hledger/tests/rewrite.test
Simon Michael 35799142dd
Merge pull request #914 from simonmichael/rule-tags
tags for matching rule-generated txns and postings
2019-07-17 18:38:14 +01:00

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# 1. Add proportional income tax (from documentation)
hledger rewrite -f- ^income --add-posting '(liabilities:tax) *.33 ; income tax'
<<<
2016/1/1 paycheck
income:remuneration $-100
income:donations $-15
assets:bank
2016/1/1 withdraw
assets:cash $20
assets:bank
>>>
2016/01/01 paycheck ; modified:
income:remuneration $-100
(liabilities:tax) $-33 ; income tax, generated-posting:= ^income
income:donations $-15
(liabilities:tax) $-5 ; income tax, generated-posting:= ^income
assets:bank
2016/01/01 withdraw
assets:cash $20
assets:bank
>>>2
>>>=0
# 2. Duplicate posting for budgeting (from documentation).
# It uses same date as the matched posting.
hledger rewrite -f- expenses:gifts --add-posting '(budget:gifts) *-1'
<<<
2016/1/1 withdraw
assets:cash $20
assets:bank
2016/1/1 gift
assets:cash $-15
expenses:gifts ; [1/2]
>>>
2016/01/01 withdraw
assets:cash $20
assets:bank
2016/01/01 gift ; modified:
assets:cash $-15
expenses:gifts ; [1/2]
(budget:gifts) $-15 ; [2016/01/02], generated-posting:= expenses:gifts
>>>2
>>>=0
# 3. Add postings in another commodity
hledger rewrite -f-
<<<
2017/04/24 * 09:00-09:25
(assets:unbilled:client1) 0.42h
2017/04/25 * 10:00-11:15
(assets:unbilled:client1) 1.25h
2017/04/25 * 14:00-15:32
(assets:unbilled:client2) 1.54h
; billing rules
= ^assets:unbilled:client1
(assets:to bill:client1) *100.00 CAD
= ^assets:unbilled:client2
(assets:to bill:client2) *150.00 CAD
>>>
2017/04/24 * 09:00-09:25 ; modified:
(assets:unbilled:client1) 0.42h
(assets:to bill:client1) 42.00 CAD ; generated-posting:= ^assets:unbilled:client1
2017/04/25 * 10:00-11:15 ; modified:
(assets:unbilled:client1) 1.25h
(assets:to bill:client1) 125.00 CAD ; generated-posting:= ^assets:unbilled:client1
2017/04/25 * 14:00-15:32 ; modified:
(assets:unbilled:client2) 1.54h
(assets:to bill:client2) 231.00 CAD ; generated-posting:= ^assets:unbilled:client2
>>>2
>>>=0
# 4. Add postings with prices
hledger rewrite -f- -B
<<<
2017/04/24 * 09:00-09:25
(assets:unbilled:client1) 0.42h
2017/04/25 * 10:00-11:15
(assets:unbilled:client1) 1.25h
2017/04/25 * 14:00-15:32
(assets:unbilled:client2) 1.54h
; billing rules
= ^assets:unbilled:client1
assets:to bill:client1 *1.00 hours @ $100.00
income:consulting:client1
= ^assets:unbilled:client2
assets:to bill:client2 *1.00 hours @ $150.00
income:consulting:client2
>>>
2017/04/24 * 09:00-09:25 ; modified:
(assets:unbilled:client1) 0.42h
assets:to bill:client1 $42.00 ; generated-posting:= ^assets:unbilled:client1
income:consulting:client1 ; generated-posting:= ^assets:unbilled:client1
2017/04/25 * 10:00-11:15 ; modified:
(assets:unbilled:client1) 1.25h
assets:to bill:client1 $125.00 ; generated-posting:= ^assets:unbilled:client1
income:consulting:client1 ; generated-posting:= ^assets:unbilled:client1
2017/04/25 * 14:00-15:32 ; modified:
