Commit Graph

2305 Commits

Author SHA1 Message Date
Stephen Morgan
9df574b3c0 fix: reg: register --related should not create duplicate postings when
more than one posting in a transaction matches. (#1629)
2021-07-30 09:06:27 -10:00
Stephen Morgan
6528f25593 fix: lib: Filter postings before performing valuation and costing in
MultiBalanceReport, PostingsReport, EntriesReport, and
AccountTransactionsReport. (#1625, #1630)
2021-07-30 09:06:27 -10:00
Simon Michael
4451d68a63 ;doc: update manuals 2021-07-29 20:41:19 -10:00
Simon Michael
085b7d4b88 ;doc: update CLI usage texts 2021-07-29 20:37:16 -10:00
Simon Michael
e4a23c95d4 ;doc: changelogs: gather 1.22.1 changes 2021-07-28 10:03:22 -10:00
Simon Michael
b0611a7363 ;doc: regexps: list style that renders in vs code 2021-07-28 09:17:47 -10:00
Simon Michael
666e217bd5 ;doc: update changelogs 2021-07-27 23:21:13 -10:00
Simon Michael
8ae42873c4 ;doc: queries: edit 2021-07-27 22:37:26 -10:00
Simon Michael
6a92953111 ;doc: queries: cleanups (#1625) 2021-07-27 22:16:39 -10:00
Simon Michael
a4d8072393 ;doc: queries: clarify some behaviour (#1625) 2021-07-27 11:19:28 -10:00
Simon Michael
40c8ddd572 ;doc: strict mode: update 2021-07-27 10:57:50 -10:00
Simon Michael
d2b799a717 feat: bal: select budget( transaction)s by name (#1612)
This makes it possible to keep multiple named budgets in one journal,
and select the one you want with --budget's argument.

More precisely, you can select the subset of periodic transactions
rules which contain a certain fixed, case-insensitive substring.

Only one such --budget argument is supported, the last one on the
command line takes precedence.
2021-07-23 10:38:20 -10:00
Stephen Morgan
b0aa70b27a lib!: Rename the fields of ReportSpec.
This is done to be more consistent with future field naming conventions,
and to make automatic generation of lenses simpler. See discussion in
\#1545.

rsOpts -> _rsReportOpts
rsToday -> _rsDay
rsQuery -> _rsQuery
rsQueryOpts -> _rsQueryOpts
2021-07-23 10:37:08 -10:00
Stephen Morgan
7ed2a0aa9b lib!: lib: Remove aismultiplier from Amount.
In Amount, aismultiplier is a boolean flag that will always be False,
except for in TMPostingRules, where it indicates whether the posting
rule is a multiplier. It is therefore unnecessary in the vast majority
of cases. This posting pulls this flag out of Amount and puts it into
TMPostingRule, so it is only kept around when necessary.

This changes the parsing of journals somewhat. Previously you could
include an * before an amount anywhere in a Journal, and it would
happily parse and set the aismultiplier flag true. This will now fail
with a parse error: * is now only acceptable before an amount within an
auto posting rule.

Any usage of the library in which the aismultiplier field is read or set
should be removed. If you truly need its functionality, you should
switch to using TMPostingRule.

This changes the JSON output of Amount, as it will no longer include
aismultiplier.
2021-07-22 19:06:33 -10:00
Stephen Morgan
3969eb2679 lib!: lib,cli,ui,web: For accountTransactionsReport, generate the overall
reportq from the ReportSpec, rather than being supplied as a separate
option.

This is the same approach used by the other reports, e.g. EntryReport,
PostingReport, MultiBalanceReport. This reduces code duplication, as
previously the reportq had to be separately tweaked in each of 5
different places.

