966 lines
		
	
	
		
			32 KiB
		
	
	
	
		
			Plaintext
		
	
	
	
	
	
			
		
		
	
	
			966 lines
		
	
	
		
			32 KiB
		
	
	
	
		
			Plaintext
		
	
	
	
	
	
| hledger project notes
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| =====================
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| 
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| * inspiration
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| "...simplicity of design was the most essential, guiding principle.
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| Clarity of concepts, economy of features, efficiency and reliability of
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| implementations were its consequences." --Niklaus Wirth
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| 
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| "The competent programmer is fully aware of the limited size of his own
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| skull. He therefore approaches his task with full humility, and avoids
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| clever tricks like the plague." --Edsger Dijkstra
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| 
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| "I was hesitating to cross the street in Edinburgh one day, and these two
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| little old Scottish ladies cried out to me 'LIVE DANGEROUSLY, SON! LIVE
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| DANGEROUSLY'" --kowey
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| 
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| 
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| * principles
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| *** we aim to make reliable, maintainable, usable, useful software, sustainably.
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| *** docs before packaging before tests before fixes before refactoring before features
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| *** "bugs" are errors, as in the programmers messed up
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| *** automate
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| *** measure
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| *** test continuously, test everything
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| *** less is more
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| *** code review/pair programming
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| 
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| 
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| * todo/backlog
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| ** documentation, marketing
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| *** developer notes & log
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| *** website
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| **** add tables of contents
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| **** integrate binaries, demo, pastebin
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| *** manual
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| **** make accessible from command line
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| *** add missing
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| **** faq
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| **** examples/how-tos
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| **** hledger/ledger comparison/feature matrix
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| **** blog posts
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| *** reduce
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| *** aesthetics
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| **** better screenshots/images
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| ***** use highslide
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| *** automation
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| **** keep blurbs in sync
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| ***** README file
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| ***** hledger.hs module description
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| ***** hledger.cabal description field (exclude home page link)
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| ***** home page description (http://joyful.com/Hledger/editform)
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| ***** mail list description (http://groups.google.com/groups/hledger -> edit welcome msg)
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| ***** gmane description
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| ***** darcsweb description
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| **** keep Options.hs and README option list in sync
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| **** discovering commands for --help
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| **** announcements
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| *** liveness
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| **** show feeds on site ?
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| ***** commits (darcsweb)
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| **** weekly repo activity summary on list
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| **** available feeds
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| *** screencasts
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| **** intro
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| ***** intro to hledger
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| ****** place in the world
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| ****** basic installation
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| ****** quick demo
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| ****** where to go from here
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| ***** installing hledger on windows
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| ***** installing hledger on mac
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| ***** installing hledger on unix
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| ***** accessing hledger's support forums
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| ****** website
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| ****** mail list
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| ****** irc channel
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| ***** reporting a hledger bug
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| **** using
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| ***** income/expense tracking
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| ***** time tracking
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| ***** downloading bank data
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| ***** reconciling with bank statement
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| ***** see time reports by day/week/month/project
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| ***** get accurate numbers for client billing and tax returns
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| ***** find unpaid invoices
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| **** developing
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| ***** intro to hledger development
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| ***** testing hleder
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| ***** documenting hledger
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| ***** a hledger coding example
