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2444 Commits

Author SHA1 Message Date
Simon Michael
490ab140cd ;doc: timedot: drop FILE FORMAT heading 
[ci skip]
 2020-01-25 17:10:10 -08:00
Simon Michael
444c4342ed ;doc: manuals: hide NAME/SYNOPSIS/DESCRIPTION headings in web manuals 
[ci skip]
 2020-01-25 16:57:51 -08:00
Simon Michael
9710c86c7f ;doc: regen manuals 
[ci skip]
 2020-01-22 12:52:41 -08:00
Simon Michael
5f7ae2ced6 ;lib: Amount: export mixedAmountStripPrices 2020-01-22 11:57:42 -08:00
Simon Michael
9874d29953 ;doc: journal: 2 spaces required in same line account comments (#1182) 
[ci skip]
 2020-01-22 05:42:22 -08:00
Simon Michael
090f65ec83 ;doc: regen manuals 
[ci skip]
 2020-01-20 18:02:42 -08:00
Simon Michael
64546cd54a lib: export mapMixedAmount 2020-01-20 18:01:33 -08:00
Simon Michael
80ab45984b csv: also recognise .tsv, .ssv extensions; document thoroughly (#1179) 2020-01-20 12:58:47 -08:00
Simon Michael
42dfde141a ;doc: changelogs: update from 1.16.2, cleanups 2020-01-14 11:19:05 -08:00
Simon Michael
dba0b117f4 ;doc: draft changelogs 2020-01-14 10:08:59 -08:00
Simon Michael
445e8aa3cc add support for megaparsec 8 (#1175) 2020-01-14 09:54:06 -08:00
Brian Wignall
473b3376ab ;doc: update shell output in hledger*/*.m4.md to use ISO date formatting 2020-01-13 12:32:41 -08:00
Jakob Schöttl
c7a88b50fb Fix timeclock format parsing 
Fix presumably copy-paste errors

timeclock format has only timeclock lines or empty/comment lines

Update test format to v3, add new tests

Throw error on unexpected clock codes in timeclock format

Fix missing case in pattern matching
 2020-01-12 13:17:36 -08:00
Simon Michael
65efdea4c0 ;doc: regen some manuals 
[ci skip]
 2020-01-07 16:24:51 -08:00
Brian Wignall
ab12ff916f Update "showPeriod" to use yyyy-mm-dd formatting 2020-01-07 15:58:54 -08:00
Brian Wignall
00eb0b3c8f Make "stack test" pass again 2020-01-07 15:58:22 -08:00
Brian Wignall
35481a665b Change Date output to yyyy-mm-dd 2020-01-07 15:58:22 -08:00
Simon Michael
be72497ebb ;doc: journal: corrections for D directive's scope (#1170) 
[ci skip]
 2020-01-07 07:38:51 -08:00
Aleksandar Dimitrov
3bf6ef9a8b Update documentation on separators 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
3ead97975c Inline function, add debug statement 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
9011aaa5ba Refactor getSeparator 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
92f680875f Parse reserved words case insensitively 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
8df4e1ed83 Remove --separator command line argument 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
02d9205af7 Allow separator to be overridden from command line 
This also fixes that parsing separators on the command line and the
rules file was not handled the same way.
 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
b524a088c7 Implement getting separator from rules 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
32ccc3a2b2 Add directive 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
ec0f55d18e Add missing type signature 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
b104b3b8a3 Explictly discard result 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
42d585d20b Refactor: rename variable 2020-01-05 14:45:57 -08:00
Aleksandar Dimitrov
63cda87e86 Whitespace 2020-01-05 14:45:57 -08:00
Simon Michael
07029047f5 ;doc: regen manuals again 
[ci skip]
 2020-01-05 09:17:02 -08:00
Simon Michael
cfb2a61ae1 ;bump to dev version; bump man page dates 
[ci skip]
 2020-01-05 09:04:50 -08:00
Simon Michael
f91076cc6a ;doc: regen manuals 
I think all the non-content changes are due to newer
doc tools and harmless, including this one hopefully:

    -.B \f[C]--watch\f[R]
    +\f[B]\f[CB]--watch\f[B]\f[R]

[ci skip]
 2020-01-05 07:06:42 -08:00
Simon Michael
ce5eccfbc0 ;spelling fix 
[ci skip]
 2020-01-04 21:17:50 -08:00
Stephen Morgan
228edf6ba6 Don't store leaf name in PeriodReport. 
Calculate at the point of consumption instead.
 2020-01-04 21:15:42 -08:00
Stephen Morgan
2e20d0717f lib: Generalise PeriodicReport to be polymorphic in the account labels. 2020-01-04 17:23:17 -08:00
Stephen Morgan
88dc619257 lib: Use records instead of tuples in PeriodicReport. 2020-01-04 17:23:17 -08:00
Stephen Morgan
beb8b6d7c8 lib: Use PeriodicReport in place of MultiBalanceReport. 2020-01-04 17:23:17 -08:00
Stephen Morgan
74778efcf5 Use nubSort instead of nub . sort. 2020-01-04 08:31:10 -08:00
Simon Michael
390cea7f7c ;doc: note that -I does not disable balance assignments 
[ci skip]
 2020-01-04 08:22:45 -08:00
Stephen Morgan
38904372b2 Calculate MultiReportBalance columns more efficiently. 
Only calculate posting date once for each posting, and calculate their
columns instead of checking each DateSpan separately.
 2020-01-03 16:11:46 -08:00
Simon Michael
0b734be445 ; silence safe 0.3.18's deprecation warnings for now 
(max|min)imum(By)?Def are being replaced by (max|min)imumBound(By)?
but the old functions have the semantics I want and
I don't understand the new ones yet.
This can hide other deprecation warnings in this file,
and presumably the old functions will be removed later,
so this is temporary.
Cf https://github.com/ndmitchell/safe/issues/26
 2019-12-28 15:52:32 -08:00
Simon Michael
c5537cedb5 ;lib: drop more unnecessary toJSON calls 2019-12-27 15:49:42 -08:00
Stephen Morgan
b9b16da8ed Correct finding latest date in queryEndDate Or queries and simplify date 
comparison code.
 2019-12-24 05:04:51 -08:00
Brian Wignall
2852f9dbee Fix typos 2019-12-21 12:09:05 -08:00
Simon Michael
4266db5633 ;csv: doc: document balance-type 
[ci skip]
 2019-12-20 10:41:24 -08:00
Simon Michael
7fa7ccc033 ToJSON instances for all (?) remaining data types, up to Ledger 2019-12-16 17:17:00 -08:00
Simon Michael
46d516e7a3 move JSON instances from hledger-web to hledger-lib 2019-12-16 17:17:00 -08:00
Simon Michael
47567cd770 ;fix some warnings with GHC 8.10 alpha 
hledger is GHC 8.10 ready!
 2019-12-14 17:30:19 -08:00
Simon Michael
2a2f08bb58 ;doc: csv: mention that fields rule's separator != csv separator 
[ci skip]
 2019-12-14 14:00:59 -08:00
Simon Michael
2825a06e8e ;doc: csv: expand help on other separator characters 
[ci skip]
 2019-12-14 13:57:48 -08:00
Simon Michael
f099fb558e ;doc: csv: mention entr for rapid feedback 
[ci skip]
 2019-12-09 14:46:02 -08:00
Simon Michael
95aa2e16cc ;doc: fix some old wiki and Cookbook references (hledger_site/#10) 2019-12-09 06:08:03 -08:00
Simon Michael
c759c9b3de ;lib: fix some more warnings in Transaction 2019-12-09 06:08:03 -08:00
Simon Michael
13e6c7dfdf lib: drop "assertion" alias for nullassertion 
Perhaps we'll stick with the null* convention. Fixes a warning in Transaction.hs.
 2019-12-09 06:08:03 -08:00
Jacek Generowicz
29211868bb Fix issue 457 
Issue #457 pointed out that commands such as

    hledger ui 'amt:>200'

failed. This was becasue the process of dispatching from `hledger ui`
to `hledger-ui` (note addition of `-`) lost the quotes around
`amt:>20` and the `>` character was interpreted as a shell redirection
operator, rather than as part of the argument.

The machinery for quoting or escaping arguements which cointain
characters which require quoting or escaping (thus far whitespace and
quotes) already existed. This solution simply adds shell stdio
redirection characters to this set.

