quickpep 0.1.0 → 0.1.3

checksums.yaml

@@ -1,7 +1,7 @@
 ---
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data/lib/quickpep.rb

@@ -6,18 +6,62 @@ require 'dynarex'
 require 'event_nlp'
 
 # Quick Personal Expenses Planner - for people too lazy to use a
-#                                   spreadsheet or finance app
+#                                   spreadsheet or sfinance app
 #
 class QuickPep
+  using ColouredText
 
   attr_reader :to_s
 
-  def initialize(s, balance: 0, currency: '', debug: false)
+  def initialize(s, balance: 0, currency: '', today: Date.today, debug: false)
 
     @balance, @currency, @debug = balance, currency, debug
-    
+    @today = today
+    @warnings = []
     @to_s = calc_expenses(s)
 
+    warnings() if @warnings.any?
+
+  end
+
+  # options: year, month, weel, day
+  #
+  def annual_costs(perx=:year, per: perx)
+
+    rows = @date_events.map do |date, title|
+
+      amount = @h[title].amount
+
+      prefix = amount[0] == '+' ? '' : '-'
+      amountx = (prefix + amount.gsub(/\D/,'')).to_f
+
+      [date, title, amountx]
+
+    end
+
+    a = rows.group_by {|date,title, amount| title }\
+        .map {|key, rows| [key, rows.map(&:last).sum]}.sort_by(&:last)
+
+    a.map do |title, total|
+
+      amount = case per.to_sym
+      when :year
+        total
+      when :month
+        total / (12 - @today.month)
+      when :week
+        total / (52 - @today.cweek )
+      when :day
+        total / (365 - @today.yday)
+      end
+
+      [title, amount.round(2)]
+    end
+
+  end
+
+  def warnings()
+    @warnings.each {|warning| puts warning.warn }
   end
 
   private
@@ -26,9 +70,9 @@ class QuickPep
 
     dx = Dynarex.new(s)
 
-    h = dx.all.map {|x| [x.title, x]}.to_h
+    @h = dx.all.map {|x| [x.title, x]}.to_h
 
-    date_events = dx.all.flat_map do |rx|
+    @date_events = dx.all.flat_map do |rx|
 
       title = [rx.title, rx.day, rx.recurring].join(' ')
       puts '1. title: ' + title.inspect if @debug
@@ -44,26 +88,56 @@ class QuickPep
 
     # opening balance
     bal = @balance
+    @warnings = []
 
-    a = date_events.map do |date, title|
+    a = @date_events.map do |date, title|
+
+      if @debug then
+        puts '2. title: '  + title.inspect
+        puts 'date: '  + date.inspect
+      end
 
-      puts '2. title: '  + title.inspect if @debug
       credit, debit = 0.0, 0.0
-      amount = h[title].amount
+      amount = @h[title].amount
 
       if amount[0] == '+' then
+
         credit = amount.gsub(/\D/,'').to_f
+
+        if @debug then
+          puts 'credit: ' + credit.inspect
+          puts 'balance: ' + bal.inspect
+        end
+
         bal +=credit
+        puts 'after credit, balance: ' + bal.inspect if @debug
+
       else
+
         debit = amount.gsub(/\D/,'').to_f
+
+        if @debug then
+          puts 'debit: ' + debit.inspect
+          puts 'balance: ' + bal.inspect
+        end
+
         bal -= debit
+
+        puts 'after debug, balance: ' + bal.inspect if @debug
+
+        if bal < 0 then
+          @warnings << "date: %s, balance is below zero at %s" % [date,
+                                            bal.to_s.sub(/-/,'-' + @currency)]
+        end
+
       end
 
       [date, title, debit, credit, bal]
 
     end
 
-    dx2 = Dynarex.new('items/item(date, title, debit, credit, balance)')
+    dx2 = Dynarex.new('items/item(date, title, debit, credit, balance)', debug: @debug)
+    dx2.default_key = :uid
 
     a.each do |date, title, debit, credit, balance|
 
@@ -74,14 +148,14 @@ class QuickPep
         title: title,
         debit: debit > 0 ? (@currency + "%.2f" % debit) : '',
         credit: credit > 0 ? (@currency + "%.2f" % credit) : '',
-        balance: @currency + "%.2f" % balance
+        balance: (@currency + "%.2f" % balance).sub(/#{@currency}-/, + '-' + @currency)
       }
 
       dx2.create row
     end
 
-    dx2.to_table
+    dx2.to_table #(fields: %i(date title debit: credit: balance:))
+
   end
 
 end
-

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: quickpep
 version: !ruby/object:Gem::Version
-  version: 0.1.0
+  version: 0.1.3
 platform: ruby
 authors:
 - James Robertson
@@ -35,7 +35,7 @@ cert_chain:
   kmcJnzHNiVwSBry7rnILYU3ouLJeHEtQY1v/S4KqPXGNS1FPvas3Wb429Cui2LtB
   CkYfvLZCZS1SZGB2dGilreNS
   -----END CERTIFICATE-----
-date: 2022-04-02 00:00:00.000000000 Z
+date: 2022-04-03 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: event_nlp
@@ -46,7 +46,7 @@ dependencies:
         version: '0.6'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 0.6.4
+        version: 0.6.6
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
@@ -56,7 +56,7 @@ dependencies:
         version: '0.6'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 0.6.4
+        version: 0.6.6
 - !ruby/object:Gem::Dependency
   name: dynarex
   requirement: !ruby/object:Gem::Requirement