Commit Graph

25 Commits

Author SHA1 Message Date
Michael Kainer
79ca4a767e cli: Add -% to compound balance commands
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.

This option is especially useful for the balance and incomestatement
commands.

If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.

In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
2019-11-18 17:10:59 -08:00
Simon Michael
ec56c45c6b ;tests: flatten functional test files a bit
[ci skip]
2019-07-08 08:28:03 +01:00
Dmitry Astapov
5711cdf9ba cli: added --transpose to "balance" command 2019-01-24 15:06:35 -08:00
Simon Michael
ef5e7511c2 tests: fix balance/sorting.test with released shelltest
It was using org-style nodes for organisation, which requires
a shelltest dev build.
2018-09-22 21:58:00 -10:00
Simon Michael
3de8c11de1 journal: a new account sorting mechanism, and a bunch of sorting fixes
A bunch of account sorting changes that got intermingled.

First, account codes have been dropped. They can still be parsed and
will be ignored, for now. I don't know if anyone used them.
Instead, account display order is now controlled by the order of account
directives, if any. From the mail list:

  I'd like to drop account codes, introduced in hledger 1.9 to control
  the display order of accounts. In my experience,

  - they are tedious to maintain
  - they duplicate/compete with the natural tendency to arrange account
    directives to match your mental chart of accounts
  - they duplicate/compete with the tree structure created by account
    names

  and it gets worse if you think about using them more extensively,
  eg to classify accounts by type.

  Instead, I plan to just let the position (parse order) of account
  directives determine the display order of those declared accounts.
  Undeclared accounts will be displayed after declared accounts,
  sorted alphabetically as usual.

Second, the various account sorting modes have been implemented more
widely and more correctly. All sorting modes (alphabetically, by account
declaration, by amount) should now work correctly in almost all commands
and modes (non-tabular and tabular balance reports, tree and flat modes,
the accounts command). Sorting bugs have been fixed, eg #875.
Only the budget report (balance --budget) does not yet support sorting.

Comprehensive functional tests for sorting in the accounts and balance
commands have been added. If you are confused by some sorting behaviour,
studying these tests is recommended, as sorting gets tricky.
2018-09-22 21:45:07 -10:00
Simon Michael
a5d70debbb cli: disable failing test (#727) 2018-04-08 18:38:54 -07:00
Simon Michael
cc1db7be98 bal: failing test for account code sorting (#727)
[ci skip]
2018-04-06 05:42:00 -07:00
Simon Michael
10a4392b24 update functional tests for new monthly headings 2018-03-29 14:54:36 +01:00
Simon Michael
e491f513a1 cli: tabular reports no longer have a trailing blank line added
Tabular reports from bal, bs etc. have until now been rendered on
the terminal with one final blank line, for readability.
This change drops the blank line.

This is consistent with the non-tabular balance and register output
(not print, which is a special case), and with most unix commands.
The real reason for it, which I admit is flimsy, is that I can now omit
the final delimiter (>=0) when using shelltestrunner 1.9's new format,
making functional tests easier to maintain and more readable.
If there's opposition, this could be reverted.
2018-01-23 12:47:56 -08:00
Simon Michael
e43c430a61 bal: clarify some todo tests, use shelltestrunner's format 3 2018-01-23 12:17:14 -08:00
Simon Michael
b9571bd088 bal/bs/cf/is: consistently separate columns with a double space
Previously, amounts wider than the column headings would be separated
by only a single space. Also there was an extra space before the first
column.
2017-07-27 09:09:03 -07:00
Moritz Kiefer
f4b3f1c094 Add an option to use unicode in balance tables (#528)
* Add an option to use unicode in balance tables

fixes #522

* Add a test for unicode tables

* Document --pretty-tables

* Support --pretty-tables in BalanceView
2017-03-29 11:12:01 -07:00
Joshua Kehn
4f00925ad5 [TEST] Add balance/cashflow/incomestatement shelltest
These pass the current version of hledger available on homebrew and
cover the bug reported in #514 and fixed in #515.
2017-03-20 10:04:28 -04:00
Simon Michael
3ae8712bbc rename data/ to examples/ 2017-01-08 07:26:13 -08:00
Simon Michael
18bed45e1a bal: draft some tests for #373 2016-09-21 09:34:01 -07:00
Simon Michael
cc98ee39f7 balance, lib: --format/StringFormat improvements
The balance command's --format option (in single-column mode) can now
adjust the rendering of multi-line strings, such as amounts with multiple
commodities. To control this, begin the format string with one of:

 %_  - renders on multiple lines, bottom-aligned (the default)
 %^  - renders on multiple lines, top-aligned
 %,  - render on one line, comma-separated

Also the final total (and the line above it) now adapt themselves to a
custom format.
2015-08-19 20:53:51 -07:00
Simon Michael
21d9945ba9 tests: make functional tests use "hledger" again
Using "hledgerdev" was a hack to help ensure that tests used a fresh
developer build by default. Now they specify "hledger" again, which fits
better with stack. It's up to the tester to make sure the desired
executable is first in PATH or specified with -w. (Note a couple of
tests currently don't obey -w and will always run "hledger", see addons.test).
2015-07-12 12:29:53 -07:00
Simon Michael
95ced2da80 balance: fix partially-visible totals row
With --no-total in a periodic (non-cumulative, non-historical) balance
report, hide the totals row completely, as in the other modes.
2014-12-27 16:46:37 -08:00
Simon Michael
855d4e1131 balance: with --tree and --flat, use the last (fix #219) 2014-12-05 12:56:33 -08:00
Simon Michael
7f6cf1f849 balance, register, register-csv: depth 0 shows summary items (#206)
Previously, a depth:0 query produced an empty report (since there are no
level zero accounts). Now, it aggregates all data into one summary item
with account name "...".

This makes it easier to see the kind of data Gwern was looking for from
register-csv (net worth over time). Eg this shows one line per month
summarising the total of assets and liabilities:

hledger register-csv -- -MHE ^assets ^liabilities depth:0

Single and multi-column balance reports behave similarly.
2014-10-19 17:53:20 -07:00
Simon Michael
7fb154f820 balance: include report span in title 2014-07-26 17:29:20 -07:00
Simon Michael
ca43eab47a balance: simplify multicolumn report titles slightly 2014-07-26 17:09:29 -07:00
Simon Michael
a7f7c3181f balance: show compact headings for common intervals
In periodic multicolumn balance reports, column headings now show a more
compact description of common periods (years, half-years, quarters,
months, weeks) for better readability and screen space efficiency.
2014-07-26 16:54:18 -07:00
Simon Michael
18716f2908 some missing functional test files 2014-05-09 17:48:51 -07:00
Simon Michael
d1a3516c70 reorganise functional tests by command/topic 2014-05-06 21:02:58 -07:00