NPO-Accounting/conservancy_beancount
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48 commits

Author SHA1 Message Date
Brett Smith
ae974b8e50 reports: Balance.copy() accepts tolerance argument. 2020-06-18 14:06:18 -04:00
Brett Smith
355a48381c reports: Balance.clean_copy() creates new Balance with given tolerance. 2020-06-18 14:05:49 -04:00
Brett Smith
0f7a154ff4 reports: Balance cells try to retain currency on zero balance. 2020-06-18 10:07:10 -04:00
Brett Smith
8b8bdc0225 reports: Add BaseODS.column_style() method. 
Use this to provide more consistent column styles throughout the reports.
 2020-06-16 22:41:13 -04:00
Brett Smith
582316ae85 data: Add Metadata.report_links() method. 
This is just a variant of get_links() that eats TypeError.
Higher-level reporting code often wants it.
 2020-06-15 14:19:10 -04:00
Brett Smith
72f58d80d7 reports: BaseODS.currency_cell() sets default style. 
It'll be rare we don't want this.
 2020-06-15 14:09:42 -04:00
Brett Smith
8333ed8876 reports: Add RelatedPostings.group_by_account() classmethod. 2020-06-15 11:20:30 -04:00
Brett Smith
ccc3a829da reports: Add RelatedPostings.balance_at_cost_by_date() method. 2020-06-15 10:38:26 -04:00
Brett Smith
b2e35d098a reports: Add Balance subtraction methods. 2020-06-15 10:16:34 -04:00
Brett Smith
f21ac740f2 data: Add Posting.at_cost() method. 2020-06-15 10:16:34 -04:00
Brett Smith
760e0a8cd9 reports: Add column width styles to BaseODS. 2020-06-14 08:53:27 -04:00
Brett Smith
aff1fc537d reports: Add BaseODS.meta_links_cell() method. 2020-06-12 17:10:25 -04:00
Brett Smith
17c5468a7d reports: ODS links default to using URL as link text. 2020-06-12 16:42:54 -04:00
Brett Smith
52fc0d1b5f reports: Add RelatedPostings.group_by_first_meta_link() method. 2020-06-11 14:01:19 -04:00
Brett Smith
f52ad4fbc1 reports: Add RelatedPostings.first_meta_links() method. 
Basically moving this from AccrualPostings into the superclass.
 2020-06-11 13:07:14 -04:00
Brett Smith
f76fa35fad reports: RelatedPostings.all_meta_links() returns an iterator. 
This preserves order.
 2020-06-11 10:46:06 -04:00
Brett Smith
581046f988 reports: Balance.format() respects tolerance. 2020-06-09 09:04:27 -04:00
Brett Smith
cd1766adcf reports: Balance.__eq__ respects tolerance. 2020-06-09 09:04:27 -04:00
Brett Smith
110e5038e1 reports: Balance.__init__ better handles multiple amounts of same currency. 
This is something that should've happened with 3d704e286
but I didn't think of it at the time.
 2020-06-09 09:04:27 -04:00
Brett Smith
0581525c98 reports: Add Balance.__pos__() method. 
I did this while I was working on normalize_amount_func.
It turns out it's not immediately needed, but it's still nice to have.
 2020-06-09 09:04:27 -04:00
Brett Smith
e26dffa214 reports: Add normalize_amount_func() function. 2020-06-09 09:04:27 -04:00
Brett Smith
39fa977f71 reports: Balance.le/ge_zero returns False when exactly at tolerance. 2020-06-04 10:49:55 -04:00
Brett Smith
4cba2b2681 reports: Balance has built-in tolerance for zero comparisons. 2020-06-03 22:20:37 -04:00
Brett Smith
70057fe383 reports: Start BaseODS class. 2020-06-03 21:24:47 -04:00
Brett Smith
d920c5842a reports: Start BaseSpreadsheet class. 2020-06-03 21:24:47 -04:00
Brett Smith
3d704e2865 reports: Balance is initialized with just amounts. 
This works fine with how we're currently using it, makes transformation
methods easier to implement, and avoids potential bugs where a balance is
initialized with a bad mapping.
 2020-06-03 18:54:12 -04:00
Brett Smith
069939b2d3 reports: Balance classes support addition. 2020-06-03 18:53:17 -04:00
Brett Smith
cc0656dde9 reports: Add Balance.__abs__() method. 2020-06-03 18:52:44 -04:00
Brett Smith
39c9c0d83a reports: Add RelatedPostings.__repr__() method. 2020-06-03 18:51:44 -04:00
Brett Smith
b37d7a3024 reports: Make RelatedPostings an immutable data structure. 
This was an early mistake, it makes data consistency mistakes too
easy, and I only used it once so far in actual code. Going to fix
this now so I can more safely build on top of this data structure.
 2020-06-03 18:51:38 -04:00
Brett Smith
dd949a4866 reports: Define RelatedPostings.__slots__. 2020-05-30 10:40:24 -04:00
Brett Smith
d8df34ebaf reports: Balance.format() accepts None as a format. 2020-05-28 09:03:23 -04:00
Brett Smith
2c44cc8f50 reports: Add Balance.format() method. 2020-05-28 09:03:19 -04:00
Brett Smith
3780c31c59 reports: Add Balance.__eq__() method. 
It turns out the provided implementation gets us most of the way there,
we just needed to add handling for the special case of zero balances.
Now it's confirmed with tests.
 2020-05-28 09:01:00 -04:00
Brett Smith
81d216f282 reports: Add RelatedPostings.balance_at_cost() method. 
This makes it easy to get results similar to `ledger -V`.
 2020-05-28 09:01:00 -04:00
Brett Smith
396173b55d reports.Balance: Add eq_zero, ge_zero, and le_zero methods. 
Support for RT#11294.
 2020-05-21 23:10:03 -04:00
Brett Smith
1b81375294 reports: Add Balance.__neg__() method. 2020-04-29 14:35:20 -04:00
Brett Smith
68acb86e7e reports: Add Balance.__str__() method. 2020-04-29 11:37:38 -04:00
Brett Smith
9fef177d2d reports: Add RelatedPostings.all_meta_links() method. 2020-04-29 10:12:08 -04:00
Brett Smith
bd0d607032 typing: Annotate Iterators more specifically. 2020-04-28 16:35:15 -04:00
Brett Smith
d01df054ab reports: Let RelatedPostings be initialized with an Iterable[Posting]. 2020-04-27 15:51:30 -04:00
Brett Smith
5e061da940 reports: Fix return type of RelatedPostings.group_by_meta. 2020-04-24 15:36:02 -04:00
Brett Smith
bd00822b8f reports: Add RelatedPostings.group_by_meta() classmethod. 2020-04-24 13:37:35 -04:00
Brett Smith
d41bc5e9b6 reports: Add RelatedPostings.clear() method. 2020-04-22 12:02:06 -04:00
Brett Smith
ed4258daf7 reports: Add RelatedPostings.meta_values() method. 
This corresponds to the ledtag_onevalue check in the
payment-report and income-report scripts.
 2020-04-22 11:59:12 -04:00
Brett Smith
b28646aa12 core.RelatedPostings: Add iter_with_balance method. 
payment-report and accrual-report query to find the last date a
series of postings had a non/zero balance. This method is a good
building block for that.
 2020-04-12 15:18:19 -04:00
Brett Smith
5aa30e5456 reports.core: Start Balance class. 2020-04-12 14:56:00 -04:00
Brett Smith
219cd4bc37 reports.core: Start RelatedPostings class. 2020-04-12 09:47:41 -04:00