Commit Graph

1739 Commits

Author SHA1 Message Date
Simon Michael
0a9b05f3fd ;refactor balance report column headings 2020-07-09 11:49:16 -07:00
Simon Michael
09b1736d5a bal, bs, cf, is: update flat/tree help; order options a bit better 2020-07-07 19:00:10 -07:00
Stephen Morgan
5ffe1d7656 cli: Allow --drop in account command in tree mode. 2020-07-07 16:05:05 -07:00
Stephen Morgan
1425301a8c lib, cli: Use --flat as the default mode for all reports. 2020-07-07 15:49:08 -07:00
Stephen Morgan
df84a417d7 doc: Remove references to old limitations of boring parent ellision. 2020-07-07 15:49:08 -07:00
Simon Michael
644be1e1cf codes: add missing files to stack/cabal config 2020-07-07 13:56:45 -07:00
Simon Michael
ae4fce8077 ;regen manuals 2020-07-07 13:42:11 -07:00
Simon Michael
3ad313d8fa codes: new command for listing transaction codes 2020-07-07 13:38:49 -07:00
Simon Michael
a7a01c0f9f descriptions, notes, payees: fix/improve help and comments 2020-07-07 13:38:49 -07:00
Simon Michael
95ee601548 ;regen manuals 2020-07-07 10:19:56 -07:00
Simon Michael
eee9402ba8 add: fix help - arguments are inputs, not a query 2020-07-07 10:10:13 -07:00
Simon Michael
0bbd88fe7f ;doc: changelogs 2020-07-05 09:24:16 -07:00
Simon Michael
44c3eb1904 add a color argument to most amount show helpers, drop cshow variants
This is an API change, but it seems better than having additional
colour-supporting variants and trying to avoid duplicated code.
I stopped short of changing showAmount, so cshowAmount still exists.
2020-07-05 06:59:16 -07:00
Simon Michael
2739a70a38 balcmds: elide amounts with 3 or more commodities, unless --no-elide
Multicolumn balance reports showing many commodities tend to become
unreadably wide, especially in tree mode. Now by default we show at
most two commodities, and a count of the rest if there are more than
two. This should help keep reports somewhat readable by default.
2020-07-05 06:59:16 -07:00
Simon Michael
3d57d4793d ;doc: regen manuals 2020-07-04 16:17:13 -07:00
Simon Michael
aea0dac235 bal: warn about #1279 in manual 2020-07-04 16:13:35 -07:00
Stephen Morgan
c811ea4c7b lib, cli, ui, web: intopt and friends now make sure their arguments fit
inside bounds.
2020-07-03 12:35:51 -07:00
Simon Michael
765fb732c9 debug: move command parsing debug output down to level 8 2020-07-03 11:37:01 -07:00
Stephen Morgan
4fc72328d2 lib, cli: Introduce convienience function compoundBalanceReport. 2020-06-28 07:29:49 -07:00
Stephen Morgan
604868cea5 lib, cli: Move CompoundBalanceReport into ReportTypes, compoundReportWith into MultiBalanceReport, share postings amongst subreports. 2020-06-28 07:29:49 -07:00
Simon Michael
e090e0f949 add lower bound needed for aeson, to help cabal (#1268) 2020-06-23 14:55:42 -07:00
Stephen Morgan
b3cd865786 lib: Add fortnightly as a synonym for biweekly. 2020-06-23 06:48:20 -07:00
Simon Michael
e0fab4f882
Merge pull request #1256 from Xitian9/balanceReport
SMorgan: 
This PR aims to accomplish two major goals:

-    Get boring parent ellision working for multiBalanceReport
-    Remove the special BalanceReport code, and just use multiBalanceReport

I believe it does both, with the following additional benefits:

    A refactor of multiBalanceReportWith, to make the structure easier to follow, and with a clearer division of responsibilities
    All decisions for how an account name is to be displayed are now made in multiBalanceReport, rather than scattered around the code base
    Some miscellaneous improvements in account name rendering, including --drop now working with MultiBalanceReports, and addressing some of #373

