217 lines
		
	
	
		
			14 KiB
		
	
	
	
		
			Org Mode
		
	
	
	
	
	
			
		
		
	
	
			217 lines
		
	
	
		
			14 KiB
		
	
	
	
		
			Org Mode
		
	
	
	
	
	
| * Tests for hledger-ui
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| 
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| When you want to check that hledger-ui is working correctly, 
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| run through the following tests, by hand, in an 80x25 terminal. 
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| Each test gives a command to run in this directory, and the first
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| few lines of expected output (and any notes as a # comment).
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| 
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| Once you're familiar with the tests, you can view this file in Emacs
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| org mode (eg) with all body text folded, showing just the test steps
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| and brief expected result.
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| 
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| Another source of tests is the tutorial at https://hledger.org/ui.html,
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| which has nice screenshots, but might be less up to date.
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| 
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| ** hledger-ui -f sample.journal  # shows all accounts in list mode
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| ───────────────────── sample.journal account balances (1/8) ────────────────────
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|  assets:bank:checking    0  # <- selected
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|  assets:bank:saving     $1
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|  assets:cash           $-2
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|  expenses:food          $1
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|  expenses:supplies      $1
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|  income:gifts          $-1
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|  income:salary         $-1
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|  liabilities:debts      $1
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| 
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| ** t  # switches to tree mode
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| ──────────────────── sample.journal account balances (3/13) ────────────────────
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|  assets       $-1
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|   bank         $1
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|    checking     0  # <- selected
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|    saving      $1
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|   cash        $-2
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|  expenses      $2
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|   food         $1
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|   supplies     $1
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|  income       $-2
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|   gifts       $-1
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|   salary      $-1
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|  liabilities   $1
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|   debts        $1
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| 
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| ** 1  # clips accounts to depth 1
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| ─────────────── sample.journal account balances to depth 1 (1/4) ───────────────
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|  assets       $-1  # <- selected
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|  expenses      $2
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|  income       $-2
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|  liabilities   $1
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| 
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| ** RIGHT  # shows assets & subaccounts' transactions (register ignores depth limit)
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| ─────────────────────────── assets transactions (5/5) ──────────────────────────
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|  2008-01-01   income                     in:salary                     $1    $1
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|  2008-06-01   gift                       in:gifts                      $1    $2
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|  2008-06-02   save                       as:ba:saving, as:ba:chec..     0    $2
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|  2008-06-03 * eat & shop                 ex:food, ex:supplies         $-2     0
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|  2008-12-31 * pay off                    li:debts                     $-1   $-1  # <- selected
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| 
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| ** ESC  # reset UI state to initial screen in list mode
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| ───────────────────── sample.journal account balances (1/8) ────────────────────
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|  assets:bank:checking    0  # <- selected
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|  assets:bank:saving     $1
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|  assets:cash           $-2
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|  expenses:food          $1
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|  expenses:supplies      $1
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|  income:gifts          $-1
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|  income:salary         $-1
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|  liabilities:debts      $1
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| 
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| ** / bank  # set a filter, showing only accounts with "bank" in the name
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| ────────────── sample.journal account balances matching bank (1/2) ─────────────
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|  assets:bank:checking   0  # <- selected
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|  assets:bank:saving    $1
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| 
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| ** RIGHT  # shows assets:bank:checking & subaccounts' transactions
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| ───────────── assets:bank:checking transactions matching bank (4/4) ────────────
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|  2008-01-01   income                      in:salary                     $1   $1
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|  2008-06-01   gift                        in:gifts                      $1   $2
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|  2008-06-02   save                        as:ba:saving                 $-1   $1
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|  2008-12-31 * pay off                     li:debts                     $-1    0  # <- selected
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| 
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| ** / SPACE desc:a  # add another filter term, showing only transactions with "a" in the description
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| ───────── assets:bank:checking transactions matching bank desc:a (2/2) ─────────
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|  2008-06-02   save                       as:ba:saving                 $-1   $-1
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|  2008-12-31 * pay off                    as:ba:checking               $-1   $-2  # <- selected
