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dklrt.texi
153
dklrt.texi
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@ -6,8 +6,9 @@
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@c %**end of header
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@syncodeindex fn cp
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@syncodeindex vr cp
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@syncodeindex ky cp
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@syncodeindex pg cp
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@syncodeindex vr cp
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@c Before release, run C-u C-c C-u C-a
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@c (texinfo-all-menus-update with a prefix arg). This
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@ -66,6 +67,12 @@ Foundation GNU Free Documentation Licence.
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@top Ledger Recurring Transactions
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@end ifnottex
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An add-on to ledger-mode which appends recurring
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transactions to the current ledger file, usually on entry to
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ledger-mode. Recurring transactions are configured in a
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separate file which conforms to ledger file format and
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resides in the same directory as the ledger file.
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@menu
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* Introduction::
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* Configuration File::
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@ -86,56 +93,77 @@ Foundation GNU Free Documentation Licence.
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@node Overview
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@section Overview
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An add-on to ledger-mode, this package appends recurring
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transactions to the current ledger file, usually on entry
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to @code{ledger-mode}.
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@cindex recurring transactions
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@cindex transactions, recurring
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@pindex ledger
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Recurring transactions are accounting transactions that
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repeat at regular intervals such as paychecks, standing
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orders, and pension contributions. This emacs package
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appends recurring transactions to a ledger file, the input
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file for John Wiegley's ledger program. @xref{Top,,
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Overview, ledger3, Ledger: Command-Line Accounting}.
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@findex @code{ledger-mode}
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An add-on to emacs ledger-mode, the package appends
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recurring transactions to the current ledger file, usually
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on entry to @code{ledger-mode}. @xref{Top,,Overview,
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ledger-mode, Ledger Mode}.
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@cindex configuration file
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Recurring transactions are configured in a separate file
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which conforms to ledger file format, and resides in the
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same directory as the ledger file.
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same directory as the ledger file. @xref{Configuration File}.
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@node Getting Started
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@section Getting Started
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To append recurring transactions on entry to ledger-mode,
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add this line to your emacs profile:
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@findex @code{dklrt-AppendRecurringMaybe}
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To append recurring transactions automatically on entry to
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@code{ledger-mode}, add this line to your emacs profile:
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@lisp
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(add-hook 'ledger-mode-hook 'dklrt-AppendRecurringMaybe)
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(add-hook 'ledger-mode-hook 'dklrt-AppendRecurringMaybe)
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@end lisp
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To bind @kbd{\C-cr} to dklrt-AppendRecurring while in ledger-mode
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only, add this line to your emacs profile (optional):
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To bind @kbd{\C-cr} to @code{dklrt-AppendRecurringMaybe} while in
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@code{ledger-mode} only, add this line to your emacs profile
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(optional):
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@findex @code{dklrt-SetCcKeys}
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@lisp
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(add-hook 'ledger-mode-hook 'dklrt-SetCcKeys)
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@end lisp
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@vindex @code{dklrt-SortAfterAppend}
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If you want to have recurring transactions positioned by date in
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the ledger file, add this line to your emacs profile (optional):
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(setq dklrt-SortAfterAppend t)
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Note that as this causes the ledger buffer to be sorted, it
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may, as a side-effect, change the positions of non-recurring
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transactions.
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Note that as this causes the whole ledger buffer to be
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sorted after transactions are appended, it affects the
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positions of all transactions.
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@node Known Issues
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@section Known Issues
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@cindex issues
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@cindex limitations
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@enumerate
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@item
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In the configuration file, transaction dates must be
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In the configuration file, a transaction date must be
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expressed in ISO format, eg ``YYYY-MM-DD'' or
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``YYYY/MM/DD'', and this format is preserved when the
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transaction is appended to the ledger file. This is
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compatible with ledger's default date format, and should
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work with ledger-mode.
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``YYYY/MM/DD''. This format is preserved when the
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transaction is appended to the ledger file. It is compatible
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with ledger's default date format, and should work with
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@code{ledger-mode}.
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Problems can be expected if --input-date-format has been
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configured with a non-ISO format in the ledger init file
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(.ledgerrc) or on the ledger command line.
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@xref{Configuration File}.
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@vindex @code{dklrt-PythonProgram}
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@item
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Depends on some python code which is included in the package
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(and requires that python is installed on the system). The
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@ -146,11 +174,14 @@ python program is customisable via variable
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@node History
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@section History
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This package was written between 2011-06-08 and 2011-08-17.
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This package was developed between 2011-06-08 and 2011-08-17.
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@node Configuration File
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@chapter Configuration File
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@cindex configuration file
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@cindex file, configuration
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@vindex @code{dklrt-RecurringConfigFileSuffix}
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Recurring transactions for a particular ledger file are
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configured in a separate file. The configuration file is in
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the same directory as the ledger file, and its filename is
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@ -188,51 +219,58 @@ ledger file format. For example:
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@end verbatim
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@end smallformat
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Each transaction is considered to begin with a transaction
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date at the beginning of a line, and includes the remainder
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of the line and all subsequent lines up to but excluding the
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next transaction date.