Fixes #457
 2019-12-08 18:33:43 +01:00
Simon Michael
5a2bcecf26 ;doc: finalise changelogs 2019-12-03 08:41:44 -08:00
Simon Michael
06b70194c0 ;doc: regen manuals 2019-12-03 08:41:44 -08:00
Simon Michael
093dca570d lib, cli, web: bump version to 1.16.1 2019-12-03 08:41:44 -08:00
Simon Michael
6ae837f820 ;doc: changelogs 2019-12-03 08:41:44 -08:00
Simon Michael
e032eff8eb ;doc: changelog updates 2019-12-02 08:59:58 -08:00
Simon Michael
0ce890e5ff lib, cli, web: drop unnecessary mtl-compat dependency 2019-12-02 08:23:00 -08:00
Simon Michael
62a9e1aa62 ;lib: clarify Hledger.Read imports a little 2019-12-02 08:21:06 -08:00
Simon Michael
a0b92e02b9 Revert "remove old fail compatibility imports that are obsolete ?" 
They are needed with ghc <8.4, not for fail but for <> I think.
Try cleaning up again another time.
This reverts commit 318ce7eb07.
 2019-12-01 11:32:51 -08:00
Simon Michael
d922b6e798 ;doc: regen manuals 2019-12-01 10:12:29 -08:00
Simon Michael
6daebf60ea ;regen cabal files 2019-12-01 10:05:37 -08:00
Simon Michael
87d0491103 ;bump version to 1.16 2019-12-01 10:03:58 -08:00
Simon Michael
c90c0867c4 ;doc: changelogs 
[ci skip]
 2019-12-01 09:59:01 -08:00
Simon Michael
4b66bc2ed9 lib: disable doctest suite again till we can run it with cabal (#1139) 2019-12-01 09:13:18 -08:00
Simon Michael
318ce7eb07 remove old fail compatibility imports that are obsolete ? 2019-12-01 08:31:50 -08:00
Simon Michael
279e9624ed ;lib: clarify docs for setFullPrecision, setNaturalPrecision 2019-11-30 16:56:45 -08:00
Simon Michael
a081404bd7 ;doc: journal: rewrite commodity directive doc 
[ci skip]
 2019-11-30 08:34:13 -08:00
Simon Michael
359a118900 ;doc: draft changelog updates 
[ci skip]
 2019-11-29 07:57:54 -08:00
Simon Michael
caf8cdf0ca ;test: consistent singular naming for test suites and files 2019-11-29 06:35:29 -08:00
Simon Michael
c7574b8005 ;lib, cli: test suite cleanups, don't run hledger-lib tests twice 2019-11-29 06:11:25 -08:00
Simon Michael
2b2a0b3cf8 ;tests: use "test" alias for testCase everywhere 
Easier to type and read, and a little clearer to my eyes;
"testCase" implies a single case, but it can contain many assertions.
 2019-11-28 15:33:33 -08:00
Simon Michael
030b633cd6 ;fix build issues with old GHC versions 2019-11-28 15:22:12 -08:00
Simon Michael
ebedae01cf ;cabal: remove special cases for unsupported GHC 7 2019-11-28 14:59:18 -08:00
Simon Michael
08951ac3e8 ;cabal: add ghc 8.8 to tested-with 
[ci skip]
 2019-11-28 14:59:10 -08:00
Simon Michael
ca4fade4af ;tests: re-add hledger-lib's tests to the cabal file, as unittests 2019-11-28 14:45:10 -08:00
Simon Michael
5dac8af2ef ;ui: fix build error due to tests rewrite 2019-11-27 21:54:31 -08:00
Simon Michael
4faefcfab2 ;doc: regen manuals 
[ci skip]
 2019-11-27 13:18:08 -08:00
Simon Michael
b36f6df110 tests: port all unit tests to tasty, second pass (#1090) 
Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.

Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
 2019-11-27 13:17:34 -08:00
Simon Michael
13a3542464 tests: port all unit tests to tasty, first cut (#1090) 
easytest is not actively maintained and requires an old version of
hedgehog which does not support base-compat 0.11 & ghc 8.8.

This is still using the old easytest helpers, and not displaying test
names properly.
 2019-11-27 12:43:43 -08:00
Simon Michael
3f0892556d ;lib: clarify choiceopt doc 2019-11-23 13:03:26 -08:00
Simon Michael
0beca72275 ;csv: doc: one-posting txns can now be generated (#1111/#1133) 
[ci skip]
 2019-11-23 12:28:41 -08:00
Dmitry Astapov
aa051a05cf lib: support generation of (un)balanced virtual postings in csv reader 2019-11-23 10:28:10 -08:00
Simon Michael
332624f9fa ui: B and V keys toggle display of cost, value 2019-11-21 17:33:04 -08:00
Brian Wignall
f8269e21ab Fix some simple typos 2019-11-20 13:33:33 -08:00
Mykola Orliuk
2a36ac0d62 ;lib: fix doctest for RawOptions 2019-11-19 20:43:19 +01:00
Simon Michael
f0b2eed6c2 ;lib: clarify test suites recompilation workaround (#1125) 
[ci skip]
 2019-11-19 04:10:46 -08:00
Mykola Orliuk
f82ed83153 ;lib: re-enable easytests 2019-11-19 03:58:56 -08:00
Mykola Orliuk
097486a247 ;lib: re-enable doctests 2019-11-19 03:58:56 -08:00
Mykola Orliuk
5287fe671b ;all: hide RawOpts internals 
This way we can ensure we always use only functions from RawOptions.
 2019-11-18 17:38:39 -08:00
Mykola Orliuk
31ae3d3aaf ;lib: drop SystemString left from GHC pre 7.2 
We are relying on base-4.9 or newer. Thus we don't compile anymore with
GHC version lower than 8.0.1.
 2019-11-18 17:38:39 -08:00
Simon Michael
68b1cacf0f lib: refactor, prepare to drop showTransactionUnelided functionality 
It seems we don't use it at all, and ony says it's not robust with
prices either.

Merge remote-tracking branch 'ony/chores/drop-elide-in-showTransaction'
 2019-11-18 17:27:30 -08:00
Simon Michael
4cb2a03f7f ;lib: more docs for unifyMixedAmount 
[ci skip]
 2019-11-18 17:22:42 -08:00
Michael Kainer
79ca4a767e cli: Add -% to compound balance commands 
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.

This option is especially useful for the balance and incomestatement
commands.

If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.

In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
 2019-11-18 17:10:59 -08:00
Mykola Orliuk
aca214b0ac lib: drop amount elision in showing last posting 
This behavior is highly depends on journal. If we want to re-introduce
it we'd better re-consider how transaction entry can be "simplified".
I.e. besides dropping last amount we may drop prices that can be assumed
implicitly.
Note that there is no need to knit it into showTransaction since it
easily achievable with pre-processing (similar to implicit balances
etc).
 2019-11-16 12:53:07 +01:00
Dmitry Astapov
c4d650e6ad lib: balance-style -> balance-type 2019-11-13 09:06:25 -08:00
Dmitry Astapov
39bc183340 lib: csv reader gets balance-style directive 2019-11-13 09:06:25 -08:00
Simon Michael
fb3c1a132c csv: fix parsing of whitespace on line after an if block (fix #1120) 2019-11-13 05:41:32 -08:00
Simon Michael
9b74471d02 ;doc: regen csv manuals 
[ci skip]
 2019-11-12 13:32:35 -08:00
Simon Michael
470b5aca7b ;csv: doc: fix typo 
[ci skip]
 2019-11-12 13:32:05 -08:00
Simon Michael
dbe8638ba2 ;csv: doc: remove currencyN/amount limitation (#1113) 
[ci skip]
 2019-11-12 13:24:59 -08:00
Dmitry Astapov
94f912e558 lib: better resolution of csv field aliases ("balance" vs "balance1", etc) 2019-11-12 12:20:09 -08:00
Simon Michael
205ff9d2d6 ;csv: doc: more cleanups, consistency 
[ci skip]
 2019-11-12 12:04:57 -08:00
Simon Michael
8b237cd4a0 ;csv: doc: reorder sections, greatly expand examples 
too much ?

