Re: Periodic transactions aligned to started date

[John Wiegley]

> "mg" == matt graham2001  writes:

mg> I haven't got much experience in Cpp programming but interested in
mg> learning. Can anyone give me a hint as to where to look to try to fix this
mg> one myself? Would love to help out.

I believe you can use the "ledger period " command to see what Ledger
thinks the period is/means, and then check in the code where those debug
messages are coming from to discover where the calculation is going wrong.

John

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Re: Periodic transactions aligned to started date

[matt . graham2001]

Hi All,

I think this is bug #532 on github 
page https://github.com/ledger/ledger-plan/blob/master/TODO. Having said 
that, the bug isn't clear that the problem is that it resets the periodic 
entries to align to the 'start of period'. Ie Sunday for weekly or biweekly 
(unless you change the default first day of the week) or the first day of 
the month for monthly etc.

For my use case, resetting the day of the week is not a solution - I am 
using multiple budget line items starting on multiple different days of the 
week. At the moment I have all the budget transactions listed out in a 
different account tree (Budget:Expenses:...), using automated transactions 
to replicate expense postings into the budget tree. Works well, but 
periodic transactions would be better - a lot easier on entry (I have 
written scripts to do it, but it gets messy).

I haven't got much experience in Cpp programming but interested in 
learning. Can anyone give me a hint as to where to look to try to fix this 
one myself? Would love to help out.

Thanks,

Matt

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Re: Periodic transactions aligned to started date

[Scott Payne]

Hi Rob,

Apologies for not replying earlier, got behind in my email again.

On Sun, Jan 21, 2018 at 3:54 AM Rob Napier  wrote:

> On Friday, November 17, 2017 at 10:19:40 PM UTC-5, Scott Payne wrote:
>>
>>
>> I'm still just playing with the periodic transactions for now so I'm not
>> sure if I'm going to clash with the current implementation soon or not.
>> Given the way I'm reviewing my budget your point about monthly transactions
>> might be valid for me sooner rather than later (e.g. I might want to see
>> which monthly expenses are due in the next fortnight) but we'll see how we
>> go.
>>
>
> How has this turned out? I've been very interested in the forecasting
> feature to keep my forecast checking balance between a low- and high-water
> mark, but the periodic implementation seems to fight this. All monthly
> things seem to be put on the first of the month, and yearly expenses are
> all but useless because I think they're all pushed to Jan 1.
>

I ended up giving up on periodic transactions, I couldn't make it work the
way I needed to, for the same reason. What I've done instead is export to a
CSV then import that into a Google Sheets template, with some app script to
automate matching up accounts with budgeted amounts. Our household was
already using Sheets for budgeting so it doing it that way fit our current
workflow anyway.

If you did get something working I'd be interested to hear what you did, it
kind of sucks having to maintain two tools.

Cheers,
Scott

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Re: Periodic transactions aligned to started date

[Rob Napier]

On Friday, November 17, 2017 at 10:19:40 PM UTC-5, Scott Payne wrote:
>
>
> I'm still just playing with the periodic transactions for now so I'm not 
> sure if I'm going to clash with the current implementation soon or not. 
> Given the way I'm reviewing my budget your point about monthly transactions 
> might be valid for me sooner rather than later (e.g. I might want to see 
> which monthly expenses are due in the next fortnight) but we'll see how we 
> go.
>

How has this turned out? I've been very interested in the forecasting 
feature to keep my forecast checking balance between a low- and high-water 
mark, but the periodic implementation seems to fight this. All monthly 
things seem to be put on the first of the month, and yearly expenses are 
all but useless because I think they're all pushed to Jan 1.

Is there a way to day-by-day forecasting with ledger? What's the intent of 
the --forecast option? 

Thanks,
-Rob

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Re: Periodic transactions aligned to started date

[Scott Payne]

On Friday, November 17, 2017 at 5:22:50 PM UTC+11, Yuri Khan wrote:
>
> On Fri, Nov 17, 2017 at 7:30 AM, Scott Payne  > wrote: 
>
> > OK, I've just tried using the --start-of-week 4 instead of Thursday and 
> I 
> > get the result I expect 
>
> That does not scale well. For one, do you have to remember to pass 
> this option every time you run ledger? For another, what if you need 
> two periodic transactions with different days? Also, it may work for 
> week days but obviously not for month days (--start-of-month 14?) 
>

I agree with the points you've made Yuri, for now though the 
--start-of-week usage satisfies my use case.

WRT remembering to pass the option I'm using direnv in my setup so I can 
set the LEDGER_START_OF_WEEK environment variable to keep it all automated.

I'm still just playing with the periodic transactions for now so I'm not 
sure if I'm going to clash with the current implementation soon or not. 
Given the way I'm reviewing my budget your point about monthly transactions 
might be valid for me sooner rather than later (e.g. I might want to see 
which monthly expenses are due in the next fortnight) but we'll see how we 
go.

