Include description and reference number in transaction summaries

Message

format-transaction-summary now shows the merchant/description from the transaction details dict and appends the reference number in brackets. Exported transaction-description from (tally sync) for reuse.

Changed

 src/tally/sync.sgl  |  3 ++-
 src/tally/tools.sgl | 19 +++++++++++++------
 2 files changed, 15 insertions(+), 7 deletions(-)

Diff

src/tally/sync.sglmodified

@@ -13,7 +13,8 @@

13

(export tally-pull-transactions

14

tally-map-transaction

15

tally-map-to-journal

−16

tally-import)

+16

tally-import

+17

transaction-description)

18

(begin

19

20

;;; Pull transactions from Wise for a date range.

src/tally/tools.sglmodified

@@ -62,13 +62,20 @@

62

(wise-profile-id (car profiles))

63

(error "No Wise profiles found"))))))

64

−65

;;; Format a wise-transaction as a one-line summary string.

+65

;;; Format a wise-transaction as a summary string with description and ref.

66

(define (format-transaction-summary txn)

−67

(string-append

−68

(wise-transaction-date txn) " "

−69

(wise-transaction-type txn) " "

−70

(number->string (wise-transaction-amount txn)) " "

−71

(wise-transaction-currency txn)))

+67

(let* ((details (wise-transaction-details txn))

+68

(desc (transaction-description details))

+69

(ref (wise-transaction-reference-number txn)))

+70

(string-append

+71

(wise-transaction-date txn) " "

+72

(wise-transaction-type txn) " "

+73

(number->string (wise-transaction-amount txn)) " "

+74

(wise-transaction-currency txn) " "

+75

desc

+76

(if (and ref (not (string-empty? ref)))

+77

(string-append " [" ref "]")

+78

""))))

79

80

;;; Format a wise-balance as a display string with optional reserved amount.

81

(define (format-balance-summary bal)