If you call accountTransactionreport, there is no need to separately
derive the report query.
2021-07-22 19:00:37 -10:00
Stephen Morgan
58516eea77 imp: json: Decrease indentation in JSON output. 2021-07-20 23:28:18 -10:00
Simon Michael
3beba678fe ;doc: a few more changelog updates 2021-07-20 22:37:27 -10:00
Simon Michael
6569c2aca7 ;doc: update changelogs 2021-07-20 22:24:39 -10:00
Simon Michael
9701e19169 make: shellcompletions: top level rule to build shell completions 2021-07-20 21:29:52 -10:00
Jakob Schöttl
80003a5190 imp: pkg: add bash completion files to cabal package 2021-07-20 20:55:28 -10:00
Jakob Schöttl
f26ffbc6ab imp: pkg: move shell-completions into hledger package 2021-07-20 20:55:14 -10:00
Simon Michael
9aac520edd deps: allow megaparsec 9.1 2021-07-20 20:38:39 -10:00
Stephen Morgan
c606f874fb imp: json: The keys of JSON objects are now displayed in alphabetical order, making it stable across different systems and compilers. 2021-07-20 20:37:33 -10:00
Dmitry Astapov
50b915d12a doc: advice on complex quoting use-cases (closes #1609) 2021-07-18 06:16:16 -10:00
Simon Michael
8653510e3d ;doc: journal: link Transactions -> Postings 2021-07-16 08:09:26 -10:00
Simon Michael
a89815cea0 ;doc: #report-period target 2021-07-15 14:28:16 -10:00
Simon Michael
87f575e643 ref: bal: rename some report types to clarify/sync with docs
ReportType -> BalanceCalculation
 ChangeReport -> CalcChange
 BudgetReport -> CalcBudget
 ValueChangeReport -> CalcValueChange

BalanceType -> BalanceAccumulation
 PeriodChange -> PerPeriod
 CumulativeChange -> Cumulative
 HistoricalBalance -> Historical

ReportOpts:
 reporttype_ -> balancecalc_
 balancetype_ -> balanceaccum_

CompoundBalanceCommandSpec:
 cbctype -> cbcaccum

Hledger.Reports.ReportOptions:
 balanceTypeOverride -> balanceAccumulationOverride
2021-07-15 14:22:20 -10:00
Simon Michael
70dab8eccd cln: bal: indentation 2021-07-14 12:29:00 -10:00
Simon Michael
8d68193c88 ;fix: doc: info: avoid directory paths in directory metadata (#1594)
In each info manual's DIR-ENTRY metadata, it's best to use just the
filename, with no subdirectory. This should facilitate working info
manuals in packaged versions of hledger, eg in nix.

I don't remember the detail of why I added those and I'm not going to
spend a couple of hours retesting; hopefully no other significant
workflows will be affected.

I have left the subdirectory paths in the dir file - this is intended
for hledger developers and they hopefully don't cause a problem there.
2021-07-14 09:07:56 -10:00
Simon Michael
964a019368 ;doc: changelogs: minor release headings 2021-07-13 18:39:43 -10:00
Simon Michael
1f9d89879d ;doc: update changelogs 2021-07-13 18:39:40 -10:00
Stephen Morgan
cf25d7d56d
imp: bal: more predictable sort order with multiple commodities (#1563, #1564)
This change provides more predictable and intuitive behaviour when 
using -S/--sort-amount with multiple commodities. 
It implements a custom Ord (and Eq) instance for MixedAmount 
which substitutes zero for any missing commodities.

As a consequence, all the ways of representing zero with a MixedAmount ([],
[A 0], [A 0, B 0, ...]) are now Eq-ual (==), whereas before they were
not. We have not been able to find anything broken by this change.

