This upgrades Account to enable it to store a multiperiod balance, with
a separate balance for each date period. This enables it do the hard
work in MultiBalanceReport.
Some new types are created to enable convenient operation of accounts.
- `BalanceData` is a type which stores an exclusive balance, inclusive
balance, and number of postings. This was previously directly stored
in Account, but is now factored into a separate data type.
- `PeriodData` is a container which stores date-indexed data, as well as
pre-period data. In post cases, this represents the report spans,
along with the historical data.
- Account becomes polymorphic, allowing customisation of the type of
data it stores. This will usually be `BalanceData`, but in
`BudgetReport` it can use `These BalanceData BalanceData` to store
both actuals and budgets in the same structure. The data structure
changes to contain a `PeriodData`, allowing multiperiod accounts.
Some minor changes are made to behaviour for consistency:
- --declared treats parent accounts consistently.
- --flat --empty ensures that implied accounts with no postings are not displayed, but
accounts with zero balance and actual postings are.
Previously, hledger could read CSV files containing non-ascii
characters only if they are UTF8-encoded. Now there is a new CSV
rule, encoding ENCODING, which allows reading CSV files with other
encodings.
This adds a dependency on the encoding library, which supports fewer
encodings than text-icu but does not require a third-party C library.
To avoid build issues on various platforms, we require version 0.10+.
This adds some use of the ImplicitParams language extension, required
by encoding's API, but only in a small code region.
This also changes the type of Reader's rReadFn; it now takes
a `Handle` rather than a `Text`, allowing more flexibility.
Previously depth-limiting was universal across all accounts, e.g. all
accounts are clipped to depth 2. However, sometimes you want certain
accounts clipped to a different depth than others, e.g. all expenses to
depth 3, while all assets to depth 2. This commit enables depth-limiting
to optionally include a regular expression, which limits the accounts it
applies to.
More than one depth limit can be passed, and they are applied to each
account name by the following rules:
- If one or more regular-expression depth limit applies, use the
most specific one
- If no regular-expression depth limits apply, and a flat depth limit is
supplied, use that
- Otherwise, do not do any depth limiting
For example, this will clip all accounts matching "assets" to depth 3,
all accounts matching "expenses" to depth 2, and all other accounts to
depth 1.
--depth assets=3 --depth expenses=2 --depth 1
Market prices are now shown using one line each,
the known prices are listed (forward / forward+reverse),
and the status of --infer-market-prices is shown.
--color now also works in a config file, like --pager, except for two
cases: it does not affect colouring of debug output, or the colouring
helpers used in the check recentassertions error message.
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.
Parent accounts with no actual or goal amounts would ideally be shown
elided on the same line, but the budget report in tree mode was
omitting them completely. Now --budget always shows them.
The effect is much like forcing --no-elide on, except it might not
show goal amounts that --no-elide does show.
It's not a wonderful fix, but the budget report code is twisty and I
can't afford to spend more time on this.
When reports want to render amounts without commmodity symbols,
they must now use AmountDisplayOpts' new displayCommodity flag.
(Previously it was a side effect of setting displayCommodityOrder.)
