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652 Commits

Author SHA1 Message Date
Simon Michael
43287a3e26 budget: use a new first-class BudgetReport for --budget 2018-04-23 18:52:28 -07:00
Dmitry Astapov
0c835acd18 lib, app: better descriptions for forecast transactions 2018-04-18 16:05:08 -07:00
Dmitry Astapov
d82370d10b lib, app, web: remove differences between command line and journal file aliases 2018-04-17 16:09:11 -07:00
Dmitry Astapov
f6ec26e321 lib, app, web, ui: rename readJournalFile[s]WithOpts to readJournalFile, same for tryReader[s]WithOpts 2018-04-17 15:25:02 -07:00
Dmitry Astapov
37607beaea lib, app, web: use readJournalFileWithOpts instead of readJournalFile whenever possible 2018-04-17 14:33:32 -07:00
Dmitry Astapov
ecf49b1e4b lib: auto postings generated before amount inference and balance checks (#729) 2018-04-17 14:33:32 -07:00
Simon Michael
326ac83dcf fix haddock issues 2018-03-31 19:15:24 +01:00
Simon Michael
2a87ea56ff budget: refactor; show budget goals even with no or zero actual 
This makes budget reports more intuitive. It is a temporary hack which
can misorder columns in some cases (if actual and budget activity
occur in a different range of columns). We should redo this in a more
principled way.
 2018-03-30 03:26:32 +01:00
Simon Michael
939d6833ea budget: refactor date handling, add debug output 2018-03-30 01:01:50 +01:00
Simon Michael
c306193667 doc: also update -E/--empty command line help 
[ci skip]
 2018-03-30 00:49:28 +01:00
Simon Michael
083d9190fd budget: only periodic txns with the selected interval are used 2018-03-29 15:51:52 +01:00
Simon Michael
c64d598919 bal: a little more width for budget columns 2018-03-29 15:12:44 +01:00
Simon Michael
6970a4c6e8 budget: more regular layout, simple fixed-width columns 
old:
Balance changes in 2018/03/19w12:

                   ||   2018/03/19w12
===================++=================
 <unbudgeted>:aaa  ||               0
 bbb               ||        1.33 [0]
 bbb:bbbbbbbbbbbbb || 1.25 [42% of 3]
 ccc               ||     0 [0% of 0]
 ddd               ||     0 [0% of 0]
 eee               || 0.75 [75% of 1]
 fff               || 3.50 [50% of 7]
 ggg               ||        1.25 [0]
 hhh               ||     0 [0% of 6]
 iii               ||     0 [0% of 0]
-------------------++-----------------
                   ||            8.08

new:
                   ||          2018/03/19w12
===================++========================
 <unbudgeted>:aaa  ||       0
 bbb               ||    1.33 [           0]
 bbb:bbbbbbbbbbbbb ||    1.25 [ 42% of    3]
 ccc               ||       0 [  0% of    0]
 ddd               ||       0 [  0% of    0]
 eee               ||    0.75 [ 75% of    1]
 fff               ||    3.50 [ 50% of    7]
 ggg               ||    1.25 [           0]
 hhh               ||       0 [  0% of    6]
 iii               ||       0 [  0% of    0]
-------------------++------------------------
                   ||    8.08
 2018-03-29 15:03:27 +01:00
Simon Michael
550425810f budget refactoring, type synonyms 
Using "actual" and "budget" terminology. "real" is already used in the
context of real/virtual postings. "actual" should be familiar from
unit testing (expected & actual)..
 2018-03-29 15:03:27 +01:00
Simon Michael
a56c547bc2 cleanups 2018-03-29 15:03:27 +01:00
Simon Michael
d4eb3caf70 bal: comment fixes 
[ci skip]
 2018-03-29 15:03:27 +01:00
Simon Michael
1347885cd8 bal/bs/bse/cf/is: show short monthnames in monthly reports (like html) 2018-03-28 18:17:20 +01:00
Moritz Kiefer
d7b68fbd7d Use skipMany/skipSome for parsing spacenonewline 
This avoids allocating the list of space characters only to then
discard it.
 2018-03-25 22:59:05 +01:00
Simon Michael
84579bb1b4 silence redundant import warnings with ghc 8.4 2018-03-24 22:51:56 +00:00
Simon Michael
8c384e3192 tweak -E help again, hledger-web also shows zeroes by default 
[ci skip]
 2018-02-18 08:05:55 -08:00
Simon Michael
a8933e8c5c ui: tweak -E help, hledger-ui shows zeroes by default 
[ci skip]
 2018-02-18 07:16:59 -08:00
Simon Michael
d3fde29b36 bal: --invert flag to flip all signs 2018-01-29 14:53:23 -08:00
Simon Michael
5cea120ab7 cli: rename embedded files dir, make them extra-source-files 
Per feedback from peti. These files will no longer be installed to
cabal's data directory, where it might seem as if they are required at
runtime, which they are not. Packagers will still find them in the
tarball and can put them in the proper place.
 2018-01-26 11:12:08 -08:00
Simon Michael
37555617b7 journal, bal: document account codes 2018-01-23 16:51:12 -08:00
Simon Michael
e491f513a1 cli: tabular reports no longer have a trailing blank line added 
Tabular reports from bal, bs etc. have until now been rendered on
the terminal with one final blank line, for readability.
This change drops the blank line.

This is consistent with the non-tabular balance and register output
(not print, which is a special case), and with most unix commands.
The real reason for it, which I admit is flimsy, is that I can now omit
the final delimiter (>=0) when using shelltestrunner 1.9's new format,
making functional tests easier to maintain and more readable.
If there's opposition, this could be reverted.
 2018-01-23 12:47:56 -08:00
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
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
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
e927e587e6 lib,cli: auto/forecast/budget option/docs cleanup, consistency 2017-12-31 10:01:18 -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
8f55b6137d uses today's prices, not those of last txn date, for -V (fix #683,#648) 2017-12-29 21:42:59 -08:00