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1242 Commits

Author SHA1 Message Date
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
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
99cde10e98 doc: draft changelogs 2017-12-30 18:20:41 -08:00
Simon Michael
ecdbc05703 Merge branch 'feature/space-as-digits-sep' of https://github.com/ony/hledger into ony-feature/space-as-digits-sep 2017-12-30 09:29:22 -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
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
aa06d0f9bd lib, cli, ui: allow ansi-terminal 0.8 2017-12-29 12:41:22 -08:00
Simon Michael
d15a2dc4c0 lib: fix journalAccountNames doc 
[ci skip]
 2017-12-29 12:34:51 -08:00
Simon Michael
ddef7d722d lib: update journal account names api 
Now we have:

-- | Sorted unique account names posted to by this journal's transactions.
journalAccountNamesUsed :: Journal -> [AccountName]

-- | Sorted unique account names implied by this journal's transactions -
-- accounts posted to and all their implied parent accounts.
journalAccountNamesImplied :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives in this journal.
journalAccountNamesDeclared :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives or posted to
-- by transactions in this journal.
journalAccountNamesDeclaredOrUsed :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives, or posted to
-- or implied as parents by transactions in this journal.
journalAccountNamesDeclaredOrImplied :: Journal -> [AccountName]

-- | Convenience/compatibility alias for journalAccountNamesImpliedOrUsed.
journalAccountNames :: Journal -> [AccountName]
 2017-12-29 12:18:04 -08:00
Simon Michael
d7d75c50fe lib: expandAccountNames, accountNamesFromPostings should sort here 2017-12-29 12:16:46 -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
Nadrieril
9e6e06033f lib: Allow balance-only entries in csv reader 2017-12-14 18:26:29 -08:00
Simon Michael
cd5c74625e update embedded manuals 2017-12-14 18:20:07 -08:00
Dmitry Astapov
040b9aef91 doc: add Periodic transactions, Automated posting rules 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
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
1d26845525 remove */doc/README 2017-12-06 18:18:03 -08:00
Mykola Orliuk
95db5062d6 journal: inherit commodities in included files 
Followup on some comments for simonmichael/hledger#487
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
9cdd02e0b0 journal: pretty errors for included files 
Fixes simonmichael/hledger#660
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
fa2e680b2e lib: fix styles after cost application 
Fixes simonmichael/hledger#509
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
47766ea9d4 journal: support space as digits sep 
Resolves simonmichael/hledger#330
 2017-11-29 17:20:18 +01:00
Dmitry Astapov
6f92e70575 lib: remove needless numeric comparisons in bal/bs 
accountsFromPostings is currently doing excessive work when adding up
postings in each account. It sorts (accountName, amount) tuples which
cause amounts in them to be compared. There is no need to look at amount
here at all since subsequent summing up and counting does not depend on
order. It is enough to sort by accountname only.

Went through similar pieces of code, made them all look uniform.
 2017-11-29 07:08:18 -08:00
Dmitry Astapov
cf0dfa9f58 lib: add dependecy on 'extra' package 
It has a collection of useful list processing functions.
 2017-11-29 07:08:18 -08:00
Simon Michael
4228203740 doc: regenerate embedded manuals 
[ci skip]
 2017-11-28 17:37:27 -08:00
Mykola Orliuk
9df985f8c6 doc: resolving of amount decimal/group ambiguity 2017-11-27 15:47:56 -08:00
Mykola Orliuk
e58272f28f journal: use groups sep and prec for decimal hint 
Use whole AmountStyle in process of resolving decimal/groups separator
ambiguity.

Resolve simonmichael/hledger#399
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
7cbdeb40a4 journal: get decimal hint from default commodity 
If appropriate commodity directive is missing fallback to default
commodity directive to get number representation style.
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
b7dbe044b0 journal: use decimal sep hint for amount parser 
Make use of commodity format directive as a hint for parsing amount.

Kinda resolves simonmichael/hledger#487
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
dafdaec1ca journal: factor out rawnumberp 2017-11-27 15:47:56 -08:00
Mykola Orliuk
bcf7a1add5 journal: make numbers parsing more strict 
- Hunt down adjacent punctuations with altering char.
- Add some tests dedicated to parsing amounts.
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
53ad035b24 journal: limit scope of directives backtracking 
Effectively improves error reporting for directives.

Resolves simonmichael/hledger#402
 2017-11-27 14:32:48 -08:00
Mykola Orliuk
48623b4ceb lib: fix backtracking in periodexpr parser 
- Simplify doctests for periodexpr.
- Besides consuming leading space consume ending space for periodexpr also.
- Drop implicit option (def, def) behaviour of periodexpr. I.e. disallow
  hledger reg -p '' and auto-transaction with heading just '~'.
- Slightly re-factor periodexpr.
- Ensure that reportinginterval doesn't consume trailing space.
  Useful if  we'll start disallowing periods like "every1stjan2009-".
 2017-11-27 06:38:47 -08:00
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
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