server

Aug 26, 2024

Changes in this version

+ func GetBalancedPostings(db *gorm.DB) gin.H

Feb 2, 2024

Changes in this version

+ func GetCreditCard(db *gorm.DB, account string) gin.H

+ func GetCreditCards(db *gorm.DB) gin.H

+ type CreditCardBill struct

+ ClosingBalance decimal.Decimal

+ Credits decimal.Decimal

+ Debits decimal.Decimal

+ DebitsRunningBalance decimal.Decimal

+ DueDate time.Time

+ OpeningBalance decimal.Decimal

+ PaidDate *time.Time

+ Postings []posting.Posting

+ StatementEndDate time.Time

+ StatementStartDate time.Time

+ Transactions []transaction.Transaction

+ type CreditCardSummary struct

+ Account string

+ Balance decimal.Decimal

+ Bills []CreditCardBill

+ CreditLimit decimal.Decimal

+ ExpirationDate time.Time

+ Network string

+ Number string

+ YearlySpends map[string]map[string]decimal.Decimal

Jan 13, 2024

Changes in this version

+ const EXTENSION

+ func DeleteSheetBackups(file SheetFile) gin.H

+ func GetSheet(file SheetFile) gin.H

+ func GetSheets(db *gorm.DB) gin.H

+ func SaveSheetFile(db *gorm.DB, file SheetFile) gin.H

+ type SheetFile struct

+ Content string

+ Name string

+ Operation string

+ Versions []string

Dec 16, 2023

Changes in this version

+ func TokenAuthMiddleware() gin.HandlerFunc

Dec 9, 2023

Changes in this version

+ func ClearPriceCache(db *gorm.DB) gin.H

Nov 26, 2023

Changes in this version

+ func GetIncomeStatement(db *gorm.DB) gin.H

+ type IncomeStatement struct

+ Date time.Time

+ EndingBalance decimal.Decimal

+ Equity map[string]decimal.Decimal

+ Expenses map[string]decimal.Decimal

+ Income map[string]decimal.Decimal

+ Interest map[string]decimal.Decimal

+ Liabilities map[string]decimal.Decimal

+ Pnl map[string]decimal.Decimal

+ StartingBalance decimal.Decimal

+ Tax map[string]decimal.Decimal

+ type RunningBalance struct

Nov 4, 2023

Changes in this version

type Networth

+ BalanceUnits decimal.Decimal

Oct 7, 2023

Changes in this version

type TransactionSequence

+ Period string

Sep 22, 2023

Changes in this version

+ func ClearPriceProviderCache(db *gorm.DB, code string) gin.H

+ func GetLogs() gin.H

+ func GetPriceAutoCompletions(db *gorm.DB, request AutoCompleteRequest) gin.H

+ func GetPriceProviders(db *gorm.DB) gin.H

+ func Logger(logger logrus.FieldLogger) gin.HandlerFunc

+ type AutoCompleteRequest struct

+ Field string

+ Filters map[string]string

+ Provider string

Sep 9, 2023

Changes in this version

+ func Build(db *gorm.DB) *gin.Engine

type Budget

+ Forecast decimal.Decimal

type Networth

+ AbsoluteReturn decimal.Decimal

Sep 1, 2023

Changes in this version

+ func GetBudget(db *gorm.DB) gin.H

+ func GetCurrentBudget(db *gorm.DB) gin.H

+ type AccountBudget struct

+ Account string

+ Actual decimal.Decimal

+ Available decimal.Decimal

+ Budgeted decimal.Decimal

+ Date time.Time

+ Expenses []posting.Posting

+ Forecast decimal.Decimal

+ Rollover decimal.Decimal

+ type Budget struct

+ Accounts []AccountBudget

+ AvailableThisMonth decimal.Decimal

+ Date time.Time

+ EndOfMonthBalance decimal.Decimal

Aug 12, 2023

Changes in this version

+ func GetCurrentExpense(db *gorm.DB) map[string][]posting.Posting

+ func GetCurrentNetworth(db *gorm.DB) gin.H

+ func GetDashboard(db *gorm.DB) gin.H

+ func GetLatestTransactions(db *gorm.DB) []transaction.Transaction

+ func GetNetworth(db *gorm.DB) gin.H

type AccountGain

+ NetworthTimeline []Networth

type CashFlow

+ func GetCurrentCashFlow(db *gorm.DB) []CashFlow

+ func (c CashFlow) GroupDate() time.Time

type Gain

+ Networth Networth

+ type Networth struct

+ BalanceAmount float64

+ Date time.Time

+ GainAmount float64

+ InvestmentAmount float64

+ NetInvestmentAmount float64

+ WithdrawalAmount float64

type TransactionSequence

+ func ComputeRecurringTransactions(postings []posting.Posting) []TransactionSequence

