Commit Graph

1001 Commits

Author SHA1 Message Date
Stephen Morgan
f998a791cf lib: Remove unused optional width argument for StringFormat. 2021-01-02 15:08:09 +11:00
Stephen Morgan
462a13cad7 lib,cli: Use Text Builder for Balance commands. 2021-01-02 15:08:09 +11:00
Stephen Morgan
e3ec01c3c6 lib,cli,ui: Use Text for showDate and related. 2021-01-02 15:08:09 +11:00
Stephen Morgan
74b296f865 lib,cli: Make showTransaction return Text rather than String. 2021-01-02 15:08:09 +11:00
Stephen Morgan
12a6435c51 lib: Add wrap convenience function. 2021-01-02 15:08:09 +11:00
Stephen Morgan
646ee0bce5 cli: Using Text Builder for posting reports. 2021-01-02 15:08:09 +11:00
Damien Cassou
b47d582583 ;check: fixes 2020-12-30 18:08:31 -08:00
Simon Michael
3c232fbd7d check: add "payees" check requiring payee declarations 2020-12-30 18:08:30 -08:00
Stephen Morgan
e406cebcce lib: Remove unused AtDefault constructor for ValuationType. 2020-12-19 11:59:44 -08:00
Stephen Morgan
cdec0f9382 lib: Remove special handling of now-inaccessible AtDefault valuation constructor.
This simplifies all the *ApplyValuation functions, as they no longer
need mreportdate or multiperiod arguments.
2020-12-19 11:59:44 -08:00
Stephen Morgan
439eddc8b9 lib: Include price directives when calculating journal end date. 2020-12-16 19:04:33 -08:00
Stephen Morgan
92645cca14 lib: Sorting accounts by amount should also consider account name after amounts. 2020-12-14 06:48:47 -08:00
Simon Michael
e33667f580 check: support quoted check name + args
A "hledger check" argument may now be a quoted string containing
the check name followed by space-separated arguments, for
checks which make use of those. This means the check command
can replicate "check-dates --unique" and (in principle)
"check-fancyassertions ASSERTIONS..". Eg:

hledger check "dates --unique"

I think it'll be better for checks to take no arguments or options,
so this is probably just a transitional feature for compatibility.
2020-11-29 20:48:31 -08:00
Simon Michael
8c23a16bf8 journal: strict mode also requires commodity declarations 2020-11-27 17:54:55 -08:00
Simon Michael
ea0d4901ab lib: journalApplyAliases performance tweak 2020-11-25 21:06:31 -08:00
Simon Michael
0dc8eca68a lib: remove partial code from journalApplyAliases etc. 2020-11-25 21:06:31 -08:00
Simon Michael
94b3f090be csv, timedot, timeclock: respect --alias options (fix #859)
Command-line account aliases now also affect transactions read
from these formats (not just journal format).

lib: journalApplyAliases, transactionApplyAliases, postingApplyAliases
helpers have been added.
2020-11-24 09:17:01 -08:00
Simon Michael
221a6d9001 lib: new more robust price lookup implementation, fixing #1402 2020-11-23 18:08:41 -08:00
Simon Michael
d60c1f764d lib: partial valuation fix, more debug output for #1402 2020-11-22 13:10:31 -08:00
Simon Michael
654ab4243a ; comments 2020-11-20 16:45:40 -08:00
Simon Michael
4a74680a22 ;lib: rename some budget report helpers
The new names are of course verbose, but more consistent and revealing.
2020-11-19 14:59:08 -08:00
Simon Michael
0ce9c352ec add: don't let number style disturb the default (Fixes #1378) 2020-11-14 11:08:01 -08:00
Simon Michael
1f94aa1628 ;lib: make file modification/reloading helpers more robust (#1390)
Work on hledger-web tests showed some bad behaviour, in particular
journalReloadIfNewer would always reload a journal read from a string
or stdout. This is now fixed, and an ugly read.show conversion has
been cleaned up.

