Decimal('0.029')
additional_medicare_rate = Decimal('0.009')
f.line5a2 = cents(f.line5a1 * social_security_rate)
f.line5b2 = cents(f.line5b1 * social_security_rate)
f.line5c2 = cents(f.line5c1 * medicare_rate)
if form.form_version >= u'2014':
f.line5d2 = cents(f.line5d1 * additional_medicare_rate)
f.line5e = f.line5a2 + f.line5b2 + f.line5c2 + f.line5d2
f.line6 = f.line3 + f.line5e + f.line5f
else:
f.line5d = f.line5a2 + f.line5b2 + f.line5c2
f.line6 = f.line3 + f.line5d + getattr(f, 'line5e', zero)
f.line10 = f.line6 + f.line7 + f.line8 + f.line9
if f.form_version == u'2017':
f.line12 = f.line10 - f.line11
f.line16_total = f.line16_month1 + f.line16_month2 + f.line16_month3
if f.line12 > f.line13:
f.line14 = f.line10 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line10
elif f.form_version >= u'2014':
f.line14_total = f.line14_month1 + f.line14_month2 + f.line14_month3
if f.line11 is None:
f.line11 = f.line14_total
if f.line10 > f.line11:
f.line12 = f.line10 - f.line11
f.line13 = zero
else:
f.line12 = zero
f.line13 = f.line11 - f.line10
else:
f.line16_total = f.line16_month1 + f.line16_month2 + f.line16_month3
if f.line11 is None:
f.line11 = f.line16_total
f.line13 = f.line11 + f.line12a
if f.line10 > f.line13:
f.line14 = f.line10 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line10
def process_form(f):
subs = (f.Part_I.A, f.Part_I.B)
for sub in subs:
sub.profit = sub.rents - sub.expenses
sub.tax = cents(sub.profit / 10)
f.total_rents = sum(sub.rents for sub in subs)
f.total_expenses = sum(sub.expenses for sub in subs)
f.total_profit = sum(sub.profit for sub in subs)
f.total_tax = sum(sub.tax for sub in subs)
def compute(form):
f = form
validate.year(f.year)
validate.quarter(f.quarter)
f.line4 = not (f.line5a1 or f.line5b1 or f.line5c1)
social_security_rate = Decimal('0.104' if int(f.year) < 2013 else '0.124')
medicare_rate = Decimal('0.029')
additional_medicare_rate = Decimal('0.009')
f.line5a2 = cents(f.line5a1 * social_security_rate)
f.line5b2 = cents(f.line5b1 * social_security_rate)
f.line5c2 = cents(f.line5c1 * medicare_rate)
if form.form_version >= u'2014':
f.line5d2 = cents(f.line5d1 * additional_medicare_rate)
f.line5e = f.line5a2 + f.line5b2 + f.line5c2 + f.line5d2
f.line6 = f.line3 + f.line5e + f.line5f
else:
f.line5d = f.line5a2 + f.line5b2 + f.line5c2
f.line6 = f.line3 + f.line5d + getattr(f, 'line5e', zero)
f.line10 = f.line6 + f.line7 + f.line8 + f.line9
if f.form_version >= u'2014':
f.line14_total = f.line14_month1 + f.line14_month2 + f.line14_month3
if f.line11 is None:
f.line11 = f.line14_total
if f.line10 > f.line11:
f.line12 = f.line10 - f.line11
f.line13 = zero
else:
f.line12 = zero
f.line13 = f.line11 - f.line10
else:
f.line16_total = f.line16_month1 + f.line16_month2 + f.line16_month3
if f.line11 is None:
f.line11 = f.line16_total
f.line13 = f.line11 + f.line12a
if f.line10 > f.line13:
f.line14 = f.line10 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line10
def __init__(self, brackets, one_allowance=zero):
"""Return a Pandas tax schedule DataFrame.
Each element of `brackets` should be a two-element tuple
``(over, rate)`` like ``(8926, 15)`` giving the base of the tax
bracket in dollars ("if the amount is *over*...") and its tax
rate as a percent. Each value in the tuple should either be a
Decimal, or an integer or string that will be automatically
converted to a Decimal.
The value `one_allowance` should be the amount of any deduction
that gets subtracted from income before the tax is computed.
