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
64e06750eb
doc: draft changelogs & release notes
2018-03-28 18:25:01 +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
Simon Michael
265bc21b24
bal: mention --budget's newness in manual
...
[ci skip]
2018-03-26 15:18:44 +01:00
Simon Michael
28a8b55f4e
move non-portable file warning to package
2018-03-26 01:04:58 +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
21db75f1a6
update cabal files
2018-03-24 16:06:20 +00:00
Simon Michael
d1a55e5f76
tighten base upper bound, avoid breakage with next major GHC
2018-03-22 16:43:40 +00:00
Simon Michael
61f7563fa2
budget: drop obsolete hledger-budget addon ( close #620 )
...
[ci skip]
2018-03-12 23:14:00 +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
3390972cab
update generated manuals
2018-02-16 11:09:37 -08:00
Simon Michael
d3fde29b36
bal: --invert flag to flip all signs
2018-01-29 14:53:23 -08:00
Simon Michael
77a3c7952b
cli: remember to include the actual hledger manuals, as well as symlinks
...
[ci skip]
2018-01-26 11:54:38 -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
7c351547ba
doc: fix links to output format section
...
[ci skip]
2018-01-23 17:14:09 -08:00
Simon Michael
18a0786691
doc: fix options subheadings
...
[ci skip]
2018-01-23 17:10:16 -08:00
Simon Michael
e657e96591
bal/etc.: document html output, move to options section
2018-01-23 17:08:19 -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
46d7893446
updated generated manuals
2018-01-18 11:01:15 -08:00
Simon Michael
889ba8caac
doc: make the bs/bse/cf/is web docs a bit more like their --help
2018-01-18 11:01:15 -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
a0d765edb5
update embedded manuals
2018-01-04 10:19:27 -08:00
Simon Michael
bc3f5c476c
bump version to 1.5.99
2018-01-04 10:15:03 -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
82283d75d7
doc: changelog updates
2017-12-31 10:30:28 -08:00
Simon Michael
956dee9682
update cabal files
2017-12-31 10:24:15 -08:00
Simon Michael
6ccabe3b48
update embedded manuals
2017-12-31 10:22:09 -08:00
Simon Michael
52c3884ab7
bump version strings & bounds to 1.5
2017-12-31 10:20:48 -08:00
Simon Michael
7921f0cf44
update embedded manuals
2017-12-31 10:08:44 -08:00
Simon Michael
0d8ac2cd6f
update cabal files
2017-12-31 10:03:50 -08:00
Simon Michael
e927e587e6
lib,cli: auto/forecast/budget option/docs cleanup, consistency
2017-12-31 10:01:18 -08:00
Simon Michael
667a1d7e59
remove upper bounds on all but hledger* and base
...
It's rare that my deps break their api or that newer versions must be avoided,
and very common that they release new versions which I must tediously
and promptly test and release hackage revisions for or risk falling out
of stackage. Trying it this way for a bit.
2017-12-31 09:13:50 -08:00
Simon Michael
26d1f10ef1
consistent spacing in bounds
2017-12-31 09:05:39 -08:00
Simon Michael
d3363d09d8
allow megaparsec 6.4.0
2017-12-31 08:47:59 -08:00
Simon Michael
79fe56f8ff
doc: fix broken link
2017-12-31 07:43:02 -08:00
Simon Michael
cbb12cbb73
doc: fix accidental heading in period expressions
2017-12-30 19:21:00 -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
99cde10e98
doc: draft changelogs
2017-12-30 18:20:41 -08:00
Simon Michael
2a0e12122c
tools: regen cabal files with latest stack's hpack to avoid warnings
2017-12-30 08:47:47 -08:00
Simon Michael
0c584759e1
doc: market value: update description
2017-12-30 07:35:23 -08:00
Simon Michael
d8195dcae9
doc: warn about combining -B and -V ( #683 )
2017-12-30 07:21:43 -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
aa06d0f9bd
lib, cli, ui: allow ansi-terminal 0.8
2017-12-29 12:41:22 -08:00
Simon Michael
3f124cf123
add, web: suggest implied and declared account names also
2017-12-29 12:19:44 -08:00
Simon Michael
07596b1c54
update embedded manuals
2017-12-22 10:13:38 -08:00
Simon Michael
0621a27833
update cabal files
2017-12-22 10:13:37 -08:00
Simon Michael
efdee17aae
bump version strings & lower bounds to 1.4.99
2017-12-22 10:13:37 -08:00
Simon Michael
761fc31eb8
lib,cli,ui,web: allow megaparsec 6.3.0
2017-12-15 12:32:11 -08:00
Simon Michael
cd5c74625e
update embedded manuals
2017-12-14 18:20:07 -08:00
Dmitry Astapov
05383277b1
doc: add --budget to balance manual
2017-12-14 17:20:07 -08:00
Dmitry Astapov
ac80c39535
lib: command-line help for --auto/--forecast matches docs
2017-12-14 17:20:07 -08:00
Simon Michael
302ee50bfe
update embedded manuals
2017-12-07 12:04:11 -08:00
Simon Michael
9013694d89
cabal: regenerate with stack 1.6/hpack 0.20
2017-12-07 11:46:33 -08:00
Simon Michael
c18a75ecfe
fix data-files paths in yaml/cabal files
2017-12-06 18:45:01 -08:00
Simon Michael
f3820e1e7a
fix hledger/.otherdocs symlinks & README
2017-12-06 18:39:37 -08:00
Simon Michael
968cff7a4a
remove numbers from all but nroff filenames
2017-12-06 18:35:18 -08:00
Simon Michael
61a2fa4d53
move package manual files out of doc/
2017-12-06 18:26:20 -08:00
Simon Michael
df7f5e1659
rename hledger manual subfiles
2017-12-06 18:23:20 -08:00
Simon Michael
1d26845525
remove */doc/README
2017-12-06 18:18:03 -08:00
Simon Michael
b425e50ad1
change paths in code, scripts, readme
2017-12-06 18:16:35 -08:00
Simon Michael
d637e2fbcd
doc: expand doc/README, describe doc files and workflows
2017-12-06 13:28:52 -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
Simon Michael
4228203740
doc: regenerate embedded manuals
...
[ci skip]
2017-11-28 17:37:27 -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
Dmitry Astapov
0dfffed52c
doc: expand documentation for period expressions
...
Document "first day of period" behavior. Document new period
expressions DayOfYear and WeekdayOfMonth.
2017-11-26 14:57:41 +00:00
Simon Michael
419395e3d5
doc: argument files: fix cookbook link
...
[ci skip]
2017-10-31 12:41:05 -07:00
Simon Michael
676eb6e1a2
update embedded manuals
2017-10-31 12:38:37 -07:00