Algorithmic changes:

-    Using HashMap AccountName (Map DateSpan Account) instead of [[MixedAmount]] is new. I admit I didn't profile this change (though given the nubs and lookups, I thought it was appropriate), so I'm glad it produces a speedup.
-    Producing the starting balances no longer calls the whole balanceReport, just the first few functions to get what it needs.
-    displayedAccounts is completely rewritten. Perhaps one subtle thing to note is that in tree mode it no longer excludes nodes with zero inclusive balance unless they also have zero exclusive balance.

SMichael: 
I'll mark the passing of the old multiBalanceReport, into which I poured many an hour :). It is in a way the heart (brain ?) of hledger - the key feature of ledgerlikes (balance report) and a key improvement introduced by hledger (tabular multiperiod balance reports). You have split that 300-line though well documented function into modular parts, which could be a little harder to understand in detail but are easier to understand in the large and more amenable to further refactoring. Then you fixed some old limitations (boring parent eliding in multi period balance reports, --drop with tree mode reports), allowing us to drop the old balanceReport and focus on just the new multiBalanceReport. And for representing the tabular data you replaced the semantically correct but inefficient list of lists with a map of maps, speeding up many-columned balance reports significantly (~40%). Last and not least you made it really easy to review. Thanks @Xitian9, great work.
2020-06-23 06:42:22 -07:00
Simon Michael
176011905e ;changelogs 2020-06-22 12:24:01 -07:00
Simon Michael
368297102d ;regen manuals 2020-06-22 12:20:14 -07:00
Dmitry Astapov
c8a84e3c96 cli: print -O sql 2020-06-22 12:17:33 -07:00
Stephen Morgan
d2e0312ab1 cli: Make --no-total remove subtotals from CompoundBalanceReport, not just net total. 2020-06-22 12:16:07 -07:00
Stephen Morgan
7a5416928e cli: multiBalanceReport: Remove redundant code branch. 2020-06-22 22:28:09 +10:00
Stephen Morgan
e079c8b808 lib: multiBalanceReport: Remove old balanceReport code, update some tests. 2020-06-22 22:27:09 +10:00
Stephen Morgan
5f0918217a multibalanceReport: Move responsibility for determining displayed name in multiBalanceReportWith, not at point of consumption. 2020-06-22 22:20:09 +10:00
Simon Michael
536bea2a78 roi: show errors without a traceback 2020-06-21 11:02:16 -07:00
Simon Michael
ce4de7aeb9 ;doc: regen manuals
[ci skip]
2020-06-21 10:36:21 -07:00
Simon Michael
24996caaeb bump to dev version 2020-06-21 10:35:52 -07:00
Simon Michael
c24f04823a ;doc: clarify print changelog 2020-06-21 10:23:27 -07:00
Simon Michael
6216258b41 ;doc: finalise 1.18.1 changelogs 2020-06-21 10:22:53 -07:00
Simon Michael
128836f6f8 ;changelogs 2020-06-20 18:24:15 -07:00
Simon Michael
06c174b236 ;valuation: doc edits 2020-06-19 17:17:49 -07:00
Simon Michael
fae1cc262e ;regen manuals 2020-06-19 14:47:41 -07:00
Simon Michael
e3cae4aadc valuation: implement new --infer-value flag & semantics (#1239, #1253) 2020-06-19 14:40:20 -07:00
Simon Michael
e143ad2695 ;valuation: doc specifying new proposed behaviour (#1239, #1253) 2020-06-19 14:40:17 -07:00
