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1142 Commits

Author SHA1 Message Date
Dmitry Astapov
23f3da4e92 cli: --auto adds automated postings to reports 
Ledger-style automated postings, previously supported only by
hledger-budget, have landed as a first-class feature.  The --auto
flag activates them, so that any postings they generate are
included in reports.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
f101d5b515 cli: --forecast adds periodic transactions to reports 
Ledger-style periodic transactions, previously supported only by
hledger-budget, have landed as a first-class feature.  The --forecast
flag activates them, so that any transactions they generate are
included in reports.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
50b4d76ce9 lib: runPeriodicTransaction's start date must line up with interval 
This is very helpful for periodic transactions, because in budget mode
you need to ensure that no periodic transactions extend past the end
of the journal, and in forecast mode you need to make sure that all
periodic transactions are strictly after the end of the journal.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
597e9c47c9 lib: more periodic transaction tests 
Some of these demonstrate that runPeriodicTransaction could generate
transactions ouside of requested DateSpan. This happens because
runPeriodicTransaction uses splitSpan internally, and splitSpan always
generates dateSpans that fully cover original DateSpan, extending
beyound left/right boundary if necessary. This is ok if transactions
are generated for budgeting purpose, but during forecasting care should
be taken to check that all generated transactions are happening past
the end of the real journal.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
950891b55b lib: support "every <weekday>" 
A shorter spelling for "every <n>th day of week".
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
993e3f2b67 lib: support "every 2nd Thursday of month" in period expressions 
Useful for periodic transactions.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
f1b4618f2d lib: support "every 11th Nov" in period expressions 
Useful for periodic transactions
Without it, once-per-year periodic transactions always occur on 1st Jan.
 2017-11-26 14:57:37 +00:00
Dmitry Astapov
7acb5d45aa lib: make month names in period expressions case-insensitive 
Currently only lower-case account names are supported, both on the
command line, and in the journal (in periodic transactions):

This works:
$ hledger balance -p nov

This does not:
$ hledger balance -p Nov

First transaction will parse, second will not:
```
cat every-month.journal                                                                                                                                ~/devel/haskell/darcs-get/hledger/examples
~ aug to sep
    assets
    expenses    $1

~ Aug to Sep
    assets
    expenses    $2
```

$../bin/hledger-budget bal -f every-month.journal
hledger-budget: Failed to parse "Aug to Sep": date parse error ()

This commit fixes both cases.
 2017-11-26 00:25:08 +00:00
Dmitry Astapov
4049455f26 lib: Fix splitSpan for nthdayof{week,month} - start of DateSpan was not covered 
Demonstration:

Consider year-test.journal:
```
2015/02/01 first half
    expenses  $1
    assets

2015/07/01 second half
    expenses  $2
    assets

2016/02/01 first half
    expenses  $4
    assets

2016/07/01 second half
    expenses  $8
    assets

2017/02/01 first half
    expenses  $16
    assets

2017/07/01 second half
    expenses  $32
    assets
```

Year balances are good:
```
$ hledger balance -f year-test.journal -p yearly
Balance changes in 2015/01/01-2017/12/31:

          || 2015  2016  2017
==========++==================
 assets   ||  $-3  $-12  $-48
 expenses ||   $3   $12   $48
----------++------------------
          ||    0     0     0
```

