Update

- Use new convenience positions: USD
- Remove imports (use explicit module names)

Author: Eric Forgy

Project.toml

@@ -4,18 +4,20 @@ keywords = ["Finance", "Ledger"]
 license = "MIT"
 desc = "Financial ledgers"
 authors = ["Eric Forgy <[email protected]>", "ScottPJones <[email protected]>"]
-version = "0.3.0"
+version = "0.4.0"
 
 [deps]
 AbstractTrees = "1520ce14-60c1-5f80-bbc7-55ef81b5835c"
 Assets = "821ac057-2368-47e2-a1d8-2c0798f0e233"
+Currencies = "0fd90b74-7c1f-579e-9252-02cd883047b9"
 Instruments = "2a4f3d17-849a-48a1-809e-d780c70a95a0"
 StructArrays = "09ab397b-f2b6-538f-b94a-2f83cf4a842a"
 UUIDs = "cf7118a7-6976-5b1a-9a39-7adc72f591a4"
 
 [compat]
-Assets = "0.8"
-Instruments = "0.7"
+Assets = "0.10"
+Currencies = "0.18"
+Instruments = "0.9"
 
 [extras]
 Test = "8dfed614-e22c-5e08-85e1-65c5234f0b40"

src/Ledgers.jl

@@ -12,8 +12,7 @@ Licensed under MIT License, see LICENSE.md
 module Ledgers
 
 using UUIDs, StructArrays, AbstractTrees
-using Instruments
-import Instruments: instrument, symbol, amount, name, currency
+using Assets, Instruments, Currencies
 
 export Account, Ledger, Entry, Identifier, AccountId, AccountCode, AccountInfo, AccountGroup
 export id, balance, credit!, debit!, post!, instrument, currency, symbol, amount
@@ -79,7 +78,7 @@ struct AccountGroup{P <: Position} <: AccountNode{P}
 end
 
 function AccountGroup(
-        ::P,
+        ::Type{P},
         code,
         name,
         isdebit=true;
@@ -131,11 +130,17 @@ subgroups(group::AccountGroup) = group.subgroups
 
 instrument(::AccountType{P}) where {P <: Position} = instrument(P)
 
-symbol(::AccountType{P}) where {P <: Position} = symbol(P)
+# import Instruments: symbol, currency, instrument, position, amount
 
-currency(::AccountType{P}) where {P <: Position} = currency(P)
+Instruments.symbol(::AccountType{P}) where {I,P <: Position{I}} = symbol(I)
 
-amount(acc::AccountType) = amount(balance(acc))
+Instruments.currency(::AccountType{P}) where {I,P <: Position{I}} = currency(I)
+
+Instruments.instrument(::AccountType{P}) where {I,P <: Position{I}} = instrument(I)
+
+Instruments.position(::AccountType{P}) where {I,P <: Position{I}} = position(I)
+
+Instruments.amount(acc::AccountType) = amount(balance(acc))
 
 debit!(acc::Account, amt::Position) = (acc.balance += amt)
 

test/runtests.jl

@@ -2,9 +2,9 @@ using Ledgers, Test
 using Assets: USD
 
 function example()
-    group = AccountGroup(0USD, AccountCode("0000000"), "Account Group", true)
-    assets = AccountGroup(0USD, AccountCode("1000000"), "Assets", true, parent=group)
-    liabilities = AccountGroup(0USD, AccountCode("2000000"), "Liabilities", false, parent=group)
+    group = AccountGroup(USD, AccountCode("0000000"), "Account Group", true)
+    assets = AccountGroup(USD, AccountCode("1000000"), "Assets", true, parent=group)
+    liabilities = AccountGroup(USD, AccountCode("2000000"), "Liabilities", false, parent=group)
     cash = AccountInfo(Account(0USD), AccountCode("1010000"), "Cash", true, parent=assets)
     payable = AccountInfo(Account(0USD), AccountCode("2010000"), "Accounts Payable", false, parent=liabilities)