# balance --budget tests

2016/12/01
    expenses:food  $10
    assets:cash

2016/12/02
    expenses:food  $9
    assets:cash

2016/12/03
    expenses:food  $11
    assets:cash

2016/12/02
    expenses:leisure  $5
    assets:cash

2016/12/03
    expenses:movies  $25
    assets:cash

2016/12/03
    expenses:cab  $15
    assets:cash

~ daily from 2016/1/1
    expenses:food     $10
    expenses:leisure  $15
    assets:cash


# 1. Test --budget switch
$ hledger -f- bal -D -b 2016-12-01 -e 2016-12-04 --budget
Budget performance in 2016-12-01..2016-12-03:

                  ||           2016-12-01            2016-12-02            2016-12-03 
==================++==================================================================
 assets           || $-10 [  40% of $-25]  $-14 [  56% of $-25]  $-51 [ 204% of $-25] 
 assets:cash      || $-10 [  40% of $-25]  $-14 [  56% of $-25]  $-51 [ 204% of $-25] 
 expenses         ||  $10 [  40% of  $25]   $14 [  56% of  $25]   $51 [ 204% of  $25] 
 expenses:food    ||  $10 [ 100% of  $10]    $9 [  90% of  $10]   $11 [ 110% of  $10] 
 expenses:leisure ||    0 [   0% of  $15]    $5 [  33% of  $15]     0 [   0% of  $15] 
------------------++------------------------------------------------------------------
                  ||    0 [            0]     0 [            0]     0 [            0] 

# 2. -E
$ hledger -f- bal -D -b 2016-12-01 -e 2016-12-04 --budget -E
Budget performance in 2016-12-01..2016-12-03:

                  ||           2016-12-01            2016-12-02            2016-12-03 
==================++==================================================================
 assets           || $-10 [  40% of $-25]  $-14 [  56% of $-25]  $-51 [ 204% of $-25] 
 assets:cash      || $-10 [  40% of $-25]  $-14 [  56% of $-25]  $-51 [ 204% of $-25] 
 expenses         ||  $10 [  40% of  $25]   $14 [  56% of  $25]   $51 [ 204% of  $25] 
 expenses:cab     ||    0                     0                   $15                 
 expenses:food    ||  $10 [ 100% of  $10]    $9 [  90% of  $10]   $11 [ 110% of  $10] 
 expenses:leisure ||    0 [   0% of  $15]    $5 [  33% of  $15]     0 [   0% of  $15] 
 expenses:movies  ||    0                     0                   $25                 
------------------++------------------------------------------------------------------
                  ||    0 [            0]     0 [            0]     0 [            0] 

# 3. Test that budget works with mix of commodities
<
2016/12/01
    expenses:food  £10 @@ $15
    assets:cash

2016/12/02
    expenses:food  10 CAD @ $1
    assets:cash

2016/12/02
    expenses:food  10 CAD @ $1.1
    assets:cash

2016/12/03
    expenses:food  $11
    assets:cash

2016/12/02
    expenses:leisure  $5
    assets:cash

2016/12/03
    expenses:movies  $25
    assets:cash

2016/12/03
    expenses:cab  $15
    assets:cash

~ daily from 2016/1/1
    expenses:food     $10
    expenses:leisure  $15
    assets:cash

$ hledger -f- bal -D -b 2016-12-01 -e 2016-12-04 --budget
Budget performance in 2016-12-01..2016-12-03:

                  ||                 2016-12-01                    2016-12-02                  2016-12-03 
==================++======================================================================================
 assets           ||       $-15 [  60% of $-25]          $-26 [ 104% of $-25]        $-51 [ 204% of $-25] 
 assets:cash      ||       $-15 [  60% of $-25]          $-26 [ 104% of $-25]        $-51 [ 204% of $-25] 
 expenses         ||        £10 [          $25]    $5, 20 CAD [          $25]         $51 [ 204% of  $25] 
 expenses:food    ||        £10 [          $10]        20 CAD [          $10]         $11 [ 110% of  $10] 
 expenses:leisure ||          0 [   0% of  $15]            $5 [  33% of  $15]           0 [   0% of  $15] 
------------------++--------------------------------------------------------------------------------------
                  ||  $-15, £10 [            0]  $-21, 20 CAD [            0]           0 [            0] 

# 4. --budget with no interval shows total budget for the journal period
# (in tabular format). 
<
~ daily
  (a)  10

~weekly
  (b)  100

~weekly
  (c)  1000

2018/1/1
  (a)  1
  (b)  1
  (c)  1

2018/1/3
  (a)  1
  (b)  1
  (c)  1

$ hledger -f- bal --budget
Budget performance in 2018-01-01..2018-01-03:

   || 2018-01-01..2018-01-03 
===++========================
 a ||      2 [   7% of   30] 
 b ||      2 [   2% of  100] 
 c ||      2 [   0% of 1000] 
---++------------------------
   ||      6 [   1% of 1130] 