[ci skip]
 2019-11-12 10:37:17 -08:00
Simon Michael
4eeb8f6264 ;csv: doc: more cleanups, note some limitations 
[ci skip]
 2019-11-11 18:29:36 -08:00
Simon Michael
01823d6329 ;csv: doc: testing/cleanup pass 
[ci skip]
 2019-11-11 18:10:09 -08:00
Simon Michael
d4cddc5402 ;csv: doc: another currency clarification, posting fields cleanup 
[ci skip]
 2019-11-10 18:33:50 -08:00
Simon Michael
a8f1f5da62 ;csv: doc: more notes about currency (#1095) 
[ci skip]
 2019-11-09 09:53:05 -08:00
Simon Michael
7200c2c4da ;doc: changelog update 
[ci skip]
 2019-11-07 19:28:52 -08:00
Simon Michael
c4d7cc198a csv: finalise and check journals generated from CSV (#1000) 
Invalid transactions generated from CSV will now be rejected.
I updated some csv tests to avoid this, except for 21, which
probably needs more cleanup.
 2019-11-07 18:58:12 -08:00
Simon Michael
5264a7ebc1 ;lib: refactor, split out finaliseJournal 2019-11-07 18:08:41 -08:00
Simon Michael
3f530f5b54 ;doc: update changelogs, including #1095 
[ci skip]
 2019-11-07 16:37:03 -08:00
Simon Michael
6e951962f9 ;csv: doc: cleanups 
[ci skip]
 2019-11-06 18:42:39 -08:00
Simon Michael
7ecc42f142 ;doc: regen manuals 
[ci skip]
 2019-11-06 13:15:17 -08:00
Simon Michael
d92351e21a csv: doc: clean up/expand manual after #1095 
[ci skip]
 2019-11-06 13:15:17 -08:00
Dmitry Astapov
fc001da1ef lib: expenses:unknown is a much better default account name 2019-11-05 21:16:42 +00:00
Dmitry Astapov
09f17f2b2b doc: mention the magic sauce 2019-11-05 21:16:42 +00:00
Dmitry Astapov
c66ccc5cee lib: do not try to balance transaction in csv reader 2019-11-05 21:16:42 +00:00
Dmitry Astapov
95ec5715cc lib: better compatibility code in csv reader 2019-11-05 21:16:42 +00:00
Dmitry Astapov
d62f84bec2 lib: csv reader does not generate postings if account="" 2019-11-05 21:16:42 +00:00
Dmitry Astapov
a6d91da217 doc: remove "you need to create at least 1 posting" bit 2019-11-05 21:16:42 +00:00
Dmitry Astapov
44f01cbd94 docs: revert advise on account, postpone for now 2019-11-05 21:16:42 +00:00
Dmitry Astapov
91eb899b82 doc: advise on the default account selection 2019-11-05 21:16:42 +00:00
Dmitry Astapov
4b30a70c72 doc: posting1 is not magical in csv rules 2019-11-05 21:16:42 +00:00
Dmitry Astapov
8d24a40150 lib: csv parser fills out amounts on all postings, if possible 2019-11-05 21:16:42 +00:00
Dmitry Astapov
637741a755 lib: amount1 is no longer magical 2019-11-05 21:16:42 +00:00
Dmitry Astapov
977592e49c lib: typo fix, "expense:unknown" -> "expenses:unknown" 2019-11-05 21:16:42 +00:00
Dmitry Astapov
3c7d5d466d lib, doc, test: csv parser gains "end" command for "if" block 2019-11-05 21:16:42 +00:00
Dmitry Astapov
3e5f0e8dd5 doc: clarify csv rules application order 2019-11-05 21:16:42 +00:00
Dmitry Astapov
f92590f92c lib: allow zero postings in csv reader 2019-11-05 21:16:42 +00:00
Dmitry Astapov
26a4f5e519 doc: less confusing example 2019-11-05 21:16:42 +00:00
Dmitry Astapov
cb6a5fc4a1 doc: proofreading csv parser docs 2019-11-05 21:16:42 +00:00
Dmitry Astapov
1ab8631264 lib: change default rules file text to mention "amount1" 2019-11-05 21:16:42 +00:00
Dmitry Astapov
32cbe4c7b3 lib: better inference for unknown account names in csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
b5d4918c16 lib: allow recursive interpolation of fields with underscores in names 2019-11-05 21:16:42 +00:00
Dmitry Astapov
38db7eb24d lib: implement skip end in csv reader 2019-11-05 21:16:42 +00:00
Dmitry Astapov
b2ba1086b6 lib: fixed validation rules for minimul viable csv rules to include account1 etc 2019-11-05 21:16:42 +00:00
Dmitry Astapov
f1ab107400 lib, doc: extended "skip" in "if" body to "skip N" 2019-11-05 21:16:42 +00:00
Dmitry Astapov
f877a7789f doc: further clarify posting generation 2019-11-05 21:16:42 +00:00
Dmitry Astapov
a2bd1ceb61 doc: close todos mentioned in csv parser description, more details 2019-11-05 21:16:42 +00:00
Dmitry Astapov
5d207ddd05 doc: describe changes to csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
f108b52171 lib: fix for #1001 - empty field assignment consumes next line 2019-11-05 21:16:42 +00:00
Dmitry Astapov
5dac141a7e lib: implement conditional line skips in csv (fixes #1076) 2019-11-05 21:16:42 +00:00
Dmitry Astapov
f74df08e98 lib: fix accidental switch of income:unknown and expence:unknown in csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
77fa81ea4d lib: fix error message formatting (header displayed twice) 2019-11-05 21:16:42 +00:00
Dmitry Astapov
825b9ce5b3 lib: fixed amount vs amount1 conflict detection in csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
24bba96ea2 lib: more robust multi-line joining in csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
881422cd0f lib: fix recursive interpolation in CSV parser for fields with dashes 2019-11-05 21:16:42 +00:00
Dmitry Astapov
e4476dd2f1 lib: more robust "unknown" account assignment in csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
28ca65b99a lib: more explicit conditions for using legacy csv parser 2019-11-05 21:16:42 +00:00
Dmitry Astapov
e4add6df83 lib: fix for multiline descriptions in csv (fixes #841, #416) 2019-11-05 21:16:42 +00:00
Dmitry Astapov
9aab476d53 lib: csv parser supports up to 9 postings. Fixes #570, #627 2019-11-05 21:16:42 +00:00
Simon Michael
445adbe9d1 ;doc: regen manuals 
[ci skip]
 2019-10-23 12:30:27 -07:00
Simon Michael
312e772468 prices: style price amounts; always show full precision 2019-10-20 07:09:34 -07:00
Simon Michael
b598f30a8a ;lib: styleAmountExceptPrecision 2019-10-20 07:08:45 -07:00
Simon Michael
2e3b51c03f ;lib: journalConvertAmountsToCost -> journalToCost 2019-10-19 19:58:27 -07:00
Simon Michael
54e1caebf1 ;lib: refactor journalConvertAmountsToCost 2019-10-19 19:53:05 -07:00
Simon Michael
905149df86 ;lib: transaction valuation helpers 2019-10-19 19:41:21 -07:00
Simon Michael
de0a6b1e62 ;lib: Transaction: as Map -> as M 2019-10-19 19:17:35 -07:00
Mykola Orliuk
78146978f4 ;lib: store raw opts unquoted 
It looks like we only need quote when we build query and in some
messages.

Fixes simonmichael/hledger#1079
 2019-10-19 14:44:08 -07:00
Simon Michael
96e9b1595d ;csv: doc: clarify skip's behaviour 
[ci skip]
 2019-10-18 11:14:43 -07:00
Simon Michael
eff1b31c86 csv: allow csv records with varying lengths, padding with empties 
Sometimes trailing empty fields are omitted entirely (including the
commas) in CSV records. (I see this in exported Google spreadsheets.)
Now we don't raise an error in this case, instead we automatically pad
any "short" records with empty fields. Not yet well tested.
 2019-10-07 14:54:36 -10:00
Simon Michael
6dcddadd9f ;journal: in generated-transaction:/posting: tags, add a space before the value 2019-10-07 14:54:36 -10:00
Simon Michael
40c089dcfc ;doc: regen manuals 
[ci skip]
 2019-10-07 14:54:36 -10:00
Simon Michael
f1420cc770 ;doc: journal: oh, we can declare the null commodity 
[ci skip]
 2019-09-27 17:58:46 -10:00
Simon Michael
16973ce296 ;lib: fix journalInferCommodityStyles debug message 2019-09-27 18:51:37 -07:00
Simon Michael
58a313165c ;journal: infer amount styles more carefully, fix wrong output (#1091) 
Certain journal entries could trigger a bug where we displayed amounts
with the same character for digit group mark and decimal mark. Now if
a comma or period digit group mark is detected, that forces the
decimal mark to be the other character.
 2019-09-27 15:40:36 -10:00
Simon Michael
9967ead4c5 ;lib: let commodityStylesFromAmounts & co. return an error (#793, #1091) 
And if they did, the stats command would now throw an error.

