Commit Graph

1106 Commits

Author SHA1 Message Date
Simon Michael
d420a8b534 journal: account directive: parse and store a numeric account code also 2018-01-23 11:33:23 -08:00
Simon Michael
88ef586480 lib: rename, clarify purpose of balanceReportFromMultiBalanceReport 2018-01-23 11:32:24 -08:00
Simon Michael
6c60e4a97b bs/cf/is: always show a tabular report, even with no report interval
Previously, if you specified no report interval, the text output of
these commands was a simple report like the original balance command,
with amounts on the left and account names on the right. Also,
balances used arithmetic sign like the balance command.
Now it always draws a table, with account names in the left
column, and shows balances with normal-positive sign, consistent with
the multicolumn reports. Less code, fewer bugs.
2018-01-23 11:05:01 -08:00
Simon Michael
2e9ae3f400 bs/bse/cf/is: html output fixes and styling/styleability 2018-01-19 14:16:23 -08:00
Simon Michael
4ddb748d9c acc: rename --posted -> --used 2018-01-19 12:41:03 -08:00
Simon Michael
37a4d71f1b acc: report --declared and/or --posted accounts 2018-01-18 18:43:21 -08:00
Simon Michael
6210613f76 bs/bse/cf/is: show overall report span in title 2018-01-18 12:00:16 -08:00
Simon Michael
e9624486b6 bs/bse/cf/is: show local abbreviated month names on monthly columns 2018-01-18 11:46:12 -08:00
Simon Michael
3663c46502 bal: make --drop work with csv/html output 2018-01-18 11:26:57 -08:00
Simon Michael
3849ba7a9d bal: warn that --budget -O csv doesn't work 2018-01-18 11:24:22 -08:00
Simon Michael
46d7893446 updated generated manuals 2018-01-18 11:01:15 -08:00
Simon Michael
889ba8caac doc: make the bs/bse/cf/is web docs a bit more like their --help 2018-01-18 11:01:15 -08:00
Simon Michael
6b349e3123 bs/bse/cf/is: show all balances as normally-positive (experimental)
Income, liability and equity balances, which until now we have
always displayed as negative numbers, are now shown as normally positive
by these reports.
Negative numbers now indicate a contra-balance (eg an overdrawn
checking account), a net loss, a negative net worth, etc.
This makes these reports more like conventional financial statements,
and easier to read and share with normal people.
2018-01-18 11:01:07 -08:00
Simon Michael
3b2a9eaba4 lib: refactor 2018-01-15 14:15:52 -08:00
Simon Michael
79812f974a rename NormalBalance -> NormalSign 2018-01-15 14:12:38 -08:00
Simon Michael
02516ef987 bal/bs/bse/cf/is: basic HTML output 2018-01-14 18:09:50 -08:00
Simon Michael
73ba78f092 bs/bse/cf/is: don't repeat the headings row for each subreport 2018-01-14 17:57:46 -08:00
Simon Michael
a26f7a9f51 include the column spans explicitly in CompoundBalanceReport 2018-01-14 17:49:45 -08:00
Simon Michael
de5d22ac21 bal/bs/is/cf: drop short name, indent fields from multicolumn CSV 2018-01-13 11:46:19 -08:00
Simon Michael
81e964502b lib: refactor low-level text file reading 2018-01-04 16:17:25 -08:00
Simon Michael
a0d765edb5 update embedded manuals 2018-01-04 10:19:27 -08:00
Simon Michael
bc3f5c476c bump version to 1.5.99 2018-01-04 10:15:03 -08:00
Simon Michael
1234671c69 equity: rename to close 2018-01-03 17:02:35 -08:00
Simon Michael
98dcd1406e equity: more help cleanup 2018-01-03 15:55:59 -08:00
Simon Michael
31effcd731 equity: ignore any begin date; closed balances are historical 2018-01-03 13:50:16 -08:00
Simon Michael
98dd8c5f83 equity: improve help, note limitations, ignore --date2
Try to make this less confusing.
2018-01-03 12:53:37 -08:00
Simon Michael
82283d75d7 doc: changelog updates 2017-12-31 10:30:28 -08:00
Simon Michael
956dee9682 update cabal files 2017-12-31 10:24:15 -08:00
Simon Michael
6ccabe3b48 update embedded manuals 2017-12-31 10:22:09 -08:00
Simon Michael
52c3884ab7 bump version strings & bounds to 1.5 2017-12-31 10:20:48 -08:00
