Commit Graph

790 Commits

Author SHA1 Message Date
Chris Lemaire
cddbae6467 queries: Prefix boolean queries with expr:
Boolean queries are now prefixed with an 'expr:' prefix, making them
completely separable from old queries and making the addition of them a
little more migration proof.

The tests are updated accordingly, changes made to the tests previously
are removed and extra cautious documentation is also removed.
2023-03-27 10:29:26 -10:00
Simon Michael
c790aa6145 ;dev: lib: also build with GHC 9.6.1; add base-compat 2023-03-14 10:42:48 -10:00
Simon Michael
fa70f160ae imp: partial/inferred dates are flexible, full dates are not (#1982)
DateSpans are now now aware of exact/flexible dates.
2023-02-17 07:24:19 -10:00
Simon Michael
5537a251f3 imp: journal: periodic txns need not start on an interval boundary
Eg, ~ monthly from 1/15 now works, instead of giving an error message.
2023-02-17 07:24:19 -10:00
Simon Michael
7a9b0fd94c feat: check: the tags check checks tag names 2023-02-16 11:56:22 -10:00
Simon Michael
c51ebe7b8c imp: journal: remove the "adjacent conversion postings" check again
I find that single conversion postings are sometimes needed, eg with
paypal.
2023-02-01 13:30:21 -10:00
Simon Michael
de330bdfce imp: journal: check for adjacent conversion postings only in strict mode
This avoids breaking existing journals if, say, they happen to have
a single "equity:trading" posting somewhere.
2023-01-25 19:00:29 -10:00
Simon Michael
76f8eaf91a imp: journal: ignore redundant costs; --infer-costs more robustly
You can now write both @/@@ costs and corresponding equity conversion postings
in a transaction at any time, not just when using --infer-costs or --infer-equity.
hledger will recognise the redundancy and ignore it.

One thing has become more strict: hledger now requires conversion postings
to occur in adjacent pairs; an odd number of them is not allowed.
(Conversion postings are postings to accounts of type `V`/`Conversion`,
or named `equity:conversion`, `equity:trade`, `equity:trading`,
or subaccounts of these.)

And, --infer-costs now works in transactions with an implicit amount
(inferring costs from equity now happens after transaction balancing,
not before).
2023-01-25 19:00:29 -10:00
Chris Lemaire
43c9f018dc journal: Account directives reject account names with brackets
Previously, the accounts passed to account directives would be stripped
of their surrounding brackets, but the required behaviour is to have
account directives plain reject bracketed accounts. This change ensures
that accounts in account directives may not start with a bracket
character.
2023-01-24 13:40:01 -10:00
Simon Michael
9497472e64
Merge branch 'master' into 1984-source-name-and-position-for-forecast 2023-01-23 16:04:00 -10:00
Chris Lemaire
4ada2a3fbc journal: Fully unbracket AccountNames in account directives
Currently an account name like "a:(aa)" will not have (aa) unbracketed.
However, this seems reasonable since the full name is unbracketed and
thus will not be confused with virtual or virtual-balanced posting.
2023-01-23 12:43:13 -10:00
Chris Lemaire
9443fe0e0d journal: json: Add source positions to forecast transactions 2023-01-21 22:30:30 +01:00
Simon Michael
5b27554f0a dev: note why inferring costs from equity before balancing 2023-01-19 20:57:02 -10:00
Simon Michael
cf469c080d lib: journalInferCosts -> journalInferCostsFromEquity 2023-01-19 20:25:41 -10:00
Simon Michael
28eb8be4fa lib: BalancingOpts{infer_transaction_prices_ -> infer_balancing_costs_} 2023-01-19 20:21:31 -10:00
Simon Michael
dfea6eaee2 lib: Hledger.Data.Journal: journalAddPricesFromEquity -> journalInferCosts 2023-01-19 09:17:56 -10:00
Simon Michael
dfebf3174c imp: csv: check assigned account names are valid (parseable) (#1978) 2023-01-11 21:42:47 -10:00
Simon Michael
a9b63bb694 fix: csv: skip header lines before attempting to parse records (#1967) 2022-12-27 12:21:20 -10:00
Simon Michael
4b36d852b4 imp: journal: ignore ((valuation expressions)) after amounts (ledger compat) 2022-12-22 20:06:28 -10:00
Simon Michael
1ea2bcc83f imp: journal: also parse (lot notes) in amounts (ledger compat)
and rename lotpricep -> lotcostp
and instrument some amount parsers for debugging with megaparsec's dbg
2022-12-22 19:07:40 -10:00
Simon Michael
aa54c3273a dev: lib: clarify some amount parsers; describe Ledger lot notation
amountpwithmultiplier -> amountp'
amountpnolotpricesp   -> amountnobasisp
amountwithoutpricep   -> simpleamountp
priceamountp          -> costp
2022-12-22 09:15:43 -10:00
Simon Michael
b1e08ffe46 imp: journal: python directive also consumes empty lines (ledger compat) 2022-12-22 02:30:29 -10:00
Simon Michael
85e9fbcf7d imp: journal: allow an empty double-quoted commodity symbol
"" is equivalent to writing no symbol.
But it's now possible to declare market prices for the no-symbol
commodity, which occurs eg with timedot data.

