Commit Graph

475 Commits

Author SHA1 Message Date
Simon Michael
63b939a201 imp:print: --invert now also negates balance assertion/assignment amounts [#2314] 2025-01-29 09:47:29 -10:00
Simon Michael
3e838e4d0f imp:print: support --invert [#2314] 2025-01-27 05:21:36 -10:00
Simon Michael
edfcd3554f lib: showAmountCost(B): drop leading whitespace 2025-01-15 16:28:43 -10:00
Simon Michael
e98af39e27 imp:pivot: support pivoting on amount (quantity) or cost 2025-01-15 13:47:04 -10:00
Simon Michael
90415875f5 imp:pivot: support pivoting on commodity symbol; doc improvements 2025-01-15 12:46:09 -10:00
Simon Michael
6868ab06a4 imp:close: --migrate -> --clopen; more doc rewrites 2025-01-09 21:19:44 -10:00
Dmitry Astapov
dde5a59049 roi: simplify/speed up (no longer checks every day with P directive) 2024-12-18 07:42:13 -10:00
Simon Michael
b663822b88 fix: print: ignore --depth entirely
Until now, a depth limit caused print to show only transactions referencing accounts as deep or deeper than that.
2024-12-09 15:37:30 -10:00
Simon Michael
f648903b37 imp:print:beancount: don't add account tags to postings
When print is generating beancount output, turn off the usual
inheritance of account tags by postings; it would generate excessive
metadata in the journal. Beancount can do or not do that kind of
inheritance itself.
2024-12-06 05:55:42 -10:00
Simon Michael
ff28aa329a imp:print:beancount: convert tags to BC metadata
Transaction and posting tags (and posting tags inherited from accounts)
are now converted safely to Beancount-compatible transaction and posting
metadata lines.
2024-12-06 05:55:42 -10:00
Simon Michael
17332c75f9 imp:print:beancount: generate operating_currency directives from cost currencies 2024-12-06 05:55:42 -10:00
Simon Michael
b4f4374dfa imp:print:beancount: remove redundant conversion postings automatically 2024-12-06 05:55:42 -10:00
Simon Michael
d925c8a042 imp:print:beancount: add a second account name part if needed
Beancount requires account names to have at least two parts.
2024-12-06 05:55:42 -10:00
Simon Michael
6e3dfd6703 imp:print:beancount: remove virtual postings automatically 2024-12-06 05:55:42 -10:00
Simon Michael
054a204aa0 imp:csv:if: support & ! (AND NOT) 2024-12-03 17:25:43 -10:00
Stephen Morgan
74f0f37fb3 imp: queries: Allow regular expression depth queries
Previously depth-limiting was universal across all accounts, e.g. all
accounts are clipped to depth 2. However, sometimes you want certain
accounts clipped to a different depth than others, e.g. all expenses to
depth 3, while all assets to depth 2. This commit enables depth-limiting
to optionally include a regular expression, which limits the accounts it
applies to.

More than one depth limit can be passed, and they are applied to each
account name by the following rules:
- If one or more regular-expression depth limit applies, use the
  most specific one
- If no regular-expression depth limits apply, and a flat depth limit is
  supplied, use that
- Otherwise, do not do any depth limiting

For example, this will clip all accounts matching "assets" to depth 3,
all accounts matching "expenses" to depth 2, and all other accounts to
depth 1.
--depth assets=3 --depth expenses=2 --depth 1
2024-12-03 08:33:21 -10:00
Simon Michael
1ad9fbb4a8 imp:print: clean up special tags; show them more often with --verbose-tags
- These special hidden tags, used internally, have been renamed:
  - `_modified`           -> `_modified-transaction`
  - `_cost-matched`       -> `_cost-posting`
  - `_conversion-matched` -> `_conversion-posting`

- All special hidden tags now have a similarly-named visible tag,
  and `--verbose-tags` now shows those more often, which is useful
  when troubleshooting `--infer-equity`, `--infer-costs`,
  or the matching of redundant costs and conversion postings.

- The `generated-posting:` tag added by `--infer-equity` is now valueless.

- The `modified-transaction:` tag added by `--auto` now appears on its own line.
2024-11-16 14:40:03 -10:00
Simon Michael
f57cd638da imp:print:beancount output: more robust account/commodity encoding
Unsupported chars are now hex-encoded, not just converted to dashes.
This helps keep account and commodity names unique, especially with
the equity conversion account names generated by --infer-equity when
using currency symbols.
(Those could also be converted to ISO 4217 codes, in theory, but
for now we just hex encode them, which is easier to make robust.)

Also, Beancount commodity symbols are no longer enclosed in
hledger-style double quotes.
2024-11-07 01:28:31 -10:00
Simon Michael
660bbbb1f4 dev: update errors/README 2024-11-02 18:11:08 -10:00
Simon Michael
326acbf93b imp: check recentassertions: try to make the error message clearer 2024-11-02 18:10:53 -10:00
Simon Michael
d985e89bad imp: default V accounts become just E when a new V account is declared
The equity:conversion account, and its variations equity:trade(s) and equity:trading,
normally detected as V/Conversion type, now become ordinary E/Equity accounts
if some other account is declared as V/Conversion type.

This is motivated by the next commit, in which `check accounts` will
stop warning about conversion accounts and their subaccounts,
which means all of the above names and their subaccounts would remain
always exempt from strict account checking.

