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2657 Commits

Author SHA1 Message Date
Simon Michael
d865ec5d65 lib: refactor: more consistent amount precision helpers 
Hledger.Data.Amount:
renamed:
setAmountPrecision -> amountSetPrecision
setFullPrecision -> amountSetFullPrecision
setMixedAmountPrecision -> mixedAmountSetPrecision
added:
mixedAmountSetFullPrecision
 2021-02-05 16:09:49 -08:00
Simon Michael
d5ed8090fa ;lib: document AmountPrecision 2021-02-05 16:09:49 -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
Simon Michael
2a4170dd3b ui: transaction: show all decimal places (like print, cf #931) 
On the accounts screen and register screen we round amounts according
to commodity styles, but when you drill down to a transaction you
probably want to see the unrounded amounts.
 2021-02-04 08:13:55 -08:00
Simon Michael
f52117120b lib: refactor: rename journal/transaction mapping helpers 
Hledger.Data.Journal:
changed:
mapJournalTransactions -> journalMapTransactions
mapJournalPostings -> journalMapPostings
removed:
mapTransactionPostings

Hledger.Data.Transaction:
added:
transactionMapPostings
 2021-02-04 08:13:55 -08:00
Simon Michael
6101368954 print: always show all decimal places (#931) 
Ensures parseable and more sensible-looking output in more cases, and behaves more like Ledger's print.

There is still an issue with adding trailing zeroes, which would be nice to prevent.
 2021-02-04 08:13:55 -08:00
Simon Michael
0274b30742 print: don't add decimal places in assertion/assignment amounts either (#1465) 2021-02-04 06:46:09 -08:00
Simon Michael
201f967411 print: show all decimal places in assertion/assignment amounts (#1465) 
Overriding the commodity style, per https://hledger.org/hledger.html#commodity-display-style.
 2021-02-03 18:11:44 -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
130739e3ef lib,cli,ui: Introduce *ApplyCostValuation functions, which perform both 
costing and valuation.

This currently is given a dummy NoCost argument and is equivalent to
"maybe id (*ApplyValuation ...)", but provides a constant interface so
that internal behaviour can be changed freely.
 2021-01-28 13:57:48 -08:00
Stephen Morgan
9881ec9652 lib: Use mapMixedAmount more, decreasing reliance on internal representation of Mixed. 2021-01-28 13:57:48 -08:00
Stephen Morgan
9cf5015958 lib: bal --value=end without --historical should not report on fluctuation in value of historical postings. 2021-01-28 13:57:48 -08:00
Simon Michael
bf328e4e3c lib: matchesDescription, matchesPayeeWIP 2021-01-17 16:37:38 -08:00
Simon Michael
422329fbfa lib: journalPayeesUsed, journalPayeesDeclaredOrUsed 2021-01-17 16:37:38 -08:00
Simon Michael
db9b034037 lib: Journal: avoid a build failure if monad-extras is installed 2021-01-17 16:37:38 -08:00
Stephen Morgan
5d664fc528 lib: Expose textConcatBottomPadded. 2021-01-15 12:56:48 -08:00
Stephen Morgan
217bfc5e74 lib: Rename alignCell to textCell, minor cleanups. 2021-01-15 12:56:48 -08:00
Stephen Morgan
9ad0eef69b lib: Update textConcatTopPadded to use Tabular.AsciiWide, same as concatTopPadded. 2021-01-15 12:56:48 -08:00
Stephen Morgan
2c2bd8b27e lib: Refactor unlinesB to be cleaner and more efficient. 2021-01-15 12:56:48 -08:00
Simon Michael
e1e97f977e ;journal: hints for possible future work related to #1461 2021-01-13 18:15:10 -08:00
Simon Michael
034c317496 journal: allow commodity directive to set style of no-symbol commodity (#1461) 
(cherry picked from commit c5571f6468ab11ffe3cd3f86a86f0b3253be10d1)
 2021-01-13 17:57:18 -08:00
Simon Michael
70bcd0a249 ;update cabal files (#1457, #1458) 2021-01-13 10:01:55 -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
b203822cd1 lib: Make sure to add a newline to the end of aregister report. 2021-01-10 20:50:46 -08:00
Simon Michael
c21b666130 csv: handle more sign variations, eg a sign by itself 
simplifySign now covers a few more sign combinations that might arise.
And in particular, it strips a standalone sign with no number,
which simplifies sign flipping with amount-in/amount-out.
 2021-01-07 10:06:38 -08:00
Simon Michael
4952ac22a1 ;lib: valuation: improve --debug=2 output 2021-01-07 08:59:04 -08:00
Simon Michael
1ad919bc6d lib: add level argument to fix traceAtWith 2021-01-07 08:57:25 -08:00
Stephen Morgan
c40db2b1eb lib: Make sure AtEnd valuation behaviour is consistent between single- and multi-period reports (#1424). 2021-01-05 14:42:09 -08:00
Stephen Morgan
83110e8820 lib,cli: Extend AtThen valuation to all report types. 
Also adds a postingDate argument to amountApplyValuation, and re-orders
the ValuationType and (Transaction/Posting) arguments to
(transaction/posting)ApplyValuation, to be consistent with
amountApplyValuation.
 2021-01-05 14:42:09 -08:00
Simon Michael
3d7d5c0db7 new price search that really finds the shortest path (#1443) 
This one should also reliably prevent runaway searches in the event of more bugs, giving up after 1000 iterations.
 2021-01-04 18:42:51 -08:00
Simon Michael
7c9303a15c lib: valuation: simplify price search code 
This version tries counting recursions instead of path length, but I
think they are the same.
 2021-01-03 09:49:00 -08:00
Simon Michael
73678393b1 lib: valuation: don't hang when finding prices (fixes #1439) 
Searching for prices during valuation no longer now properly excludes
price loops, avoiding near infinite looping with certain
configurations of market prices. Also we now always use a direct price
when available, rather than searching unnecessarily.