Simon Michael
06d5014f5f ;lib: multibalancereport: apply debug output policy 2020-06-16 21:00:08 -07:00
Martin Michlmayr
7310951178 doc: fix typos 2020-06-16 19:13:18 -07:00
Simon Michael
684cb45e1a tweak debug levels, document some guidelines
Beginnings of a project-wide policy for what output to show at
each debug level, for now. Later we'll want more flexibility,
eg filtering by topic.
2020-06-14 17:17:09 -07:00
Simon Michael
a384041f7c ;doc: valuation: clarify that -V requires P directives (#1239, #1253) 2020-06-14 15:41:48 -07:00
Dmitry Astapov
802378999f cli: changes to "hledger print -O csv" output 2020-06-13 16:26:27 -07:00
Simon Michael
6711e47c7c ;doc: valuation: more edits 2020-06-13 14:15:01 -07:00
Simon Michael
c8773854f0 ;doc: valuation: more cleanup 2020-06-13 12:41:02 -07:00
Simon Michael
07bda4105f ;doc: valuation: tweak 2020-06-13 12:30:13 -07:00
Simon Michael
558abf4bd7 ;doc: valuation: simplify 2020-06-13 12:25:17 -07:00
Simon Michael
4e182e651b ;doc: valuation: clarify this section; note a recent change
Note that default valuation commodity is now chosen from the latest
suitable P directive on any date, not just before the valuation date.
2020-06-13 12:20:55 -07:00
Simon Michael
03b4b2dedc journal: default valuation commodity comes from P directives only (#1239, #1253) 2020-06-12 21:25:38 -07:00
Simon Michael
dfccfe33c1 ;cli, web: relnotes: add some missing names/item 2020-06-09 15:54:08 -07:00
Simon Michael
729e87066f ;cabal files 2020-06-07 13:00:40 -07:00
Simon Michael
aee6b49d36 ;bump date in changelogs, installer 2020-06-07 12:45:55 -07:00
Simon Michael
b389ee98dd ;update tested-with 2020-06-07 11:59:36 -07:00
Simon Michael
e8e27821d9 ;finalise changelogs 2020-06-07 11:51:40 -07:00
Simon Michael
09b6d44562 ;manuals 2020-06-06 17:21:18 -07:00
Simon Michael
a54376e204 ;regen cabal files 2020-06-06 17:20:13 -07:00
Simon Michael
19020939c9 ;bump versions to 1.18 2020-06-06 17:18:15 -07:00
Simon Michael
fa077415d4 ;edit changelogs 2020-06-06 16:53:41 -07:00
Simon Michael
b86ced5ee9 lib: replace jsonPrettyText with toJsonText in Hledger.Data.Json 2020-06-06 12:54:58 -07:00
Simon Michael
5757c386d8 ;draft changelogs 2020-06-05 15:18:23 -07:00
Simon Michael
e5a0bddbe6 ;regen manuals 2020-06-05 14:44:37 -07:00
Simon Michael
88051b93ab ;cli: doc: regular expressions: fix special characters link 2020-06-05 07:24:33 -07:00
Stephen Morgan
be25fe360e lib: Parser now accepts .. as a synonym for to in date ranges. 2020-06-04 19:30:42 -07:00
Stephen Morgan
935abd1842 lib: Use .. in place of ,, for date ranges in compound balance reports. 2020-06-04 19:30:42 -07:00
Simon Michael
d1f62f0f2e print, reg, balcmds: show json output pretty-printed 2020-06-04 15:13:28 -07:00
Simon Michael
9bc8c5d668 ;cli: doc: json output seems not pretty printed right now 2020-06-04 13:59:26 -07:00
Dmitry Astapov
b7413edf22 lib: --forecast=PERIODICEXPR. Fixes #835, #1236 2020-06-03 15:53:00 -07:00
Simon Michael
8b0618ce4d ;cli: doc: not basically 2020-06-01 04:48:30 -07:00
Simon Michael
97f2235bca ;lib: refactor amount cost functions
Rename costOfAmount -> amountCost, costOfMixedAmount -> mixedAmountCost,