Hledger.Cli.Utils API changes:

removed:
- journalSpecifiedFileIsNewer
- fileModificationTime

added:
- utcTimeToClockTime

changed:
- journalFileIsNewer now requires a file argument
2020-11-13 16:28:35 -08:00
Simon Michael
70f95e9f2c ;doc: journal: clarify that it's the first-seen digit group style 2020-11-10 09:29:04 -08:00
Simon Michael
f43c7e41d1 csv, journal: debug output
The prolific "assignment" output is now at level 9.
2020-11-10 08:39:32 -08:00
Simon Michael
a97daaf322 lib: replace pretty-show with pretty-simple
pretty-simple, already used in .ghci, will hopefully give nicer debug
output, including for values which don't have Read-able Show output.
This should mean that we can start removing custom string-like Show
instances that were a workaround for pretty-show.

We are using the latest version (4.0.0.0) to get compact output.
Here's some old pretty-show output:

 CsvRules
   { rdirectives = [ ( "skip" , "1" ) ]
   , rcsvfieldindexes = [ ( "date" , 1 ) , ( "amount" , 2 ) ]
   , rassignments = [ ( "amount" , "%2" ) , ( "date" , "%1" ) ]
   , rconditionalblocks = []
   }

And the new pretty-simple output:

 CsvRules
   { rdirectives=
     [ ( "skip", "1" ) ]
   , rcsvfieldindexes=
     [ ( "date", 1 ), ( "amount", 2 ) ]
   , rassignments=
     [ ( "amount", "%2" ), ( "date", "%1" ) ]
   , rconditionalblocks= []
   }

Non-compact pretty-simple output would be:

 CsvRules
     { rdirectives=
         [
             ( "skip"
             , "1B"
             )
         ]
     , rcsvfieldindexes=
         [
             ( "date"
             , 1
             )
         ,
             ( "amount"
             , 2
             )
         ]
     , rassignments=
         [
             ( "amount"
             , "%2"
             )
         ,
             ( "date"
             , "%1"
             )
         ]
     , rconditionalblocks=[]
     }

Also:

- Account's Show instance no longer converts : to _ in account names

- drop unused pretty-show dependency from hledger, hledger-ui packages

- regenerate hledger-lib with the older hpack that's shipped in stack
2020-11-10 08:06:11 -08:00
Simon Michael
66af4962a1 ;lib: drop a todo, seems ok 2020-11-09 17:14:38 -08:00
Simon Michael
bfb5c6ee2a lib: global commodity display styles can be set in InputOpts or Journal, overriding all others 2020-11-09 17:14:37 -08:00
Simon Michael
0eddbe7a4b ;lib: reader cleanups 2020-11-09 17:14:37 -08:00
Simon Michael
524e23bc37 csv: decimal-mark rule to help with number parsing
Journal keeps a new piece of parsing state, a decimal mark character,
which can optionally be set to force the number format expected by all
amount parsers.
2020-11-08 16:39:03 -08:00
Stephen Morgan
3abc9f5985 lib: When calculating elisions, don't skip over some amounts. 2020-11-04 14:25:21 +11:00
Stephen Morgan
dcb884c5ff lib: Align postings to unnormalised amount widths. 2020-11-04 14:25:20 +11:00
Stephen Morgan
7e47c11fda lib: Remove some uses of pad(Left|Right)Wide to ensure we're using the
width provided by showMixed.