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| ***** a tour of hledger's code
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| **** ledger cooperation
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| *** developer docs
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| **** developer notes & log
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| **** roadmap
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| ***** 1.0
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| culmination of 0.x releases - stable/usable/documented
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| followup releases are 1.01, 1.02..
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| GHC 6.12/HP 2010 primary platform
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| GHC 6.10/HP 2009 also supported if possible
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| GHC 6.8 might work for core features, but not officially supported
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| separate ledger package ? license ?
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| separate vty, web packages ?
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| support plugins ?
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| web: loli+hsp+hack+simpleserver/happstack, or yesod+hstringtemplate+wai+simpleserver/happstack ?
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| add: completion ?
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| chart: register charts ?
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| histogram: cleaned up/removed
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| complete user manual
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| binaries for all platforms ?
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| 
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| ***** 2.0
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| development releases are.. 1.60, 1.61.. or 1.98.01, 1.98.02..
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| separate ledger lib
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| plugins
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| Decimal
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| binaries for all platforms
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| 
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| **** internal api docs
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| **** external api docs
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| **** DEVGUIDE
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| ***** How to do anything that needs doing in the hledger project.
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| ****** website & documentation
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| ******* overview of hledger docs
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| ******* how the site is built
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| ******* convenience urls
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| list.hledger.org - mail list
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| bugs.hledger.org - issue tracker
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| bugs.hledger.org/1 - go to specific issue
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| bugs.hledger.org/new - create a new issue
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| hledger.org/{list,bugs}/* also works
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| 
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| ****** issue tracking
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| ****** testing
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| ****** coding
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| ****** funding process
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| ***** reference
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| ****** unsafe things which may fail at runtime include..
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| ******* incomplete pattern matching
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| ******* error
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| ******* printf
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| ******* read
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| **** functional programming
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| hledger is written in the Haskell programming language;
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| it demonstrates a pure functional implementation of ledger.
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| *** presenting/live demos
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| *** develop funding process
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| **** license change ?
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| **** donate button, see chimoo guy
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| **** funding document 2009/01
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| ***** text
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| =======
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| funding
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| =======
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| 
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| vision
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| ======
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| 
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|      How to grow the hledger project ?
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| 
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|      I'm looking for ways to fund active and sustainable hledger
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|      development by me and others.
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| 
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|      A secondary goal is to develop new sustainable models and processes
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|      for funding free software developers and other community projects.
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| 
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|      This is sometimes the point in a free sw project's development where
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|      the project leader seemingly loses the plot, alienates contributors
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|      and destroys the community's good-will dynamic.  I've seen it many
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|      times, but a few have succeeded and I want to be one of them - so
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|      that I can eat, have a modicum of stability and do my best work in
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|      service to the community.  At worst, I'll look bad but the project
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|      will still be out there. At best I'll live more easily and joyfully
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|      while serving the cause of Financial Solvency!
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| 
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|      So I'm beginning by posting these notes and inviting your thoughts -
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|      as much or as little as folks want to give. How could we do this 
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|      so that all benefit ?
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|      
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| funding models
