hledger-forecast 1.2.1 → 1.4.0

data/example.journal

@@ -1,51 +1,47 @@
 ~ monthly from 2023-03-01  * Salary, Bills, Food, New Kitchen
-    Income:Salary             $-3,500.00;  Salary
-    Expenses:Bills            $175.00   ;  Bills
-    Expenses:Food             $500.00   ;  Food
-    Expenses:House            $208.33   ;  New Kitchen
+    Income:Salary                $-3,500.00;  Salary
+    Expenses:Bills               $175.00   ;  Bills
+    Expenses:Food                $500.00   ;  Food
+    Expenses:House               $208.33   ;  New Kitchen
     Assets:Bank
 
 ~ monthly from 2023-03-01 to 2025-01-01  * Mortgage
-    Expenses:Mortgage         $2,000.00 ;  Mortgage
+    Expenses:Mortgage            $2,000.00 ;  Mortgage
     Assets:Bank
 
 ~ monthly from 2023-03-01 to 2024-02-29  * Holiday
-    Expenses:Holiday          $125.00   ;  Holiday
+    Expenses:Holiday             $125.00   ;  Holiday
     Assets:Bank
 
-~ monthly from 2023-03-01 to 2025-01-01  * Rainy day fund
-    Assets:Savings            $300.00   ;  Rainy day fund
+~ monthly from 2023-03-01 to 2025-03-01  * Rainy day fund
+    Assets:Savings               $300.00   ;  Rainy day fund
     Assets:Bank
 
 ~ monthly from 2024-01-01  * Pension draw down
-    Income:Pension            $-500.00  ;  Pension draw down
+    Income:Pension               $-500.00  ;  Pension draw down
     Assets:Pension
 
 ~ every 3 months from 2023-04-01  * Quarterly bonus
-    Income:Bonus              $-1,000.00;  Quarterly bonus
+    Income:Bonus                 $-1,000.00;  Quarterly bonus
     Assets:Bank
 
 ~ every 6 months from 2023-04-01  * Top up holiday funds
-    Expenses:Holiday          $500.00   ;  Top up holiday funds
+    Expenses:Holiday             $500.00   ;  Top up holiday funds
     Assets:Bank
 
-~ yearly from 2023-04-01  * Annual Bonus
-    Income:Bonus              $-2,000.00;  Annual Bonus
+~ yearly from 2023-04-01  * Annual bonus
+    Income:Bonus                 $-2,000.00;  Annual bonus
     Assets:Bank
 
 ~ every 2 weeks from 2023-03-01  * Hair and beauty
-    Expenses:Personal Care    $80.00    ;  Hair and beauty
+    Expenses:Personal Care       $80.00    ;  Hair and beauty
     Assets:Bank
 
-~ 2023-06-01  * [TRACKED] Refund for that damn laptop
-    Expenses:Shopping         $-3,000.00;  Refund for that damn laptop
+~ every 5 weeks from 2023-03-01  * Misc expenses
+    Expenses:General Expenses    $30.00    ;  Misc expenses
     Assets:Bank
 
-= Expenses:Food date:2024-01-01..2024-12-31
-    Expenses:Food             *0.02     ;  Food - Inflation
-    Assets:Bank               *-0.02
-
-= Expenses:Food date:2025-01-01..2025-12-31
-    Expenses:Food             *0.05     ;  Food - Inflation
-    Assets:Bank               *-0.05
+~ 2023-07-01  * [TRACKED] Refund for that damn laptop
+    Expenses:Shopping            $-3,000.00;  Refund for that damn laptop
+    Assets:Bank
 

data/example.yml

@@ -80,14 +80,19 @@ once:
         track: true
 
 custom:
-  - frequency: "every 2 weeks"
-    account: "Assets:Bank"
+  - account: "Assets:Bank"
     from: "2023-03-01"
-    roll-up: 26
     transactions:
       - amount: 80
         category: "Expenses:Personal Care"
         description: Hair and beauty
+        frequency: "every 2 weeks"
+        roll-up: 26
+      - amount: 30
+        category: "Expenses:General Expenses"
+        description: Misc expenses
+        frequency: "every 5 weeks"
+        roll-up: 10.4
 
 settings:
   currency: USD

data/lib/hledger_forecast/calculator.rb

@@ -6,7 +6,7 @@ module HledgerForecast
     end
 
     def evaluate(amount)
-      return amount unless amount.is_a?(String)
+      return amount.to_f unless amount.is_a?(String)
 