Note how first transaction in 2015 is not included. Note that this is old period expression, so this bug exsits in master:
```$ hledger balance -f year-test.journal -p 'every 2nd day of month'
Balance changes in 2015/07/02-2017/07/01:

          || 2015/07/02-2015/08/01  2015/08/02-2015/09/01  2015/09/02-2015/10/01  2015/10/02-2015/11/01  2015/11/02-2015/12/01  2015/12/02-2016/01/01  2016/01/02-2016/02/01  2016/02/02-2016/03/01  2016/03/02-2016/04/01  2016/04/02-2016/05/01  2016/05/02-2016/06/01  2016/06/02-2016/07/01  2016/07/02-2016/08/01  2016/08/02-2016/09/01  2016/09/02-2016/10/01  2016/10/02-2016/11/01  2016/11/02-2016/12/01  2016/12/02-2017/01/01  2017/01/02-2017/02/01  2017/02/02-2017/03/01  2017/03/02-2017/04/01  2017/04/02-2017/05/01  2017/05/02-2017/06/01  2017/06/02-2017/07/01
==========++========================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================
 assets   ||                     0                      0                      0                      0                      0                      0                    $-4                      0                      0                      0                      0                    $-8                      0                      0                      0                      0                      0                      0                   $-16                      0                      0                      0                      0                   $-32
 expenses ||                     0                      0                      0                      0                      0                      0                     $4                      0                      0                      0                      0                     $8                      0                      0                      0                      0                      0                      0                    $16                      0                      0                      0                      0                    $32
----------++------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
          ||                     0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0
```

Note how 2015 is absent entirely. This is new expression, but i think that general nature of bug is the same...
```
$ hledger balance -f year-test.journal -p 'every 4th Apr'
Balance changes in 2016/04/04-2018/04/03:

          || 2016/04/04-2017/04/03  2017/04/04-2018/04/03
==========++==============================================
 assets   ||                  $-24                   $-32
 expenses ||                   $24                    $32
----------++----------------------------------------------
          ||                     0                      0
```
 2017-11-25 21:43:13 +00:00
Simon Michael
f5a39f7bc4 doc: csv: expand description part, include examples 
[ci skip]
 2017-11-05 17:30:31 -08:00
Simon Michael
4ab71f0d0a journal: clarify that txn/posting comments must start with semicolon 2017-11-01 08:04:25 -07:00
Simon Michael
0e4d791371 doc: journal: use consistent semicolon comments in examples 
About to add support for # posting comments, but using the semicolon
in examples makes them easier to test with Ledger.

[ci skip]
 2017-11-01 06:12:55 -07:00
Simon Michael
676eb6e1a2 update embedded manuals 2017-10-31 12:38:37 -07:00
jeevcat
3a9ea65b99 Rewrite of BalanceAssertion type to track its source position. 
Fixes #481.
 2017-10-16 13:25:03 -07:00
Sam Jeeves
11684843a0 Balance assertion errors now show line of failed assertion posting. Fixes #481. 2017-10-14 15:11:19 -07:00
Simon Michael
302723b1be lib,cli,ui,web: allow megaparsec 6.2 
Forgot to commit this last time.

[ci skip]
 2017-10-01 09:49:51 -10:00
Simon Michael
5de51c9bad fix warnings/errors found by make stacktest 2017-09-30 13:00:22 -10:00
Simon Michael
7520da5e0c update embedded manuals 2017-09-30 11:46:03 -10:00
Simon Michael
bfb4a38afb update cabal files 2017-09-30 11:45:33 -10:00
Simon Michael
4a49b86175 bump version strings & lower bounds to 1.4 2017-09-30 11:44:53 -10:00
Simon Michael
8c86d9b578 doc: update manuals re --sort-amount 2017-09-29 19:31:44 -10:00
Simon Michael
62c822c1e6 lib: more compact debug output for Accounts 2017-09-29 18:50:18 -10:00
Simon Michael
b5602fd771 bal: --sort-amount sorts tree-mode multi-column balance reports 2017-09-29 18:49:47 -10:00
Simon Michael
d527384261 bal: --sort-amount sorts tree-mode single-column balance reports too 2017-09-28 09:49:03 -10:00
Simon Michael
32d5428197 doc: draft 1.4 changelogs 
[ci skip]
 2017-09-26 16:22:30 -10:00
Simon Michael
580ad88dca timedot: fix parsing of month quantities (Nmo) 
[ci skip]
 2017-09-26 15:11:37 -10:00
Simon Michael
cd998e7f2f slight fix for --sort-amount, don't flip when normal balance unspecified 2017-09-25 19:10:21 -10:00
Simon Michael
d9d92b3bf1 bs/bse/is: --sort-amount puts large liabilities/equities/incomes at top 
Compound balance commands like these can now be aware of normal account
balance sign, and sort negative balances accordingly.

