Merge branch 'master' into fix-matchgroups
This commit is contained in:
Simon Michael
GitHub
commit
169198ff55
488
Justfile
488
Justfile
@ -1,5 +1,5 @@
|
||||
#!/usr/bin/env just
|
||||
# * Project scripts, using https://github.com/casey/just (last tested with 1.16.0)
|
||||
# * Project scripts, using https://github.com/casey/just (last tested with 1.24.0)
|
||||
# Usage: alias j=just, run j to list available scripts.
|
||||
#
|
||||
# After many years with make and plain shell and haskell for
|
||||
@ -22,7 +22,7 @@
|
||||
# (highlight-lines-matching-regexp "^@?\\w.*\\w:$" 'hi-pink) ; recipe headings (misses recipes with dependencies)
|
||||
# ))
|
||||
#
|
||||
# This file is formatted by `just _fmt`, which currently eats blank lines a bit (and commits).
|
||||
# This file is formatted by `just format`, which currently eats blank lines a bit (and commits).
|
||||
#
|
||||
# 'set export' makes constants and arguments available as $VAR as well as {{ VAR }}.
|
||||
# $ makes just code more like shell code.
|
||||
@ -59,9 +59,9 @@ alias h := help
|
||||
@check:
|
||||
just --fmt --unstable --check
|
||||
|
||||
# if this justfile is error free but in non-standard format, reformat and commit it
|
||||
# if this justfile is error free but in non-standard format, reformat it, and if it has changes, commit it
|
||||
@format:
|
||||
just -q chk || just --fmt --unstable && git commit -m ';just: format' -- {{ justfile() }}
|
||||
just -q chk || just -q --fmt --unstable && git diff --quiet || git commit -m ';just: format' -- {{ justfile() }}
|
||||
|
||||
# rerun RECIPE when any watched-by-default file changes
|
||||
watch RECIPE *JOPTS:
|
||||
@ -87,13 +87,14 @@ _watchgitdbg *WOPTS:
|
||||
BROWSE := 'open'
|
||||
|
||||
# XXX These often don't work well interpolated as $CMD or {{ CMD }}, not sure why
|
||||
|
||||
# find GNU tools, eg on mac
|
||||
GDATE := `type -P gdate || echo date`
|
||||
GTAR := `type -P gtar || echo tar`
|
||||
#GNUTAR := `which gtar >/dev/null && echo gtar || echo tar`
|
||||
|
||||
GDATE := `type -P gdate || echo date`
|
||||
GTAR := `type -P gtar || echo tar`
|
||||
|
||||
#GNUTAR := `which gtar >/dev/null && echo gtar || echo tar`
|
||||
# make ghc usable for scripting with -e
|
||||
|
||||
GHC := 'ghc -ignore-dot-ghci -package-env -'
|
||||
GHCI := 'ghci'
|
||||
|
||||
@ -204,8 +205,8 @@ DOCSOURCEFILES := '
|
||||
CONTRIBUTING.md
|
||||
' + MANUALSOURCEFILES + COMMANDHELPFILES
|
||||
TESTFILES := `fd '\.test$' --exclude ledger-compat`
|
||||
# XXX it's fd-find on gnu/linux ?
|
||||
|
||||
# XXX it's fd-find on gnu/linux ?
|
||||
# # file(s) which require recompilation for a build to have an up-to-date version string
|
||||
# VERSIONSOURCEFILE := 'hledger/Hledger/Cli/Version.hs'
|
||||
# Two or three-part version string, set as program version in builds made by this makefile.
|
||||
@ -246,55 +247,30 @@ BUILDFLAGS := '-rtsopts ' + WARNINGS + GHCLOWMEMFLAGS + CABALMACROSFLAGS + ' -DD
|
||||
TIME := "{{ shell date +'%Y%m%d%H%M' }}"
|
||||
MONTHYEAR := "{{ shell date +'%B %Y' }}"
|
||||
|
||||
# ** ghci ------------------------------------------------------------
|
||||
GHCI:
|
||||
# ** Building ------------------------------------------------------------
|
||||
BUILDING:
|
||||
|
||||
# run ghci on hledger-lib + hledger
|
||||
@ghci:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger/Hledger/Cli.hs
|
||||
# build the hledger package showing ghc codegen times/allocations
|
||||
@buildtimes:
|
||||
time ($STACK build hledger --force-dirty --ghc-options='-fforce-recomp -ddump-timings' 2>&1 | grep -E '\bCodeGen \[.*time=')
|
||||
|
||||
# run ghci on hledger-lib + hledger with profiling/call stack information
|
||||
@ghci-prof:
|
||||
stack build --profile hledger --only-dependencies
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS -fexternal-interpreter -prof -fprof-auto hledger/Hledger/Cli.hs
|
||||
|
||||
# # run ghci on hledger-lib + hledger + dev.hs script
|
||||
# @ghci-dev:
|
||||
# $STACKGHCI exec -- $GHCI $BUILDFLAGS -fno-warn-unused-imports -fno-warn-unused-binds dev.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-ui
|
||||
@ghci-ui:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-ui/Hledger/UI/Main.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-web
|
||||
@ghci-web:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-web/app/main.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-web + hledger-web test suite
|
||||
@ghci-web-test:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-web/test/test.hs
|
||||
|
||||
# # better than stack exec ?
|
||||
# # XXX does not see changes to files
|
||||
# # run ghci on hledger-lib + test runner
|
||||
# ghci-lib-test:
|
||||
# $STACKGHCI ghci --ghc-options="\'-rtsopts {{ WARNINGS }} -ihledger-lib -DDEVELOPMENT -DVERSION=\"1.26.99\"\'" hledger-lib/test/unittest.hs
|
||||
# run ghci on all the hledger
|
||||
# ghci-all:
|
||||
# $STACK exec -- $GHCI $BUILDFLAGS \
|
||||
# hledger-ui/Hledger/UI/Main.hs \
|
||||
# hledger-web/app/main.hs \
|
||||
|
||||
# run ghci on hledger-lib doctests
|
||||
@ghci-doctest:
|
||||
cd hledger-lib; $STACKGHCI ghci hledger-lib:test:doctest
|
||||
|
||||
# run ghci on Shake.hs
|
||||
@ghci-shake:
|
||||
$STACK exec {{ SHAKEDEPS }} -- ghci Shake.hs
|
||||
|
||||
# ** ghcid ------------------------------------------------------------
|
||||
GHCID:
|
||||
# # build an unoptimised hledger at bin/hledger.EXT.unopt (default: git describe)
|
||||
# build-unopt *EXT:
|
||||
# #!/usr/bin/env bash
|
||||
# ext={{ if EXT == '' { `git describe --tags` } else { EXT } }}
|
||||
# exe="bin/hledger.$ext.unopt"
|
||||
# $STACK --verbosity=error install --ghc-options=-O0 hledger --local-bin-path=bin
|
||||
# mv bin/hledger "$exe"
|
||||
# echo "$exe"
|
||||
# # build hledger with profiling enabled at bin/hledgerprof
|
||||
# hledgerprof:
|
||||
# # $STACK --verbosity=error install --local-bin-path=bin hledger
|
||||
# $STACK build --profile hledger
|
||||
# # hledger-lib --ghc-options=-fprof-auto
|
||||
# # @echo "to profile, use $STACK exec --profile -- hledger ..."
|
||||
# # build "bin/hledgercov" for coverage reports (with ghc)
|
||||
# hledgercov:
|
||||
# $STACK ghc {{ MAIN }} -fhpc -o bin/hledgercov -outputdir .hledgercovobjs $BUILDFLAGS
|
||||
|
||||
# run ghcid on hledger-lib + hledger
|
||||
@ghcid:
|
||||
@ -349,7 +325,53 @@ SHAKEDEPS := '\
|
||||
ghcid-shake:
|
||||
stack exec {{ SHAKEDEPS }} -- ghcid Shake.hs
|
||||
|
||||
# ** dev.hs script ------------------------------------------------------------
|
||||
# ** Testing ------------------------------------------------------------
|
||||
TESTING:
|
||||
|
||||
# run ghci on hledger-lib + hledger
|
||||
@ghci:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger/Hledger/Cli.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger with profiling/call stack information
|
||||
@ghci-prof:
|
||||
stack build --profile hledger --only-dependencies
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS -fexternal-interpreter -prof -fprof-auto hledger/Hledger/Cli.hs
|
||||
|
||||
# # run ghci on hledger-lib + hledger + dev.hs script
|
||||
# @ghci-dev:
|
||||
# $STACKGHCI exec -- $GHCI $BUILDFLAGS -fno-warn-unused-imports -fno-warn-unused-binds dev.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-ui
|
||||
@ghci-ui:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-ui/Hledger/UI/Main.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-web
|
||||
@ghci-web:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-web/app/main.hs
|
||||
|
||||
# run ghci on hledger-lib + hledger + hledger-web + hledger-web test suite
|
||||
@ghci-web-test:
|
||||
$STACKGHCI exec -- $GHCI $BUILDFLAGS hledger-web/test/test.hs
|
||||
|
||||
# # better than stack exec ?
|
||||
# # XXX does not see changes to files
|
||||
# # run ghci on hledger-lib + test runner
|
||||
# ghci-lib-test:
|
||||
# $STACKGHCI ghci --ghc-options="\'-rtsopts {{ WARNINGS }} -ihledger-lib -DDEVELOPMENT -DVERSION=\"1.26.99\"\'" hledger-lib/test/unittest.hs
|
||||
# run ghci on all the hledger
|
||||
# ghci-all:
|
||||
# $STACK exec -- $GHCI $BUILDFLAGS \
|
||||
# hledger-ui/Hledger/UI/Main.hs \
|
||||
# hledger-web/app/main.hs \
|
||||
|
||||
# run ghci on hledger-lib doctests
|
||||
@ghci-doctest:
|
||||
cd hledger-lib; $STACKGHCI ghci hledger-lib:test:doctest
|
||||
|
||||
# run ghci on Shake.hs
|
||||
@ghci-shake:
|
||||
$STACK exec {{ SHAKEDEPS }} -- ghci Shake.hs
|
||||
|
||||
# # hledger-lib/Hledger/Read/TimeclockReaderPP.hs
|
||||
# # build the dev.hs script for quick experiments (with ghc)
|
||||
# dev:
|
||||
@ -372,34 +394,6 @@ ghcid-shake:
|
||||
# curl -F "file=@devprof-hc.hp" -F "title='hledger parser'" http://heap.ezyang.com/upload
|
||||
# curl -F "file=@devprof-hr.hp" -F "title='hledger parser'" http://heap.ezyang.com/upload
|
||||
|
||||
# ** Building ------------------------------------------------------------
|
||||
BUILDING:
|
||||
|
||||
# build the hledger package showing ghc codegen times/allocations
|
||||
@buildtimes:
|
||||
time ($STACK build hledger --force-dirty --ghc-options='-fforce-recomp -ddump-timings' 2>&1 | grep -E '\bCodeGen \[.*time=')
|
||||
|
||||
# # build an unoptimised hledger at bin/hledger.EXT.unopt (default: git describe)
|
||||
# build-unopt *EXT:
|
||||
# #!/usr/bin/env bash
|
||||
# ext={{ if EXT == '' { `git describe --tags` } else { EXT } }}
|
||||
# exe="bin/hledger.$ext.unopt"
|
||||
# $STACK --verbosity=error install --ghc-options=-O0 hledger --local-bin-path=bin
|
||||
# mv bin/hledger "$exe"
|
||||
# echo "$exe"
|
||||
# # build hledger with profiling enabled at bin/hledgerprof
|
||||
# hledgerprof:
|
||||
# # $STACK --verbosity=error install --local-bin-path=bin hledger
|
||||
# $STACK build --profile hledger
|
||||
# # hledger-lib --ghc-options=-fprof-auto
|
||||
# # @echo "to profile, use $STACK exec --profile -- hledger ..."
|
||||
# # build "bin/hledgercov" for coverage reports (with ghc)
|
||||
# hledgercov:
|
||||
# $STACK ghc {{ MAIN }} -fhpc -o bin/hledgercov -outputdir .hledgercovobjs $BUILDFLAGS
|
||||
|
||||
# ** Testing ------------------------------------------------------------
|
||||
TESTING:
|
||||
|
||||
# run tests that are reasonably quick (files, unit, functional) and benchmarks
|
||||
test: filestest functest
|
||||
|
||||
@ -492,6 +486,18 @@ ADDONEXTS := 'pl py rb sh hs lhs rkt exe com bat'
|
||||
mkdir hledger/test/addons/hledger-addondir
|
||||
chmod +x hledger/test/addons/hledger-*
|
||||
|
||||
# compare hledger's and ledger's balance report
|
||||
compare-balance:
|
||||
#!/usr/bin/env bash
|
||||
for f in examples/1txns-1accts.journal \
|
||||
examples/10txns-10accts.journal \
|
||||
; do \
|
||||
(export f=$f; \
|
||||
printf "\n-------------------------------------------------------------------------------\n"; \
|
||||
echo "comparing hledger -f $f balance and ledger -f $f balance --flat"; \
|
||||
difft --color=always --display side-by-side-show-both <(hledger -f $f balance) <(ledger -f $f balance --flat) ) | tail +2; \
|
||||
done
|
||||
|
||||
# generate a hlint report
|
||||
# hlinttest hlint:
|
||||
# hlint --hint=hlint --report=hlint.html {{ SOURCEFILES }}
|
||||
@ -513,6 +519,53 @@ ADDONEXTS := 'pl py rb sh hs lhs rkt exe com bat'
|
||||
installtest:
|
||||
cd; {{ justfile_directory() }}/hledger-install/hledger-install.sh
|
||||
|
||||
# ** Installing ------------------------------------------------------------
|
||||
INSTALLING:
|
||||
|
||||
# # copy the current ~/.local/bin/hledger to bin/old/hledger-VER
|
||||
# @copy-as VER:
|
||||
# cp ~/.local/bin/hledger bin/old/hledger-{{ VER }}; echo "bin/hledger-{{ VER }}"
|
||||
|
||||
# stack install, then copy the hledger executables to bin/old/hledger*-VER
|
||||
@installas VER:
|
||||
$STACK install --local-bin-path bin/old
|
||||
for e in hledger hledger-ui hledger-web ; do cp bin/old/$e bin/old/$e-{{ VER }}; echo "bin/$e-{{ VER }}"; done
|
||||
|
||||
# # make must be GNU Make 4.3+
|
||||
# .PHONY: shellcompletions
|
||||
# # update shell completions in hledger package
|
||||
# shellcompletions:
|
||||
# make -C hledger/shell-completion/ clean-all all
|
||||
|
||||
# download a recent set of hledger versions from github releases to bin/hledger-VER
|
||||
get-binaries:
|
||||
for V in 1.32.2 1.31 1.30 1.29.2 1.28 1.27.1; do just get-binary $OS x64 $V; done
