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New budgeting system

#2

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.

Reported by Virgil Dupras · May 31st, 2009 @ 11:55 AM

State: fixed
Milestone: v1.6
Assigned to: Virgil Dupras Virgil Dupras

Activity

  1. Virgil Dupras
  2. Virgil Dupras
  3. Virgil Dupras
    Virgil Dupras
    • State changed from new to open
    • Assigned user set to Virgil Dupras

    June 1st, 2009 @ 04:33 PM

  4. Virgil Dupras
    Virgil Dupras

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

    June 3rd, 2009 @ 05:52 PM

  5. Virgil Dupras
    Virgil Dupras

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

    June 4th, 2009 @ 04:08 PM

  6. Virgil Dupras
    Virgil Dupras

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

    June 5th, 2009 @ 10:16 AM

  7. Virgil Dupras
    Virgil Dupras

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

    June 5th, 2009 @ 12:56 PM

  8. Virgil Dupras
    Virgil Dupras

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

    June 5th, 2009 @ 06:28 PM

  9. Virgil Dupras
    Virgil Dupras

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

    August 8th, 2009 @ 03:45 PM

  10. Virgil Dupras
    Virgil Dupras

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

    August 8th, 2009 @ 06:01 PM

  11. Virgil Dupras
    Virgil Dupras

    (from [45]) [#2 New budgeting system] 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.

    August 9th, 2009 @ 01:20 PM

  12. Virgil Dupras
    Virgil Dupras

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

    August 9th, 2009 @ 04:58 PM

  13. Virgil Dupras
    Virgil Dupras

    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 View for scheduled/budgeted transactions before going any further with this ticket.

    August 11th, 2009 @ 02:19 PM

  14. Virgil Dupras
    Virgil Dupras

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

    August 24th, 2009 @ 02:17 PM

  15. Virgil Dupras
    Virgil Dupras

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

    August 24th, 2009 @ 03:18 PM

  16. Virgil Dupras
    Virgil Dupras
    • State changed from open to fixed

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

    August 24th, 2009 @ 05:38 PM

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