* imp: lib: Compare MixedAmounts by substituting zero for any missing commodities. (#1563)
* ;doc: Update docs for new multicommodity sort by amount rules.
2021-07-12 21:11:50 -10:00
Simon Michael
b8f0900edb ;dev: doc: update manuals 2021-07-12 18:50:06 -10:00
Simon Michael
31de526872 ;dev: doc: update CLI usage texts 2021-07-12 18:50:06 -10:00
Simon Michael
daa95aeb7b imp: close: doc: rewrite manual (#1604) 2021-07-12 18:50:06 -10:00
Simon Michael
0a66068ad1 imp: close: clarify date logic, use journal last day if later (#1604) 2021-07-12 18:50:06 -10:00
Simon Michael
a6cfc20e9d ;doc: journal: directives: fix payee link 2021-07-06 20:54:46 -07:00
Simon Michael
f8be423354 ;doc: journal: fix commodity's scope, end-of-file 2021-07-06 17:46:51 -10:00
Simon Michael
a04a0a2f16 ;doc: journal: drop obsolete wide table warning 2021-07-06 17:02:57 -10:00
Simon Michael
b669adb511 ;doc: changelog tweaks 2021-07-04 10:08:39 -10:00
Simon Michael
68e7ff4644 ;doc: finalise changelogs 2021-07-03 14:51:51 -10:00
Simon Michael
52ebfb3dce ;doc: changelog edits 2021-07-03 11:45:50 -10:00
Simon Michael
4971b106ef ;doc: changelog edits 2021-07-02 16:10:56 -10:00
Simon Michael
d5d19f8419 ;update manuals 2021-07-02 12:42:34 -10:00
Stephen Morgan
e2198ff1ee lib: Auto-postings with Amount queries should filter only those commodities which match the query.
Also corrects a regression introduced in
8ab29f84b32288a34ae7627a2204081fae31900f where transaction modifier
postings without multipliers would incorrectly be filtered by commodity.
2021-07-01 09:35:56 -10:00
Simon Michael
2b3f6e86b8 ;doc: changelog updates 2021-06-30 18:05:50 -10:00
Stephen Morgan
2a9d358627 lib: Make sure automatic postings generated from postings with more than one commodity match on commodity symbol (#1582). 2021-06-30 17:35:43 -10:00
Stephen Morgan
bb7d04c031 lib,cli: No longer strip prices in journalApplyValuationFromOptsWith and mixedAmountApplyValuationAfterSumFromOptsWith (#1577).
These were theoretically an efficiency improvement, but have been
error-prone. We instead handle stripping prices at the point of
consumption.
2021-06-30 16:45:05 -10:00
Simon Michael
43a909f824 doc: changelogs draft
And add big headings, for fun and to help me tell them apart.
2021-06-30 15:30:57 -10:00
Simon Michael
2f56368647 ;update manuals 2021-06-28 22:39:06 -10:00
Simon Michael
26bc5e6df3 ;update cabal files 2021-06-28 22:38:12 -10:00
Simon Michael
544450f557 ;bump version to 1.22 2021-06-28 22:37:47 -10:00
Simon Michael
fc62cebd10 ;update manuals 2021-06-27 21:47:33 -10:00
Simon Michael
6cd565a511 ;doc: fix dir entry paths so they work both in info and emacs (#1585) 2021-06-27 21:45:48 -10:00
Simon Michael
2d87298a68 ;doc: slightly simplify dir entries, use higher-level texinfo format (#1585) 2021-06-27 21:24:51 -10:00
Simon Michael
7c12c1eb00 ;update manuals 2021-06-27 19:36:52 -10:00
Simon Michael
eae4922d12 doc: info directory entries: fixes, cleanup (#1585) 2021-06-27 17:26:00 -10:00
Simon Michael
945834bff3 ;update manuals 2021-06-27 17:01:59 -10:00
Simon Michael
1c9a7f1bc4 doc: make hledger manuals show up in Info's directory
This continues the work begun by #1585. It moves each info manual's
directory metadata to the top of the file, where it needs to be.
I couldn't see a way to do this with pandoc/makeinfo, so the Shake
recipe prepends it from a separate file.

