server

package
v0.4.1 Latest Latest
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 Go to latest Published: Jul 16, 2023 License: AGPL-3.0 Imports: 33 Imported by: 0

Documentation

Index

Constants

View Source 
const DATE_FORMAT string = "02 Jan 2006"

Variables

View Source 
var Sections []ScheduleALSection

Functions

func DeleteBackups added in v0.3.2 

func DeleteBackups(file LedgerFile) gin.H

func GetAccountGain added in v0.4.0 

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

func GetAllocation 

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

func GetCapitalGains added in v0.2.6 

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

func GetDiagnosis added in v0.2.3 

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

func GetExpense added in v0.2.0 

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

func GetFile added in v0.3.2 

func GetFile(file LedgerFile) gin.H

func GetFiles added in v0.3.1 

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

func GetGain 

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

func GetHarvest added in v0.2.2 

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

func GetIncome added in v0.1.3 

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

func GetInvestment 

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

func GetLedger 

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

func GetOverview 

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

func GetPortfolioAllocation added in v0.3.0 

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

func GetPrices added in v0.2.2 

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

func GetScheduleAL added in v0.2.5 

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

func GetTransactions added in v0.2.9 

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

func Listen 

func Listen(db *gorm.DB)

func SaveFile added in v0.3.1 

func SaveFile(db *gorm.DB, file LedgerFile) gin.H

func Sync added in v0.2.8 

func Sync(db *gorm.DB, request SyncRequest) gin.H

func ValidateFile added in v0.3.1 

func ValidateFile(file LedgerFile) gin.H

Types

type AccountGain added in v0.4.0 

type AccountGain struct {
	Account          string            `json:"account"`
	OverviewTimeline []Overview        `json:"overview_timeline"`
	XIRR             float64           `json:"xirr"`
	Postings         []posting.Posting `json:"postings"`
}

type Aggregate 

type Aggregate struct {
	Date         time.Time `json:"date"`
	Account      string    `json:"account"`
	Amount       float64   `json:"amount"`
	MarketAmount float64   `json:"market_amount"`
}

type AllocationTarget added in v0.1.3 

type AllocationTarget struct {
	Name       string               `json:"name"`
	Target     float64              `json:"target"`
	Current    float64              `json:"current"`
	Aggregates map[string]Aggregate `json:"aggregates"`
}

type AllocationTargetConfig added in v0.1.3 

type AllocationTargetConfig struct {
	Name     string
	Target   float64
	Accounts []string
}

type CapitalGain added in v0.2.2 

type CapitalGain struct {
	Account     string                   `json:"account"`
	TaxCategory string                   `json:"tax_category"`
	FY          map[string]FYCapitalGain `json:"fy"`
}

type CommodityBreakdown added in v0.3.0 

type CommodityBreakdown struct {
	ParentCommodityID string  `json:"parent_commodity_id"`
	CommodityName     string  `json:"commodity_name"`
	SecurityName      string  `json:"security_name"`
	SecurityRating    string  `json:"security_rating"`
	SecurityIndustry  string  `json:"security_industry"`
	Percentage        float64 `json:"percentage"`
	SecurityID        string  `json:"security_id"`
	SecurityType      string  `json:"security_type"`
	Amount            float64 `json:"amount"`
}

type FYCapitalGain added in v0.2.2 

type FYCapitalGain struct {
	Units         float64       `json:"units"`
	PurchasePrice float64       `json:"purchase_price"`
	SellPrice     float64       `json:"sell_price"`
	Tax           taxation.Tax  `json:"tax"`
	PostingPairs  []PostingPair `json:"posting_pairs"`
}

type Gain 

type Gain struct {
	Account  string            `json:"account"`
	Overview Overview          `json:"overview"`
	XIRR     float64           `json:"xirr"`
	Postings []posting.Posting `json:"postings"`
}

type Graph added in v0.3.2 

type Graph struct {
	Nodes []Node `json:"nodes"`
	Links []Link `json:"links"`
}

type HarvestBreakdown added in v0.2.2 

type HarvestBreakdown struct {
	Units             float64      `json:"units"`
	PurchaseDate      time.Time    `json:"purchase_date"`
	PurchasePrice     float64      `json:"purchase_price"`
	CurrentPrice      float64      `json:"current_price"`
	PurchaseUnitPrice float64      `json:"purchase_unit_price"`
	Tax               taxation.Tax `json:"tax"`
}

type Harvestable added in v0.2.2 

type Harvestable struct {
	Account               string             `json:"account"`
	TaxCategory           string             `json:"tax_category"`
	TotalUnits            float64            `json:"total_units"`
	HarvestableUnits      float64            `json:"harvestable_units"`
	UnrealizedGain        float64            `json:"unrealized_gain"`
	TaxableUnrealizedGain float64            `json:"taxable_unrealized_gain"`
	HarvestBreakdown      []HarvestBreakdown `json:"harvest_breakdown"`
	CurrentUnitPrice      float64            `json:"current_unit_price"`
	CurrentUnitDate       time.Time          `json:"current_unit_date"`
}

type Income added in v0.1.3 

type Income struct {
	Date     time.Time         `json:"date"`
	Postings []posting.Posting `json:"postings"`
}