"""
overs, rates = zip(*brackets)
df = pd.DataFrame({'over': [cents(value) for value in overs]})
df['rate'] = [Decimal(rate) * percent for rate in rates]
df['but_not_over'] = df['over'].shift(-1).fillna(infinity)
self.brackets = df
self.one_allowance = cents(one_allowance)
def compute(form):
f = form
f.line6 = f.line4 + f.line5
f.line7 = f.line3 - f.line6
f.line8 = cents(f.line7 * Decimal('0.006'))
if f.all_wages_excluded_from_state_unemployment_tax:
f.line9 = cents(f.line7 * Decimal('.054'))
else:
f.line9 = Decimal('0.00')
f.line12 = f.line8 + f.line9 + f.line10 + f.line11
if f.line12 > f.line13:
f.line14 = f.line12 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line12
f.line17 = f.line16a + f.line16b + f.line16c + f.line16d
def compute(form):
f = form
f.line6 = f.line4 + f.line5
f.line7 = f.line3 - f.line6
f.line8 = cents(f.line7 * Decimal('0.006'))
if f.all_wages_excluded_from_state_unemployment_tax:
f.line9 = cents(f.line7 * Decimal('.054'))
else:
f.line9 = Decimal('0.00')
f.line12 = f.line8 + f.line9 + f.line10 + f.line11
if f.line12 > f.line13:
f.line14 = f.line12 - f.line13
f.line15 = zero
else:
f.line14 = zero
f.line15 = f.line13 - f.line12
f.line17 = f.line16a + f.line16b + f.line16c + f.line16d
def compute(form):
f = form
f.line3 = (cents(f.line1) / cents(f.line2)
).quantize(Decimal('0.0001'), rounding=ROUND_HALF_UP)
f.line7 = f.line3
f.line12a = sum(f['line', n, 'a'] for n in range(9, 12))
f.line12b = sum(f['line', n, 'b'] for n in range(9, 12))
f.line13 = cents(f.line12b * f.line7 / hundred)
f.line14 = f.line12a + f.line13
f.line15 = max(zero, f.line8 - f.line14)
f.line22a = sum(f['line', n, 'a'] for n in range(16, 22))
f.line22b = sum(f['line', n, 'b'] for n in range(16, 22))
f.line23 = cents(f.line22b * f.line7)
f.line25 = f.line22a + f.line23 + f.line24
f.line38 = f.line36 - f.line37
f.line39 = cents(f.line38 * f.line7)
f.line41 = cents(f.line39 * f.line40)
f.line26 = min(f.line15, f.line25)
f.line27 = f.line15 - f.line26
f.line29 = f.line41
f.line31 = f.line28 + f.line29 + f.line30
f.line32 = min(f.line27, f.line31)
f.line33 = f.line14 + f.line26 + f.line32
# TODO: f.line34 should really involve casualty loss plus another form!
f.line34 = zero
f.line35 = f.line33 - f.line34
f.line42 = max(zero, f.line25 - f.line26)
f.line43 = max(zero, f.line31 - f.line32)
def compute(form):
f = form
f.line3 = (cents(f.line1) / cents(f.line2)).quantize(
Decimal('0.0001'), rounding=ROUND_HALF_UP)
f.line7 = f.line3
f.line12a = sum(f['line', n, 'a'] for n in range(9, 12))
f.line12b = sum(f['line', n, 'b'] for n in range(9, 12))
f.line13 = cents(f.line12b * f.line7 / hundred)
f.line14 = f.line12a + f.line13
f.line15 = max(zero, f.line8 - f.line14)
f.line22a = sum(f['line', n, 'a'] for n in range(16, 22))
f.line22b = sum(f['line', n, 'b'] for n in range(16, 22))
f.line23 = cents(f.line22b * f.line7)
f.line25 = f.line22a + f.line23 + f.line24
f.line38 = f.line36 - f.line37
f.line39 = cents(f.line38 * f.line7)
f.line41 = cents(f.line39 * f.line40)
f.line26 = min(f.line15, f.line25)
f.line27 = f.line15 - f.line26
f.line29 = f.line41
f.line31 = f.line28 + f.line29 + f.line30
f.line32 = min(f.line27, f.line31)