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| 
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| ** RIGHT  # shows transaction detail
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| ───── Transaction #5 (2 of 2 matching bank desc:a in assets:bank:checking) ─────
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|  2008-12-31 * pay off
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|      liabilities:debts                 $1
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|      assets:bank:checking             $-1
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| 
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| ** UP  # shows previous matched transaction
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| ───── Transaction #3 (1 of 2 matching bank desc:a in assets:bank:checking) ─────
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|  2008-06-02 save
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|      assets:bank:saving                $1
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|      assets:bank:checking             $-1
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| 
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| ** DOWN  # shows next matched transaction
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| ───── Transaction #5 (2 of 2 matching bank desc:a in assets:bank:checking) ─────
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|  2008-12-31 * pay off
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|      liabilities:debts                 $1
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|      assets:bank:checking             $-1
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| 
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| ** ?  # shows help dialog over current screen; all content fits unclipped in 80x25, including the last q quit line
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| ┌──────────────────────Help (LEFT/ESC/?/q to close help)──────────────────────┐─
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| │ Navigation                             Filtering                            │
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| │ UP/DOWN/PUP/PDN/HOME/END/k/j/C-p/C-n   /    set a filter query              │
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| │      move selection up/down            F    show future & periodic txns     │
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| │ RIGHT/l/C-f show txns, or txn detail   R    show real/all postings          │
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| │ LEFT/h/C-b  go back                    Z    show nonzero/all amounts        │
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| │ ESC  cancel, or reset app state        U/P/C  show unmarked/pending/cleared │
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| │                                        S-DOWN /S-UP   shrink/grow period    │
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| │ Accounts screen                        S-RIGHT/S-LEFT next/previous period  │
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| │ 1234567890-+  set/adjust depth limit   T              set period to today   │
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| │ t  toggle accounts tree/list mode      DEL  reset filters                   │
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| │ H  toggle historical balance/change                                         │
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| │                                        Other                                │
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| │ Register screen                        a    add transaction (hledger add)   │
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| │ t  toggle subaccount txns              A    add transaction (hledger-iadd)  │
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| │    (and accounts tree/list mode)       B    show amounts/costs              │
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| │ H  toggle historical/period total      E    open editor                     │
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| │                                        I    toggle balance assertions       │
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| │ Help                                   V    show amounts/market values      │
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| │ ?     toggle this help                 g    reload data                     │
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| │ p/m/i while help is open:              C-l  redraw & recenter               │
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| │       show manual in pager/man/info    C-z  suspend                         │
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| │                                        q    quit                            │
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| └─────────────────────────────────────────────────────────────────────────────┘
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| ──── ?:help t:list/tree -+:depth H:end-bals/changes F:forecast a:add q:quit ────
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| 
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| ** q  # q with help dialog open closes it
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| ──── Transaction #5 (1 of 1 matching bank desc:pay in assets:bank:checking) ────
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|  2008-12-31 * pay off
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|      liabilities:debts                 $1
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|      assets:bank:checking             $-1
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| 
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| ** q  # q elsewhere exits the app, terminal is restored to its previous state
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| ~/src/hledger/hledger-ui/test$ hledger-ui -f sample.journal
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| ~/src/hledger/hledger-ui/test$ 
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| 
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| ** hledger-ui -f sample.journal --register checking date:200812  # date query at startup
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| ──── assets:bank:checking transactions matching date:200812 in 2008-12 (1/1) ───
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|  2008-12-31 * pay off                     li:debts                      $-1   0  # <- selected
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| 
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| ** hledger-ui -f sample.journal --register checking date:200812 --change  # total is now $-1
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| ──── assets:bank:checking transactions matching date:200812 in 2008-12 (1/1) ───
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|  2008-12-31 * pay off                    li:debts                     $-1   $-1
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| 
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| ** hledger-ui -f bcexample.journal --tree --register assets  # wide content is elided as shown
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| ───────────────────────── Assets transactions (518/518) ────────────────────────
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|  2014-07-26 * ..  ..      16.00 GLD, -1515.83 USD   ..GLD, 17.00 ITOT, 6 more..
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|  2014-07-31 * ..  ..      2550.60 USD, 4.62 VACHR   ..GLD, 17.00 ITOT, 6 more..
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|  2014-08-03 * ..  ..                 -2400.00 USD   ..GLD, 17.00 ITOT, 6 more..
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| 
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| ** hledger-ui --today 2021-09-01 -f forecast.journal --register a   # future and forecasted txns are hidden by default
