# * balance report sorting.      -*- eval:(outshine-mode 1); outline-regexp:"# \\*"; -*-

# ** Default sort, without account declarations

<
2018/1/1
  (b:j)  1

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
  (a:k)  1

# In tree mode, rows are sorted alphabetically by account name, at each tree level. 
# Missing parent accounts are added (b).
$ hledger -f- bal -N --tree
                   1  a:k
                   2  b
                   1    i
                   1    j
                   1  c

# In flat mode, unused parent accounts are not added (b).
$ hledger -f- bal -N --flat
                   1  a:k
                   1  b:i
                   1  b:j
                   1  c

# ** Default sort, with account declarations

<
account b:k
account b:j
account d

2018/1/1
  (a:l)  1

2018/1/1
  (b:i)  1

2018/1/1
  (b:j)  1

2018/1/1
  (b:k)  1

2018/1/1
  (c)    1

2018/1/1
  (d)    1

# With account directives, in tree mode, at each tree level
# declared accounts are sorted first in declaration order, 
# followed by undeclared accounts sorted alphabetically.
# Missing parent accounts are added (b).
# The b:k, b:j declarations affect the subs of b, not b itself.
$ hledger -f- bal -N --tree
                   1  d
                   1  a:l
                   3  b
                   1    k
                   1    j
                   1    i
                   1  c

# In flat mode, unused parent accounts are not added (b).
$ hledger -f- bal -N --flat
                   1  d
                   1  a:l
                   1  b:k
                   1  b:j
                   1  b:i
                   1  c

# ** Sort by amount

# In flat mode with -S, largest (most-positive) amounts are shown first:
<
2018/1/1
  (b:j)  2

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
    (a:k)                                          1

$ hledger -f- bal -N -S --flat
                   2  b:j
                   1  a:k
                   1  b:i
                   1  c

# In tree mode with -S, rows are sorted by largest amount, and then by account name, at each tree level.
$ hledger -f- bal -N -S --tree
                   3  b
                   2    j
                   1    i
                   1  a:k
                   1  c

# In hledger 1.4-1.10, when the larger amount was composed of differently-priced amounts,
# it could get sorted as if smaller. Should work now:
<
2018/1/1
  (a)  2X @ 1Y
  (a)  2X @ 2Y

2018/1/1
  (b)  3X

$ hledger -f- bal -N -S
                  4X  a
                  3X  b

# #1279 in hledger 1.11-1.18, bal -S did not respect the hierarchy. Should work now:
<
2020-01-01
    (a:aa)                                         1
    (a:ab)                                         3
    (b)                                            2

$ hledger -f- bal -N -S --tree
                   4  a
                   3    ab
                   1    aa
                   2  b

# #1287 bal -S -H did not sort by amount, should work now:
$ hledger -f- bal -N -S -H --flat
                   3  a:ab
                   2  b
                   1  a:aa

# #1287 and bal -S --cumulative:
$ hledger -f- bal -N -S --cumulative --flat
                   3  a:ab
                   2  b
                   1  a:aa

# #1283 most-negative amounts are sorted last, so eg largest revenues/liabilities are last:
<
2020-01-01
  (revenues:a)  -1
  (revenues:b)  -3
  (revenues:c)  -2

$ hledger -f- bal -N -S
                  -1  revenues:a
                  -2  revenues:c
                  -3  revenues:b

# This can be worked around by using --invert (sorting happens after sign-flipping):
$ hledger -f- bal -N -S --invert
                   3  revenues:b
                   2  revenues:c
                   1  revenues:a

# Or a sign-flipping command like incomestatement:
$ hledger -f- is -N -S
Income Statement 2020-01-01

            || 2020-01-01 
============++============
 Revenues   ||            
------------++------------
 revenues:b ||          3 
 revenues:c ||          2 
 revenues:a ||          1 
============++============
 Expenses   ||            
------------++------------