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2731 Commits

Author SHA1 Message Date
Simon Michael
6569c2aca7 ;doc: update changelogs 2021-07-20 22:24:39 -10:00
Simon Michael
861c34484e test: skip doctests with GHC 9 for now (#1503, #1615) 2021-07-20 20:38:39 -10:00
Simon Michael
3ef9958041 test: doctest cleanups, use latest 2021-07-20 20:38:39 -10:00
Simon Michael
9aac520edd deps: allow megaparsec 9.1 2021-07-20 20:38:39 -10:00
Stephen Morgan
c606f874fb imp: json: The keys of JSON objects are now displayed in alphabetical order, making it stable across different systems and compilers. 2021-07-20 20:37:33 -10:00
Simon Michael
87f575e643 ref: bal: rename some report types to clarify/sync with docs 
ReportType -> BalanceCalculation
 ChangeReport -> CalcChange
 BudgetReport -> CalcBudget
 ValueChangeReport -> CalcValueChange

BalanceType -> BalanceAccumulation
 PeriodChange -> PerPeriod
 CumulativeChange -> Cumulative
 HistoricalBalance -> Historical

ReportOpts:
 reporttype_ -> balancecalc_
 balancetype_ -> balanceaccum_

CompoundBalanceCommandSpec:
 cbctype -> cbcaccum

Hledger.Reports.ReportOptions:
 balanceTypeOverride -> balanceAccumulationOverride
 2021-07-15 14:22:20 -10:00
Simon Michael
964a019368 ;doc: changelogs: minor release headings 2021-07-13 18:39:43 -10:00
Simon Michael
1f9d89879d ;doc: update changelogs 2021-07-13 18:39:40 -10:00
Stephen Morgan
2df8ad781e
imp: cli: Don't show extra double quotes in missing journal file error. (#1601) 2021-07-13 10:41:51 -10:00
Stephen Morgan
cf25d7d56d
imp: bal: more predictable sort order with multiple commodities (#1563, #1564) 
This change provides more predictable and intuitive behaviour when 
using -S/--sort-amount with multiple commodities. 
It implements a custom Ord (and Eq) instance for MixedAmount 
which substitutes zero for any missing commodities.

As a consequence, all the ways of representing zero with a MixedAmount ([],
[A 0], [A 0, B 0, ...]) are now Eq-ual (==), whereas before they were
not. We have not been able to find anything broken by this change.

* imp: lib: Compare MixedAmounts by substituting zero for any missing commodities. (#1563)
* ;doc: Update docs for new multicommodity sort by amount rules.
 2021-07-12 21:11:50 -10:00
Simon Michael
a681e5329d fix: ui: transaction: possibly off-by-one valuation date 
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.
 2021-07-12 18:50:06 -10:00
Simon Michael
5d2caf3c7f lib: clarify journalEndDate, add journalLastDay 2021-07-12 18:50:06 -10:00
Simon Michael
3cd80e1f57 lib: export transactionCheckBalanced (#1596) 2021-07-07 13:20:13 -10:00
Simon Michael
68e7ff4644 ;doc: finalise changelogs 2021-07-03 14:51:51 -10:00
Simon Michael
52ebfb3dce ;doc: changelog edits 2021-07-03 11:45:50 -10:00
Simon Michael
4971b106ef ;doc: changelog edits 2021-07-02 16:10:56 -10:00
Simon Michael
d5d19f8419 ;update manuals 2021-07-02 12:42:34 -10:00
Stephen Morgan
e2198ff1ee lib: Auto-postings with Amount queries should filter only those commodities which match the query. 
Also corrects a regression introduced in
8ab29f84b32288a34ae7627a2204081fae31900f where transaction modifier
postings without multipliers would incorrectly be filtered by commodity.
 2021-07-01 09:35:56 -10:00
Simon Michael
2b3f6e86b8 ;doc: changelog updates 2021-06-30 18:05:50 -10:00
Stephen Morgan
2a9d358627 lib: Make sure automatic postings generated from postings with more than one commodity match on commodity symbol (#1582). 2021-06-30 17:35:43 -10:00
Stephen Morgan
bb7d04c031 lib,cli: No longer strip prices in journalApplyValuationFromOptsWith and mixedAmountApplyValuationAfterSumFromOptsWith (#1577). 
These were theoretically an efficiency improvement, but have been
error-prone. We instead handle stripping prices at the point of
consumption.
 2021-06-30 16:45:05 -10:00
Stephen Morgan
613efba1bc ui: Do not log to debug.log when regenerating journal in Transaction 
screen (#1556). Also really clear cost setting when doing so.

