hledger/tests/balance/sorting.test

#* balance report sorting.
# These tests are based on accounts' and somewhat duplicatory if
# sorting code is shared between commands, but might be worth having
# all the same.
#** Tabular balance reports
#*** Default sort without account declarations

# 1. Rows are sorted alphabetically by account name, at each tree level. 
# Flat mode. Unused parent accounts are not added (b).
<
2018/1/1
  (b:j)  1

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
  (a:k)  1

$ hledger -f- bal -NY
Balance changes in 2018:

     || 2018 
=====++======
 a:k ||    1 
 b:i ||    1 
 b:j ||    1 
 c   ||    1 
>=

# 2. Tree mode. Missing parent accounts are added (b).
$ hledger -f- bal -NY --tree
Balance changes in 2018:

     || 2018 
=====++======
 a   ||    1 
   k ||    1 
 b   ||    2 
   i ||    1 
   j ||    1 
 c   ||    1 
>=

#*** Default sort with account declarations

# 3. With account directives, flat mode.
# At each tree level, declared accounts are sorted first, in
# declaration order, followed by undeclared accounts sorted alphabetically.
# Unused parent accounts are not added (b).
# The b:k, b:j declarations affect the subs of b, not b itself.
<
account b:k
account b:j
account d

2018/1/1
  (a:l)  1

2018/1/1
  (b:i)  1

2018/1/1
  (b:j)  1

2018/1/1
  (b:k)  1

2018/1/1
  (c)    1

2018/1/1
  (d)    1

$ hledger -f- bal -NY
Balance changes in 2018:

     || 2018 
=====++======
 d   ||    1 
 a:l ||    1 
 b:k ||    1 
 b:j ||    1 
 b:i ||    1 
 c   ||    1 
>=

# 4. With account directives, tree mode.
# Missing parent accounts are added (b).
$ hledger -f- bal -NY --tree
Balance changes in 2018:

     || 2018 
=====++======
 d   ||    1 
 a   ||    1 
   l ||    1 
 b   ||    3 
   k ||    1 
   j ||    1 
   i ||    1 
 c   ||    1 
>=

# # .
# <
# $ hledger -f- bal -NY
# >=

# . With --drop, the modified names are sorted. ?
# XXX not supported ?
# $ hledger -f- bal -NY --drop 2
# Balance changes in 2018:
#
#      || 2018 
# =====++======
#  c ||    1 
#  i ||    1 
#  j ||    1 
#  k ||    1 
# >=

#*** Sort by amount

# 5. Rows are sorted by decreasing amount (and then by account), at each tree level. 
# Tree mode.

<
2018/1/1
  (b:j)  2

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
  (a:k)  1

$ hledger -f- bal -NY --sort-amount --tree
Balance changes in 2018:

     || 2018 
=====++======
 b   ||    3 
   j ||    2 
   i ||    1 
 a   ||    1 
   k ||    1 
 c   ||    1 
>=

# 6. Flat mode.
$ hledger -f- bal -NY --flat --sort-amount
Balance changes in 2018:

     || 2018 
=====++======
 b:j ||    2 
 a:k ||    1 
 b:i ||    1 
 c   ||    1 
>=

# 7. When the larger amount is composed of differently-priced amounts,
# it could get sorted as if smaller (bug in hledger 1.4-1.10). Flat mode.
<
2018/1/1
  (a)  2X @ 1Y
  (a)  2X @ 2Y

2018/1/1
  (b)  3X

$ hledger -f- bal -NY --sort-amount
Balance changes in 2018:

   || 2018 
===++======
 a ||   4X 
 b ||   3X 
>=

# 8. Explicit --flat flag, should be the same as above.
$ hledger -f- bal -NY --sort-amount --flat
Balance changes in 2018:

   || 2018 
===++======
 a ||   4X 
 b ||   3X 
>=

# 9. Tree mode.
$ hledger -f- bal -NY --sort-amount --tree
Balance changes in 2018:

   || 2018 
===++======
 a ||   4X 
 b ||   3X 
>=

#** Non-tabular balance reports
#*** Default sort without account declarations

# 10. Rows are sorted alphabetically by account name, at each tree level. 
# Tree mode. Missing parent accounts are added (b).
<
2018/1/1
  (b:j)  1

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
  (a:k)  1

$ hledger -f- bal -N
                   1  a:k
                   2  b
                   1    i
                   1    j
                   1  c
>=

# 11. Flat mode. Unused parent accounts are not added (b).
$ hledger -f- bal -N --flat
                   1  a:k
                   1  b:i
                   1  b:j
                   1  c
>=

#*** Default sort with account declarations

# 12. With account directives, tree mode.
# At each tree level, declared accounts are sorted first, in
# declaration order, followed by undeclared accounts sorted alphabetically.
# Missing parent accounts are added (b).
<
account b:k
account b:j
account d

2018/1/1
  (a:l)  1

2018/1/1
  (b:i)  1

2018/1/1
  (b:j)  1

2018/1/1
  (b:k)  1

2018/1/1
  (c)    1

2018/1/1
  (d)    1

$ hledger -f- bal -N
                   1  d
                   1  a:l
                   3  b
                   1    k
                   1    j
                   1    i
                   1  c
>=

# 13. With account directives, flat mode.
# Unused parent accounts are not added (b).
# The b:k, b:j declarations affect the subs of b, not b itself.
$ hledger -f- bal -N --flat
                   1  d
                   1  a:l
                   1  b:k
                   1  b:j
                   1  b:i
                   1  c
>=

#*** Sort by amount

# 14. Rows are sorted by decreasing amount (and then by account), at each tree level. 
# Tree mode.

<
2018/1/1
  (b:j)  2

2018/1/1
  (c)    1

2018/1/1
  (b:i)  1

2018/1/1
  (a:k)  1

$ hledger -f- bal -N --sort-amount --tree
                   3  b
                   2    j
                   1    i
                   1  a:k
                   1  c
>=

# 15. Flat mode.
$ hledger -f- bal -N --flat --sort-amount
                   2  b:j
                   1  a:k
                   1  b:i
                   1  c
>=

# 16. When the larger amount is composed of differently-priced amounts,
# it could get sorted as if smaller (bug in hledger 1.4-1.10). Tree mode.
<
2018/1/1
  (a)  2X @ 1Y
  (a)  2X @ 2Y

2018/1/1
  (b)  3X

$ hledger -f- bal -N --sort-amount
                  4X  a
                  3X  b
>=

# 17. Explicit --tree flag, should be the same as above.
$ hledger -f- bal -N --sort-amount --tree
                  4X  a
                  3X  b
>=

# 18. Flat mode.
$ hledger -f- bal -N --sort-amount --flat
                  4X  a
                  3X  b
>=