# 5. Multiple periodic transactions with different intervals are combined. 
# Budget goals with lower frequency than the report are posted in the 
# appropriate intermittent periods. 
$ hledger -f- bal --budget -D
Budget performance in 2018-01-01..2018-01-03:

   ||        2018-01-01         2018-01-02         2018-01-03 
===++=========================================================
 a || 1 [  10% of   10]  0 [   0% of   10]  1 [  10% of   10] 
 b || 1 [   1% of  100]  0 [            0]  1 [            0] 
 c || 1 [   0% of 1000]  0 [            0]  1 [            0] 
---++---------------------------------------------------------
   || 3 [   0% of 1110]  0 [   0% of   10]  3 [  30% of   10] 

# 6. Budget goals with higher frequency than the report get added up appropriately.
$ hledger -f- bal --budget -W
Budget performance in 2018-01-01W01:

   ||     2018-01-01W01 
===++===================
 a || 2 [   7% of   30] 
 b || 2 [   2% of  100] 
 c || 2 [   0% of 1000] 
---++-------------------
   || 6 [   1% of 1130] 

# 7. A bounded two day budget. The end date is exclusive as usual.
<
~ daily from 2018/1/2 to 2018/1/4
  (a)  1

2018/1/1
  (a)  1
  (b)  1

2018/1/2
  (a)  1
  (b)  1

2018/1/3
  (a)  1
  (b)  1

2018/1/4
  (a)  1
  (b)  1

$ hledger -f- bal --budget -D
Budget performance in 2018-01-01..2018-01-04:

              ||     2018-01-01      2018-01-02      2018-01-03      2018-01-04 
==============++================================================================
 <unbudgeted> || 1               1               1               1              
 a            || 1               1 [ 100% of 1]  1 [ 100% of 1]  1              
--------------++----------------------------------------------------------------
              || 2               2 [ 200% of 1]  2 [ 200% of 1]  2              

# 8. Multiple bounded budgets.
<
~ daily from 2018/1/1 to 2018/1/3
  (a)  1

~ daily from 2018/1/3 to 2018/1/5
  (a)  10

2018/1/1
  (a)  1

2018/1/2
  (a)  1

2018/1/3
  (a)  1

2018/1/4
  (a)  1

$ hledger -f- bal --budget -D
Budget performance in 2018-01-01..2018-01-04:

   ||      2018-01-01       2018-01-02       2018-01-03       2018-01-04 
===++====================================================================
 a || 1 [ 100% of  1]  1 [ 100% of  1]  1 [  10% of 10]  1 [  10% of 10] 
---++--------------------------------------------------------------------
   || 1 [ 100% of  1]  1 [ 100% of  1]  1 [  10% of 10]  1 [  10% of 10] 

# 9. A "from A to B" budget should not be included in a report beginning on B.
$ hledger -f- bal --budget -D -b 2018/1/3
Budget performance in 2018-01-03..2018-01-04:

   ||      2018-01-03       2018-01-04 
===++==================================
 a || 1 [  10% of 10]  1 [  10% of 10] 
---++----------------------------------
   || 1 [  10% of 10]  1 [  10% of 10] 

<
~ daily
  (a)  1

2018/1/2
  (a)  2

2018/1/2
  (a)  -2

# 10. accounts with non-zero budget should be shown by default 
# even if there are no actual transactions in the period,
# or if the actual amount is zero.
$ hledger -f- bal --budget -D date:2018/1/1-2018/1/3
Budget performance in 2018-01-01..2018-01-02:

   ||     2018-01-01      2018-01-02 
===++================================
 a || 0 [   0% of 1]  0 [   0% of 1] 
---++--------------------------------
   || 0 [   0% of 1]  0 [   0% of 1] 

# 11. With -E, zeroes are shown
$ hledger -f- bal --budget -D date:2018/1/1-2018/1/3 -E
Budget performance in 2018-01-01..2018-01-02:

   ||     2018-01-01      2018-01-02 
===++================================
 a || 0 [   0% of 1]  0 [   0% of 1] 
---++--------------------------------
   || 0 [   0% of 1]  0 [   0% of 1] 

# 12. subaccounts of budgeted accounts count towards budget
<
~ daily
  (a)      1

2018/1/1
  (a:b)    1

$ hledger -f- bal --budget -N
Budget performance in 2018-01-01:

   ||     2018-01-01 
===++================
 a || 1 [ 100% of 1] 