Also refactor renderTable to be a bit clearer, and to avoid duplicate
calculations.
2020-11-04 14:25:20 +11:00
Stephen Morgan
b39de5989f lib: Refactor and improve comments for new mixed amount display functions. 2020-11-04 14:25:20 +11:00
Stephen Morgan
9de238757b lib,cli,ui: Introduce showMixed*Unnormalised, eliminate most direct calls of strWidth.
This introduces some new helper functions which are exactly the same
as what we had before, but do not call
normaliseMixedAmountSquashPricesForDisplay, so that we can use the new
functions for displaying Transaction and Posting. It also goes through
and gets rid of most uses of the old showMixed* functions which would
benefit from using the new interface.
2020-11-04 14:25:20 +11:00
Stephen Morgan
162a936360 lib: BudgetReport uses new renderTable inteface, now has more compact output.
This changes showMixedAmountElided so that the width to elide to is
given as an argument, rather than fixed at 22 characters. This
actually uses the new renderTable interface. Mostly this is just an
internal change, but since we have more information about the widths
of things, we can actually get rid of some superfluous spaces in the
budget report output, previously there to make sure it stayed aligned
with the largest reasonable contents.
2020-11-04 14:25:20 +11:00
Stephen Morgan
57d7b223a2 lib: Write new showMixedAmount* functions which keep track of length.
Previously showMixedAmountElided would show two amounts and then the
elision string if necessary. Now it will display as many Amounts as it
can subject to the condition that the amounts plus the elision string
fit within 22 characters.
2020-11-04 14:25:20 +11:00
Stephen Morgan
64e3e5c54d lib: Improve documentation for StringFormat, remove type alias for Valuation. 2020-10-23 14:14:11 -07:00
Stephen Morgan
103308e795 lib,cli: Store StringFormat in ReportOpts, rather than unparsed String.
StringFormat now also takes an optional overline width, which is
currently only used by defaultBalanceLineFormat.
2020-10-23 14:14:11 -07:00
Stephen Morgan
5a6d38fdf2 lib: For ymd date parsing, don't consume invalid date components. 2020-10-18 21:28:46 -07:00
Simon Michael
08ee311875 journal: fix error when P directive has a zero price (#1373) 2020-10-18 20:48:14 -07:00
Simon Michael
c5513ba722 ;tweak a few parse errors for clarity, consistency (#1329) 2020-09-19 08:10:39 -07:00
Simon Michael
a9fbaaf284 ;partial comment cleanups 2020-09-03 09:52:00 -07:00
Simon Michael
c2929939e4 make account type autodetection (& hledger-smooth) case insensitive again (#1341)
lib: added case-insensitive variants of the accountNameToRegex functions.
2020-09-03 09:52:00 -07:00
Stephen Morgan
07dd30c1e5 lib,cli,ui: Change to consistent naming scheme for Hledger.Utils.Regex. 2020-09-01 11:36:34 +10:00
Stephen Morgan
8dfffb1e61 lib,web: Replace regex functions with simple text replacement. 2020-08-31 20:45:28 +10:00
Stephen Morgan
2cd7877c46 lib: Remove unnecessary NFData instances. 2020-08-31 15:41:36 +10:00
Stephen Morgan
af31d6e140 lib,cli,ui: Remove redundant Typeable and Data instances.
Also add some explicit import lists.
2020-08-31 15:41:30 +10:00
Stephen Morgan
e5371d5a6a lib,cli,ui,web: Make Regexp a wrapper for Regex. 2020-08-31 12:04:45 +10:00
Stephen Morgan
7182fa4746 lib: Improve documentation for amountRoundedQuantity, fix a typo. 2020-08-30 23:01:04 +10:00
Stephen Morgan
f6fa76bba7 lib,cli: Get rid of magic values for asprecision, use a sum type instead. 2020-08-30 23:00:35 +10:00
Stephen Morgan
ba59fed6b2 lib: Replace more instances of fromIntegral with safer versions. 2020-08-30 22:20:58 +10:00
Stephen Morgan
