Commit Graph

424 Commits

Author SHA1 Message Date
Simon Michael
62c822c1e6 lib: more compact debug output for Accounts 2017-09-29 18:50:18 -10:00
Simon Michael
b5602fd771 bal: --sort-amount sorts tree-mode multi-column balance reports 2017-09-29 18:49:47 -10:00
Simon Michael
d527384261 bal: --sort-amount sorts tree-mode single-column balance reports too 2017-09-28 09:49:03 -10:00
Simon Michael
55cebad0d5 cli: refactor: move commands to a subdirectory, reinstate test command 2017-09-12 10:04:36 -07:00
Simon Michael
9501b43471 lib: pivot -> journalPivot, drop implicit tags notion (#598, #608) 2017-09-05 10:48:35 -07:00
Jakub Zárybnický
72cf6a8219 lib: Fix filtering by payee and note (#598) 2017-09-05 08:37:19 -07:00
Simon Michael
b246d0e990 cf: more restrictive regexp (#584) 2017-08-27 08:26:47 -07:00
Christian G. Warden
deaf9cfbef Exclude Fixed Assets from Cashflow Report
Add "fixed" to the regex used to exclude asset accounts from cashflow
reports.  Assumes accounts are set up something like:
assets:fixed assets:equipment
assets:fixed assets:vehicles
assets:fixed assets:buildings
2017-08-27 04:41:05 -07:00
Simon Michael
d7d5f8a064 add support for megaparsec 6 (fixes #594)
Older megaparsec is still supported.
Also cleans up our custom parser types,
and some text (un)packing is done in different places
(possible performance impact).
2017-07-27 19:20:46 -07:00
Nicholas Niro
9873bcfcba lib: Added a new transaction to samplejournal.
The new entry effectively adds a loan which is placed in the checking account.
This loan is then closed by the "pay off" transaction (which was already
present).

This is mainly to be used as a test point for the -H option; to make
sure -H does not show empty accounts.

All previous tests were changed to reflect the new change.
The documentation of the journal module was updated too.
2017-07-15 08:02:03 +01:00
Simon Michael
dcc58d4a2b lib: rename ClearedStatus type to Status
(and fix hard-coded enum count)
2017-06-15 19:16:39 -07:00
Simon Michael
430c49154a lib: rename Query's Status constructor to StatusQ 2017-06-15 19:16:39 -07:00
Simon Michael
e119941648 rename "uncleared" status to "unmarked" and --uncleared to --unmarked (#564)
See the issue and linked mail list discussion. Ambiguity between the
uncleared state, and the "not cleared" --uncleared flag causes confusion
and friction. At this point it seems best to break with Ledger and
past hledger, pick a new name and drop --uncleared to put an end to it.
2017-06-15 19:16:39 -07:00
Simon Michael
c5d63f03ce lib: clean up status functional tests, document ClearedStatus (#564) 2017-06-15 19:16:39 -07:00
Carel Fellinger
da9aa81ec7 Update AutoTransaction.hs
lib: fix unit test some more after 5c095534
2017-06-07 12:56:43 +02:00
Simon Michael
7cc2d86ac0 lib: fix unit tests after 5c095534 2017-06-06 09:43:05 -07:00
Simon Michael
5c09553481 lib: keep amounts aligned when rendering a transaction with posting flags
Related to #563, when rendering a transaction, we reserve two more chars
of width so that amounts remain aligned when there are posting flags.
Affects hledger-ui's transaction screen, print, hledger-rewrite etc.
2017-06-04 21:26:18 -07:00
Simon Michael
1adc636554 lib: show pending posting flags when rendering a transaction (fix #563)
This affects hledger-ui's transaction screen, print, hledger-rewrite etc.
A pending flag on postings is now displayed, just like a cleared flag.
Also there will now be a space between flag and account name.
And it's slightly better at aligning amounts, due to now considering
virtual posting parentheses/brackets or something.
2017-06-04 17:54:57 -07:00
Simon Michael
c9e7bbdc7c clarify recent print changes a bit (#551) 2017-05-30 13:57:52 -07:00
Simon Michael
aca7c0d93b lib: clarify journalBalanceTransactions 2017-05-30 13:57:52 -07:00
Christian G. Warden
d39040c634 Add Support for Rewriting Multipler Postings Into Different Commodities (#557)
When generating a new posting as a multiple of an existing posting,
support conversion to a different commodity.  For example, postings in
hours can be used to generate postings in USD.