# 13. budget goals on both parent and subaccounts are counted
<
~ daily
  (a)        100
  (a:b:c)      1

2018/1/1
  (a)          1
  (a:b:c)      1

$ hledger -f- bal --budget
Budget performance in 2018-01-01:

       ||       2018-01-01 
=======++==================
 a     || 2 [   2% of 101] 
 a:b   || 1 [ 100% of   1] 
 a:b:c || 1 [ 100% of   1] 
-------++------------------
       || 2 [   2% of 101] 

# 14. tree mode
$ hledger -f- bal --budget --tree
Budget performance in 2018-01-01:

       ||       2018-01-01 
=======++==================
 a     || 2 [   2% of 101] 
   b   || 1 [ 100% of   1] 
     c || 1 [ 100% of   1] 
-------++------------------
       || 2 [   2% of 101] 

# TODO: respect hierarchy when sorting in tree mode

# TODO: respect --sort-amount

# 15. respect --value
<
P 2018/01/26 SHARE €10

2018/05/17 Dividend
    revenue:dividend       €-10
    assets:pension          €10

2018/05/17 Buy
    assets:pension:shares   1 SHARE @ €10
    assets:pension          €-10

~ monthly from 2018/06 to 2018/07
    assets:pension                    €1
    assets:bank

$ hledger -f - bal -M --budget --cumulative --forecast -V
Budget performance in 2018-05-01..2018-06-30, valued at period ends:

                ||                 May                  Jun 
================++==========================================
 <unbudgeted>   || €-10                 €-10                
 assets         ||  €10                  €10 [           0] 
 assets:bank    ||    0                  €-1 [ 100% of €-1] 
 assets:pension ||  €10                  €11 [1100% of  €1] 
----------------++------------------------------------------
                ||    0                    0 [           0] 

# 16. With subaccounts, child accounts are properly included in the parent balance when budget is checked
<
~ monthly from 2019/01
    expenses:personal             $1,000.00
    liabilities

2019/01/01 Google home hub and home mini x2
    expenses:personal:electronics          $10.00
    liabilities                           $-10.00

2019/01/02 Google Home Hub Permium Subscription
    expenses:personal:electronics:upgrades          $10.00
    liabilities                           $-10.00

2019/01/03 Something else
    expenses:personal          $30.00
    liabilities                           $-30.00

$ hledger -f- bal --budget
Budget performance in 2019-01-01..2019-01-03:

                   ||       2019-01-01..2019-01-03 
===================++==============================
 expenses          ||  $50.00 [   5% of $1,000.00] 
 expenses:personal ||  $50.00 [   5% of $1,000.00] 
 liabilities       || $-50.00 [   5% of $-1000.00] 
-------------------++------------------------------
                   ||       0 [                 0] 

# 17.
$ hledger -f- bal --budget -E
Budget performance in 2019-01-01..2019-01-03:

                                        ||       2019-01-01..2019-01-03 
========================================++==============================
 expenses                               ||  $50.00 [   5% of $1,000.00] 
 expenses:personal                      ||  $50.00 [   5% of $1,000.00] 
 expenses:personal:electronics          ||  $20.00                      
 expenses:personal:electronics:upgrades ||  $10.00                      
 liabilities                            || $-50.00 [   5% of $-1000.00] 
----------------------------------------++------------------------------
                                        ||       0 [                 0] 

# 18.
$ hledger -f- bal --budget --tree
Budget performance in 2019-01-01..2019-01-03:

             ||       2019-01-01..2019-01-03 
=============++==============================
 expenses    ||  $50.00 [   5% of $1,000.00] 
   personal  ||  $50.00 [   5% of $1,000.00] 
 liabilities || $-50.00 [   5% of $-1000.00] 
-------------++------------------------------
             ||       0 [                 0] 

# 19.
$ hledger -f- bal --budget --tree -E
Budget performance in 2019-01-01..2019-01-03:

                 ||       2019-01-01..2019-01-03 
=================++==============================
 expenses        ||  $50.00 [   5% of $1,000.00] 
   personal      ||  $50.00 [   5% of $1,000.00] 
     electronics ||  $20.00                      
       upgrades  ||  $10.00                      
 liabilities     || $-50.00 [   5% of $-1000.00] 
-----------------++------------------------------
                 ||       0 [                 0] 

# 20. Subaccounts + nested budgets
<
~ monthly from 2019/01
    expenses:personal             $1,000.00
    expenses:personal:electronics  $100.00
    liabilities

2019/01/01 Google home hub and home mini x2
    expenses:personal:electronics          $10.00
    liabilities                           $-10.00

2019/01/02 Google Home Hub Permium Subscription
    expenses:personal:electronics:upgrades          $10.00
    liabilities                           $-10.00

2019/01/03 Something else
    expenses:personal          $30.00
    liabilities                           $-30.00