Price searching progress info, useful for troubleshooting, is now
displayed with --debug=2.

There could still be some corner cases we don't handle correctly. We
now give up with an error message if the searched price chains get too
long (> 1000). More importantly, we should also give up if the search
iterates too many times, but this is not done yet.
 2021-01-02 07:13:07 -08:00
Stephen Morgan
7d3cf1747a lib: Make consistent naming scheme for showMixedAmount* functions, 
add conversion between old API and new API in the documentation.
 2021-01-02 15:08:09 +11:00
Stephen Morgan
1f891a4145 doc: Fix some outdated documentation. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e63138ef7d lib,cli: Assorted fixes for older GHC. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e4e533eb9f lib,cli,ui: Replace some uses of String with Text, get rid of some unpacks, clean up showMixed options. 2021-01-02 15:08:09 +11:00
Stephen Morgan
07a7c3d3a8 lib: Use Text and Text builder only in postingAsLines. 2021-01-02 15:08:09 +11:00
Stephen Morgan
13c111da73 lib,cli,ui: Use WideBuilder for Tabular.AsciiWide. 
Move WideBuilder to Text.WideString.
 2021-01-02 15:08:09 +11:00
Stephen Morgan
b9c00dce61 lib,cli,ui: Implement all showMixed* functions in terms of DisplayAmountOpts and WideBuilder. 2021-01-02 15:08:09 +11:00
Stephen Morgan
0a686e220e lib: Use AmountDisplayOpts for showAmount*, reducing need for many different named functions. 2021-01-02 15:08:09 +11:00
Stephen Morgan
c86e8a9794 lib: Implement showAmountHelper using AmountBuilder. 2021-01-02 15:08:09 +11:00
Stephen Morgan
5dedec83da lib: showamountquantity shows directly, rather than parsing string output of show instance for Quantity. 2021-01-02 15:08:09 +11:00
Stephen Morgan
f998a791cf lib: Remove unused optional width argument for StringFormat. 2021-01-02 15:08:09 +11:00
Stephen Morgan
462a13cad7 lib,cli: Use Text Builder for Balance commands. 2021-01-02 15:08:09 +11:00
Stephen Morgan
089564b04b lib,cli: Use Text for CompoundPeriodicReport titles. 2021-01-02 15:08:09 +11:00
Stephen Morgan
541c4fc18c lib,cli: Use Text for CSV values. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e3ec01c3c6 lib,cli,ui: Use Text for showDate and related. 2021-01-02 15:08:09 +11:00
Stephen Morgan
74b296f865 lib,cli: Make showTransaction return Text rather than String. 2021-01-02 15:08:09 +11:00
Stephen Morgan
7e44b89bb4 lib: Remove unused label on TranspactionReport and AccountTransactionsReport. 2021-01-02 15:08:09 +11:00
Stephen Morgan
5752f1c5cb lib,cli: Use Text Builder for Account Transaction Reports. 2021-01-02 15:08:09 +11:00
Stephen Morgan
12a6435c51 lib: Add wrap convenience function. 2021-01-02 15:08:09 +11:00
Stephen Morgan
646ee0bce5 cli: Using Text Builder for posting reports. 2021-01-02 15:08:09 +11:00
aragaer
2084b845e0 journal: Ignore AUTO commodity when strict checking 
AUTO commodity is a placeholder for postings with missing amounts. It
should be ignored when doing a strict commodity check.