ca2e55c954 lib: Replace some fromIntegral with toInteger. 2020-08-30 22:20:58 +10:00
Stephen Morgan
b5ed2067d9 lib: Make aprecision and DigitGroupStyle use Word8 instead of Int. exponentp now parses an Integer rather than an Int. 2020-08-30 22:20:53 +10:00
Stephen Morgan
371b349b2e lib,cli: Replace parsedate and mkdatespan with direct applications of fromGregorian, transaction now takes Day instead of a date string. 2020-08-29 15:08:28 -07:00
Stephen Morgan
2fd678e415 lib,cli,ui: Remove old CPP directives made redundant by version bounds. 2020-08-29 15:08:28 -07:00
Simon Michael
542052478d ;lib: Types pragmas 2020-08-10 06:22:40 -07:00
Simon Michael
b76caae338 fix doctest breakage (#1312) 2020-08-08 08:53:55 -07:00
Stephen Morgan
f2dcbd2fee lib: Make ill-formed SmartDates unrepresentable. 2020-08-07 14:20:08 -07:00
Simon Michael
108c548240 journal: when an account alias contains a bad regexp, show details
lib: accountNameApplyAliases, accountNameApplyAliasesMemo are now
total
2020-08-06 15:27:40 -07:00
Simon Michael
3f55c23603 ;review, tag all error calls with an easier to find PARTIAL: comment (#1312) 2020-08-05 16:08:33 -07:00
Simon Michael
242c05fc9a lib, journal: parseQuery, modifyTransactions are now total (#1312)
modifyTransactions now also requires a reference date, for parsing queries.
Relative dates are now permitted in auto posting rules.
2020-08-05 13:44:04 -07:00
Stephen Morgan
08ad220448 lib: In quarterdatespanp, use yearp and allow uppercase Q. 2020-08-04 09:10:53 -07:00
Henning Thielemann
9c9701fe7d lib: quarterdatespanp (fixes #1247) 2020-07-31 17:37:41 -07:00
Henning Thielemann
ccac09fb1b lib: doubledatespanp: fix and re-enable doctest 2020-07-31 17:37:41 -07:00
Stephen Morgan
ffb5cf0773 lib: Ensure parsed years have at least 4 digits. 2020-07-31 17:22:27 -07:00
Stephen Morgan
7b9f9ae49c lib: Refactor reportingintervalp to be more compact and do less backtracking. 2020-07-31 17:22:27 -07:00
Stephen Morgan
696d9c73b0 lib: Remove unnecessary try in parsers, replace unnecessary string' with string, rewrite some parsers in applicative style. 2020-07-31 17:22:27 -07:00
Dmitry Astapov
a82c383370 lib: disallow tabs in simplecommoditysymbolp (fixes #1301) 2020-07-28 15:33:47 -07:00
Stephen Morgan
081ee390ab lib: Change skipMany spacenonewline to takeWhileP Nothing isNonNewlineSpace. 2020-07-22 14:58:53 -07:00
Simon Michael
e4f8b80d3b ;journal: account types: fix detection of Cash as an Asset, add tests 2020-07-17 10:02:14 -07:00
Simon Michael
fd9171df07 journal: account types: add Cash, tweak fallback regexp, rewrite docs 2020-07-17 08:02:12 -07:00
Stephen Morgan
30f02b0882 lib: account name clipping takes Maybe Int as depth. 2020-07-17 07:41:27 -07:00
Stephen Morgan
dc076b0d5b lib: Use text library functions for stripping. 2020-07-16 10:03:25 -07:00
Stephen Morgan
ed99aea7d5 lib: Introduce takeEnd to get rid of some reverse . take n . reverse. 2020-07-16 10:03:25 -07:00
Simon Michael
bf2fe3d88e ;lib: valuation debug output note 2020-07-14 10:21:45 -07:00
Stephen Morgan
fd729beabf lib: Work around hiding deprecation warnings, don't traverse zeros twice in normaliseHelper. 2020-07-10 12:18:51 -07:00
Stephen Morgan
ee3ed6acdf lib: Simplify and speed up amountLooksZero. 2020-07-10 12:18:51 -07:00
Stephen Morgan
99b74dc389 lib: Refactor sortAccountTreeByAmount 2020-07-10 09:08:03 -07:00
Simon Michael
4b9a76068f lib: spanStartYear, spanEndYear, spanYears DateSpan helpers 2020-07-09 12:52:40 -07:00
Simon Michael
44c3eb1904 add a color argument to most amount show helpers, drop cshow variants
This is an API change, but it seems better than having additional
colour-supporting variants and trying to avoid duplicated code.