$ hledger -f- bal --budget
Budget performance in 2019-01-01..2019-01-03:

                               ||       2019-01-01..2019-01-03 
===============================++==============================
 expenses                      ||  $50.00 [   5% of  $1100.00] 
 expenses:personal             ||  $50.00 [   5% of  $1100.00] 
 expenses:personal:electronics ||  $20.00 [  20% of   $100.00] 
 liabilities                   || $-50.00 [   5% of $-1100.00] 
-------------------------------++------------------------------
                               ||       0 [                 0] 

# 21.
$ hledger -f- bal --budget -E
Budget performance in 2019-01-01..2019-01-03:

                                        ||       2019-01-01..2019-01-03 
========================================++==============================
 expenses                               ||  $50.00 [   5% of  $1100.00] 
 expenses:personal                      ||  $50.00 [   5% of  $1100.00] 
 expenses:personal:electronics          ||  $20.00 [  20% of   $100.00] 
 expenses:personal:electronics:upgrades ||  $10.00                      
 liabilities                            || $-50.00 [   5% of $-1100.00] 
----------------------------------------++------------------------------
                                        ||       0 [                 0] 

# 22.
$ hledger -f- bal --budget --tree
Budget performance in 2019-01-01..2019-01-03:

                 ||       2019-01-01..2019-01-03 
=================++==============================
 expenses        ||  $50.00 [   5% of  $1100.00] 
   personal      ||  $50.00 [   5% of  $1100.00] 
     electronics ||  $20.00 [  20% of   $100.00] 
 liabilities     || $-50.00 [   5% of $-1100.00] 
-----------------++------------------------------
                 ||       0 [                 0] 

# 23.
$ hledger -f- bal --budget --tree -E
Budget performance in 2019-01-01..2019-01-03:

                 ||       2019-01-01..2019-01-03 
=================++==============================
 expenses        ||  $50.00 [   5% of  $1100.00] 
   personal      ||  $50.00 [   5% of  $1100.00] 
     electronics ||  $20.00 [  20% of   $100.00] 
       upgrades  ||  $10.00                      
 liabilities     || $-50.00 [   5% of $-1100.00] 
-----------------++------------------------------
                 ||       0 [                 0] 

## 24. Zero budget == no budget
<
~ monthly from 2019-01
  expenses:bills     $100  ; bills has a $100 budget of its own, separate from subaccounts
  expenses:bills:a    $20  ; a has non-zero budget and non-zero posted amount
  expenses:bills:b   $200  ; b's budget is larger than bills'; we can see it's added to, not part of, that
  expenses:bills:c    $50  ; c has a budget but no postings
  expenses:bills:f     $0  ; f has an explicit zero budget
  income:cash              ; cash has a negative $370 budget balancing the above

2019-01-01 transaction1
  income:cash
  expenses:bills:a    $10
  expenses:bills:b    $40
  expenses:bills:d    $20  ; d has postings but no budget
  expenses:bills:e    $10  ; e has postings summing to zero, and no budget
  expenses:bills:f    $10

2019-01-02 transaction2
  income:cash
  expenses:bills:e    -$10

# By default it hides d (because no budget) and e (because zero posted amount).
# f is shown though its budget is zero, it probably shouldn't be.
$ hledger bal -f- --budget 
Budget performance in 2019-01-01..2019-01-02:

                  || 2019-01-01..2019-01-02 
==================++========================
 expenses         ||   $80 [  22% of  $370] 
 expenses:bills   ||   $80 [  22% of  $370] 
 expenses:bills:a ||   $10 [  50% of   $20] 
 expenses:bills:b ||   $40 [  20% of  $200] 
 expenses:bills:c ||     0 [   0% of   $50] 
 expenses:bills:f ||   $10 [             0] 
 income           ||  $-80 [  22% of $-370] 
 income:cash      ||  $-80 [  22% of $-370] 
------------------++------------------------
                  ||     0 [             0] 

# 25. -E shows d
$ hledger bal -f- --budget -E
Budget performance in 2019-01-01..2019-01-02:

                  || 2019-01-01..2019-01-02 
==================++========================
 expenses         ||   $80 [  22% of  $370] 
 expenses:bills   ||   $80 [  22% of  $370] 
 expenses:bills:a ||   $10 [  50% of   $20] 
 expenses:bills:b ||   $40 [  20% of  $200] 
 expenses:bills:c ||     0 [   0% of   $50] 
 expenses:bills:d ||   $20                  
 expenses:bills:e ||     0                  
 expenses:bills:f ||   $10 [             0] 
 income           ||  $-80 [  22% of $-370] 
 income:cash      ||  $-80 [  22% of $-370] 
------------------++------------------------
                  ||     0 [             0]