Fixes #1419
 2020-12-31 09:54:23 -08:00
Simon Michael
8306420b61 check: also check "accounts"/"commodities" on demand 
(cherry picked from commit 0c2bf54f2955e3a25fd0282acc42608f957abaea)
 2020-12-31 08:33:36 -08:00
Simon Michael
31ea37a785 ;check: accounts, commodities, payees, ordereddates: improve errors 
Error messages for these four are now a bit fancier and more
consistent. But not yet optimised for machine readability.
Cf #1436.

Added to hledger-lib: chomp1, linesPrepend[2].
 2020-12-30 18:13:34 -08:00
Simon Michael
e59603a04a ;check errors: drop unwanted newline & "strict mode" prefix 2020-12-30 18:08:31 -08:00
Damien Cassou
b47d582583 ;check: fixes 2020-12-30 18:08:31 -08:00
Simon Michael
3c232fbd7d check: add "payees" check requiring payee declarations 2020-12-30 18:08:30 -08:00
Damien Cassou
e092b38631 ;lib: add 'payee' directive 2020-12-30 18:08:30 -08:00
Stephen Morgan
a64d1aa6d0 bin: Update bin scripts for current hledger-lib. 
(cherry picked from commit bc4aef17b7fa13ec0754b93325e1c5e5ee04f1e7)
 2020-12-30 08:59:03 -08:00
Simon Michael
6f08631be3 ;doc: changelog updates 2020-12-29 10:21:27 -08:00
Simon Michael
4a48e5f8aa ;doc: changelogs 
(cherry picked from commit 3031c0e7b9bd9384ac390d3f3705455f057dd8c8)
 2020-12-29 09:39:35 -08:00
Simon Michael
4ce681348d ;update changelogs 
(cherry picked from commit 1b389961587720be10f7cced91d3b6cb9fc47415)
 2020-12-29 09:38:58 -08:00
Simon Michael
f2d2272737 ;update changelogs 
(cherry picked from commit 15e290955f8ae2ed636b4e144e84fc4c73f4228b)
 2020-12-29 09:37:54 -08:00
Simon Michael
12447ffab7 ;lib: restore list of hledger debug levels 2020-12-26 17:27:28 -08:00
Simon Michael
62660577c3 ;update cabal files 2020-12-24 10:22:16 -08:00
Simon Michael
a7e9e9ac0e doc: merge file format manuals into the hledger manual 
Also flatten the journal manual topics a bit.