       @calculator.evaluate(amount.slice(1..-1))
     end

data/lib/hledger_forecast/cli.rb

@@ -69,9 +69,16 @@ module HledgerForecast
         opts.separator ""
 
         opts.on("-f", "--forecast FILE",
-                "The path to the FORECAST yaml file to generate from") do |file|
+                "The path to the FORECAST csv/yml file to generate from") do |file|
           options[:forecast_file] = file
-          options[:output_file] ||= file.sub(/\.yml$/, '.journal')
+
+          options[:file_type] = if File.extname(file) == '.csv'
+                                  "csv"
+                                else
+                                  "yml"
+                                end
+
+          options[:output_file] ||= file.sub(options[:file_type], 'journal')
         end
 
         opts.on("-o", "--output-file FILE",
@@ -84,6 +91,11 @@ module HledgerForecast
           options[:transaction_file] = file
         end
 
+        opts.on("-v", "--verbose",
+                "Don't group transactions by type in the output file") do
+          options[:verbose] = true
+        end
+
         opts.on("--force",
                 "Force an overwrite of the output file") do
           options[:force] = true
@@ -100,7 +112,8 @@ module HledgerForecast
         end
       end.parse!(args)
 
-      options[:forecast_file] = "forecast.yml" unless options[:forecast_file]
+      options[:forecast_file] = "forecast.csv" unless options[:forecast_file]
+      options[:file_type] = "csv" unless options[:file_type]
       options[:output_file] = "forecast.journal" unless options[:output_file]
 
       options
@@ -114,7 +127,12 @@ module HledgerForecast
         opts.separator ""
 
         opts.on("-f", "--forecast FILE",
-                "The path to the FORECAST yaml file to summarize") do |file|
+                "The path to the FORECAST csv/yml file to summarize") do |file|
+          options[:file_type] = if File.extname(file) == '.csv'
+                                  "csv"
+                                else
+                                  "yml"
+                                end
           options[:forecast_file] = file
         end
 
@@ -159,6 +177,7 @@ module HledgerForecast
       forecast = File.read(options[:forecast_file])
 
       begin
+        forecast = HledgerForecast::CSVParser.parse(forecast) if options[:file_type] == "csv"
         transactions = Generator.generate(forecast, options)
       rescue StandardError => e
         puts "An error occurred while generating transactions: #{e.message}"
@@ -166,6 +185,7 @@ module HledgerForecast
       end
 
       output_file = options[:output_file]
+
       if File.exist?(output_file) && !options[:force]
         print "\nFile '#{output_file}' already exists. Overwrite? (y/n): "
         overwrite = gets.chomp.downcase
@@ -184,6 +204,8 @@ module HledgerForecast
 
     def self.summarize(options)
       config = File.read(options[:forecast_file])
+      config = HledgerForecast::CSVParser.parse(config) if options[:file_type] == "csv"
+
       summarizer = Summarizer.summarize(config, options)
 
       puts SummarizerFormatter.format(summarizer[:output], summarizer[:settings])