P 2022-01-01 "" $100
2022-12-22 01:53:06 -10:00
Simon Michael
a070875fe6 imp: journal: ignore end apply year, end apply tag, drop "pop" (ledger compat) 2022-12-22 01:50:27 -10:00
Simon Michael
a5d6b42322 imp: journal: ignore end apply fixed, end apply tag directives (ledger compat) 2022-12-22 01:12:56 -10:00
Simon Michael
af5645ebb7 imp: journal: ignore python, eval directives (ledger compat) 2022-12-22 00:50:43 -10:00
Simon Michael
2e77586d1b imp: journal: ignore value directives (ledger compat) 2022-12-22 00:38:51 -10:00
Simon Michael
fb7134c9a0 imp: journal: ignore tag subdirectives (ledger compat) 2022-12-22 00:34:33 -10:00
Simon Michael
c58b9e6ac9 imp: journal: accept apply year as another synonym for Y (ledger compat) 2022-12-22 00:27:35 -10:00
Simon Michael
2357a7a750 dev: journal: ignore CLI flags in journal 2022-12-21 23:40:43 -10:00
Simon Michael
abd104ccee imp: journal: ignore more ledger directives (ledger compat)
apply fixed, apply tag, assert, bucket, A, capture, check, define, expr

And reorder the directivep parsers.
2022-12-21 23:04:58 -10:00
Simon Michael
e09ab0936a imp: journal: accept @ as a prefix of directives (ledger compat) 2022-12-21 22:56:32 -10:00
Simon Michael
95d7679f6d imp: journal: accept year as a synonym for Y (ledger compat) 2022-12-21 22:27:08 -10:00
Simon Michael
826a7cfb2a imp: journal: ignore payee subdirectives 2022-12-21 22:09:15 -10:00
Simon Michael
bf6a2a7ccf imp: journal: ignore commodity subdirectives other than format 2022-12-21 22:08:54 -10:00
Simon Michael
ace185f7d2 ;doc: update old manual links 2022-12-10 18:56:47 -10:00
Simon Michael
b50d60cfea ;doc: csv, timeclock, timedot: clarify comment lines (#1953) 2022-12-06 10:38:50 -10:00
Simon Michael
78771e900b dev: lib: support debug logging to file in a few more places for hledger-ui 2022-11-06 09:01:12 -10:00
Simon Michael
988c164ec8 imp: debug logging improvements; hledger-ui logs to hledger-ui.log only
Hledger.Utils.Debug's "trace or log" functions are now controlled as
follows: to enable logging, append ",logging" to the program name at
startup (using withProgName). This also works when running in GHCI.
And they log to PROGNAME.log, not debug.log.

All (hopefully) debug logging in the hledger packages is now "trace or
log" capable.

This means that hledger-ui should now log all debug output to
./hledger-ui.log, with none of it appearing on the console.
2022-11-03 16:07:54 -10:00
Simon Michael
7fd25809e8 dev: fix customErrorBundlePretty import warnings 2022-10-07 07:43:28 -10:00
Simon Michael
de5a97600c imp: lib: Hledger.Read.Common: rename/add amount parsing helpers
removed:
 amountp'
 mamountp'

added:
 parseamount
 parseamount'
 parsemixedamount
 parsemixedamount'
2022-10-07 06:34:34 -10:00
Simon Michael
01387548e7 feat: csv: intra-day-reversed compensates when days' txns are reversed
As in eg vanguard CSV.
2022-10-06 22:21:55 -10:00
Simon Michael
15b2e7d586 fix: csv: ignore extra whitespace in account rule when detecting virtual postings
Reported by CruxOfTheB in chat.
2022-10-03 07:50:23 -10:00
Simon Michael
3b24d9465b imp: csv: new timezone rule; convert zoned date-times to local dates (#1936)
Previously, CSV date-times with a different time zone from yours
(with or without explicit timezones in the CSV) could give off-by-one
dates, because the CSV timezone was ignored.

Now,

1. you can use the `timezone` rule to indicate which other
   timezone a CSV is implicitly using

2. CSV date-times with a timezone - whether declared by rule or
   parsed with %Z - are localised to the system time zone
   (or another set with the TZ environment variable).
2022-10-01 14:50:35 -10:00
Simon Michael
bfb632dd8e dev: lib: Hledger.Data.Amount: drop amount, use nullamt always 2022-08-23 12:16:15 +01:00
Simon Michael
c80c72d7cd dev: lib, cli, bin: enable/fix name shadowing warnings
And a few other cleanups.
2022-08-23 12:16:15 +01:00
Simon Michael
b32b130045 dev: lib: fix a failing doctest 2022-08-18 05:08:10 +01:00
Simon Michael
3003a18c94 dev: lib: hlint improvements 2022-08-16 09:13:30 +01:00
Simon Michael
a3096d0549 dev: journalFilePath, include: show (unknown) instead of nothing
Probably not user-visible, but might improve debug logging slightly.
2022-08-16 09:13:30 +01:00
Simon Michael
1f08a8a94e fix: fix multi-file account display order; improve file read logging (#1909) 2022-08-16 09:13:30 +01:00