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Re: Periodic transactions aligned to started date

[Scott Payne]

On Saturday, November 18, 2017 at 4:12:40 AM UTC+11, John Wiegley wrote:
>
> > "SP" == Scott Payne  writes: 
>
> SP> I can live with that. I tried using the day name as that was suggested 
> by 
> SP> the man page. Should I raise a documentation bug or is it a bug in the 
> SP> implementation? 
>
> Looking at the code, I see this: 
>
> optional string_to_day_of_week(const std::string& 
> str) 
> { 
>   if (str == _("sun") || str == _("sunday") || str == "0") 
> return gregorian::Sunday; 
>   else if (str == _("mon") || str == _("monday") || str == "1") 
> return gregorian::Monday; 
>   else if (str == _("tue") || str == _("tuesday") || str == "2") 
> return gregorian::Tuesday; 
>   else if (str == _("wed") || str == _("wednesday") || str == "3") 
> return gregorian::Wednesday; 
>   else if (str == _("thu") || str == _("thursday") || str == "4") 
> return gregorian::Thursday; 
>   else if (str == _("fri") || str == _("friday") || str == "5") 
> return gregorian::Friday; 
>   else if (str == _("sat") || str == _("saturday") || str == "6") 
> return gregorian::Saturday; 
>   else 
> return none; 
> } 
>
> Try lowercase? 
>
> John 
>


D'oh, I should have tried that. Yes, that works. The man page I looked at 
does give the example "Mon" though which is probably what prompted me to 
try the capitalised day name.

Thanks very much John.

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Re: Periodic transactions aligned to started date

[John Wiegley]

> "SP" == Scott Payne  writes:

SP> I can live with that. I tried using the day name as that was suggested by
SP> the man page. Should I raise a documentation bug or is it a bug in the
SP> implementation?

Looking at the code, I see this:

optional string_to_day_of_week(const std::string& str)
{
  if (str == _("sun") || str == _("sunday") || str == "0")
return gregorian::Sunday;
  else if (str == _("mon") || str == _("monday") || str == "1")
return gregorian::Monday;
  else if (str == _("tue") || str == _("tuesday") || str == "2")
return gregorian::Tuesday;
  else if (str == _("wed") || str == _("wednesday") || str == "3")
return gregorian::Wednesday;
  else if (str == _("thu") || str == _("thursday") || str == "4")
return gregorian::Thursday;
  else if (str == _("fri") || str == _("friday") || str == "5")
return gregorian::Friday;
  else if (str == _("sat") || str == _("saturday") || str == "6")
return gregorian::Saturday;
  else
return none;
}

Try lowercase?

John

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Re: Periodic transactions aligned to started date

[Yuri Khan]

On Fri, Nov 17, 2017 at 7:30 AM, Scott Payne  wrote:

> OK, I've just tried using the --start-of-week 4 instead of Thursday and I
> get the result I expect

That does not scale well. For one, do you have to remember to pass
this option every time you run ledger? For another, what if you need
two periodic transactions with different days? Also, it may work for
week days but obviously not for month days (--start-of-month 14?)

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Re: Periodic transactions aligned to started date

[Scott Payne]

OK, I've just tried using the --start-of-week 4 instead of Thursday and I 
get the result I expect:
 
 

$ ledger -f budget-test-weekly.ledger reg --budget --start-of-week 4  
--no-color 

2017-11-02 Budget transaction  Expenses:Biweekly
  $-20   $-20
2017-11-02 Budget transaction  Assets  
$20  0
2017-11-03 Some fortnightly thing  Expenses:Biweekly
   $20$20
   Assets  
   $-20  0
2017-11-16 Budget transaction  Expenses:Biweekly
  $-20   $-20
2017-11-16 Budget transaction  Assets  
$20  0
2017-11-16 Corner case Expenses:Biweekly
   $20$20
   Assets  
   $-20  0


I can live with that. I tried using the day name as that was suggested by 
the man page. Should I raise a documentation bug or is it a bug in the 
implementation?


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Re: Periodic transactions aligned to started date

[Scott Payne]

On Friday, November 17, 2017 at 10:05:21 AM UTC+11, John Wiegley wrote:
>
> > "SP" == Scott Payne  writes: 
>
> SP> I've tried "--start-of-week Thursday" but it has no effect. 
>
> Does it have no effect in your report too, or just the period command? 
>
> John 
>
 
It doesn't seem to have an effect in either the period or register commands.

Here's my test ledger file:

~ every 2 weeks from 2017/11/02
Expenses:Biweekly   $20
Assets

2017-11-03 Some fortnightly thing
Expenses:Biweekly   $20
Assets:A Thing

2017-11-16 Corner case
Expenses:Biweekly   $20
Assets:Another thing

Here's the output of running the register report:


$ ledger -f budget-test.ledger reg --budget --start-of-week Thursday  
--no-color
2017-11-02 Budget transaction  Expenses:Biweekly
  $-20   $-20
2017-11-02 Budget transaction  Assets  
$20  0
2017-11-03 Some fortnightly thing  Expenses:Biweekly
   $20$20
   Assets  
   $-20  0
2017-11-05 Budget transaction  Expenses:Biweekly
  $-20   $-20
2017-11-05 Budget transaction  Assets  
$20  0
2017-11-16 Corner case Expenses:Biweekly
   $20$20
   Assets  
   $-20  0


Ledger version is 3.1.1-20160111 FWIW. 

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Re: Periodic transactions aligned to started date

[John Wiegley]

> "SP" == Scott Payne  writes:

SP> I've tried "--start-of-week Thursday" but it has no effect.

Does it have no effect in your report too, or just the period command?

John

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