Commit Graph

601 Commits

Author SHA1 Message Date
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
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
3f124cf123 add, web: suggest implied and declared account names also 2017-12-29 12:19:44 -08:00
Dmitry Astapov
ac80c39535 lib: command-line help for --auto/--forecast matches docs 2017-12-14 17:20:07 -08:00
Simon Michael
b425e50ad1 change paths in code, scripts, readme 2017-12-06 18:16:35 -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
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
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
5de51c9bad fix warnings/errors found by make stacktest 2017-09-30 13:00:22 -10:00
Simon Michael
3e866563d1 cli: tweak commands list 2017-09-30 06:58:25 -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
b5602fd771 bal: --sort-amount sorts tree-mode multi-column balance reports 2017-09-29 18:49:47 -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
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
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
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