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| ==============
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|      Brainstorming some possible funding models & processes.
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| 
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|      * grants
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| 
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|       How to find possible grant sources ?
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| 
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|       * con
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| 
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|        * getting grant funding is a whole new field to study
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|        * slow and time intensive, I imagine
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| 
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|      * donations
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| 
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|       Solicit donations.
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| 
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|       * pro
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| 
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|        * simple
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| 
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|       * con
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| 
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|        * often difficult
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|        * donators do not feel a direct benefit
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| 
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|      * shareware
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| 
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|       Release the project under a non-free license, requiring commercial
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|       users to pay the fee on an honour basis (eg).
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| 
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|       * pro
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| 
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|        * flexible, low administration, encourages trust
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| 
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|       * con
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| 
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|        * effectively closed-source ? would inhibit collaboration
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|        * benefit is still indirect, only a proportion will pay
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|        * enforcement/guilt may come into play
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| 
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|      * limited-time premium branch
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| 
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|       The funded version of hledger gets some desirable premium features
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|       before the free version and is closed-source.  Funders/customers pay
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|       a fixed price for immediate access to the funded version.  Yearly, a
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|       new funded version is released and the old funded version is merged
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|       into the free version.  (To gain experience it could be done on a
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|       smaller scale, eg monthly/quarterly.)
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| 
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|       * pro
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| 
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|        * all features reach community, predictably
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|        * customers are also community funders
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|        * customers receive direct benefit from paying
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| 
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|       * con
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| 
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|        * free sw developers compete/outshine the premium branch
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| 
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|      * bounties
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| 
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|       Some (or all) feature, bugfix, project management or other tasks are
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|       published with a bounty attached.  When the bounty is paid by one or
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|       more funders, the task is performed and delivered. Or, bounty is paid
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|       on completion of task (honour system).
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| 
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|       * pro
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| 
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|        * funders receive direct benefit
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| 
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|      * bounties using fundable.org (eg)
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| 
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|       A more organised form of the above, perhaps facilitating trust,
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|       co-funding and larger bounties.
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| 
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|       * pro
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| 
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|        * proven process developed by others
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| 
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|       * con
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| 
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|        * fundable takes a cut
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| 
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|      * hosted service
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| 
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|       Offer hosted and managed ledgers, perhaps with premium features, for
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|       a monthly fee
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| 
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|       * pro
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| 
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|        * proven model
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|        * clear benefit to customers, especially non-technies
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| 
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|       * con
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|  
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|        * success of free/self-installed version competes with hosting service
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|        * some will avoid web-hosting their financial data
