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Stephen Morgan
e6cf2fb499 doc: Document new independent costing and valuation features in manual. 2021-01-28 13:57:49 -08:00
Stephen Morgan
b619b68f71 doc: Remove references to --value=cost, replacing them with --cost. 
Since this is option is now just an alias for -B/--cost, and since it
may be removed soon, we make it undocumented, though it will still
behave as before. --value=cost,COMM is unsupported as well.
 2021-01-28 13:57:48 -08:00
Stephen Morgan
c9eb7d1bcf lib,cli,ui: Separate costing from valuation; each can now be specified 
independently.

You can now combine costing and valuation, for example "--cost
--value=then" will first convert to costs, and then value according to
the "--value=then" strategy. Any valuation strategy can be used with or
without costing.

If multiple valuation and costing strategies are specified on the
command line, then if any of them include costing
(-B/--cost/--value=cost) then amounts will be converted to cost, and for
valuation strategy the rightmost will be used.

--value=cost is deprecated, but still supported and is equivalent to
--cost/-B. --value=cost,COMM is no longer supported, but this behaviour can be
achieved with "--cost --value=then,COMM".
 2021-01-28 13:57:48 -08:00
Stephen Morgan
130739e3ef lib,cli,ui: Introduce *ApplyCostValuation functions, which perform both 
costing and valuation.