Aug 5, 2023

Changes in this version

type TransactionSequenceKey

+ TagRecurring string

Jul 30, 2023

Changes in this version

+ func GetRecurringTransactions(db *gorm.DB) gin.H

+ type TransactionSequence struct

+ DaysSinceLastTransaction int

+ Interval int

+ Key TransactionSequenceKey

+ Transactions []transaction.Transaction

+ type TransactionSequenceKey struct

+ CreditAccounts string

+ DebitAccounts string

+ Payee string

Jul 23, 2023

Changes in this version

+ func GetCashFlow(db *gorm.DB) gin.H

+ type CashFlow struct

+ Balance float64

+ Checking float64

+ Date time.Time

+ Expenses float64

+ Income float64

+ Investment float64

+ Liabilities float64

+ Tax float64

Jul 9, 2023

Changes in this version

+ func GetAccountGain(db *gorm.DB, account string) gin.H

+ type AccountGain struct

+ Account string

+ OverviewTimeline []Overview

+ Postings []posting.Posting

+ XIRR float64

type Gain

+ Overview Overview

+ Postings []posting.Posting

type LedgerFile

+ Operation string

type Overview

+ BalanceAmount float64

+ NetInvestmentAmount float64

+ type PortfolioAllocationGroups struct

+ Commomdities []string

+ Industry []PortfolioAggregate

+ NameAndSecurityType []PortfolioAggregate

+ Rating []PortfolioAggregate

+ SecurityType []PortfolioAggregate

+ func GetAccountPortfolioAllocation(db *gorm.DB, account string) PortfolioAllocationGroups