I stopped short of changing showAmount, so cshowAmount still exists.
2020-07-05 06:59:16 -07:00
Simon Michael
2739a70a38 balcmds: elide amounts with 3 or more commodities, unless --no-elide
Multicolumn balance reports showing many commodities tend to become
unreadably wide, especially in tree mode. Now by default we show at
most two commodities, and a count of the rest if there are more than
two. This should help keep reports somewhat readable by default.
2020-07-05 06:59:16 -07:00
Stephen Morgan
c811ea4c7b lib, cli, ui, web: intopt and friends now make sure their arguments fit
inside bounds.
2020-07-03 12:35:51 -07:00
Simon Michael
765fb732c9 debug: move command parsing debug output down to level 8 2020-07-03 11:37:01 -07:00
Simon Michael
6cc896a8fe debug: show aliasing and auto postings with other reading (level 7) 2020-07-03 11:30:52 -07:00
Stephen Morgan
015492553e lib: Move unifyMixedAmount to Hledger.Data.Amount, make it return Maybe Amount, export it. 2020-06-24 10:24:11 -07:00
Stephen Morgan
b3cd865786 lib: Add fortnightly as a synonym for biweekly. 2020-06-23 06:48:20 -07:00
Stephen Morgan
7a74fc4f21 lib: Elide account if more components are dropped than exist. 2020-06-22 13:41:22 -07:00
Simon Michael
e3cae4aadc valuation: implement new --infer-value flag & semantics (#1239, #1253) 2020-06-19 14:40:20 -07:00
Simon Michael
467210c796 ;valuation: refactor, update, clean up 2020-06-19 14:40:20 -07:00
Simon Michael
684cb45e1a tweak debug levels, document some guidelines
Beginnings of a project-wide policy for what output to show at
each debug level, for now. Later we'll want more flexibility,
eg filtering by topic.
2020-06-14 17:17:09 -07:00
Simon Michael
6e36ede9aa ;valuation: refactor 2020-06-14 15:48:16 -07:00
Simon Michael
c8773854f0 ;doc: valuation: more cleanup 2020-06-13 12:41:02 -07:00
Simon Michael
4bf4c62181 journal: default valuation commodity from P only, take 2 (#1239, #1253) 2020-06-13 09:50:36 -07:00
Simon Michael
03b4b2dedc journal: default valuation commodity comes from P directives only (#1239, #1253) 2020-06-12 21:25:38 -07:00
Simon Michael
c59565ca5b ;fix Json.hs with old GHCs 2020-06-06 15:33:04 -07:00
Simon Michael
b50c3a694c ;lib: note issue with Journal's JSON 2020-06-06 12:54:58 -07:00
Simon Michael
b86ced5ee9 lib: replace jsonPrettyText with toJsonText in Hledger.Data.Json 2020-06-06 12:54:58 -07:00
Stephen Morgan
be25fe360e lib: Parser now accepts .. as a synonym for to in date ranges. 2020-06-04 19:30:42 -07:00
Stephen Morgan
2f71da8838 lib: More consistent period formatting. 2020-06-04 19:30:42 -07:00
Dmitry Astapov
cbf4029b8b lib: test for issue with sign checking code + fix 2020-06-01 15:17:15 -07:00
Simon Michael
97f2235bca ;lib: refactor amount cost functions
Rename costOfAmount -> amountCost, costOfMixedAmount -> mixedAmountCost,
drop amountToCost, mixedAmountToCost.
2020-05-31 15:48:08 -07:00
Simon Michael
660ba7e1d9 lib: clarify zero-checking function names
isZeroAmount                -> amountLooksZero
isReallyZeroAmount          -> amountIsZero
isZeroMixedAmount           -> mixedAmountLooksZero
isReallyZeroMixedAmount     -> mixedAmountIsZero
isReallyZeroMixedAmountCost dropped
2020-05-29 18:57:22 -07:00
Simon Michael
1087e790cf ;lib: refactor transactionCheckBalanced 2020-05-29 17:57:10 -07:00
Simon Michael
7bcc205622 lib: drop transactionPostingBalances 2020-05-29 17:33:53 -07:00
Simon Michael
0a5fa33f9d split more long transaction balancing errors into lines; refactor 2020-05-29 16:31:15 -07:00
Simon Michael
924ec1c98d journal: clearer transaction balancing errors; refactor
As mentioned by netvor on IRC, the unbalanced transaction error was
not too clear when postings all have the same sign.

