;bin: ft, tt reporting scripts (examples)
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Simon Michael
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161
bin/ft
Executable file
161
bin/ft
Executable file
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#!/usr/bin/env bash
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# * ft - financial scripts, see below
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# ** PREAMBLE
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# shellcheck shell=bash disable=SC2317
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# Customise as needed; consider keeping as a git checkout for merging updates.
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set -e
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rg="rg -IN --sort=path"
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date=$(if [ "$(builtin type -p gdate)" ]; then echo gdate; else echo date; fi)
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sed=$(if [ "$(builtin type -p gsed)" ]; then echo gsed; else echo sed; fi)
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help() { # show this help
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cat <<EOF
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--------------------------------------------------------------------------------"; }
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ft - finance tool: run financial reports and finance-related scripts
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Usage: ft [COMMAND [ARGS]]
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Commands:
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$($rg '^\w.*\(\) *\{ *#' "$0" | $sed -e 's/() *{//' | column -t -s'#')
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OTHERCMD [ARGS] run other hledger commands on the default journal
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Add hledger options to customise reports.
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EOF
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}
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# '(...|# \*\* [^#].*)' -or '$3 $1|$2'
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# The main hledger file to import to and report on. It should exist.
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JOURNAL="$LEDGER_FILE"
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#DIR=${FINDIR:-~/finance}
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DIR=$(dirname "$JOURNAL")
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cd "$DIR"
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PERIOD="1/1..tomorrow"
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TODAY=$($date +%Y-%m-%d)
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#TODAY=$(TZ=UTC $date +%Y-%m-%d)
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#YEAR=$($date +%Y)
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# ** IMPORT TXNS ------------------------------------------------------------
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# where to import most hledger transactions from
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IMPORTFILES=(\
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bank1-checking.csv.rules \
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bank1-savings.csv.rules \
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paypal.csv \
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)
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# hledger .rules files(/globs) used for IMPORTFILES
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IMPORTRULESFILES=$($sed -Ee 's/.csv /.csv.rules /g' <<< "${IMPORTFILES[*]}")
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IMPORTRULESFILES+=(common.rules unify.rules wf.rules wf*checking.rules wf*savings.rules)
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get-csv() { # download auto-downloadable CSVs (paypal)
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paypaljson | paypaljson2csv > paypal.csv
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}
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import-dry() { # import new downloaded transactions to the journal, dry run
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hledger -f "$JOURNAL" import "${IMPORTFILES[@]}" --dry-run
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}
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import() { # import new downloaded transactions to the journal, logging and not printing errors
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date >>import.log
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hledger -f "$JOURNAL" import "${IMPORTFILES[@]}" 2>>import.log || echo "Failed, check import.log"
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echo "Use ledger-mode's M-q to align entries."
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}
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# ** IMPORT PRICES ------------------------------------------------------------
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get-prices() { # [PRICEHISTFETCHOPTS] - download prices for main commodities (default: today's)
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(pricehist fetch -o ledger -s "$TODAY" alphavantage EUR/USD "$@" | $sed -E 's/EUR/€/') &
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(pricehist fetch -o ledger -s "$TODAY" alphavantage GBP/USD "$@" | $sed -E 's/GBP/£/') &
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(pricehist fetch -o ledger -s "$TODAY" alphavantage JPY/USD "$@" | $sed -E 's/JPY/¥/')
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# Parallelised for speed; do slowest last.
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# Output order varies, can be sorted with LC_COLLATE=C.UTF-8 sort or hledger -f- prices.
