transaction_plan,-class {businessPlanR}

S4 Class transaction_plan

Description

This is a container class for multiple objects of either class depreciation or loan, similar to operations for revenues and expenses. Its main data frame stores each transaction object in multiple rows. Investment have three rows, investment, depreciation, and remaining value, while loans have six named balance_start, interest, principal, total, cumsum, and balance_remain, repectively. This makes it easier to create nice overview tables via kable_bpR.

Details

The data frame has four meta data columns, type, category, name, and part, followed by a column for each month covered by any of the contained transaction objects. The first three columns take their values from the respective object, while the fourth, part, defines the rows as explained earlier.

Slots

plan_type

One of "depreciation" or "loan", defining which type of transactions are accumulated in the object.

plan

A data frame with three rows for each depreciation or six for each loan class object added to it, e.g., via update_plan.

Constructor function

Should you need to manually generate objects of this class, the constructor function transaction_plan(...) can be used instead of new("transaction_plan", ...).

Examples

depreciation_printer <- depreciation(
    type="Depreciation",
    category="Office",
    name="Printer",
    amount=100,
    obsolete=36,
    invest_month="2019.04"
)
depreciation_laptop <- depreciation(
    type="Depreciation",
    category="Office",
    name="Laptop",
    amount=1200,
    obsolete=36,
    invest_month="2019.02"
)
# initialize an empty plan
dep_plan <- transaction_plan()
# add your assets to the plan
update_plan(dep_plan) <- depreciation_printer
update_plan(dep_plan) <- depreciation_laptop