Commit Graph

18 Commits

Author SHA1 Message Date
Stephen Morgan
80cf1d1995 !dev: lib: Allow Account to store date-indexed balances.
This upgrades Account to enable it to store a multiperiod balance, with
a separate balance for each date period. This enables it do the hard
work in MultiBalanceReport.

Some new types are created to enable convenient operation of accounts.
- `BalanceData` is a type which stores an exclusive balance, inclusive
  balance, and number of postings. This was previously directly stored
  in Account, but is now factored into a separate data type.
- `PeriodData` is a container which stores date-indexed data, as well as
  pre-period data. In post cases, this represents the report spans,
  along with the historical data.
- Account becomes polymorphic, allowing customisation of the type of
  data it stores. This will usually be `BalanceData`, but in
  `BudgetReport` it can use `These BalanceData BalanceData` to store
  both actuals and budgets in the same structure. The data structure
  changes to contain a `PeriodData`, allowing multiperiod accounts.

Some minor changes are made to behaviour for consistency:
- --declared treats parent accounts consistently.
- --flat --empty ensures that implied accounts with no postings are not displayed, but
  accounts with zero balance and actual postings are.
2025-06-04 23:10:00 -10:00
Simon Michael
a734ba5026 ;dev: update tests for weekly headings change [#2204]
Unfortunately our ci workflow does not reliably detect commit messages
with PRs, and in this case it wrongly identified the commit as a
harmless doc change.
2024-06-25 09:06:29 +01:00
Simon Michael
a871f274c4 fix:bal:budget: don't omit necessary parent accounts in tree mode (#2071)
Parent accounts with no actual or goal amounts would ideally be shown
elided on the same line, but the budget report in tree mode was
omitting them completely. Now --budget always shows them.
The effect is much like forcing --no-elide on, except it might not
show goal amounts that --no-elide does show.

It's not a wonderful fix, but the budget report code is twisty and I
can't afford to spend more time on this.
2024-02-25 01:23:39 -10:00
Simon Michael
ffdde364de imp:bal:budget:csv,tsv output: show 0 not empty when there's no amount 2024-02-24 18:21:42 -10:00
Simon Michael
f82016cf63 dev:budget report:tests: fix numbering 2024-02-24 18:21:42 -10:00
Simon Michael
51224f6e27 fix: bal --budget --layout=tall was hiding commodity symbols
When reports want to render amounts without commmodity symbols,
they must now use AmountDisplayOpts' new displayCommodity flag.
(Previously it was a side effect of setting displayCommodityOrder.)
2023-12-08 05:52:29 -10:00
Simon Michael
f8ffd9cdda imp: more precision handling fixes, debug output, test updates (precisiongeddon)
This and the preceding commits were "work in progress" that got out of control.
There's more to do, but this one brings these precision-related improvements
(at least):

When "infinite decimals" arise, they are now generally shown with
8 decimal digits rather than 255.

print and prices no longer add trailing decimal zeros unnecessarily.

Some code has been refactored or given more debug output.

All tests have been updated to match the recent changes.
2023-11-08 13:59:18 -08:00
Peter Sagerson
efcea0600a feat: cli: Add tsv output (#869)
All commands that suport csv output now also support tsv output. The
data is identical, but the fields are separated by tab characters and
there is no quoting or escaping. Tab, carriage return, and newline
characters in data are converted to spaces (this should rarely if ever
happen in practice).
2023-11-06 16:46:04 -08:00
Simon Michael
65efc8b87f ;dev: tests: add outshine headings for more readability (in emacs) 2023-10-29 00:16:47 +01:00
Simon Michael
7063eba13c fix: bal: budget goal amounts now respect -c styles (fixes #1907) 2022-08-03 17:43:04 +01:00
Simon Michael
7068517f2c fix: bal: budget goals were ignoring rule-specified start date 2022-07-12 10:46:29 +01:00
Simon Michael
42bcbad2fd imp: bal: budget goals now respect -H (#1879) 2022-07-09 09:59:17 +01:00
Stephen Morgan
8cd9e81c34 fix: budget: Make sure boring parents of unbudgeted accounts are not
elided if they have a budget. (#1800)

This only affects calls with --budget and -E, but not with --no-elide.
2022-01-21 09:11:04 -10:00
Simon Michael
d2b799a717 feat: bal: select budget( transaction)s by name (#1612)
This makes it possible to keep multiple named budgets in one journal,
and select the one you want with --budget's argument.

More precisely, you can select the subset of periodic transactions
rules which contain a certain fixed, case-insensitive substring.

Only one such --budget argument is supported, the last one on the
command line takes precedence.
2021-07-23 10:38:20 -10:00
Stephen Morgan
edaaef897b lib: Do not include price directives in journalDateSpan. Only include
price directives after the last transaction/posting date if using
--value=end.

Also enlarges the reportspan to encompass full intervals for budget
goals.
2021-03-03 05:26:55 -08:00
Simon Michael
6948b05db6 ;bal: budget: add tests clarifying a surprising behaviour 2020-11-19 15:15:04 -08:00
Simon Michael
5bb9006b6c bal: support CSV output for --budget reports (#1155) 2020-11-18 16:29:04 -08:00
Simon Michael
ec2a774b18 cli, lib: move functional tests into hledger/test/ 2020-11-16 08:47:41 -08:00