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| ───────────────────────────── a transactions (1/1) ─────────────────────────────
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|  0000-01-01   past transaction             a                              1   1
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| 
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| ** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast  # with --forecast, future ordinary txns, and forecasted txns within the default forecast period, are shown
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| ───────────────────────────── a transactions (1/4) ─────────────────────────────
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|  2020-01-01   past transaction             a                              1   1
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|  2021-12-31   near future transaction      a                              2   3
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|  2022-01-01   near future forecast tran..  a                              3   6
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|  2022-02-01   near future forecast tran..  a                              3   9
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| 
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| ** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast 2021  # "=" is required between --forecast and its argument
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| ───────────────────── a transactions matching 2021 (100/0) ─────────────────────
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| 
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| ** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast=2021  # the forecast period can be specified, and this allows forecast txns to overlap ordinary transactions
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| ──────────────────────────── a transactions (14/14) ────────────────────────────
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|  2020-01-01   past transaction             a                             1    1
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|  2021-01-01   near future forecast tran..  a                             3    4
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|  2021-02-01   near future forecast tran..  a                             3    7
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|  2021-03-01   near future forecast tran..  a                             3   10
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|  2021-04-01   near future forecast tran..  a                             3   13
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|  2021-05-01   near future forecast tran..  a                             3   16
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|  2021-06-01   near future forecast tran..  a                             3   19
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|  2021-07-01   near future forecast tran..  a                             3   22
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|  2021-08-01   near future forecast tran..  a                             3   25
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|  2021-09-01   near future forecast tran..  a                             3   28
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|  2021-10-01   near future forecast tran..  a                             3   31
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|  2021-11-01   near future forecast tran..  a                             3   34
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|  2021-12-01   near future forecast tran..  a                             3   37
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|  2021-12-31   near future transaction      a                             2   39
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| 
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| ** press F four times  # the future & forecasted txns are toggled every time (#1411)
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| 
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| ** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast=2021 --watch, press F once  # future/forecasted txns are hidden
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| ───────────────────────────── a transactions (1/1) ─────────────────────────────
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|  2020-01-01   past transaction             a                              1   1
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| 
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| ** with the above still running, touch forecast.journal, press F again  # forecast txns reappear, even with file modified while hidden (#1204)
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| ───────────────────────────── a transactions (1/14) ────────────────────────────
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|  2020-01-01   past transaction             a                             1    1  # <- selected 
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|  2021-01-01   near future forecast tran..  a                             3    4
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|  2021-02-01   near future forecast tran..  a                             3    7
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|  2021-03-01   near future forecast tran..  a                             3   10
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|  2021-04-01   near future forecast tran..  a                             3   13
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|  2021-05-01   near future forecast tran..  a                             3   16
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|  2021-06-01   near future forecast tran..  a                             3   19
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|  2021-07-01   near future forecast tran..  a                             3   22
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|  2021-08-01   near future forecast tran..  a                             3   25
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|  2021-09-01   near future forecast tran..  a                             3   28
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|  2021-10-01   near future forecast tran..  a                             3   31
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|  2021-11-01   near future forecast tran..  a                             3   34
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|  2021-12-01   near future forecast tran..  a                             3   37
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|  2021-12-31   near future transaction      a                             2   39
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| 
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| ** hledger-ui -f 1468.j, 2, RIGHT  # in list mode, register of account above depth limit shows only its transactions
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| ───────────────────────────── a transactions (1/1) ─────────────────────────────
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|  2021-01-01                                a                              1   1
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| 
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| ** LEFT, DOWN, RIGHT  # in list mode, register of account at depth limit also shows subaccounts' transactions (#1468)
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| ──────────────────────────── a:aa transactions (2/2) ───────────────────────────
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|  2021-01-02                              a:aa                          10    10
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|  2021-01-03                              a:aa:aaa                     100   110
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| 
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