rawOptsTo* in hledger-lib now takes a day as an argument, and does not
live in the IO monad, since it's now pure.
This is so that we can run tests containing future transactions that
won't fail as soon as ‘the future’ actually arrives.
A gain report will report on unrealised gains by looking at the
difference between the valuation of an amount (by default, --value=end),
and the valuation of the cost of the amount.
This adds the `--commodity-column` option that displays each commodity
on a separate line and the commodities themselves as a separate column.
The initial design considerations are at
simonmichael.hledger.issues.1559
The single-period balance report with `--commodity-column` does not
interoperate with custom formats.
rather than as a postprocessing step. (#1638)
This allows us to have a uniform procedure for balancing transactions,
whether they are normal transactions or forecast transactions, including
dealing with balance assignments, balance assertions, and auto postings.
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.
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
I'm not sure if it arose in practice, but: ensure TransactionScreen
in V mode would correctly use the journal's last day as valuation date,
not the day after that.
This does costing and valuation on a journal, and is meant to replace
most direct calls of costing and valuation. The exception is for reports
which require amounts to be summed before valuation is applied, for
example a historical balance report with --value=end.
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.
price directives after the last transaction/posting date if using
--value=end.
Also enlarges the reportspan to encompass full intervals for budget
goals.
For clarity; infer-value was too vague. The old spelling remains
supported for compatibility, but is now deprecated.
When typing, --infer-market or even --infer (for now) is sufficient.
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.
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".
A "hledger check" argument may now be a quoted string containing
the check name followed by space-separated arguments, for
checks which make use of those. This means the check command
can replicate "check-dates --unique" and (in principle)
"check-fancyassertions ASSERTIONS..". Eg:
hledger check "dates --unique"
I think it'll be better for checks to take no arguments or options,
so this is probably just a transitional feature for compatibility.
querystring_.
This helps deal with tricky quoting issues, as we no longer have to make
sure everything is quoted properly before merging it into a string.
checkRawOpts has been a no-op for at least four years, and
checkReportOpts only makes sure that depth_ is positive, which is taken
care of by the maybeposintopt parser.
;areg: debug output
;areg: show a title indicating which account was picked
This might be a bit of a pain for scripting, but otherwise it can be
quite confusing if your argument matches an account you didn't expect.
;areg: improve CSV headings
;areg: show at most two commodities per amount
Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.
Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.
This option is especially useful for the balance and incomestatement
commands.
If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.
In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.
When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
We need this for choosing a valuation date, otherwise, report
functions would have to be in IO or we'd have to pass in yet another
argument.
It's optional because it's useful to be able to create report opts
purely (I think ?) This is not ideal but maybe not a problem.