|
||||
just symlink-binaries
|
||||
|
||||
# download hledger version VER for OS (linux, mac windows) and ARCH (x64) from github releases to bin/hledger-VER
|
||||
|
||||
# On gnu/linux: can't interpolate GTAR here for some reason, and need the shebang line.
|
||||
get-binary OS ARCH VER:
|
||||
#!/usr/bin/env bash
|
||||
cd bin && curl -Ls https://github.com/simonmichael/hledger/releases/download/{{ VER }}/hledger-{{ OS }}-{{ ARCH }}.zip | funzip | `type -P gtar || echo tar` xf - hledger --transform 's/$/-{{ VER }}/'
|
||||
|
||||
# add easier symlinks for all the minor hledger releases downloaded by get-binaries.
|
||||
symlink-binaries:
|
||||
just symlink-binary 1.32.2
|
||||
just symlink-binary 1.29.2
|
||||
just symlink-binary 1.27.1
|
||||
|
||||
# add an easier symlink for this minor hledger release (hledger-1.29 -> hledger-1.29.2, etc.)
|
||||
@symlink-binary MINORVER:
|
||||
cd bin && ln -sf hledger-$MINORVER hledger-`echo $MINORVER | sed -E 's/\.[0-9]+$//'`
|
||||
|
||||
# sym-link some directories required by hledger-web dev builds
|
||||
symlink-web-dirs:
|
||||
echo "#ln -sf hledger-web/config # disabled, causes makeinfo warnings"
|
||||
ln -sf hledger-web/messages
|
||||
ln -sf hledger-web/static
|
||||
ln -sf hledger-web/templates
|
||||
|
||||
# ** Benchmarking ------------------------------------------------------------
|
||||
BENCHMARKING:
|
||||
|
||||
@ -571,29 +624,9 @@ samplejournals:
|
||||
|
||||
# The current OS name, in the form used for hledger release binaries: linux, mac, windows or other.
|
||||
# can't use $GHC or {{GHC}} here for some reason
|
||||
|
||||
OS := `ghc -ignore-dot-ghci -package-env - -e 'import System.Info' -e 'putStrLn $ case os of "darwin"->"mac"; "mingw32"->"windows"; "linux"->"linux"; _->"other"'`
|
||||
|
||||
# download a recent set of hledger versions from github releases to bin/hledger-VER
|
||||
get-binaries:
|
||||
for V in 1.32.2 1.31 1.30 1.29.2 1.28 1.27.1; do just get-binary $OS x64 $V; done
|
||||
just symlink-binaries
|
||||
|
||||
# download hledger version VER for OS (linux, mac windows) and ARCH (x64) from github releases to bin/hledger-VER
|
||||
# On gnu/linux: can't interpolate GTAR here for some reason, and need the shebang line.
|
||||
get-binary OS ARCH VER:
|
||||
#!/usr/bin/env bash
|
||||
cd bin && curl -Ls https://github.com/simonmichael/hledger/releases/download/{{ VER }}/hledger-{{ OS }}-{{ ARCH }}.zip | funzip | `type -P gtar || echo tar` xf - hledger --transform 's/$/-{{ VER }}/'
|
||||
|
||||
# add easier symlinks for all the minor hledger releases downloaded by get-binaries.
|
||||
symlink-binaries:
|
||||
just symlink-binary 1.32.2
|
||||
just symlink-binary 1.29.2
|
||||
just symlink-binary 1.27.1
|
||||
|
||||
# add an easier symlink for this minor hledger release (hledger-1.29 -> hledger-1.29.2, etc.)
|
||||
@symlink-binary MINORVER:
|
||||
cd bin && ln -sf hledger-$MINORVER hledger-`echo $MINORVER | sed -E 's/\.[0-9]+$//'`
|
||||
|
||||
# tools/generatejournal.hs 3 5 5 --chinese > examples/chinese.journal # don't regenerate, keep the simple version
|
||||
# $ just --set BENCHEXES ledger,hledger bench
|
||||
|
||||
@ -602,20 +635,14 @@ symlink-binaries:
|
||||
printf "Running quick benchmarks (times are approximate, can be skewed):\n"
|
||||
which quickbench >/dev/null && quickbench {{ ARGS }} || echo "quickbench not installed (see bench.sh), skipping"
|
||||
|
||||
@bench-quick8:
|
||||
quickbench -w hledger-1.23,hledger-1.24,hledger-1.25,hledger-1.26,hledger-1.28,hledger-1.29,hledger-21ad,ledger
|
||||
|
||||
@bench-quick3:
|
||||
quickbench -w hledger-1.26,hledger-21ad,ledger '_ -f examples/10ktxns-1kaccts.journal print' '_ -f examples/10ktxns-1kaccts.journal register' '_ -f examples/10ktxns-1kaccts.journal balance'
|
||||
|
||||
@bench-gtime:
|
||||
for args in '-f examples/10ktxns-1kaccts.journal print' '-f examples/100ktxns-1kaccts.journal register' '-f examples/100ktxns-1kaccts.journal balance'; do \
|
||||
echo; \
|
||||
for app in hledger-1.26 hledger-21ad ledger; do \
|
||||
echo; echo $app $args:; \
|
||||
gtime $app $args >/dev/null; \
|
||||
done; \
|
||||
done
|
||||
# @bench-gtime:
|
||||
# for args in '-f examples/10ktxns-1kaccts.journal print' '-f examples/100ktxns-1kaccts.journal register' '-f examples/100ktxns-1kaccts.journal balance'; do \
|
||||
# echo; \
|
||||
# for app in hledger-1.26 hledger-21ad ledger; do \
|
||||
# echo; echo $app $args:; \
|
||||
# gtime $app $args >/dev/null; \
|
||||
# done; \
|
||||
# done
|
||||
|
||||
# show throughput at various data sizes with the given hledger executable (requires samplejournals)
|
||||
@bench-throughput EXE:
|
||||
@ -633,28 +660,15 @@ symlink-binaries:
|
||||
stack build hledger
|
||||
stack exec -- just throughput hledger
|
||||
|
||||
# show throughput of recent hledger versions (requires samplejournals)
|
||||
@bench-throughput-recent:
|
||||
for v in 1.25 1.28 1.29 1.32 21ad; do printf "\nhledger-$v:\n"; for i in `seq 1 3`; do hledger-$v -f examples/10ktxns-10kaccts.journal stats | grep throughput; done; done
|
||||
|
||||
@bench-balance-many-accts:
|
||||
quickbench -w hledger-1.26,hledger-21ad,ledger -f bench-many-accts.sh -N2
|
||||
#quickbench -w hledger-1.25,hledger-1.28,hledger-1.29,hledger-1.30,hledger-1.31,hledger-1.32,hledger-21ad,ledger -f bench-many-accts.sh -N2
|
||||
|
||||
@bench-balance-many-txns:
|
||||
quickbench -w hledger-21ad,ledger -f bench-many-txns.sh -N2
|
||||
|
||||
# examples/100txns-100accts.journal \
|
||||
compare-balance:
|
||||
#!/usr/bin/env bash
|
||||
for f in examples/1txns-1accts.journal \
|
||||
examples/10txns-10accts.journal \
|
||||
; do \
|
||||
(export f=$f; \
|
||||
printf "\n-------------------------------------------------------------------------------\n"; \
|
||||
echo "comparing hledger -f $f balance and ledger -f $f balance --flat"; \
|
||||
difft --color=always --display side-by-side-show-both <(hledger -f $f balance) <(ledger -f $f balance --flat) ) | tail +2; \
|
||||
done
|
||||
for v in 1.25 1.28 1.29 1.32 1.32.3; do printf "\nhledger-$v:\n"; for i in `seq 1 3`; do hledger-$v -f examples/10ktxns-10kaccts.journal stats | grep throughput; done; done
|
||||
|
||||
# @bench-balance-many-accts:
|
||||
# quickbench -w hledger-1.26,hledger-21ad,ledger -f bench-many-accts.sh -N2
|
||||
# #quickbench -w hledger-1.25,hledger-1.28,hledger-1.29,hledger-1.30,hledger-1.31,hledger-1.32,hledger-21ad,ledger -f bench-many-accts.sh -N2
|
||||
# @bench-balance-many-txns:
|
||||
# quickbench -w hledger-21ad,ledger -f bench-many-txns.sh -N2
|
||||
# samplejournals bench.sh
|
||||
# bench: samplejournals tests/bench.tests tools/simplebench \
|
||||
# $(call def-help,bench,\
|
||||
@ -674,7 +688,6 @@ compare-balance:
|
||||
# run progression benchmark tests and save graphical results\
|
||||
# )
|
||||
# tools/progressionbench -- -t png -k png
|
||||
|
||||
# # prof: samplejournals \
|
||||
# # $(call def-help,prof,\
|
||||
# # generate and archive an execution profile\
|
||||
@ -745,12 +758,6 @@ DOCUMENTING:
|
||||
# see also Shake.hs
|
||||
# http://www.haskell.org/haddock/doc/html/invoking.html
|
||||
|
||||
# optimise and commit RELEASING value map diagram
|
||||
@releasediag:
|
||||
pngquant doc/HledgerReleaseValueMap.png -f -o doc/HledgerReleaseValueMap.png
|
||||
git add doc/HledgerReleaseValueMap.png
|
||||
git commit -m ';doc: RELEASING: update value map' -- doc/HledgerReleaseValueMap.png
|
||||
|
||||
STACKHADDOCK := 'time ' + STACK + ' --verbosity=error haddock --fast --no-keep-going \
|
||||
--only-locals --no-haddock-deps --no-haddock-hyperlink-source \
|
||||
--haddock-arguments="--no-warnings" \
|
||||
@ -832,95 +839,20 @@ haddock-open:
|
||||
# @(printf "\nbrowser will open in $(BROWSEDELAY)s (adjust BROWSE in Makefile if needed)...\n\n"; sleep $(BROWSEDELAY); $(BROWSE) $(LOCALSITEURL)) &
|
||||
# @$(WATCHEXEC) --print-events -e md,m4 -i hledger.md -i hledger-ui.md -i hledger-web.md -r './Shake webmanuals && ./Shake orgfiles && make -sC site serve'
|
||||
|
||||
# ** Installing ------------------------------------------------------------
|
||||
INSTALLING:
|
||||
|
||||
# # copy the current ~/.local/bin/hledger to bin/old/hledger-VER
|
||||
# @copy-as VER:
|
||||
# cp ~/.local/bin/hledger bin/old/hledger-{{ VER }}; echo "bin/hledger-{{ VER }}"
|
||||
|
||||
# stack install, then copy the hledger executables to bin/old/hledger*-VER
|
||||
@installas VER:
|
||||
$STACK install --local-bin-path bin/old
|
||||
for e in hledger hledger-ui hledger-web ; do cp bin/old/$e bin/old/$e-{{ VER }}; echo "bin/$e-{{ VER }}"; done
|
||||
|
||||
# # make must be GNU Make 4.3+
|
||||
# .PHONY: shellcompletions
|
||||
# # update shell completions in hledger package
|
||||
# shellcompletions:
|
||||
# make -C hledger/shell-completion/ clean-all all
|
||||
|
||||
# ** Releasing ------------------------------------------------------------
|
||||
RELEASING:
|
||||
|
||||
# Symlink/copy important files temporarily in .relfiles/.
|
||||
relfiles:
|
||||
#!/usr/bin/env bash
|
||||
echo "linking/copying important release files in .relfiles/ for convenient access..."
|
||||
mkdir -p .relfiles
|
||||
cd .relfiles
|
||||
for f in \
|
||||
../stack.yaml \
|
||||
../Shake.hs \
|
||||
../hledger-install/hledger-install.sh \
|
||||
../CHANGES.md \
|
||||
../hledger/CHANGES.md \
|
||||
../hledger-ui/CHANGES.md \
|
||||
../hledger-web/CHANGES.md \
|
||||
../hledger-lib/CHANGES.md \
|
||||
../doc/github-release.md \
|
||||
../doc/ANNOUNCE \
|
||||
../doc/ANNOUNCE.masto \
|
||||
../site/src/release-notes.md \
|
||||
../site/src/install.md \
|
||||
; do ln -sf $f .; done
|
||||
cp ../doc/RELEASING.md ./RELEASING2.md # temp copy which can be edited without disruption
|
||||
|
||||
# Prepare to release today, creating/switching to release branch, updating versions, dates, manuals, changelogs etc.
|
||||
relprep VER:
|
||||
#!/usr/bin/env bash
|
||||
set -euo pipefail
|
||||
[[ -z {{ VER }} ]] && usage
|
||||
BRANCH=$(just _versionReleaseBranch {{ VER }})
|
||||
COMMIT="-c"
|
||||
echo "Switching to $BRANCH, auto-creating it if needed..."
