mirror of https://github.com/aclindsa/moneygo.git
61 lines
2.0 KiB
Lua
61 lines
2.0 KiB
Lua
function account_series_map(accounts, tabulation)
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map = {}
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for i=1,100 do -- we're not messing with accounts more than 100 levels deep
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all_handled = true
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for id, acct in pairs(accounts) do
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if not map[id] then
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all_handled = false
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if not acct.parent then
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map[id] = tabulation:series(acct.name)
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elseif map[acct.parent.accountid] then
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map[id] = map[acct.parent.accountid]:series(acct.name)
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end
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end
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end
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if all_handled then
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return map
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end
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end
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error("Accounts nested (at least) 100 levels deep")
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end
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function generate()
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year = date.now().year-4
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accounts = get_accounts()
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t = tabulation.new(20)
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t:title(year .. "-" .. date.now().year .. " Quarterly Net Worth")
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series_map = account_series_map(accounts, t:series("Net Worth"))
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default_currency = get_default_currency()
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for month=1,20 do
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end_date = date.new(year, month*3-2, 1)
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t:label(month, tostring(end_date))
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for id, acct in pairs(accounts) do
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series = series_map[id]
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if acct.type ~= account.Expense and acct.type ~= account.Income and acct.type ~= account.Trading then
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balance = acct:balance(end_date)
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multiplier = 1
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if acct.security ~= default_currency then
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price = acct.security:closestprice(default_currency, end_date)
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if price == nil then
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--[[
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-- This should contain code to warn the user that their report is missing some information
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--]]
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multiplier = 0
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else
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multiplier = price.value
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end
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end
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series:value(month, balance.amount * multiplier)
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end
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end
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end
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return t
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end
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