hledger/tests/balance/intervals.test
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

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# multi-column balance reports
# 1. Here are the postings used in most tests below:
hledgerdev -f balance-multicol.journal register
>>>
2012/12/31 (assets:checking) 10 10
2013/01/01 (assets:checking) 1 11
2013/01/15 (assets:checking) -1 10
2013/02/01 (assets:cash) 1 11
2013/02/02 (assets) 1 12
2013/03/01 (assets:checking) 1 13
>>>=0
# 2. A period balance (flow) report. --no-total also works but isn't pretty.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --no-total
>>>
Balance changes in 2013q1:
|| 2013/01 2013/02 2013/03
=================++============================
assets || 0 1 0
assets:cash || 0 1 0
assets:checking || 0 0 1
>>>=0
# 3. With --empty, includes leading/trailing empty periods
#hledgerdev -f balance-multicol.journal balance -p 'quarterly in 2013' --empty
hledgerdev -f - balance -p 'quarterly in 2013' --empty
<<<
2012/12/31
(a) 10
2013/1/1
(a) 1
2013/3/1
(a) 1
>>>
Balance changes in 2013:
|| 2013q1 2013q2 2013q3 2013q4
===++=================================
a || 2 0 0 0
---++---------------------------------
|| 2 0 0 0
>>>=0
# 4. A cumulative ending balance report. Column totals are the sum of
# the highest-level displayed accounts (here, assets).
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative
>>>
Ending balances (cumulative) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
=================++=====================================
assets || 0 1 1
assets:cash || 0 1 1
assets:checking || 0 0 1
-----------------++-------------------------------------
|| 0 2 3
>>>=0
# 5. With the assets:cash account excluded. As with a single-column
# balance --flat report, or ledger's balance --flat, assets' balance
# includes the displayed subaccount and not the excluded one.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative not:cash
>>>
Ending balances (cumulative) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
=================++=====================================
assets || 0 1 1
assets:checking || 0 0 1
-----------------++-------------------------------------
|| 0 1 2
>>>=0
# 6. A historical ending balance report.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --historical
>>>
Ending balances (historical) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
=================++=====================================
assets || 0 1 1
assets:cash || 0 1 1
assets:checking || 10 10 11
-----------------++-------------------------------------
|| 10 12 13
>>>=0
# 7. With top-level accounts excluded. As always, column totals are the sum of
# the highest-level displayed accounts, now assets:cash and assets:checking.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$
>>>
Balance changes in 2013q1:
|| 2013/01 2013/02 2013/03
=================++============================
assets:cash || 0 1 0
assets:checking || 0 0 1
-----------------++----------------------------
|| 0 1 1
>>>=0
# 8. cumulative:
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$ --cumulative
>>>
Ending balances (cumulative) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
=================++=====================================
assets:cash || 0 1 1
assets:checking || 0 0 1
-----------------++-------------------------------------
|| 0 1 2
>>>=0
# 9. historical
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --historical
>>>
Ending balances (historical) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
=================++=====================================
assets || 0 1 1
assets:cash || 0 1 1
assets:checking || 10 10 11
-----------------++-------------------------------------
|| 10 12 13
>>>=0
# --depth
# 10. A flow report with depth limiting. The depth limit aggregates the three accounts as "assets".
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1
>>>
Balance changes in 2013q1:
|| 2013/01 2013/02 2013/03
========++============================
assets || 0 2 1
--------++----------------------------
|| 0 2 1
>>>=0
# 11. As above, but postings in the top-level assets account have been excluded.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 assets:
>>>
Balance changes in 2013q1:
|| 2013/01 2013/02 2013/03
========++============================
assets || 0 1 1
--------++----------------------------
|| 0 1 1
>>>=0
# 12. A cumulative balance report with depth limiting.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --cumulative
>>>
Ending balances (cumulative) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
========++=====================================
assets || 0 2 3
--------++-------------------------------------
|| 0 2 3
>>>=0
# 13. A historical balance report with depth limiting.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --historical
>>>
Ending balances (historical) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
========++=====================================
assets || 10 12 13
--------++-------------------------------------
|| 10 12 13
>>>=0
# 14. The three multicol balance report types again, this time with --tree
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --tree
>>>
Balance changes in 2013q1:
|| 2013/01 2013/02 2013/03
============++============================
assets || 0 2 1
cash || 0 1 0
checking || 0 0 1
------------++----------------------------
|| 0 2 1
>>>=0
# 15.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative --tree
>>>
Ending balances (cumulative) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
============++=====================================
assets || 0 2 3
cash || 0 1 1
checking || 0 0 1
------------++-------------------------------------
|| 0 2 3
>>>=0
# 16.
hledgerdev -f balance-multicol.journal balance -p 'monthly in 2013' --historical --tree
>>>
Ending balances (historical) in 2013q1:
|| 2013/01/31 2013/02/28 2013/03/31
============++=====================================
assets || 10 12 13
cash || 0 1 1
checking || 10 10 11
------------++-------------------------------------
|| 10 12 13
>>>=0
# 17. --date2 should work
hledgerdev -f- balance --monthly --date2
<<<
2014/1/1
(a) 1
2014/2/1=2014/1/31
(b) 1
>>>
Balance changes in 2014/01:
|| 2014/01
===++==========
a || 1
b || 1
---++----------
|| 2
>>>=0
# 18. All matched postings in the displayed intervals should be reported on.
hledgerdev -f- balance -p 'monthly 2014/1/10-2014/2/20'
<<<
2014/1/5
(before) 1
2014/2/1
(within) 1
2014/2/25
(after) 1
>>>
Balance changes in 2014/01/01-2014/02/28:
|| 2014/01 2014/02
========++===================
after || 0 1
before || 1 0
within || 0 1
--------++-------------------
|| 1 2
>>>=0