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| 
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|      * customisation
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| 
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|       Offer per-user customisations, possibly to be merged in the trunk,
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|       for a fee
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| 
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|      * support
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| 
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|       Offer user/developer support for a fee
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| 
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|      * training
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| 
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|       Offer application and/or financial training for a fee
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| 
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|      * profit sharing/tithing
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| 
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|       Each period (quarter, half-year, year), donate 10% (eg) to project
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|       contributors and/or supporting projects
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| 
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|      * transparent funding
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| 
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|       Funding and usage of funds is published on the web as a ledger
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| 
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|      * opaque funding
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| 
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|       All funding and spending need not be made public
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| 
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| strengths
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| =========
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|      hledger has some aptitudes in this area:
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| 
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|     * hledger deals with money => hledger users will tend to have some money
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|     * hledger's purpose is to increase financial success => users will feel its value to their bottom line
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|     * hledger is a tool that can support project funding, eg by publishing community funding data
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| 
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| weaknesses
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| ==========
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|     * hledger doesn't have a nice ui yet
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|     * hledger has a limited featureset
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|     * hledger requires work, eg data entry and chart of accounts maintenance
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|     * hledger is geeky
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|     * there is competition
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|     * hledger has no compelling market niche (aside from payment-averse free software users)
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| 
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| competitors/fellow niche inhabitants
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| ====================================
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| 
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|     * web apps
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| 
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|      * netsuite
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|      * sql-ledger, ledgersmb
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|      * wesabe
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|      * ...
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| 
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|     * desktop apps
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| 
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|      * quickbooks
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|      * quicken
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|      * ms money
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|      * grisbi
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|      * gnucash
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|      * excel
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|      * ledger!
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|      * ...
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| 
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| ***** responses
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| ****** albino
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|        have you considered talking to business who hate their financial sw and going from there
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| ****** gwern
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|        most haskellers have never heard of hledger, sounds arrogant or hubristic to talk of charging for it
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| 
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| **** home edition
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| **** real-time project ledger
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| ** packaging, installability
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| *** linux
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| ***** debian/ubuntu packaging
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| *** mac
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| ***** easy installer
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| ***** easy startup
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| *** windows
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| ***** easy installer
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| ***** easy startup
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| ** testing
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| *** documentation
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| **** site up, current ?
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| **** demo up, current ?
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| **** haddock building, current ?
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| **** doctests ?
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| *** unit
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| **** hunit
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| **** quickcheck
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| **** easier unit test development
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| *** functional
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| **** ledger file parsing tests
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| ***** test all ledger file format features
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| ***** clarify hledgerisms in file format - that hledger can read but ledger can't
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| **** ledger 3 baseline tests