With this metadata in place, the hledger info manuals can be added to
an Info dir file using install-info. Eg:

$ install-info hledger/hledger.info /usr/local/share/info/dir
$ info

Secondly, the Shake "manuals"/"infomanuals" recipes now also generate
an Info dir file in each package directory, so you can also just add
the package directories to your INFOPATH. Eg:

$ export INFOPATH=~/src/hledger/hledger:~/src/hledger/hledger-ui:~/src/hledger/hledger-web:$INFOPATH
$ info
2021-06-27 17:01:59 -10:00
Damien Cassou
a9dd54d7b4 ;update manuals 2021-06-27 15:11:29 -10:00
Damien Cassou
f5633199dc ;doc: add DIR section to hledged.m4.md for the info file (#806)
This is used by `install-info` to generate an entry in the info
directory.
2021-06-27 15:11:29 -10:00
Simon Michael
fcebdfe0cc ;update manuals 2021-06-26 00:06:14 -10:00
Simon Michael
6a1bfe47ba ;doc: csv: rewrite, eliminate fifth-level headings (#1584)
The hledger manuals shall now use at most four levels of headings,
avoiding loss of structure when viewed in Info format.

CSV fields list, field assignemt, and field names section have
been expanded.

The individual field headings have been renamed ("X field") to avoid
clashing with "Transactions"'s subheadings. They can now be opened
directly in info mode, eg: hledger help 'amount field'
2021-06-26 00:06:05 -10:00
Simon Michael
fc364cd8cf ;doc: csv: note a limitation with datetimes in other zones 2021-06-25 14:22:44 -10:00
Simon Michael
424b883541 ;doc: declaring market prices: clarify based on chat feedback 2021-06-23 12:47:02 -10:00
Simon Michael
ba94582945 ;update manuals 2021-06-16 10:11:03 -10:00
Simon Michael
2cba15a97d doc: journal: fix account types regexps table rendering (#1573) 2021-06-16 10:09:15 -10:00
Simon Michael
a4db52aa05 ;update manuals 2021-06-15 06:24:25 -10:00
Simon Michael
1e13588153 ;update CLI usage texts 2021-06-15 06:23:44 -10:00
Stephen Morgan
0df3a4714f lib: When performing a summary posting report without depth limiting,
report exclusive balances rather than inclusive balances (#1568).
2021-06-11 16:53:39 -10:00
Simon Michael
b114571d26 ;csv: amount-setting doc tweaks 2021-06-11 16:47:58 -10:00
Simon Michael
b81f8f768d ;csv: amount-setting notes, doc improvements from reddit discussion
https://www.reddit.com/r/plaintextaccounting/comments/nxu1ss/hledger_parsing_csv_with_negative_amount_in_debit/
2021-06-11 16:30:43 -10:00
Simon Michael
665fec83cd
Merge pull request #1560 from Xitian9/rationalisevaluation
Clean up valuation functions, and make clear which to use where.
2021-06-07 19:02:44 -10:00
Stephen Morgan
0f1837816d lib,cli,ui,web: Add check balancednoautoconversion command, which checks that
transactions are balanced possibly using explicit prices, but without
inferring any prices. This is included in --strict mode.