data/lib/hledger_forecast/csv_parser.rb

@@ -0,0 +1,106 @@
+module HledgerForecast
+  # Formats various items used throughout the application
+  class CSVParser
+    def self.parse(csv_data, cli_options = nil)
+      new.parse(csv_data, cli_options)
+    end
+
+    def parse(csv_data, _cli_options)
+      csv_data = CSV.parse(csv_data, headers: true)
+      yaml_data = {}
+      group_by_type(csv_data, yaml_data)
+      yaml_data.to_yaml
+    end
+
+    private
+
+    def group_by_type(csv_data, yaml_data)
+      csv_data.group_by { |row| row['type'] }.each do |type, rows|
+        if type == 'settings'
+          handle_settings(rows, yaml_data)
+        else
+          yaml_data[type] ||= []
+          group_by_account_and_from(rows, yaml_data[type], type)
+        end
+      end
+    end
+
+    def handle_settings(rows, yaml_data)
+      yaml_data['settings'] ||= {}
+      rows.each do |row|
+        yaml_data['settings'][row['frequency']] = cast_to_proper_type(row['account'])
+      end
+    end
+
+    def group_by_account_and_from(rows, yaml_rows, type)
+      rows.group_by { |row| [row['account'], row['from']] }.each do |(account, from), transactions|
+        yaml_rows << if type == 'custom'
+                       build_custom_transaction(account, from, transactions)
+                     else
+                       build_transaction(account, from, transactions)
+                     end
+      end
+    end
+
+    def build_transaction(account, from, transactions)
+      transaction = {
+        'account' => account,
+        'from' => Date.parse(from).strftime('%Y-%m-%d'),
+        'transactions' => []
+      }
+
+      transactions.each do |row|
+        transaction['transactions'] << build_transaction_data(row)
+      end
+
+      transaction
+    end
+
+    def build_custom_transaction(account, from, transactions)
+      transaction = {
+        'account' => account,
+        'from' => Date.parse(from).strftime('%Y-%m-%d'),
+        'transactions' => []
+      }
+
+      transactions.each do |row|
+        transaction_data = build_transaction_data(row)
+        transaction_data['frequency'] = row['frequency']
+        transaction_data['roll-up'] = row['roll-up'].to_f if row['roll-up']
+        transaction['transactions'] << transaction_data
+      end
+
+      transaction
+    end
+
+    def build_transaction_data(row)
+      transaction_data = {
+        'amount' => row['amount'].start_with?("=") ? row['amount'].to_s : row['amount'].to_f,
+        'category' => row['category'],
+        'description' => row['description']
+      }
+
+      if row['to']
+        transaction_data['to'] = if row['to'].start_with?("=")
+                                   row['to']
+                                 else
+                                   Date.parse(row['to']).strftime('%Y-%m-%d')
+                                 end
+      end
+
+      transaction_data['summary_exclude'] = true if row['summary_exclude'] && row['summary_exclude'].downcase == "true"
+      transaction_data['track'] = true if row['track'] && row['track'].downcase == "true"
+
+      transaction_data
+    end
+
+    def cast_to_proper_type(str)
+      case str.downcase
+      when 'true', 'false'
+        str.downcase == 'true'
+      else
+        str
+      end
+    end
+  end
+end

data/lib/hledger_forecast/generator.rb

@@ -55,7 +55,8 @@ module HledgerForecast
           description: t['description'],
           to: t['to'] ? Calculator.new.evaluate_date(Date.parse(block['from']), t['to']) : nil,
           modifiers: t['modifiers'] ? Transactions::Modifiers.get_modifiers(t, block) : [],
-          track: Transactions::Trackers.track?(t, block, @settings) ? true : false
+          track: Transactions::Trackers.track?(t, block, @settings) ? true : false,
+          frequency: t['frequency'] || nil
         }
       end
 

data/lib/hledger_forecast/summarizer.rb

@@ -58,7 +58,7 @@ module HledgerForecast
 
         output.last[:transactions] << {
           amount: amount,
-          annualised_amount: amount * (block['roll-up'] || annualise(period)),
+          annualised_amount: amount * (t['roll-up'] || annualise(period)),
           rolled_up_amount: 0,
           category: t['category'],
           exclude: t['summary_exclude'],

data/lib/hledger_forecast/transactions/default.rb

@@ -33,14 +33,56 @@ module HledgerForecast
       def process_block(block)
         block[:transactions].each do |to, transactions|
           to = get_header(block[:to], to)
-          block[:descriptions] = get_descriptions(transactions)
-          frequency = get_periodic_rules(block[:type], block[:frequency])
 
-          header = "#{frequency} #{block[:from]}#{to}  * #{block[:descriptions]}\n"
-          footer = "    #{block[:account]}\n\n"
+          if block[:type] == "custom"
+            process_custom_transactions(block, to, transactions)
+          else
+            process_standard_transactions(block, to, transactions)
+          end
+        end
+      end
+
+      def process_custom_transactions(block, to, transactions)
+        transactions.each do |t|
+          frequency = get_periodic_rules(block[:type], t[:frequency])
+
+          header = build_header(block, to, frequency, t[:description])
+          footer = build_footer(block)
+          output << build_transaction(header, [t], footer)
+        end
+      end
+
+      def process_standard_transactions(block, to, transactions)
+        if @options[:verbose]
+          transactions.map do |t|
+            # Skip transactions that have been marked as tracked
+            next if t[:track]
 
