In end-value reports with unspecified end date, a market price later
than the latest transaction can extend the default report end date and
valuation date. Now, only market prices on or before "today" can do this;
market price declarations dated in the future will be ignored.
Report span and valuation date calculations have been clarified.
Previously accounts were clipped in getPostings, however compound
balance reports re-use the output of getPostings for the different
subreports. This caused a problem when clipping erased the information
needed to determine the account type, as would be used by e.g.
incomestatement.
Add some extra tests for --count.
Errors in the main file are being reported a few lines too high,
due to the setOffset in includedirectivep.
It seems reverting this should have restored the original bug with
wrong line number in certain include error messages, but I can't find
that right now.
** now ignores anything under dotted directories, ie directories whose
name begins with a dot. Eg .git/, foo/.secret/, etc.
Switched from Glob to filepattern lib.
- Do not turn "other accounts" into a comma-delimited string when the
report is constructed, but pass `AccountName`s up the chain. This
requires modifying the `AccountTransactionsReportItem` type to contain
`[AccountName]` rather than `Text`.
- Perform the account name summarization
(`Hledger.Data.AccountName.accountSummarizedName`) closer to the
actual rendering of the report, so that different report formats can
choose summarization strategy.
- Continue to summarize as before for terminal/text output (ie.
human-readable). Do not summarize any more for machine-readable output
(csv/html/fods).
This allows using the special string `%account` in auto posting rules.
When run, this will be substituted with the account name of the matched
posting.
This adds a safer version of spanDefaultsFrom that won't create spans
that end before they start, and updates all reports to use it.
The only related change noticed so far is that close now gives an
error instead of a malformed entry, when there's no data to close.
[#2409]
This broke in 1.43.
Now we ignore any IOException whose message contains "broken pipe".
Hopefully this matches pre-1.43 behaviour and doesn't hide real errors.
This upgrades Account to enable it to store a multiperiod balance, with
a separate balance for each date period. This enables it do the hard
work in MultiBalanceReport.
Some new types are created to enable convenient operation of accounts.
- `BalanceData` is a type which stores an exclusive balance, inclusive
balance, and number of postings. This was previously directly stored
in Account, but is now factored into a separate data type.
- `PeriodData` is a container which stores date-indexed data, as well as
pre-period data. In post cases, this represents the report spans,
along with the historical data.
- Account becomes polymorphic, allowing customisation of the type of
data it stores. This will usually be `BalanceData`, but in
`BudgetReport` it can use `These BalanceData BalanceData` to store
both actuals and budgets in the same structure. The data structure
changes to contain a `PeriodData`, allowing multiperiod accounts.
Some minor changes are made to behaviour for consistency:
- --declared treats parent accounts consistently.
- --flat --empty ensures that implied accounts with no postings are not displayed, but
accounts with zero balance and actual postings are.
This and/or the previous related change also changed a few cases which
always traced or always logged; now all debug output is consistently
either traced or logged.
A very long-awaited improvement: for unicode exceptions, and I/O
exceptions which look like they were caused by a unicode error
(usually text decoding failure), our error message now includes
an explanation and advice on what to do.
Currently this uses the GHC.IO.Encoding API, which is not ideal:
"The API of this module is unstable and not meant to be consumed by
the general public. If you absolutely must depend on it, make sure to
use a tight upper bound, e.g., base < 4.X rather than base < 5,
because the interface can change rapidly without much warning."
Also it relies on scanning for patterns in GHC's various
unicode-related error messages, which may not be complete and could
change in future. To do: try the encoding package's IO helpers,
perhaps they give more specific exceptions.
- Added support for unseparated dates, for convenience in ghci and for parseHledgerVersion
- Noted two user-facing uses: --value's argument, and import's .latest files.
YYYYMMDD dates will now also work there. Left this undocumented.
- Noted this is now more permissive, parsing many integers successfully; not expecting problems.
These now call error' and show errors in the standard style:
- reading a nonexistent data file
- reading an unsafe dotted file name on windows
- web: using --socket on windows
- demo: demo not found
- demo: error while running asciinema
- diff: bad arguments
- print --match: no match found
- register --match: no match found
- roi: no investment transactions found
Hledger.Utils.IO helpers have been updated and new ones have been
added (exitOnExceptions, exitWithError) to allow consistent display of
program errors whether compiled with GHC <9.10, GHC 9.10, or GHC >9.10.
The trailing newlines added by GHC 9.10 are gone,
and so is the "uncaught exception" output added by GHC 9.12.
We now support having multiple sessions clocked in. These are paired by
account name if given on the out entry, and otherwise an out closes the
most recent in entry.
Note that this breaks some backwards compatibility, in that we
previously ignored the description on the clock out entry. To mitigate
this, a new hidden flag --timeclock-old has been added, which reverts to
the old behavior.
Previously our cabal files used cabal-version 1.12, and were in theory
buildable with any ancient version of cabal. Now at least cabal 2.2
(or a version of stack built with with similar Cabal version) is
required to build hledger.
