RubyGems - hledger-forecast - Versions diffs - 1.5.2 → 2.0.1 - Mend

hledger-forecast 1.5.2 → 2.0.1

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Files changed (36) hide show

checksums.yaml +4 -4
data/.rubocop.yml +17 -17
data/README.md +7 -171
data/example.journal +14 -14
data/hledger-forecast.gemspec +1 -1
data/lib/hledger_forecast/calculator.rb +5 -1
data/lib/hledger_forecast/cli.rb +5 -18
data/lib/hledger_forecast/generator.rb +52 -35
data/lib/hledger_forecast/settings.rb +42 -27
data/lib/hledger_forecast/summarizer.rb +28 -62
data/lib/hledger_forecast/summarizer_formatter.rb +4 -4
data/lib/hledger_forecast/transactions/default.rb +28 -57
data/lib/hledger_forecast/transactions/trackers.rb +34 -40
data/lib/hledger_forecast/utilities.rb +14 -0
data/lib/hledger_forecast/version.rb +1 -1
data/lib/hledger_forecast.rb +1 -2
data/spec/cli_spec.rb +3 -12
data/spec/computed_amounts_spec.rb +11 -22
data/spec/custom_spec.rb +15 -35
data/spec/half-yearly_spec.rb +6 -13
data/spec/monthly_end_date_spec.rb +8 -18
data/spec/monthly_end_date_transaction_spec.rb +20 -45
data/spec/monthly_spec.rb +11 -28
data/spec/once_spec.rb +6 -13
data/spec/quarterly_spec.rb +5 -12
data/spec/summarizer_spec.rb +11 -42
data/spec/track_spec.rb +19 -49
data/spec/verbose_output_spec.rb +3 -3
data/spec/yearly_spec.rb +5 -12
metadata +4 -13
data/example.yml +0 -98
data/lib/hledger_forecast/csv_parser.rb +0 -106
data/spec/csv_and_yml_comparison_spec.rb +0 -32
data/spec/csv_parser_spec.rb +0 -110
data/spec/modifier_spec.rb +0 -102
data/spec/stubs/forecast.yml +0 -19

data/spec/csv_and_yml_comparison_spec.rb DELETED Viewed

@@ -1,32 +0,0 @@
-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 DELETED Viewed

@@ -1,110 +0,0 @@
-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/modifier_spec.rb DELETED Viewed

@@ -1,102 +0,0 @@
-require_relative '../lib/hledger_forecast'
-base_config = <<~YAML
-  monthly:
-    - account: "Assets:Bank"
-      from: "2023-01-01"
-      transactions:
-        - amount: 300
-          category: "Expenses:Groceries"
-          description: Food shopping
-          modifiers:
-            - amount: 0.02
-              description: "Y1 inflation"
-              from: "2024-01-01"
-              to: "2024-12-31"
-            - amount: 0.05
-              description: "Y2 inflation"
-              from: "2025-01-01"
-              to: "2025-12-31"
-    - account: "Assets:Savings"
-      from: "2023-05-01"
-      transactions:
-        - amount: 500
-          category: "Assets:Bank"
-          description: Savings
-          modifiers:
-            - amount: 0.1
-              description: "Savings uplift"
-              from: "2024-05-01"
-              to: "2025-04-30"
-  settings:
-    currency: USD
-YAML
-base_journal = <<~JOURNAL
-  ~ monthly from 2023-01-01  * Food shopping
-      Expenses:Groceries    $300.00;  Food shopping
-      Assets:Bank
-  ~ monthly from 2023-05-01  * Savings
-      Assets:Bank           $500.00;  Savings
-      Assets:Savings
-  = Expenses:Groceries date:2024-01-01..2024-12-31
-      Expenses:Groceries    *0.02 ;  Food shopping - Y1 inflation
-      Assets:Bank           *-0.02
-  = Expenses:Groceries date:2025-01-01..2025-12-31
-      Expenses:Groceries    *0.05 ;  Food shopping - Y2 inflation
-      Assets:Bank           *-0.05
-  = Assets:Bank date:2024-05-01..2025-04-30
-      Assets:Bank           *0.1  ;  Savings - Savings uplift
-      Assets:Savings        *-0.1
-JOURNAL
-no_date_config = <<~YAML
-  monthly:
-    - account: "Assets:Bank"
-      from: "2023-01-01"
-      transactions:
-        - amount: 500
-          category: "Expenses:Groceries"
-          description: Food shopping
-          modifiers:
-            - amount: 0.1
-              description: "Inflation"
-  settings:
-    currency: USD
-YAML
-no_date_journal = <<~JOURNAL
-  ~ monthly from 2023-01-01  * Food shopping
-      Expenses:Groceries    $500.00;  Food shopping
-      Assets:Bank
-  = Expenses:Groceries date:2023-01-01
-      Expenses:Groceries    *0.1  ;  Food shopping - Inflation
-      Assets:Bank           *-0.1
-JOURNAL
-RSpec.describe 'Applying modifiers to transactions -' do
-  it 'Auto-postings should be created correctly' do
-    generated = HledgerForecast::Generator
-    generated_journal = generated.generate(base_config)
-    expect(generated_journal).to eq(base_journal)
-  end
-  it 'Auto-postings should be created correctly if no dates are set' do
-    generated = HledgerForecast::Generator
-    generated_journal = generated.generate(no_date_config)
-    expect(generated_journal).to eq(no_date_journal)
-  end
-end

data/spec/stubs/forecast.yml DELETED Viewed

@@ -1,19 +0,0 @@
-monthly:
-  - account: "Assets:Bank"
-    from: "2023-03-01"
-    transactions:
-      - amount: 2000.55
-        category: "Expenses:Mortgage"
-        description: Mortgage
-      - amount: 100
-        category: "Expenses:Food"
-        description: Food
-  - account: "Assets:Savings"
-    from: "2023-03-01"
-    transactions:
-      - amount: -1000
-        category: "Assets:Bank"
-        description: Savings
-settings:
-  currency: GBP