Commit Graph

158 Commits

Author SHA1 Message Date
Simon Michael
326d6e8dae ref: ReportOptions{infer_value_} renamed to infer_prices_
For more consistency with the flag name (--infer-market-prices).
And BalancingOpts{infer_prices_} is now infer_transaction_prices_.
2021-09-18 12:12:31 -10:00
Simon Michael
daa9fddec9 imp: cli: --infer-market-price renamed to --infer-market-prices
It was too easy to get this wrong, even some of the docs did.
Now either plural or singular spelling works
(since we accept flag prefixes).
2021-09-18 12:12:31 -10:00
Stephen Morgan
6905e40c4d pkg!: cli: Add --today option to explicitly set the current date. (#1674)
rawOptsTo* in hledger-lib now takes a day as an argument, and does not
live in the IO monad, since it's now pure.

This is so that we can run tests containing future transactions that
won't fail as soon as ‘the future’ actually arrives.
2021-09-09 14:40:39 -10:00
Stephen Morgan
f3eacebc1d dev: lens: Use TemplateHaskell for ReportOpts and ReportSpec.
Also rename overWithReport/setWithReport to overEither/setEither.
2021-08-28 19:12:04 -10:00
Stephen Morgan
d248aec313 cln: hlint: Remove eta reduce warnings. 2021-08-27 06:13:56 -10:00
Stephen Morgan
8bf7c95697 cln: hlint: Clean up Functor related hlint warnings, and NOINLINE warning. 2021-08-27 06:13:56 -10:00
Stephen Morgan
46b0745412 cln: hlint: Remove Either and Bifunctor related warnings. 2021-08-26 21:00:35 -10:00
Stephen Morgan
fed75c58e9 cln: hlint: Clean up hlint warnings not already ignored in hlint.yaml. 2021-08-25 20:44:36 -10:00
Stephen Morgan
ddba9f6ce4 imp: lib,cli: Implement gain report for balance reports.
A gain report will report on unrealised gains by looking at the
difference between the valuation of an amount (by default, --value=end),
and the valuation of the cost of the amount.
2021-08-18 21:44:30 -10:00
Lawrence Wu
f3c07144a8 bal: option to view one commodity per row
This adds the `--commodity-column` option that displays each commodity
on a separate line and the commodities themselves as a separate column.
The initial design considerations are at
simonmichael.hledger.issues.1559

The single-period balance report with `--commodity-column` does not
interoperate with custom formats.
2021-08-08 09:19:25 -10:00
Stephen Morgan
918c243fa9 fix: forecast: Generate forecast transactions at journal finalisation,
rather than as a postprocessing step. (#1638)

This allows us to have a uniform procedure for balancing transactions,
whether they are normal transactions or forecast transactions, including
dealing with balance assignments, balance assertions, and auto postings.
2021-08-05 21:10:47 -10:00
Stephen Morgan
c404800fbf ref!: forecast: Move forecast_ from ReportOpts to InputOpts. 2021-08-05 21:10:47 -10:00
Stephen Morgan
c537f9426b dev: lens: Use lenses for updateReportSpec(With). 2021-07-30 09:27:39 -10:00
Stephen Morgan
4e9db4e377 dev: lens: Introduce lenses for ReportOpts and ReportSpec. 2021-07-30 09:27:39 -10:00
Simon Michael
d2b799a717 feat: bal: select budget( transaction)s by name (#1612)
This makes it possible to keep multiple named budgets in one journal,
and select the one you want with --budget's argument.

More precisely, you can select the subset of periodic transactions
rules which contain a certain fixed, case-insensitive substring.

Only one such --budget argument is supported, the last one on the
command line takes precedence.
2021-07-23 10:38:20 -10:00
Stephen Morgan
b0aa70b27a lib!: Rename the fields of ReportSpec.
This is done to be more consistent with future field naming conventions,
and to make automatic generation of lenses simpler. See discussion in
\#1545.

rsOpts -> _rsReportOpts
rsToday -> _rsDay
rsQuery -> _rsQuery
rsQueryOpts -> _rsQueryOpts
2021-07-23 10:37:08 -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
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
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
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
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
53611be6e9 lib,ui: Do all cost conversion and price stripping in journalSelectingAmountFromOpts. 2021-05-07 21:51:15 +10:00
Simon Michael
6298722ade lib: debug output checks for color support on stderr, not stdout
This is more accurate.
useColor is replaced by useColorOnStdout, useColorOnStderr.
2021-04-14 06:23:21 -10:00
Simon Michael
5e57cfb43e lib: useColor, colorOption helpers usable anywhere 2021-04-14 06:23:21 -10:00
Stephen Morgan
f6feef7f80 lib,cli: Strip prices in MultiBalanceReport and PostingsReport whenever
we know we won't need them.

