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4049455f26
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806 Commits

Author SHA1 Message Date
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
4ab71f0d0a journal: clarify that txn/posting comments must start with semicolon 2017-11-01 08:04:25 -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
5de51c9bad fix warnings/errors found by make stacktest 2017-09-30 13:00:22 -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
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
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
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
f02d35ff39 lib, web: remove obsolete conditionals for old GHC 2017-08-25 17:15:26 -07:00
Simon Michael
1ebf1fec28 timedot: also provide syntax for seconds, days, weeks, months & years 2017-08-21 17:28:57 -07:00
Simon Michael
5cdb60b69b timedot: allow minutes to be logged as Nm 2017-08-20 13:00:29 -07:00
Simon Michael
16c07c537b csv: also switch which posting is converted to cost 
After switching the postings, make sure it's the second which is converted
to cost.
 2017-08-15 08:40:52 -07:00
Simon Michael
ce5724fee1 csv: switch the order of generated postings, so account1 is first 
This is subjective, but simplifies things as we'll be adding more than
two postings. Free-form entry templates will allow custom orderings
in future.
 2017-08-15 08:16:49 -07:00
Simon Michael
d7d5f8a064 add support for megaparsec 6 (fixes #594) 
Older megaparsec is still supported.
Also cleans up our custom parser types,
and some text (un)packing is done in different places
(possible performance impact).
 2017-07-27 19:20:46 -07:00
Simon Michael
8851ebc29f bs/cf/is: support --output-file and --output-format=txt|csv 
The CSV output should be reasonably ok for dragging into
a spreadsheet and reformatting.
 2017-07-25 19:43:45 -07:00
Nicholas Niro
93fbc0e989 lib: Fix of a bug with the -H option. 
This patch fixes a bug that happened when using the -H option on
a period without any transaction. Previously, the behavior was no
output at all even though it should have shown the previous ending balances
of past transactions. (This is similar to previously using -H with -E,
but with the extra advantage of not showing empty accounts)
 2017-07-15 08:02:03 +01:00
Nicholas Niro
f0914ff08e lib: Added a new much more thorough test to MultiBalanceReports. 
This test makes sure that -H works correctly and it does not show
empty accounts.
 2017-07-15 08:02:03 +01:00
Nicholas Niro
9873bcfcba lib: Added a new transaction to samplejournal. 
The new entry effectively adds a loan which is placed in the checking account.
This loan is then closed by the "pay off" transaction (which was already
present).

This is mainly to be used as a test point for the -H option; to make
sure -H does not show empty accounts.

All previous tests were changed to reflect the new change.
The documentation of the journal module was updated too.
 2017-07-15 08:02:03 +01:00
Nicholas Niro
a7f6b551c5 lib: Implemented a testing context for the module MultiBalanceReports. 
Of the 2 tests, the first is a simple test on a specific period.
The second is expected to fail at this point until the new upcoming
code to fix the issue with the history option is implemented.

For the record : this issue happens when we use the -H flag for a period
that does not contain any transactions. Currently, the ending balance
values are only taken into account if the current period contains
a Transaction containing one of the previous populated accounts.

For example, if we have a statement on the 2008/01/01 for $1
and we do a command (with -H) to check the value on the
(without transactions) 2008/01/02, we will not get the $1 from
2008/01/01. In that same example, if we had a transaction for the same
account as 2008/01/01 in say 2008/01/03 then the -H command would
successfully show the statement from 2008/01/03 with the initial amount
that we set in 2008/01/01.
 2017-07-15 08:02:03 +01:00
Nicholas Niro
fe2a1b35da lib: Added 2 new tests to BalanceReport. 
These tests verify the behavior when we input a very specific period.
The second test is meant to make sure that the new upcoming code in
MultiBalanceReports will not change anything in the behavior of
the module BalanceReport.
 2017-07-15 08:02:03 +01:00
Nicholas Niro
a204908be6 lib: Added a comment to explain the type MultiBalanceReportTotals 2017-07-15 08:02:03 +01:00
Simon Michael
b3b33336b4 csv: show the "creating/using rules file" message only with --debug 2017-07-06 14:07:46 +01:00
Simon Michael
e94f04311d csv: fix multiple includes in one rules file 2017-07-05 16:08:13 +01:00
Simon Michael
6614aab5d7 csv: add newest-first directive for more robust same-day ordering 2017-07-05 15:24:17 +01:00
Simon Michael
1d5f3a44d5 lib: debug: add a log0 that writes to debug.log in the current directory 
Seems to work somewhat, might have some laziness issues.
 2017-06-30 19:14:57 +01:00
Simon Michael
59af88b796 ui: add temporary --status-toggles for testing toggle styles (#564) 2017-06-18 16:20:30 -07:00
Simon Michael
22e751983b ui: allow multiple status filters to be active at once (#564) 2017-06-15 19:16:39 -07:00
Simon Michael
dcc58d4a2b lib: rename ClearedStatus type to Status 
(and fix hard-coded enum count)
 2017-06-15 19:16:39 -07:00
Simon Michael
430c49154a lib: rename Query's Status constructor to StatusQ 2017-06-15 19:16:39 -07:00
Simon Michael
e119941648 rename "uncleared" status to "unmarked" and --uncleared to --unmarked (#564) 
See the issue and linked mail list discussion. Ambiguity between the
uncleared state, and the "not cleared" --uncleared flag causes confusion
and friction. At this point it seems best to break with Ledger and
past hledger, pick a new name and drop --uncleared to put an end to it.
 2017-06-15 19:16:39 -07:00
Simon Michael
5d28120f6d lib: multiple status: query terms are OR'd (#564) 
Like desc: and acct:. I think this is more intuitive and useful,
so now eg "status: status:!" works (equivalent to -UP or "not:status:*").
 2017-06-15 19:16:39 -07:00
Simon Michael
7fc921db86 lib, cli: -U/-P/-C flags can be combined (#564) 2017-06-15 19:16:39 -07:00
Simon Michael
8b073014e4 lib, cli: -U/--uncleared no longer matches pending things (#564) 
Also begin using "marked"/"unmarked" terminology where it's helpful.
 2017-06-15 19:16:39 -07:00
Simon Michael
c5d63f03ce lib: clean up status functional tests, document ClearedStatus (#564) 2017-06-15 19:16:39 -07:00
Carel Fellinger
da9aa81ec7 Update AutoTransaction.hs 
lib: fix unit test some more after 5c095534
 2017-06-07 12:56:43 +02:00
Simon Michael
7cc2d86ac0 lib: fix unit tests after 5c095534 2017-06-06 09:43:05 -07:00