Commit Graph

23 Commits

Author SHA1 Message Date
Simon Michael
1c6702d598 budget: note some todos
[ci skip]
2018-05-17 08:12:14 -07:00
Simon Michael
3bf0f19bb5 budget: another func test against my confusion 2018-05-16 17:23:15 -07:00
Simon Michael
999080af89 fix budget func test 2018-05-16 12:55:06 -07:00
Simon Michael
330c58d2b4 budget: extra func test for something I get confused about with aliases 2018-05-16 11:25:30 -07:00
Simon Michael
9151f5004e budget: show a budget report even with no interval (for whole journal period) 2018-04-24 23:12:42 -07:00
Simon Michael
568a442307 budget: tweak hiding/grouping of unbudgeted accounts
It now works slightly differently. Eg:

- <unbudgeted>'s subaccounts are hidden by default
- --show-unbudgeted shows all unbudgeted accounts, including subaccounts of budgeted parents
- --show-unbudgeted doesn't affect the grouping under <unbudgeted>

IMHO it's a nice simplification and increase in consistency, while still meeting the original intent.
2018-04-24 13:42:12 -07:00
Simon Michael
8759f12b63 budget: more consistent display of percentage 2018-04-23 18:52:28 -07:00
Simon Michael
0c140d7238 budget: allow multi-interval budgets again
Budgets were restricted to a single interval in 1.9, but this was
a mistake. This restores the 1.5 behaviour, where a budget can be built
up from multiple periodic transactions with different intervals.
2018-04-23 18:52:28 -07:00
Simon Michael
43287a3e26 budget: use a new first-class BudgetReport for --budget 2018-04-23 18:52:28 -07:00
Simon Michael
3d4f5600ae journal: infer and balance amounts with standard amount styles (fix #737)
Inferred amounts now have the appropriate standard amount style applied.
And when checking for balanced transactions, amount styles declared with
commodity directives are also used (previously only inferred amount styles were).
2018-04-20 13:40:05 -07:00
Dmitry Astapov
0c835acd18 lib, app: better descriptions for forecast transactions 2018-04-18 16:05:08 -07:00
Dmitry Astapov
93814652f8 lib: auto postings are generated right after posting that triggered them (#729) 2018-04-17 14:33:32 -07:00
Simon Michael
2a87ea56ff budget: refactor; show budget goals even with no or zero actual
This makes budget reports more intuitive. It is a temporary hack which
can misorder columns in some cases (if actual and budget activity
occur in a different range of columns). We should redo this in a more
principled way.
2018-03-30 03:26:32 +01:00
Simon Michael
fc3a71bc46 budget: more tests 2018-03-29 16:36:31 +01:00
Simon Michael
38289686b7 budget: convert tests to format 3 2018-03-29 15:56:09 +01:00
Simon Michael
6f8714cdbd update budget func. tests 2018-03-29 15:49:31 +01:00
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
Dmitry Astapov
58c755df86 lib: fix budget display to always show %% consumed and handle costs
For multi-column balance report, if there are no transactions in the
given period for budgeted account, display [0% of <budget>] for
consistency.

If balance is a mix of commodities, convert to cost basis for the
purposes of computing percent of balance spent.
2017-12-01 15:52:29 -08:00
Dmitry Astapov
8cd58b71ab bal: show percentage of budget spent 2017-11-26 14:57:41 +00:00
Dmitry Astapov
6ea5da2d9d bal: --budget shows budget performance
Budget goals specified with periodic transactions (as with
hledger-budget) can now be displayed in balance report (but not in bs/is/cf).

--budget shows the target amount and percentage alongside the actual
amount, per account and period.

Unbudgeted accounts will be hidden, unless --show-unbudgeted is used.

Budgeted accounts are displayed folded (depth-clipped) at a depth
matching the budget specification. Unbudgeted accounts, if shown, are
displayed at their usual depth (in full detail, or according to --depth).
2017-11-26 14:57:41 +00:00
Dmitry Astapov
23f3da4e92 cli: --auto adds automated postings to reports
Ledger-style automated postings, previously supported only by
hledger-budget, have landed as a first-class feature.  The --auto
flag activates them, so that any postings they generate are
included in reports.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
f101d5b515 cli: --forecast adds periodic transactions to reports
Ledger-style periodic transactions, previously supported only by
hledger-budget, have landed as a first-class feature.  The --forecast
flag activates them, so that any transactions they generate are
included in reports.
2017-11-26 14:57:41 +00:00