|
||||
just _gitSwitchAutoCreate "$BRANCH"
|
||||
echo "Bumping all version strings to {{ VER }} ..."
|
||||
./Shake setversion {{ VER }} $COMMIT
|
||||
echo "Updating all command help texts for embedding..."
|
||||
./Shake cmdhelp $COMMIT
|
||||
echo "Updating all dates in man pages..."
|
||||
./Shake mandates
|
||||
echo "Generating all the manuals in all formats...."
|
||||
./Shake manuals $COMMIT
|
||||
echo "Updating CHANGES.md files with latest commits..."
|
||||
./Shake changelogs $COMMIT
|
||||
|
||||
# Push the current branch to github to generate release binaries.
|
||||
@relbin:
|
||||
# assumes the github remote is named "github"
|
||||
git push -f github HEAD:binaries
|
||||
|
||||
# Show last release date (of hledger package).
|
||||
@reldate:
|
||||
awk '/^#+ +[0-9]+\.[0-9].*([0-9]{4}-[0-9]{2}-[0-9]{2})/{print $3;exit}' hledger/CHANGES.md
|
||||
|
||||
# Show last release date and version (of hledger package).
|
||||
@rel:
|
||||
just rels | head -1
|
||||
|
||||
# Show all release dates and versions (of hledger package).
|
||||
@rels:
|
||||
awk '/^#+ +[0-9]+\.[0-9].*([0-9]{4}-[0-9]{2}-[0-9]{2})/{printf "%s %s\n",$3,$2}' hledger/CHANGES.md
|
||||
# optimise and commit RELEASING value map diagram
|
||||
@releasediag:
|
||||
pngquant doc/HledgerReleaseValueMap.png -f -o doc/HledgerReleaseValueMap.png
|
||||
git add doc/HledgerReleaseValueMap.png
|
||||
git commit -m ';doc: RELEASING: update value map' -- doc/HledgerReleaseValueMap.png
|
||||
|
||||
# Convert DATEARG to an ISO date. It can be an ISO date, number of recent days, or nothing (meaning last release date).
|
||||
@datearg *DATEARG:
|
||||
@_datearg *DATEARG:
|
||||
echo {{ if DATEARG == '' { `just reldate` } else { if DATEARG =~ '^\d+$' { `dateadd $(date +%Y-%m-%d) -$DATEARG` } else { DATEARG } } }}
|
||||
|
||||
# Show activity since (mostly) this date or days ago or last release. Eg: just log > log.org
|
||||
log *DATEARG:
|
||||
#!/usr/bin/env osh
|
||||
DATE=`just datearg $DATEARG`
|
||||
DATE=`just _datearg $DATEARG`
|
||||
printf "* Activity since $DATE:\n\n"
|
||||
printf "Last release: `just rel`\n\n"
|
||||
just chlog
|
||||
@ -954,7 +886,7 @@ GITLG := "git log --format='%ad %h %s' --date=short"
|
||||
# Show commits in the three repos since this date or days ago or last release, briefly.
|
||||
commitlog *DATEARG:
|
||||
#!/usr/bin/env osh
|
||||
DATE=`just datearg $DATEARG`
|
||||
DATE=`just _datearg $DATEARG`
|
||||
printf "** hledger commits\n\n"
|
||||
{{ GITLG }} --since $DATE
|
||||
echo
|
||||
@ -1037,16 +969,79 @@ bloglog:
|
||||
echo "** pta.o: https://plaintextaccounting.org/#`date +%Y`"
|
||||
echo
|
||||
|
||||
# Some evil works against this..
|
||||
# echo "open https://www.reddit.com/r/plaintextaccounting/new, copy links since $DAYS days ago ($DATE), paste into obsidian, select, cut, and paste here for cleaning (in emacs shell use C-c C-d, C-c C-r)"
|
||||
# just redditclean > $$.tmp
|
||||
# printf "\n\n\n\n\n"
|
||||
# cat $$.tmp
|
||||
# rm -f $$.tmp
|
||||
#
|
||||
# Clean links copied from old.reddit.com.
|
||||
@redditclean:
|
||||
rg '^(\[.*?]\([^\)]+\)).*self.plaintextaccounting' -or '- $1\n' -
|
||||
# # Some evil works against this..
|
||||
# # echo "open https://www.reddit.com/r/plaintextaccounting/new, copy links since $DAYS days ago ($DATE), paste into obsidian, select, cut, and paste here for cleaning (in emacs shell use C-c C-d, C-c C-r)"
|
||||
# # just redditclean > $$.tmp
|
||||
# # printf "\n\n\n\n\n"
|
||||
# # cat $$.tmp
|
||||
# # rm -f $$.tmp
|
||||
# #
|
||||
# # Clean links copied from old.reddit.com.
|
||||
# @redditclean:
|
||||
# rg '^(\[.*?]\([^\)]+\)).*self.plaintextaccounting' -or '- $1\n' -
|
||||
|
||||
# ** Releasing ------------------------------------------------------------
|
||||
RELEASING:
|
||||
|
||||
# Symlink/copy important files temporarily in .relfiles/.
|
||||
relfiles:
|
||||
#!/usr/bin/env bash
|
||||
echo "linking/copying important release files in .relfiles/ for convenient access..."
|
||||
mkdir -p .relfiles
|
||||
cd .relfiles
|
||||
for f in \
|
||||
../stack.yaml \
|
||||
../Shake.hs \
|
||||
../hledger-install/hledger-install.sh \
|
||||
../CHANGES.md \
|
||||
../hledger/CHANGES.md \
|
||||
../hledger-ui/CHANGES.md \
|
||||
../hledger-web/CHANGES.md \
|
||||
../hledger-lib/CHANGES.md \
|
||||
../doc/github-release.md \
|
||||
../doc/ANNOUNCE \
|
||||
../doc/ANNOUNCE.masto \
|
||||
../site/src/release-notes.md \
|
||||
../site/src/install.md \
|
||||
; do ln -sf $f .; done
|
||||
cp ../doc/RELEASING.md ./RELEASING2.md # temp copy which can be edited without disruption
|
||||
|
||||
# Prepare to release today, creating/switching to release branch, updating versions, dates, manuals, changelogs etc.
|
||||
relprep VER:
|
||||
#!/usr/bin/env bash
|
||||
set -euo pipefail
|
||||
[[ -z {{ VER }} ]] && usage
|
||||
BRANCH=$(just _versionReleaseBranch {{ VER }})
|
||||
COMMIT="-c"
|
||||
echo "Switching to $BRANCH, auto-creating it if needed..."
|
||||
just _gitSwitchAutoCreate "$BRANCH"
|
||||
echo "Bumping all version strings to {{ VER }} ..."
|
||||
./Shake setversion {{ VER }} $COMMIT
|
||||
echo "Updating all command help texts for embedding..."
|
||||
./Shake cmdhelp $COMMIT
|
||||
echo "Updating all dates in man pages..."
|
||||
./Shake mandates
|
||||
echo "Generating all the manuals in all formats...."
|
||||
./Shake manuals $COMMIT
|
||||
echo "Updating CHANGES.md files with latest commits..."
|
||||
./Shake changelogs $COMMIT
|
||||
|
||||
# Push the current branch to github to generate release binaries.
|
||||
@relbin:
|
||||
# assumes the github remote is named "github"
|
||||
git push -f github HEAD:binaries
|
||||
|
||||
# Show last release date (of hledger package).
|
||||
@reldate:
|
||||
awk '/^#+ +[0-9]+\.[0-9].*([0-9]{4}-[0-9]{2}-[0-9]{2})/{print $3;exit}' hledger/CHANGES.md
|
||||
|
||||
# Show last release date and version (of hledger package).
|
||||
@rel:
|
||||
just rels | head -1
|
||||
|
||||
# Show all release dates and versions (of hledger package).
|
||||
@rels:
|
||||
awk '/^#+ +[0-9]+\.[0-9].*([0-9]{4}-[0-9]{2}-[0-9]{2})/{printf "%s %s\n",$3,$2}' hledger/CHANGES.md
|
||||
|
||||
# *** hledger version number helpers
|
||||
# (as hidden recipes, since just doesn't support global custom functions)
|
||||
@ -1288,9 +1283,9 @@ sccv:
|
||||
# ** Misc ------------------------------------------------------------
|
||||
MISC:
|
||||
|
||||
# push to github CI, wait for tests to pass, then push to master
|
||||
@push:
|
||||
tools/push
|
||||
# push to github CI, wait for tests to pass, refreshing every INTERVAL (default:10s), then push to master.
|
||||
@push *INTERVAL:
|
||||
tools/push {{ INTERVAL }}
|
||||
|
||||
# run some tests to validate the development environment
|
||||
# check-setup:
|
||||
@ -1300,13 +1295,6 @@ MISC:
|
||||
# @({{ SHELLTEST }} checks \
|
||||
# && echo $@ PASSED) || echo $@ FAILED
|
||||
|
||||
# sym-link some directories required by hledger-web dev builds
|
||||
mkwebdirs:
|
||||
echo "#ln -sf hledger-web/config # disabled, causes makeinfo warnings"
|
||||
ln -sf hledger-web/messages
|
||||
ln -sf hledger-web/static
|
||||
ln -sf hledger-web/templates
|
||||
|
||||
# Show activity over the last N days (eg 7), for This Week In Hledger.
|
||||
@_lastweek DAYS:
|
||||
echo "hledger time last $DAYS days including today (this should be run on a Friday):"
|
||||
|
||||
2
Shake.hs
2
Shake.hs
@ -1,5 +1,5 @@
|
||||
#!/usr/bin/env stack
|
||||
{- stack script --resolver nightly-2023-10-13 --compile
|
||||
{- stack script --resolver nightly-2024-02-28 --compile
|
||||
--extra-include-dirs /Library/Developer/CommandLineTools/SDKs/MacOSX12.1.sdk/usr/include/ffi
|
||||
--package base-prelude
|
||||
--package directory
|
||||
|
||||
@ -97,7 +97,7 @@ module Hledger.Data.Amount (
|
||||
amountSetPrecisionMax,
|
||||
withPrecision,
|
||||
amountSetFullPrecision,
|
||||
amountSetFullPrecisionOr,
|
||||
amountSetFullPrecisionUpTo,
|
||||
amountInternalPrecision,
|
||||
amountDisplayPrecision,
|
||||
defaultMaxPrecision,
|
||||
@ -159,6 +159,7 @@ module Hledger.Data.Amount (
|
||||
wbUnpack,
|
||||
mixedAmountSetPrecision,
|
||||
mixedAmountSetFullPrecision,
|
||||
mixedAmountSetFullPrecisionUpTo,
|
||||
mixedAmountSetPrecisionMin,
|
||||
mixedAmountSetPrecisionMax,
|
||||
|
||||
@ -453,24 +454,26 @@ amountSetFullPrecision a = amountSetPrecision p a
|
||||
|
||||
|
||||
-- | We often want to display "infinite decimal" amounts rounded to some readable
|
||||
-- number of digits, while still displaying amounts with a large "non infinite" number
|
||||
-- of decimal digits (eg, 100 or 200 digits) in full.
|
||||
-- number of digits, while still displaying amounts with a large but "non infinite"
|
||||
-- number of decimal digits (eg 10 or 100 or 200 digits) in full.
|
||||
-- This helper is like amountSetFullPrecision, but with some refinements:
|
||||
-- 1. If the internal precision is the maximum (255), indicating an infinite decimal,
|
||||
-- the display precision is set to a smaller hard-coded default (8).
|
||||
-- 2. A maximum display precision can be specified, setting a hard upper limit.
|
||||
--
|
||||
-- 1. A maximum display precision can be specified, setting a hard upper limit.
|
||||
--
|
||||
-- 2. If no limit is specified, and the internal precision is the maximum (255),
|
||||
-- indicating an infinite decimal, display precision is set to a smaller default (8).
|
||||
--
|
||||
-- This function always sets an explicit display precision (ie, Precision n).
|
||||
amountSetFullPrecisionOr :: Maybe Word8 -> Amount -> Amount
|
||||
amountSetFullPrecisionOr mmaxp a = amountSetPrecision (Precision p2) a
|
||||
--
|
||||
amountSetFullPrecisionUpTo :: Maybe Word8 -> Amount -> Amount
|
||||
amountSetFullPrecisionUpTo mmaxp a = amountSetPrecision (Precision p) a
|
||||
where
|
||||
p1 = if -- dbg0 "maxdigits" $
|
||||
amountHasMaxDigits a then defaultMaxPrecision else max disp intp
|
||||
-- & dbg0 "p1"
|
||||
p = case mmaxp of
|
||||
Just maxp -> min maxp $ max disp intp
|
||||
Nothing -> if amountHasMaxDigits a then defaultMaxPrecision else max disp intp
|
||||
where
|
||||
intp = amountInternalPrecision a
|
||||
disp = amountDisplayPrecision a
|
||||
p2 = maybe p1 (min p1) mmaxp
|
||||
-- & dbg0 "p2"
|
||||
intp = amountInternalPrecision a
|
||||
|
||||
-- | The fallback display precision used when showing amounts
|
||||
-- representing an infinite decimal.