drop amountToCost, mixedAmountToCost.
2020-05-31 15:48:08 -07:00
Simon Michael
660ba7e1d9 lib: clarify zero-checking function names
isZeroAmount                -> amountLooksZero
isReallyZeroAmount          -> amountIsZero
isZeroMixedAmount           -> mixedAmountLooksZero
isReallyZeroMixedAmount     -> mixedAmountIsZero
isReallyZeroMixedAmountCost dropped
2020-05-29 18:57:22 -07:00
Dmitry Astapov
54300328cd cli: ability to pass arguments to getHledgerCliOpts + two example scripts 2020-05-27 04:58:57 -07:00
Simon Michael
9417ee625e ;regen manuals 2020-05-25 17:49:01 -07:00
Simon Michael
93154e9251 update and clean up valuation docs (#1239) 2020-05-25 17:45:31 -07:00
Dmitry Astapov
cbacef21eb lib: multiBalanceReport derives query from ReportOpts 2020-05-25 15:50:14 -07:00
Simon Michael
61bec588d2 print,reg,balcmds: list output formats accurately in --help (#689)
Also:
- tweak the unsupported output format message
- Hledger.Cli.CliOptions no longer exports outputflags
2020-05-23 13:54:41 -07:00
Simon Michael
5f1a864c20 print,reg,balcmds: fix JSON output, which wasn't JSON (#689) 2020-05-23 13:30:22 -07:00
Simon Michael
4706b8cb00 ;regex doc tweaks 2020-05-10 13:15:15 -07:00
Simon Michael
24209a952c ;regex doc tweaks 2020-05-10 13:13:51 -07:00
Simon Michael
71111148ed ;regex doc tweaks 2020-05-10 13:11:53 -07:00
Simon Michael
f167c223a2 ;csv: emphasize regular expressions features and doc 2020-05-10 13:03:09 -07:00
Simon Michael
e5ed001ce8 ;doc: clarify when regexps do and do not support backreferences 2020-05-09 15:35:53 -07:00
Simon Michael
6935c46b2c ;regen cabal files with latest stack/hpack (2.3.1/0.33.0) 2020-05-02 17:31:35 -07:00
Simon Michael
9dc015d974 ;doc: typo 2020-04-29 11:01:27 -07:00
Simon Michael
c0dc71ae25 ;doc: update the locale troubleshooting doc 2020-04-29 10:59:08 -07:00
Simon Michael
9cdf2953da ;api, ci: drop old embedded doc symlinks, should fix CI 2020-04-20 18:25:08 -07:00
Simon Michael
df92c36679 ;changelogs 2020-04-19 14:45:07 -07:00
Simon Michael
a016a43785 cli: fix hiding of redundant source scripts when a .com/.exe exists
Related to #1225.
2020-04-15 11:33:38 -07:00
Simon Michael
3b59a95a54 ;cli, journal: doc: consistent heading capitalisation, whitespace 2020-04-08 21:14:38 -07:00
Simon Michael
fedde7fab1 journal: also support the total lot price variants ({{}}, {{=}}) 2020-04-08 19:18:39 -07:00
Simon Michael
5beeb56a87 ;journal: document improved lot price parsing; changelog 2020-04-08 19:02:24 -07:00
Simon Michael
898cda4ee5 ;changelogs 2020-04-06 18:38:38 -07:00
Simon Michael
e7e9f1ee3b ;doc: cli: troubleshooting: mention C.UTF-8 2020-03-27 14:41:12 -07:00
Simon Michael
b6e4a1bdc0 ;doc: cli: troubleshooting: clarify locale spelling a bit 2020-03-27 13:37:06 -07:00
Simon Michael
293e2d81d1 ;changelogs 2020-03-25 18:42:26 -07:00
Simon Michael
d868a7e170 ;update cabal files 2020-03-22 10:49:49 -07:00
Simon Michael
c6951bf7c6 ;doc: more tweaks to package readmes, hackage descriptions 2020-03-22 10:49:02 -07:00
Simon Michael
40d3a5c1f4 ;update cabal files 2020-03-22 09:28:10 -07:00
Simon Michael
9ca8d7cea9 ;update tested-with 2020-03-22 09:27:50 -07:00