discourse-hledger/spec/lib/hledger/report_builder_spec.rb

# frozen_string_literal: true

class FakeHledgerRunner
  FIXTURES = Rails.root.join("plugins/hledger/spec/fixtures")
  FILES = {
    "accounts" => "accounts.json",
    "balance_sheet" => "balance_sheet.json",
    "income_statement" => "income_statement.json",
    "equity" => "equity.json",
    "transactions" => "transactions.json",
  }.freeze

  attr_reader :version

  def initialize(version: "1.52.1")
    @version = version
  end

  def available?
    version.present?
  end

  def execute(argv, stdin_data: nil)
    Hledger::Runner::Result.new(
      success: true,
      stdout: File.read(FIXTURES.join(FILES.fetch(detect(argv)))),
      stderr: "",
      exit_status: 0,
      timed_out: false,
    )
  end

  def detect(argv)
    return "equity" if argv.include?("^equity:")
    return "balance_sheet" if argv.include?("bs")
    return "income_statement" if argv.include?("is")
    return "transactions" if argv.include?("print")

    "accounts"
  end
end

RSpec.describe Hledger::ReportBuilder do
  subject(:builder) { described_class.new(runner: FakeHledgerRunner.new) }

  describe "accounts" do
    it "returns the full account tree with aggregated totals" do
      report = builder.build("accounts", journal: "journal")

      expect(report["report_type"]).to eq("accounts")
      rows = report["sections"].first["rows"]

      expect(rows.map { |row| row["account"] }).to start_with(
        "assets",
        "assets:bank",
        "assets:bank:checking",
      )
      expect(rows.map { |row| row["label"] }).to include("Assets", "Bank", "Checking")

      assets = rows.find { |row| row["account"] == "assets" }
      expect(assets["depth"]).to eq(0)
      expect(assets["root"]).to be(true)
      expect(assets["amounts"].first["display"]).to eq("1029.50 EUR")

      equity = rows.find { |row| row["account"] == "equity" }
      expect(equity["amounts"].first["display"]).to eq("(1000.00 EUR)")
      expect(equity["amounts"].first["quantity"]).to eq("-1000.0")

      checking = rows.find { |row| row["account"] == "assets:bank:checking" }
      expect(checking["depth"]).to eq(2)
      expect(checking["amounts"].first["display"]).to eq("1029.50 EUR")
      expect(report["sections"].first["total"].first["display"]).to eq("0.00 EUR")
    end
  end

  describe "balance sheet" do
    it "returns sections, totals and net" do
      report = builder.build("balance_sheet", journal: "journal")

      expect(report["sections"].map { |s| s["title"] }).to eq(%w[Assets Liabilities])
      assets = report["sections"].first
      expect(assets["rows"].map { |row| row["label"] }).to eq(%w[Bank Checking])
      expect(assets["rows"].map { |row| row["depth"] }).to eq([0, 1])
      expect(assets["rows"].map { |row| row["root"] }).to eq([false, false])
      expect(assets["rows"].last["amounts"].first["display"]).to eq("1029.50 EUR")
      expect(assets["total"].first["display"]).to eq("1029.50 EUR")
      expect(report["net"].first["display"]).to eq("1029.50 EUR")
    end
  end

  describe "income statement" do
    it "returns sections, totals and net" do
      report = builder.build("income_statement", journal: "journal")

      expect(report["sections"].map { |s| s["title"] }).to eq(%w[Revenues Expenses])
      expect(report["sections"].first["rows"].map { |row| row["label"] }).to eq(["Donations"])
      expect(report["sections"].first["rows"].map { |row| row["depth"] }).to eq([0])
      expect(report["sections"].last["rows"].map { |row| row["label"] }).to eq(%w[Hosting Server])
      expect(report["sections"].last["rows"].map { |row| row["depth"] }).to eq([0, 1])
      expect(report["net"].first["display"]).to eq("29.50 EUR")
    end
  end

  describe "equity" do
    it "shows the equity account tree with each row's share" do
      report = builder.build("equity", journal: "journal")

      group = report["groups"].first
      expect(group["commodity"]).to eq("EUR")
      expect(group["total"]["quantity"]).to eq("1000.0")
      expect(group["rows"].map { |row| row["label"] }).to eq(%w[Alice Bob])
      expect(group["rows"].map { |row| row["depth"] }).to eq([0, 0])
      expect(group["rows"].map { |row| row["percentage"] }).to eq(%w[60.00 40.00])
      expect(group["rows"].first["amounts"].first["display"]).to eq("600.00 EUR")
    end
  end

  describe "transactions" do
    it "returns each transaction with its postings" do
      report = builder.build("transactions", journal: "journal")

      transactions = report["transactions"]
      expect(transactions.map { |txn| txn["date"] }).to eq(%w[2024-01-01 2024-02-10 2024-03-15])
      expect(transactions.map { |txn| txn["description"] }).to eq(
        ["Opening balances", "Hosting", "Donation"],
      )

      opening = transactions.first
      expect(opening["postings"].map { |posting| posting["account"] }).to eq(
        %w[assets:bank:checking equity:alice equity:bob],
      )
      expect(opening["postings"].first["amounts"].first["display"]).to eq("1000.00 EUR")
    end
  end

  describe "period" do
    it "serializes the requested period" do
      report =
        builder.build(
          "income_statement",
          journal: "journal",
          begin_date: Date.new(2024, 1, 1),
          end_date: Date.new(2024, 3, 15),
        )

      expect(report["period"]).to eq("begin" => "2024-01-01", "end" => "2024-03-15")
      expect(report["meta"]["hledger_version"]).to eq("1.52.1")
    end
  end

  it "raises for unsupported report types" do
    expect { builder.build("nope", journal: "journal") }.to raise_error(Hledger::Error)
  end

  it "raises when hledger is unavailable" do
    unavailable = FakeHledgerRunner.new(version: nil)

    expect {
      described_class.new(runner: unavailable).build("accounts", journal: "x")
    }.to raise_error(Hledger::UnavailableError)
  end
end