Now, if the user declares their own conversion account, those default
accounts will become controllable by account checking again.
Which at least reduces the allowlist a bit.

Hopefully this won't cause hassles.
2024-10-20 09:13:58 -10:00
Simon Michael
0f7aaa9600 imp: check accounts: simplify confusing suggestion in error message, 2 2024-10-16 21:19:51 -10:00
Simon Michael
71a7879213 fix:check tags: _price-matched -> _cost-matched, and whitelisted [#2247] 2024-10-14 14:49:18 -10:00
Simon Michael
7ac154e0b8 dev: cli: fix recent command parsing breakage; more tests 2024-10-14 09:12:59 -10:00
Simon Michael
e2599e85a4 fix:cli: order of last flag could be lost, disrupting --no-conf eg
Move pre-command flags more carefully, including the last one,
so that the relative order of options is preserved.
(This caused --conf foo --no-conf to sometimes ignore the --no-conf.)
Debug output has also been improved.
2024-10-12 13:23:49 -10:00
Simon Michael
21e27a0283 imp: avoid ugly GHC 9.10.1 stack trace with nonexistent --conf file 2024-10-12 12:14:21 -10:00
Simon Michael
21a84fb336 fix: calculate value correctly when P amounts have few decimal digits [#2254]
Valuation in another commoditay could sometimes be inaccurate if the P
price amounts did not have enough decimal places.
2024-10-08 23:11:57 -10:00
Henning Thielemann
75ad734edf test: balance: adapt to newly implemented tree mode 2024-10-08 23:07:07 -10:00
Simon Michael
fd930ff567 dev: make func tests compatible with ghc 9.10
Work around ghc 9.10's extra newline in error output.
https://gitlab.haskell.org/ghc/ghc/-/issues/25116
2024-09-30 17:20:53 -10:00
Simon Michael
823be7c565 fix: csv: tags on following lines, and posting dates, also work now [#2241]
Follow-on work from #2214.
2024-09-28 18:54:43 -10:00
Simon Michael
30b58272b8 ;dev: cleanup [#2218] 2024-09-09 11:04:26 -07:00
Michael Rees
52253c01f6 Add absamount as --sort field for register 2024-09-05 11:56:07 +01:00
Michael Rees
693360344c Add desc/description as possible sort field 2024-09-05 11:56:07 +01:00
Michael Rees
00eb0aa16b feat: register: add --sort as in ledger 2024-09-05 11:56:07 +01:00
Simon Michael
038ebd8c7a fix: three more interval start date cases; add tests; cleanup [#2218] 2024-09-04 16:07:54 +01:00
Simon Michael
c8b6ca7b70 fix: 'every Nth day of month from DATE' start date [#2218] 2024-09-04 16:07:54 +01:00
Simon Michael
375fb07ede ;dev: cleanups 2024-08-29 10:07:02 +01:00
Simon Michael
d19b353bfb imp: improve bad regexp error message
Eg '(?:foo)' is not malformed, it's just not supported.
https://hledger.org/hledger.html#hledgers-regular-expressions
2024-07-24 11:06:13 +01:00
Simon Michael
165e70df7a imp: bs,cf,is: show interval in report title
This makes the report interval clearer, eg when it's set unexpectedly
by a config file.
2024-07-17 08:26:43 +01:00
Simon Michael
a1c6a409bc ;dev: clean up dates, intervals func tests 2024-07-16 22:12:51 +01:00
Simon Michael
4b3abfd470 ;imp: check: recentassertions: improve message readability 2024-07-16 22:12:41 +01:00
Simon Michael
f25b9ee4ae imp: conf: rightmost of --conf/--no-conf options wins 2024-07-14 12:43:17 +01:00
Simon Michael
6f3c4c9bf0 fix: cli: accept --conf with no command 2024-07-12 15:41:53 +01:00
Simon Michael
85480a7572 fix: cli: move pre-command --debug option more carefully; cleanup 2024-07-12 15:23:03 +01:00
Simon Michael
65ac41e155 fix: cli: move flags with shadowed names, like -p, more carefully 2024-07-06 17:12:08 +01:00
Simon Michael
6af992bc3a dev: consolidate/update cli/addons tests 2024-07-01 23:06:14 +01:00
Simon Michael
40620666f8 imp: cli: rename --rules-file to --rules; tweak options help
For brevity, and consistency with --conf.
--rules-file remains supported, as a hidden option.

hledger's main mode now supports the hidden legacy flags,
as the command modes do.
2024-06-25 18:37:55 +01:00
Simon Michael
969b5a89d1 dev: comment parsing tests/refactoring, fix indented timedot comments 2024-06-25 18:37:54 +01:00
Simon Michael
46cda5e7de imp: cli: allow command options to be written before the command also
It's clearer to write command-specific flags after the command name
argument, but that's no longer required.
(Writing non-builtin, addon-specific flags after -- is still required).

Also, give up on "obey help/doc/version flags even if there's a bad
command/flag", it's too hard to do well.
2024-06-25 18:37:54 +01:00
Simon Michael
a734ba5026 ;dev: update tests for weekly headings change [#2204]
Unfortunately our ci workflow does not reliably detect commit messages
with PRs, and in this case it wrongly identified the commit as a
harmless doc change.
2024-06-25 09:06:29 +01:00