6a928a03a8
Changes include: - flat mode now shows exclusive (subaccount-excluding) balances. This is a deviation from ledger, but seems simpler and clearer for users and implementors across the various modes. - in flat mode, --depth now aggregates deeper accounts at the depth limit, rather than just excluding them from the report. This is more useful. - in flat mode, --empty no longer shows parent accounts with no postings. - more tests, more debug output, clearer code
194 lines
7.9 KiB
Plaintext
194 lines
7.9 KiB
Plaintext
# multi-column balance reports
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# 1. Here are the postings used in most tests below:
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hledgerdev -f data/balance-multicol.journal register
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>>>
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2012/12/31 (assets:checking) 10 10
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2013/01/01 (assets:checking) 1 11
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2013/01/15 (assets:checking) -1 10
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2013/02/01 (assets:cash) 1 11
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2013/02/02 (assets) 1 12
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2013/03/01 (assets:checking) 1 13
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>>>=0
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# 2. A period balance (flow) report. --no-total also works but isn't pretty.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --no-total
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>>>
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Change of balance (flow):
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|| 2013/01/01-2013/01/31 2013/02/01-2013/02/28 2013/03/01-2013/03/31
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=================++======================================================================
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assets || 0 1 0
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assets:cash || 0 1 0
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assets:checking || 0 0 1
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-----------------++----------------------------------------------------------------------
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||
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>>>=0
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# 3. With --empty, includes leading/trailing empty periods
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#hledgerdev -f data/balance-multicol.journal balance -p 'quarterly in 2013' --empty
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hledgerdev -f - balance -p 'quarterly in 2013' --empty
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<<<
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2012/12/31
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(a) 10
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2013/1/1
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(a) 1
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2013/3/1
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(a) 1
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>>>
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Change of balance (flow):
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|| 2013/01/01-2013/03/31 2013/04/01-2013/06/30 2013/07/01-2013/09/30 2013/10/01-2013/12/31
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===++=============================================================================================
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a || 2 0 0 0
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---++---------------------------------------------------------------------------------------------
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|| 2 0 0 0
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>>>=0
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# 4. A cumulative ending balance report. Column totals are the sum of
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# the highest-level displayed accounts (here, assets).
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --cumulative
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>>>
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Ending balance (cumulative):
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|| 2013/01/31 2013/02/28 2013/03/31
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=================++=====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 0 0 1
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-----------------++-------------------------------------
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|| 0 2 3
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>>>=0
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# 5. With the assets:cash account excluded. As with a single-column
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# balance --flat report, or ledger's balance --flat, assets' balance
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# includes the displayed subaccount and not the excluded one.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --cumulative not:cash
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>>>
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Ending balance (cumulative):
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|| 2013/01/31 2013/02/28 2013/03/31
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=================++=====================================
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assets || 0 1 1
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assets:checking || 0 0 1
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-----------------++-------------------------------------
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|| 0 1 2
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>>>=0
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# 6. A historical ending balance report.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --historical
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>>>
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Ending balance (historical):
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|| 2013/01/31 2013/02/28 2013/03/31
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=================++=====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 10 10 11
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-----------------++-------------------------------------
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|| 10 12 13
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>>>=0
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# 7. With top-level accounts excluded. As always, column totals are the sum of
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# the highest-level displayed accounts, now assets:cash and assets:checking.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' not:assets$
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>>>
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Change of balance (flow):
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|| 2013/01/01-2013/01/31 2013/02/01-2013/02/28 2013/03/01-2013/03/31
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=================++======================================================================
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assets:cash || 0 1 0
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assets:checking || 0 0 1
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-----------------++----------------------------------------------------------------------
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|| 0 1 1
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>>>=0
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# 8. cumulative:
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' not:assets$ --cumulative
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>>>
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Ending balance (cumulative):
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|| 2013/01/31 2013/02/28 2013/03/31
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=================++=====================================
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assets:cash || 0 1 1
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assets:checking || 0 0 1
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-----------------++-------------------------------------
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|| 0 1 2
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>>>=0
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# 9. historical
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --historical
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>>>
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Ending balance (historical):
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|| 2013/01/31 2013/02/28 2013/03/31
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=================++=====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 10 10 11
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-----------------++-------------------------------------
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|| 10 12 13
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>>>=0
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# --depth
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# 10. A flow report with depth limiting. The depth limit aggregates the three accounts as "assets".
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --depth 1
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>>>
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Change of balance (flow):
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|| 2013/01/01-2013/01/31 2013/02/01-2013/02/28 2013/03/01-2013/03/31
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========++======================================================================
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assets || 0 2 1
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--------++----------------------------------------------------------------------
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|| 0 2 1
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>>>=0
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# 11. As above, but postings in the top-level assets account have been excluded.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --depth 1 assets:
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>>>
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Change of balance (flow):
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|| 2013/01/01-2013/01/31 2013/02/01-2013/02/28 2013/03/01-2013/03/31
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========++======================================================================
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assets || 0 1 1
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--------++----------------------------------------------------------------------
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|| 0 1 1
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>>>=0
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# 12. A cumulative balance report with depth limiting.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --cumulative
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>>>
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Ending balance (cumulative):
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|| 2013/01/31 2013/02/28 2013/03/31
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========++=====================================
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assets || 0 2 3
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--------++-------------------------------------
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|| 0 2 3
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>>>=0
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# 13. A historical balance report with depth limiting.
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hledgerdev -f data/balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --historical
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>>>
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Ending balance (historical):
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|| 2013/01/31 2013/02/28 2013/03/31
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========++=====================================
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assets || 10 12 13
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--------++-------------------------------------
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|| 10 12 13
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>>>=0
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