Simon Michael
7921f0cf44 update embedded manuals 2017-12-31 10:08:44 -08:00
Simon Michael
0d8ac2cd6f update cabal files 2017-12-31 10:03:50 -08:00
Simon Michael
e927e587e6 lib,cli: auto/forecast/budget option/docs cleanup, consistency 2017-12-31 10:01:18 -08:00
Simon Michael
667a1d7e59 remove upper bounds on all but hledger* and base
It's rare that my deps break their api or that newer versions must be avoided,
and very common that they release new versions which I must tediously
and promptly test and release hackage revisions for or risk falling out
of stackage. Trying it this way for a bit.
2017-12-31 09:13:50 -08:00
Simon Michael
26d1f10ef1 consistent spacing in bounds 2017-12-31 09:05:39 -08:00
Simon Michael
d3363d09d8 allow megaparsec 6.4.0 2017-12-31 08:47:59 -08:00
Simon Michael
79fe56f8ff doc: fix broken link 2017-12-31 07:43:02 -08:00
Simon Michael
cbb12cbb73 doc: fix accidental heading in period expressions 2017-12-30 19:21:00 -08:00
Simon Michael
f9e113c9ab print: -B shows converted amounts again, as in 1.1, even without -x. #551 (Simon Michael, Mykola Orliuk) 2017-12-30 19:08:58 -08:00
Simon Michael
99cde10e98 doc: draft changelogs 2017-12-30 18:20:41 -08:00
Simon Michael
2a0e12122c tools: regen cabal files with latest stack's hpack to avoid warnings 2017-12-30 08:47:47 -08:00
Simon Michael
0c584759e1 doc: market value: update description 2017-12-30 07:35:23 -08:00
Simon Michael
d8195dcae9 doc: warn about combining -B and -V (#683) 2017-12-30 07:21:43 -08:00
Simon Michael
8f55b6137d uses today's prices, not those of last txn date, for -V (fix #683,#648) 2017-12-29 21:42:59 -08:00
Simon Michael
69e255cead lib: deduplicate, refactor valuation code 2017-12-29 16:52:08 -08:00
Simon Michael
0a9d724152 lib: clarify journalApplyValue comment 2017-12-29 16:06:53 -08:00
Simon Michael
aa06d0f9bd lib, cli, ui: allow ansi-terminal 0.8 2017-12-29 12:41:22 -08:00
Simon Michael
3f124cf123 add, web: suggest implied and declared account names also 2017-12-29 12:19:44 -08:00
Simon Michael
07596b1c54 update embedded manuals 2017-12-22 10:13:38 -08:00
Simon Michael
0621a27833 update cabal files 2017-12-22 10:13:37 -08:00
Simon Michael
efdee17aae bump version strings & lower bounds to 1.4.99 2017-12-22 10:13:37 -08:00
Simon Michael
761fc31eb8 lib,cli,ui,web: allow megaparsec 6.3.0 2017-12-15 12:32:11 -08:00
Simon Michael
cd5c74625e update embedded manuals 2017-12-14 18:20:07 -08:00
Dmitry Astapov
05383277b1 doc: add --budget to balance manual 2017-12-14 17:20:07 -08:00
Dmitry Astapov
ac80c39535 lib: command-line help for --auto/--forecast matches docs 2017-12-14 17:20:07 -08:00
Simon Michael
302ee50bfe update embedded manuals 2017-12-07 12:04:11 -08:00
Simon Michael
9013694d89 cabal: regenerate with stack 1.6/hpack 0.20 2017-12-07 11:46:33 -08:00
Simon Michael
c18a75ecfe fix data-files paths in yaml/cabal files 2017-12-06 18:45:01 -08:00
Simon Michael
f3820e1e7a fix hledger/.otherdocs symlinks & README 2017-12-06 18:39:37 -08:00
Simon Michael
968cff7a4a remove numbers from all but nroff filenames 2017-12-06 18:35:18 -08:00
Simon Michael
61a2fa4d53 move package manual files out of doc/ 2017-12-06 18:26:20 -08:00
Simon Michael
df7f5e1659 rename hledger manual subfiles 2017-12-06 18:23:20 -08:00
Simon Michael
1d26845525 remove */doc/README 2017-12-06 18:18:03 -08:00
Simon Michael
b425e50ad1 change paths in code, scripts, readme 2017-12-06 18:16:35 -08:00
Simon Michael
d637e2fbcd doc: expand doc/README, describe doc files and workflows 2017-12-06 13:28:52 -08:00
Dmitry Astapov
58c755df86 lib: fix budget display to always show %% consumed and handle costs
For multi-column balance report, if there are no transactions in the
given period for budgeted account, display [0% of <budget>] for
consistency.