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}
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# ** REPORTS ------------------------------------------------------------
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# **** general ------------------------------------------------------------
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bs() { # show balance sheet
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hledger -f "$JOURNAL" bs --layout bare --pretty --drop 1 -p "$PERIOD" -E -5 "$@"
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}
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is() { # show income statement
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hledger -f "$JOURNAL" is --layout bare --pretty --drop 1 -p "$PERIOD" -S "$@"
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}
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a() { # show assets
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hledger -f "$JOURNAL" bal type:al -H --layout bare --pretty --drop 1 -p "$PERIOD" -E "$@"
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}
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r() { # show revenues
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hledger -f "$JOURNAL" bal type:r --layout bare --pretty --drop 1 -p "$PERIOD" -S --invert "$@"
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}
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x() { # show expenses
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hledger -f "$JOURNAL" bal type:x --layout bare --pretty --drop 1 -p "$PERIOD" -S --invert "$@"
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}
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ab() { # show assets bar chart
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echo "Quarterly net worth:"
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hledger-bar -v 200 -f "$JOURNAL" -Q type:al -H "$@"
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}
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rb() { # show revenues bar chart
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echo "Quarterly revenues:"
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hledger-bar -v 40 -f "$JOURNAL" -Q type:r --invert "$@"
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}
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xb() { # show expenses bar chart
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echo "Quarterly expenses:"
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hledger-bar -v 40 -f "$JOURNAL" -Q type:x --invert "$@"
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}
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# XXX with partial workaround for https://github.com/gooofy/drawilleplot/issues/4
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al() { # show assets line chart
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hledger -f "$JOURNAL" plot -- bal --depth=1 ^assets --historical --terminal --rcParams '{"figure.figsize":[8,3]}' --no-today -q --title "hledger assets" "$@" | $sed 's/⠀/ /g'
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}
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rl() { # show revenues line chart
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hledger -f "$JOURNAL" plot -- bal --depth=1 ^revenues --monthly --invert --terminal --rcParams '{"figure.figsize":[8,3]}' --drawstyle 'steps-mid' --no-today -q --title "hledger monthly revenues" "$@" | $sed 's/⠀/ /g'
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}
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xl() { # show expenses line chart
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hledger -f "$JOURNAL" plot -- bal --depth=1 ^expenses --monthly --terminal --rcParams '{"figure.figsize":[8,3]}' --drawstyle 'steps-mid' --no-today -q --title "hledger monthly expenses" "$@" | $sed 's/⠀/ /g'
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}
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forecast() { # print transactions predicted by forecast rules from last week on
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hledger print --auto --forecast=lastweek.. -I tag:_generated "$@"
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}
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household() { # show a draft month-end household adjustment transaction for last month
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env household "$($date -v-1m +%b)"
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}
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# **** tax ------------------------------------------------------------
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# estimated-tax:
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# @echo "Federal estimated tax due for this year"
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# $(HLEDGER) register liabilities:personal:tax:federal:$(YEAR) --width=130
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# @echo State estimated tax due for this year:
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# @$(HLEDGER) register liabilities:personal:tax:state:$(YEAR) --width=130
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# @echo
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# **** business ------------------------------------------------------------
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consulting() { # show consulting revenue
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hledger -f "$JOURNAL" reg --invert 'revenues:(client1|client2)' -p "$PERIOD" "$@"
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}
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# **** other ------------------------------------------------------------
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bin() { # [PAT] show all scripts in $DIR/bin/[bashrc] (default: ~/finance/)
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env bin "$@"
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}
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# ** END
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if [[ $# -eq 0 ]]; then help # no args shows help
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elif declare -f "$1" > /dev/null; then "$@"; # arg 1 selects a function above
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else hledger -f "$JOURNAL" "$@"; fi # or fall through to hledger
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exit
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180
bin/tt
Executable file
180
bin/tt
Executable file
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#!/usr/bin/env bash
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# * tt - time scripts, see below
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# ** PREAMBLE
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# Customise as needed; consider keeping as a git checkout for merging updates.
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# Uses hledger, bash, python, a few other unix tools.
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# wakelog is a script grepping system logs for sleep/wake events; provide it or comment it.
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## #!/usr/bin/env -S osh # -*- sh -*- # or osh - more powerful, less tool support
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## shopt -s -errexit strict:all 2>/dev/null || set -e
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# shellcheck shell=bash disable=SC2096 disable=SC2317
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set -e
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rg="rg -IN --sort=path"
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date=$(if [ "$(builtin type -p gdate)" ]; then echo gdate; else echo date; fi)
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sed=$(if [ "$(builtin type -p gsed)" ]; then echo gsed; else echo sed; fi)
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stat=$(if [ "$(builtin type -p gstat)" ]; then echo gstat; else echo stat; fi)
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help() { # show this help
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line
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cat <<EOF
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--------------------------------------------------------------------------------
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tt - time tool: run time reports and time-related scripts
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Usage: tt [COMMAND [ARGS]]
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Commands:
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$($rg '^\w.*\(\) *\{ *#' "$0" | $sed -e 's/() *{//' | column -t -s'#')
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OTHERCMD [ARGS] run other hledger commands on \$TIMELOG
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EOF
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}
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#DIR=${FINDIR:-~/finance}
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DIR=$(dirname "$TIMELOG")
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cd "$DIR"
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# The file where actual time data is logged, for dashboard's stats.
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# This might or might not be the top-level $TIMELOG file.
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#TIMELOGDATA=$TIMELOG
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YEAR=$($date +%Y)
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TIMELOGDATA="$DIR"/time-"$YEAR".timedot
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# ** REPORTS ------------------------------------------------------------
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# This redisplays only when a file listed by `hledger -f $TIMELOG files` is modified.
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# To force a per minute display as well, have $TIMELOG include a dummy file (.update)
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# and configure a cron job to touch that every minute.
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# (This is better than touching the timelog file itself, which confuses editors.)
