reports: Balance.format() respects tolerance.

This commit is contained in:
Brett Smith 2020-06-07 11:59:31 -04:00
parent cd1766adcf
commit 581046f988
2 changed files with 25 additions and 4 deletions

View file

@ -198,17 +198,18 @@ class Balance(Mapping[str, data.Amount]):
fmt: Optional[str]='#,#00.00 ¤¤',
sep: str=', ',
empty: str="Zero balance",
tolerance: Optional[Decimal]=None,
) -> str:
"""Formats the balance as a string with the given parameters
If the balance is zero, returns ``empty``. Otherwise, returns a string
with each amount in the balance formatted as ``fmt``, separated by
``sep``.
If the balance is zero (within tolerance), returns ``empty``.
Otherwise, returns a string with each amount in the balance formatted
as ``fmt``, separated by ``sep``.
If you set ``fmt`` to None, amounts will be formatted according to the
user's locale. The default format is Beancount's input format.
"""
amounts = [amount for amount in self.values() if amount.number]
amounts = list(self.clean_copy(tolerance).values())
if not amounts:
return empty
amounts.sort(key=lambda amt: abs(amt.number), reverse=True)

View file

@ -32,6 +32,8 @@ DEFAULT_STRINGS = [
({'USD': '20.00'}, "20.00 USD"),
({'EUR': '50.00', 'GBP': '80.00'}, "80.00 GBP, 50.00 EUR"),
({'JPY': '-5500.00', 'BRL': '-8500.00'}, "-8,500.00 BRL, -5,500 JPY"),
({'USD': 10, 'EUR': '.00015'}, "10.00 USD"),
({'JPY': '-.00015'}, "Zero balance"),
]
TOLERANCES = [Decimal(n) for n in ['.1', '.01', '.001', 0]]
@ -379,3 +381,21 @@ def test_format_none():
def test_format_empty(empty):
balance = core.Balance()
assert balance.format(empty=empty) == empty
@pytest.mark.parametrize('tolerance', TOLERANCES)
def test_str_tolerance(tolerance):
chf = testutil.Amount('.005', 'CHF')
actual = str(core.Balance([chf], tolerance))
if tolerance > chf.number:
assert actual == "Zero balance"
else:
assert actual == "00.00 CHF"
@pytest.mark.parametrize('tolerance', TOLERANCES)
def test_format_tolerance(tolerance):
chf = testutil.Amount('.005', 'CHF')
actual = core.Balance([chf]).format(tolerance=tolerance)
if tolerance > chf.number:
assert actual == "Zero balance"
else:
assert actual == "00.00 CHF"