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Each transaction date is followed by a repetition period
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in the position normally occupied by a ledger transaction
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code.
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The date is followed by a repetition interval in the
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position normally occupied by a ledger transaction code.
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The transaction date in the configuration file controls when
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the transaction becomes due for appending to the ledger file,
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and is the actual transaction date once appended.
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A transaction is considered to begin with a transaction date
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at the beginning of a line, and includes the remainder of
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the line and all subsequent lines up to but excluding the
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next transaction date. The transaction date in the
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configuration file controls when the transaction becomes due
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for appending to the ledger file, and is the actual
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transaction date once appended.
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@node Date and Period
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@section Date and Period
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@cindex transaction date
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@cindex date, transaction
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The transaction date must be in ISO format: ``YYYY-MM-DD''
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or ``YYYY/MM/DD''. It occurs at the beginning of a line and
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marks the start of a transaction (and the end of the
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previous transaction, if any).
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@cindex repetition period
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@cindex repetition interval
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@cindex period, repetition
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@cindex interval, repetition
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A parenthesised transaction repetition period must follow
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the date in the position where a ledger transaction ``code''
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would normally occur. It is surrounded by whitespace and is
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in the following format:
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@cindex time interval
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@verbatim
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(<Digits><Unit>)
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(<Count><Unit>)
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@end verbatim
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Where:
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@table @code
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@item Digits
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An unsigned decimal integer period count.
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@item Count
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An unsigned decimal integer.
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@item Unit
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A single character from the following: y (year), m (month) w
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(week), d (day), specifying the period unit and following
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immediately after the integer without intervening space.
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immediately after the Count integer without intervening
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space.
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@end table
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@node Restrictions
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@section Restrictions
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@cindex restrictions, configuration file
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The recurring transactions configuration file must not
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contain any of the following ledger constructs:
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@ -253,6 +291,7 @@ Period transaction (starts with ``~'').
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Command directive.
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@end enumerate
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@cindex restrictions, transaction date/payee line
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In addition the following restrictions apply to the the
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initial (date/payee) line of each transaction:
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@ -263,18 +302,21 @@ date suffix (of the form ``=YYYY-MM-DD'').
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@item
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A transaction state/clear flag (immediately after the date)
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is @emph{NOT} permitted.
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is @emph{not} permitted.
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@end enumerate
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@node Operations
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@chapter Operations
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@findex @code{dklrt-AppendRecurringMaybe}
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The main entry point is function
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@code{dklrt-AppendRecurringMaybe}. This is normally
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configured to run automatically on entry to
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@code{ledger-mode}. It can also be bound to a key
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(@kbd{\C-cr} is suggested).
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@cindex append pre-conditions
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@cindex pre-conditions, append
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Function @code{dklrt-AppendRecurringMaybe} does nothing
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unless all the following conditions are met:
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The file associated with the current buffer exists.
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@item
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The current file is NOT a recurring transaction config file
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The current file is @emph{not} a recurring transaction config file
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(ie does not have suffix @file{.rec}).
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@item
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@ -302,27 +344,34 @@ ledger file (same directory and basename, but with suffix
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If all the conditions are met, recurring transactions are
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read from the config file and their dates are compared with
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the current date.
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the current date.
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If the transaction is considered
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``due'', the transaction is appended to the ledger file. The
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append includes the full transaction text as it appears in
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the configuration file, except that the repetition interval
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(including enclosing parentheses) is removed.
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@cindex appended transaction
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@cindex transaction, appended
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If a transaction is considered ``due'', it is appended to
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the ledger file. The append includes the full transaction
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text as it appears in the configuration file, except that
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the repetition period (including enclosing parentheses) is
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removed.
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Once a recurring transaction has been appended to the ledger
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file its transaction date in the configuration file is
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shifted forward by the repetition interval to date of the
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next append.
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file, the transaction date is shifted forward by the
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repetition period to the date of the next append and written
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back to the configuration file. @xref{Configuration File}.
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By default a recurring transaction becomes due up to one day
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before its actual transaction date. This is customisable via
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variable @code{dklrt-AppendBefore}.
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@cindex append due time
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@cindex due time, append
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@vindex @code{dklrt-AppendBefore}
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By default, a recurring transaction becomes due up to one
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day before its current transaction date. This is
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customisable via variable @code{dklrt-AppendBefore}.
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The ledger file can optionally be sorted after recurring
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transactions are appended so transactions remain ordered by
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date. This behaviour is customisable via variable
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@code{dklrt-SortAfterAppend}
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@cindex sort transactions
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@vindex @code{dklrt-SortAfterAppend}
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After recurring transactions have been appended, the ledger
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file can optionally be sorted to keep transactions ordered
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by date. This behaviour is customisable via variable
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@code{dklrt-SortAfterAppend}.
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@node Index
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@chapter Index
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