Renames check autobalanced to check balancedwithautoconversion.
2021-06-07 18:58:58 -10:00
Stephen Morgan
0a019e2167 lib,cli,web,bin: Replace journalSelectingAmountFromOpts with journalApplyValuationFromOpts.
This also has the effect of allowing valuation in more reports, for
example the transactionReport.
2021-06-08 14:55:05 +10:00
Stephen Morgan
68e975adf1 lib,cli,ui,web: Remove unused LANGUAGE pragmas. 2021-06-07 17:33:54 -10:00
Stephen Morgan
55308e1ca8 lib,cli,ui,web: Remove unnecessary CPP when dropping support for GHC 8.2. 2021-06-07 17:33:54 -10:00
Simon Michael
f156375ee7 Revert "balcmds: note that csv output forces list mode (#1566)"
This reverts commit 3f6d7ba580.
CSV output doesn't force list mode, it forces full account names.
2021-06-06 18:35:01 -10:00
Simon Michael
9d2d8ac24f ;balcmds: clarify tests a little for #1566 2021-06-06 18:34:58 -10:00
Simon Michael
3f6d7ba580 balcmds: note that csv output forces list mode (#1566) 2021-06-06 17:57:16 -10:00
Stephen Morgan
5a322c1908 cli: Make sure full account name is used (possibly including dropping)
for csv output. (#1566)
2021-06-06 17:56:34 -10:00
Stephen Morgan
bf22c3efdd lib,cli: Replace concat(Top|Bottom)Padded with textConcat(Top|Bottom)Padded. 2021-06-03 23:23:54 -10:00
Stephen Morgan
0e59fee251 lib,cli: Export Text.Tabular from Text.Tabular.AsciiWide, clean up import lists. 2021-06-03 23:23:54 -10:00
Simon Michael
b681cde62d ;update cabal files 2021-06-03 14:08:47 -10:00
Simon Michael
58b481ca5b stack: updated tested-with to 8.6+ 2021-06-03 14:07:39 -10:00
Stephen Morgan
bf063e4538 cli,ui,web: Display full git description in --version report if able.
Remove unused prognameanddetailedversion code branches.
2021-06-02 19:46:18 -10:00
Simon Michael
1e2ff1315b Don't infer a txn price with same-sign amounts (#1551) 2021-06-02 15:22:57 -10:00
Simon Michael
566190df56 ;doc: account aliases: emphasise scope 2021-05-19 17:02:32 -10:00
Simon Michael
6a3019c5a8 ;update manuals 2021-05-18 10:51:03 -10:00
Simon Michael
031219e792 ;doc: clarify report intervals' effect on begin/end dates (#1561) 2021-05-18 10:50:52 -10:00
Simon Michael
0727736bff ;update CLI usage texts 2021-05-18 10:35:55 -10:00
Simon Michael
0b15d5771a ;update manuals 2021-05-18 10:35:43 -10:00
Simon Michael
701768765a ;doc: report intervals: expand this doc (#1561) 2021-05-18 10:34:40 -10:00
Stephen Morgan
efaa199a82 doc: Mention expansion of report start and end dates in report intervals. 2021-05-18 10:02:10 -10:00
Simon Michael
d3b20675d0 tools: really regenerate the cabal files with stack's hpack
hpack has dropped the hash at last, this should help a lot to reduce
edit conflicts and commit noise.
2021-05-14 16:14:06 -10:00
Simon Michael
239558dd75 ;doc: cli: quick links 2021-05-14 08:46:15 -10:00
Simon Michael
762080058e ;doc: cli: simplify shortcut links: the [] is not needed, hopefully 2021-05-14 08:39:33 -10:00
Simon Michael
c90d89e4fb ;doc: cli: simplify internal links 2021-05-14 08:38:57 -10:00
Simon Michael
d6c12d5379 ;doc: cli: organise common markdown links 2021-05-14 08:34:54 -10:00
Simon Michael
7acfb63e9b ;doc: check: cleanup 2021-05-14 08:30:56 -10:00
Simon Michael
41c8e1f6ef ;regen cabal files with latest stack's hpack (0.34.4) 2021-05-14 08:17:56 -10:00
Simon Michael
1e44371e81 ;doc: cli: more regular expressions linkage 2021-05-14 07:37:13 -10:00
Simon Michael
07128cbb05 ;doc: check: ordereddates: clarify within in each file 2021-05-14 07:36:35 -10:00
Stephen Morgan
dc16451de0 lib: Remove unused (amount|mixedAmount|posting|transaction)ApplyCostValuation functions. 2021-05-07 22:25:19 +10:00
Simon Michael
a722ab4338 ;doc: strict mode: fix check link 2021-05-06 14:51:25 -10:00
Simon Michael
4b3358f6df ;doc: strict mode: link to check command 2021-05-06 14:31:46 -10:00
Stephen Morgan
d1467d4766 lib: When inferring total prices, use the precision of toamount, rather than NaturalPrecision. 2021-05-02 21:14:36 +10:00
Stephen Morgan
686a0871a9 lib: Make sure fromamount and toamount have opposite signs when inferring prices.
Also change priceInferrerFor so that it would give the correct
(negative) prices when fromamount and toamount have the same sign.
2021-05-02 21:14:36 +10:00
Stephen Morgan
0078f1a520 lib: Infer prices correctly even when there are only balance assignments. 2021-05-01 09:45:29 -10:00
Stephen Morgan
7cb621b82f lib,cli,ui,bin: Remove unnecessary normalisedMixedAmount, replace
normaliseMixedAmountSquashPricesForDisplay with mixedAmountStripPrices.
2021-05-01 09:45:29 -10:00
Stephen Morgan
4780a02e5a lib,cli: Remove showAmounts*B functions, replacing them entirely with showMixedAmount*B functions. 2021-05-01 09:45:29 -10:00
Stephen Morgan
5e7b69356f lib: Change internal representation of MixedAmount to use a strict Map
instead of a list of Amounts. No longer export Mixed constructor, to
keep API clean (if you really need it, you can import it directly from
Hledger.Data.Types). We also ensure the JSON representation of
MixedAmount doesn't change: it is stored as a normalised list of
Amounts.

