hledger/hledger-ui/test/uitest.org

* Tests for hledger-ui

When you want to check that hledger-ui is working correctly, 
run through the following tests, by hand, in an 80x25 terminal. 
Each test gives a command to run in this directory, and the first
few lines of expected output (and any notes as a # comment).

Once you're familiar with the tests, you can view this file in Emacs
org mode (eg) with all body text folded, showing just the test steps
and brief expected result.

Another source of tests is the tutorial at https://hledger.org/ui.html,
which has nice screenshots, but might be less up to date.

** hledger-ui -f sample.journal  # shows all accounts in list mode
───────────────────── sample.journal account balances (1/8) ────────────────────
 assets:bank:checking    0  # <- selected
 assets:bank:saving     $1
 assets:cash           $-2
 expenses:food          $1
 expenses:supplies      $1
 income:gifts          $-1
 income:salary         $-1
 liabilities:debts      $1

** t  # switches to tree mode
──────────────────── sample.journal account balances (3/13) ────────────────────
 assets       $-1
  bank         $1
   checking     0  # <- selected
   saving      $1
  cash        $-2
 expenses      $2
  food         $1
  supplies     $1
 income       $-2
  gifts       $-1
  salary      $-1
 liabilities   $1
  debts        $1

** 1  # clips accounts to depth 1
─────────────── sample.journal account balances to depth 1 (1/4) ───────────────
 assets       $-1  # <- selected
 expenses      $2
 income       $-2
 liabilities   $1

** RIGHT  # shows assets & subaccounts' transactions (register ignores depth limit)
─────────────────────────── assets transactions (5/5) ──────────────────────────
 2008-01-01   income                     in:salary                     $1    $1
 2008-06-01   gift                       in:gifts                      $1    $2
 2008-06-02   save                       as:ba:saving, as:ba:chec..     0    $2
 2008-06-03 * eat & shop                 ex:food, ex:supplies         $-2     0
 2008-12-31 * pay off                    li:debts                     $-1   $-1  # <- selected

** ESC  # resets UI state to top menu screen
──────────────────────────────── sample.journal ────────────────────────────────
 All accounts  # <- selected
 Balance sheet accounts (assets, liabilities, equity)
 Income statement accounts (revenues, expenses)

** / bank  # sets a filter query app-wide, affecting all screens

** DOWN RIGHT   # enters the balance sheet screen, showing only ALE accounts restricted to those with "bank" in the name
─────────────── sample.journal balance sheet matching bank (2/2) ───────────────
 assets:bank:checking   0  # <- selected
 assets:bank:saving    $1

** RIGHT  # shows assets:bank:checking & subaccounts' transactions
───────────── assets:bank:checking transactions matching bank (4/4) ────────────
 2008-01-01   income                      in:salary                     $1   $1
 2008-06-01   gift                        in:gifts                      $1   $2
 2008-06-02   save                        as:ba:saving                 $-1   $1
 2008-12-31 * pay off                     li:debts                     $-1    0  # <- selected

** / SPACE desc:a  # add another filter term, showing only transactions with "a" in the description
───────── assets:bank:checking transactions matching bank desc:a (2/2) ─────────
 2008-06-02   save                       as:ba:saving                 $-1   $-1
 2008-12-31 * pay off                    as:ba:checking               $-1   $-2  # <- selected

** RIGHT  # shows transaction detail
───── Transaction #5 (2 of 2 matching bank desc:a in assets:bank:checking) ─────
 2008-12-31 * pay off
     liabilities:debts                 $1
     assets:bank:checking             $-1

** UP  # shows previous matched transaction
───── Transaction #3 (1 of 2 matching bank desc:a in assets:bank:checking) ─────
 2008-06-02 save
     assets:bank:saving                $1
     assets:bank:checking             $-1

** DOWN  # shows next matched transaction
───── Transaction #5 (2 of 2 matching bank desc:a in assets:bank:checking) ─────
 2008-12-31 * pay off
     liabilities:debts                 $1
     assets:bank:checking             $-1

** ?  # shows help dialog over current screen; all content fits unclipped in 80x25, including the last q quit line
┌──────────────────────Help (LEFT/ESC/?/q to close help)──────────────────────┐─
│ Navigation                             Filtering                            │
│ UP/DOWN/PUP/PDN/HOME/END/k/j/C-p/C-n   /    set a filter query              │
│      move selection up/down            F    show future & periodic txns     │
│ RIGHT/l/C-f show txns, or txn detail   R    show real/all postings          │
│ LEFT/h/C-b  go back                    Z    show nonzero/all amounts        │
│ ESC  cancel, or reset app state        U/P/C  show unmarked/pending/cleared │
│                                        S-DOWN /S-UP   shrink/grow period    │
│ Accounts screen                        S-RIGHT/S-LEFT next/previous period  │
│ 1234567890-+  set/adjust depth limit   T              set period to today   │
│ t  toggle accounts tree/list mode      DEL  reset filters                   │
│ H  toggle historical balance/change                                         │
│                                        Other                                │
│ Register screen                        a    add transaction (hledger add)   │
│ t  toggle subaccount txns              A    add transaction (hledger-iadd)  │
│    (and accounts tree/list mode)       B    show amounts/costs              │
│ H  toggle historical/period total      E    open editor                     │
│                                        I    toggle balance assertions       │
│ Help                                   V    show amounts/market values      │
│ ?     toggle this help                 g    reload data                     │
│ p/m/i while help is open:              C-l  redraw & recenter               │
│       show manual in pager/man/info    C-z  suspend                         │
│                                        q    quit                            │
└─────────────────────────────────────────────────────────────────────────────┘
──── ?:help t:list/tree -+:depth H:end-bals/changes F:forecast a:add q:quit ────

