update todo lists
This commit is contained in:
Simon Michael
parent
8264bf6ada
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266
NOTES
266
NOTES
@ -27,7 +27,24 @@ ABILITY TO SEE. --Scott McCloud, Understanding Comics
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** less is more
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** code review/pair programming
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* todo/backlog
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* todo
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** shortlist for next release
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*** redo subcommand detection
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*** fix tests
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*** docs: manual needs updating for 0.15 changes
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*** parsing: alias directives should be modified by account directives
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*** web: should take port from base-url when appropriate
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*** web: --base-url trailing slash gives redirect loop
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hledger-web --port 5001 --base-url http://localhost:5001/
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*** web: account patterns on command line are ignored
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*** web: loses -B after an edit, and/or a filesystem edit
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*** finish release notes
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*** prepare for funded binaries
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*** prepare announcement
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*** release testing
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*** bump version
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*** release
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** documentation, marketing
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*** developer notes & log
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*** intro brainstorming
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@ -60,7 +77,6 @@ hledger helps you track and understand your finances, making calculations based
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Features: reads transactions in journal, timelog, or CSV format; handles multi-currency/multi-commodity transactions; prints the chart of accounts, account balances, or transactions you're interested in, quickly; scriptable.
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*** website
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**** add tables of contents
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**** integrate binaries, demo, pastebin
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@ -543,12 +559,6 @@ using be more place holders?
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**** usability
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**** download & usage stats
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** errors
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*** about:
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The quick bug list - predates the web-based bug tracker, still in use as
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front-line tracker by the org-mode-comfortable hledger developer(s)
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*** parsing: timezone should be supported in historical price records, elsewhere ? (greenskeleton)
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https://gist.github.com/972281
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*** tools: avoid haskell compiles and compile errors while setting up makefile vars
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joyful$ make help
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GHCi runtime linker: fatal error: I found a duplicate definition for symbol
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@ -621,17 +631,13 @@ expecting comment or new-line
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**** TODO Needs minimal testcase
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*** register: intervals with unspecified from should start from first txn not first matched txn ?
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**** TODO Needs example!
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*** register: report items don't indicate the new transaction with successive identical transactions
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*** register: with adjacent identical transactions, posting report items don't indicate the change of transaction
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getitems (p:ps) pprev b = i:(getitems ps p b')
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where
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i = mkitem isfirst p b'
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isfirst = ptransaction p /= ptransaction pprev
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b' = b + pamount p
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*** web: --base-url trailing slash gives redirect loop
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hledger-web --port 5001 --base-url http://localhost:5001/
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*** web: account patterns on command line are ignored
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*** web: loses -B after an edit, and/or a filesystem edit
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*** #25 can't print non-ascii in windows console
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http://code.google.com/p/hledger/issues/detail?id=25
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http://blog.andrewbeacock.com/2008/12/rxvt-better-console-for-cygwin-unix-on.html
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@ -639,6 +645,9 @@ http://www.burningcutlery.com/derek/winsetup/
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http://msdn.microsoft.com/en-us/library/ms714415(v=VS.85).aspx
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*** auto-creating missing journal files - annoying or helpful ?
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** refactoring, cleanup
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*** use matchers for command line too
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**** design cli, backwards compatibility strategy
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**** replace optsToFilterSpec
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*** optionsgeddon oh my god
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**** old help
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Usage: hledger [OPTIONS] COMMAND [PATTERNS]
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@ -691,7 +700,7 @@ expressions which filter by account name. Prefix a pattern with desc: to
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filter by transaction description instead, prefix with not: to negate it.
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When using both, not: comes last.
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**** implementations
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**** attempts
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***** original getopts
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progname_cli = "hledger"
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@ -1742,14 +1751,9 @@ testmain = do
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http://www.haskell.org/haskellwiki/Heterogenous_collections
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make cmdargs generate flat help from nested ADTs
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make cmdargs pass through extra opts without --
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**** todo
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**** still to do
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move *FromOpts into toOpts
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*** use matchers for command line
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**** todo
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design cli, backwards compatibility ?