type IncomeYearlyCard added in v0.3.4 

type IncomeYearlyCard struct {
	StartDate   time.Time         `json:"start_date"`
	EndDate     time.Time         `json:"end_date"`
	Postings    []posting.Posting `json:"postings"`
	GrossIncome float64           `json:"gross_income"`
	NetTax      float64           `json:"net_tax"`
	NetIncome   float64           `json:"net_income"`
}

type InvestmentYearlyCard added in v0.3.4 

type InvestmentYearlyCard struct {
	StartDate         time.Time         `json:"start_date"`
	EndDate           time.Time         `json:"end_date"`
	Postings          []posting.Posting `json:"postings"`
	GrossSalaryIncome float64           `json:"gross_salary_income"`
	GrossOtherIncome  float64           `json:"gross_other_income"`
	NetTax            float64           `json:"net_tax"`
	NetIncome         float64           `json:"net_income"`
	NetInvestment     float64           `json:"net_investment"`
	NetExpense        float64           `json:"net_expense"`
	SavingsRate       float64           `json:"savings_rate"`
}

type Issue added in v0.2.3 

type Issue struct {
	Level       Level  `json:"level"`
	Summary     string `json:"summary"`
	Description string `json:"description"`
	Details     string `json:"details"`
}

type LedgerFile added in v0.3.1 

type LedgerFile struct {
	Name      string   `json:"name"`
	Content   string   `json:"content"`
	Versions  []string `json:"versions"`
	Operation string   `json:"operation"`
}

type Level added in v0.2.3 

type Level string
const (
	WARN  Level = "warning"
	ERROR Level = "danger"
)
type Link struct {
	Source uint    `json:"source"`
	Target uint    `json:"target"`
	Value  float64 `json:"value"`
}

type Node added in v0.3.2 

type Node struct {
	ID   uint   `json:"id"`
	Name string `json:"name"`
}

type Overview 

type Overview struct {
	Date                time.Time `json:"date"`
	InvestmentAmount    float64   `json:"investment_amount"`
	WithdrawalAmount    float64   `json:"withdrawal_amount"`
	GainAmount          float64   `json:"gain_amount"`
	BalanceAmount       float64   `json:"balance_amount"`
	NetInvestmentAmount float64   `json:"net_investment_amount"`
}

type Pair added in v0.3.2 

type Pair struct {
	Source uint `json:"source"`
	Target uint `json:"target"`
}

type PortfolioAggregate added in v0.3.0 

type PortfolioAggregate struct {
	Group      string               `json:"group"`
	SubGroup   string               `json:"sub_group"`
	ID         string               `json:"id"`
	Percentage float64              `json:"percentage"`
	Amount     float64              `json:"amount"`
	Breakdowns []CommodityBreakdown `json:"breakdowns"`
}

type PortfolioAllocationGroups added in v0.4.0 

type PortfolioAllocationGroups struct {
	Commomdities        []string             `json:"commodities"`
	NameAndSecurityType []PortfolioAggregate `json:"name_and_security_type"`
	SecurityType        []PortfolioAggregate `json:"security_type"`
	Rating              []PortfolioAggregate `json:"rating"`
	Industry            []PortfolioAggregate `json:"industry"`
}

func GetAccountPortfolioAllocation added in v0.4.0 

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

type PortfolioDimension added in v0.3.0 

type PortfolioDimension struct {
	Group      string
	GroupFn    func(CommodityBreakdown) string
	SubGroup   string
	SubGroupFn func(CommodityBreakdown) string
	FilterFn   func(CommodityBreakdown, int) bool
}

type PostingPair added in v0.2.6 

type PostingPair struct {
	Purchase posting.Posting `json:"purchase"`
	Sell     posting.Posting `json:"sell"`
	Tax      taxation.Tax    `json:"tax"`
}

type Rule added in v0.2.3 

type Rule struct {
	Issue     Issue
	Predicate func(db *gorm.DB) []error
}

type ScheduleAL added in v0.3.4 

type ScheduleAL struct {
	Entries []ScheduleALEntry `json:"entries"`
	Date    time.Time         `json:"date"`
}

type ScheduleALEntry added in v0.2.5 

type ScheduleALEntry struct {
	Section ScheduleALSection `json:"section"`
	Amount  float64           `json:"amount"`
}

type ScheduleALSection added in v0.2.5 

type ScheduleALSection struct {
	Code    string `json:"code"`
	Section string `json:"section"`
	Details string `json:"details"`
}

type SyncRequest added in v0.3.0 

type SyncRequest struct {
	Journal    bool `json:"journal"`
	Prices     bool `json:"prices"`
	Portfolios bool `json:"portfolios"`
}

type Tax added in v0.1.3 

type Tax struct {
	StartDate time.Time         `json:"start_date"`
	EndDate   time.Time         `json:"end_date"`
	Postings  []posting.Posting `json:"postings"`
}

type Transaction added in v0.2.9 

type Transaction struct {
	ID       string            `json:"id"`
	Date     time.Time         `json:"date"`
	Payee    string            `json:"payee"`
	Postings []posting.Posting `json:"postings"`
}

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