Commit Graph

333 Commits

Author SHA1 Message Date
Simon Michael
50349f81f7 imp: timeclock: support comments and tags (fix #1220)
Breaking change: previously timeclock descriptions could contain
semicolons. Now a semicolon in the description will end it and
start a comment (which may contain tags).
2023-05-03 00:05:11 -10:00
Simon Michael
f7f86a709b imp: timedot: fix day description/comment parsing; parse posting comments/tags 2023-05-02 17:03:03 -10:00
Simon Michael
a771c8fc19 imp: revert 2b5194238 imp: generate auto postings on forecast transactions by default (#2027)
I found at least one user for whom this would be a breaking change
(they generate forecast txns, and have auto posting rules, but don't
want the latter applied to the former). I guess it's better to keep
things as they were for now: if you need auto postings on your
forecast txns you must use two flags, --forecast --auto.
2023-04-30 08:08:26 -10:00
Simon Michael
7f713f6a44 imp: Generated/modified txns/postings are now tagged only with --verbose-tags 2023-04-29 18:25:11 -10:00
Simon Michael
2b5194238b imp: generate auto postings on forecast transactions by default 2023-04-29 16:00:14 -10:00
Simon Michael
9ebcd9ec28 fix: process postings in date order when inferring balance assignments (fix #2025) 2023-04-27 17:15:21 -10:00
Simon Michael
1be06c87c4 feat: bal: A new --count report type counts postings instead of amounts. 2023-04-20 14:36:41 -10:00
Simon Michael
1d83e14392 imp: close: more cleanup; add --close; always default to ALE (#2020) 2023-04-06 11:12:35 -10:00
Simon Michael
53aeabebbc dev: print: fix a date-sensitive JSON test 2023-04-06 11:12:35 -10:00
Chris Lemaire
891853d2f2 queries: Update boolean queries to be case-insensitive
That is, the query operators AND, OR, and NOT are now case-insensitive.
Queries are otherwise left the same as they were.
2023-03-27 10:29:26 -10:00
Chris Lemaire
cddbae6467 queries: Prefix boolean queries with expr:
Boolean queries are now prefixed with an 'expr:' prefix, making them
completely separable from old queries and making the addition of them a
little more migration proof.

The tests are updated accordingly, changes made to the tests previously
are removed and extra cautious documentation is also removed.
2023-03-27 10:29:26 -10:00
Chris Lemaire
35db1cae4f queries: Add generalised boolean queries
This commit changes some of the functions in the Query module and
changes the overall way to parse queries. Instead of using the words''
split function, this commit starts to fully parse the query, as it's
seen as a type of expression.

AND, OR, NOT, and space operators can be used. The space operator
simulates the behaviour from before, leaving a minimal amount of tests
that need to be adjusted to comply to the new behaviour.
2023-03-27 10:29:26 -10:00
Simon Michael
56c38b1b29 fix: areg: handle an extra account query correctly (fix #2007) 2023-02-21 10:04:07 -10:00
Simon Michael
af38121442 imp: areg: when restricted by extra query args, show a hint in title
I was confused when using 'areg ACCT QUERY'. Now, the title will show
" (matching query)" as a hint when a QUERY is specified,
except when it is a date restriction (which is common and not confusing)
or a depth restriction (which is ignored).
2023-02-21 08:29:59 -10:00
Simon Michael
25b8d51ff2 activity: fix output after #1982; add tests 2023-02-21 07:17:21 -10:00
Simon Michael
2eaab54426 imp: close: more useful defaults, retain/migrate/open modes 2023-02-20 16:24:54 -10:00
Simon Michael
032ffd112b imp: cli: report intervals can now start on arbitrary dates
Eg, where previously -p 'monthly from 1/15' or -M -b 1/15 would always
adjust the report start date to 1/1,
unless you used the special -p 'every 15th day of month from 1/15' form,
now the start date will not be adjusted. (It is still adjusted if
the report date is not specified explicitly, eg inferred from the journal).

This keeps behaviour consistent between report periods and periodic transactions.

'in' period expressions, like 'in 2023-01', are a grey area; they
do specify a start date (2023-01-01), although they look a bit implicit.
So previously, -p 'weekly in 2023-01' would adjust the start date to
the preceding monday (2022-12-26), but now it will start exactly on
2023-01-01 (a sunday, which also causes ugly verbose column headings).

To ensure monday based weeks and simple report headings here,
you would have to explicitly specific a start date that is a monday,
eg -p 'weekly from 2022-12-26 to 2023-02'.
2023-02-17 07:24:19 -10:00
Simon Michael
7a9b0fd94c feat: check: the tags check checks tag names 2023-02-16 11:56:22 -10:00
Simon Michael
e9cd1df048 dev: tests: convert remaining format 1 tests to format 3 (or 2)
Mostly done with an unreleased version of shelltestrunner, plus a few manual fixups.
2023-02-16 11:55:15 -10:00
Simon Michael
b6d36e9c0b ;dev: number pivot tests 2023-02-16 06:42:11 -10:00
Simon Michael
02307c5369 ;doc: journal: cheatsheet: clarify date tag 2023-02-04 11:30:26 -10:00
Simon Michael
c51ebe7b8c imp: journal: remove the "adjacent conversion postings" check again
I find that single conversion postings are sometimes needed, eg with
paypal.
2023-02-01 13:30:21 -10:00
Simon Michael
de330bdfce imp: journal: check for adjacent conversion postings only in strict mode
This avoids breaking existing journals if, say, they happen to have
a single "equity:trading" posting somewhere.
2023-01-25 19:00:29 -10:00
Simon Michael
76f8eaf91a imp: journal: ignore redundant costs; --infer-costs more robustly
You can now write both @/@@ costs and corresponding equity conversion postings
in a transaction at any time, not just when using --infer-costs or --infer-equity.
hledger will recognise the redundancy and ignore it.

