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130739e3ef
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89 Commits

Author SHA1 Message Date
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
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
Stephen Morgan
2b545caae5 lib: Calculate value at posting date for register --value=then -M. 2021-01-12 18:20:21 -08:00
Stephen Morgan
c40db2b1eb lib: Make sure AtEnd valuation behaviour is consistent between single- and multi-period reports (#1424). 2021-01-05 14:42:09 -08:00
Stephen Morgan
83110e8820 lib,cli: Extend AtThen valuation to all report types. 
Also adds a postingDate argument to amountApplyValuation, and re-orders
the ValuationType and (Transaction/Posting) arguments to
(transaction/posting)ApplyValuation, to be consistent with
amountApplyValuation.
 2021-01-05 14:42:09 -08:00
Stephen Morgan
e406cebcce lib: Remove unused AtDefault constructor for ValuationType. 2020-12-19 11:59:44 -08:00
Stephen Morgan
cdec0f9382 lib: Remove special handling of now-inaccessible AtDefault valuation constructor. 
This simplifies all the *ApplyValuation functions, as they no longer
need mreportdate or multiperiod arguments.
 2020-12-19 11:59:44 -08:00
Stephen Morgan
0c23619ae7 lib: Valuation has changed; and -V now acts like --value=end. 2020-12-19 11:59:44 -08:00
Stephen Morgan
8981b3e196 lib: Include empty columns in MultiBalanceReports. 
This was previously done for CompoundBalanceReport and when --empty was
called; this makes the behaviour consistent.
 2020-12-18 20:54:08 -08:00
Simon Michael
9617d0dd81 ;lib: multibalancereport sorting implementation notes (#1414, #1415) 2020-12-14 09:36:34 -08:00
Stephen Morgan
92645cca14 lib: Sorting accounts by amount should also consider account name after amounts. 2020-12-14 06:48:47 -08:00
Simon Michael
372c9724a8 bal: improve budget, MultiBalanceReport debug output 
Comply with debug levels policy, clarify some labels.
 2020-11-19 14:42:46 -08:00
Stephen Morgan
c25612b8de lib: Refactor to eliminate confusing variables. 2020-11-08 17:11:05 -08:00
Stephen Morgan
4cd3ed15a0 lib: Use simpler MultiBalanceReport valuation calculations in more cases. 2020-11-08 17:11:05 -08:00
Stephen Morgan
35a83fbd8c lib: For MultiBalanceReport, report change in valuation rather than valuation of change. 2020-11-08 17:11:05 -08:00
Stephen Morgan
166951dc69 bal: Sort amounts after negating when using invert_ (#1283, #1379) 2020-11-05 10:35:47 -10:00
Stephen Morgan
33369dfa6c lib: renderTable can now receive alignment and width specifications on all cells, and has an option to display the outer border. 
This gives renderTable a little more customisation. Before any of the
commits of this PR, render would just receive a string to display in
each cell. After the second commit of this PR it would also receive a
width of the string (in place of stripping ANSI sequences and then
calculating the width). After this commit, it now also takes an
alignment, so you can make cells left or right aligned. The function
render calls renderTable with appropriate options to give the same
behaviour as before. Also, previously render would always put a border
around the table. We would take this output, and would sometimes strip
the border by dropping the first and last rows, and first and last
characters of every row. I've just added an option to control whether
to put the border in, so we can just not add it in the first place,
rather than stripping it later. Note that this is again just defining
helper functions; this extra power is not yet used anywhere.
 2020-11-04 14:25:20 +11:00
Stephen Morgan
a2b7a03fc4 lib,cli: bal uses new amount display functions, no longer needs to strip ansi. 2020-11-04 14:25:20 +11:00
Stephen Morgan
affc8d10f2 lib: Generalise CBCSubreportSpec to allow more subreport control. 2020-10-23 16:15:41 -07:00
Stephen Morgan
6e65d4e071 lib: Export some MultiBalanceReport helper functions. 2020-10-23 16:15:41 -07:00
Stephen Morgan
260283e2f1 lib,cli,ui,web: Introduce ReportSpec, which holds ReportOpts, the day of 
the report, and the parsed Query.