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| *** performance
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| **** speed, benchmark tests
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| **** memory usage
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| *** build & packaging
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| **** use -Wall and anything else useful
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| **** build with multiple ghc versions
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| **** cabal test
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| **** hackage upload
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| **** cabal install with:
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| ***** ghc 6.8
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| ***** ghc 6.10.x
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| ***** windows
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| ***** linux
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| ***** macos
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| ***** no flags
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| ***** happs flag
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| ***** vty flag
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| *** field
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| **** talkback, auto bug reports
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| **** usability
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| **** download & usage stats
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| ** errors
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| *** balance: --depth with --flat should show aggregate balances
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| *** register: intervals with unspecified from should start from first txn not first matched txn ?
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| *** convert: rules file can't have blank lines after last data
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| *** parsing: period expressions should allow interval at the end
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| *** parsing: canonicalise account names to be case-insensitive
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| *** parsing: only journals can include, and only another journal
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| *** parsing: misleading error when journal lacks a final newline
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| hledger -f- balance
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| <<<
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| 2010/1/2
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|   a  1
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|   b
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| *** parsing: better leap year checking
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| ledger:
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| While parsing file "/Users/simon/personal/2010.ledger", line 442:
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| While parsing transaction:
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| > 2/27=2/29 (20100201ucla) ucla payment
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| Error: Day of month is not valid for year
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| 
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| *** web: doesn't support multiple filter patterns
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| *** web: accounts final balance can be -0, colored red
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| *** web: post handlers should preserve a p
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| *** web: --base-url trailing slash gives redirect loop
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| hledger web --port 5001 --base-url http://localhost:5001/ -f ~/personal/household.journal
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| *** web: assets.bank.checking indentation in demo journal
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| *** web: loses -B after an edit, and/or a filesystem edit
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| *** docs: need to be less wall-of-text
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| *** docs:installing:describe three install options in one place
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| *** LEDGER vs LEDGER_FILE
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| *** clarify data modifying story
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| **** auto-create of empty files annoying ?
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| **** data-modifying commands: add, web->add/edit
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| ** refactoring, cleanup
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| *** more modularity
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| **** packages/namespace
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| ***** more package splits ?
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| ****** hledger-web
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| ****** hledger-vty
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| **** plugin strategy
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| **** export lists
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| **** graph and reduce dependencies
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| *** clarify levels of abstraction
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| **** web ui balance sheet view - data model, view layout
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| **** hledger web framework - define routes, handlers/views/actions/controllers/presenters, skins/styles..
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| **** happstack - ? happstack api..
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| **** hledger app platform - hledger.hs, Options, Utils, withLedgerDo..
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| **** hledger lib - Ledger, TimeLog, Account, Transaction, Commodity..
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| **** hledger dev platform - make build, ci, test, bench, prof, check, release..
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| **** general libs - directory, parsec, regex-*, HUnit, time..
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| **** cabal - hledger.cabal, hackage..
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| **** ghc - ghc 6.8, 6.10..
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| **** haskell 98
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| **** unix/windows/mac platform
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| *** inspiration
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| http://community.haskell.org/~ndm/downloads/paper-hoogle_overview-19_nov_2008.pdf -> Design Guidelines
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| ** features
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| *** register --wide and/or --format ...
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| *** --related
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| *** Double -> Decimal
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| *** parsing: safety check that effective date > actual (to catch eg 2009/12/30=1/4)
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| *** parsing: support @@
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| *** parsing: support D
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| *** parsing: accept all real-world ledger files