Some other wording has been clarified, and the main error message is
now shown on multiple lines for readability (at the cost of
predictability/grepability..)

There's also a probably unnoticeable change: selecting which parts of
the error to show is now based on display precisions (reusing the
balanced check logic), rather than original precisions.
2020-05-29 16:07:58 -07:00
Simon Michael
61264cfdc0 lib: isNegativeMixedAmount handles all-negative multi-comm. amounts 2020-05-29 13:07:02 -07:00
Simon Michael
e6f9f09b41 ;lib: refactor, consolidate, add transactionCheckBalanced 2020-05-29 11:57:48 -07:00
Simon Michael
e1ddfc3a1b lib: also infer market prices from transactions, like Ledger (#1239) (WIP) 2020-05-25 17:45:31 -07:00
Simon Michael
10f8dc84a5 period expressions: allow "until", like Ledger (synonym for "to") 2020-04-08 14:26:38 -07:00
Pavan Rikhi
f574b782fa Fix Documentation for journalExpenseAccountQuery 2020-03-22 17:17:06 -07:00
Simon Michael
21fdcec6b7 journal: inclusive balance assignments now work (#1207) 2020-03-05 13:38:19 -08:00
Simon Michael
f18c74fff7 ;journal: a test for inclusive balance assignment, disabled (#1207)
[ci skip]
2020-03-05 11:19:04 -08:00
Simon Michael
5ed6fe586a ;refactor transaction balancing/checking (#1207) 2020-03-05 11:18:59 -08:00
Stephen Morgan
e0dde6fe57 lib: Remove non-law-abiding Monoid instance for Journal. 2020-03-02 12:45:30 -08:00
Stephen Morgan
702c958487 lib: Replace some utility functions with library functions. 2020-03-02 12:45:30 -08:00
Simon Michael
04fb132496 ;doc: draft changelogs
[ci skip]
2020-03-01 16:44:28 -08:00
Simon Michael
43c55bf4ea ;lib: add YYYY.MM.DD to parsedate/parsedateM helpers
For a bit more consistency with simple dates. And document better.
2020-02-27 10:57:55 -08:00
Simon Michael
a33a9d61c2 json: use a simpler, more consumable number representation (#1195)
Amounts in JSON are now rendered as simple Numbers with up to 10
decimal places, instead of Decimal objects which would in some cases
have 255 digits, too many for most JSON parsers to handle.
A provisional fix, see the comment in Json.hs for more detail.
2020-02-26 11:48:09 -08:00
Simon Michael
7f16d23898 ;refactor: extract --value=then error message 2020-02-24 17:49:53 -08:00
Simon Michael
86ffef1057 ;doc:journal: edits, Amount display format -> Amount display style (#1187)
Drop occasional use of "display format", prefer "display style".