Changed:
journalApplyCommodityStyles
journalInferCommodityStyles
commodityStylesFromAmounts
 2019-09-27 15:09:39 -10:00
Simon Michael
fd8c6935e8 ;doc: regen manuals 
[ci skip]
 2019-09-27 14:32:59 -10:00
Simon Michael
64f49a8c02 ;doc: journal: rewrite Amounts; switch to "digit group mark" term (#1091) 2019-09-27 14:25:32 -10:00
Simon Michael
b754abc36b ;lib: commodityStylesFromAmounts: simplify, disable #1091 test 2019-09-26 18:06:22 -10:00
Simon Michael
4884213a3e ;lib: commodityStylesFromAmounts: a failing unit test for #1091 2019-09-25 23:08:00 -10:00
Simon Michael
7ffe38677a ;lib: parseAndFinaliseJournal: note txns order issue (#1091) 2019-09-25 23:07:22 -10:00
Simon Michael
6037d701b6 ;lib: document RawNumber, AmbiguousNumber, DigitGrp (#1091) 2019-09-25 21:26:06 -10:00
Simon Michael
24ce2686f4 drop GHC 7.10/base 4.8 support, finally, due to MonadFail hassles 
in JournalReader.hs. If you still need this, feel free to work on
those errors. But hopefully not, because dropping base 4.8 should
permit some code cleanups.
 2019-09-14 03:45:37 -07:00
Simon Michael
977d4f009e lib, cli: disable hledger-lib test suites, hledger benchmark suite 
by default. hledger-lib's doctests and easytests test suites (each ?)
require an additional slow rebuild of hledger-lib and are not worth
the time, energy and carbon. hledger's test suite runs those same
easytest tests (but not the doctests).
 2019-09-14 03:45:37 -07:00
Simon Michael
180f4baedb ;lib: csv: note cause of #1087 
[ci skip]
 2019-09-14 03:45:37 -07:00
Simon Michael
f92b2fe6ef ;lib: csv: refactor: clarify, get rid of some IO/ExceptT 
Rule parsing doesn't need IO (since we are doing expandIncludes as a
pre-parsing step).
 2019-09-14 03:45:37 -07:00
Simon Michael
3c05662ce2 ;lib: csv: clarify confusing imports 2019-09-13 18:11:40 -07:00
Simon Michael
46caa1d4ef ;lib: csv: rename error-prone default rules 2019-09-13 17:51:14 -07:00
Simon Michael
a0deb88796 ;doc: regen manuals 
[ci skip]
 2019-09-13 11:00:03 -07:00
Simon Michael
f65fc47185 ;bump version to 1.15.99 
[ci skip]
 2019-09-13 08:43:33 -07:00
Simon Michael
e851bdf834 ;doc: changelogs 
[ci skip]
 2019-09-13 08:43:33 -07:00
Simon Michael
af21ae6eb6 ;doc: regen manuals 
Wrapping and hyphenation has changed again, which I thought would
be more stable now with same tool versions on laptop and server.
Who knows.
 2019-09-13 08:43:33 -07:00
Dmitry Astapov
568cb32677 lib: more runPeriodicTransaction tests (lifted from #1085 and spanIntervalIntersect) 2019-09-11 16:09:28 -07:00
Dmitry Astapov
e9d300bef3 lib: dont raise when there is neither budget nor transactions in the report period 2019-09-11 16:09:28 -07:00
Dmitry Astapov
cf74972148 bin: improve debug output for budger report (show budget txns) 2019-09-11 16:09:28 -07:00
Dmitry Astapov
cf4029a5ed lib: fix generation of periodic transactions with days/months/... repeat 2019-09-11 16:09:28 -07:00
Simon Michael
acd7010e5a ;doc: "curses-style interface" -> "terminal interface" 
[ci skip]
 2019-09-10 18:14:16 -07:00
Simon Michael
ef04907484 ;doc: fix broken manual links in manuals source 
[ci skip]
 2019-09-10 17:02:56 -07:00
Simon Michael
85d48a6b0e ;doc: regen manuals (on server) 
Usually done on my laptop, but the toolchain on both machines should
produce the same result these days..

[ci skip]
 2019-09-09 08:04:26 -07:00
Simon Michael
fb521e248b ;doc: journal: periodic transactions: more tweaks 
[ci skip]
 2019-09-09 08:02:22 -07:00
Simon Michael
94d3eb1cfb ;doc: journal: periodic transactions: more fixes, clarifications 
[ci skip]
 2019-09-09 07:45:09 -07:00
Simon Michael
901e5174d7 ;doc: journal: highlight some gotchas with periodic transactions 
[ci skip]
 2019-09-09 07:10:26 -07:00
Simon Michael
3b35e0afca ;site: manuals: fix many links that went to a prerelease manual 
[ci skip]
 2019-09-09 06:24:08 -07:00
Simon Michael
499e20c0b2 lib, cli, ui: start using Control.Monad.Fail, allow base-compat 0.11 
fail is moving out of Monad and into it's own MonadFail class.
This will be enforced in GHC 8.8 (I think).

base-compat/base-compat-batteries 0.11.0 have adapted to this,
and are approaching stackage nightly
(https://github.com/commercialhaskell/stackage/issues/4802).

hledger is now ready to build with base-compat-batteries 0.11.0, once
all of our deps do (eg aeson). We are still compatible with the older
0.10.x and GHC 7.10.3 as well.

For now we are using both fails:

- new fail (from Control.Monad.Fail), used in our parsers, imported
  via base-compat-batteries Control.Monad.Fail.Compat to work with
  older GHC versions.

- old fail (from GHC.Base, exported by Prelude, Control.Monad,
  Control.Monad.State.Strict, Prelude.Compat, ...), used in easytest's
  Test, since I couldn't find their existing fail implementation to update.

To reduce (my) confusion, these are imported carefully, consistently,
and qualified everywhere as Fail.fail and Prelude.fail, with clashing
re-exports suppressed, like so:

import Prelude hiding (fail)
import qualified Prelude (fail)
import Control.Monad.State.Strict hiding (fail)
import "base-compat-batteries" Prelude.Compat hiding (fail)
import qualified "base-compat-batteries" Control.Monad.Fail.Compat as Fail
 2019-09-08 17:13:47 -07:00
Simon Michael
c7746131fc ;lib: clarify parser monad transformers a little 
[ci skip]
 2019-09-08 10:40:47 -07:00
Simon Michael
89c3011df4 ;doc: 1.15.2 changelogs 
[ci skip]
 2019-09-05 15:35:59 -07:00
Simon Michael
7ae75022bf ;doc: regen manuals 2019-09-05 15:35:44 -07:00
Simon Michael
cd5af48165 lib, cli: bump version to 1.15.2 2019-09-05 15:35:19 -07:00
Simon Michael
a7f172b085 valuation: -V/-X respects report end date, code/doc cleanups (#1083) 
-V (and -X) now respects a report end date set with -e/-p/date: when
choosing the valuation date, similar to hledger 1.14 and Ledger.