If balance is a mix of commodities, convert to cost basis for the
purposes of computing percent of balance spent.
2017-12-01 15:52:29 -08:00
Simon Michael
4228203740 doc: regenerate embedded manuals
[ci skip]
2017-11-28 17:37:27 -08:00
Dmitry Astapov
8cd58b71ab bal: show percentage of budget spent 2017-11-26 14:57:41 +00:00
Dmitry Astapov
6ea5da2d9d bal: --budget shows budget performance
Budget goals specified with periodic transactions (as with
hledger-budget) can now be displayed in balance report (but not in bs/is/cf).

--budget shows the target amount and percentage alongside the actual
amount, per account and period.

Unbudgeted accounts will be hidden, unless --show-unbudgeted is used.

Budgeted accounts are displayed folded (depth-clipped) at a depth
matching the budget specification. Unbudgeted accounts, if shown, are
displayed at their usual depth (in full detail, or according to --depth).
2017-11-26 14:57:41 +00:00
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
0dfffed52c doc: expand documentation for period expressions
Document "first day of period" behavior. Document new period
expressions DayOfYear and WeekdayOfMonth.
2017-11-26 14:57:41 +00:00
Simon Michael
419395e3d5 doc: argument files: fix cookbook link
[ci skip]
2017-10-31 12:41:05 -07:00
Simon Michael
676eb6e1a2 update embedded manuals 2017-10-31 12:38:37 -07:00
Simon Michael
a3fa09b604 doc: rename/flesh out "argument files" doc, add to cookbook 2017-10-31 12:37:13 -07:00
Simon Michael
a9c4ac24cd prices: doc: link to market prices doc 2017-10-31 12:37:13 -07:00
Simon Michael
da1cf3b72d update embedded manuals 2017-10-17 07:08:20 -07:00
Simon Michael
24d8336728 tag: first arg filters tag names, the rest filter transactions (#261) 2017-10-17 07:07:34 -07:00
jeevcat
3a9ea65b99 Rewrite of BalanceAssertion type to track its source position.
Fixes #481.
2017-10-16 13:25:03 -07:00
Simon Michael
e33cce52bc import: make --dry output valid journal format
[ci skip]
2017-10-14 08:59:09 -07:00
Simon Michael
e658c301e2 import: doc: update builtin manuals
[ci skip]
2017-10-02 17:56:13 -10:00
Simon Michael
732d589955 import: doc: manual edits
[ci skip]
2017-10-01 09:57:55 -10:00
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
0af0961e10 doc: options help tweaks 2017-09-30 11:29:25 -10:00
Simon Michael
6632aedd93 update embedded manuals 2017-09-30 07:00:57 -10:00
Simon Michael
3e866563d1 cli: tweak commands list 2017-09-30 06:58:25 -10:00
Simon Michael
3967e57395 doc: changelog/relnote updates 2017-09-30 06:52:15 -10:00
Simon Michael
e5f794d2cb cli,ui,web: a @FILE argument reads flags & args from FILE, one per line 2017-09-30 06:49:31 -10:00
Simon Michael
8c86d9b578 doc: update manuals re --sort-amount 2017-09-29 19:31:44 -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
32d5428197 doc: draft 1.4 changelogs
[ci skip]
2017-09-26 16:22:30 -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
c61a4cca92 regenerate embedded manuals 2017-09-22 16:14:30 -10:00
Simon Michael
fead7c5138 cli, ui, web: make -NUM a shortcut for --depth NUM 2017-09-22 16:14:30 -10:00
Simon Michael
0b7a50d0f0 import: sort new transactions by date, across files 2017-09-21 10:31:15 -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
1edb828a75 lib, print: rename --new's save files to .latest.*, easier to manage 2017-09-17 13:26:42 -07:00
Simon Michael
c79c8b9883 print: help tweak 2017-09-15 10:08:58 -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
a218ce12ad cli: docs: update manuals 2017-09-14 06:23:11 -07:00
Simon Michael
076424dedd cli: docs: note new aliases in manual 2017-09-14 06:19:59 -07:00
Simon Michael
6e7a14b656 cli: new, comprehensive commands list 2017-09-14 05:55:44 -07:00
Simon Michael
bc66c75bd2 cli: some new short command aliases
accounts: a
balance: b
print: p, txns
register: r
2017-09-14 05:53:12 -07:00
Simon Michael
e3902ebc6f cli: make tags a builtin command 2017-09-12 19:54:39 -07:00
Simon Michael
d2d7dbbce0 cli: make rewrite a builtin command 2017-09-12 19:51:27 -07:00
Simon Michael
89f694707b cli: make register-match a builtin command 2017-09-12 19:43:41 -07:00
Simon Michael
bf99c74198 cli: make print-unique a builtin command 2017-09-12 19:37:31 -07:00
Simon Michael
258efdf83c cli: make prices a builtin command 2017-09-12 19:28:01 -07:00
Simon Michael
4e6aa06b62 cli: make equity a builtin command 2017-09-12 19:17:47 -07:00
Simon Michael
fe9cd2a186 cli: make check-dupes a builtin command 2017-09-12 19:09:00 -07:00
Simon Michael
44e3d72926 checkdates: disable/document stack script stuff 2017-09-12 18:50:25 -07:00
Simon Michael
b4d70731e8 checkdates: docs 2017-09-12 18:24:22 -07:00
Simon Michael
3dc8dc428a cli: comments 2017-09-12 18:23:38 -07:00
Simon Michael
84320fe97f cli: fix import warning 2017-09-12 18:04:40 -07:00
Simon Michael
d2c8edb023 cli: refactor: simplify imports 2017-09-12 17:54:59 -07:00
Simon Michael
7f5985067d cli: begin merging addons, make check-dates a builtin command 2017-09-12 17:54:25 -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
5fcd4b35ad cli: update benchmark after commands refactor 2017-09-11 18:55:01 -07:00
Simon Michael
a8ff9e91f6 cli: fix haddock error 2017-09-11 18:36:20 -07:00
Simon Michael
dc191ec76e cli: refactor: new Commands module
Builtin commands are now gathered more tightly in a single module,
Hledger.Cli.Commands, reducing duplication and facilitating change.

