Files
emacs/lisp/ledger-mode/ledger-mode.el
2023-11-04 19:26:41 +01:00

342 lines
13 KiB
EmacsLisp

;;; ledger-mode.el --- Helper code for use with the "ledger" command-line tool -*- lexical-binding: t; -*-
;; Copyright (C) 2003-2016 John Wiegley (johnw AT gnu DOT org)
;; This file is not part of GNU Emacs.
;; Package-Requires: ((emacs "25.1"))
;; This is free software; you can redistribute it and/or modify it under
;; the terms of the GNU General Public License as published by the Free
;; Software Foundation; either version 2, or (at your option) any later
;; version.
;;
;; This is distributed in the hope that it will be useful, but WITHOUT
;; ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or
;; FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License
;; for more details.
;;
;; You should have received a copy of the GNU General Public License
;; along with GNU Emacs; see the file COPYING. If not, write to the
;; Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
;; MA 02110-1301 USA.
;;; Commentary:
;; This Emacs library provides a major mode for editing files in the format used
;; by the `ledger' command-line accounting system.
;; It also provides automated support for some `ledger' workflows, such as
;; reconciling transactions, or running certain reports.
;;; Code:
(require 'ledger-regex)
(require 'org)
(require 'ledger-commodities)
(require 'ledger-complete)
(require 'ledger-context)
(require 'ledger-exec)
(require 'ledger-fonts)
(require 'ledger-fontify)
(require 'ledger-init)
(require 'ledger-navigate)
(require 'ledger-occur)
(require 'ledger-post)
(require 'ledger-reconcile)
(require 'ledger-report)
(require 'ledger-sort)
(require 'ledger-state)
(require 'ledger-test)
(require 'ledger-texi)
(require 'ledger-xact)
(require 'ledger-schedule)
(require 'ledger-check)
(declare-function custom-group-members "cus-edit" (symbol groups-only))
;;; Code:
(defgroup ledger nil
"Interface to the Ledger command-line accounting program."
:group 'data)
(defconst ledger-version "3.0"
"The version of ledger.el currently loaded.")
(defconst ledger-mode-version "4.0.0")
(defun ledger-mode-dump-variable (var)
"Format VAR for dump to buffer."
(if var
(insert (format " %s: %S\n" (symbol-name var) (eval var)))))
(defun ledger-mode-dump-group (group)
"Dump GROUP customizations to current buffer."
(require 'cus-edit)
(let ((members (custom-group-members group nil)))
(dolist (member members)
(cond ((eq (cadr member) 'custom-group)
(insert (format "Group %s:\n" (symbol-name (car member))))
(ledger-mode-dump-group (car member)))
((eq (cadr member) 'custom-variable)
(ledger-mode-dump-variable (car member)))))))
(defun ledger-mode-dump-configuration ()
"Dump all customizations."
(interactive)
(find-file "ledger-mode-dump")
(ledger-mode-dump-group 'ledger))
(defun ledger-read-account-with-prompt (prompt)
"Read an account from the minibuffer with PROMPT."
(let* ((context (ledger-context-at-point))
(account (ledger-context-field-value context 'account)))
(ledger-completing-read-with-default prompt
(when account
(regexp-quote account))
(ledger-accounts-list))))
(defun ledger-read-date (prompt)
"Return user-supplied date after `PROMPT', defaults to today.
This uses `org-read-date', which see."
(ledger-format-date (let ((org-read-date-prefer-future nil))
(org-read-date nil t nil prompt))))
(defun ledger-get-minibuffer-prompt (prompt default)
"Return a minibuffer prompt string composing PROMPT and DEFAULT."
(concat prompt
(if default
(concat " (" default "): ")
": ")))
(defun ledger-completing-read-with-default (prompt default collection)
"Return a user-supplied string after PROMPT.
Use the given DEFAULT, while providing completions from COLLECTION."
(completing-read (ledger-get-minibuffer-prompt prompt default)
collection nil nil nil 'ledger-minibuffer-history default))
(defun ledger-read-string-with-default (prompt default)
"Return user supplied string after PROMPT, or DEFAULT."
(read-string (ledger-get-minibuffer-prompt prompt default)
nil 'ledger-minibuffer-history default))
(defun ledger-display-balance-at-point (&optional arg)
"Display the cleared-or-pending balance.
And calculate the target-delta of the account being reconciled.
With ARG (\\[universal-argument]) ask for the target commodity and convert
the balance into that."