This commit improves performance. Here are some indicative results.

hledger reg -f examples/10000x1000x10.journal
- Maximum residency decreases from 65MB to 60MB (8% decrease)
- Total memory in use decreases from 178MiB to 157MiB (12% decrease)

hledger reg -f examples/10000x10000x10.journal
- Maximum residency decreases from 69MB to 60MB (13% decrease)
- Total memory in use decreases from 198MiB to 153MiB (23% decrease)

hledger bal -f examples/10000x1000x10.journal
- Total heap usage decreases from 6.4GB to 6.0GB (6% decrease)
- Total memory in use decreases from 178MiB to 153MiB (14% decrease)

hledger bal -f examples/10000x10000x10.journal
- Total heap usage decreases from 7.3GB to 6.9GB (5% decrease)
- Total memory in use decreases from 196MiB to 185MiB (5% decrease)

hledger bal -M -f examples/10000x1000x10.journal
- Total heap usage decreases from 16.8GB to 10.6GB (47% decrease)
- Total time decreases from 14.3s to 12.0s (16% decrease)

hledger bal -M -f examples/10000x10000x10.journal
- Total heap usage decreases from 108GB to 48GB (56% decrease)
- Total time decreases from 62s to 41s (33% decrease)

If you never directly use the constructor Mixed or pattern match against
it then you don't need to make any changes. If you do, then do the
following:

- If you really care about the individual Amounts and never normalise
  your MixedAmount (for example, just storing `Mixed amts` and then
  extracting `amts` as a pattern match, then use should switch to using
  [Amount]. This should just involve removing the `Mixed` constructor.
- If you ever call `mixed`, `normaliseMixedAmount`, or do any sort of
  amount arithmetic (+), (-), then you should replace the constructor
  `Mixed` with the function `mixed`. To extract the list of Amounts, use
  the function `amounts`.
- If you ever call `normaliseMixedAmountSquashPricesForDisplay`, you can
  replace that with `mixedAmountStripPrices`. (N.B. this does something
  slightly different from `normaliseMixedAmountSquashPricesForDisplay`,
  but I don't think there's any use case for squashing prices and then
  keeping the first of the squashed prices around. If you disagree let
  me know.)
- Any remaining calls to `normaliseMixedAmount` can be removed, as that
  is now the identity function.
2021-05-01 09:45:29 -10:00
Simon Michael
32b42a6c80 ;journal: another test for #1532 2021-04-21 08:09:36 -10:00
Simon Michael
bf7255402c ;journal: add, renumber commodity parse tests (#1532) 2021-04-20 10:37:31 -10:00
Simon Michael
f58fcd95ab ;journal: tests demonstrating commodity parse errors (#1532) 2021-04-20 09:55:11 -10:00
Simon Michael
8cf193547e ;bal: doc: balance features: fix --valuechange link 2021-04-19 16:17:36 -10:00
Simon Michael
39623934c3 ;doc: cli: a note about redirecting debug output 2021-04-17 20:18:05 -10:00
Simon Michael
fe846a0c7f ;lib: comments 2021-04-17 16:06:20 -10:00
Simon Michael
1afb84c95d lib: outputFileFromOpts now returns a maybe; cleanups 2021-04-17 14:51:24 -10:00
Simon Michael
4b5ad69eb1 ;doc: declaring commodities: better link 2021-04-16 12:19:57 -10:00
Simon Michael
ea812f8f34 ;doc: commodity display style: correction 2021-04-16 12:15:52 -10:00
Simon Michael
659aeef56f ;doc: commodity display style: correction 2021-04-16 12:13:28 -10:00
Simon Michael
949c3925e5 ;doc: add Commodity section, update Amounts & Declaring Commodities (#1532) 2021-04-16 12:00:00 -10:00
Simon Michael
a335c5ad21 doc: journal: declaring commodities: mention double quotes (#1532) 2021-04-16 09:10:26 -10:00
Stephen Morgan
28fd7c65f2 lib: When displaying amounts on a single line, always display at least one amount, even if that would exceed the requested maximum width. Addresses #1526. 2021-04-13 15:29:58 -10:00
Simon Michael
f5121129ec timeclock: print shows timeclock amounts with just 2 decimals, like pre-1.21 (#1527) 2021-04-12 18:40:33 -10:00
Stephen Morgan
493ed14629 lib,test: Make sure historical postings have prices stripped if necessary in PostingsReport (see issue #1522). 2021-04-11 18:31:30 -10:00
Stephen Morgan
f6feef7f80 lib,cli: Strip prices in MultiBalanceReport and PostingsReport whenever
we know we won't need them.

