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1338 Commits

Author SHA1 Message Date
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
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
Dmitry Astapov
94f912e558 lib: better resolution of csv field aliases ("balance" vs "balance1", etc) 2019-11-12 12:20:09 -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
Dmitry Astapov
fc001da1ef lib: expenses:unknown is a much better default account name 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
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
f92590f92c lib: allow zero postings in csv reader 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
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
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
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
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
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