Commit Graph

24 Commits

Author SHA1 Message Date
Henning Thielemann
14b5a1f82a imp: Hledger.Read.CsvUtils -> Write.Csv 2024-08-16 16:57:38 +02:00
Simon Michael
40620666f8 imp: cli: rename --rules-file to --rules; tweak options help
For brevity, and consistency with --conf.
--rules-file remains supported, as a hidden option.

hledger's main mode now supports the hidden legacy flags,
as the command modes do.
2024-06-25 18:37:55 +01:00
Simon Michael
f5c2ec681c dev: refactor: merge Text.Megaparsec.Custom into Hledger.Utils.Parse 2024-06-25 18:37:54 +01:00
Simon Michael
605f8446e5 fix:pkg: fix a doctest failure with ghc 8.10 2024-05-17 15:08:26 -10:00
Dmitry Astapov
b0b9e69e4f ;dev:lib allow comment lines in the "if" table body 2024-03-08 07:42:58 -10:00
Jonathan Dowland
3b416a76ef ;cln:import: clarify haddock for getEffectiveAssignment
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-03-02 20:56:35 +00:00
Jonathan Dowland
c5079d4f1e dev:import: call hledgerFieldValue rather than re-implementing it
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-03-01 18:02:29 +00:00
Jonathan Dowland
1424a1f2f1 ;cln:import: update some Haddock strings to reflect #2158
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-03-01 17:58:28 +00:00
Jonathan Dowland
71684f5611 ref:import: simplify renderTemplate and friends
renderTemplate and its ancillary functions did not need the
HledgerFieldName argument, so remove it.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:42 +00:00
Jonathan Dowland
b7027c8bbb feat:import: resolve matchgroup references in ConditionalBlock scope (#2158)
Adjust getEffectiveAssignment to compute an intermediary form of the
active assignments (with an additional Either wrapper to distinguish
top-level and conditional assignments) and move the remaining work to
its only caller, hledgerField.

Rework hledgerFieldValue. Instead of calling hledgerField, call
getEffectiveAssignment and--in the conditional block case--construct
a CsvRules scoped just to the active ConditionalBlock before calling
renderTemplate.

Adjust regexMatchValue to use rconditionalblocks to access conditional
blocks from the CsvRules, rather than rblocksassigning, since we haven't
narrowed the scope of that field.

The result is match group references are only expanded for match groups
that occur within the in-scope ConditionalBlock. Fixes: #2158.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:40 +00:00
Jonathan Dowland
ac7f726282 ;ref:import: consistently use hledgerField
hledgerField is an alias to the function getEffectiveAssignment: both
names are used in various parts of RulesReader.

Treat hledgerField as the canonical name, and getEffectiveAssignment
as an implementation detail of hledgerField.

Replace all uses of getEffectiveAssignment with hledgerField (except the
one in hledgerField.)

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:39 +00:00
Jonathan Dowland
8f514ac16d ;test:import: test case for match groups (#2158)
Add a test which captures the issue of overlapping scope described
in GitHub issue #2158.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:36 +00:00
Jonathan Dowland
bd5652c1c2 ;cln:import: remove superfluous comment lines
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:32 +00:00
Simon Michael
8f1ae401f4 dev: fix some partial head/tails, silence ghc 9.8's new warnings
Note the headErr/tailErr calls will print stack traces if they fail
(small ones: five lines, one of which is the useful location info),
which may or may not be best UX.
2024-02-28 15:58:21 -10:00
Simon Michael
60a1adc5ba lib: refactor, extract parseBalanceAssertionType 2024-02-20 20:55:27 -10:00
Michael Rees
d4ecdb3fea imp: Support tsv and ssv prefixes (#2164) 2024-02-08 06:44:44 -10:00
Simon Michael
0cb382cf0e dev: rename AmountDisplayOpts -> AmountFormat, and related constants
noColour          -> defaultFmt
noCost            -> noCostFmt
oneLine           -> oneLineFmt
csvDisplay        -> machineFmt
2024-01-23 21:35:06 -10:00
Simon Michael
8b45d4ba8c fix:csv: fix %FIELD interpolation in assignments using \n [#2134]
In field assignment values we now parse %FIELD references, \MATCHGROUP references
and "\n" newline markers more carefully, so all can coexist.
Parsing these values might be slower than before, but hopefully not noticeably so.
2023-12-23 19:25:34 -10:00
Simon Michael
20c299684b dev:csv: clarify renderTemplate [#2134] 2023-12-23 19:25:22 -10:00
Simon Michael
2b18715885 fix:csv: fix tag: queries on CSV data (#2114) 2023-11-20 21:55:11 -10:00
Jonathan Dowland
8bfa382c68 feat: import: interpolate regex matches in field templates (#2009)
Replace occurrences of '\N' (where N is a positive number) in field
templates with the corresponding regular expression match group, if it
exists.

E.g. Warp the date to the first of the month for the second posting

    if %date (....-..)-..
        comment2 date:\1-01

E.g. Strip a prefix from an imported account name

    if %account1 liabilities:jon:(.*)
        account1 \1

Fixes #2009.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2023-11-08 13:49:39 -08:00
Jonathan Dowland
c619e387ea ;fix: import: minor typo 2023-11-08 13:49:39 -08:00
bobobo1618
9fb5740045 Add support for negating a Matcher
https://github.com/simonmichael/hledger/issues/2054
2023-10-05 10:22:01 +01:00
Simon Michael
029b59093b feat: csv: rules files can be read directly; data file can be specified
CSV rules files can now be read directly, eg you have the option of
writing `hledger -f foo.csv.rules CMD`. By default this will read data
from foo.csv in the same directory.  But you can also specify a
different data file with a new `source FILE` rule. This has some
convenience features:

- If the data file does not exist, it is treated as empty, not an
  error.

- If FILE is a relative path, it is relative to the rules file's
  directory. If it is just a file name with no path, it is relative
  to ~/Downloads/.

- If FILE is a glob pattern, the most recently modified matched file
  is used.

This helps remove some of the busywork of managing CSV downloads.
Most of your financial institutions's default CSV filenames are
different and can be recognised by a glob pattern.  So you can put a
rule like `source Checking1*.csv` in foo-checking.csv.rules,
periodically download CSV from Foo's website accepting your browser's
defaults, and then run `hledger import checking.csv.rules` to import
any new transactions. The next time, if you have done no cleanup, your
browser will probably save it as something like Checking1-2.csv, and
hledger will still see that because of the * wild card. You can choose
whether to delete CSVs after import, or keep them for a while as
temporary backups, or archive them somewhere.
2023-05-19 09:09:21 -10:00