matiu2 / docucount

A Wt program to help me do my accounts

Quick and Easy Accounting

Concept:

1. Import transactions from bank website
2. Create a regex to match transactions
3. Apply tags to all transactions that fit that regex
4. Once all transactions are tagged, craete reports for certain tags

For example:

 1. Any transaction with the name "Dick Smith" is tagged 'elerctronic equipment'
 2. In your expernse report you say 'electronic equipment'

Code Layout
----------

It uses a MVC (Model View Controller) style.

    +--model
    |-+app-root
    | \--templates
    \--view

Everything in the base directory is part of the controller layer; it just hooks up the model and the view.
Everything in the 'model' directory represents objects from our problem domain.
Everything in the 'widgets' and 'app-root/templates' directories are part of the view layer.

Data Object Types
-----------------

 * Entity (person or company etc)
   * name
   * accounts
 * Account
   * name
   * number
   * start date
   * start balance
 * Transaction
   * id
   * account
   * description
   * date
   * amount
   * Tags -<
 * Tag
   * name
   * Transactions -<
 * Regex
   * name
   * regex
 * Report
   * name
   * Tags to include -<
 * Import - Records as import (so you can undo an import later)
   * name
   * date
   * regex value -- Applied to the CSV
   * Transactions -<
   * original csv data

Gui Pages
---------

 * Import transactions
 * List Transactions
 * Create Regex
 * List Regexs
 * Create Tags
 * List Tags