f.line33 = f.line14 + f.line26 + f.line32
# TODO: f.line34 should really involve casualty loss plus another form!
f.line34 = zero
f.line35 = f.line33 - f.line34
f.line42 = max(zero, f.line25 - f.line26)
f.line43 = max(zero, f.line31 - f.line32)
def compute(form):
f = form
f.line3 = f.line1a + f.line1b + f.line2
f.line4 = cents(Decimal('.9235') * f.line3)
if f.line4 < Decimal('400.00'):
f.line5 = zero
f.line6 = zero
return
if f.form_version == u'2014':
ss_limit = Decimal('117000.00')
combined_rate = Decimal('.153')
maximum_ss = Decimal('14508.00')
medicare_rate = Decimal('.029')
else:
ss_limit = Decimal('110100.00')
combined_rate = Decimal('.133')
maximum_ss = Decimal('11450.40')
medicare_rate = Decimal('.029')
if f.line4 <= ss_limit:
f.line5 = combined_rate * f.line4
else:
f.line5 = maximum_ss + medicare_rate * f.line4
f.line5 = cents(f.line5)
if f.form_version >= u'2014':
f.line6 = cents(f.line5 / 2)
return
# TODO: re-check the following
if f.line5 <= Decimal('14643.30'):
f.line6 = Decimal('.5751') * f.line5
else:
f.line6 = Decimal('1100.00') + Decimal('.50') * f.line5
f.line6 = cents(f.line6)
def compute(form):
f = form
f.line3 = f.line1a + f.line1b + f.line2
f.line4 = cents(Decimal('.9235') * f.line3)
if f.line4 < Decimal('400.00'):
f.line5 = zero
f.line6 = zero
return
if f.form_version == u'2014':
ss_limit = Decimal('117000.00')
combined_rate = Decimal('.153')
maximum_ss = Decimal('14508.00')
medicare_rate = Decimal('.029')
else:
ss_limit = Decimal('110100.00')
combined_rate = Decimal('.133')
maximum_ss = Decimal('11450.40')
medicare_rate = Decimal('.029')
if f.line4 <= ss_limit:
f.line5 = combined_rate * f.line4
else:
f.line5 = maximum_ss + medicare_rate * f.line4
f.line5 = cents(f.line5)
if f.form_version >= u'2014':
f.line6 = cents(f.line5 / 2)
return
# TODO: re-check the following
if f.line5 <= Decimal('14643.30'):
f.line6 = Decimal('.5751') * f.line5
else:
f.line6 = Decimal('1100.00') + Decimal('.50') * f.line5
f.line6 = cents(f.line6)
def compute(form):
f = form
f.line3 = f.line1a + f.line1b + f.line2
if f.line3 >= zero:
f.line4a = cents(Decimal('.9235') * f.line3)
else:
f.line4a = f.line3
f.line4c = f.line4a + f.line4b
if f.line4c < Decimal('400.00'):
f.line5b = zero
f.line6 = zero
f.line8d = zero
f.line9 = zero
f.line10 = zero
f.line11 = zero
f.line12 = zero
f.line13 = zero
return
f.line5b = cents(Decimal('.9235') * f.line5a)
if f.line5b < Decimal('100.00'):
f.line5b = zero
f.line6 = f.line4c + f.line5b
line7 = cents('113700.00')
if f.line8a >= line7:
f.line8d = zero
f.line9 = zero
f.line10 = zero
else:
raise NotImplementedError()
f.line11 = cents(f.line6 * Decimal('.029'))
f.line12 = f.line10 + f.line11
f.line13 = cents(f.line12 * Decimal('0.5'))
def compute(form):
f = form
f.line3 = f.line1a + f.line1b + f.line2
if f.line3 >= zero:
f.line4a = cents(Decimal('.9235') * f.line3)
else:
f.line4a = f.line3
f.line4c = f.line4a + f.line4b
if f.line4c < Decimal('400.00'):
f.line5b = zero
f.line6 = zero
f.line8d = zero
f.line9 = zero
f.line10 = zero
f.line11 = zero
f.line12 = zero
f.line13 = zero
return
f.line5b = cents(Decimal('.9235') * f.line5a)
if f.line5b < Decimal('100.00'):
f.line5b = zero
f.line6 = f.line4c + f.line5b
line7 = cents('113700.00')
if f.line8a >= line7:
f.line8d = zero
f.line9 = zero
f.line10 = zero
else:
raise NotImplementedError()
f.line11 = cents(f.line6 * Decimal('.029'))
f.line12 = f.line10 + f.line11
f.line13 = cents(f.line12 * Decimal('0.5'))
from luca.forms.formlib import Form
from luca.kit import cents, zzstr
title = u"Form 1040 Schedule E: Supplemental Income and Loss"
