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;doc: update --value-at support, add more report details (#329)

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Simon Michael 2019-05-05 17:48:20 -07:00
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hledger/hledger_options.m4.md
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@ -600,24 +600,62 @@ $ hledger -f- print --value-at=2000-01-15
### Reports supporting --value-at ### Reports supporting --value-at
All report/--value-at combinations are expected to do the right Currently all report/--value-at combinations are expected to do the
thing, or at least a reasonable thing. If you find problems, please right thing, or at least a reasonable thing.
report them (with reproducible examples) eg at Though, some of these combinations might not make sense.
[#329](https://github.com/simonmichael/hledger/issues/329).
The table below shows the current status as far as we know it. The table below shows the current status as far as we know it.
(Here "print", "register", "balance" mean all commands of those ("print", "register", "balance" mean all commands of those general
general types, and "-M" means any report interval): types, "-M" means any report interval, "Y" means supported):
| Report type | `--value-at` `transaction`  | `--value-at` `period`  | `--value-at` `DATE`/`now`  |
|-----------------------|:--------------------------------:|:---------------------------:|:-------------------------------:|
| print | Y | Y | Y |
| register | Y | Y | Y |
| register -M | *retest* | Y | Y |
| register -H | Y | Y | Y |
| balance | Y | Y | Y |
| balance -MTA | Y | Y | Y |
| balance -MH | *not yet* | *not yet* | *not yet* |
| balance --budget | ? | ? | ? |
If you find problems (useless reports, misbehaving reports, or errors
being reported), please report them (with reproducible examples) eg at
[#329](https://github.com/simonmichael/hledger/issues/329).
Some more notes specific to the report types:
#### print --value-at
Posting amounts are converted to value, but balance assertion/balance assignment amounts are not.
#### register --value-at
register --value-at
transaction: convert each posting to value at posting date ; with -H, convert starting balance to value at day before report start
period: convert each posting to value at report end ; with -H, convert starting balance to value at day before report start
date: convert each posting to value at date ; with -H, convert starting balance to value at date
register -M --value-at
transaction: convert each summary posting to value at posting date ; with -H, convert starting balance to value at day before report start
period: convert each summary posting to value at period end ; with -H, convert starting balance to value at day before report start
date: convert each summary posting to value at date ; with -H, convert starting balance to value at date
"Day before report start" is a bit arbitrary.
In all cases, the running total/average is calculated from the above numbers.
#### balance --value-at
balance --value-at
transaction: convert each posting to value before summing
period: convert totals to value at period end
date: convert totals to value at date
balance -M --value-at
transaction: convert each posting to value before calculating table cell amounts
period: convert each table cell amount (balance change or ending balance) to its value at period end
date: convert each table cell amount to its value at date
| Report type | `--value-at=` `transaction`  | `--value-at=` `period`  | `--value-at=` `DATE`/`now`  |
|----------------------------|:---------------------------------:|:----------------------------:|:--------------------------------:|
| print | Y | Y | Y |
| register | Y | Y | Y |
| register -M | Y | Y | Y |
| register -H | ? | ? | ? |
| balance | Y | Y | Y |
| balance -M -T/-A | Y | Y | Y |
| balance -M -H | - | - | - |
| balance --budget | ? | ? | ? |
## Combining -B and -V ## Combining -B and -V