Knowing whether we need them is accomplished by pulling the "show-costs"
option used by the Close command up into ReportOpts.
2021-04-11 18:31:30 -10:00
Stephen Morgan
42d7009fef test: Alter valuation tests to better distinguish between costing and
valuation. Replaces a redundant test with one which tests both costing
and valuation simultaneously.
2021-04-11 18:06:04 -10:00
Stephen Morgan
a529207ae7 lib: Do not round Decimal before applying JSON representation if
existing representation is small enough.

Previously the JSON representation of Decimal was rounded to 10 points
of precision before serialising. This sometimes results in an
unnecessary increase of precision.
2021-04-10 17:52:33 -10:00
Simon Michael
eb2da22f63 ;update cabal files 2021-04-04 08:03:57 -10:00
Simon Michael
ba1e91c302 drop support for GHC 8.0
Prior to this commit,
- hledger still builds with GHC 8.0
- hledger-ui does if you use the build plan specified by stack8.0.yaml,
  but you are likely to hit problems if you let cabal pick one
  (https://github.com/jtdaugherty/vty/issues/198 and others)
- hledger-web might, if you could find the right build plan

The hassles are enough and GHC 8.0 is old enough (first released in
2016) that I'm letting it go; 8.2 is the new minimum version for all
hledger packages.

This allows a bunch of cleanups to conditional imports, which I leave
for later.