versions = u'2012', u'2013', u'2014'
zero = cents(0)
def defaults(form):
f = form
f.ssn = ''
f.name = ''
f.is_1099_required = False
f.is_1099_filed = False
f.Part_I = Form()
f.Part_II = Form()
for letter in 'ABC':
setattr(f.Part_I, letter, Form())
sub = getattr(f.Part_I, letter)
sub.address = ''
sub.type = ''
sub.fair_rental_days = 0
sub.personal_use_days = 0
sub.qjv = ''
for i in range(3, 20):
setattr(sub, 'line%d' % i, zero)
for letter in 'ABCD':
setattr(f.Part_II, letter, Form())
sub = getattr(f.Part_II, letter)
def test_cents_round_up(self):
assert cents('1.235') == Decimal('1.24')
def run_yaml_file(terminal, path, statement_paths,
show_balances, show_data, show_transactions,
sort_by='date'):
t = terminal
screen_width = int(os.environ.get('COLUMNS', '0')) or t.width or 80
with open(path) as yaml_file:
rule_tree = yaml.load(yaml_file, Loader=Loader)
try:
rule_tree_function = rules.compile_tree(rule_tree)
except rules.ParseError as e:
sys.stderr.write('ERROR: {}\n'.format(e))
sys.exit(1)
balances = []
transactions = []
for path in statement_paths:
if path.lower().endswith('.pdf'):
text = extract_text_from_pdf_file(path)
elif path.lower().endswith('.txt'):
with open(path) as text_file:
text = text_file.read().decode('utf-8')
matching_importers = [importer for importer in importers
if importer.does_this_match(text)]
if len(matching_importers) == 0:
raise RuntimeError('cannot find an importer for file: {}'
.format(path))
elif len(matching_importers) > 1:
raise RuntimeError('found too many importers for file: {}'
.format(path))
else:
importer = matching_importers[0]
new_balances, new_transactions = importer(text)
elif path.lower().endswith('.csv'):
with open(path) as csv_file:
new_balances, new_transactions = autocsv.importer(csv_file)
else:
raise ValueError('no idea what to do with file {!r}'.format(path))
balances.extend(new_balances)
transactions.extend(new_transactions)
output_lines = []
add = output_lines.append
for line in verify_balances(balances, transactions, show_balances, t):
add(line)
new_splits = []
for tr in transactions:
tr.set_full_text()
category = rule_tree_function(tr)
if category is not None and category.startswith('Split '):
pieces = [piece.strip() for piece in category[6:].split(';')]
full_amount = tr.amount
for piece in pieces[:-1]:
tr2 = copy(tr)
#tr2.category, amount_str = piece.split()
tr2.category, amount_str = piece.rsplit(None, 1)
if amount_str.endswith('%'):
percent = Decimal(amount_str[:-1])
tr2.amount = cents(full_amount * percent / 100)
else:
tr2.amount = Decimal(amount_str.replace(',', ''))
new_splits.append(tr2)
tr.amount -= tr2.amount
category = pieces[-1]
tr.category = category
transactions.extend(new_splits)
transactions = [tr for tr in transactions if tr.category is not None]
if show_data:
sio = StringIO()
w = csv.writer(sio)
w.writerow(['date', 'amount', 'category', 'account', 'description'])
for t in transactions:
w.writerow([
t.date, t.amount, t.category, t.account, t.description,
])
return sio.getvalue().splitlines()
catdict = group_transactions_by_category(transactions)
sumdict = sum_categories(transactions)
categories = set(catdict) | set(sumdict)
max_amount = max(abs(v) for v in sumdict.values())
amount_width = len('{:,}'.format(max_amount)) + 1
date_width = 10
gutter = 1
category_indent = ' ' * (amount_width + 1)
description_indent = ' ' * (gutter + date_width + gutter)
f = _make_formatter(terminal, amount_width)
for category in sorted(categories, key=_category_key):
csum = sumdict[category]
depth = category.count('.')