There are pros and cons to this, but I believe the pros outweigh the
cons.
 2020-12-24 10:22:05 -08:00
Simon Michael
0a36823094 ;update manuals 2020-12-23 10:29:57 -08:00
Simon Michael
2d6ccd616e ;journal: doc: commodity display style examples 2020-12-22 15:38:13 -08:00
Simon Michael
324dfaee49 ;update manuals 2020-12-20 20:11:35 -08:00
Simon Michael
3d6dab7683 journal: doc: raise all headings, improving info structure 2020-12-20 20:08:35 -08:00
Simon Michael
0ff65456fa ;doc: info: tweak first/top heading again to improve structure 2020-12-20 20:08:35 -08:00
Simon Michael
9daaabeda2 ;doc: simplify manuals' title metadata to fit man/info better 2020-12-20 20:08:35 -08:00
Simon Michael
c92c27d565 doc: tweak manuals' top heading to improve info structure 2020-12-20 20:08:35 -08:00
Stephen Morgan
e406cebcce lib: Remove unused AtDefault constructor for ValuationType. 2020-12-19 11:59:44 -08:00
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
cdec0f9382 lib: Remove special handling of now-inaccessible AtDefault valuation constructor. 
This simplifies all the *ApplyValuation functions, as they no longer
need mreportdate or multiperiod arguments.
 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
Stephen Morgan
8981b3e196 lib: Include empty columns in MultiBalanceReports. 
This was previously done for CompoundBalanceReport and when --empty was
called; this makes the behaviour consistent.
 2020-12-18 20:54:08 -08:00
Stephen Morgan
439eddc8b9 lib: Include price directives when calculating journal end date. 2020-12-16 19:04:33 -08:00
Simon Michael
4d3a9b0a21 ;changelogs: whitespace 
(cherry picked from commit 679e90eb6028e8be35168057fe0040880aaab03a)
 2020-12-15 20:57:18 -08:00
Simon Michael
47ab7a50a3 ;update changelogs 
(cherry picked from commit 452149dfc87f2044ba6d16c2e55cab5957289b65)
 2020-12-15 20:57:09 -08:00
Simon Michael
8db8992cb5 ;update changelogs 
(cherry picked from commit 03f9b756b35661dc8dac6f10de04e9795d72c4d6)
 2020-12-15 20:56:44 -08:00
Simon Michael
105f7d2944 ;tools: split defs.m4 to minimise manual rebuilding 2020-12-15 09:39:29 -08:00
Simon Michael
e5a12683d7 ;update manuals 2020-12-15 09:03:38 -08:00
Simon Michael
df5c755d96 ;lib, cli: remove old unused parsec dependency 2020-12-15 08:33:05 -08:00
Simon Michael
9afccde16f ;update cabal files 2020-12-14 12:31:01 -08:00
Simon Michael
9087532b62 ;bump version to 1.20.99 2020-12-14 11:28:07 -08:00
Simon Michael
9617d0dd81 ;lib: multibalancereport sorting implementation notes (#1414, #1415) 2020-12-14 09:36:34 -08:00
Stephen Morgan
92645cca14 lib: Sorting accounts by amount should also consider account name after amounts. 2020-12-14 06:48:47 -08:00
Simon Michael
349ffd7c0b updateReportSpecFromOpts -> updateReportSpec[With] 2020-12-12 12:05:44 -08:00
Simon Michael
a10f9f4ea9 ;lib: comment 2020-12-11 11:11:15 -08:00
Simon Michael
44d59eab23 ;lib: Hledger.Utils.Debug: haddock 2020-12-09 13:55:55 -08:00
Simon Michael
51e3e9cbfa ;lib: Hledger.Utils.Debug: improve module haddock 2020-12-09 13:23:30 -08:00
Simon Michael
e9b84ca17c ;doc: journal: separate periodic rules' two meanings 2020-12-09 10:53:10 -08:00
Simon Michael
6723025607 ;update manuals 2020-12-08 20:11:32 -08:00
Simon Michael
116945e907 ;shake: man page date is now updated by manuals, not setversion 2020-12-07 12:26:48 -08:00
Simon Michael
2f91b1de6e ;update manuals 2020-12-07 06:15:59 -08:00
Simon Michael
1856ca5312 web: bump to 1.20.1; update manuals' dates 2020-12-06 18:20:56 -08:00