|
||||
@ -1228,6 +1231,14 @@ mixedAmountSetPrecision p = mapMixedAmountUnsafe (amountSetPrecision p)
|
||||
mixedAmountSetFullPrecision :: MixedAmount -> MixedAmount
|
||||
mixedAmountSetFullPrecision = mapMixedAmountUnsafe amountSetFullPrecision
|
||||
|
||||
-- | In each component amount, increase the display precision sufficiently
|
||||
-- to render it exactly if possible, but not more than the given max precision,
|
||||
-- and if no max precision is given and the amount has infinite decimals,
|
||||
-- limit display precision to a hard-coded smaller number (8).
|
||||
-- See amountSetFullPrecisionUpTo.
|
||||
mixedAmountSetFullPrecisionUpTo :: Maybe Word8 -> MixedAmount -> MixedAmount
|
||||
mixedAmountSetFullPrecisionUpTo mmaxp = mapMixedAmountUnsafe (amountSetFullPrecisionUpTo mmaxp)
|
||||
|
||||
-- | In each component amount, ensure the display precision is at least the given value.
|
||||
-- Makes all amounts have an explicit Precision.
|
||||
mixedAmountSetPrecisionMin :: Word8 -> MixedAmount -> MixedAmount
|
||||
|
||||
@ -131,11 +131,17 @@ transactionCheckBalanced BalancingOpts{commodity_styles_} t = errs
|
||||
rmsg
|
||||
| rsumok = ""
|
||||
| not rsignsok = "The real postings all have the same sign. Consider negating some of them."
|
||||
| otherwise = "The real postings' sum should be 0 but is: " ++ showMixedAmountOneLineWithoutCost False rsumcost
|
||||
| otherwise = "The real postings' sum should be 0 but is: " ++
|
||||
(showMixedAmountWith oneLineNoCostFmt{displayCost=True, displayZeroCommodity=True} $
|
||||
mixedAmountSetFullPrecisionUpTo Nothing $ mixedAmountSetFullPrecision
|
||||
rsumcost)
|
||||
bvmsg
|
||||
| bvsumok = ""
|
||||
| not bvsignsok = "The balanced virtual postings all have the same sign. Consider negating some of them."
|
||||
| otherwise = "The balanced virtual postings' sum should be 0 but is: " ++ showMixedAmountOneLineWithoutCost False bvsumcost
|
||||
| otherwise = "The balanced virtual postings' sum should be 0 but is: " ++
|
||||
(showMixedAmountWith oneLineNoCostFmt{displayCost=True, displayZeroCommodity=True} $
|
||||
mixedAmountSetFullPrecisionUpTo Nothing $ mixedAmountSetFullPrecision
|
||||
bvsumcost)
|
||||
|
||||
-- | Legacy form of transactionCheckBalanced.
|
||||
isTransactionBalanced :: BalancingOpts -> Transaction -> Bool
|
||||
|
||||
@ -63,6 +63,7 @@ module Hledger.Data.Dates (
|
||||
spanIntersect,
|
||||
spansIntersect,
|
||||
spanDefaultsFrom,
|
||||
spanExtend,
|
||||
spanUnion,
|
||||
spansUnion,
|
||||
daysSpan,
|
||||
@ -314,8 +315,8 @@ groupByDateSpan showempty date colspans =
|
||||
where
|
||||
groupByCols [] _ = []
|
||||
groupByCols (c:cs) [] = if showempty then (c, []) : groupByCols cs [] else []
|
||||
groupByCols (c:cs) ps = (c, map snd matches) : groupByCols cs later
|
||||
where (matches, later) = span ((spanEnd c >) . Just . fst) ps
|
||||
groupByCols (c:cs) ps = (c, map snd colps) : groupByCols cs laterps
|
||||
where (colps, laterps) = span ((spanEnd c >) . Just . fst) ps
|
||||
|
||||
beforeStart = maybe (const False) (>) $ spanStart =<< headMay colspans
|
||||
|
||||
@ -324,40 +325,82 @@ spansIntersect [] = nulldatespan
|
||||
spansIntersect [d] = d
|
||||
spansIntersect (d:ds) = d `spanIntersect` (spansIntersect ds)
|
||||
|
||||
-- | Calculate the intersection of two datespans.
|
||||
--
|
||||
-- For non-intersecting spans, gives an empty span beginning on the second's start date:
|
||||
-- >>> DateSpan (Just $ Flex $ fromGregorian 2018 01 01) (Just $ Flex $ fromGregorian 2018 01 03) `spanIntersect` DateSpan (Just $ Flex $ fromGregorian 2018 01 03) (Just $ Flex $ fromGregorian 2018 01 05)
|
||||
-- DateSpan 2018-01-03..2018-01-02
|
||||
spanIntersect (DateSpan b1 e1) (DateSpan b2 e2) = DateSpan b e
|
||||
where
|
||||
b = latest b1 b2
|
||||
e = earliest e1 e2
|
||||
|
||||
-- | Fill any unspecified dates in the first span with the dates from
|
||||
-- the second one. Sort of a one-way spanIntersect.
|
||||
spanDefaultsFrom (DateSpan a1 b1) (DateSpan a2 b2) = DateSpan a b
|
||||
where a = if isJust a1 then a1 else a2
|
||||
b = if isJust b1 then b1 else b2
|
||||
|
||||
-- | Calculate the union of a number of datespans.
|
||||
spansUnion [] = nulldatespan
|
||||
spansUnion [d] = d
|
||||
spansUnion (d:ds) = d `spanUnion` (spansUnion ds)
|
||||
|
||||
-- | Calculate the intersection of two datespans.
|
||||
--
|
||||
-- For non-intersecting spans, gives an empty span beginning on the second's start date:
|
||||
-- >>> DateSpan (Just $ Flex $ fromGregorian 2018 01 01) (Just $ Flex $ fromGregorian 2018 01 03) `spanIntersect` DateSpan (Just $ Flex $ fromGregorian 2018 01 03) (Just $ Flex $ fromGregorian 2018 01 05)
|
||||
-- DateSpan 2018-01-03..2018-01-02
|
||||
spanIntersect (DateSpan b1 e1) (DateSpan b2 e2) = DateSpan (laterDefinite b1 b2) (earlierDefinite e1 e2)
|
||||
|
||||
-- | Fill any unspecified dates in the first span with the dates from
|
||||
-- the second one (if specified there). Sort of a one-way spanIntersect.
|
||||
spanDefaultsFrom (DateSpan a1 b1) (DateSpan a2 b2) = DateSpan a b
|
||||
where a = if isJust a1 then a1 else a2
|
||||
b = if isJust b1 then b1 else b2
|
||||
|
||||
-- | Calculate the union of two datespans.
|
||||
spanUnion (DateSpan b1 e1) (DateSpan b2 e2) = DateSpan b e
|
||||
where
|
||||
b = earliest b1 b2
|
||||
e = latest e1 e2
|
||||
-- If either span is open-ended, the union will be too.
|
||||
--
|
||||
-- >>> ys2024 = fromGregorian 2024 01 01
|
||||
-- >>> ys2025 = fromGregorian 2025 01 01
|
||||
-- >>> to2024 = DateSpan Nothing (Just $ Exact ys2024)
|
||||
-- >>> in2024 = DateSpan (Just $ Exact ys2024) (Just $ Exact ys2025)
|
||||
-- >>> spanUnion to2024 in2024
|
||||
-- DateSpan ..2024-12-31
|
||||
-- >>> spanUnion in2024 to2024
|
||||
-- DateSpan ..2024-12-31
|
||||
spanUnion (DateSpan b1 e1) (DateSpan b2 e2) = DateSpan (earlier b1 b2) (later e1 e2)
|
||||
|
||||
latest d Nothing = d
|
||||
latest Nothing d = d
|
||||
latest (Just d1) (Just d2) = Just $ max d1 d2
|
||||
-- | Extend the first span to include any definite end dates of the second.
|
||||
-- Unlike spanUnion, open ends in the second are ignored.
|
||||
-- If the first span was open-ended, it still will be after being extended.
|
||||
--
|
||||
-- >>> ys2024 = fromGregorian 2024 01 01
|
||||
-- >>> ys2025 = fromGregorian 2025 01 01
|
||||
-- >>> to2024 = DateSpan Nothing (Just $ Exact ys2024)
|
||||
-- >>> all2024 = DateSpan (Just $ Exact ys2024) (Just $ Exact ys2025)
|
||||
-- >>> partof2024 = DateSpan (Just $ Exact $ fromGregorian 2024 03 01) (Just $ Exact $ fromGregorian 2024 09 01)
|
||||
-- >>> spanExtend to2024 all2024
|
||||
-- DateSpan 2024
|
||||
-- >>> spanExtend all2024 to2024
|
||||
-- DateSpan 2024
|
||||
-- >>> spanExtend partof2024 all2024
|
||||
-- DateSpan 2024
|
||||
-- >>> spanExtend all2024 partof2024
|
||||
-- DateSpan 2024
|
||||
--
|
||||
spanExtend (DateSpan b1 e1) (DateSpan b2 e2) = DateSpan (earlierDefinite b1 b2) (laterDefinite e1 e2)
|
||||
|
||||
earliest d Nothing = d
|
||||
earliest Nothing d = d
|
||||
earliest (Just d1) (Just d2) = Just $ min d1 d2
|
||||
-- | Pick the earlier of two DateSpan starts, treating Nothing as infinitely early.
|
||||
-- An Exact and Flex with the same date are considered equal; the first argument wins.
|
||||
earlier :: Maybe EFDay -> Maybe EFDay -> Maybe EFDay
|
||||
earlier = min
|
||||
|
||||
-- | Pick the later of two DateSpan starts, treating Nothing as infinitely late.
|
||||
-- An Exact and Flex with the same date are considered equal; the second argument wins.
|
||||
later :: Maybe EFDay -> Maybe EFDay -> Maybe EFDay
|
||||
later _ Nothing = Nothing
|
||||
later Nothing _ = Nothing
|
||||
later d1 d2 = max d1 d2
|
||||
|
||||
-- | Pick the earlier of two DateSpan ends that is a definite date (if any).
|
||||
-- An Exact and Flex with the same date are considered equal; the first argument wins.
|
||||
earlierDefinite :: Maybe EFDay -> Maybe EFDay -> Maybe EFDay
|
||||
earlierDefinite d1 Nothing = d1
|
||||
earlierDefinite Nothing d2 = d2
|
||||
earlierDefinite d1 d2 = min d1 d2
|
||||
|
||||
-- | Pick the later of two DateSpan ends that is a definite date (if any).
|
||||
-- An Exact and Flex with the same date are considered equal; the second argument wins.
|
||||
laterDefinite :: Maybe EFDay -> Maybe EFDay -> Maybe EFDay
|
||||
laterDefinite d1 Nothing = d1
|
||||
laterDefinite Nothing d2 = d2
|
||||
laterDefinite d1 d2 = max d1 d2
|
||||
|
||||
-- | Calculate the minimal DateSpan containing all of the given Days (in the
|
||||
-- usual exclusive-end-date sense: beginning on the earliest, and ending on
|
||||
|
||||
@ -115,7 +115,7 @@ amountPriceDirectiveFromCost :: Day -> Amount -> Maybe PriceDirective
|
||||
amountPriceDirectiveFromCost d amt@Amount{acommodity=fromcomm, aquantity=n} = case acost amt of
|
||||
Just (UnitCost u) -> Just $ pd{pdamount=u}
|
||||
Just (TotalCost t) | n /= 0 -> Just $ pd{pdamount=u}
|
||||
where u = amountSetFullPrecisionOr Nothing $ divideAmount n t
|
||||
where u = amountSetFullPrecisionUpTo Nothing $ divideAmount n t
|
||||
_ -> Nothing
|
||||
where
|
||||
pd = PriceDirective{pddate = d, pdcommodity = fromcomm, pdamount = nullamt}
|
||||
@ -209,7 +209,7 @@ amountValueAtDate priceoracle styles mto d a =
|
||||
-- set the display precision to match the internal precision (showing all digits),
|
||||
-- unnormalised (don't strip trailing zeros);
|
||||
-- but if it looks like an infinite decimal, limit the precision to 8.
|
||||
& amountSetFullPrecisionOr Nothing
|
||||
& amountSetFullPrecisionUpTo Nothing
|
||||
& dbg9With (lbl "calculated value".showAmount)
|
||||
|
||||
-- | Calculate the gain of each component amount, that is the difference
|
||||
|
||||
@ -696,7 +696,7 @@ reportSpanHelper bothdates j ReportSpec{_rsQuery=query, _rsReportOpts=ropts} =
|
||||
_ -> Nothing
|
||||
-- If the requested span is open-ended, close it using the journal's start and end dates.
|
||||
-- This can still be the null (open) span if the journal is empty.
|
||||
requestedspan' = dbg3 "requestedspan'" $ requestedspan `spanDefaultsFrom` (journalspan `spanUnion` pricespan)
|
||||
requestedspan' = dbg3 "requestedspan'" $ requestedspan `spanDefaultsFrom` (journalspan `spanExtend` pricespan)
|
||||
-- The list of interval spans enclosing the requested span.
|
||||
-- This list can be empty if the journal was empty,
|
||||
-- or if hledger-ui has added its special date:-tomorrow to the query
|
||||
|
||||
@ -341,9 +341,11 @@ This is very useful when reconciling. A good workflow is to have
|
||||
your bank's online register open in a browser window, for reference;
|
||||
the journal file open in an editor window;
|
||||
and hledger-ui in watch mode in a terminal window, eg:
|
||||
|
||||
```cli
|
||||
$ hledger-ui --watch --register checking -C
|
||||
```
|
||||
|
||||
As you mark things cleared in the editor,
|
||||
you can see the effect immediately without having to context switch.
