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243 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
Simon Michael
2e3b51c03f ;lib: journalConvertAmountsToCost -> journalToCost 2019-10-19 19:58:27 -07:00
Simon Michael
905149df86 ;lib: transaction valuation helpers 2019-10-19 19:41:21 -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
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
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
1cbbe8f43d memoise market valuation, making it fast (#999) 2019-08-19 02:16:39 +01:00
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
02ed4f5d04 ;lib: intervalFromRawOpts: replace undefined with an error message 2019-07-25 10:46:45 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +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
7dd0c5783a ;lib: multibalancereport: refactor 2019-06-14 19:04:09 -07:00
Simon Michael
baa15d9bea ;lib: rename MultiBalanceReports.hs -> MultiBalanceReport.hs 2019-06-14 11:45:25 -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
6b6c3385c9 lib: parse optional ,COMM suffix in --value (#131) 2019-06-13 15:50:01 -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
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
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
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
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
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
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