Jul 2, 2023

Changes in this version

type FYCapitalGain

+ Tax taxation.Tax

type HarvestBreakdown

+ Tax taxation.Tax

type PostingPair

+ Tax taxation.Tax

Jun 17, 2023

Changes in this version

type InvestmentYearlyCard

+ SavingsRate float64

May 12, 2023

Changes in this version

+ type IncomeYearlyCard struct

+ EndDate time.Time

+ GrossIncome float64

+ NetIncome float64

+ NetTax float64

+ Postings []posting.Posting

+ StartDate time.Time

+ type InvestmentYearlyCard struct

+ EndDate time.Time

+ GrossOtherIncome float64

+ GrossSalaryIncome float64

+ NetExpense float64

+ NetIncome float64

+ NetInvestment float64

+ NetTax float64

+ Postings []posting.Posting

+ StartDate time.Time

+ type ScheduleAL struct

+ Date time.Time

+ Entries []ScheduleALEntry

Apr 22, 2023

Changes in this version

+ func DeleteBackups(file LedgerFile) gin.H

+ func GetFile(file LedgerFile) gin.H

+ type Graph struct

+ Links []Link

+ Nodes []Node

type LedgerFile

+ Versions []string

+ type Link struct

+ Source uint

+ Target uint

+ Value float64

+ type Node struct

+ ID uint

+ Name string

+ type Pair struct

+ Source uint

+ Target uint

Apr 9, 2023

Changes in this version

+ func GetFiles(db *gorm.DB) gin.H

+ func SaveFile(file LedgerFile) gin.H

+ func ValidateFile(file LedgerFile) gin.H

+ type LedgerFile struct

+ Content string

+ Name string

Apr 3, 2023

Changes in this version

+ func GetPortfolioAllocation(db *gorm.DB) gin.H

+ type CommodityBreakdown struct

+ Amount float64

+ CommodityName string

+ ParentCommodityID string

+ Percentage float64

+ SecurityID string

+ SecurityIndustry string

+ SecurityName string

+ SecurityRating string

+ SecurityType string

+ type PortfolioAggregate struct

+ Amount float64

+ Breakdowns []CommodityBreakdown

+ Group string

+ ID string

+ Percentage float64

+ SubGroup string

+ type PortfolioDimension struct

+ FilterFn func(CommodityBreakdown, int) bool

+ Group string

+ GroupFn func(CommodityBreakdown) string

+ SubGroup string

+ SubGroupFn func(CommodityBreakdown) string

+ type SyncRequest struct

+ Journal bool

+ Portfolios bool

+ Prices bool

Feb 19, 2023

Changes in this version

+ func GetTransactions(db *gorm.DB) gin.H

+ type Transaction struct

+ Date time.Time

+ ID string

+ Payee string

+ Postings []posting.Posting

Jan 28, 2023

Changes in this version

+ func Sync(db *gorm.DB) gin.H

Jan 10, 2023

Changes in this version

+ func GetCapitalGains(db *gorm.DB) gin.H

type FYCapitalGain

+ LongTermTax float64

+ PostingPairs []PostingPair

+ ShortTermTax float64

+ TaxableGain float64

type Harvestable

+ Account string

+ TaxCategory string

+ type PostingPair struct

+ Gain float64

+ LongTermTax float64

+ Purchase posting.Posting

+ Sell posting.Posting

+ ShortTermTax float64

+ TaxableGain float64

Nov 20, 2022

Changes in this version

+ var Sections []ScheduleALSection

+ func GetScheduleAL(db *gorm.DB) gin.H

+ type ScheduleALConfig struct

+ Accounts []string

+ Code string

+ type ScheduleALEntry struct

+ Amount float64

+ Section ScheduleALSection

+ type ScheduleALSection struct

+ Code string

+ Details string

+ Section string

Sep 18, 2022

Changes in this version

+ const DATE_FORMAT

+ func GetDiagnosis(db *gorm.DB) gin.H

+ type Issue struct

+ Description string

+ Details string

+ Level Level

+ Summary string

+ type Level string

+ const ERROR

+ const WARN

+ type Rule struct

+ Issue Issue

+ Predicate func(db *gorm.DB) []error

Sep 11, 2022

Changes in this version

+ var CII_START_DATE = time.Parse("2006-01-02", "2001-03-31")

+ var EQUITY_GRANDFATHER_DATE = time.Parse("2006-01-02", "2018-02-01")

+ func GetHarvest(db *gorm.DB) gin.H

+ func GetPrices(db *gorm.DB) gin.H

+ type CapitalGain struct

+ Account string

+ FY map[string]FYCapitalGain

+ Harvestable Harvestable

+ TaxCategory string

+ type FYCapitalGain struct

+ Gain float64

+ PurchasePrice float64

+ SellPrice float64

+ Units float64

+ type HarvestBreakdown struct

+ CurrentPrice float64

+ PurchaseDate time.Time

+ PurchasePrice float64

+ PurchaseUnitPrice float64

+ TaxableUnrealizedGain float64

+ Units float64

+ UnrealizedGain float64

+ type Harvestable struct

+ CurrentUnitDate time.Time

+ CurrentUnitPrice float64

+ GrandfatherUnitPrice float64

+ HarvestBreakdown []HarvestBreakdown

+ HarvestableUnits float64

+ TaxableUnrealizedGain float64

+ TotalUnits float64

+ UnrealizedGain float64

Aug 27, 2022

Changes in this version

+ func GetExpense(db *gorm.DB) gin.H

type YearlyCard

+ NetExpense float64

Aug 9, 2022

Changes in this version

type Breakdown

+ BalanceUnits float64

+ LatestPrice float64

+ type YearlyCard struct

+ EndDate time.Time

+ GrossOtherIncome float64

+ GrossSalaryIncome float64

+ NetIncome float64

+ NetInvestment float64

+ NetTax float64

+ Postings []posting.Posting

+ StartDate time.Time

Jul 10, 2022

Changes in this version

+ func GetIncome(db *gorm.DB) gin.H

+ type AllocationTarget struct

+ Aggregates map[string]Aggregate

+ Current float64

+ Name string

+ Target float64

+ type AllocationTargetConfig struct

+ Accounts []string

+ Name string

+ Target float64

+ type Income struct

+ Date time.Time

+ Postings []posting.Posting

+ type Tax struct

+ EndDate time.Time

+ Postings []posting.Posting

+ StartDate time.Time

Apr 24, 2022

Changes in this version

+ func GetAllocation(db *gorm.DB) gin.H

+ func GetGain(db *gorm.DB) gin.H

+ func GetInvestment(db *gorm.DB) gin.H

+ func GetLedger(db *gorm.DB) gin.H

+ func GetOverview(db *gorm.DB) gin.H

+ func Listen(db *gorm.DB)

+ type Aggregate struct

+ Account string

+ Amount float64

+ Date time.Time

+ MarketAmount float64

+ type Breakdown struct

+ Group string

+ InvestmentAmount float64

+ MarketAmount float64

+ WithdrawalAmount float64

+ XIRR float64

+ type Gain struct

+ Account string

+ OverviewTimeline []Overview

+ XIRR float64

+ type Overview struct

+ Date time.Time

+ GainAmount float64

+ InvestmentAmount float64

+ WithdrawalAmount float64