|
||||
This leaves more mental bandwidth for your accounting.
|
||||
|
||||
@ -95,7 +95,7 @@ accountOnlyQuery = ("inacctonly:" <>) . quoteIfSpaced
|
||||
|
||||
mixedAmountAsHtml :: MixedAmount -> HtmlUrl a
|
||||
mixedAmountAsHtml b _ =
|
||||
for_ (lines (showMixedAmountWithoutCost False b)) $ \t -> do
|
||||
for_ (lines (showMixedAmountWith noCostFmt{displayZeroCommodity=True} b)) $ \t -> do
|
||||
H.span ! A.class_ c $ toHtml t
|
||||
H.br
|
||||
where
|
||||
|
||||
@ -129,6 +129,12 @@ Query options and arguments may be used to set an initial filter,
|
||||
which although not shown in the UI, will restrict the data shown,
|
||||
in addition to any search query entered in the UI.
|
||||
|
||||
Note that hledger-web shows accounts with zero balances by default, like `hledger-ui` (and unlike `hledger`).
|
||||
Using the `-E/--empty` flag at startup will hide them.
|
||||
|
||||
If you see accounts which appear to have a zero balance, but cannot be hidden with `-E`:
|
||||
these have a mixed-cost balance which looks like zero when costs are hidden.
|
||||
Currently hledger-web does not show costs at all.
|
||||
|
||||
## General help options
|
||||
|
||||
|
||||
@ -17,9 +17,9 @@ $forall (acct, adisplay, aindent, abal) <- items
|
||||
$if hasSubAccounts acct
|
||||
<a href="@?{(registerR, [("q", replaceInacct qparam $ accountOnlyQuery acct)])}" .only.hidden-sm.hidden-xs
|
||||
title="Show transactions affecting this account but not subaccounts">only
|
||||
<td>
|
||||
<td .amount>
|
||||
^{mixedAmountAsHtml abal}
|
||||
<tr .total>
|
||||
<td>
|
||||
<td>
|
||||
<td .amount>
|
||||
^{mixedAmountAsHtml total}
|
||||
|
||||
@ -33,9 +33,9 @@ Features:
|
||||
- If you make a mistake, enter `<` at any prompt to go one step backward.
|
||||
- Input prompts are displayed in a different colour when the terminal supports it.
|
||||
|
||||
Example (see https://hledger.org/add.html for a detailed tutorial):
|
||||
Example (see <https://hledger.org/add.html> for a detailed tutorial):
|
||||
|
||||
``` shell
|
||||
```cli
|
||||
$ hledger add
|
||||
Adding transactions to journal file /src/hledger/examples/sample.journal
|
||||
Any command line arguments will be used as defaults.
|
||||
|
||||
@ -39,6 +39,7 @@ Many of these work with the higher-level commands as well.
|
||||
- or value of balance changes ([`-V`](#valuation-type))
|
||||
- or change of balance values ([`--valuechange`](#balance-report-types))
|
||||
- or unrealised capital gain/loss ([`--gain`](#balance-report-types))
|
||||
- or balance changes from sibling postings (`--related`/`-r`)
|
||||
- or postings count ([`--count`](#balance-report-types))
|
||||
|
||||
..in..
|
||||
@ -77,9 +78,6 @@ This command supports the
|
||||
with output formats `txt`, `csv`, `tsv` (*Added in 1.32*), `json`, and (multi-period reports only:) `html`.
|
||||
In `txt` output in a colour-supporting terminal, negative amounts are shown in red.
|
||||
|
||||
The `--related`/`-r` flag shows the balance of the *other* postings in the
|
||||
transactions of the postings which would normally be shown.
|
||||
|
||||
### Simple balance report
|
||||
|
||||
With no arguments, `balance` shows a list of all accounts and their
|
||||
@ -189,6 +187,7 @@ Some example formats:
|
||||
[valuation]: #valuation
|
||||
[valuation date(s)]: #valuation-date
|
||||
[valuation commodity]: #valuation-commodity
|
||||
|
||||
### Filtered balance report
|
||||
|
||||
You can show fewer accounts, a different time period, totals from
|
||||
@ -371,7 +370,9 @@ Multi-period reports with many periods can be too wide for easy viewing in the t
|
||||
Here are some ways to handle that:
|
||||
|
||||
- Hide the totals row with `-N/--no-total`
|
||||
- Convert to a single currency with `-V`
|
||||
- Filter to a single currency with `cur:`
|
||||
- Convert to a single currency with `-V [--infer-market-price]`
|
||||
- Use a more compact layout like `--layout=bare`
|
||||
- Maximize the terminal window
|
||||
- Reduce the terminal's font size
|
||||
- View with a pager like less, eg: `hledger bal -D --color=yes | less -RS`
|
||||
@ -440,13 +441,13 @@ It is one of:
|
||||
|
||||
#### Accumulation type
|
||||
|
||||
How amounts should accumulate across report periods.
|
||||
How amounts should accumulate across a report's subperiods/columns.
|
||||
Another way to say it: which time period's postings should contribute to each cell's calculation.
|
||||
It is one of:
|
||||
|
||||
- `--change` : calculate with postings from column start to column end, ie "just this column".
|
||||
Typically used to see revenues/expenses.
|
||||
(**default for balance, incomestatement**)
|
||||
(**default for balance, cashflow, incomestatement**)
|
||||
|
||||
- `--cumulative` : calculate with postings from report start to column end, ie "previous columns plus this column".
|
||||
Typically used to show changes accumulated since the report's start date.
|
||||
@ -455,7 +456,7 @@ It is one of:
|
||||
- `--historical/-H` : calculate with postings from journal start to column end,
|
||||
ie "all postings from before report start date until this column's end".
|
||||
Typically used to see historical end balances of assets/liabilities/equity.
|
||||
(**default for balancesheet, balancesheetequity, cashflow**)
|
||||
(**default for balancesheet, balancesheetequity**)
|
||||
|
||||
#### Valuation type
|
||||
|
||||
@ -658,30 +659,16 @@ and then select from multiple budgets defined in your journal.
|
||||
|
||||
#### Budgeting vs forecasting
|
||||
|
||||
`--budget` and `--forecast` both use the periodic transaction rules in the journal to generate temporary transactions for reporting purposes.
|
||||
`--forecast` and `--budget` both use the periodic transaction rules in the journal to generate temporary transactions for reporting purposes.
|
||||
However they are separate features - though you can use both at the same time if you want.
|
||||
Here are some differences between them:
|
||||
|
||||
1. `--budget` is a command-specific option; it selects the **budget report**.
|
||||
|
||||
`--forecast` is a general option; **forecasting works with all reports**.
|
||||
|
||||
2. `--budget` uses **all periodic rules**; `--budget=DESCPAT` uses **just the rules matched** by DESCPAT.
|
||||
|
||||
`--forecast` uses **all periodic rules**.
|
||||
|
||||
3. `--budget`'s budget goal transactions are invisible, except that they produce **goal amounts**.
|
||||
|
||||
`--forecast`'s forecast transactions are visible, and **appear in reports**.
|
||||
|
||||
4. `--budget` generates budget goal transactions **throughout the report period**,
|
||||
optionally restricted by periods specified in the periodic transaction rules.
|
||||
|
||||
`--forecast` generates forecast transactions
|
||||
from **after the last regular transaction**, to the end of the report period;
|
||||
while `--forecast=PERIODEXPR` generates them **throughout the specified period**;
|
||||
both optionally restricted by periods specified in the periodic transaction rules.
|
||||
|
||||
| --forecast | --budget |
|
||||
|------------|----------|
|
||||
| is a general option; it enables forecasting with all reports | is a balance command option; it selects the balance report's budget mode |
|
||||
| generates visible transactions which appear in reports | generates invisible transactions which produce goal amounts |
|
||||
| generates forecast transactions from after the last regular transaction, to the end of the report period; or with an argument `--forecast=PERIODEXPR` generates them throughout the specified period, both optionally restricted by periods specified in the periodic transaction rules | generates budget goal transactions throughout the report period, optionally restricted by periods specified in the periodic transaction rules |
|
||||
| uses all periodic rules | uses all periodic rules; or with an argument `--budget=DESCPAT` uses just the rules matched by DESCPAT |
|
||||
|
||||
### Balance report layout
|
||||
|
||||
@ -695,8 +682,8 @@ It has four possible values:
|
||||
- `--layout=bare`: commodity symbols are in their own column, amounts are bare numbers
|
||||
- `--layout=tidy`: data is normalised to easily-consumed "tidy" form, with one row per data value
|
||||
|
||||
Here are the `--layout` modes supported by each [output format](#output-format);
|
||||
note only CSV output supports all of them:
|
||||
Here are the `--layout` modes supported by each [output format](#output-format)
|
||||
Only CSV output supports all of them:
|
||||
|
||||
| - | txt | csv | html | json | sql |
|
||||
|------|-----|-----|------|------|-----|
|
||||
@ -707,119 +694,122 @@ note only CSV output supports all of them:
|
||||
|
||||
Examples:
|
||||
|
||||
- Wide layout. With many commodities, reports can be very wide:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++====================================================================================================================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
```
|
||||
#### Wide layout
|
||||
With many commodities, reports can be very wide:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Limited wide layout. A width limit reduces the width, but some commodities will be hidden:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++===========================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
------------------++---------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
```
|
||||
|| 2012 2013 2014 Total
|
||||
==================++====================================================================================================================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
```
|
||||
|
||||
- Tall layout. Each commodity gets a new line (may be different in each column), and account names are repeated:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++==================================================
|
||||
Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
Assets:US:ETrade || 18.00 VHT 294.00 VHT
|
||||
------------------++--------------------------------------------------
|
||||
|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
|| 18.00 VHT 294.00 VHT
|
||||
```
|
||||
A width limit reduces the width, but some commodities will be hidden:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Bare layout. Commodity symbols are kept in one column, each commodity gets its own report row, account names are repeated:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
|| Commodity 2012 2013 2014 Total
|
||||
==================++=============================================
|
||||
Assets:US:ETrade || GLD 0 70.00 0 70.00
|
||||
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
|
||||
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
|
||||
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
|
||||
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
|
||||
------------------++---------------------------------------------
|
||||
|| GLD 0 70.00 0 70.00
|
||||
|| ITOT 10.00 18.00 -11.00 17.00
|
||||
|| USD 337.18 -98.12 4881.44 5120.50
|
||||
|| VEA 12.00 10.00 14.00 36.00
|
||||
|| VHT 106.00 18.00 170.00 294.00
|
||||
```
|
||||
|| 2012 2013 2014 Total
|
||||
==================++===========================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
------------------++---------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
```
|
||||
|
||||
- Bare layout also affects [CSV output](#output-format),
|
||||
which is useful for producing data that is easier to consume, eg for making charts:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
|
||||
"account","commodity","balance"
|
||||
"Assets:US:ETrade","GLD","70.00"
|
||||
"Assets:US:ETrade","ITOT","17.00"
|
||||
"Assets:US:ETrade","USD","5120.50"
|
||||
"Assets:US:ETrade","VEA","36.00"
|
||||
"Assets:US:ETrade","VHT","294.00"
|
||||
"total","GLD","70.00"
|
||||
"total","ITOT","17.00"
|
||||
"total","USD","5120.50"
|
||||
"total","VEA","36.00"
|
||||
"total","VHT","294.00"
|
||||
```
|
||||
#### Tall layout
|
||||
Each commodity gets a new line (may be different in each column), and account names are repeated:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Note: bare layout will sometimes display an extra row for the no-symbol commodity,
|
||||
because of zero amounts (hledger treats zeroes as commodity-less, usually).
|
||||
This can break `hledger-bar` confusingly (workaround: add a `cur:` query to exclude
|
||||
the no-symbol row).
|
||||
|| 2012 2013 2014 Total
|
||||
==================++==================================================
|
||||
Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
Assets:US:ETrade || 18.00 VHT 294.00 VHT
|
||||
------------------++--------------------------------------------------
|
||||
|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
|| 18.00 VHT 294.00 VHT
|
||||
```
|
||||
|
||||
- Tidy layout produces normalised "tidy data", where every variable
|
||||
has its own column and each row represents a single data point.
|
||||
See <https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html> for more.
|
||||
This is the easiest kind of data for other software to consume.
|
||||
Here's how it looks:
|
||||
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
|
||||
"account","period","start_date","end_date","commodity","value"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
|
||||
```
|
||||
#### Bare layout
|
||||
Commodity symbols are kept in one column, each commodity has its own row,
|
||||
amounts are bare numbers, account names are repeated:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
### Useful balance reports
|
||||
|| Commodity 2012 2013 2014 Total
|
||||
==================++=============================================
|
||||
Assets:US:ETrade || GLD 0 70.00 0 70.00
|
||||
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
|
||||
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
|
||||
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
|
||||
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
|
||||
------------------++---------------------------------------------
|
||||
|| GLD 0 70.00 0 70.00
|
||||
|| ITOT 10.00 18.00 -11.00 17.00
|
||||
|| USD 337.18 -98.12 4881.44 5120.50
|
||||
|| VEA 12.00 10.00 14.00 36.00
|
||||
|| VHT 106.00 18.00 170.00 294.00
|
||||
```
|
||||
|
||||
Bare layout also affects [CSV output](#output-format),
|
||||
which is useful for producing data that is easier to consume, eg for making charts:
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
|
||||
"account","commodity","balance"
|
||||
"Assets:US:ETrade","GLD","70.00"
|
||||
"Assets:US:ETrade","ITOT","17.00"
|
||||
"Assets:US:ETrade","USD","5120.50"
|
||||
"Assets:US:ETrade","VEA","36.00"
|
||||
"Assets:US:ETrade","VHT","294.00"
|
||||
"total","GLD","70.00"
|
||||
"total","ITOT","17.00"
|
||||
"total","USD","5120.50"
|
||||
"total","VEA","36.00"
|
||||
"total","VHT","294.00"
|
||||
```
|
||||
|
||||
Bare layout will sometimes display an extra row for the no-symbol commodity,
|
||||
because of zero amounts (hledger treats zeroes as commodity-less, usually).
