NPO-Accounting/conservancy_beancount Changeset - 7f3a26b5557d

Changeset - 7f3a26b5557d

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Brett Smith - 4 years ago 2020-06-18 18:07:44
brettcsmith@brettcsmith.org

reports: Balance.format() accepts zero argument.

This change has the same motivation as the recent change to
BaseODS.balance_cell(): try to preserve currency information when it's
available.

3 files changed with 47 insertions and 27 deletions:

conservancy_beancount/reports/accrual.py

conservancy_beancount/reports/core.py

tests/test_reports_balance.py

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conservancy_beancount/reports/accrual.py

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@@ ... / @@ -465,2 +465,3 @@ class BalanceReport(BaseReport): @@
         date_s = posts[0].meta.date.strftime('%Y-%m-%d')
         balance_s = posts.balance_at_cost().format(zero="Zero balance")
         if index:
@@ ... / @@ -468,3 +469,3 @@ class BalanceReport(BaseReport): @@
         yield f"{posts.invoice}:"
-        yield f"  {posts.balance_at_cost()} outstanding since {date_s}"
+        yield f"  {balance_s} outstanding since {date_s}"

conservancy_beancount/reports/core.py

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@@ ... / @@ -204,5 +204,6 @@ class Balance(Mapping[str, data.Amount]): @@
     def format(self,
-               fmt: Optional[str]='#,#00.00 ¤¤',
+               fmt: Optional[str]='#,##0.00 ¤¤',
                sep: str=', ',
                empty: str="Zero balance",
                zero: Optional[str]=None,
                tolerance: Optional[Decimal]=None,
@@ ... / @@ -211,4 +212,6 @@ class Balance(Mapping[str, data.Amount]): @@
         If the balance is zero (within tolerance), returns ``empty``.
         Otherwise, returns a string with each amount in the balance formatted
         If the balance is completely empty, return ``empty``.
         If the balance is zero (within tolerance) and ``zero`` is specified,
         return ``zero``.
         Otherwise, return a string with each amount in the balance formatted
         as ``fmt``, separated by ``sep``.
@@ ... / @@ -218,10 +221,14 @@ class Balance(Mapping[str, data.Amount]): @@
         """
         amounts = list(self.clean_copy(tolerance).values())
         if not amounts:
         balance = self.clean_copy(tolerance) or self.copy(tolerance)
         if not balance:
             return empty
         amounts.sort(key=lambda amt: abs(amt.number), reverse=True)
         return sep.join(
             babel.numbers.format_currency(amt.number, amt.currency, fmt)
             for amt in amounts
+        )
         elif zero is not None and balance.is_zero():
             return zero
         else:
             amounts = list(balance.values())
             amounts.sort(key=lambda amt: (-abs(amt.number), amt.currency))
             return sep.join(
                 babel.numbers.format_currency(amt.number, amt.currency, fmt)
                 for amt in amounts
+            )

tests/test_reports_balance.py

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@@ ... / @@ -30,3 +30,3 @@ DEFAULT_STRINGS = [ @@
     ({}, "Zero balance"),
-    ({'JPY': 0, 'BRL': 0}, "Zero balance"),
+    ({'JPY': 0, 'BRL': 0}, "0.00 BRL, 0 JPY"),
     ({'USD': '20.00'}, "20.00 USD"),
@@ ... / @@ -35,3 +35,3 @@ DEFAULT_STRINGS = [ @@
     ({'USD': 10, 'EUR': '.00015'}, "10.00 USD"),
-    ({'JPY': '-.00015'}, "Zero balance"),
+    ({'JPY': '-.00015'}, "-0 JPY"),
+]
@@ ... / @@ -387,5 +387,5 @@ def test_format_defaults(mapping, expected): @@
     ('¤##0.0', '¥5000, -€1500.00'),
-    ('#,#00.0¤¤', '5,000JPY, -1,500.00EUR'),
+    ('#,##0.0¤¤', '5,000JPY, -1,500.00EUR'),
     ('¤+##0.0;¤-##0.0', '¥+5000, €-1500.00'),
-    ('#,#00.0 ¤¤;(#,#00.0 ¤¤)', '5,000 JPY, (1,500.00 EUR)'),
+    ('#,##0.0 ¤¤;(#,##0.0 ¤¤)', '5,000 JPY, (1,500.00 EUR)'),
 ])
@@ ... / @@ -422,18 +422,30 @@ def test_format_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('currency,fmt', itertools.product(
     ['USD', 'JPY', 'BRL'],
     [None, '¤#,##0.00', '###0.00 ¤¤'],
 ))
 def test_format_zero_balance_fmt(currency, fmt):
     zero_amt = testutil.Amount(0, currency)
     nonzero_amt = testutil.Amount(9, currency)
     zero_bal = core.Balance([zero_amt])
     nonzero_bal = core.Balance([nonzero_amt])
     expected = nonzero_bal.format(fmt).replace('9', '0')
     assert zero_bal.format(fmt) == expected
 @pytest.mark.parametrize('currency,fmt', testutil.combine_values(
     ['USD', 'JPY', 'BRL'],
     ["N/A", "Zero", "ø"],
 ))
 def test_format_zero_balance_zero_str(currency, fmt):
     zero_amt = testutil.Amount(0, currency)
     zero_bal = core.Balance([zero_amt])
     assert zero_bal.format(zero=fmt) == fmt
 @pytest.mark.parametrize('tolerance', TOLERANCES)
-def test_format_tolerance(tolerance):
+def test_format_zero_balance_with_tolerance(tolerance):
     chf = testutil.Amount('.005', 'CHF')
     actual = core.Balance([chf]).format(tolerance=tolerance)
+    actual = core.Balance([chf]).format(zero="ø", tolerance=tolerance)
     if tolerance > chf.number:
-        assert actual == "Zero balance"
+        assert actual == "ø"
     else:
-        assert actual == "00.00 CHF"
+        assert actual == "0.00 CHF"

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