imp: ui: start on balance sheet accounts screen
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@ -136,8 +136,8 @@ runBrickUi uopts0@UIOpts{uoCliOpts=copts@CliOpts{inputopts_=_iopts,reportspec_=r
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-- menu > accounts by default, or menu > accounts > register with --register.
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-- Remember the parent screens are ordered nearest/lowest first.
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(prevscrs, startscr) = case uoRegister uopts of
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Nothing -> ([menuscr], acctsscr)
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Just apat -> ([asSetSelectedAccount acct acctsscr, menuscr], regscr)
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Nothing -> ([menuscr], bsacctsscr)
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Just apat -> ([asSetSelectedAccount acct bsacctsscr, menuscr], regscr)
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where
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regscr =
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rsSetAccount acct False $
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@ -154,7 +154,7 @@ runBrickUi uopts0@UIOpts{uoCliOpts=copts@CliOpts{inputopts_=_iopts,reportspec_=r
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Left _ -> const Nothing
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where
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menuscr = msNew
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acctsscr = asNew uopts today j Nothing
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bsacctsscr = bsNew uopts today j Nothing
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ui = uiState uopts j prevscrs startscr
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app = brickApp (uoTheme uopts)
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@ -84,6 +84,7 @@ msNew =
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,MenuScreenItem "Balance sheet accounts (assets, liabilities, equity)" Balancesheet
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,MenuScreenItem "Income statement accounts (revenues, expenses)" Incomestatement
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]) 1
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& listMoveTo 1 -- select balance sheet accounts screen at startup (currently this screen is constructed only then)
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,_mssUnused = ()
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}
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@ -191,16 +191,35 @@ Additional screen-specific keys are described below.
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## Menu screen
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The top-most screen, currently with just one menu item and not shown by default.
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The top-most screen. hledger-ui does not show this screen at startup,
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but you can press LEFT to navigate to it.
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From here you can navigate to three accounts screens:
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## Accounts screen
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## All accounts screen
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This is normally the first screen displayed.
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It lists accounts and their balances, like hledger's balance command.
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By default, it shows all accounts and their latest ending balances (including the balances of subaccounts).
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Accounts which have been declared with an [account directive](#declaring-accounts) are also listed, even if not yet used
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This screen shows all accounts (unless filtered by a query), and their current balances.
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It is like the `hledger balance` command.
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## Balance sheet accounts screen
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This is the screen normally shown at startup.
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It shows asset, liability and equity accounts, if these can be detected (see [account types](/hledger.html#account-types)).
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It always shows historical end balances on some date (not balance changes).
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It is like the `hledger balancesheetequity` command.
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## Income statement accounts screen
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This screen shows revenue and expense accounts.
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It always shows balance changes in some period (not end balances).
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It is like the `hledger incomestatement` command.
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All of these accounts screens work in much the same way:
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They show accounts which have been posted to by transactions,
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as well as accounts which have been declared with an [account directive](#declaring-accounts)
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(except for empty parent accounts).
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If you specify a query on the command line, it shows just the matched accounts and the balances from matched transactions.
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If you specify a query on the command line, it shows just the matched accounts, and the balances from matched transactions.
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Account names are shown as a flat list by default; press `t` to toggle tree mode.
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In list mode, account balances are exclusive of subaccounts, except where subaccounts are hidden by a depth limit (see below).
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@ -211,7 +230,7 @@ Or use `-` to decrease and `+`/`=` to increase the depth limit.
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`0` shows even less detail, collapsing all accounts to a single total.
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To remove the depth limit, set it higher than the maximum account depth, or press `ESCAPE`.
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`H` toggles between showing historical balances or period balances.
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`H` toggles between showing historical balances or period balances (on the "All accounts" screen).
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Historical balances (the default) are ending balances at the end of the report period,
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taking into account all transactions before that date (filtered by the filter query if any),
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including transactions before the start of the report period. In other words, historical
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@ -233,7 +252,7 @@ and if you activate all three, the filter is removed.)
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are shown (hledger-ui shows zero items by default, unlike command-line
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hledger).
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Press `RIGHT` to view an account's transactions register.
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Press `RIGHT` to view an account's register screen,
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Or, `LEFT` to see the menu screen.
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## Register screen
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@ -294,24 +313,6 @@ preceding them is the transaction's position within the complete
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unfiltered journal, which is a more stable id (at least until the next
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reload).
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## Balance sheet accounts screen
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This is like the accounts screen except:
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- it shows only asset, liability and equity accounts (see [account types](/hledger.html#account-types))
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- it always shows historical end balances on some date (not balance changes).
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It corresponds to the `hledger balancesheet` command.
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## Income statement accounts screen
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Like the accounts screen except:
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- it shows only revenue and expense accounts
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- it always shows balance changes in some period (not end balances).
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It corresponds to the `hledger incomestatement` command.
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## Error screen
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This screen will appear if there is a problem, such as a parse error,
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