This means that -V/-X aren't exactly like either --value=end or
--value=now. The "Effect of --value on reports" doc has been extended
accordingly, and much of it has been reworded and made more accurate.
 2019-09-05 13:41:36 -07:00
Simon Michael
6d4d43dc62 ;lib, cli: fix 1.15.1 changelog heading 
[ci skip]
 2019-09-02 12:53:51 -07:00
Simon Michael
90e5a5f95b ;lib, cli: don't forget to commit the cabal file 2019-09-02 12:31:06 -07:00
Simon Michael
08e011af37 lib: note doctests fix (omitted from 1.15), bump to 1.15.1 2019-09-02 12:25:29 -07:00
Simon Michael
16a3c96da0 ;doc: regen manuals 
[ci skip]
 2019-09-02 11:11:56 -07:00
Simon Michael
e9c28fd9a3 ;doc: journal: drop unused file 
[ci skip]
 2019-09-02 06:10:22 -07:00
Simon Michael
b919c92892 ;doc: journal: change some comments to avoid confusing markdown-mode 
[ci skip]
 2019-09-02 06:09:35 -07:00
Simon Michael
ede6a51f08 ;doc: finalise changelogs 
[ci skip]
 2019-09-01 08:53:06 -07:00
Simon Michael
00f3ad8d3f ;doc: changelogs 
[ci skip]
 2019-09-01 08:53:06 -07:00
Simon Michael
b1859769ac ;doc: regen man pages 
[ci skip]
 2019-09-01 08:53:06 -07:00
Simon Michael
29f7654c3a bump versions to 1.15 2019-09-01 08:53:06 -07:00
Simon Michael
095badd7f9 ;fix doctests 2019-08-31 17:15:48 -07:00
Simon Michael
c2736be4aa ;doc: changelogs 
[ci skip]
 2019-08-30 21:26:23 -07:00
Simon Michael
f55985eb9b ;site: stop using pandoc's fenced_code_attributes 
[ci skip]
 2019-08-26 18:41:33 -07:00
Simon Michael
da6718806a ;doc: don't add page TOCs any more, sphinx has it covered 
[ci skip]
 2019-08-26 09:37:03 -07:00
Simon Michael
5925808108 lib, web: unhide exports, fix build 2019-08-19 12:30:54 +01:00
Simon Michael
8a7905ac73 ;doc: changelogs 
[ci skip]
 2019-08-19 12:03:54 +01:00
Simon Michael
11519744d8 ;lib: Valuation: hide some exports 2019-08-19 11:59:32 +01:00
Simon Michael
62e96b1b20 ;lib: move PriceGraph, PriceOracle, ValuationType to Valuation.hs 2019-08-19 02:21:30 +01:00
Simon Michael
1cbbe8f43d memoise market valuation, making it fast (#999) 2019-08-19 02:16:39 +01:00
Simon Michael
4beb416070 lib: currying helpers 2019-08-19 02:09:27 +01:00
Simon Michael
7177f533b2 ;lib: pricesAtDate: refactor 2019-08-01 18:31:39 +02:00
Simon Michael
c14f22b975 ;lib: depend on timeit 
Allows easy benchmarking at ghci prompt and I expect will be used for
reporting timing info later.
 2019-08-01 18:31:39 +02:00
Simon Michael
70986769ef ;lib: derive NFData for MultiBalanceReport, PriceGraph for criterion 
Allow these to be timed with criterion at ghci prompt.
 2019-08-01 18:31:39 +02:00
Simon Michael
d193d757ea ;lib: multiBalanceReport: fix error message typo 2019-08-01 18:22:14 +02:00
Simon Michael
c7f9356fd1 ;doc: edit changelogs 
[ci skip]
 2019-07-25 12:33:58 +01:00
Simon Michael
02ed4f5d04 ;lib: intervalFromRawOpts: replace undefined with an error message 2019-07-25 10:46:45 +01:00
Simon Michael
030a409dd3 ;doc: update changelogs 
[ci skip]
 2019-07-25 08:48:01 +01:00
Simon Michael
35799142dd
Merge pull request #914 from simonmichael/rule-tags 
tags for matching rule-generated txns and postings
 2019-07-17 18:38:14 +01:00
Simon Michael
6e3a264f17 lib: export aliasnamep for hledger-check (#1072) 2019-07-16 23:30:15 +01:00
Simon Michael
e560afccd2 ;lib: package.yaml comment cleanups 
[ci skip]
 2019-07-15 17:18:28 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +01:00
Caleb Maclennan
7e332fda20 docs: Explain in more detail the parsing of the payee vs. notes fields 2019-07-15 08:22:16 +01:00
Simon Michael
6b61d1e0f1 ;lib: move transactionNote/Payee to Transaction.hs 2019-07-15 08:22:16 +01:00
Simon Michael
a5372168bc ;lib: suppress doctest failures with GHC < 8.2 
[ci skip]
 2019-07-14 04:40:07 -07:00
Simon Michael
6f2f8d7638 ;deps: a better fix for nubSortBy with ghc 7.10, 8.0 
nubSortBy and nub . sortBy are not equivalent, it seems.
I didn't notice the failing valuation func tests.
 2019-07-13 00:13:33 -07:00
Simon Michael
503d21ef77 ;lib: also update fgl bounds in cabal file 2019-07-13 08:08:36 +01:00
Simon Michael
40dd5e41cb ;deps: bump fgl lower bound to fix ghc 7, 8.0 builds 2019-07-12 15:25:19 -07:00
Simon Michael
7d5f33441e ;doc: draft changelogs 
[ci skip]
 2019-07-12 23:24:10 +01:00
Simon Michael
a6e9b11a54 ;cabal: bump tested-with, regen cabal files 
[ci skip]
 2019-07-12 23:24:10 +01:00
Simon Michael
ec310aea73 ;lib: avoid nubSortBy which breaks ghc 7, 8.0 builds 2019-07-12 15:21:57 -07:00
Simon Michael
f8cc60d287 ;csv: doc: link to #1051 
[ci skip]
 2019-07-08 08:02:54 +01:00
Simon Michael
5c3e4de647 ;lib: periodFromRawOpts: clarify doc (#1011) 
[ci skip]
 2019-07-01 18:33:18 +01:00
Jakob Schöttl
e483faf7f0 Bugfix for #1011: begin/end date options 2019-06-30 10:38:06 +02:00
Simon Michael
014db152d9 add, web: disallow unsafe trailing dot paths on windows (fix #1056) 
On Windows, ensureJournalFileExists now rejects file paths
containing any problematic trailing dots, to prevent data loss.
This affects the add command and hledger-web's add form.
 2019-06-26 18:19:53 +01:00
Simon Michael
2e4f047fed ;doc: journal: clarify alias docs (#1055) 
[ci skip]
 2019-06-23 15:56:29 -07:00
Simon Michael
d15f775695 ;doc:journal: document alias application order more clearly (#1055) 
[ci skip]
 2019-06-21 12:12:35 -07:00
Simon Michael
33d03284c3 ;valuation: more tests; document default amount style issue 
[ci skip]
 2019-06-17 08:19:23 -07:00
Simon Michael
2da50875ee lib: setNaturalPrecisionUpTo 2019-06-14 19:04:09 -07:00
Simon Michael
5cb334514c ;lib: rename setMinimalPrecision -> setNaturalPrecision 2019-06-14 19:04:09 -07:00
Simon Michael
69defd497f ;lib: refactor: Data.Prices -> Data.Valuation 2019-06-14 19:04:09 -07:00
Simon Michael
83030a09de ;lib: Prices: refactor 2019-06-14 19:04:09 -07:00
Simon Michael
7dd0c5783a ;lib: multibalancereport: refactor 2019-06-14 19:04:09 -07:00
Simon Michael
0a3af8d9ee csv: strip outer whitespace when interpolating CSV values (#1051) 
This removes a potential snag in amount field assignments, and
hopefully is harmless and acceptable otherwise.
 2019-06-14 16:43:12 -07:00
Simon Michael
d2b3185062 csv: don't show invalid inter-field spaces in CSV error messages 
Errors involving a record like:

2000-01-01,a,"1"

displayed the record with extra spaces:

the CSV record is:       "2000-01-01", "a", "1"

which was not accurate or valid RFC-4180.
 2019-06-14 16:17:40 -07:00
Simon Michael
baa15d9bea ;lib: rename MultiBalanceReports.hs -> MultiBalanceReport.hs 2019-06-14 11:45:25 -07:00
Simon Michael
e664fab956 lib: try to simplify, use just one price graph (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
dd5afbb6fe ;doc, debug output tweaks (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
6a62bd6437 web, api: update for MarketPrice/PriceDirective change 2019-06-13 15:50:01 -07:00
Simon Michael
ce0354ddbe lib: -X/--exchange now supports indirect price chains (#131) 
Adds fgl as a dependency.
 2019-06-13 15:50:01 -07:00
Simon Michael
692620180e ;lib: refactor: change AmountPrice to a Maybe 
I've wanted to do this for a long time; now that prices are in flux,
seems a good time.
 2019-06-13 15:50:01 -07:00
Simon Michael
adb6ee40eb lib: clarify price types (#131) 
dropped journalPrices

renamed Price to AmountPrice,  AKA "transaction price"

renamed MarketPrice to PriceDirective.

added new MarketPrice (more pure form of PriceDirective without the amount style information)