This also adds utility-ht as a dependency, only for the uncurry function
right now but it looks potentially useful to have.
 2017-09-25 19:06:38 -10:00
Simon Michael
35e2e94228 bal/bs/cf/is: --sort-amount sorts by amount instead of account name 2017-09-25 06:17:46 -10:00
Simon Michael
5c85a1dd1c lib: allow trailing whitespace in regex account aliases 
Trailing whitespace in the replacement part of a regular expression
account alias is now significant. Eg, slightly flattening some bank
accounts: --alias '/:somebank:/=somebank '
 2017-09-22 16:43:03 -10:00
Simon Michael
7edacdf443 cli: import command! hledger import *.csv adds new txns to main file 2017-09-17 18:57:51 -07:00
Simon Michael
0720cf9341 csv: doc: note how --rules-file affects all files in command 2017-09-17 13:37:06 -07:00
Simon Michael
1edb828a75 lib, print: rename --new's save files to .latest.*, easier to manage 2017-09-17 13:26:42 -07:00
Simon Michael
669fa706c0 print: --new shows only transactions added since last time 
First cut, error messages could be refined etc.
 2017-09-15 09:55:17 -07:00
Simon Michael
e3c4a76119 add & use simpler readJournalFilesWithOpts/InputOpts api 2017-09-14 17:43:32 -07:00
Simon Michael
55cebad0d5 cli: refactor: move commands to a subdirectory, reinstate test command 2017-09-12 10:04:36 -07:00
Simon Michael
3b1637341c lib: doctests: fix unused import warning 2017-09-08 10:58:13 -07:00
Simon Michael
0175a0231d lib: make doctests build with ghc 7.10 again 2017-09-08 10:25:42 -07:00
Simon Michael
5ae011b249 lib: add missing parsec lower bound, possibly related to #596, fpco/stackage#2835 
[ci skip]
 2017-09-06 07:32:13 -07:00
Simon Michael
efbbcda7e6 doc: tweak description/payee/note docs (#598, #608) 2017-09-05 14:06:43 -07:00
Simon Michael
079e76a370 doc: update description/payee/note docs (#598, #608) 2017-09-05 11:44:02 -07:00
Simon Michael
9501b43471 lib: pivot -> journalPivot, drop implicit tags notion (#598, #608) 2017-09-05 10:48:35 -07:00
Jakub Zárybnický
72cf6a8219 lib: Fix filtering by payee and note (#598) 2017-09-05 08:37:19 -07:00
Simon Michael
b246d0e990 cf: more restrictive regexp (#584) 2017-08-27 08:26:47 -07:00
Christian G. Warden
deaf9cfbef Exclude Fixed Assets from Cashflow Report 
Add "fixed" to the regex used to exclude asset accounts from cashflow
reports.  Assumes accounts are set up something like:
assets:fixed assets:equipment
assets:fixed assets:vehicles
assets:fixed assets:buildings
 2017-08-27 04:41:05 -07:00
Simon Michael
6b6e185827 lib: doc: note #583 issue number 2017-08-26 08:29:53 -07:00
Simon Michael
831ab78a74 lib, cli, ui: allow ansi-terminal 0.7 2017-08-26 07:47:34 -07:00
Simon Michael
f02d35ff39 lib, web: remove obsolete conditionals for old GHC 2017-08-25 17:15:26 -07:00
Simon Michael
b324d3de95 lib, cli, ui, web: drop oldtime flag, require time 1.5+ 
Should be safe to do now, I hope.
 2017-08-25 16:56:41 -07:00
Simon Michael
3778db9ec7 lib: similar package.yaml whitespace 2017-08-25 16:53:41 -07:00