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| As far as I know it currently accepts all ledger 2.6-era files.
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| Add support for ledger 3 file format as/when that stabilises.
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| It would be nice to optionally report/upload parse errors when they happen.
 | |
| *** talkback feature
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| gather data on real-world installation & usage issues
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| simplify bug reporting/handling
 | |
| improve reliability
 | |
| *** upload feature
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| *** payee & account anonymisation
 | |
| *** easier timelog formats
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| *** add: completion etc.
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| *** convert: generalise/reuse add's history awareness
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| *** web: charts (Chart or google)
 | |
| *** wide/customisable/consistent layout
 | |
| *** effective/actual dates for postings
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| *** better web ui/gui
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| *** nice reports with charts
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| *** more automated bank data conversion
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| *** parse more file formats - gnucash, qif, ofx, csv..
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| *** download via ofx protocol
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| *** watching a changing ledger
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| *** more date syntax ? last nov, next friday, optional this, week of
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| *** more period syntax ? every N days, biweekly
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| *** accept multiple -f files
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| *** more reliable tidy layout from print
 | |
| *** i18n
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| *** speed, memory usage
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| *** clear, documented interfaces/surfaces
 | |
| *** plugin architecture/modular packaging
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| **** goals
 | |
| ***** allow separately-packaged functionality to be discovered at run-time and integrated within the hledger ui.
 | |
| Example: user installs hledger-ofx package from hackage, or adds Ofx.hs to their ~/.hledger/plugins/;
 | |
| then "ofx" is among the commands listed by hledger --help, and/or is a new command available in
 | |
| the web and vty interfaces, and/or is a new file format understood by the convert command.
 | |
| **** issues to consider
 | |
| ***** what is the api for plugins ?
 | |
| they'll want to import Ledger lib, to work with ledger data structures
 | |
| 
 | |
| ***** there are different kinds of "plugin". What could plugins provide ?
 | |
| ****** commands - for all uis, or for one or more of them (cli, web, vty..). A command may itself be a new ui.
 | |
| ****** import/export formats
 | |
| ****** skins/styles/templates for uis, eg the web ui ?
 | |
| **** techniques to consider
 | |
| ***** running executables provided by plugins
 | |
| a cli command plugin: cli execs the executable with same arguments
 | |
| a web command plugin: web ui runs the executable as a subprocess and captures the output
 | |
| ***** linking plugins into main app with direct-plugins
 | |
| simplification of plugins lib
 | |
| main app needs to know the types used in plugin's interface
 | |
| weakens type safety, avoiding runtime errors requires extra care
 | |
| requires whole-program linking at plugin load time
 | |
| plugins can be discovered by querying ghc for installed packages or modules in a known part of the hierarchy
 | |
| maintained and keen to help
 | |
| ***** linking plugins into main app with plugins (original)
 | |
| more complex than above
 | |
| more type-safe/featureful ?
 | |
| ***** doing whatever xmonad does with dyre
 | |
| ***** interpreting plugins under control of main app with hint
 | |
| ghci in an IO-like monad
 | |
| types need converting, etc.
 | |
| plugins may run more slowly
 | |
| plugins can be discovered/loaded by module path or by loading files directly
 | |
| 
 | |
| 
 | |
| * misc
 | |
| ** things I want to know
 | |
| *** time
 | |
| where have I been spending my time in recent weeks ?
 | |
| where have I spent my time today ?
 | |
| what is my status wrt spending plan for this week/month/year ?
 | |
| what is my current status wrt time spending goals ?
 | |
| *** money
 | |
| where have I been spending my money ?
 | |
| what is my status wrt spending plan for this week/month/year ?
 | |
| what is my current status wrt spending/savings goals ?
 | |
| what are all my current balances ?
 | |
| what does my balance history look like ?
 | |
| what does my balance future look like ?
 | |
| are there any cashflow, tax, budgetary problems looming ?
 | |
| *** charts
 | |
| [1:27pm] <sm> I have decided I am not getting enough visible day-to-day value out of my ledger, I need more of that to stay motivated
 | |
| [1:27pm] <Nafai> What do you think will help in that?
 | |
| [1:27pm] <sm> I think some simple self-updating charts, or even good reports in a visible place
 | |
| [1:28pm] <sm> something I don't have to spend an hour fiddling with to get answers
 | |
| [1:38pm] <sm> Nafai: identifying/designing some useful reports/charts seems to be blocking me
 | |
| [1:39pm] <sm> there are probably some standard ones I should use
 | |
| [1:40pm] <sm> a graph of daily net worth is probably one of the simplest
 | |
| [1:58pm] <sm> what else.. a chart of weekly expenses in key categories
 | |
| [1:58pm] <sm> ditto, monthly
 | |
| [1:58pm] <sm> a chart of monthly income
 | |
| [1:59pm] <sm> those three should help me be more clear about cashflow status
 | |
| [2:00pm] <sm> also I'd like something that shows me how much I am on top of financial tracking - how current my numbers are, when last reconciled etc - at a glance
 | |
| [2:01pm] <sm> another simple one: current balances in all accounts
 | |
| [2:01pm] <sm> those would be a great start
 | |
| [2:04pm] <sm> daily net worth, weekly expense, monthly expense, monthly income, confidence/currentness report, and balance report
 | |
| [2:05pm] <sm> let's see, which of those 6 would give most payoff right now
 | |
| [2:05pm] <sm> probably 5
 | |
| [2:06pm] <sm> how could I measure that ?
 | |
| [2:06pm] <sm> number of days since last ledger entry..
 | |
| [2:06pm] <sm> number of ledger entries in last 30 days (compared to average)
 | |
| [2:07pm] <sm> number of days since last cleared checking entry (indicating an online reconcile)
 | |
| [2:08pm] <sm> those would be a good start. How do I make those visual
 | |
| [2:09pm] <sm> well I guess the first step is a script to print them
 | |
| 
 | |
| ** data representation
 | |
| *** http://www.python.org/dev/peps/pep-0327/
 | |
| *** http://www.n-heptane.com/nhlab/repos/Decimal/
 | |
| *** http://www.n-heptane.com/nhlab/repos/Decimal/Money.hs
 | |
| *** http://www2.hursley.ibm.com/decimal/
 | |
| ** docs
 | |
| *** http://en.wikibooks.org/wiki/Accounting
 | |
| *** http://books.google.com/books?id=4V8pZmpwmBYC&lpg=PP1&dq=analysis%20patterns&pg=PA95#v=onepage&q&f=false
 | |
| *** lwn grumpy editor articles
 | |
| **** http://lwn.net/Articles/149383/
 | |
| **** http://lwn.net/Articles/153043/
 | |
| **** http://lwn.net/Articles/233627/
 | |
| **** http://lwn.net/Articles/314577/
 | |
| **** http://lwn.net/Articles/387967/ (free after 5/27)
 | |
| *** hledger ghci examples
 | |