Prices is now a more efficient data structure, but not used yet.
 2019-06-13 15:50:01 -07:00
Simon Michael
e24c6292d0 lib: support -X/--exchange (direct/reverse prices only) (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
50a52dd467 lib: --value can select commodity (via direct/reverse prices) (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
6b6c3385c9 lib: parse optional ,COMM suffix in --value (#131) 2019-06-13 15:50:01 -07:00
Caleb Maclennan
18e19b9ad2 ;tests: normalize tests, examples, and docs using 2spcs before comments 2019-06-13 12:12:21 -07:00
Caleb Maclennan
8f3e5f9d3b ;print: differentiate posting indent (4spc) and pre-comment space (2spc) 
Co-authored-by: Simon Michael <simon@joyful.com>
 2019-06-13 12:12:21 -07:00
Henning Thielemann
4962b2696a lib: accountTransactionsReportItems: rewrite using catMaybes and mapAccumL 
I find the report function less convolved without the integrated recursion.
 2019-06-09 18:45:58 -07:00
Simon Michael
88f3f6fc41 print: also canonicalise balance assertions' amount style (fix #1042) 2019-06-09 17:39:46 -07:00
Simon Michael
7ac1bdf8c1 ;csv: document spaces outside quotes issue (#1037) 
[ci skip]
 2019-06-07 06:34:52 -07:00
Simon Michael
90af360792 csv: fix parse error printing, broken since 1.11 (#1038) 2019-06-06 23:10:31 -07:00
Simon Michael
45198d3faa lib: debug helpers: add ptraceAtWith, dbgNWith 2019-06-02 08:48:41 -07:00
Simon Michael
42ce95aaef ; refactor: centralise valuation logic #131 2019-05-31 15:29:09 -07:00
Simon Michael
ad83919c6a ; lib: drop the Maybe from SummaryPosting 2019-05-31 15:29:09 -07:00
Simon Michael
69d72e8c48 ;refactor amountValue 2019-05-25 05:34:29 -07:00
Simon Michael
bba9c32607 ;doc: journal: clarify commodity directive does not affect parsing 
[ci skip]
 2019-05-25 05:29:49 -07:00
Simon Michael
34a0ad00b1 ;lib: encapsulate Prices db 2019-05-25 05:29:34 -07:00
Simon Michael
aa99743096 make -V do --value=end in multiperiod reports (#329) 2019-05-24 10:30:35 -07:00
Simon Michael
ea5050963f web: try to fix RegisterR warning 2019-05-23 22:34:31 -07:00
Simon Michael
5e54920160 ;regen embedded manuals 2019-05-23 22:26:43 -07:00
Simon Michael
20bc386b80 restore TransactionsReport 
hledger-web's register chart uses it, I didn't see it
because it's called from a hamlet template.
 2019-05-23 22:15:40 -07:00
Simon Michael
7212b92079 cleanups (#329) 2019-05-23 22:07:50 -07:00
Simon Michael
54c1529638 lib: drop TransactionsReport, BalanceHistoryReport 
They seem unused.
 2019-05-23 21:55:19 -07:00
Simon Michael
04a30fa084 lib: TransactionsReport/AccountTransactionsReport cleanup 
Split them into separate files, rename journalTransactionsReport to
transactionsReport.
 2019-05-23 21:55:19 -07:00
Simon Michael
9977739c76 bal etc.: replace --value=transaction with --value=cost (#329) 2019-05-23 21:55:18 -07:00
Simon Michael
adbce22152 bal: --budget: don't always convert to cost 
And don't show a percentage when budgeted and actual amounts are in
different commodities.
 2019-05-23 21:55:18 -07:00
Simon Michael
2355da0f93 reg: replace --value=transaction with --value=cost 2019-05-23 21:55:18 -07:00
Simon Michael
ace215f5f3 print: replace --value=transaction with --value=cost 2019-05-23 21:55:18 -07:00
Simon Michael
37c0edb1f9 lib: drop postingValueAtDate 2019-05-23 21:55:18 -07:00
Simon Michael
4a75971c6d lib: postingTransformAmount, postingToCost, postingValue 2019-05-23 21:55:17 -07:00
Simon Michael
e5cb082fb5 lib: amountToCost, mixedAmountToCost 2019-05-23 13:11:34 -07:00
Simon Michael
f999bf78e6 opts: new -B/--cost, -V/--market, --value flags (#329) 2019-05-23 13:11:20 -07:00
Simon Michael
e21afc466a bal/bs/bse: -H or --cumulative now disables -T (#329) 
To reduce confusion, multiperiod balance reports using -H/--historical
or --cumulative, which show end balances, no longer show a Totals
column since summing end balances generally doesn't make sense.
Also the underlying MultiBalanceReport now returns zero for those
totals when in cumulative or historical mode.
 2019-05-11 20:43:28 -07:00
Simon Michael
76342a3fd0 bal/bs/cf/is: mention valuation type in report title 2019-05-09 15:39:43 -07:00
Simon Michael
e5339218f7 lib: valueTypeFromOpts helper 2019-05-09 15:36:26 -07:00
Simon Michael
d15869f855 ;doc: typo 
[ci skip]
 2019-05-09 12:22:48 -07:00
Simon Michael
d77fd5743d bal/bs/cf/is: support --value-at with -H; fix row/col/grand totals 
This also includes a big cleanup of multiBalanceReport, which got
accidentally mingled.
 2019-05-09 07:58:45 -07:00
Simon Michael
2ffe7914be ;improve valuation code docs 2019-05-07 16:19:49 -07:00
Simon Michael
74e653bfbc ;lib: declare Period exports 2019-05-06 11:52:10 -07:00
Simon Michael
72214a5747 reg: fix --value-at=transaction with -M (#329) 2019-05-06 08:07:16 -07:00
Simon Michael
ad00da244b reg: support --value-at with -H (#329) 2019-05-05 17:47:38 -07:00
Simon Michael
2ba0281335 bal: fix --value-at for old-style single period balance reports (#329) 2019-05-05 10:51:07 -07:00
Simon Michael
629b590de1 ;lib: cleanup 2019-05-05 10:38:13 -07:00
Simon Michael
76542458e6 lib: mapJournalTransactions, mapJournalPostings, mapTransactionPostings 2019-05-05 10:35:49 -07:00
Simon Michael
5a13bc632d ;clarify ledgerFromJournal doc 2019-05-05 10:09:40 -07:00
Simon Michael
1ad82d5b77 ;lib: balanceReport cleanup 2019-05-05 09:57:03 -07:00
Simon Michael
f4b0381043 ;lib: more docs for balanceReport 2019-05-05 09:50:29 -07:00
Simon Michael
8d7eacd73f bal: support --value-at=p/t with multiperiod reports (#329) 2019-05-05 09:30:01 -07:00
Simon Michael
74c381cc88 ;lib: more docs for multiBalanceReport 2019-05-04 17:46:52 -07:00
Simon Michael
66b1599058 ;lib: postingsReport cleanup 2019-05-04 17:09:16 -07:00
Simon Michael
cc05f48697 ;lib: multiBalanceReport cleanup 2019-05-04 12:34:59 -07:00
Simon Michael
12c0bfb39b ;lib: brValue cleanup 2019-05-04 12:22:00 -07:00
Simon Michael
ec1b98434c reg: support --value-at=period with periodic reports (#329) 2019-05-04 12:22:00 -07:00
Simon Michael
dd8c403c81 ;cli: option help tweaks 2019-05-04 12:22:00 -07:00
Simon Michael
cca0b7aec6 ;update changelogs 2019-05-04 12:21:54 -07:00
Simon Michael
ebf5ed93f2 valuation: more thorough --value-at; document status (#329, #999) 
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.

When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
 2019-05-03 12:24:02 -07:00
Simon Michael
696e3098c8 reg: support --value-at in register reports; cleanups, tests 2019-04-26 12:08:46 -07:00
Simon Michael
7306e61646 bal: support --value-at in single column balance reports 2019-04-26 12:08:32 -07:00
Simon Michael
00975fb226 bal*: support --value-at in multicolumn balance reports 2019-04-26 12:08:31 -07:00
Simon Michael
65934958f9 rename --value-date -> --value-at; --value-at implies -V 2019-04-26 12:08:31 -07:00
Simon Michael
6626778012 lib: amountValue, commodityValue doc cleanups 2019-04-26 12:08:31 -07:00
Simon Michael
9adae02973 print: add --value-date general option; implement for print -V 2019-04-26 12:08:31 -07:00
Simon Michael
9d3eb8c069 bal, reg, print: -V prefers non-future valuation dates again (#999) 2019-04-24 08:31:21 -07:00
Simon Michael
ef9c4a29c4 lib: save the current date in ReportOpts 
We need this for choosing a valuation date, otherwise, report
functions would have to be in IO or we'd have to pass in yet another
argument.

It's optional because it's useful to be able to create report opts
purely (I think ?) This is not ideal but maybe not a problem.
 2019-04-24 08:25:55 -07:00
Simon Michael
c23fc8b671 speed up -V/--value by converting reports, not the journal (#999) 
Instead of converting all journal amounts to value early on, we now
convert just the report amounts to value, before rendering.

This was basically how it originally worked (for the balance command),
but now it's built in to the four basic reports used by print,
register, balance and their variants - Entries, Postings, Balance,
MultiBalance - each of which now has its own xxValue helper.

This should mostly fix -V's performance when there are many
transactions and prices (the price lookups could still be optimised),
and allow more flexibility for report-specific value calculations.

+------------------------------------------++-----------------+-------------------+--------------------------+
|                                          || hledger.999.pre | hledger.999.1sort | hledger.999.after-report |
+==========================================++=================+===================+==========================+
| -f examples/1000x1000x10.journal bal -V  ||            1.08 |              0.96 |                     0.76 |
| -f examples/2000x1000x10.journal bal -V  ||            1.65 |              1.05 |                     0.73 |
| -f examples/3000x1000x10.journal bal -V  ||            2.43 |              1.58 |                     0.84 |
| -f examples/4000x1000x10.journal bal -V  ||            4.39 |              1.96 |                     0.93 |
| -f examples/5000x1000x10.journal bal -V  ||            7.75 |              2.99 |                     1.07 |
| -f examples/6000x1000x10.journal bal -V  ||           11.21 |              3.72 |                     1.16 |
| -f examples/7000x1000x10.journal bal -V  ||           16.91 |              4.72 |                     1.19 |
| -f examples/8000x1000x10.journal bal -V  ||           27.10 |              9.83 |                     1.40 |
| -f examples/9000x1000x10.journal bal -V  ||           39.73 |             15.00 |                     1.51 |
| -f examples/10000x1000x10.journal bal -V ||           50.72 |             25.61 |                     2.15 |
+------------------------------------------++-----------------+-------------------+--------------------------+

There's one new limitation, not yet resolved: -V once again can pick a
valuation date in the future, if no report end date is specified and
the journal has future-dated transactions. We prefer to avoid that,
but reports currently are pure and don't have access to today's date.
 2019-04-23 17:39:01 -07:00
Simon Michael
9ac1d7869b lib: journalStartDate, journalEndDate 2019-04-23 13:58:32 -07:00
Simon Michael
168edb910e lib: try a single filter again to speed up -V; simplify a bit (#999) 
There was no speedup, in fact.
 2019-04-22 16:38:42 -07:00
Simon Michael
028303acd7 lib: speed up -V by sorting market prices just once (#999) 
-V is still quite a bit slower than no -V, but not as much as before:

+===========================================================++=======+
| hledger.999.pre -f examples/10000x10000x10.journal bal    ||  5.20 |
| hledger.999.pre -f examples/10000x10000x10.journal bal -V || 57.20 |
| hledger.999 -f examples/10000x10000x10.journal bal        ||  5.34 |
| hledger.999 -f examples/10000x10000x10.journal bal -V     || 17.50 |
+-----------------------------------------------------------++-------+
 2019-04-20 13:12:53 -07:00
Jakob Schöttl
4444b8bc8f Change unused argument to undefined to make possible bugs more obvious 2019-04-18 22:38:41 +02:00
Jakob Schöttl
593ee39284 Fix behavior of options like -Mp2019 
This fixes the issue #1008
 2019-04-18 22:38:41 +02:00
Simon Michael
13dc1096a5 reg: test and fix for --average, broken since 1.12 (#1003) 2019-04-06 11:00:38 -07:00
Simon Michael
71f9b74b0e csv: doc: more tweaks (#1000) 
[ci skip]
 2019-04-06 10:51:18 -07:00
Simon Michael
bd08dd3858 csv: doc: more tweaks (#1000) 
[ci skip]
 2019-04-03 13:25:50 -07:00
Simon Michael
9f4decb4f6 csv: doc: clarify amount, balance tips (#1000) 
[ci skip]
 2019-04-03 13:14:59 -07:00
Simon Michael
61e8ccbf88 csv: accept a balance field assignment instead of an amount (#1000) 2019-04-03 10:46:26 -07:00
Simon Michael
c9e16b83ef ; propagate dev version bump 2019-03-20 17:13:59 -07:00
Simon Michael
124aaffd34 ; merge latest changelogs 2019-03-20 16:18:04 -07:00
Simon Michael
3d206ad6bd ; changelogs from 1.14 branch 2019-03-20 16:18:04 -07:00
Simon Michael
fee0e39320 ; lib, cli, ui, web, api: bump to dev version 2019-03-20 16:18:04 -07:00
Dmitry Astapov
5067d0f984 doc: document balance1 and balance2 in csv parser 2019-03-15 16:18:43 -07:00
Dmitry Astapov
3c3200fa66 lib: csv parser support for 'balance2', 'balance' renamed to 'balance1' 2019-03-15 16:18:43 -07:00
Hans-Peter Deifel
489b7fd870 Constrain easytest dependency to fix cabal build 
This constraints the easytest dependency to <0.3, because hledger and
hledger-lib currently don't build with 0.3.

Of course the better solution would be to fix the build errors, but easytest-0.3
is not even in stackage nightly yet and I just need it to build right now :-)
 2019-03-15 12:33:16 -07:00
Simon Michael
1ae36fe02c ;doc: journal: promote "auto postings" term; clarify scope 
[ci skip]
 2019-03-08 19:59:45 -08:00
Simon Michael
c5df73910f csv: update some parse errors which weren't in human format 
cf
https://www.reddit.com/r/plaintextaccounting/comments/axekse/hledger_how_to_create_curved_brackets_with_rule/
 2019-03-05 06:23:11 -08:00
Simon Michael
172dbc7a90 doc: changelogs 
[ci skip]
 2019-03-01 17:46:37 -08:00
Simon Michael
0cd5545e26 regen cabal files/manuals 
[ci skip]
 2019-03-01 16:17:25 -08:00
Simon Michael
68e5c41d52 bump version, manual dates 
[ci skip]
 2019-03-01 16:11:15 -08:00
Simon Michael
9fab3257e8 regen cabal files 2019-03-01 15:44:40 -08:00
Simon Michael
9bb6f75bc8 update tested-with, add ghc 8.6 
[ci skip]
 2019-03-01 15:10:42 -08:00
Simon Michael
16157bc711 lib, web: tweaks to keep building with GHC 7 2019-03-01 15:07:17 -08:00
Simon Michael
420eef4a40 lib: fix some transaction balancing cases 
I needed to be more careful about ordering, as johannesgerer's original
code was, and the tests missed it. I think I have it now.
Found the PR whose code I have been reworking, it was #438.
 2019-02-21 16:50:32 -08:00
Simon Michael
ca565795ad lib: transaction, [v]post*, balassert* constructors, for tests etc. 2019-02-21 16:20:04 -08:00
Simon Michael
0bc16d4af6 lib, cli, web: rename porigin -> poriginal 2019-02-20 20:23:54 -08:00
Simon Michael
8620e5414f regen manuals 
[ci skip]
 2019-02-20 17:37:25 -08:00
Simon Michael
ba850f3871 lib: more transaction balancing/assertions/assignments cleanup 2019-02-20 09:14:30 -08:00
Simon Michael
8789a442a8 lib: inclusive balance assertions (=* and ==*) 2019-02-20 09:14:30 -08:00
Simon Michael
3b47b58aec lib: clarify transaction balancing & balance assertion checking 2019-02-20 09:14:30 -08:00
Simon Michael
b34b262c76 lib: document mapM' 
[ci skip]
 2019-02-17 08:36:59 -08:00
Simon Michael
bc7a1476ed refactor: lib: hlint cleanups 2019-02-14 05:15:49 -08:00
Simon Michael
03877057fb refactor: cli: commands: hlint clean 2019-02-14 05:15:49 -08:00
Simon Michael
226add41d3 lib: slight cleanup (spelling, hlint) 
[ci skip]
 2019-02-14 05:15:49 -08:00
Simon Michael
17c4a47a85 regen cli help, manuals 
[ci skip]
 2019-02-14 05:15:49 -08:00
Simon Michael
9e3cdef1e9 lib: balance assertion docs (#290) 
[ci skip]
 2019-02-13 15:52:07 -08:00
Simon Michael
eed4a996f8 doc: journal: link cookbook, fix typo 
[ci skip]
 2019-02-12 10:00:25 -08:00
Simon Michael
6ff5d744b7 doc: journal: move details of editor support to cookbook 
[ci skip]
 2019-02-12 09:50:56 -08:00
Simon Michael
21fac53954 doc: regen manuals 
[ci skip]
 2019-02-11 14:15:44 -08:00
Jakob Schöttl
161ca660dc Support register --invert option to negate amounts 2019-02-09 15:55:41 -08:00
Simon Michael
94753f1cea bump to dev version 2019-02-08 11:33:44 -08:00
Simon Michael
a18e4e9773 hpack: drop quotes from version: field, apparently not required 
[ci skip]
 2019-02-05 06:35:40 -08:00
Simon Michael
18ffa65168 tools: move setversion to shake, use PKG/.version, set upper bounds 
./Shake setversion will now propagate the version number in each
package's .version file, to all the places in that package where it's
needed (ie the defs.m4 file and multiple places in the package.yaml
file. Also it now updates upper bounds on other hledger packages
to the next major version. (The new lower/upper bounds may not always
be what's desired, manual review required.)

[ci skip]
 2019-02-04 18:47:27 -08:00
Simon Michael
bde46f7bd0 doc: move version, release date entirely into per-package macros 
[ci skip]
 2019-02-04 15:28:23 -08:00
Simon Michael
bf6acf52ef doc: allow per-package m4 defs, to override things like version 
[ci skip]
 2019-02-04 15:18:51 -08:00
Simon Michael
78a66594ed lib, cli: changelogs 2019-02-02 20:23:30 -08:00
Simon Michael
6553353bc5 lib, cli: bump version to 1.13.1 2019-02-02 20:21:35 -08:00
Simon Michael
86d5652e53 stop depending on here due to slow haskell-src-meta/stackage issues 
Using file-embed or ordinary literals instead, for now.
 2019-02-02 16:34:10 -08:00
Simon Michael
f9b85a1d4c update embedded docs 2019-02-01 17:23:12 -08:00
Simon Michael
40d1572359 bump version to 1.13 2019-02-01 17:19:19 -08:00
Simon Michael
ca0d0b0d81 doc: changelogs 2019-02-01 17:13:16 -08:00
Simon Michael
022dc09f11 doc: journal: mention "auto postings"; explain the #893 situation 
[ci skip]
 2019-02-01 16:06:09 -08:00
Simon Michael
d1f122f15e refactor: clarify, note issues (#893) 2019-02-01 15:35:33 -08:00
Simon Michael
d6e075dacd refactor journalModifyTransactions, modifyTransactions 
API changes:

Hledger.Data.TransactionModifier
-transactionModifierToFunction
+modifyTransactions

Hledger.Read.Common.applyTransactionModifiers -> Hledger.Data.Journal.journalModifyTransactions
 2019-02-01 11:31:04 -08:00
Simon Michael
9955f53b9b doc: changelogs cleanup 
[ci skip]
 2019-01-31 15:43:08 -08:00
Simon Michael
9fe3212940 changelogs 
[ci skip]
 2019-01-28 10:45:25 -08:00
Simon Michael
2df8a6c4de doc: regen manuals 2019-01-26 15:56:43 -08:00
Simon Michael
550aa408eb lib: refactor, add embedFileRelative 2019-01-26 15:52:58 -08:00
Simon Michael
17cd5b2254 doc: update changelogs 
[ci skip]
 2019-01-26 11:35:08 -08:00
Simon Michael
0a31ef848f doc: update changelogs 
[ci skip]
 2019-01-26 11:31:39 -08:00
Simon Michael
1e5e30ae87 regen cabal files 
[ci skip]
 2019-01-25 18:33:39 -08:00
Simon Michael
d517aef702 doc: changelogs: drop unnecessary backslashes before #*_<>$ 
sed commands:
 s/\\#/#/g;
 s/\\\*/*/g;
 s/\\_/_/g;
 s/\\</</g;
 s/\\>/>/g;
 s/\\\$/$/g;

[ci skip]
 2019-01-25 18:30:09 -08:00
Simon Michael
7b67876a80 doc: changelogs: convert to clean pandoc markdown 
pandoc options:
  -f markdown-auto_identifiers
  -t markdown-header_attributes-fenced_code_attributes --atx-headers --wrap=preserve

[ci skip]
 2019-01-25 18:23:36 -08:00
Simon Michael
01c6f3e665 doc: changelogs: rename to CHANGES.md 
These have been an adhoc mixture of plain text, markdown and org, and
used in each mode at different times. They will now have a definite
format, which for now is markdown. Org was another contender.