Since plog is no longer used anywhere, and tends to create bugs when it
is, we remove it.
 2021-06-30 16:07:32 -10:00
Simon Michael
43a909f824 doc: changelogs draft 
And add big headings, for fun and to help me tell them apart.
 2021-06-30 15:30:57 -10:00
Simon Michael
26bc5e6df3 ;update cabal files 2021-06-28 22:38:12 -10:00
Simon Michael
544450f557 ;bump version to 1.22 2021-06-28 22:37:47 -10:00
Simon Michael
59b1e46b88 ;check, payees, journal: payee directive no longer consumes trailing whitespace (#1580) 2021-06-23 14:13:24 -10:00
Simon Michael
46d3eaf920 ;lib: clarify/extend/refactor some line parsing helpers (#1580) 2021-06-23 14:12:17 -10:00
Stephen Morgan
0df3a4714f lib: When performing a summary posting report without depth limiting, 
report exclusive balances rather than inclusive balances (#1568).
 2021-06-11 16:53:39 -10:00
Simon Michael
b81f8f768d ;csv: amount-setting notes, doc improvements from reddit discussion 
https://www.reddit.com/r/plaintextaccounting/comments/nxu1ss/hledger_parsing_csv_with_negative_amount_in_debit/
 2021-06-11 16:30:43 -10:00
Simon Michael
665fec83cd
Merge pull request #1560 from Xitian9/rationalisevaluation 
Clean up valuation functions, and make clear which to use where.
 2021-06-07 19:02:44 -10:00
Stephen Morgan
0f1837816d lib,cli,ui,web: Add check balancednoautoconversion command, which checks that 
transactions are balanced possibly using explicit prices, but without
inferring any prices. This is included in --strict mode.

Renames check autobalanced to check balancedwithautoconversion.
 2021-06-07 18:58:58 -10:00
Stephen Morgan
0a019e2167 lib,cli,web,bin: Replace journalSelectingAmountFromOpts with journalApplyValuationFromOpts. 
This also has the effect of allowing valuation in more reports, for
example the transactionReport.
 2021-06-08 14:55:05 +10:00
Stephen Morgan
68e975adf1 lib,cli,ui,web: Remove unused LANGUAGE pragmas. 2021-06-07 17:33:54 -10:00
Stephen Morgan
55308e1ca8 lib,cli,ui,web: Remove unnecessary CPP when dropping support for GHC 8.2. 2021-06-07 17:33:54 -10:00
Stephen Morgan
c827cbcc3e lib: Refactor to eliminate use of printf. 2021-06-03 23:23:54 -10:00
Stephen Morgan
e80bb37b1c lib: Remove unused String utility functions. 2021-06-03 23:23:54 -10:00
Stephen Morgan
0b419adba2 lib: Remove unused Text utility functions. 2021-06-03 23:23:54 -10:00
Stephen Morgan
bf22c3efdd lib,cli: Replace concat(Top|Bottom)Padded with textConcat(Top|Bottom)Padded. 2021-06-03 23:23:54 -10:00
Stephen Morgan
0e59fee251 lib,cli: Export Text.Tabular from Text.Tabular.AsciiWide, clean up import lists. 2021-06-03 23:23:54 -10:00
Simon Michael
b681cde62d ;update cabal files 2021-06-03 14:08:47 -10:00
Simon Michael
58b481ca5b stack: updated tested-with to 8.6+ 2021-06-03 14:07:39 -10:00
Simon Michael
1e2ff1315b Don't infer a txn price with same-sign amounts (#1551) 2021-06-02 15:22:57 -10:00
Stephen Morgan
6c2ab5c940 lib: When matching an account query against a posting, don't try to 
match against the same posting twice, in cases when poriginal is
Nothing.
 2021-05-16 12:43:13 -10:00
Simon Michael
d3b20675d0 tools: really regenerate the cabal files with stack's hpack 
hpack has dropped the hash at last, this should help a lot to reduce
edit conflicts and commit noise.
 2021-05-14 16:14:06 -10:00
Simon Michael
41c8e1f6ef ;regen cabal files with latest stack's hpack (0.34.4) 2021-05-14 08:17:56 -10:00
Stephen Morgan
940b2c6ab9 lib: Create mixedAmountApplyValuationAfterSumFromOptsWith for doing any valuation needed after summing amounts. 2021-05-13 22:18:52 +10:00
Stephen Morgan
6fb3dfdbb2 lib: Create journalApplyValuationFromOpts. 
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.
 2021-05-13 19:52:32 +10:00
Stephen Morgan
dc16451de0 lib: Remove unused (amount|mixedAmount|posting|transaction)ApplyCostValuation functions. 2021-05-07 22:25:19 +10:00
Stephen Morgan
53611be6e9 lib,ui: Do all cost conversion and price stripping in journalSelectingAmountFromOpts. 2021-05-07 21:51:15 +10:00
Stephen Morgan
d1467d4766 lib: When inferring total prices, use the precision of toamount, rather than NaturalPrecision. 2021-05-02 21:14:36 +10:00