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New budgeting system #2

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hsoft opened this issue Jun 22, 2013 · 13 comments
Closed

New budgeting system #2

hsoft opened this issue Jun 22, 2013 · 13 comments

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@hsoft
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@hsoft hsoft commented Jun 22, 2013

Rather than having budgeting set into accounts, simply add a "Budget" checkbox in the transaction info. Budget transaction will behave like recurrent transactions, except that transactions that occur in their recurrence period will affect their amount, in the sense that money flowing in an out of income/expense accounts will be offset in the budget transaction.

@hsoft hsoft closed this Jun 22, 2013
@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [7]) [#2] added budget transaction/entry. however, the code is highly ugly for now (there's a separate budgeting system for transactions and for sheets/graphs).

@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [8]) [#2] Refactoring. Created model.budget and moved some of the logic from model.oven over there.

@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [10]) [#2] The budget spawns are now placed at the end of every recurrence period.

@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [11]) [#2] Converted the Account.budgeted_amount() logic to the new recurrence based logic. (whew, this was complicated! and it ain't even completely done yet...)

@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [12]) [#2] Moved the budget calculations up in Document (in preparation for them being schedule based rather than account based)

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@hsoft hsoft commented Jun 22, 2013

(from [43]) [#2] The BudgetSpawns now have budget targets among their splits.

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@hsoft hsoft commented Jun 22, 2013

(from [44]) [#2] Budget now increment balances in etable again. This required a new balance field in Entry, and some little refactoring.

@hsoft
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@hsoft hsoft commented Jun 22, 2013

(from [45]) [#2] Started the process of moving budgeting off the Account class. For now, changing budgets also change an additional list of Budget instances, which will replace Account.budget and Account.budget_target soon enough.

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@hsoft hsoft commented Jun 22, 2013

(from [46]) [#2] Removed budget info from Account. It's now exclusively in BudgetList.

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@hsoft hsoft commented Jun 22, 2013

After re-thinking about it for a while, I came to the conclusion that this "Budget" checkbox in the transaction panel was not a very intuitive way of setting budgets and that I should implement #3 before going any further with this ticket.

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@hsoft hsoft commented Jun 22, 2013

(from [76]) [#2] 2 budgets with the same account will now correctly be computed.

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@hsoft hsoft commented Jun 22, 2013

(from [77]) [#2] Fixed calculations for budget with a repeat type other than 'Monthly'.

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@hsoft hsoft commented Jun 22, 2013

(from [78]) [#2 state:fixed] Fixed a few UI glitches, and gave the budget spawns a different icon in ttable and etable.

fokusov added a commit to fokusov/moneyguru that referenced this issue Apr 17, 2015
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