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bal: document and test --value-at with --budget (#329)

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Simon Michael 2019-05-09 12:23:51 -07:00
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36
hledger/hledger_options.m4.md
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@ -610,22 +610,22 @@ If you find problems - useless reports, misbehaving reports, or error
messages being printed - please report them (with reproducible examples) eg at messages being printed - please report them (with reproducible examples) eg at
[#329](https://github.com/simonmichael/hledger/issues/329). [#329](https://github.com/simonmichael/hledger/issues/329).
| Report type | `--value-at` `transaction`  | `--value-at` `period`  | `--value-at` `DATE`/`now`  | | Report type | `--value-at` `transaction`  | `--value-at` `period`  | `--value-at` `DATE`/`now`  |
|------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------|-------------------------------------------| |------------------------------------|-----------------------------------------------------------|--------------------------------------------------------------|-------------------------------------------------|
| <br>**print** | | | | | <br>**print** | | | |
| posting amounts | value at posting date | value at report end | value at DATE | | posting amounts | value at posting date | value at report end | value at DATE |
| balance assertions/assignments | show unvalued | show unvalued | show unvalued | | balance assertions/assignments | show unvalued | show unvalued | show unvalued |
| <br>**register** | | | | | <br>**register** | | | |
| starting balance with -H | value at day before report start | value at day before report start | value at DATE | | starting balance with -H | value at day before report start | value at day before report start | value at DATE |
| posting amounts | value at posting date | value at report end | value at DATE | | posting amounts | value at posting date | value at report end | value at DATE |
| posting amounts, multiperiod | value each posting at posting date then summarise | value each summary posting at period end | value each summary posting at DATE | | posting amounts, multiperiod | value each posting at posting date then summarise | value each summary posting at period end | value each summary posting at DATE |
| running total/average | sum/average of the displayed values | sum/average of the displayed values | sum/average of the displayed values | | running total/average | sum/average of the displayed values | sum/average of the displayed values | sum/average of the displayed values |
| <br>**balance (bs, cf, is..)** | | | | | <br>**balance (bs, cf, is..)** | | | |
| starting balances with -H | sum of values of previous postings at their posting dates | value at day before report start of sum of previous postings | value at DATE of sum of previous postings | | starting balances with -H | sum of values of previous postings at their posting dates | value at day before report start of sum of previous postings | value at DATE of sum of previous postings |
| balances, simple balance report | sum of values of each posting at posting date | value at period end of sum of postings | value at DATE of sum of postings | | balances, simple balance report | sum of values of each posting at posting date | value at period end of sum of postings | value at DATE of sum of postings |
| balances, multiperiod report | sum of values of each posting at posting date | value at period end of sum of postings | value at DATE of sum of postings | | balances, multiperiod report | sum of values of each posting at posting date | value at period end of sum of postings | value at DATE of sum of postings |
| column/row/grand totals/averages | sum/average of the displayed values | value at period end of sum/average of postings | value at DATE of sum/average of postings | | column/row/grand totals/averages | sum/average of the displayed values | value at period end of sum/average of postings | value at DATE of sum/average of postings |
| budget amounts in --budget reports | ? | ? | ? | | budget amounts in --budget reports | budget-setting periodic txns are valued at posting date | budget-setting periodic txns are valued at period end | budget-setting periodic txns are valued at DATE |
### Some useful value reports ### Some useful value reports
@ -639,8 +639,8 @@ Here are some probably useful reports - please send suggestions if you find out
## Combining -B and -V ## Combining -B and -V
Using -B/--cost together with -V/--value or --value-at is allowed. Using -B/--cost together with -V/--value or --value-at is allowed, but probably not useful.
Let us know if you find a use for this. (Let us know if you find a use for it.)
## Output destination ## Output destination

62
tests/journal/market-prices.test
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@ -492,3 +492,65 @@ Ending balances (historical) in 2000q1:
a || 5 B 5 B 5 B a || 5 B 5 B 5 B
---++------------------------------------ ---++------------------------------------
|| 5 B 5 B 5 B || 5 B 5 B 5 B
# balance --budget. The periodic transactions setting budget amounts
# are valued in the same way as ordinary transactions.
<
P 2000/01/01 A 1 B
P 2000/01/15 A 5 B
P 2000/02/01 A 2 B
P 2000/03/01 A 3 B
P 2000/04/01 A 4 B
~ monthly
(a) 2 A
2000/01/01
(a) 1 A
2000/02/01
(a) 1 A
2000/03/01
(a) 1 A
# 44. budget report, unvalued (for reference).
$ hledger -f- bal -M --budget
Budget performance in 2000q1:
|| Jan Feb Mar
===++============================================================
a || 1 A [ 50% of 2 A] 1 A [ 50% of 2 A] 1 A [ 50% of 2 A]
---++------------------------------------------------------------
|| 1 A [ 50% of 2 A] 1 A [ 50% of 2 A] 1 A [ 50% of 2 A]
# 45. budget report, valued at transaction dates.
$ hledger -f- bal -MTA --budget --value-at=t
Budget performance in 2000q1:
|| Jan Feb Mar Total Average
===++=====================================================================================================
a || 1 B [ 50% of 2 B] 2 B [ 50% of 4 B] 3 B [ 50% of 6 B] 6 B [ 50% of 12 B] 2 B [ 50% of 4 B]
---++-----------------------------------------------------------------------------------------------------
|| 1 B [ 50% of 2 B] 2 B [ 50% of 4 B] 3 B [ 50% of 6 B] 6 B [ 50% of 12 B] 2 B [ 50% of 4 B]
# 46. budget report, valued at period ends.
$ hledger -f- bal -MTA --budget --value-at=p
Budget performance in 2000q1:
|| Jan Feb Mar Total Average
===++=========================================================================================================
a || 5 B [ 50% of 10 B] 2 B [ 50% of 4 B] 3 B [ 50% of 6 B] 9 B [ 50% of 18 B] 3 B [ 50% of 6 B]
---++---------------------------------------------------------------------------------------------------------
|| 5 B [ 50% of 10 B] 2 B [ 50% of 4 B] 3 B [ 50% of 6 B] 9 B [ 50% of 18 B] 3 B [ 50% of 6 B]
# 47. budget report, valued at other date.
$ hledger -f- bal -MTA --budget --value-at=2000-01-15
Budget performance in 2000q1:
|| Jan Feb Mar Total Average
===++==========================================================================================================
a || 5 B [ 50% of 10 B] 5 B [ 50% of 10 B] 5 B [ 50% of 10 B] 15 B [ 50% of 30 B] 5 B [ 50% of 10 B]
---++----------------------------------------------------------------------------------------------------------
|| 5 B [ 50% of 10 B] 5 B [ 50% of 10 B] 5 B [ 50% of 10 B] 15 B [ 50% of 30 B] 5 B [ 50% of 10 B]