-          output << { header: header, transactions: write_transactions(transactions), footer: footer }
+            frequency = get_periodic_rules(block[:type], block[:frequency])
+            header = build_header(block, to, frequency, t[:description])
+            footer = build_footer(block)
+            output << build_transaction(header, [t], footer)
+          end
+          return
         end
+
+        block[:descriptions] = get_descriptions(transactions)
+        frequency = get_periodic_rules(block[:type], block[:frequency])
+        header = build_header(block, to, frequency, block[:descriptions])
+        footer = build_footer(block)
+        output << build_transaction(header, transactions, footer)
+      end
+
+      def build_header(block, to, frequency, description)
+        "#{frequency} #{block[:from]}#{to}  * #{description}\n"
+      end
+
+      def build_footer(block)
+        "    #{block[:account]}\n\n"
+      end
+
+      def build_transaction(header, transactions, footer)
+        { header: header, transactions: write_transactions(transactions), footer: footer }
       end
 
       def get_header(block, transaction)

data/lib/hledger_forecast/transactions/trackers.rb

@@ -32,6 +32,13 @@ module HledgerForecast
       end
 
       def self.exists?(transaction, account, from, to, options)
+
+        if !options[:transaction_file]
+          puts "\nWarning: ".bold.yellow + "For tracked transactions, please specify a file with the `-t` flag"
+          puts "ERROR: ".bold.red + "Tracked transactions ignored for now"
+          return
+        end
+
         # Format the money
         amount = Formatter.format_money(transaction['amount'], options)
         inverse_amount = Formatter.format_money(transaction['amount'] * -1, options)

data/lib/hledger_forecast/version.rb

@@ -1,3 +1,3 @@
 module HledgerForecast
-  VERSION = "1.2.1"
+  VERSION = "1.4.0"
 end

data/lib/hledger_forecast.rb

@@ -1,6 +1,7 @@
 #!/usr/bin/env ruby
 
 require 'colorize'
+require 'csv'
 require 'date'
 require 'dentaku'
 require 'highline'
@@ -14,6 +15,7 @@ Money.rounding_mode = BigDecimal::ROUND_HALF_UP
 
 require_relative 'hledger_forecast/calculator'
 require_relative 'hledger_forecast/cli'
+require_relative 'hledger_forecast/csv_parser'
 require_relative 'hledger_forecast/formatter'
 require_relative 'hledger_forecast/generator'
 require_relative 'hledger_forecast/settings'
@@ -24,4 +26,3 @@ require_relative 'hledger_forecast/version'
 require_relative 'hledger_forecast/transactions/default'
 require_relative 'hledger_forecast/transactions/modifiers'
 require_relative 'hledger_forecast/transactions/trackers'
-

data/spec/command_spec.rb

@@ -14,7 +14,6 @@ JOURNAL
 
 RSpec.describe 'command' do
   it 'uses the CLI to generate an output' do
-    # Delete the file if it exists
     generated_journal = './test_output.journal'
     File.delete(generated_journal) if File.exist?(generated_journal)
 
@@ -22,4 +21,13 @@ RSpec.describe 'command' do
 
     expect(File.read(generated_journal)).to eq(output)
   end
+
+  it 'uses the CLI to generate an output with a CSV config file' do
+    generated_journal = './test_output.journal'
+    File.delete(generated_journal) if File.exist?(generated_journal)
+
+    system("./bin/hledger-forecast generate -f ./spec/stubs/forecast.csv -o ./test_output.journal --force")
+
+    expect(File.read(generated_journal)).to eq(output)
+  end
 end

data/spec/csv_and_yml_comparison_spec.rb

@@ -0,0 +1,32 @@
+require_relative '../lib/hledger_forecast'
+
+RSpec.describe 'CSV and yml outputs' do
+  it 'should return the same value when ran through hledger' do
+    generated_journal = './test_output.journal'
+    File.delete(generated_journal) if File.exist?(generated_journal)
+
+    system("./bin/hledger-forecast generate -f example.csv -o ./test_output.journal -t ./spec/stubs/transactions_not_found.journal --force")
+    csv_output = `hledger -f ./test_output.journal --forecast bal -b=2023-01 -e=2023-06`
+
+    system("./bin/hledger-forecast generate -f example.yml -o ./test_output.journal -t ./spec/stubs/transactions_not_found.journal --force")
+    yml_output = `hledger -f ./test_output.journal --forecast bal -b=2023-01 -e=2023-06`
+
+    expect(csv_output).to eq(yml_output)
+  end
+
+  # it 'check that it can fail!' do
+  #   generated_journal = './test_output.journal'
+  #   File.delete(generated_journal) if File.exist?(generated_journal)
+  #
+  #   system("./bin/hledger-forecast generate -f ./spec/stubs/csv_and_yml/forecast.csv -o ./test_output.journal --force > /dev/null 2>&1")
+  #
+  #   ### CHANGE DATE!!!!!!!!!!!!!!!!
+  #   csv_output = `hledger -f ./test_output.journal --forecast bal -b=2023-01 -e=2023-03`
+  #   ### CHANGE DATE!!!!!!!!!!!!!!!!
+  #
+  #   system("./bin/hledger-forecast generate -f ./spec/stubs/csv_and_yml/forecast.yml -o ./test_output.journal --force > /dev/null 2>&1")
+  #   yml_output = `hledger -f ./test_output.journal --forecast bal -b=2023-01 -e=2023-06`
+  #
+  #   expect(csv_output).not_to eq(yml_output)
+  # end
+end