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replace optsToFilterSpec
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*** review/simplify apis
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simplify option types ?
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@ -1778,63 +1782,46 @@ http://ajaxcssblog.com/jquery/url-read-request-variables/
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*** inspiration
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http://community.haskell.org/~ndm/downloads/paper-hoogle_overview-19_nov_2008.pdf -> Design Guidelines
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** features/wishlist
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*** setting balances
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You can accomplish "setting to the bank's view" with a transaction like this:
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2011-08-12 Sample
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Assets:Checking = $200.00
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Equity:Adjustments
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This tells Ledger (Git/3.0) that your checking account's balance must be $200
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after this transaction is completed. It will put whatever amounts are
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required to accomplish this into the Equity:Adjustments account.
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what about balance assertions ?
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*** web: can't find out total income:7th total in june at http://localhost:5005/register?q=inacct%3Aassets%3Atreasury !
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*** web: update/remove browser startup
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*** simple hledger.org/topic help urls, like php.net
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*** --help-web and web ui help links that go to online help, with paragraph comments & chat
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cf clients & profits interactive user guide, php.net, realworldhaskell etc.
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*** directives without !
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*** account prefix should remain in effect till end directive or end of all data, like ledger
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*** account prefix should preserve non-balanced postings
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*** account prefix should be a special case of alias ?
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*** alias directives should be modified by account directives
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*** -X, report in target commodity
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*** parsing: accounts tree & metadata specification
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; chart of accounts
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; defines allowed account names, hierarchy, default sort order,
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; and some metadata (account numbers, cf http://www.netmba.com/accounting/fin/accounts/chart/)
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ACCOUNTS
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assets ; :number: 1000
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cash ; :number: 1010
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HT7 ; :number: 1011
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jan ; :number: 1011.01
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feb ; :number: 1011.02
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mar ; :number: 1011.03
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RSG ; :number: 1012
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jan ; :number: 1012.01
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feb ; :number: 1012.02
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mar ; :number: 1012.03
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bank ; :number: 1020
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HT7 ; :number: 1021
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RSG ; :number: 1022
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reserve ; :number: 1023
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liabilities ; :number: 2000
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accounts payable ; :number: 2010
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BSG/GI/RSG ; :number: 2011
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equity ; :number: 3000
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opening balances ; :number: 3010
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income ; :number: 4000
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HT7 ; :number: 4010
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RSG ; :number: 4020
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expenses ; :number: 6000
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rent ; :number: 6010
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or: http://furius.ca/beancount/examples/demo.ledger
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*** -X/--show-in-commodity
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cf http://bugs.ledger-cli.org/show_bug.cgi?id=538
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*** account aliasing/aligning
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**** Martin Wuertele:
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I see our task not in keeping accounts (that's in the responsibility of
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the trusted bodies) but more in management accounts. In order to achieve
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that we need a solution that mirrors the financials of the trusted
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bodies, has a way to streamline them (allign different local chart of
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accounts or reporting formats to an unified one), do some
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reclassifications and accruals on top, performe currency conversions (we
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have debian.uk, debian.ch, FFIS, SPI-INC,...), accumulate the results,
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add additional reclassifications and accruals on top and, in some cases,
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add consolidation entries (e.g. SPI-INC does reembursement but gets
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itself reembursed by FFIS).
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We do not bother with any local tasks like income tax, vat or
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statistical filing, invoicing and the like.
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*** can't find out total income:7th total in june at http://localhost:5005/register?q=inacct%3Aassets%3Atreasury !
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*** journalAddTransaction should check txn balances
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*** parsing: ignore tag, pop
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Feb 26 2009
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Just added a new feature to better improve 3.0's use of metadata:
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There are now "tag/pop" directives, to apply metadata to a range of
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transactions (and their postings). For example, if you wanted a
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conceptual "page" of transactions relating to business trip to
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Chicago, you could do this:
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tag Location: Chicago
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tag Purpose: Business
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... transactions go here
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pop
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pop
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It would be as if you'd applied "; Location: Chicago", etc., to every
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transaction.