(assets:unbilled:client2) 1.54h
assets:to bill:client2 $231.00 ; generated-posting:= ^assets:unbilled:client2
income:consulting:client2 ; generated-posting:= ^assets:unbilled:client2
>>>2
>>>=0
# 5. Add absolute bank processing fee
# XXX is "and" really processed here ?
hledger rewrite -f- assets:bank and 'amt:<0' --add-posting 'expenses:fee $5' --add-posting 'assets:bank $-5'
<<<
2016/1/1 withdraw
assets:cash $20
assets:bank
2016/1/2 withdraw
assets:cash
assets:bank $-30
# # TODO: Fix to filter out this txn by missing amt:<0 condition on assets:bank
# 2016/1/31 paycheck
# income:remuneration $-100
# assets:bank
>>>
2016/01/01 withdraw ; modified:
assets:cash $20
assets:bank
expenses:fee $5 ; generated-posting:= assets:bank and amt:<0
assets:bank $-5 ; generated-posting:= assets:bank and amt:<0
2016/01/02 withdraw ; modified:
assets:cash
assets:bank $-30
expenses:fee $5 ; generated-posting:= assets:bank and amt:<0
assets:bank $-5 ; generated-posting:= assets:bank and amt:<0
>>>2
>>>=0
# 6. Rewrite rule within journal
hledger rewrite -f- date:2017/1 --add-posting 'Here comes Santa $0'
<<<
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
= ^expenses:housing
(budget:housing) *-1
= ^expenses:grocery ^expenses:food
(budget:food) *-1
2016/12/31
expenses:housing $600
assets:cash
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:cash
2017/1/2
assets:cash $200.00
assets:bank
2017/2/1
assets:cash $100.00
assets:bank
; order with normal entries doesn't matter
; but relative order matters to refer-rewritten transactions
= ^expenses not:housing not:grocery not:food
(budget:misc) *-1
>>>
2016/12/31 ; modified:
expenses:housing $600.00
(budget:housing) $-600.00 ; generated-posting:= ^expenses:housing
assets:cash
2017/01/01 ; modified:
expenses:food $20.00
(budget:food) $-20.00 ; generated-posting:= ^expenses:grocery ^expenses:food
Here comes Santa 0 ; generated-posting:= date:2017/1
expenses:leisure $15.00
(budget:misc) $-15.00 ; generated-posting:= ^expenses not:housing not:grocery not:food
Here comes Santa 0 ; generated-posting:= date:2017/1
expenses:grocery $30.00
(budget:food) $-30.00 ; generated-posting:= ^expenses:grocery ^expenses:food
Here comes Santa 0 ; generated-posting:= date:2017/1
assets:cash
Here comes Santa 0 ; generated-posting:= date:2017/1
2017/01/02 ; modified:
assets:cash $200.00
Here comes Santa 0 ; generated-posting:= date:2017/1
assets:bank
assets:bank $-1.60 ; generated-posting:= ^assets:bank$ date:2017/1 amt:<0
expenses:fee $1.60 ; cash withdraw fee, generated-posting:= ^assets:bank$ date:2017/1 amt:<0
(budget:misc) $-1.60 ; generated-posting:= ^expenses not:housing not:grocery not:food
Here comes Santa 0 ; generated-posting:= date:2017/1
2017/02/01
assets:cash $100.00
assets:bank
>>>2
>>>=0
# 7. Rewrite using diff output
hledger rewrite --diff -f- assets:bank and 'amt:<0' --add-posting 'expenses:fee $5' --add-posting 'assets:bank $-5'
<<<
2016/01/01 withdraw
assets:cash $20
assets:bank
2016/01/02 withdraw
assets:cash
assets:bank $-30
>>>
--- -
+++ -
@@ -1,3 +1,5 @@
-2016/01/01 withdraw
+2016/01/01 withdraw ; modified:
assets:cash $20
assets:bank
+ expenses:fee $5 ; generated-posting:= assets:bank and amt:<0
+ assets:bank $-5 ; generated-posting:= assets:bank and amt:<0
@@ -5,3 +7,5 @@
-2016/01/02 withdraw
+2016/01/02 withdraw ; modified:
assets:cash
assets:bank $-30
+ expenses:fee $5 ; generated-posting:= assets:bank and amt:<0
+ assets:bank $-5 ; generated-posting:= assets:bank and amt:<0
>>>2
>>>=0