The tests command was difficult and has been dropped for now.

The obsolete convert/info/man commands have been dropped.

cli: refactor: a proper commands list, better Main/Commands separation

The legacy "convert" command has been dropped.

The activity command's module is now named consistently.
2017-09-11 16:50:08 -07:00
Simon Michael
453cf431b2 cli: drop support for directory < 1.2 2017-09-08 11:42:38 -07:00
Simon Michael
ce83b789cf cli: fix unused import warning
Only seen with GHC 7.10 for some reason.
2017-09-08 11:42:38 -07:00
Simon Michael
f972027918 cli: doc: queries: tweak wording 2017-09-07 08:38:14 -07:00
Simon Michael
81d7d3f709 cli: doc: queries: clarifications, especially not: 2017-09-07 08:35:53 -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
13a6584440 ui, web: Enable --pivot and --anon in ui and web (#474) 2017-09-04 20:45:31 -07:00
Simon Michael
ddb67c0c0b bse: update embedded manuals 2017-08-28 17:29:24 -07:00
Nicholas Niro
d7f2d5eac3 doc: commands: Added an entry for the new command balancesheetequity. 2017-08-28 20:20:29 -04:00
Nicholas Niro
5e3c8aaaff Implemented the new Cli command 'balancesheetequity`.
This new command shows the same information as balancesheet but also
includes the Equity accounts (equity:<account name>).
2017-08-28 16:58:48 -04:00
Simon Michael
b246d0e990 cf: more restrictive regexp (#584) 2017-08-27 08:26:47 -07:00
Simon Michael
831ab78a74 lib, cli, ui: allow ansi-terminal 0.7 2017-08-26 07:47:34 -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
2036260bb8 cli, web: simplify shakespeare bounds 2017-08-25 16:46:35 -07:00
Simon Michael
230dfea207 update tested-with GHC versions 2017-08-25 16:40:29 -07:00
Simon Michael
6448053448 lib, cli, web: remove ghc < 7.6 support 2017-08-25 16:36:17 -07:00
Simon Michael
8e35bfdfc8 cli: package.yaml: source dir first for clarity 2017-08-25 16:09:17 -07:00
Simon Michael
6e402e1ed6 cli: package.yaml: simplify dep lists, whitespace 2017-08-25 15:52:08 -07:00
Simon Michael
e24a1a2dc0 cli, web: remove unnecessary bound to satisfy hackage server 2017-08-25 09:21:50 -07:00
Simon Michael
12673b1738 update changelogs 2017-08-25 09:18:26 -07:00
Hans-Peter Deifel
37d7c248e2 Allow megaparsec-6.1 2017-08-24 15:56:49 -07:00
Simon Michael
d8696c5ea0 cli: clearer command-line help for --date2 (fixes #604) 2017-08-21 17:19:06 -07:00
Simon Michael
21951aa273 bump version harder: fix some yaml/cabal bounds I had missed 2017-08-01 10:11:42 -07:00