data/spec/csv_parser_spec.rb

@@ -0,0 +1,110 @@
+require_relative '../lib/hledger_forecast'
+
+input = <<~CSV
+  type,frequency,account,from,to,description,category,amount,roll-up,summary_exclude,track
+  monthly,,Assets:Bank,01/03/2023,,Salary,Income:Salary,-3500,,,
+  monthly,,Assets:Bank,01/03/2023,01/01/2025,Mortgage,Expenses:Mortgage,2000,,,
+  monthly,,Assets:Bank,01/03/2023,,Bills,Expenses:Bills,175,,,
+  monthly,,Assets:Bank,01/03/2023,,Food,Expenses:Food,500,,,
+  monthly,,Assets:Bank,01/03/2023,,New Kitchen,Expenses:House,=5000/24,,,
+  monthly,,Assets:Bank,01/03/2023,=12,Holiday,Expenses:Holiday,125,,,
+  monthly,,Assets:Bank,01/03/2023,01/01/2025,Rainy day fund,Assets:Savings,300,,,
+  monthly,,Assets:Pension,01/01/2024,,Pension draw down,Income:Pension,-500,,,
+  quarterly,,Assets:Bank,01/04/2023,,Quarterly bonus,Income:Bonus,-1000,,,
+  half-yearly,,Assets:Bank,01/04/2023,,Top up holiday funds,Expenses:Holiday,500,,,
+  yearly,,Assets:Bank,01/04/2023,,Annual bonus,Income:Bonus,-2000,,,
+  once,,Assets:Bank,05/03/2023,,Refund for that damn laptop,Expenses:Shopping,-3000,,TRUE,TRUE
+  custom,every 2 weeks,Assets:Bank,01/03/2023,,Hair and beauty,Expenses:Personal Care,80,26,,
+  settings,currency,USD,,,,,,,,
+  settings,show_symbol,TRUE,,,,,,,,
+  settings,thousands_separator,TRUE,,,,,,,,
+CSV
+
+output = <<~YAML
+  ---
+  monthly:
+  - account: Assets:Bank
+    from: '2023-03-01'
+    transactions:
+    - amount: -3500.0
+      category: Income:Salary
+      description: Salary
+    - amount: 2000.0
+      category: Expenses:Mortgage
+      description: Mortgage
+      to: '2025-01-01'
+    - amount: 175.0
+      category: Expenses:Bills
+      description: Bills
+    - amount: 500.0
+      category: Expenses:Food
+      description: Food
+    - amount: "=5000/24"
+      category: Expenses:House
+      description: New Kitchen
+    - amount: 125.0
+      category: Expenses:Holiday
+      description: Holiday
+      to: "=12"
+    - amount: 300.0
+      category: Assets:Savings
+      description: Rainy day fund
+      to: '2025-01-01'
+  - account: Assets:Pension
+    from: '2024-01-01'
+    transactions:
+    - amount: -500.0
+      category: Income:Pension
+      description: Pension draw down
+  quarterly:
+  - account: Assets:Bank
+    from: '2023-04-01'
+    transactions:
+    - amount: -1000.0
+      category: Income:Bonus
+      description: Quarterly bonus
+  half-yearly:
+  - account: Assets:Bank
+    from: '2023-04-01'
+    transactions:
+    - amount: 500.0
+      category: Expenses:Holiday
+      description: Top up holiday funds
+  yearly:
+  - account: Assets:Bank
+    from: '2023-04-01'
+    transactions:
+    - amount: -2000.0
+      category: Income:Bonus
+      description: Annual bonus
+  once:
+  - account: Assets:Bank
+    from: '2023-03-05'
+    transactions:
+    - amount: -3000.0
+      category: Expenses:Shopping
+      description: Refund for that damn laptop
+      summary_exclude: true
+      track: true
+  custom:
+  - account: Assets:Bank
+    from: '2023-03-01'
+    transactions:
+    - amount: 80.0
+      category: Expenses:Personal Care
+      description: Hair and beauty
+      frequency: every 2 weeks
+      roll-up: 26.0
+  settings:
+    currency: USD
+    show_symbol: true
+    thousands_separator: true
+YAML
+
+RSpec.describe 'CSV parser' do
+  it 'converts a CSV file to the YML output needed for the plugin' do
+    computed_yaml = HledgerForecast::CSVParser.parse(input)
+
+    expect(computed_yaml).to eq(output)
+  end
+end

