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Allow filtering transactions by payee #1

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Allow filtering transactions by payee #1

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12 changes: 10 additions & 2 deletions ledgercalc.py
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Original file line number Diff line number Diff line change
Expand Up @@ -32,14 +32,20 @@
# find the balance for an account
def balance_acct(acct_name, start_d=None, end_d=None):
total = ledger.Balance()
splitter = " "
payee = None
if splitter in acct_name:
index = acct_name.index(splitter)
payee = acct_name[(index + 4):]
acct_name = acct_name[:index]
if re.match(r"^[A-Za-z:_\-\ ]*$",acct_name): # if the account name lacks re's
account = journal.find_account_re(acct_name)
return bal_posts_subacct(account, start_d, end_d)
return bal_posts_subacct(account, start_d, end_d, payee)
else:
return bal_re_acct(acct_name,start_d,end_d)

# recursively accumulate the balance for all posts/subaccounts of given account
def bal_posts_subacct(account, start_d=None, end_d=None):
def bal_posts_subacct(account, start_d=None, end_d=None, payee=None):
total = ledger.Balance()
if account == None: # if nothing was matched, return empty balance object
return total
Expand All @@ -48,6 +54,8 @@ def bal_posts_subacct(account, start_d=None, end_d=None):
continue
if end_d and post.date > end_d:
continue
if payee and payee != post.xact.payee:
continue
total += post.amount
for subacct in account.accounts():
total += bal_posts_subacct(subacct, start_d, end_d)
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4 changes: 4 additions & 0 deletions readme.md
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Original file line number Diff line number Diff line change
Expand Up @@ -20,6 +20,10 @@ adds two accounts, pushes result onto stack.

Accounts containing spaces/regex must be put in double quotes.

To filter transactions by payee, append two spaces and then payee to account name, like this:

"Income:Wages Acme, Inc." account2 +

Variables are prefixed with `$`, and are assigned like this:

$taxrate 0.091 =
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