(interactive "P")
(let* ((account (ledger-read-account-with-prompt "Account balance to show"))
(target-commodity (when arg (ledger-read-commodity-with-prompt "Target commodity: ")))
(buffer (find-file-noselect (ledger-master-file)))
(balance (with-temp-buffer
(apply 'ledger-exec-ledger buffer (current-buffer) "cleared" account
(when target-commodity (list "-X" target-commodity)))
(if (> (buffer-size) 0)
(buffer-substring-no-properties (point-min) (1- (point-max)))
(concat account " is empty.")))))
(when balance
(message balance))))
(defun ledger-display-ledger-stats ()
"Display the cleared-or-pending balance.
And calculate the target-delta of the account being reconciled."
(interactive)
(let* ((buffer (find-file-noselect (ledger-master-file)))
(balance (with-temp-buffer
(ledger-exec-ledger buffer (current-buffer) "stats")
(buffer-substring-no-properties (point-min) (1- (point-max))))))
(when balance
(message balance))))
(defvar ledger-mode-abbrev-table)
(defvar ledger-date-string-today (ledger-format-date))
(defun ledger-remove-effective-date ()
"Remove the effective date from a transaction or posting."
(interactive)
(let ((context (car (ledger-context-at-point))))
(save-excursion
(save-restriction
(narrow-to-region (line-beginning-position) (line-end-position))
(beginning-of-line)
(cond ((eq 'xact context)
(re-search-forward ledger-iso-date-regexp)
(when (= (char-after) ?=)
(let ((eq-pos (point)))
(delete-region
eq-pos
(re-search-forward ledger-iso-date-regexp)))))
((eq 'acct-transaction context)
;; Match "; [=date]" & delete string
(when (re-search-forward
(concat ledger-comment-regex
"\\[=" ledger-iso-date-regexp "\\]")
nil 'noerr)
(replace-match ""))))))))
(defun ledger-insert-effective-date (&optional date)
"Insert effective date `DATE' to the transaction or posting.
If `DATE' is nil, prompt the user a date.
Replace the current effective date if there's one in the same
line.
With a prefix argument, remove the effective date."
(interactive)
(if (and (listp current-prefix-arg)
(= 4 (prefix-numeric-value current-prefix-arg)))
(ledger-remove-effective-date)
(let* ((context (car (ledger-context-at-point)))
(date-string (or date (ledger-read-date "Effective date: "))))
(save-restriction
(narrow-to-region (line-beginning-position) (line-end-position))
(cond
((eq 'xact context)
(beginning-of-line)
(re-search-forward ledger-iso-date-regexp)
(when (= (char-after) ?=)
(ledger-remove-effective-date))
(insert "=" date-string))
((eq 'acct-transaction context)
(end-of-line)
(ledger-remove-effective-date)
(insert " ; [=" date-string "]")))))))
(defun ledger-mode-remove-extra-lines ()
"Get rid of multiple empty lines."
(goto-char (point-min))
(while (re-search-forward "\n\n\\(\n\\)+" nil t)
(replace-match "\n\n")))
(defun ledger-mode-clean-buffer ()
"Indent, remove multiple line feeds and sort the buffer."
(interactive)
(let ((start (point-min-marker))
(end (point-max-marker)))
(ledger-navigate-beginning-of-xact)
(beginning-of-line)
(let ((target (buffer-substring (point) (progn
(end-of-line)
(point)))))
(goto-char start)
(untabify start end)
(ledger-sort-buffer)
(ledger-post-align-postings start end)
(ledger-mode-remove-extra-lines)
(goto-char start)
(search-forward target))))
(defvar ledger-mode-syntax-table
(let ((table (make-syntax-table text-mode-syntax-table)))
(modify-syntax-entry ?\; "<" table)
(modify-syntax-entry ?\n ">" table)
table)
"Syntax table in use in `ledger-mode' buffers.")