data/spec/custom_spec.rb

@@ -2,20 +2,17 @@ require_relative '../lib/hledger_forecast'
 
 base_config = <<~YAML
   custom:
-    - frequency: "every 2 weeks"
+    - account: "[Assets:Bank]"
       from: "2023-05-01"
-      account: "[Assets:Bank]"
       transactions:
         - amount: 80
           category: "[Expenses:Personal Care]"
           description: Hair and beauty
-    - frequency: "every 5 days"
-      from: "2023-05-01"
-      account: "[Assets:Checking]"
-      transactions:
+          frequency: "every 2 weeks"
         - amount: 50
           category: "[Expenses:Groceries]"
           description: Gotta feed that stomach
+          frequency: "every 5 days"
 
   settings:
     currency: GBP
@@ -28,19 +25,19 @@ base_output = <<~JOURNAL
 
   ~ every 5 days from 2023-05-01  * Gotta feed that stomach
       [Expenses:Groceries]        £50.00;  Gotta feed that stomach
-      [Assets:Checking]
+      [Assets:Bank]
 
 JOURNAL
 
 calculated_config = <<~YAML
   custom:
-    - frequency: "every 2 weeks"
+    - account: "[Assets:Bank]"
       from: "2023-05-01"
-      account: "[Assets:Bank]"
       transactions:
         - amount: 80
           category: "[Expenses:Personal Care]"
           description: Hair and beauty
+          frequency: "every 2 weeks"
           to: "=6"
 
   settings:

data/spec/stubs/forecast.csv

@@ -0,0 +1,5 @@
+type,frequency,account,from,to,description,category,amount,roll-up,summary_exclude,track
+monthly,,Assets:Bank,01/03/2023,,Mortgage,Expenses:Mortgage,2000.55,,,
+monthly,,Assets:Bank,01/03/2023,,Food,Expenses:Food,100,,,
+monthly,,Assets:Savings,01/03/2023,,Savings,Assets:Bank,-1000,,,
+settings,currency,GBP,,,,,,,,

data/spec/summarizer_spec.rb

@@ -20,22 +20,22 @@ config = <<~YAML
           description: Savings
 
   custom:
-    - frequency: "every 2 weeks"
+    - account: "[Assets:Bank]"
       from: "2023-05-01"
-      account: "[Assets:Bank]"
-      roll-up: 26
       transactions:
         - amount: 80
           category: "[Expenses:Personal Care]"
           description: Hair and beauty
-    - frequency: "every 5 days"
+          frequency: "every 2 weeks"
+          roll-up: 26
+    - account: "[Assets:Checking]"
       from: "2023-05-01"
-      account: "[Assets:Checking]"
-      roll-up: 73
       transactions:
         - amount: 50
           category: "[Expenses:Groceries]"
           description: Gotta feed that stomach
+          frequency: "every 5 days"
+          roll-up: 73
 
   settings:
     currency: GBP
@@ -57,7 +57,7 @@ RSpec.describe HledgerForecast::Summarizer do
 
       expect(output.first).to include(:account, :from, :to, :type, :frequency)
       expect(output.first[:amount]).to eq(2000.55)
-      expect(output.last[:rolled_up_amount]).to eq(304) # ((50 * 73) / 12)
+      expect(output.last[:rolled_up_amount]).to eq((50.0 * 73.0) / 12.0) # ((50 * 73) / 12)
       expect(output.length).to eq(5)
     end