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*** cli, web: richer filter patterns/query language
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*** cli, web: consistent rich query language, including and/or/parentheses
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ledger's query syntax: http://ledger-cli.org/3.0/doc/ledger.1.html
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**** draft 1:
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@ -1892,59 +1879,47 @@ The print command selects transactions which
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the negative account patterns
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)
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*** web: optional production build needing no files at all (static files embedded)
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*** docs: better intro, less wall-of-text, separate reference manual & tutorials
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*** journalAddTransaction should check txn balances
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*** balance setting
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ledger: You can accomplish "setting to the bank's view" with a transaction like this:
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2011-08-12 Sample
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Assets:Checking = $200.00
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Equity:Adjustments
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This tells Ledger (Git/3.0) that your checking account's balance must be $200
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after this transaction is completed. It will put whatever amounts are
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required to accomplish this into the Equity:Adjustments account.
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what about balance assertions ?
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*** web: optional fully self-contained production build (all support files embedded)
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*** tools: fix slow make startup
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*** tools: better ghci setup
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*** docs: better intro, less wall-of-text, separate tutorial & reference sections
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*** balance: --depth with --flat should show aggregate balances including the non-displayed deeper accounts
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*** take port from base-url when appropriate
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*** parsing: let's enforce positive price amounts for clarity, like ledger
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eg 1€ @@ $-2 is not allowed
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*** parsing: canonicalise account names to be case-insensitive ?
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*** parsing: period expressions should allow interval at the end
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eg support -p 'from 1/1 to 2/1 weekly'
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*** parsing: only journals (not timelog files) can include, and only another journal
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*** --empty-parents
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*** parsing: more flexible file including
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currently only journals (not timelog files) can include, and only another journal
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*** --no-elide -> --empty-parents ? Make it the default ?
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$260.00 expenses
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$260.00 rent
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*** --empty -> --show-zero-accounts, --show-empty-parents
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*** --output-layout=ledger|traditional
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*** --output-format=text|html|pdf
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*** try indenting amounts
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*** --empty -> --show-zero-accounts, --show-empty-parents ? Make it default ?
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*** cli: better control of output format/layout
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**** register --format, generalise --format
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**** --wide ? window width sensitive ?
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**** more tidy/consistent layout from print
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**** --output-layout=ledger|traditional
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**** --output-format=text|html|pdf
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*** balance: try indenting amounts
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$260.00 expenses
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$260.00 rent
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*** chart of accounts specification
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; chart of accounts
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; defines allowed account names, hierarchy, default sort order,
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; and some metadata (account numbers, cf http://www.netmba.com/accounting/fin/accounts/chart/)
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ACCOUNTS
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assets ; :number: 1000
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cash ; :number: 1010
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HT7 ; :number: 1011
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jan ; :number: 1011.01
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feb ; :number: 1011.02
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mar ; :number: 1011.03
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RSG ; :number: 1012
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jan ; :number: 1012.01
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feb ; :number: 1012.02
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mar ; :number: 1012.03
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bank ; :number: 1020
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HT7 ; :number: 1021
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RSG ; :number: 1022
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reserve ; :number: 1023
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liabilities ; :number: 2000
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accounts payable ; :number: 2010
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BSG/GI/RSG ; :number: 2011
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equity ; :number: 3000
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opening balances ; :number: 3010
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income ; :number: 4000
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HT7 ; :number: 4010
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RSG ; :number: 4020
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expenses ; :number: 6000
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rent ; :number: 6010
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or: http://furius.ca/beancount/examples/demo.ledger
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*** ignore/support ledger assert statements
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*** parsing: ignore/support ledger assert statements
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; Assertion directives Options
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; These can occur in many places:
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; ; Within an automated transaction, the assert is evaluated every time
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@ -1970,14 +1945,11 @@ or: http://furius.ca/beancount/examples/demo.ledger
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; Assets:Checking
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; assert account("Expenses:Food").total == $100
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*** better international number format support (#32)
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*** show add form after adding
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*** : completes one account name component
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*** auto-complete from substrings, not just prefixes
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*** auto-complete accounts & amount as well as description
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*** use current year as default when no year specified
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*** use journal from stdin when provided ?