|
||||
This can break `hledger-bar` confusingly (workaround: add a `cur:` query to exclude
|
||||
the no-symbol row).
|
||||
|
||||
#### Tidy layout
|
||||
This produces normalised "tidy data" (see <https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html>)
|
||||
where every variable has its own column and each row represents a single data point.
|
||||
This is the easiest kind of data for other software to consume:
|
||||
|
||||
```cli
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
|
||||
"account","period","start_date","end_date","commodity","value"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
|
||||
```
|
||||
|
||||
### Some useful balance reports
|
||||
|
||||
Some frequently used `balance` options/reports are:
|
||||
|
||||
|
||||
@ -35,6 +35,7 @@ balance can show..
|
||||
- or value of balance changes (-V)
|
||||
- or change of balance values (--valuechange)
|
||||
- or unrealised capital gain/loss (--gain)
|
||||
- or balance changes from sibling postings (--related/-r)
|
||||
- or postings count (--count)
|
||||
|
||||
..in..
|
||||
@ -70,9 +71,6 @@ with output formats txt, csv, tsv (Added in 1.32), json, and
|
||||
(multi-period reports only:) html. In txt output in a colour-supporting
|
||||
terminal, negative amounts are shown in red.
|
||||
|
||||
The --related/-r flag shows the balance of the other postings in the
|
||||
transactions of the postings which would normally be shown.
|
||||
|
||||
Simple balance report
|
||||
|
||||
With no arguments, balance shows a list of all accounts and their change
|
||||
@ -343,7 +341,9 @@ Multi-period reports with many periods can be too wide for easy viewing
|
||||
in the terminal. Here are some ways to handle that:
|
||||
|
||||
- Hide the totals row with -N/--no-total
|
||||
- Convert to a single currency with -V
|
||||
- Filter to a single currency with cur:
|
||||
- Convert to a single currency with -V [--infer-market-price]
|
||||
- Use a more compact layout like --layout=bare
|
||||
- Maximize the terminal window
|
||||
- Reduce the terminal's font size
|
||||
- View with a pager like less, eg:
|
||||
@ -415,13 +415,13 @@ The basic calculation to perform for each table cell. It is one of:
|
||||
|
||||
Accumulation type
|
||||
|
||||
How amounts should accumulate across report periods. Another way to say
|
||||
it: which time period's postings should contribute to each cell's
|
||||
calculation. It is one of:
|
||||
How amounts should accumulate across a report's subperiods/columns.
|
||||
Another way to say it: which time period's postings should contribute to
|
||||
each cell's calculation. It is one of:
|
||||
|
||||
- --change : calculate with postings from column start to column end,
|
||||
ie "just this column". Typically used to see revenues/expenses.
|
||||
(default for balance, incomestatement)
|
||||
(default for balance, cashflow, incomestatement)
|
||||
|
||||
- --cumulative : calculate with postings from report start to column
|
||||
end, ie "previous columns plus this column". Typically used to show
|
||||
@ -431,7 +431,7 @@ calculation. It is one of:
|
||||
column end, ie "all postings from before report start date until
|
||||
this column's end". Typically used to see historical end balances of
|
||||
assets/liabilities/equity. (default for balancesheet,
|
||||
balancesheetequity, cashflow)
|
||||
balancesheetequity)
|
||||
|
||||
Valuation type
|
||||
|
||||
@ -659,35 +659,35 @@ defined in your journal.
|
||||
|
||||
Budgeting vs forecasting
|
||||
|
||||
--budget and --forecast both use the periodic transaction rules in the
|
||||
--forecast and --budget both use the periodic transaction rules in the
|
||||
journal to generate temporary transactions for reporting purposes.
|
||||
However they are separate features - though you can use both at the same
|
||||
time if you want. Here are some differences between them:
|
||||
|
||||
1. --budget is a command-specific option; it selects the budget report.
|
||||
-----------------------------------------------------------------------
|
||||
--forecast --budget
|
||||
-------------------------------------- --------------------------------
|
||||
is a general option; it enables is a balance command option; it
|
||||
forecasting with all reports selects the balance report's
|
||||
budget mode
|
||||
|
||||
--forecast is a general option; forecasting works with all reports.
|
||||
generates visible transactions which generates invisible transactions
|
||||
appear in reports which produce goal amounts
|
||||
|
||||
2. --budget uses all periodic rules; --budget=DESCPAT uses just the
|
||||
rules matched by DESCPAT.
|
||||
generates forecast transactions from generates budget goal
|
||||
after the last regular transaction, to transactions throughout the
|
||||
the end of the report period; or with report period, optionally
|
||||
an argument --forecast=PERIODEXPR restricted by periods specified
|
||||
generates them throughout the in the periodic transaction
|
||||
specified period, both optionally rules
|
||||
restricted by periods specified in the
|
||||
periodic transaction rules
|
||||
|
||||
--forecast uses all periodic rules.
|
||||
|
||||
3. --budget's budget goal transactions are invisible, except that they
|
||||
produce goal amounts.
|
||||
|
||||
--forecast's forecast transactions are visible, and appear in
|
||||
reports.
|
||||
|
||||
4. --budget generates budget goal transactions throughout the report
|
||||
period, optionally restricted by periods specified in the periodic
|
||||
transaction rules.
|
||||
|
||||
--forecast generates forecast transactions from after the last
|
||||
regular transaction, to the end of the report period; while
|
||||
--forecast=PERIODEXPR generates them throughout the specified
|
||||
period; both optionally restricted by periods specified in the
|
||||
periodic transaction rules.
|
||||
uses all periodic rules uses all periodic rules; or with
|
||||
an argument --budget=DESCPAT
|
||||
uses just the rules matched by
|
||||
DESCPAT
|
||||
-----------------------------------------------------------------------
|
||||
|
||||
Balance report layout
|
||||
|
||||
@ -704,8 +704,8 @@ four possible values:
|
||||
- --layout=tidy: data is normalised to easily-consumed "tidy" form,
|
||||
with one row per data value
|
||||
|
||||
Here are the --layout modes supported by each output format; note only
|
||||
CSV output supports all of them:
|
||||
Here are the --layout modes supported by each output format Only CSV
|
||||
output supports all of them:
|
||||
|
||||
- txt csv html json sql
|
||||
------ ----- ----- ------ ------ -----
|
||||
@ -716,115 +716,122 @@ CSV output supports all of them:
|
||||
|
||||
Examples:
|
||||
|
||||
- Wide layout. With many commodities, reports can be very wide:
|
||||
Wide layout
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
With many commodities, reports can be very wide:
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++====================================================================================================================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Limited wide layout. A width limit reduces the width, but some
|
||||
commodities will be hidden:
|
||||
|| 2012 2013 2014 Total
|
||||
==================++====================================================================================================================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
A width limit reduces the width, but some commodities will be hidden:
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++===========================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
------------------++---------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Tall layout. Each commodity gets a new line (may be different in
|
||||
each column), and account names are repeated:
|
||||
|| 2012 2013 2014 Total
|
||||
==================++===========================================================================================================================
|
||||
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
------------------++---------------------------------------------------------------------------------------------------------------------------
|
||||
|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
Tall layout
|
||||
|
||||
|| 2012 2013 2014 Total
|
||||
==================++==================================================
|
||||
Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
Assets:US:ETrade || 18.00 VHT 294.00 VHT
|
||||
------------------++--------------------------------------------------
|
||||
|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
|| 18.00 VHT 294.00 VHT
|
||||
Each commodity gets a new line (may be different in each column), and
|
||||
account names are repeated:
|
||||
|
||||
- Bare layout. Commodity symbols are kept in one column, each
|
||||
commodity gets its own report row, account names are repeated:
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|| 2012 2013 2014 Total
|
||||
==================++==================================================
|
||||
Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
Assets:US:ETrade || 18.00 VHT 294.00 VHT
|
||||
------------------++--------------------------------------------------
|
||||
|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
|
||||
|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
|
||||
|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
|
||||
|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
|
||||
|| 18.00 VHT 294.00 VHT
|
||||
|
||||
|| Commodity 2012 2013 2014 Total
|
||||
==================++=============================================
|
||||
Assets:US:ETrade || GLD 0 70.00 0 70.00
|
||||
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
|
||||
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
|
||||
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
|
||||
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
|
||||
------------------++---------------------------------------------
|
||||
|| GLD 0 70.00 0 70.00
|
||||
|| ITOT 10.00 18.00 -11.00 17.00
|
||||
|| USD 337.18 -98.12 4881.44 5120.50
|
||||
|| VEA 12.00 10.00 14.00 36.00
|
||||
|| VHT 106.00 18.00 170.00 294.00
|
||||
Bare layout
|
||||
|
||||
- Bare layout also affects CSV output, which is useful for producing
|
||||
data that is easier to consume, eg for making charts:
|
||||
Commodity symbols are kept in one column, each commodity has its own
|
||||
row, amounts are bare numbers, account names are repeated:
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
|
||||
"account","commodity","balance"
|
||||
"Assets:US:ETrade","GLD","70.00"
|
||||
"Assets:US:ETrade","ITOT","17.00"
|
||||
"Assets:US:ETrade","USD","5120.50"
|
||||
"Assets:US:ETrade","VEA","36.00"
|
||||
"Assets:US:ETrade","VHT","294.00"
|
||||
"total","GLD","70.00"
|
||||
"total","ITOT","17.00"
|
||||
"total","USD","5120.50"
|
||||
"total","VEA","36.00"
|
||||
"total","VHT","294.00"
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
|
||||
Balance changes in 2012-01-01..2014-12-31:
|
||||
|
||||
- Note: bare layout will sometimes display an extra row for the
|
||||
no-symbol commodity, because of zero amounts (hledger treats zeroes
|
||||
as commodity-less, usually). This can break hledger-bar confusingly
|
||||
(workaround: add a cur: query to exclude the no-symbol row).
|
||||
|| Commodity 2012 2013 2014 Total
|
||||
==================++=============================================
|
||||
Assets:US:ETrade || GLD 0 70.00 0 70.00
|
||||
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
|
||||
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
|
||||
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
|
||||
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
|
||||
------------------++---------------------------------------------
|
||||
|| GLD 0 70.00 0 70.00
|
||||
|| ITOT 10.00 18.00 -11.00 17.00
|
||||
|| USD 337.18 -98.12 4881.44 5120.50
|
||||
|| VEA 12.00 10.00 14.00 36.00
|
||||
|| VHT 106.00 18.00 170.00 294.00
|
||||
|
||||
- Tidy layout produces normalised "tidy data", where every variable
|
||||
has its own column and each row represents a single data point. See
|
||||
https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html
|
||||
for more. This is the easiest kind of data for other software to
|
||||
consume. Here's how it looks:
|
||||
Bare layout also affects CSV output, which is useful for producing data
|
||||
that is easier to consume, eg for making charts:
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
|
||||
"account","period","start_date","end_date","commodity","value"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
|
||||
"account","commodity","balance"
|
||||
"Assets:US:ETrade","GLD","70.00"
|
||||
"Assets:US:ETrade","ITOT","17.00"
|
||||
"Assets:US:ETrade","USD","5120.50"
|
||||
"Assets:US:ETrade","VEA","36.00"
|
||||
"Assets:US:ETrade","VHT","294.00"
|
||||
"total","GLD","70.00"
|
||||
"total","ITOT","17.00"
|
||||
"total","USD","5120.50"
|
||||
"total","VEA","36.00"
|
||||
"total","VHT","294.00"
|
||||
|
||||
Useful balance reports
|
||||
Bare layout will sometimes display an extra row for the no-symbol
|
||||
commodity, because of zero amounts (hledger treats zeroes as
|
||||
commodity-less, usually). This can break hledger-bar confusingly
|
||||
(workaround: add a cur: query to exclude the no-symbol row).
|
||||
|
||||
Tidy layout
|
||||
|
||||
This produces normalised "tidy data" (see
|
||||
https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html)
|
||||
where every variable has its own column and each row represents a single
|
||||
data point. This is the easiest kind of data for other software to
|
||||
consume:
|
||||
|
||||
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
|
||||
"account","period","start_date","end_date","commodity","value"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
|
||||
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
|
||||
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
|
||||
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
|
||||
|
||||
Some useful balance reports
|
||||
|
||||
Some frequently used balance options/reports are:
|
||||
|
||||
|
||||
@ -132,6 +132,10 @@ balances in an opening transaction. These provide useful error checking,
|
||||
but you can ignore them temporarily with -I, or remove them if you
|
||||
prefer.
|
||||
|
||||
Single-commodity, subaccount-exclusive balance assertions (=) are
|
||||
generated by default. This can be changed with --assertion-type='==*'
|
||||
(eg).
|
||||
|
||||
When running close you should probably avoid using -C, -R, status:
|
||||
(filtering by status or realness) or --auto (generating postings), since
|
||||
the generated balance assertions would then require these.