Also, updated the tested-with minor versions.
2021-04-04 07:54:22 -10:00
Stephen Morgan
edbb713cf8 lib,cli: Fix ledgerDateSpan, so that in takes transaction dates into account. 2021-04-03 13:54:23 -10:00
Stephen Morgan
5fbb67b893 lib,cli: Move reportPeriodName to Hledger.Reports.ReportOptions, use it
for HTML and CSV output for compound balance reports.
2021-04-03 13:43:37 -10:00
Simon Michael
d0940bf8ce ;update cabal files 2021-03-29 08:19:54 -07:00
Simon Michael
4e644840bc lib, etc: add now-required lower bound on containers (#1514) 2021-03-29 08:19:28 -07:00
Simon Michael
5db75c39df bal: keep csv column and row labels consistently lower case
It was reported on #hledger that bal -O csv capitalises "account"
differently for single and multi-period reports. All lower case seems
to be the most common, so I have dropped the capitalisation. Also
the trailing colon from --transpose's "total:".
2021-03-29 07:50:43 -07:00
Eric Mertens
03f06128dc Add a whitespace csv test 2021-03-26 16:39:24 -07:00
Stephen Morgan
b6e20dea13 lib,test: Simplify the JSON representation of AmountPrecision.
It now uses the same JSON representation as Maybe Word8. This means that
the JSON serialisation is now broadly compatible with that used before the
commit f6fa76bba7, differing only in
how it handles numbers outside Word8 and that it can now produce null
for NaturalPrecision.
2021-03-25 15:47:34 -07:00
Simon Michael
eab66de2ca ;cli: doc: commodity, D directive updates 2021-03-25 15:26:28 -07:00
Stephen Morgan
4cb9dfb5b8 lib: Properly escape quotes in csv output. 2021-03-25 09:41:42 -07:00
Stephen Morgan
4609e79f2c lib,cli,ui,web: A number of AccountName and Journal functions which are
supposed to produce unique sorted use Sets internally to be slightly
more efficient. There is also a new function journalCommodities.
2021-03-23 11:26:30 -07:00
Stephen Morgan
7488140608 lib: Do not call showAmount twice for every posting.
For print -f examples/10000x10000x10.journal, this results in
- A 7.7% reduction in heap allocations, from 7.6GB to 7.1GB.
2021-03-21 07:10:27 -07:00
Stephen Morgan
7aa3d3e760 lib,cli: Some efficiency improvements in register reports.
Strip prices after valuing postings in PostingsReport.
Use renderRow interface for Register report.

For reg -f examples/10000x10000x10.journal, this results in:
- Heap allocations decreasing by 55%, from 68.6GB to 31.2GB
- Resident memory decreasing by 75%, from 254GB to 65GB
- Total (profiled) time decreasing by 55%, from 37s to 20s
2021-03-21 07:10:27 -07:00
Stephen Morgan
d54e276658 lib: Split showMixedAmountB into showMixedAmountB and showAmountsB, the
former being a simple wrapper around the latter.

This removes the need for the showNormalised option, as showMixedAmountB
will always showNormalised and showAmountsB will never do so.

We also strip prices from MixedAmount before displaying if not displaying prices.
2021-03-21 07:10:27 -07:00
Simon Michael
7fad876014 ;update manuals 2021-03-18 07:22:42 -07:00
Stephen Morgan
d6a4310d8f lib,cli,ui,bin: Eliminate all uses of Mixed outside of Hledger.Data.Amount.
Exceptions are for dealing with the pamount field, which is really just
dealing with an unnormalised list of amounts.

This creates an API for dealing with MixedAmount, so we never have to
access the internals outside of Hledger.Data.Amount.

Also remove a comment, since it looks like #1207 has been resolved.
2021-03-18 09:47:59 +11:00
Stephen Morgan
dabb3ef82e lib,cli,ui,bin: Create a new API for MixedAmount arithmetic. This should
supplant the old interface, which relied on the Num typeclass.

MixedAmount did not have a very good Num instance. The only functions
which were defined were fromInteger, (+), and negate. Furthermore, it
was not law-abiding, as 0 + a /= a in general. Replacements for used
functions are:
0 -> nullmixedamt / mempty
(+) -> maPlus / (<>)
(-) -> maMinus
negate -> maNegate
sum -> maSum
sumStrict -> maSum

Also creates some new constructors for MixedAmount:
mixedAmount :: Amount -> MixedAmount
maAddAmount :: MixedAmount -> Amount -> MixedAmount
maAddAmounts :: MixedAmount -> [Amount] -> MixedAmount

Add Semigroup and Monoid instances for MixedAmount.
Ideally we would remove the Num instance entirely.

The only change needed have nullmixedamt/mempty substitute for
0 without problems was to not squash prices in
mixedAmount(Looks|Is)Zero. This is correct behaviour in any case.
2021-03-18 09:47:21 +11:00
Simon Michael
f54f2b3b72 ;doc: also update manual source files (#1504) 2021-03-13 07:28:14 -08:00
Felix Yan
a2266e35d9
Remove more reference to old man page stuff
They are not cleaned up in 9824c9683a
2021-03-13 18:03:11 +08:00