 2020-10-23 14:14:11 -07:00
Stephen Morgan
64e3e5c54d lib: Improve documentation for StringFormat, remove type alias for Valuation. 2020-10-23 14:14:11 -07:00
Stephen Morgan
1171c23eee lib,cli,ui: Ensure ReportOpts always has today_ set. 2020-10-23 14:14:11 -07:00
Stephen Morgan
efc9758f82 lib: Make sure reportspan doesn't interfere with correctly determining valuation date. 2020-10-23 14:14:11 -07:00
Stephen Morgan
c45663d41d lib,cli: Store parsed Query in ReportOpts, rather than an unparsed 
String.
 2020-10-23 14:14:11 -07:00
Stephen Morgan
5b647902c9 lib: Filter starting balances by subreport query in compoundBalanceReportWith. 2020-08-31 09:07:11 -07:00
Stephen Morgan
f6fa76bba7 lib,cli: Get rid of magic values for asprecision, use a sum type instead. 2020-08-30 23:00:35 +10:00
Stephen Morgan
32e184f9a8 lib: Elide boring parents in tree mode even when using --empty. 2020-08-11 17:24:50 -07:00
Simon Michael
3f55c23603 ;review, tag all error calls with an easier to find PARTIAL: comment (#1312) 2020-08-05 16:08:33 -07:00
Simon Michael
d738ca8c60 ;lib: cleanups 2020-07-19 06:13:38 -07:00
Stephen Morgan
30f02b0882 lib: account name clipping takes Maybe Int as depth. 2020-07-17 07:41:27 -07:00
Stephen Morgan
51ea6d9f25 lib: Make queryDepth return Maybe Int. 2020-07-16 10:05:53 -07:00
Stephen Morgan
463eee7bf4 lib: Replace {pr,prr}Negate with fmap negate. 2020-07-10 09:08:03 -07:00
Stephen Morgan
f5e1fb2625 lib: Refactor BudgetReport to re-use MultiBalanceReport code. 2020-07-07 18:46:34 -07:00
Stephen Morgan
bfda10ff20 lib: Refactor MultiBalanceReport row sorting, make sure totals are calculated after pruning. 2020-07-07 18:46:34 -07:00
Stephen Morgan
bde4d7e2e4 lib: Use last column of historical balance as total. Use totals for balanceReport. 2020-07-07 17:56:38 -07:00
Stephen Morgan
1425301a8c lib, cli: Use --flat as the default mode for all reports. 2020-07-07 15:49:08 -07:00
Stephen Morgan
df84a417d7 doc: Remove references to old limitations of boring parent ellision. 2020-07-07 15:49:08 -07:00
Stephen Morgan
c811ea4c7b lib, cli, ui, web: intopt and friends now make sure their arguments fit 
inside bounds.
 2020-07-03 12:35:51 -07:00
Stephen Morgan
4fc72328d2 lib, cli: Introduce convienience function compoundBalanceReport. 2020-06-28 07:29:49 -07:00
Stephen Morgan
604868cea5 lib, cli: Move CompoundBalanceReport into ReportTypes, compoundReportWith into MultiBalanceReport, share postings amongst subreports. 2020-06-28 07:29:49 -07:00
Stephen Morgan
d09a90b38b lib: Refactor multiBalanceReportWith into getPostingsbyColumn and generateMultiBalanceReport. 2020-06-28 07:29:49 -07:00
Stephen Morgan
e089358758 lib: Using --drop in tree mode with boring parent ellision no longer considers all parents boring. Add tests to check this fact. 2020-06-25 18:05:50 -07:00
Stephen Morgan
015492553e lib: Move unifyMixedAmount to Hledger.Data.Amount, make it return Maybe Amount, export it. 2020-06-24 10:24:11 -07:00
Stephen Morgan
ded4f42218 lib: multiBalanceReport: Accounts with no subaccounts are never interesting parents, even if no_elide_ is set. 2020-06-23 13:19:52 +10:00
Stephen Morgan
826faa18c2 lib: Tweaks to work with stack-8.2. 2020-06-22 23:08:22 +10:00
Stephen Morgan
5168d136ed lib: multiBalanceReport: Enable --drop for tree mode. 2020-06-22 22:28:08 +10:00
Stephen Morgan
fcaec1540a lib: multiBalanceReport: Remove unnecessary addition of parent accounts. 2020-06-22 22:27:11 +10:00
Stephen Morgan
e079c8b808 lib: multiBalanceReport: Remove old balanceReport code, update some tests. 2020-06-22 22:27:09 +10:00
Stephen Morgan
edb28d51c5 lib: multiBalanceReport: Get boring parent ellision working for multiBalanceReport. 2020-06-22 22:25:23 +10:00