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;journal: clarify scope of auto posting rules (#1212)

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Simon Michael 2020-03-18 14:55:20 -07:00
parent 5d593d3690
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1 changed files with 9 additions and 2 deletions
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hledger-lib/hledger_journal.m4.md
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@ -785,6 +785,7 @@ so here is a table summarising the directives and their effects, with links to m
| [`include`] | | | include entries/directives from another file | what the included directives affect | [`include`] | | | include entries/directives from another file | what the included directives affect
| [`P`] | | | declare a market price for a commodity | amounts of that commodity in reports, when -V is used | [`P`] | | | declare a market price for a commodity | amounts of that commodity in reports, when -V is used
| [`Y`] | | | declare a year for yearless dates | following inline/included entries until end of current file | [`Y`] | | | declare a year for yearless dates | following inline/included entries until end of current file
| [`=`] | | | declare an auto posting rule, adding postings to other transactions | all entries in parent/current/child files (but not sibling files, see [#1212](https://github.com/simonmichael/hledger/issues/1212))
[`account`]: #declaring-accounts [`account`]: #declaring-accounts
[`alias`]: #rewriting-accounts [`alias`]: #rewriting-accounts
@ -795,6 +796,7 @@ so here is a table summarising the directives and their effects, with links to m
[`include`]: #including-other-files [`include`]: #including-other-files
[`P`]: #market-prices [`P`]: #market-prices
[`Y`]: #default-year [`Y`]: #default-year
[`=`]: #auto-postings-transaction-modifiers
And some definitions: And some definitions:
@ -1455,8 +1457,6 @@ quotes, as on the command line. Eg, note the quotes around the second query term
(budget:funds:dining out) *-1 (budget:funds:dining out) *-1
``` ```
These rules have global effect - a rule appearing anywhere in your data can potentially affect any transaction, including transactions recorded above it or in another file.
Some examples: Some examples:
```journal ```journal
; every time I buy food, schedule a dollar donation ; every time I buy food, schedule a dollar donation
@ -1490,6 +1490,13 @@ $ hledger print --auto
assets:checking $20 assets:checking $20
``` ```
### Auto postings and multiple files
An auto posting rule can affect any transaction in the current file,
or in any parent file or child file. Note, currently it will not
affect sibling files (when multiple `-f`/`--file` are used - see
[#1212](https://github.com/simonmichael/hledger/issues/1212)).
### Auto postings and dates ### Auto postings and dates
A [posting date](#posting-dates) (or secondary date) in the matched posting, A [posting date](#posting-dates) (or secondary date) in the matched posting,