One thing has become more strict: hledger now requires conversion postings
to occur in adjacent pairs; an odd number of them is not allowed.
(Conversion postings are postings to accounts of type `V`/`Conversion`,
or named `equity:conversion`, `equity:trade`, `equity:trading`,
or subaccounts of these.)

And, --infer-costs now works in transactions with an implicit amount
(inferring costs from equity now happens after transaction balancing,
not before).
2023-01-25 19:00:29 -10:00
Chris Lemaire
43c9f018dc journal: Account directives reject account names with brackets
Previously, the accounts passed to account directives would be stripped
of their surrounding brackets, but the required behaviour is to have
account directives plain reject bracketed accounts. This change ensures
that accounts in account directives may not start with a bracket
character.
2023-01-24 13:40:01 -10:00
Simon Michael
9497472e64
Merge branch 'master' into 1984-source-name-and-position-for-forecast 2023-01-23 16:04:00 -10:00
Chris Lemaire
4ada2a3fbc journal: Fully unbracket AccountNames in account directives
Currently an account name like "a:(aa)" will not have (aa) unbracketed.
However, this seems reasonable since the full name is unbracketed and
thus will not be confused with virtual or virtual-balanced posting.
2023-01-23 12:43:13 -10:00
Chris Lemaire
b987c42e63 Add test checking forecast source links to periodic transaction 2023-01-22 09:18:32 +01:00
Simon Michael
2687b7d7b6 dev: transaction-prices.test -> costs.test, cleanup 2023-01-19 20:56:41 -10:00
Simon Michael
dfebf3174c imp: csv: check assigned account names are valid (parseable) (#1978) 2023-01-11 21:42:47 -10:00
Simon Michael
c95c4ca8d6 ;dev: csvtest.sh: note need for 1+ lines above RULES 2023-01-11 21:38:04 -10:00
Simon Michael
8c496b7f06 ;dev: test: number report-interval tests 2023-01-11 20:51:50 -10:00
Simon Michael
e6a96dba59 dev: fix broken yearless tests 2023-01-04 19:55:58 -10:00
Simon Michael
177b6057ba ;dev: ledger compat test tweaks 2022-12-27 13:15:46 -10:00
Simon Michael
a9b63bb694 fix: csv: skip header lines before attempting to parse records (#1967) 2022-12-27 12:21:20 -10:00
Simon Michael
71bd102b4b fix: journal: don't generate bad assertion when assigning with cost (fix #1965) 2022-12-26 10:21:44 -10:00
Simon Michael
4b36d852b4 imp: journal: ignore ((valuation expressions)) after amounts (ledger compat) 2022-12-22 20:06:28 -10:00
Simon Michael
1ea2bcc83f imp: journal: also parse (lot notes) in amounts (ledger compat)
and rename lotpricep -> lotcostp
and instrument some amount parsers for debugging with megaparsec's dbg
2022-12-22 19:07:40 -10:00
Simon Michael
b1e08ffe46 imp: journal: python directive also consumes empty lines (ledger compat) 2022-12-22 02:30:29 -10:00
Simon Michael
23d25c8403 dev: ledger-compat tests: cleanups 2022-12-22 02:13:08 -10:00
Simon Michael
85e9fbcf7d imp: journal: allow an empty double-quoted commodity symbol
"" is equivalent to writing no symbol.
But it's now possible to declare market prices for the no-symbol
commodity, which occurs eg with timedot data.

P 2022-01-01 "" $100
2022-12-22 01:53:06 -10:00
Simon Michael
a070875fe6 imp: journal: ignore end apply year, end apply tag, drop "pop" (ledger compat) 2022-12-22 01:50:27 -10:00
Simon Michael
a5d6b42322 imp: journal: ignore end apply fixed, end apply tag directives (ledger compat) 2022-12-22 01:12:56 -10:00
Simon Michael
af5645ebb7 imp: journal: ignore python, eval directives (ledger compat) 2022-12-22 00:50:43 -10:00
Simon Michael
2e77586d1b imp: journal: ignore value directives (ledger compat) 2022-12-22 00:38:51 -10:00
Simon Michael
fb7134c9a0 imp: journal: ignore tag subdirectives (ledger compat) 2022-12-22 00:34:33 -10:00
Simon Michael
c58b9e6ac9 imp: journal: accept apply year as another synonym for Y (ledger compat) 2022-12-22 00:27:35 -10:00
Simon Michael
2357a7a750 dev: journal: ignore CLI flags in journal 2022-12-21 23:40:43 -10:00
Simon Michael
aa5323e6ed dev: journal: update ledger-unsupported, directives tests 2022-12-21 23:20:02 -10:00
Simon Michael
abd104ccee imp: journal: ignore more ledger directives (ledger compat)
apply fixed, apply tag, assert, bucket, A, capture, check, define, expr

And reorder the directivep parsers.
2022-12-21 23:04:58 -10:00