|
||||
|
||||
@ -107,7 +107,7 @@ reversePriceDirective pd@PriceDirective{pdcommodity=c, pdamount=a}
|
||||
where
|
||||
lbl = lbl_ "reversePriceDirective"
|
||||
a' =
|
||||
amountSetFullPrecisionOr (Just defaultMaxPrecision) $
|
||||
amountSetFullPrecisionUpTo (Just defaultMaxPrecision) $
|
||||
invertAmount a{acommodity=c}
|
||||
& dbg9With (lbl "calculated reverse price".showAmount)
|
||||
-- & dbg9With (lbl "precision of reverse price".show.amountDisplayPrecision)
|
||||
|
||||
@ -147,7 +147,7 @@ roi CliOpts{rawopts_=rawopts, reportspec_=rspec@ReportSpec{_rsReportOpts=ReportO
|
||||
, T.pack $ showMixedAmount $ styleAmounts styles $ cashFlowAmt
|
||||
-- , T.pack $ showMixedAmount $
|
||||
-- -- dbg0With (lbl "cashflow after styling".showMixedAmountOneLine) $
|
||||
-- mapMixedAmount (amountSetFullPrecisionOr (Just defaultMaxPrecision)) $
|
||||
-- mapMixedAmount (amountSetFullPrecisionUpTo (Just defaultMaxPrecision)) $
|
||||
-- styleAmounts (styles
|
||||
-- -- & dbg0With (lbl "styles".show))
|
||||
-- cashFlowAmt
|
||||
|
||||
@ -72,7 +72,7 @@ contributions and which is due to the return on investment.
|
||||
assets, or otherwise converting between your investment commodity and
|
||||
any other commodity. Example:
|
||||
|
||||
```
|
||||
```journal
|
||||
2019-01-01 Investing in Snake Oil
|
||||
assets:cash -$100
|
||||
investment:snake oil
|
||||
@ -84,7 +84,7 @@ any other commodity. Example:
|
||||
|
||||
- "Profit and loss" is change in the value of your investment:
|
||||
|
||||
```
|
||||
```journal
|
||||
2019-06-01 Snake Oil falls in value
|
||||
investment:snake oil = $57
|
||||
equity:unrealized profit or loss
|
||||
@ -98,7 +98,7 @@ investment return.
|
||||
Example: if you use `--inv snake --pnl equity:unrealized`, then
|
||||
postings in the example below would be classifed as:
|
||||
|
||||
```
|
||||
```journal
|
||||
2019-01-01 Snake Oil #1
|
||||
assets:cash -$100 ; cash flow posting
|
||||
investment:snake oil ; investment posting
|
||||
|
||||
@ -16,6 +16,7 @@ module Hledger.Cli.Commands.Stats (
|
||||
where
|
||||
|
||||
import Data.Default (def)
|
||||
import System.FilePath (takeFileName)
|
||||
import Data.List (intercalate, nub, sortOn)
|
||||
import Data.List.Extra (nubSort)
|
||||
import qualified Data.Map as Map
|
||||
@ -39,7 +40,8 @@ import Hledger.Cli.Utils (writeOutputLazyText)
|
||||
|
||||
statsmode = hledgerCommandMode
|
||||
$(embedFileRelative "Hledger/Cli/Commands/Stats.txt")
|
||||
[flagReq ["output-file","o"] (\s opts -> Right $ setopt "output-file" s opts) "FILE" "write output to FILE."
|
||||
[ flagNone ["verbose","v"] (setboolopt "verbose") "show more detailed output"
|
||||
,flagReq ["output-file","o"] (\s opts -> Right $ setopt "output-file" s opts) "FILE" "write output to FILE."
|
||||
]
|
||||
[generalflagsgroup1]
|
||||
hiddenflags
|
||||
@ -48,16 +50,17 @@ statsmode = hledgerCommandMode
|
||||
-- like Register.summarisePostings
|
||||
-- | Print various statistics for the journal.
|
||||
stats :: CliOpts -> Journal -> IO ()
|
||||
stats opts@CliOpts{reportspec_=rspec, progstarttime_} j = do
|
||||
stats opts@CliOpts{rawopts_=rawopts, reportspec_=rspec, progstarttime_} j = do
|
||||
let today = _rsDay rspec
|
||||
verbose = boolopt "verbose" rawopts
|
||||
q = _rsQuery rspec
|
||||
l = ledgerFromJournal q j
|
||||
intervalspans = snd $ reportSpanBothDates j rspec
|
||||
showstats = showLedgerStats l today
|
||||
(ls, txncounts) = unzip $ map showstats intervalspans
|
||||
ismultiperiod = length intervalspans > 1
|
||||
(ls, txncounts) = unzip $ map (showLedgerStats verbose l today) intervalspans
|
||||
numtxns = sum txncounts
|
||||
b = unlinesB ls
|
||||
writeOutputLazyText opts $ TL.init $ TB.toLazyText b
|
||||
txt = (if ismultiperiod then id else TL.init) $ TB.toLazyText $ unlinesB ls
|
||||
writeOutputLazyText opts txt
|
||||
t <- getPOSIXTime
|
||||
let dt = t - progstarttime_
|
||||
rtsStatsEnabled <- getRTSStatsEnabled
|
||||
@ -68,11 +71,11 @@ stats opts@CliOpts{reportspec_=rspec, progstarttime_} j = do
|
||||
RTSStats{..} <- getRTSStats
|
||||
printf
|
||||
(intercalate ", "
|
||||
["Runtime stats : %.2f s elapsed"
|
||||
,"%.0f txns/s"
|
||||
["Runtime stats : %.2f s elapsed" -- keep synced
|
||||
,"%.0f txns/s" --
|
||||
-- ,"%0.0f MB avg live"
|
||||
,"%0.0f MB max live"
|
||||
,"%0.0f MB peak allocation"
|
||||
,"%0.0f MB live"
|
||||
,"%0.0f MB alloc"
|
||||
-- ,"(%0.0f MiB"
|
||||
-- ,"%0.0f MiB)"
|
||||
] ++ "\n")
|
||||
@ -84,7 +87,7 @@ stats opts@CliOpts{reportspec_=rspec, progstarttime_} j = do
|
||||
else
|
||||
printf
|
||||
(intercalate ", "
|
||||
["Runtime stats : %.2f s elapsed"
|
||||
["Runtime stats : %.2f s elapsed" -- keep
|
||||
,"%.0f txns/s"
|
||||
] ++ "\n(add +RTS -T -RTS for more)\n")
|
||||
(realToFrac dt :: Float)
|
||||
@ -93,36 +96,37 @@ stats opts@CliOpts{reportspec_=rspec, progstarttime_} j = do
|
||||
toMegabytes n = realToFrac n / 1000000 ::Float -- SI preferred definition, 10^6
|
||||
-- toMebibytes n = realToFrac n / 1048576 ::Float -- traditional computing definition, 2^20
|
||||
|
||||
showLedgerStats :: Ledger -> Day -> DateSpan -> (TB.Builder, Int)
|
||||
showLedgerStats l today spn =
|
||||
showLedgerStats :: Bool -> Ledger -> Day -> DateSpan -> (TB.Builder, Int)
|
||||
showLedgerStats verbose l today spn =
|
||||
(unlinesB $ map (renderRowB def{tableBorders=False, borderSpaces=False} . showRow) stts
|
||||
,tnum)
|
||||
where
|
||||
showRow (label, val) = Group NoLine $ map (Header . textCell TopLeft)
|
||||
[fitText (Just w) (Just w) False True label `T.append` ": ", T.pack val]
|
||||
w = 25 -- keep synced with labels above
|
||||
w = 20 -- keep synced with labels above
|
||||
-- w = maximum $ map (T.length . fst) stts
|
||||
(stts, tnum) = ([
|
||||
("Main file", path) -- ++ " (from " ++ source ++ ")")
|
||||
,("Included files", unlines $ drop 1 $ journalFilePaths j)
|
||||
,("Transactions span", printf "%s to %s (%d days)" (showstart spn) (showend spn) days)
|
||||
,("Last transaction", maybe "none" show lastdate ++ showelapsed lastelapsed)
|
||||
,("Transactions", printf "%d (%0.1f per day)" tnum txnrate)
|
||||
,("Transactions last 30 days", printf "%d (%0.1f per day)" tnum30 txnrate30)
|
||||
,("Transactions last 7 days", printf "%d (%0.1f per day)" tnum7 txnrate7)
|
||||
("Main file", path') -- ++ " (from " ++ source ++ ")")
|
||||
,("Included files", if verbose then unlines includedpaths else show (length includedpaths))
|
||||
,("Txns span", printf "%s to %s (%d days)" (showstart spn) (showend spn) days)
|
||||
,("Last txn", maybe "none" show lastdate ++ showelapsed lastelapsed)
|
||||
,("Txns", printf "%d (%0.1f per day)" tnum txnrate)
|
||||
,("Txns last 30 days", printf "%d (%0.1f per day)" tnum30 txnrate30)
|
||||
,("Txns last 7 days", printf "%d (%0.1f per day)" tnum7 txnrate7)
|
||||
,("Payees/descriptions", show $ size $ fromList $ map (tdescription) ts)
|
||||
,("Accounts", printf "%d (depth %d)" acctnum acctdepth)
|
||||
,("Commodities", printf "%s (%s)" (show $ length cs) (T.intercalate ", " cs))
|
||||
,("Market prices", printf "%s (%s)" (show $ length mktprices) (T.intercalate ", " mktpricecommodities))
|
||||
-- Transactions this month : %(monthtxns)s (last month in the same period: %(lastmonthtxns)s)
|
||||
-- Unmarked transactions : %(unmarked)s
|
||||
,("Commodities", printf "%s%s" (show $ length cs) (if verbose then " (" <> T.intercalate ", " cs <> ")" else ""))
|
||||
,("Market prices", printf "%s%s" (show $ length mktprices) (if verbose then " (" <> T.intercalate ", " mktpricecommodities <> ")" else ""))
|
||||
-- Txns this month : %(monthtxns)s (last month in the same period: %(lastmonthtxns)s)
|
||||
-- Unmarked txns : %(unmarked)s
|
||||
-- Days since reconciliation : %(reconcileelapsed)s
|
||||
-- Days since last transaction : %(recentelapsed)s
|
||||
-- Days since last txn : %(recentelapsed)s
|
||||
]
|
||||
,tnum1)
|
||||
where
|
||||
j = ljournal l
|
||||
path = journalFilePath j
|
||||
path' = if verbose then path else ".../" <> takeFileName path where path = journalFilePath j
|
||||
includedpaths = drop 1 $ journalFilePaths j
|
||||
ts = sortOn tdate $ filter (spanContainsDate spn . tdate) $ jtxns j
|
||||
as = nub $ map paccount $ concatMap tpostings ts
|
||||
cs = either error' Map.keys $ commodityStylesFromAmounts $ concatMap (amountsRaw . pamount) $ concatMap tpostings ts -- PARTIAL:
|
||||
|
||||
@ -4,36 +4,43 @@ Show journal and performance statistics.
|
||||
|
||||
_FLAGS
|
||||
|
||||
The stats command displays summary information for the whole journal, or
|
||||
The stats command shows summary information for the whole journal, or
|
||||
a matched part of it. With a [reporting interval](#reporting-interval),
|
||||
it shows a report for each report period.
|
||||
|
||||
At the end, it shows (in the terminal) the overall run time and number of
|
||||
transactions processed per second. Note these are approximate and will vary
|
||||
based on machine, current load, data size, hledger version, haskell lib
|
||||
versions, GHC version.. but they may be of interest. The `stats` command's
|
||||
run time is similar to that of a single-column balance report.
|
||||
The default output is fairly impersonal, though it reveals the main file name.
|
||||
With `-v/--verbose`, more details are shown, like file paths, included files,
|
||||
and commodity names.
|
||||
|
||||
It also shows some run time statistics:
|
||||
|
||||
- elapsed time
|
||||
- throughput: the number of transactions processed per second
|
||||
- live: the peak memory in use by the program to do its work
|
||||
- alloc: the peak memory allocation from the OS as seen by GHC.
|
||||
Measuring this externally, eg with GNU time, is more accurate;
|
||||
usually that will be a larger number; sometimes (with swapping?) smaller.
|
||||
|
||||
The `stats` command's run time is similar to that of a balance report.
|
||||
|
||||
Example:
|
||||
|
||||
```cli
|
||||
$ hledger stats -f examples/1000x1000x10.journal
|
||||
Main file : /Users/simon/src/hledger/examples/1000x1000x10.journal
|
||||
Included files :
|
||||
Transactions span : 2000-01-01 to 2002-09-27 (1000 days)
|
||||
Last transaction : 2002-09-26 (6995 days ago)
|
||||
Transactions : 1000 (1.0 per day)
|
||||
Transactions last 30 days: 0 (0.0 per day)
|
||||
Transactions last 7 days : 0 (0.0 per day)
|
||||
Payees/descriptions : 1000
|
||||
Accounts : 1000 (depth 10)
|
||||
Commodities : 26 (A, B, C, D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R, S, T, U, V, W, X, Y, Z)
|
||||
Market prices : 1000 (A)
|
||||
|
||||
Run time : 0.12 s
|
||||
Throughput : 8342 txns/s
|
||||
$ hledger stats -f examples/1ktxns-1kaccts.journal
|
||||
Main file : .../1ktxns-1kaccts.journal
|
||||
Included files : 0
|
||||
Txns span : 2000-01-01 to 2002-09-27 (1000 days)
|
||||
Last txn : 2002-09-26 (7827 days ago)
|
||||
Txns : 1000 (1.0 per day)
|
||||
Txns last 30 days : 0 (0.0 per day)
|
||||
Txns last 7 days : 0 (0.0 per day)
|
||||
Payees/descriptions : 1000
|
||||
Accounts : 1000 (depth 10)
|
||||
Commodities : 26
|
||||
Market prices : 1000
|
||||
Runtime stats : 0.12 s elapsed, 8266 txns/s, 4 MB live, 16 MB alloc
|
||||
```
|
||||
|
||||
This command supports
|
||||
the [-o/--output-file](hledger.html#output-destination) option
|
||||
(but not [-O/--output-format](hledger.html#output-format) selection).