| This is the main object you'll deal with as a user of the Ledger
 | |
| library. 
 | |
| 
 | |
| The most useful functions also have shorter, lower-case aliases for easier
 | |
| interaction. Here's an example:
 | |
| 
 | |
| > > import Hledger.Data
 | |
| > > j <- readJournal "sample.ledger"
 | |
| > > let l = journalToLedger nullfilterspec j
 | |
| > > accountnames l
 | |
| > ["assets","assets:bank","assets:bank:checking","assets:bank:saving",...
 | |
| > > accounts l
 | |
| > [Account assets with 0 txns and $-1 balance,Account assets:bank with...
 | |
| > > topaccounts l
 | |
| > [Account assets with 0 txns and $-1 balance,Account expenses with...
 | |
| > > account l "assets"
 | |
| > Account assets with 0 txns and $-1 balance
 | |
| > > accountsmatching ["ch"] l
 | |
| > accountsmatching ["ch"] l
 | |
| > [Account assets:bank:checking with 4 txns and $0 balance]
 | |
| > > subaccounts l (account l "assets")
 | |
| > subaccounts l (account l "assets")
 | |
| > [Account assets:bank with 0 txns and $1 balance,Account assets:cash...
 | |
| > > head $ transactions l
 | |
| > 2008/01/01 income assets:bank:checking $1 RegularPosting
 | |
| > > accounttree 2 l
 | |
| > Node {rootLabel = Account top with 0 txns and 0 balance, subForest = [...
 | |
| > > accounttreeat l (account l "assets")
 | |
| > Just (Node {rootLabel = Account assets with 0 txns and $-1 balance, ...
 | |
| > > datespan l -- disabled
 | |
| > DateSpan (Just 2008-01-01) (Just 2009-01-01)
 | |
| > > rawdatespan l
 | |
| > DateSpan (Just 2008-01-01) (Just 2009-01-01)
 | |
| > > ledgeramounts l
 | |
| > [$1,$-1,$1,$-1,$1,$-1,$1,$1,$-2,$1,$-1]
 | |
| > > commodities l
 | |
| > [Commodity {symbol = "$", side = L, spaced = False, comma = False, ...
 | |
| 
 | |
| *** ledger budgeting/forecasting
 | |
| seanh:
 | |
| 
 | |
| With `--budget` you can compare your budgeted transactions to your
 | |
| actual transactions and see whether you are under or over your budget.
 | |
| 
 | |
| The way it works is this: say you have a budget entry that moves £50
 | |
| from Assets into Expenses:Cash every week:
 | |
| 
 | |
|     ~ Weekly
 | |
|       Expenses:Cash  £50
 | |
|       Assets
 | |
| 
 | |
| When you run register or balance with `--budget` ledger will insert
 | |
| reverse transactions that move £50 _from_ Expenses:Cash _into_ Assets
 | |
| every week. These are called budget entries. The idea is that your real
 | |
| transactions that move money from Assets into Expenses will offset the
 | |
| inserted budget entries that move money the other way. The budget
 | |
| entries and the real transactions should sum to zero, if they don't then
 | |
| it shows how much you have overspent or underspent.
 | |
| 
 | |
| For example:
 | |
| 
 | |
|     ledger --budget balance '^expenses'
 | |
| 
 | |
| balances your budgeted expenses against your actual expenses on those
 | |
| budgeted accounts (sub-accounts of expenses that do not appear in the
 | |
| budget are ignored in this calculation). The sum of the budget entries
 | |
| (which move money out of expenses accounts) and your real transactions
 | |
| (which move money into expenses accounts) should be 0. If the sum is
 | |
| positive then it shows how much you've overspent, if it's negative then
 | |
| it shows how much you've underspent.
 | |
| 
 | |
| You can do the same with register and get a print out of each
 | |
| transaction (budget entries and real transactions) with a running total:
 | |
| 
 | |
|     ledger --budget register '^expenses'
 | |
| 
 | |
| And you can produce weekly, monthly or yearly budget reports:
 | |
| 
 | |
|    ledger --budget --weekly register '^expenses'
 | |
|    ledger --budget --monthly register '^expenses'
 | |
|    ledger --budget --yearly register '^expenses'
 | |
| 
 | |
| These will only output reports for each week, month or year that has
 | |
| passed (your ledger file contains transactions dated later than that
 | |
| week, month, or year). You can see how well you did last week (or month,
 | |
| or year) but you can't see how well you're doing so far this week
 | |
| (month, year).
 | |
| 
 | |
| The `--unbudgeted` argument will show (and sum) all your expenses for
 | |
| accounts that are _not_ budgeted, and the `--add-budget` argument will
 | |
| consider all your expenses budgeted or not with the budget entries
 | |
| added in.
 | |
| 
 | |
| With `--forecast` you can project your budget into the future to see,
 | |
| for example, when some account will reach 0. For example, to predict
 | |
| your net worth:
 | |
| 
 | |
|     ledger --forecast 'd<[2012]' register '^assets' '^liabilities'
 | |
| 
 | |
| Or to see how your expenses will add up:
 | |
| 
 | |
|     ledger --forecast 'd<[2012]' register '^expenses'
 | |
| 
 | |
| ** software
 | |
| *** http://gnucash.org
 | |
| *** http://www.xtuple.com/postbooks
 | |
| *** http://weberp.org
 | |
| **** http://www.weberp.org/weberp/doc/Manual/ManualContents.php
 | |
| ** selinger article on currency & capital gains accounting
 | |
| http://www.mscs.dal.ca/~selinger/accounting/tutorial.html#1.2
 | |
| ** hledger feedback
 | |
| *** fabrice niessen
 | |
| +For me, what would be very useful for a 1.0 version would be:
 | |
| +
 | |
| +- @check directive (see beancount), but implemented as a comment for ledger,
 | |
| +  so that ledger does not get confused by this, and that you can implement
 | |
| +  more features without breaking backward compatibility;
 | |
| +
 | |
| +- account declaration (see beancount), in ledger comments. Giving an account
 | |
| +  number would (or could) help for the reporting stuff, for knowing which
 | |
| +  value to get to read, for inserting in a given report;
 | |
| +
 | |
| +- some built-in ratios for being able to see the health of the finances (see
 | |
| +  my Excel file, if you're interested);
 | |
| +
 | |
| +- easier standard outputs, such as the one above (with expenses and income in
 | |
| +  2 columns).
 | |
| +
 | |
| +- real report generation (I thought at LaTeX as in SQL Ledger, but I am now
 | |
| +  heading and producing reports through Org, which is 1000x better). Results
 | |
| +  soon.
 | |
| +
 | |
| 
 | |
| ** hamlet feedback
 | |
| *** thread data through nested templates with Reader monad
 | |
| *** HDString constructor for HamletData ?
 | |
| *** data type for non-RT Hamlet as well, or better, the same type for both
 | |
| *** allow (RT or non-RT) templates in $ $ as well, drop ^ ^
 | |
| *** allow literal arguments in references
 | |
| *** easier verbatim content quoting, eg lines starting with \\. Having to escape $$ is not so convenient for jquery
 | |
| *** docs and compiler errors should say something clearer than "Hamlet url" (Hamlet routetype, urltype, routet, urlt ?)
 | |
| 
 | |
| 
 | |
| *** 2010/8
 | |
| **** $ $ could handle templates as well; drop ^ ^
 | |
| **** @ @ could recognise tuples automatically; drop ?
 | |
| **** why !: : for conditional attributes ? How about !? ?
 | |
| 
 | |
| ** code snippets
 | |
| 
 | |
| Name:                test
 | |
| Version:             0.1
 | |
| Synopsis:            test package for linking against internal libraries
 | |
| Author:              Stefan Wehr
 | |
| Build-type:          Simple
 | |
| Cabal-version:       >=1.8 -- IMPORTANT
 | |
| 
 | |
| Library
 | |
|   Hs-source-dirs: lib -- IMPORTANT
 | |
|   Exposed-modules: A
 | |
|   Build-Depends: base >= 4
 | |
| 
 | |
| Executable test-exe
 | |
|   Build-depends: base >= 4, test, -- link against the internal library
 | |
|   Main-is: Main.hs -- imports A
 | |
|   Hs-source-dirs: prog  -- IMPORTANT
 | |
| 
 | |
| 
 | |
| -- trace a MixedAmount
 | |
| matrace :: MixedAmount -> MixedAmount
 | |
| matrace a@(Mixed as) = trace (show as) a
 | |
| 
 | |
| -- normalise and trace a MixedAmount
 | |