This currently is given a dummy NoCost argument and is equivalent to
"maybe id (*ApplyValuation ...)", but provides a constant interface so
that internal behaviour can be changed freely.
 2021-01-28 13:57:48 -08:00
Stephen Morgan
9881ec9652 lib: Use mapMixedAmount more, decreasing reliance on internal representation of Mixed. 2021-01-28 13:57:48 -08:00
Stephen Morgan
a632e2fee9 test: Period change reports should not see historical postings when performing valuation. 2021-01-28 13:57:48 -08:00
Stephen Morgan
9cf5015958 lib: bal --value=end without --historical should not report on fluctuation in value of historical postings. 2021-01-28 13:57:48 -08:00
Simon Michael
c005655311 ;stack: 8.10: bump to current nightly 2021-01-28 13:57:35 -08:00
Simon Michael
93e5355a2b ;areg: doc: clarify account selection 2021-01-28 07:22:21 -08:00
Simon Michael
6650a563fb ;areg: doc: try to clarify aregister's purpose 2021-01-27 12:53:49 -08:00
Simon Michael
a91ca6892b ;areg: doc: mention depth limit is ignored (#1468) 2021-01-24 10:02:34 -08:00
Simon Michael
507648383d ui: register: show all txns in/under an account at depth limit (#1468) 
As in 1.19. This was broken since 2020-09-02 c45663d41.
 2021-01-24 09:54:18 -08:00
Simon Michael
08c5857ac9 areg: ignore a depth limit, as in 1.19 (#1468) 
aregister always shows transactions to subaccounts as well, ignoring any depth limit, so that the register's final total matches a corresponding balance report.
This was broken since 2020-09-02 c45663d41.
 2021-01-24 09:46:12 -08:00
Simon Michael
58df055f7c ;areg: add a commented test for #1468 2021-01-23 17:15:38 -08:00
Simon Michael
2e5ac08b69 ;ui: add a manual test for #1468 2021-01-23 17:04:51 -08:00
Simon Michael
337bc989ab ;bal: notes for single-period html output 2021-01-21 16:44:26 -08:00
Simon Michael
540c65994c payees: add --used/--declared flags, like accounts 2021-01-17 16:37:38 -08:00
Simon Michael
bf328e4e3c lib: matchesDescription, matchesPayeeWIP 2021-01-17 16:37:38 -08:00
Simon Michael
3f095fb472 web: add form: in description field also offer declared/used payees 2021-01-17 16:37:38 -08:00
Simon Michael
422329fbfa lib: journalPayeesUsed, journalPayeesDeclaredOrUsed 2021-01-17 16:37:38 -08:00
Simon Michael
db9b034037 lib: Journal: avoid a build failure if monad-extras is installed 2021-01-17 16:37:38 -08:00
Simon Michael
63076d212d ;csv: csvtest.sh: add history note (#1434) 
In case someone might want to find the old code.
 2021-01-15 13:19:24 -08:00
Felix Van der Jeugt
a79a7cfdb8 make testscript POSIX and shellchecked 2021-01-15 13:18:51 -08:00
Stephen Morgan
5d664fc528 lib: Expose textConcatBottomPadded. 2021-01-15 12:56:48 -08:00
Stephen Morgan
217bfc5e74 lib: Rename alignCell to textCell, minor cleanups. 2021-01-15 12:56:48 -08:00
Stephen Morgan
9ad0eef69b lib: Update textConcatTopPadded to use Tabular.AsciiWide, same as concatTopPadded. 2021-01-15 12:56:48 -08:00
Stephen Morgan
2c2bd8b27e lib: Refactor unlinesB to be cleaner and more efficient. 2021-01-15 12:56:48 -08:00
Simon Michael
d3a1caa6c1 install: 1.20.3 2021-01-14 13:39:37 -08:00
Simon Michael
e1e97f977e ;journal: hints for possible future work related to #1461 2021-01-13 18:15:10 -08:00
Simon Michael
ce6939b304 ;journal: doc: note commodity directives' position-sensitivity 2021-01-13 17:57:18 -08:00
Simon Michael
bd8074721e journal: doc: clarify number formats, display styles (#1461) 2021-01-13 17:57:18 -08:00
Simon Michael
034c317496 journal: allow commodity directive to set style of no-symbol commodity (#1461) 
(cherry picked from commit c5571f6468ab11ffe3cd3f86a86f0b3253be10d1)
 2021-01-13 17:57:18 -08:00
Simon Michael
4332893d1f ;make cabal*: drop this wildcard rule 
(cherry picked from commit 1551988629f9cd01d2ad20a5fc7a266be23b0eaa)
 2021-01-13 15:04:58 -08:00
Simon Michael
90e82b6624 ;web: sketch of a test for #1409 2021-01-13 10:38:13 -08:00
Simon Michael
70bcd0a249 ;update cabal files (#1457, #1458) 2021-01-13 10:01:55 -08:00
Stephen Morgan
2b545caae5 lib: Calculate value at posting date for register --value=then -M. 2021-01-12 18:20:21 -08:00
Dmitry Astapov
07a9f11962 roi: use MixedAmount more and keep styles when reporting commodities 2021-01-12 15:19:35 -08:00
Dmitry Astapov
14a3b9833c roi: fix insane precision bug, discovered in #1417 2021-01-12 15:19:16 -08:00
Simon Michael
db3fe16645 ;bin: readme updates 2021-01-12 15:11:20 -08:00
Simon Michael
93bf6cf299 ;ci: give up on bin/ compilation tests for now (#1453) 
They need more work to become CI-ready.
Contributors can run them locally with "make functest".
 2021-01-12 15:00:13 -08:00
Simon Michael
22ce25227b ;ci: really run bin/ compilation tests with GHC 8.2 CI (#1453) 2021-01-12 13:50:40 -08:00
Simon Michael
fef0e3a3bf ;bin: ensure required packages (string-qq) are visible (#1453) 2021-01-12 12:24:08 -08:00
aragaer
7bde3345b8 cli,csv: Fix --drop option in csv output format 2021-01-12 12:11:56 -08:00
Simon Michael
84bf42a9fc ;bin: linux/pr CI uses ghc 8.2, make functest uses default ghc (#1453) 2021-01-12 12:11:56 -08:00
Dmitry Astapov
fc32f22f86 lib: roi now supports --value/--infer-value 2021-01-12 11:53:00 -08:00
Dmitry Astapov
9869624c5c lib: better message when roi fails to value commodity, fixes #1446 2021-01-12 11:53:00 -08:00
Simon Michael
1023a3cc1a ;ci: run bin/ compilation tests only with GHC 8.2 CI for now (#1453) 2021-01-12 11:47:57 -08:00
Simon Michael
3fc3914e14 ;bin: doc 2021-01-12 11:07:29 -08:00
Simon Michael
10bf0e5cf3 ;ci: also run when bin/*.hs are changed (#1453) 2021-01-12 11:01:41 -08:00
Simon Michael
32ccbba805 bin: switch to "runghc", drop "env -S" (#1453) 
env -S isn't a thing on linux of course. Go back to using standard
env, which means using a stack options line, which means not using
"ghc". This new setup is probably simpler anyway. I've just had to
give up on the goal of having each script's required packages being
defined in one place; now (to they extent they are required) they
must be defined both in the script header and in compile.sh.
 2021-01-12 10:55:00 -08:00