|
||||
(but not [-O/--output-format](hledger.html#output-format)).
|
||||
|
||||
@ -4,34 +4,41 @@ Show journal and performance statistics.
|
||||
|
||||
_FLAGS
|
||||
|
||||
The stats command displays summary information for the whole journal, or
|
||||
a matched part of it. With a reporting interval, it shows a report for
|
||||
The stats command shows summary information for the whole journal, or a
|
||||
matched part of it. With a reporting interval, it shows a report for
|
||||
each report period.
|
||||
|
||||
At the end, it shows (in the terminal) the overall run time and number
|
||||
of transactions processed per second. Note these are approximate and
|
||||
will vary based on machine, current load, data size, hledger version,
|
||||
haskell lib versions, GHC version.. but they may be of interest. The
|
||||
stats command's run time is similar to that of a single-column balance
|
||||
report.
|
||||
The default output is fairly impersonal, though it reveals the main file
|
||||
name. With -v/--verbose, more details are shown, like file paths,
|
||||
included files, and commodity names.
|
||||
|
||||
It also shows some run time statistics:
|
||||
|
||||
- elapsed time
|
||||
- throughput: the number of transactions processed per second
|
||||
- live: the peak memory in use by the program to do its work
|
||||
- alloc: the peak memory allocation from the OS as seen by GHC.
|
||||
Measuring this externally, eg with GNU time, is more accurate;
|
||||
usually that will be a larger number; sometimes (with swapping?)
|
||||
smaller.
|
||||
|
||||
The stats command's run time is similar to that of a balance report.
|
||||
|
||||
Example:
|
||||
|
||||
$ hledger stats -f examples/1000x1000x10.journal
|
||||
Main file : /Users/simon/src/hledger/examples/1000x1000x10.journal
|
||||
Included files :
|
||||
Transactions span : 2000-01-01 to 2002-09-27 (1000 days)
|
||||
Last transaction : 2002-09-26 (6995 days ago)
|
||||
Transactions : 1000 (1.0 per day)
|
||||
Transactions last 30 days: 0 (0.0 per day)
|
||||
Transactions last 7 days : 0 (0.0 per day)
|
||||
Payees/descriptions : 1000
|
||||
Accounts : 1000 (depth 10)
|
||||
Commodities : 26 (A, B, C, D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R, S, T, U, V, W, X, Y, Z)
|
||||
Market prices : 1000 (A)
|
||||
|
||||
Run time : 0.12 s
|
||||
Throughput : 8342 txns/s
|
||||
$ hledger stats -f examples/1ktxns-1kaccts.journal
|
||||
Main file : .../1ktxns-1kaccts.journal
|
||||
Included files : 0
|
||||
Txns span : 2000-01-01 to 2002-09-27 (1000 days)
|
||||
Last txn : 2002-09-26 (7827 days ago)
|
||||
Txns : 1000 (1.0 per day)
|
||||
Txns last 30 days : 0 (0.0 per day)
|
||||
Txns last 7 days : 0 (0.0 per day)
|
||||
Payees/descriptions : 1000
|
||||
Accounts : 1000 (depth 10)
|
||||
Commodities : 26
|
||||
Market prices : 1000
|
||||
Runtime stats : 0.12 s elapsed, 8266 txns/s, 4 MB live, 16 MB alloc
|
||||
|
||||
This command supports the -o/--output-file option (but not
|
||||
-O/--output-format selection).
|
||||
-O/--output-format).
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@ -15,9 +15,7 @@
|
||||
b $-1 = $-3
|
||||
(b) $1 = $-2
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 2. same entries as 1 but different parse order, assertion should still pass based on date
|
||||
<
|
||||
@ -34,9 +32,7 @@ $ hledger -f - stats
|
||||
a $1 =$2
|
||||
b $-1 =$-2
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 3. like 1 but switch order of postings in last entry,
|
||||
# assertion should fail and exit code should be non zero
|
||||
@ -54,7 +50,7 @@ $ hledger -f - stats
|
||||
(b) $1 = $-2
|
||||
b $-1 = $-3
|
||||
|
||||
$ hledger -f - stats
|
||||
$ hledger -f - check
|
||||
>2 /Error: -:11:12/
|
||||
>=1
|
||||
|
||||
@ -63,9 +59,7 @@ $ hledger -f - stats
|
||||
2013/1/1
|
||||
(a) 1 =1
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 5. should work for fractional amount with trailing zeros
|
||||
<
|
||||
@ -81,9 +75,7 @@ $ hledger -f - stats
|
||||
a $0.7 =$2
|
||||
b =-$2
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 6. assertions currently check only a single commodity's balance, like Ledger
|
||||
<
|
||||
@ -93,9 +85,7 @@ $ hledger -f - stats
|
||||
(a) 0 = A1
|
||||
(a) C0 = D0
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 7. balances should accumulate (#195)
|
||||
<
|
||||
@ -106,9 +96,7 @@ $ hledger -f - stats
|
||||
1/2
|
||||
(a) 3F = 4F
|
||||
|
||||
$ hledger -f - stats
|
||||
> !/assertion failed/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 8. what should happen here ? Currently,
|
||||
# in a, 3.4 EUR @@ $5.6 and -3.4 EUR cancel out (wrong ?)
|
||||
@ -128,9 +116,7 @@ $ hledger -f - stats
|
||||
# a $0.1 =$1.30
|
||||
# b =-$1.30
|
||||
|
||||
# $ hledger -f - stats
|
||||
# > /Transactions/
|
||||
# >=0
|
||||
# $ hledger -f - check
|
||||
|
||||
# ** 8. Using balance assignment to set balances.
|
||||
<
|
||||
@ -146,9 +132,7 @@ $ hledger -f - stats
|
||||
a $10 =$11.3
|
||||
b =$-11.3
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
|
||||
# ** 9. Multiple assertions for an account in the same transaction.
|
||||
@ -166,9 +150,7 @@ $ hledger -f - stats
|
||||
b $-1 = $-3
|
||||
b $-1 = $-4
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 10. Multiple assertions and assignments for an account in the same transaction.
|
||||
<
|
||||
@ -196,9 +178,7 @@ $ hledger -f - stats
|
||||
c = 50 B
|
||||
c = 50 A
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 11. Assignments and virtual postings
|
||||
<
|
||||
@ -214,16 +194,15 @@ $ hledger -f - stats
|
||||
[a] = $5
|
||||
b = $9
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 12. Having both assignments and posting dates is not supported.
|
||||
<
|
||||
2013/1/1
|
||||
a $1 =$1
|
||||
b =$-1 ; date:2012/1/1
|
||||
|
||||
$ hledger -f - stats
|
||||
$ hledger -f - check
|
||||
>2 /Balance assignments and custom posting dates may not be combined/
|
||||
>=1
|
||||
|
||||
@ -247,9 +226,7 @@ $ hledger -f - stats
|
||||
[d] 10
|
||||
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 14. Mix different commodities
|
||||
<
|
||||
@ -261,9 +238,7 @@ $ hledger -f - stats
|
||||
a $-1 = $0
|
||||
b
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 15. Mix different commodities and assignments
|
||||
<
|
||||
@ -282,9 +257,7 @@ $ hledger -f - stats
|
||||
a
|
||||
b = 0 zorkmids
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 16. Total assertions (==) parse correctly
|
||||
<
|
||||
@ -295,9 +268,7 @@ $ hledger -f - stats
|
||||
2016/1/2
|
||||
a == $1
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 17. Total assertions consider entire multicommodity amount
|
||||
<
|
||||
@ -312,7 +283,7 @@ $ hledger -f - stats
|
||||
2016/1/3
|
||||
a 0 == $1
|
||||
|
||||
$ hledger -f - stats
|
||||
$ hledger -f - check
|
||||
>2 /Error: -:10:15:/
|
||||
>=1
|
||||
|
||||
@ -331,9 +302,7 @@ $ hledger -f - stats
|
||||
b 0 = $-1
|
||||
b 0 = 0 zorkmids
|
||||
|
||||
$ hledger -f - stats
|
||||
> /Transactions/
|
||||
>=0
|
||||
$ hledger -f - check
|
||||
|
||||
# ** 19. Cost is ignored when checking balance assertions.
|
||||
<
|
||||
|
||||
@ -74,12 +74,12 @@ $ printf '2018/01/01\n (A) 1\n' >included.journal; HOME="$PWD" hledger -f - pr
|
||||
# They use different file names so a single concurrent shelltest invocation will be fine.
|
||||
|
||||
# ** 7. test that order of include files is maintained
|
||||
$ printf 'include _b\n' >_a; touch _b; hledger -f _a stats | grep _ | sed -e 's%.*/%%'; rm -rf _a _b
|
||||
$ printf 'include _b\n' >_a; touch _b; hledger -f _a stats -v | grep _ | sed -e 's%.*/%%'; rm -rf _a _b
|
||||
_a
|
||||
_b
|
||||
|
||||
# ** 8. and with --auto code path
|
||||
$ printf 'include _d\n=\n' >_c; touch _d; hledger -f _c stats --auto | grep _ | sed -e 's%.*/%%'; rm -rf _c _d
|
||||
$ printf 'include _d\n=\n' >_c; touch _d; hledger -f _c stats -v --auto | grep _ | sed -e 's%.*/%%'; rm -rf _c _d
|
||||
_c
|
||||
_d
|
||||
|
||||
|
||||
@ -146,3 +146,15 @@ $ hledger -f - print expr:"not (tag:transactiontag=B)"
|
||||
expenses:food
|
||||
|
||||
>=
|
||||
|
||||
# ** 11. Posting-based reports handle OR'd open-ended date periods properly. (#2177)
|
||||
<
|
||||
2023-12-26 2023
|
||||
(2023) 2023
|
||||
|
||||
2024-01-26 2024
|
||||
(2024) 2024
|
||||
|
||||
$ hledger -f- reg -w80 expr:'date:2023 or date:2024'
|
||||
2023-12-26 2023 (2023) 2023 2023
|
||||
2024-01-26 2024 (2024) 2024 4047
|
||||
@ -7,6 +7,6 @@ $ hledger -f- stats
|
||||
<
|
||||
include a.j
|
||||
include b.j
|
||||
$ touch a.j b.j; hledger -f- stats; rm -f a.j b.j
|
||||
$ touch a.j b.j; hledger -f- stats -v; rm -f a.j b.j
|
||||
> /Included files.*\/a\.j
|
||||
.*\/b\.j/
|
||||
|
||||
@ -10,32 +10,32 @@
|
||||
th { white-space: nowrap; }
|
||||
tr { border-top:thin solid #eee; vertical-align:top; }
|
||||
td { padding:0 1em; }
|
||||
.tag { color:white; text-shadow: 2px 2px 2px black; font-size:small; padding:2px 8px 4px 6px; border-radius:1em; }
|
||||
/* .tag { color:white; text-shadow: 2px 2px 2px black; font-size:small; padding:2px 8px 4px 6px; border-radius:1em; }
|
||||
.paletag { color:black; font-weight:bold; font-size:small; padding:2px 8px 4px 6px; border-radius:1em; } */
|
||||
.tag { color:white; font-weight:bold; font-size:small; padding:2px 8px 4px 6px; border-radius:1em; }
|
||||
.paletag { color:black; font-weight:bold; font-size:small; padding:2px 8px 4px 6px; border-radius:1em; }
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<h3 class="text-center">hledger open bugs</h3>
|
||||
<p>
|
||||
Currently our <a href="https://hledger.org/ISSUES.html#prioritising">user pain</a> score is
|
||||
<i>Impact</i> (number of people affected, 1-5) <i>* Severity</i> (for those affected, 1-5) <i>/ 25</i>.
|
||||
<br>
|
||||
<h3 class="text-center">hledger open bugs by user pain (user joy when fixed)</h3>
|
||||
<p align="center">
|
||||
Our <a href="https://hledger.org/ISSUES.html#prioritising">user pain</a> score is
|
||||
impact (number of people affected, 1-5) * severity (for those affected, 1-5) / 25 * 10. <br>
|
||||
The possible scores are:
|
||||
0.04
|
||||
0.08
|
||||
0.12
|
||||
0.16
|
||||
0.20
|
||||
0.24
|
||||
0.32
|
||||
0.36
|
||||
0.40
|
||||
0.48
|
||||
0.60
|
||||
0.64
|
||||
0.80
|
||||
1.00
|
||||
.
|
||||
0.4
|
||||
0.8
|
||||
1.2
|
||||
1.6
|
||||
2.0
|
||||
2.4
|
||||
3.2
|
||||
3.6
|
||||
4.0
|
||||
4.8
|
||||
6.0
|
||||
6.4
|
||||
8.0
|
||||
10.0
|
||||
</p>
|
||||
<table id="issues">
|
||||
</table>
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
#!/usr/bin/env stack
|
||||
{- stack script --resolver lts-18.18
|
||||
{- stack script --resolver lts-22.12
|
||||
--package data-default
|
||||
--package extra
|
||||
--package process
|
||||
|
||||
Loading…
Reference in New Issue
Block a user