Automatic transactions generated from rewrite rules use the commodity,
amount style, and transaction price if the rewrite defines a commodity.
2017-05-30 07:30:15 -07:00
Simon Michael
10d85bedec bal: show negative amounts in red
The balance command now shows negative amounts in red, when it thinks
ANSI codes are supported, ie when TERM is not "dumb" and stdout is not
being redirected or piped somewhere.
2017-04-25 18:34:09 -07:00
Simon Michael
b402fc7e7d lib: optserror -> usageError, consolidate with other error functions (#529) 2017-03-29 08:00:51 -07:00
Simon Michael
7dd34d71b5 ui: transaction: fix pattern match failure when pressing E (fixes #508) 2017-02-05 12:00:45 -08:00
Justin Le
f47df67167 mapping function over journal amounts 2017-02-04 16:38:18 -08:00
Justin Le
6bccb847d5 Added a simple 'showMarketPrice' function to show market price directives in a journal-compatible way (#505)
* added showMarketPrice and Hledger.Data.MarketPrice module

* showMarketPrice implemented using showDate

* attempted to add tests to Hledger.Data.MarketPrice

* moved MarketPrice test to Hledger.Read.JournalReader; fixed documentation on MarketPrice; added MarketPrice module to package.yaml
2017-02-03 18:20:00 -08:00
Bryan Richter
4890d2bf90 Escape account names (#499)
Fixes #498.
2017-01-30 09:17:18 -08:00
Mykola Orliuk
3a632acea0 budget: periodic transactions support 2017-01-20 13:42:17 -08:00
Mykola Orliuk
7437c96ff6 Make hledger-rewrite tool suitable for re-factoring original journals (#490)
* cli: fix bug in pivot for postings without tag

Without this fix for postings without tag query checked effective
account which is always empty text ("").

* rewrite: inherit dates, change application order

For budgeting it is important to inherit actual date of posting if it
differs from date of transaction. These dates will be added
as a separate line of comment.

More natural order of rewrites is when result of first defined one is
available for all next rewrites.

* rewrite: factor out Hledger.Data.AutoTransaction

* rewrite: add diff output

With this option you can modify your original files without loosing
inter-transaction comments etc. I.e. you can run:

hledger-rewrite --diff Agency \
  --add-posting 'Expenses:Taxes  *0.17' \
  | patch

As result multiple files should be updated.
Also it is nice to review your changes using colordiff instead of
patch.

* lib: track source lines range for journal

* doc: auto entries and diff output for rewrite
2017-01-20 07:33:24 -08:00
Mykola Orliuk
3af81a73ca txnTieKnot fix (~10% memory reduce) (#483)
* bin: ignore chart and dupes addons

* lib: fix txnTieKnot

Ensure that postings refers to their transaction rather than original
one.
This should allow compiler perform destructive update and/or allow
garbage collecting old transaction.
2017-01-16 07:42:41 -08:00
Simon Michael
8bc67d5ee8 print: don't lose the commodity in zero balance assertions. Related to #475 2017-01-14 10:29:33 -08:00
Simon Michael
2e61c037c3 cli: --pivot payee/note uses description parts before/after |
This assumes a "PAYEE | NOTE" convention in the description field,
similar to Beancount's journal syntax.  If the description has no pipe
character, payee and note are the same as the full description.
2017-01-13 08:19:42 -08:00
Simon Michael
27d727ffad cli: rename --pivot desc to --pivot description for consistency 2017-01-13 08:05:22 -08:00
Mykola Orliuk
76867c98a3 Feature/pivot implicit tags (#460)
* Add implicit tags code/desc/payee for --pivot

Additionally allow using of transaction inherited tags.

* Use original posting in query by account name

To be able to query on individual postings and by account name it is
useful to have access to original account name (before pivot).
Especially this is useful when all postings within transaction gets
the same pivot name due.
As a side effect we'll match by alias.