if not show_transactions and depth:
name = category[category.rfind('.')+1:]
else:
name = category
if show_transactions:
name = t.bold(name)
add('{}{} {}'.format(category_indent * depth, f(csum), name))
if not show_transactions:
continue
transaction_list = catdict.get(category, None)
if not transaction_list:
continue
if sort_by == 'amount':
transaction_list.sort(key=lambda t: -t.amount)
elif sort_by == 'date':
transaction_list.sort(key=lambda t: t.date)
add('')
max_amount2 = max(abs(tr.amount) for tr in transaction_list)
amount_width2 = max(10, len('{:,}'.format(max_amount2)) + 1)
f2 = _make_formatter(terminal, amount_width2)
description_width = (
screen_width - # content from left to right:
gutter - date_width - gutter - # (description goes here)
gutter - amount_width2 - gutter)
for tr in transaction_list:
lines = wrap(tr.description, description_width)
add(' {} {:<{}} {:>{}}'.format(
tr.date, lines[0], description_width,
f2(tr.amount), amount_width2))
for line in lines[1:]:
add(description_indent + line)
add('')
return output_lines
def test_cents_round_down(self):
assert cents('1.234') == Decimal('1.23')
def test_cents_round_down(self):
assert cents('1.234') == Decimal('1.23')
def test_cents_round_up(self):
assert cents('1.235') == Decimal('1.24')
from luca.forms.formlib import Form
from luca.kit import cents, zstr
title = u'Form 8949: Sales and Other Dispositions of Capital Assets'
versions = '2011', '2012'
zero = cents(0)
def defaults(form):
f = form
f.name = ''
f.ssn = ''
build_example_row = {
'2011': _build_example_row_2011,
'2012': _build_example_row_2012
}[form.form_version]
f.Part_I = Form()
f.Part_I.box = 'A'
f.Part_I.table = [
build_example_row(),
build_example_row(),
]
f.Part_II = Form()
f.Part_II.box = 'A'
f.Part_II.table = [
build_example_row(),
build_example_row(),
]
def run_yaml_file(terminal, path, statement_paths,
show_balances, show_data, show_transactions):
t = terminal
screen_width = int(os.environ.get('COLUMNS', '0')) or t.width or 80
with open(path) as yaml_file:
rule_tree = yaml.load(yaml_file, Loader=Loader)
try:
rule_tree_function = rules.compile_tree(rule_tree)
except rules.ParseError as e:
sys.stderr.write('ERROR: {}\n'.format(e))
sys.exit(1)
balances = []
transactions = []
for path in statement_paths:
if path.lower().endswith('.pdf'):
text = extract_text_from_pdf_file(path)
elif path.lower().endswith('.txt'):
with open(path) as text_file:
text = text_file.read().decode('utf-8')
else:
raise ValueError('no idea what to do with file {!r}'.format(path))
matching_importers = [importer for importer in importers
if importer.does_this_match(text)]
if len(matching_importers) == 0:
raise RuntimeError('cannot find an importer for file: {}'
.format(path))
elif len(matching_importers) > 1:
raise RuntimeError('found too many importers for file: {}'
.format(path))
importer = matching_importers[0]
new_balances, new_transactions = importer(text)
balances.extend(new_balances)
transactions.extend(new_transactions)
output_lines = []
add = output_lines.append
for line in verify_balances(balances, transactions, show_balances, t):
add(line)
new_splits = []
for tr in transactions:
tr.set_full_text()
category = rule_tree_function(tr)
if category is not None and category.startswith('Split '):
pieces = [piece.strip() for piece in category[6:].split(';')]
for piece in pieces[:-1]:
tr2 = copy(tr)
#tr2.category, amount_str = piece.split()
tr2.category, amount_str = piece.rsplit(None, 1)
if amount_str.endswith('%'):
percent = Decimal(amount_str[:-1])
tr2.amount = cents(tr.amount * percent / 100)
else:
tr2.amount = Decimal(amount_str.replace(',', ''))
new_splits.append(tr2)
tr.amount -= tr2.amount
category = pieces[-1]
tr.category = category
transactions.extend(new_splits)
transactions = [tr for tr in transactions if tr.category is not None]
if show_data:
sio = StringIO()
w = csv.writer(sio)
w.writerow(['date', 'amount', 'category', 'account', 'description'])
for t in transactions:
w.writerow([
t.date, t.amount, t.category, t.account, t.description,
])
return sio.getvalue().splitlines()
catdict = group_transactions_by_category(transactions)
sumdict = sum_categories(transactions)
categories = set(catdict) | set(sumdict)
max_amount = max(abs(v) for v in sumdict.values())
amount_width = len('{:,}'.format(max_amount)) + 1
date_width = 10
gutter = 1
category_indent = ' ' * (amount_width + 1)
description_indent = ' ' * (gutter + date_width + gutter)
f = _make_formatter(terminal, amount_width)
for category in sorted(categories, key=_category_key):
csum = sumdict[category]
depth = category.count('.')
if not show_transactions and depth:
name = category[category.rfind('.')+1:]
else:
name = category
if show_transactions:
name = t.bold(name)
add('{}{} {}'.format(category_indent * depth, f(csum), name))
if not show_transactions:
continue
transaction_list = catdict.get(category, None)
if not transaction_list:
continue
add('')
max_amount2 = max(abs(tr.amount) for tr in transaction_list)
amount_width2 = max(10, len('{:,}'.format(max_amount2)) + 1)
f2 = _make_formatter(terminal, amount_width2)
description_width = (
screen_width - # content from left to right:
gutter - date_width - gutter - # (description goes here)
gutter - amount_width2 - gutter)
for tr in transaction_list:
lines = wrap(tr.description, description_width)
add(' {} {:<{}} {:>{}}'.format(
tr.date, lines[0], description_width,
f2(tr.amount), amount_width2))
for line in lines[1:]:
add(description_indent + line)
add('')
return output_lines