| nmatrace :: MixedAmount -> MixedAmount
 | |
| nmatrace a = trace (show as) a where (Mixed as) = normaliseMixedAmount a
 | |
| 
 | |
| -- cabal test
 | |
| import System.FilePath
 | |
| main = defaultMainWithHooks $ simpleUserHooks { runTests = runTests' }
 | |
| runTests' :: Args -> Bool -> PackageDescription -> LocalBuildInfo -> IO ()
 | |
| runTests' _ _ _ lbi = system testprog >> return ()
 | |
|   where testprog = (buildDir lbi) </> "hledger" </> "hledger test"
 | |
| 
 | |
| -- queryStringFromAP a p = if null ap then "" else "?" ++ ap
 | |
| --     where
 | |
| --       ap = intercalate "&" [a',p']
 | |
| --       a' = if null a then "" else printf "&a=%s" a
 | |
| --       p' = if null p then "" else printf "&p=%s" p
 | |
| 
 | |
| -- toggleScriptFor name = [$hamlet|
 | |
| -- <script type="text/javascript">
 | |
| -- function $name$Toggle() {
 | |
| --  e = document.getElementById('$name$');
 | |
| --  link = document.getElementById('$name$link');
 | |
| --  if (e.style.display == 'none') {
 | |
| --   link.style['font-weight'] = 'bold';
 | |
| --   e.style.display = 'block';
 | |
| --  } else {
 | |
| --   link.style['font-weight'] = 'normal';
 | |
| --   e.style.display = 'none';
 | |
| --  }
 | |
| --  return false;
 | |
| -- }
 | |
| -- </script>
 | |
| -- |]
 | |
| 
 | |
| -- group register report items by transaction
 | |
|    groupeditems [] = []
 | |
|    groupeditems items = is:(groupeditems js)
 | |
|        where (is,js) = span (\(ds,_,_) -> isNothing ds) items
 | |
|    
 | |
| 
 | |
| /* html, body {height: 100%}   */
 | |
| /* #content {min-height: 100%} */
 | |
| /* #editform textarea          { height:100%; } */
 | |
| 
 | |
| /* input:focus { background-color: #efe; }  */
 | |
| 
 | |
| /* a.tooltip {position: relative}   */
 | |
| /* a.tooltip span {display:none; padding:5px; width:200px;}   */
 | |
| /* a:hover {background:#fff;} /\*background-color is a must for IE6*\/   */
 | |
| /* a.tooltip:hover span{display:inline;  position:absolute;}   */
 | |
| 
 | |
| /* div#page {width: 960px; margin: 0 auto}   */
 | |
| 
 | |
| /* div#container {height: 35px; line-height: 35px}   */
 | |
| 
 | |
| /* div#content {position: absolute; top: 50%; height: 500px; margin-top: -250px} */
 | |
| 
 | |
| /* div#content {position: absolute; top: 50%; left:50%; width:800px; height: 500px; margin-left: -400px;  margin-top: -250px}   */
 | |
| 
 | |
| /* div#button {background: #888; border: 1px solid; border-color: #999 #777 #777 #999 }   */
 | |
| 
 | |
| /* .element {border-radius: 5px} */
 | |
| 
 | |
| ; prototype "equalising" transactions
 | |
| ;
 | |
| ; generate a transfer between alice & bob equalising their contribution to rent's 5/1 balance
 | |
| ; A 2010/5/1 expenses:rent
 | |
| ;     alice     50%
 | |
| ;     bob       50%
 | |
| 
 | |
| ; generate a transfer between alice & bob such that alice's contribution to car payment's 5/1 balance is $100
 | |
| ; A 2010/5/1 expenses:car:payment
 | |
| ;     alice     $100
 | |
| ;     bob
 | |
| 
 | |
| ; A 2010/5/1 expenses:car not:expenses:car:payment
 | |
| ;     alice     50%
 | |
| ;     bob
 | |
| 
 | |
| ; A 2010/5/1 expenses:food
 | |
| ;     alice
 | |
| ;     bob
 | |
| 
 | |
| ; A 2010/5/1 expenses:home
 | |
| ;     alice
 | |
| ;     bob
 | |
| 
 | |
| ; A 2010/5/1 expenses:utilities
 | |
| ;     alice
 | |
| ;     bob
 | |
| 
 | |
| 
 | |
| maybeFileInput :: String -> FormInput sub master (Maybe FileInfo)
 | |
| maybeFileInput name = GForm $ \_ env -> do
 | |
|     let res = FormSuccess $ lookup name env
 | |
|     return (res, [addBody [$hamlet|
 | |
| %input!type=file!name=$name$
 | |
| |]], Multipart)
 | |
| 
 | |
| -- handler for add form auto-complete requests
 | |
| -- <?php
 | |
| --   	header("Content-type:text/xml");
 | |
| -- 	ini_set('max_execution_time', 600);
 | |
| -- 	require_once('../../common/config.php');
 | |
| -- 	print("<?xml version=\"1.0\"?>");
 | |
| 
 | |
| -- 	$link = mysql_pconnect($mysql_host, $mysql_user, $mysql_pasw);
 | |
| -- 	$db = mysql_select_db ($mysql_db);
 | |
| 
 | |
| -- 	if (!isset($_GET["pos"])) $_GET["pos"]=0;
 | |
| 
 | |
| -- 	//Create database and table if doesn't exists
 | |
| -- 		//mysql_create_db($mysql_db,$link);
 | |
| -- 		$sql = "Select * from Countries";
 | |
| -- 	 	$res = mysql_query ($sql);
 | |
| -- 		if(!$res){
 | |
| -- 			$sql = "CREATE TABLE Countries (item_id INT UNSIGNED not null AUTO_INCREMENT,item_nm VARCHAR (200),item_cd VARCHAR (15),PRIMARY KEY ( item_id ))";
 | |
| -- 			$res = mysql_query ($sql);
 | |
| -- 			populateDBRendom();
 | |
| -- 		}else{
 | |
| --
 | |
| -- 		}
 | |
| -- 	//populate db with 10000 records
 | |
| -- 	function populateDBRendom(){
 | |
| -- 		$filename = getcwd()."../../common/countries.txt";
 | |
| -- 		$handle = fopen ($filename, "r");
 | |
| -- 		$contents = fread ($handle, filesize ($filename));
 | |
| -- 		$arWords = split("\r\n",$contents);
 | |
| -- 		//print(count($arWords));
 | |
| -- 		for($i=0;$i<count($arWords);$i++){
 | |
| -- 			$nm = $arWords[$i];
 | |
| -- 			$cd = rand(123456,987654);
 | |
| -- 			$sql = "INsert into Countries(item_nm,item_cd) Values('".$nm."','".$cd."')";
 | |
| -- 			mysql_query ($sql);
 | |
| -- 			if($i==9999)
 | |
| -- 				break;
 | |
| -- 		}
 | |
| -- 		fclose ($handle);
 | |
| -- 	}
 | |
| 
 | |
| -- 	getDataFromDB($_GET["mask"]);
 | |
| -- 	mysql_close($link);
 | |
| 
 | |
| 
 | |
| 
 | |
| -- 	//print one level of the tree, based on parent_id
 | |
| -- 	function getDataFromDB($mask){
 | |
| -- 		$sql = "SELECT DISTINCT item_nm FROM Countries Where item_nm like '".mysql_real_escape_string($mask)."%'";
 | |
| -- 		$sql.= " Order By item_nm LIMIT ". $_GET["pos"].",20";
 | |
| 
 | |
| -- 		if ( $_GET["pos"]==0)
 | |
| -- 			print("<complete>");
 | |
| -- 		else
 | |
| -- 			print("<complete add='true'>");
 | |
| -- 		$res = mysql_query ($sql);
 | |
| -- 		if($res){
 | |
| -- 			while($row=mysql_fetch_array($res)){
 | |
| -- 				print("<option value=\"".$row["item_nm"]."\">");
 | |
| -- 				print($row["item_nm"]);
 | |
| -- 				print("</option>");
 | |
| -- 			}
 | |
| -- 		}else{
 | |
| -- 			echo mysql_errno().": ".mysql_error()." at ".__LINE__." line in ".__FILE__." file<br>";
 | |
| -- 		}
 | |
| -- 		print("</complete>");
 | |
| -- 	}
 | |
| -- ?>
 | |
| 
 | |
| 
 | |
| * journal
 | |
| ** 2010
 | |
| *** 5/4
 | |
| **** balance sheet pomodoro 1
 | |
| started balance sheet script
 | |
| began refactoring for importable Hledger.Cli.*
 | |
| set up missing tools on netbook: haskell-mode
 | |
| adapt to distro & ghc 6.12 upgrade
 | |
|  install missing cabal packages
 | |
|  tighten dependency to avoid testpack 2.0 api change
 | |
|  ghc-pkg dump error
 | |
| **** balance sheet pomodoro 2
 | |
| set up work log
 | |
| adapt to distro & ghc 6.12 upgrade: ghc-pkg dump error (cabal clean)
 | |
| tools setup: hasktags
 | |
| move Options to Hledger.Cli
 | |
| got trivial balancesheet script working
 | |
| deal with darcs mv screwup
 | |
| *** 5/6
 | |
| **** review/cleanup pomodoro
 | |
| review/record pending changes
 | |
| develop work log/backlog
 | |
| website hakyll conversion
 | |
| *** 5/19
 | |
| researched current web libs
 | |
| finished move to Hledger module space
 | |
| cleaned up notes
 | |
| *** 5/20
 | |
| converted manual to markdown
 | |
| more detailed installation docs
 | |
| *** 5/21
 | |
| upgraded hakyll
 | |
| fixed hakyll/pandoc quotes issue
 | |
| *** 5/22
 | |
| refactored journal/ledger construction
 | |
| updated benchmarks
 | |
| resolved register memory leak
 | |
| *** 5/23
 | |
| clarified Journal & Ledger roles
 | |
| various 6.12, utf8 and other fixes
 | |
| released 0.10
 | |
| 
 | |
| *** 5/24
 | |
| implemented --flat, --drop
 | |
| *** 5/25
 | |
| support, investigated rounding issue
 |