Note: to query on amt it usually expected to see matches with inferred
amounts.
2017-01-13 08:02:11 -08:00
Mykola Orliuk
015b764d00 Preserve implicit amounts and prices the way user wrote them in output of print command (#471)
* Remember original postings during infer and pivot

This includes such functions like:
- inferFromAssignment
- inferBalancingAmount
- inferBalancingPrices
- pivotPosting

* Use original postings for hledger print

- Introduce "--explicit" option for "print" command which brings back
  old behavior when every inferred number being printed.
- Make "print" by default print original postings without inferred
  amounts. But use effective account name to have effect from aliases.
- Instruct shell tests with an new expected output or to use
  --explicit option when inferred amounts are checked.

Resolves simonmichael/hledger#442
2017-01-13 07:25:44 -08:00
Moritz Kiefer
d236f7b237 Fix a few spaceleaks (#413) 2017-01-12 16:24:53 -08:00
Nikolay Orlyuk
c0d12f5d1c Normalize amount in infereBalancingAmount (#469)
This fixes issue exposed by a fix for simonmichael/hledger#465
2017-01-11 12:09:07 -08:00
Nikolay Orlyuk
32d9365fc2 Ensure showTransaction produce a valid journal (#466)
- Make output of print to be a valid journal
- Partially reverts 419f5f2a2

Fixes simonmichael/hledger#465
2017-01-10 20:44:10 -08:00
Simon Michael
3ae8712bbc rename data/ to examples/ 2017-01-08 07:26:13 -08:00
Simon Michael
f84324682e lib: fix a doctest in Hledger.Data.Dates 2016-12-29 11:33:33 -08:00
Johannes Gerer
45401e538e Balance Assignments and accounts resetting (#438)
* Changed behavior of `readJournalFiles` to be identical to `readJournalFile` for singleton lists

* Balance Assertions have to be simple Amounts

* Add 'isAssignment' and 'assignmentPostings' to Hledger.Data.Posting and Transaction

* Implemented 'balanceTransactionUpdate', a more general version of 'balanceTransaction' that takes an update function

* Fixed test cases.

* Implemented balance assignment ("resetting a balance")

* Add assertions to show function

* updated the comments

* numbering is not needed in journalCheckBalanceAssertions

* remove prices before balance checks

* rename functions
2016-12-10 07:04:48 -08:00
Simon Michael
3c4cb4eeeb ui: --watch: track date only when a standard period is in effect 2016-12-07 15:19:36 -08:00
Simon Michael
6aeaee17f5 ui: clarify docs of some period functions 2016-12-07 14:54:23 -08:00
Simon Michael
9952f93e97 ui: --watch date tracking fixes
- move the period only if it's "current" (contains the old "today" date)
- make it work on all screens, not just accounts
2016-12-02 15:36:23 -08:00
Simon Michael
e3a7f6697e ui: --watch also tracks the current date, when appropriate
ie, when viewing a "current" period (the current day/week/month/quarter/year),
it will be moved to enclose the current date, if needed, whenever the system date changes.
2016-12-01 19:26:38 -08:00
Simon Michael
1f2276c100 lib: mark ledger reader as experimental, don't use automatically 2016-11-20 10:42:12 -08:00
Simon Michael
b6ff170688 lib: simplify format detection, avoid ledger reader by default
When we don't know a file's format, instead of choosing a subset of
readers based on content sniffing, now we just try them all.
Also, LedgerReader is now used only as a last resort,
as it's not yet competitive with JournalReader.
2016-11-18 13:24:57 -08:00
Simon Michael
2f4dde3699 lib: debug utils cleanup 2016-09-06 08:31:53 -07:00
Simon Michael
72c39470d6 lib: non-journal formats now produce transaction ids #394
Transactions are now numbered consistently during journal finalisation,
rather than just in the journal reader. Also transaction knot-tying has been
moved out of journalBalanceTransactions.
2016-08-14 12:44:19 -07:00
Simon Michael
a4cf233312 ui: keep next/previous period within the journal's date span 2016-08-13 08:08:43 -07:00