** q  # q with help dialog open closes it
──── Transaction #5 (1 of 1 matching bank desc:pay in assets:bank:checking) ────
 2008-12-31 * pay off
     liabilities:debts                 $1
     assets:bank:checking             $-1

** q  # q elsewhere exits the app, terminal is restored to its previous state
~/src/hledger/hledger-ui/test$ hledger-ui -f sample.journal
~/src/hledger/hledger-ui/test$ 

** hledger-ui -f sample.journal --register checking date:200812  # date query at startup
──── assets:bank:checking transactions matching date:200812 in 2008-12 (1/1) ───
 2008-12-31 * pay off                     li:debts                      $-1   0  # <- selected

** hledger-ui -f sample.journal --register checking date:200812 --change  # total is now $-1
──── assets:bank:checking transactions matching date:200812 in 2008-12 (1/1) ───
 2008-12-31 * pay off                    li:debts                     $-1   $-1

** hledger-ui -f bcexample.journal --tree --register assets  # wide content is elided as shown
───────────────────────── Assets transactions (518/518) ────────────────────────
 2014-07-26 * ..  ..      16.00 GLD, -1515.83 USD   ..GLD, 17.00 ITOT, 6 more..
 2014-07-31 * ..  ..      2550.60 USD, 4.62 VACHR   ..GLD, 17.00 ITOT, 6 more..
 2014-08-03 * ..  ..                 -2400.00 USD   ..GLD, 17.00 ITOT, 6 more..
 ...  # <- last item selected

** hledger-ui --today 2021-09-01 -f forecast.journal --register a   # future and forecasted txns are hidden by default
───────────────────────────── a transactions (1/1) ─────────────────────────────
 0000-01-01   past transaction             a                              1   1

** 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
───────────────────────────── a transactions (4/4) ─────────────────────────────
 2020-01-01   past transaction             a                              1   1
 2021-12-31   near future transaction      a                              2   3
 2022-01-01   near future forecast tran..  a                              3   6
 2022-02-01   near future forecast tran..  a                              3   9  # <- selected

** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast 2021  # "=" is required between --forecast and its argument
────────────────────── a transactions matching 2021 (1/0) ──────────────────────


** 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
──────────────────────────── a transactions (14/14) ────────────────────────────
 2020-01-01   past transaction             a                             1    1
 2021-01-01   near future forecast tran..  a                             3    4
 2021-02-01   near future forecast tran..  a                             3    7
 2021-03-01   near future forecast tran..  a                             3   10
 2021-04-01   near future forecast tran..  a                             3   13
 2021-05-01   near future forecast tran..  a                             3   16
 2021-06-01   near future forecast tran..  a                             3   19
 2021-07-01   near future forecast tran..  a                             3   22
 2021-08-01   near future forecast tran..  a                             3   25
 2021-09-01   near future forecast tran..  a                             3   28
 2021-10-01   near future forecast tran..  a                             3   31
 2021-11-01   near future forecast tran..  a                             3   34
 2021-12-01   near future forecast tran..  a                             3   37
 2021-12-31   near future transaction      a                             2   39  # <- selected

** press F four times  # the future & forecasted txns are toggled every time (#1411)

** hledger-ui --today 2021-09-01 -f forecast.journal --register a --forecast=2021 --watch, press F once  # future/forecasted txns are hidden
───────────────────────────── a transactions (2/2) ─────────────────────────────
 2020-01-01   past transaction             a                              1   1
 2021-12-31   near future transaction      a                              2   3  # <- selected 


** with the above still running, touch forecast.journal, press F again  # forecast txns reappear (scrolled a bit), even with file modified while hidden (#1204)
──────────────────────────── a transactions (14/14) ────────────────────────────
 2021-01-01   near future forecast tran..  a                             3    4
 2021-02-01   near future forecast tran..  a                             3    7
 2021-03-01   near future forecast tran..  a                             3   10
 2021-04-01   near future forecast tran..  a                             3   13
 2021-05-01   near future forecast tran..  a                             3   16
 2021-06-01   near future forecast tran..  a                             3   19
 2021-07-01   near future forecast tran..  a                             3   22
 2021-08-01   near future forecast tran..  a                             3   25
 2021-09-01   near future forecast tran..  a                             3   28
 2021-10-01   near future forecast tran..  a                             3   31
 2021-11-01   near future forecast tran..  a                             3   34
 2021-12-01   near future forecast tran..  a                             3   37
 2021-12-31   near future transaction      a                             2   39  # <- selected 

** hledger-ui -f 1468.j, 2, RIGHT  # in list mode, register of account above depth limit shows only its transactions
───────────────────────────── a transactions (1/1) ─────────────────────────────
 2021-01-01                                a                              1   1  # <- selected 

** LEFT, DOWN, RIGHT  # in list mode, register of account at depth limit shows its and subaccounts' transactions (#1468)
──────────────────────────── a:aa transactions (2/2) ───────────────────────────
 2021-01-02                              a:aa                          10    10
 2021-01-03                              a:aa:aaa                     100   110  # <- selected 

** hledger-ui -f sample.journal saving, edit and change the "save" txn description and amount to "NEW" and $22, g  # current screen shows new data after reload
───────────── sample.journal account balances matching saving (1/1) ────────────
 assets:bank:saving  $22

** RIGHT  # newly created screens show new data after reload
───────────── assets:bank:saving transactions matching saving (1/1) ────────────
 2008-06-02   NEW                         as:ba:saving                 $22  $22