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#
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dash() { # show time dashboard, redisplaying when timelog files change
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dir=$(dirname "$TIMELOG")
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cd "$dir"
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opts= #--poll=10 # <- uncomment to fix symlinked files being ignored
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# shellcheck disable=SC2086
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watchexec $opts --no-vcs-ignore --filter-file=<(hledger -f "$TIMELOG" files | sed -E "s|$dir/||g") -c -r tt status
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}
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# dash-1m() { # show time dashboard, redisplaying every minute with watch
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# watch -n60 -c tt status
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# }
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status() { # show current time status
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curtime=$($date +'%H:%M %Z, %a %b %-e %Y')
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modtime=$($date +'%H:%M %Z' -r "$TIMELOGDATA")
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modsecs=$($stat -c %Y "$TIMELOGDATA")
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nowsecs=$($date +%s)
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agesecs=$((nowsecs - modsecs))
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agemins=$(python3 -c "print($agesecs/60)")
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agehrs=$(python3 -c "print($agesecs/3600.0)")
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ageqtrhrs=$(python3 -c "print(round($agesecs/900.0))")
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agedots=$(dots "$ageqtrhrs")
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printf "Current time: %s\n" "$curtime"
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# for osh, whose printf doesn't support floating point yet: env runs the system printf
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env printf "Timelog saved: %s, %.0fm / %.1fh / %s ago\n" "$modtime" "$agemins" "$agehrs" "$agedots"
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# Show the current day/week/month budget status.
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printf "Time plans:\n"
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# cf budgets()
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# calculate each period's budget from daily budget
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hledger -f "$TIMELOG" bal -1 -p 'daily today' --budget=Daily | tail +2
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hledger -f "$TIMELOG" bal -1 -p 'weekly this week' --budget=Daily | tail +2
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hledger -f "$TIMELOG" bal -1 -p 'monthly this month' --budget=Daily | tail +2
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# or use each period's specific budget
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# hledger -f "$TIMELOG" bal -p 'daily today' --budget=Daily -1 | tail +2
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# hledger -f "$TIMELOG" bal -p 'weekly this week' --budget=Weekly -1 | tail +2
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# hledger -f "$TIMELOG" bal -p 'monthly this month' --budget=Monthly -1 | tail +2
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echo
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hledger -f "$TIMELOG" check -s tags ordereddates || true
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# this comes last because it's slow and variable length
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echo
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printf "Display activity:\n"
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wakelog today | tail -n 6
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}
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what() { # what happened ? Show largest balances first, today and depth 1 by default
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hledger -f "$TIMELOG" bal -S -1 -p today "$@"
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}
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dots() { # print line of N dots, grouped in 4s (suitable for timedot)
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n="$1"
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ndiv4=$((n/4))
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nmod4=$((n-n/4*4))
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sep=''
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while [[ $ndiv4 -gt 0 ]]; do ndiv4=$((ndiv4-1)); echo -n "$sep...."; sep=' '; done
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while [[ $nmod4 -gt 0 ]]; do nmod4=$((nmod4-1)); echo -n "$sep."; sep=''; done
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echo
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}
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#RFLAGS=-tMTA
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RFLAGS=-tM
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x() { # horizontal time summary this year, monthly by default
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hledger -f "$TIMELOG" bal -1 "$RFLAGS" "$@"
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}
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y() { # vertical time summary this year, monthly by default
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hledger -f "$TIMELOG" bal -1 "$RFLAGS" --transpose "$@"
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}
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rweeks() { # recent weeks' time budgets
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printf "\nPast weeks:\n"
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timeweekly past
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}
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weeks() { # this and last week's time budgets
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printf "\nLast week, this week:\n"
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timeweekly run
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}
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unused() { # unused & undeclared account names
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echo "Unused: (but declared)"
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hledger -f "$TIMELOG" acc --unused "$@" --directives | gsed -E 's/:(.)/.\1/g'
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echo
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echo "Undeclared: (but used)"
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hledger -f "$TIMELOG" acc --undeclared "$@" --directives | gsed -E 's/:(.)/.\1/g'
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}
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unusedcat() { # unused & undeclared account names by category
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for a in $(tt acc -1); do line; echo "$a":; tt unused "^$a"; echo; done; line
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}
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# Budget reports. cf status()
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budgets() { # show monthly time budget performance this year
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x --budget=daily -M -p jan..tomorrow "$@"
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}
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budgetsy() { # show monthly time budget performance this year, vertically
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# cf status()
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y --budget=daily -M -p jan..tomorrow "$@"
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}
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# dedicated commands needed to set proper week start date for simple headings:
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budgetsw() { # show weekly time budget performance this year
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# cf status()
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y --budget=daily -W -p 3/27..tomorrow "$@"
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}
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budgetswx() { # show weekly time budget performance this year, horizontally
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# cf status()
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x --budget=daily -W -p 3/27..tomorrow "$@"
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}
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addacc() { # add declarations for all undeclared accounts
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# shellcheck disable=SC2094
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hledger -f "$TIMELOG" accounts --undeclared --directives | sed 's/:/./g' >>"$TIMELOG"
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}
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hours() { # show a bar chart of daily hours
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hledger-bar -v 1 -f "$TIMELOG" -D "$@"
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}
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# ** END
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if [[ $# -eq 0 ]]; then help # no args shows help
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elif declare -f "$1" > /dev/null; then "$@"; # arg 1 selects a function above
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else hledger -f "$TIMELOG" "$@"; fi # or fall through to hledger
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exit
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