(defvar ledger-mode-map
(let ((map (make-sparse-keymap)))
(define-key map (kbd "C-c C-a") #'ledger-add-transaction)
(define-key map (kbd "C-c C-b") #'ledger-post-edit-amount)
(define-key map (kbd "C-c C-c") #'ledger-toggle-current)
(define-key map (kbd "C-c C-d") #'ledger-delete-current-transaction)
(define-key map (kbd "C-c C-e") #'ledger-toggle-current-transaction)
(define-key map (kbd "C-c C-f") #'ledger-occur)
(define-key map (kbd "C-c C-k") #'ledger-copy-transaction-at-point)
(define-key map (kbd "C-c C-r") #'ledger-reconcile)
(define-key map (kbd "C-c C-s") #'ledger-sort-region)
(define-key map (kbd "C-c C-t") #'ledger-insert-effective-date)
(define-key map (kbd "C-c C-u") #'ledger-schedule-upcoming)
(define-key map (kbd "C-c C-p") #'ledger-display-balance-at-point)
(define-key map (kbd "C-c C-l") #'ledger-display-ledger-stats)
(define-key map (kbd "C-c C-q") #'ledger-post-align-xact)
(define-key map (kbd "C-TAB") #'ledger-post-align-xact)
(define-key map (kbd "C-c TAB") #'ledger-fully-complete-xact)
(define-key map (kbd "C-c C-i") #'ledger-fully-complete-xact)
(define-key map (kbd "C-c C-o C-a") #'ledger-report-redo)
(define-key map (kbd "C-c C-o C-e") #'ledger-report-edit-report)
(define-key map (kbd "C-c C-o C-g") #'ledger-report-goto)
(define-key map (kbd "C-c C-o C-k") #'ledger-report-quit)
(define-key map (kbd "C-c C-o C-r") #'ledger-report)
(define-key map (kbd "C-c C-o C-s") #'ledger-report-save)
(define-key map (kbd "M-p") #'ledger-navigate-prev-xact-or-directive)
(define-key map (kbd "M-n") #'ledger-navigate-next-xact-or-directive)
(define-key map (kbd "M-q") #'ledger-post-align-dwim)
;; Reset the `text-mode' override of this standard binding
(define-key map (kbd "C-M-i") 'completion-at-point)
map)
"Keymap for `ledger-mode'.")
(easy-menu-define ledger-mode-menu ledger-mode-map
"Ledger menu"
'("Ledger"
["Narrow to REGEX" ledger-occur]
["Show all transactions" ledger-occur-mode ledger-occur-mode]
["Ledger Statistics" ledger-display-ledger-stats ledger-works]
"---"
["Show upcoming transactions" ledger-schedule-upcoming]
["Add Transaction (ledger xact)" ledger-add-transaction ledger-works]
["Complete Transaction" ledger-fully-complete-xact]
["Delete Transaction" ledger-delete-current-transaction]
"---"
["Calc on Amount" ledger-post-edit-amount]
"---"
["Check Balance" ledger-display-balance-at-point ledger-works]
["Reconcile Account" ledger-reconcile ledger-works]
"---"
["Toggle Current Transaction" ledger-toggle-current-transaction]
["Toggle Current Posting" ledger-toggle-current]
["Copy Trans at Point" ledger-copy-transaction-at-point]
"---"
["Clean-up Buffer" ledger-mode-clean-buffer]
["Check Buffer" ledger-check-buffer ledger-works]
["Align Region" ledger-post-align-postings mark-active]
["Align Xact" ledger-post-align-xact]
["Sort Region" ledger-sort-region mark-active]
["Sort Buffer" ledger-sort-buffer]
["Mark Sort Beginning" ledger-sort-insert-start-mark]
["Mark Sort End" ledger-sort-insert-end-mark]
["Set effective date" ledger-insert-effective-date]
"---"
["Customize Ledger Mode" (lambda () (interactive) (customize-group 'ledger))]
"---"
["Run Report" ledger-report ledger-works]
["Goto Report" ledger-report-goto ledger-works]
["Re-run Report" ledger-report-redo ledger-works]
["Save Report" ledger-report-save ledger-works]
["Edit Report" ledger-report-edit-report ledger-works]
["Quit Report" ledger-report-quit ledger-works]))
;;;###autoload
(define-derived-mode ledger-mode text-mode "Ledger"
"A mode for editing ledger data files."
(ledger-check-version)
(setq font-lock-defaults
'(ledger-font-lock-keywords t nil nil nil))
(add-hook 'font-lock-extend-region-functions 'ledger-fontify-extend-region)
(add-hook 'completion-at-point-functions #'ledger-complete-at-point nil t)
(add-hook 'after-save-hook 'ledger-report-redo nil t)
(add-hook 'post-command-hook 'ledger-highlight-xact-under-point nil t)
(ledger-init-load-init-file)
(setq-local comment-start ";")
(setq-local indent-line-function #'ledger-indent-line)
(setq-local indent-region-function 'ledger-post-align-postings)
(setq-local beginning-of-defun-function #'ledger-navigate-beginning-of-xact)
(setq-local end-of-defun-function #'ledger-navigate-end-of-xact))
;;;###autoload
(add-to-list 'auto-mode-alist '("\\.ledger\\'" . ledger-mode))
(provide 'ledger-mode)
;;; ledger-mode.el ends here