Commit graph

18 commits

Author SHA1 Message Date
Brett Smith
aaa26e9e61 data: Make Account.iter_accounts() argument optional. 2020-07-20 11:22:23 -04:00
Brett Smith
4483d76999 data: Add Account.is_open_on_date() method. 2020-07-17 09:58:18 -04:00
Brett Smith
a0372d4b73 data: Add Account.keeps_balance() method. 2020-07-17 09:33:59 -04:00
Brett Smith
fd3bd68326 data: Add Account iteration methods. 2020-07-16 13:51:23 -04:00
Brett Smith
87e715df7c tests: Make clean_account_meta a teardown fixture. 2020-07-16 10:39:48 -04:00
Brett Smith
df0c3546fd data: Add Account.load_from_books convenience classmethod. 2020-07-16 10:39:31 -04:00
Brett Smith
fff9e37bf8 data: Add Account.is_account and Account.load_options_map.
These work in concert to distinguish account names from other
colon-separated strings.
2020-07-16 10:11:39 -04:00
Brett Smith
6a7815090c data: Add AccountMeta class. 2020-07-15 10:27:05 -04:00
Brett Smith
8d3d7e7ce4 data: Add part slicing methods to Account. 2020-06-09 09:04:27 -04:00
Brett Smith
e00ec95d93 Account: Add is_opening_balance method. 2020-04-08 15:04:25 -04:00
Brett Smith
c712105bed Revise chart of accounts used throughout.
The main impetus of this change is to rename accounts that were outside
Beancount's accepted five root accounts, to move them into that
structure. This includes:

  Accrued:*Payable: → Liabilities:Payable:*
  Accrued:*Receivable: → Assets:Receivable:*
  UneanedIncome:* → Liabilities:UnearnedIncome:*

Note the last change did inspire in a change to our validation rules. We no
longer require income-type on unearned income, because it's no longer
considered income at all. Once it's earned and converted to an Income
account, that has an income-type of course.

This did inspire another rename that was not required, but
provided more consistency with the other account names above:

  Assets:Prepaid* → Assets:Prepaid:*

Where applicable, I have generally extended tests to make sure one of each
of the five account types is tested. (This mostly meant adding an Equity
account to the tests.) I also added tests for key parts of the hierarchy,
like Assets:Receivable and Liabilities:Payable, where applicable.

As part of this change, Account.is_real_asset() got renamed to
Account.is_cash_equivalent(), to better self-document its purpose.
2020-04-03 10:34:10 -04:00
Brett Smith
2d49f7dfbc data: Add Account.is_checking() method. 2020-03-30 15:01:25 -04:00
Brett Smith
7cd569be7b data.Account: Add is_income method. 2020-03-19 10:23:55 -04:00
Brett Smith
9b8563f3f0 data.Account: is_under accepts multiple arguments. 2020-03-19 09:47:10 -04:00
Brett Smith
7bc0ded9c6 tests: Check Account.is_under works on account boundaries. 2020-03-18 16:26:56 -04:00
Brett Smith
89aaae821b data.Account: Exclude PrepaidVacation from "real" assets.
Same rationale as PrepaidExpenses.
2020-03-18 16:25:37 -04:00
Brett Smith
28238643a3 data.Account: Add is_real_asset method. 2020-03-18 08:59:03 -04:00
Brett Smith
6c0f23b2fa data: Start Account class. 2020-03-17 18:05:24 -04:00