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*** allow price record for null commodity, eg with quotes
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*** parsing: better international number format support (#32)
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*** web: : completes one account name component in add form account fields
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*** web: auto-complete from substrings, not just prefixes
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*** web: auto-complete accounts & amount as well as description
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*** parsing: allow price record for null commodity, eg with quotes
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P 2009/1/1 "" 0.5h
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and why doesn't this work ? time.journal:
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P 2010/9/27 h 1
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@ -2006,41 +1978,37 @@ $ hledger -f time.journal bal -p aug -B
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1
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17.75h
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*** register --wide and/or --format ...
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*** --related
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*** Double -> Decimal
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*** parsing: safety check that effective date > actual (to catch eg 2009/12/30=1/4)
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*** parsing: support @@
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*** parsing: support D
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*** parsing: accept all real-world ledger files
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As far as I know it currently accepts all ledger 2.6-era files.
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Add support for ledger 3 file format as/when that stabilises.
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It would be nice to optionally report/upload parse errors when they happen.
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It would be nice to optionally semi/automatically submit parse error reports when they happen
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*** talkback feature
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gather data on real-world installation & usage issues
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simplify bug reporting/handling
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improve reliability
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*** upload feature
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*** payee & account anonymisation
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*** generation
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**** move generatejournal.hs to a subcommand
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*** anonymisation
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**** payees
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**** accounts
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*** easier timelog formats
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*** add: completion etc.
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*** convert: handle separate debit/credit columns
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*** convert: generalise/reuse add's history awareness
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*** web: charts (Chart or google)
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*** wide/customisable/consistent layout
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*** effective/actual dates for postings
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*** better web ui/gui
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*** nice reports with charts
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*** parsing: per-posting effective/actual dates
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*** web: better web ui/gui
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*** nice standard financial reports
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*** more automated bank data conversion
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*** parse more file formats - gnucash, qif, ofx, csv..
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*** download via ofx protocol
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*** watching a changing ledger
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*** more date syntax ? last nov, next friday, optional this, week of
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*** more period syntax ? every N days, biweekly
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*** accept multiple -f files
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*** more reliable tidy layout from print
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*** parsing: more date syntax ? last nov, next friday, optional this, week of
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*** parsing: more period syntax ? every N days, biweekly
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*** cli: accept multiple journal file options
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*** i18n
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*** speed, memory usage
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**** simple/more frequent benchmarking
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*** clear, documented interfaces/surfaces
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*** plugin architecture/modular packaging
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**** goals
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@ -2313,6 +2281,22 @@ http://www.mscs.dal.ca/~selinger/accounting/tutorial.html#1.2
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+ soon.
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+
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*** Martin Wuertele, debian:
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I see our task not in keeping accounts (that's in the responsibility of
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the trusted bodies) but more in management accounts. In order to achieve
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that we need a solution that mirrors the financials of the trusted
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bodies, has a way to streamline them (allign different local chart of
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accounts or reporting formats to an unified one), do some
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reclassifications and accruals on top, performe currency conversions (we
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have debian.uk, debian.ch, FFIS, SPI-INC,...), accumulate the results,
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add additional reclassifications and accruals on top and, in some cases,
|
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add consolidation entries (e.g. SPI-INC does reembursement but gets
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itself reembursed by FFIS).
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|
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We do not bother with any local tasks like income tax, vat or
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statistical filing, invoicing and the like.
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** hamlet feedback
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*** thread data through nested templates with Reader monad
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*** HDString constructor for HamletData ?
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