[ci skip]
 2019-01-25 18:12:33 -08:00
Simon Michael
49a6e5715d doc: changelogs: some fixes to markdown markup 
[ci skip]
 2019-01-25 18:08:24 -08:00
Dmitry Astapov
f2aaaf3310 lib, cli: merge --show-unbudgeted into --empty 2019-01-25 12:53:09 -08:00
Simon Michael
550e33a558 journal: fix balance assertions/assignments & prices (#824) 
Hopefully this is will do it. This restores the past behaviour:

- parsing prices in balance assertions/assignments
- ignoring them in assertions
- using them in assignments
- and printing them

and clarifies tests and docs.
 2019-01-25 12:41:10 -08:00
Simon Michael
94d5c6f111 journal: allow prices in balance assertions, but ignore (#824, #958) 2019-01-25 08:59:37 -08:00
Simon Michael
b02f81572c lib: comment 
[ci skip]
 2019-01-25 08:51:45 -08:00
Simon Michael
67dde9d4ae doc: regenerate manuals, removing some smart typography 
[ci skip]
 2019-01-24 15:37:40 -08:00
Dmitry Astapov
5711cdf9ba cli: added --transpose to "balance" command 2019-01-24 15:06:35 -08:00
Dmitry Astapov
f3366c7256 lib: fix behavior of nested budgets and --show-unbudgeted 2019-01-24 14:56:22 -08:00
Dmitry Astapov
92e7370f1f lib: fix alignment in budget report 2019-01-24 14:56:22 -08:00
Simon Michael
a29b70c93f update generated manuals 
[ci skip]
 2019-01-22 13:36:11 -08:00
Simon Michael
d4fa546d27 update generated journal, csv manuals 
[ci skip]
 2019-01-19 15:31:22 -08:00
Simon Michael
7130c75a97 doc: update account comments/tags/types 2019-01-18 16:40:35 -08:00
Simon Michael
a61216ac3c journal: allow account types to be set with a type: tag 2019-01-18 16:40:35 -08:00
Simon Michael
573a13fc27 lib: expectParseStateOn helper 2019-01-18 16:40:35 -08:00
Simon Michael
763903ebda journal: save account directives' comments, tags, declaration order 2019-01-18 16:40:35 -08:00
Simon Michael
90bf354566 lib: allow more account directive info in Account records 2019-01-18 16:40:35 -08:00
Simon Michael
899946f270 journal: account directive: stop supporting account sort codes 
Eg "account   1000". (Introduced in 1.9, deprecated in 1.11, removed in 1.13.)
 2019-01-18 16:40:35 -08:00
Dmitry Astapov
faa5b0fba7 lib: fix parsing of status/code/desc/comments in period txn 2019-01-16 17:17:18 -08:00
Simon Michael
9e4b302af7 lib: setFullPrecision, setMinimalPrecision (#941) 2019-01-16 14:45:50 -08:00
Simon Michael
c5ae8e6891 comments 2019-01-16 13:58:04 -08:00
Simon Michael
5ee79797e1 better fix for #949, don't reverse same-day assertions with --auto 2019-01-16 09:10:58 -08:00
Simon Michael
274b1c12a1 whitespace 2019-01-15 12:58:05 -08:00
Simon Michael
f1441be404 lib: basic unit test for parseAndFinaliseJournal 2019-01-15 12:57:51 -08:00
Simon Michael
944554557a tweak readJournalFiles type signature 2019-01-15 06:18:56 -08:00
Simon Michael
228fc9eb3c preserve correct file order when using --auto (fixes #949) 
And clarify parseAndFinaliseJournal a bit.
 2019-01-15 06:14:47 -08:00
Simon Michael
40dc9b1db5 doc: make periodic txn example more robust; motivate 2 space rule 2019-01-14 15:36:22 -08:00
Simon Michael
e99f80d374 lib: try to clarify periodic transaction double-space error 2019-01-14 15:33:13 -08:00
Simon Michael
70b11ed0a4 journal: make balance assertions exact again (#941) 
Going with option 1b from the issue: calculated and asserted amounts
are compared exactly, disregarding display precision.
But now balance assertion failure messages show those exact amounts at
full precision, avoiding confusion.
 2019-01-08 16:51:11 +00:00
Simon Michael
9acce249bb journal: balance assertion/precision doc tweaks (#941) 2019-01-07 08:33:01 +00:00
Simon Michael
c331be7f23 journal: clarify balance assertion/display precision more (#941) 2019-01-06 22:17:20 +00:00
Simon Michael
187fcf75ed journal: clarify balance assertion/display precision interaction 
Surprisingly, balance assertions were checking to maximum precision,
which meant it was possible, with a display-precision-limiting
commodity directive, to have a failing assertion with the error
message showing asserted and actual amounts that looked the same.

Now we round the calculated account balance (but not the asserted
balance) to display precision before comparing. This should ensure
assertions always behave as you would expect from visual inspection.
 2019-01-06 08:30:54 +00:00
Simon Michael
72eb48bb29 lib: clarify checkBalanceAssertion etc. 2019-01-06 08:24:07 +00:00
Simon Michael
73a1de8d9b doc: csv: emphasise the use of - in strptime patterns 2019-01-06 06:38:32 +00:00
Simon Michael
3cf21190c0 update embedded manuals 2019-01-05 07:35:54 +00:00
Simon Michael
0ed3ec08fa bump version to 1.12.99 2019-01-05 07:35:54 +00:00
Simon Michael
86a91c514d lib: disallow prices in balance assertions/assignments (fix #824) 
(and in Ledger-style {=FIXEDLOTPRICES} )
 2019-01-05 07:35:54 +00:00
Simon Michael
6f36702141 lib: rename, reposition tprecedingcomment field 2019-01-05 07:35:54 +00:00
Simon Michael
cd1455e9ea lib: note aquantity zero with AUTO amounts 2019-01-05 07:35:54 +00:00
Simon Michael
5908414d77 lib: amultiplier -> aismultiplier 2019-01-05 07:35:54 +00:00
Simon Michael
3b0cb701ac lib: reorder Amount fields for clearer debug output 2019-01-05 07:35:54 +00:00
Simon Michael
40713ee7aa update embedded manuals 2018-12-02 17:26:18 -08:00
Simon Michael
67d7c82e9f bump version to 1.12 2018-12-02 17:20:34 -08:00
Simon Michael
2e525f5600 lib: accountdirectivep: update unit tests 2018-12-02 16:41:16 -08:00
Simon Michael
552783a06b doc: journal: rewrite balance assertions doc a little 2018-12-02 16:22:28 -08:00
Simon Michael
2d51cef88e doc: changelogs 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
11a5809c5c journal: improve unassignable error. 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
07d0a003a3 journal: fill unassignable list from account names. 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
597b1b8ccd journal: check assignments against unassignable list 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
ff455689a3 journal: add new state field for unassignable accounts 
This should eventually include accountnames from transaction
modifiers (if `--auto` is enabled), or periodic transactions (if
`--forecast` is enabled).
 2018-12-02 13:29:00 -08:00
Simon Michael
df775326d9 lib: add disabled test for proposed #931 solution 2018-11-29 13:44:38 -08:00
Simon Michael
6d0ee6a590 lib: clarify what postingsAsLines does (#931) 2018-11-29 13:32:59 -08:00
Simon Michael
e06e300446 lib: try to pin down what isTransactionBalanced does (#931) 2018-11-29 13:14:49 -08:00
Simon Michael
b2b25d2523 doc: changelogs: tweak descriptions 2018-11-25 21:06:33 -08:00
Simon Michael
a2faa8dfbf journal: doc: move multicommodity assertions doc to right place 2018-11-25 21:05:55 -08:00
Alex Chen
e4cc6f31b9 lib: update periodic transaction entry in journal docs 
- also specify the starting date in the example periodic transaction so
  that it lies on the first day of the week (it otherwise does not
  parse)
 2018-11-22 14:09:32 -08:00