Knowing whether we need them is accomplished by pulling the "show-costs"
option used by the Close command up into ReportOpts.
2021-04-11 18:31:30 -10:00
Stephen Morgan
5fbb67b893 lib,cli: Move reportPeriodName to Hledger.Reports.ReportOptions, use it
for HTML and CSV output for compound balance reports.
2021-04-03 13:43:37 -10:00
Stephen Morgan
13589aca2e doc: Remove incorrect haddock comment. 2021-03-23 11:26:30 -07:00
Stephen Morgan
fb02d86884 lib: Do not do any valuation with --value=cost, perform AtEnd valuation with --value=cost,COMM. 2021-03-10 12:42:01 +11:00
Simon Michael
51d582e845 also keep supporting --value=cost,COMM for now (#1499) 2021-03-09 07:37:52 -08:00
Stephen Morgan
efb37c3343 lib: Default to PeriodChange report when using ValueChangeReport. 2021-03-05 10:09:14 -08:00
Stephen Morgan
3f408c2117 lib,cli: Restore old --change option for per-period summation, use --sum for basic ValueChange balance report. 2021-03-05 10:09:14 -08:00
Stephen Morgan
edaaef897b lib: Do not include price directives in journalDateSpan. Only include
price directives after the last transaction/posting date if using
--value=end.

Also enlarges the reportspan to encompass full intervals for budget
goals.
2021-03-03 05:26:55 -08:00
Stephen Morgan
7f2536a2a7 lib,cli: Add --valuechange report type for calculating change of value
of accounts, restore --value=end behaviour to that of hledger-1.19.
2021-02-27 18:42:02 -08:00
Stephen Morgan
351648e4fa lib,cli: Add --periodic option to indicate PeriodChange accumulation (renamed from --change). 2021-02-27 18:42:02 -08:00
Simon Michael
37e49ada70 cli: rename --infer-value to --infer-market-price
For clarity; infer-value was too vague. The old spelling remains
supported for compatibility, but is now deprecated.
When typing, --infer-market or even --infer (for now) is sufficient.
2021-02-05 15:16:39 -08:00
Stephen Morgan
b619b68f71 doc: Remove references to --value=cost, replacing them with --cost.
Since this is option is now just an alias for -B/--cost, and since it
may be removed soon, we make it undocumented, though it will still
behave as before. --value=cost,COMM is unsupported as well.
2021-01-28 13:57:48 -08:00
Stephen Morgan
c9eb7d1bcf lib,cli,ui: Separate costing from valuation; each can now be specified
independently.

You can now combine costing and valuation, for example "--cost
--value=then" will first convert to costs, and then value according to
the "--value=then" strategy. Any valuation strategy can be used with or
without costing.

If multiple valuation and costing strategies are specified on the
command line, then if any of them include costing
(-B/--cost/--value=cost) then amounts will be converted to cost, and for
valuation strategy the rightmost will be used.

--value=cost is deprecated, but still supported and is equivalent to
--cost/-B. --value=cost,COMM is no longer supported, but this behaviour can be
achieved with "--cost --value=then,COMM".
2021-01-28 13:57:48 -08:00
Stephen Morgan
2b545caae5 lib: Calculate value at posting date for register --value=then -M. 2021-01-12 18:20:21 -08:00
Stephen Morgan
462a13cad7 lib,cli: Use Text Builder for Balance commands. 2021-01-02 15:08:09 +11:00
Stephen Morgan
46093b8de7 lib,ui: For hledger-ui, do valuation for all valuation types, not just
AtCost and AtDefault.

Remove unused valuationTypeIs* functions.
2020-12-19 11:59:44 -08:00
Stephen Morgan
0c23619ae7 lib: Valuation has changed; and -V now acts like --value=end. 2020-12-19 11:59:44 -08:00
Simon Michael
349ffd7c0b updateReportSpecFromOpts -> updateReportSpec[With] 2020-12-12 12:05:44 -08:00
Simon Michael
e33667f580 check: support quoted check name + args
A "hledger check" argument may now be a quoted string containing
the check name followed by space-separated arguments, for
checks which make use of those. This means the check command
can replicate "check-dates --unique" and (in principle)
"check-fancyassertions ASSERTIONS..". Eg:

hledger check "dates --unique"

I think it'll be better for checks to take no arguments or options,
so this is probably just a transitional feature for compatibility.
2020-11-29 20:48:31 -08:00
Stephen Morgan
74ce7be556 lib,ui: Make sure ReportSpec is updated when updating ReportOpts. 2020-11-09 16:30:15 -08:00
Stephen Morgan
3caf82c003 lib: Remove Empty Query constructor, which does nothing and has done so
for a very long time.
2020-11-09 11:21:40 -08:00
Stephen Morgan
83a518af99 lib,cli,ui: In ReportOpts, store query terms term-by-term in a list in
querystring_.

This helps deal with tricky quoting issues, as we no longer have to make
sure everything is quoted properly before merging it into a string.
2020-11-04 08:47:30 -08:00
Stephen Morgan
c5abefc72f lib: Add documentation for ReportSpec. 2020-10-23 14:14:11 -07:00
Stephen Morgan
260283e2f1 lib,cli,ui,web: Introduce ReportSpec, which holds ReportOpts, the day of
the report, and the parsed Query.
2020-10-23 14:14:11 -07:00
Stephen Morgan
19ab222599 lib,cli: Remove old impure ReportOpts date functions. 2020-10-23 14:14:11 -07:00