[ci skip]
2020-02-11 10:23:52 -08:00
Simon Michael
e4a0bdff8d journal: default commodity (D) limits display precision too (#1187)
D directives are now fully equivalent to commodity directives for
setting a commodity's display style. (Previously it was equivalent to
a posting amount, so it couldn't limit the number of decimal places.)
When both kinds of directive exist, commodity directives take precedence.
When there are multiple D directives in the journal, only the last one
affects display style.
2020-02-11 09:47:26 -08:00
Simon Michael
1741b607e2 lib: more cleanup of amount canonicalisation helpers (#1187)
Stop exporting journalAmounts, overJournalAmounts, traverseJournalAmounts.
Rename journalAmounts helper to journalStyleInfluencingAmounts.

D directives are now a little better at influencing amount
canonicalisation, eg in the updated test case.
2020-02-11 09:23:04 -08:00
Simon Michael
926b01f2eb ;lib: try to clarify this amount traversing stuff (#1187) 2020-02-11 08:34:22 -08:00
Simon Michael
aa96b41efe print, register: add --value=then, valuing at each posting's date
Currently this will give an error with other kinds of report.
2020-02-10 08:20:39 -08:00
Jakob Schöttl
50acfc9119 Fix documentation, make ISO date format standard in some places 2020-02-09 07:26:54 -08:00
Simon Michael
e0a46a6523 ;lib: update doctests for ISO 8601 date output
[ci skip]
2020-02-03 08:03:44 -08:00
Simon Michael
5f7ae2ced6 ;lib: Amount: export mixedAmountStripPrices 2020-01-22 11:57:42 -08:00
Simon Michael
64546cd54a lib: export mapMixedAmount 2020-01-20 18:01:33 -08:00
Jakob Schöttl
c7a88b50fb Fix timeclock format parsing
Fix presumably copy-paste errors

timeclock format has only timeclock lines or empty/comment lines

Update test format to v3, add new tests

Throw error on unexpected clock codes in timeclock format

Fix missing case in pattern matching
2020-01-12 13:17:36 -08:00
Brian Wignall
ab12ff916f Update "showPeriod" to use yyyy-mm-dd formatting 2020-01-07 15:58:54 -08:00
Brian Wignall
00eb0b3c8f Make "stack test" pass again 2020-01-07 15:58:22 -08:00
Brian Wignall
35481a665b Change Date output to yyyy-mm-dd 2020-01-07 15:58:22 -08:00
Stephen Morgan
74778efcf5 Use nubSort instead of nub . sort. 2020-01-04 08:31:10 -08:00
Stephen Morgan
38904372b2 Calculate MultiReportBalance columns more efficiently.
Only calculate posting date once for each posting, and calculate their
columns instead of checking each DateSpan separately.
2020-01-03 16:11:46 -08:00
Simon Michael
0b734be445 ; silence safe 0.3.18's deprecation warnings for now
(max|min)imum(By)?Def are being replaced by (max|min)imumBound(By)?
but the old functions have the semantics I want and
I don't understand the new ones yet.
This can hide other deprecation warnings in this file,
and presumably the old functions will be removed later,
so this is temporary.
Cf https://github.com/ndmitchell/safe/issues/26
2019-12-28 15:52:32 -08:00
Simon Michael
c5537cedb5 ;lib: drop more unnecessary toJSON calls 2019-12-27 15:49:42 -08:00
Simon Michael
7fa7ccc033 ToJSON instances for all (?) remaining data types, up to Ledger 2019-12-16 17:17:00 -08:00
Simon Michael
46d516e7a3 move JSON instances from hledger-web to hledger-lib 2019-12-16 17:17:00 -08:00
Simon Michael
c759c9b3de ;lib: fix some more warnings in Transaction 2019-12-09 06:08:03 -08:00
Simon Michael
13e6c7dfdf lib: drop "assertion" alias for nullassertion
Perhaps we'll stick with the null* convention. Fixes a warning in Transaction.hs.
2019-12-09 06:08:03 -08:00
Simon Michael
a0b92e02b9 Revert "remove old fail compatibility imports that are obsolete ?"
They are needed with ghc <8.4, not for fail but for <> I think.
Try cleaning up again another time.
This reverts commit 318ce7eb07.
2019-12-01 11:32:51 -08:00
Simon Michael
318ce7eb07 remove old fail compatibility imports that are obsolete ? 2019-12-01 08:31:50 -08:00
Simon Michael
279e9624ed ;lib: clarify docs for setFullPrecision, setNaturalPrecision 2019-11-30 16:56:45 -08:00
Simon Michael
2b2a0b3cf8 ;tests: use "test" alias for testCase everywhere
Easier to type and read, and a little clearer to my eyes;
"testCase" implies a single case, but it can contain many assertions.
2019-11-28 15:33:33 -08:00
Simon Michael
b36f6df110 tests: port all unit tests to tasty, second pass (#1090)
Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.

Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
2019-11-27 13:17:34 -08:00
Simon Michael
13a3542464 tests: port all unit tests to tasty, first cut (#1090)
easytest is not actively maintained and requires an old version of
hedgehog which does not support base-compat 0.11 & ghc 8.8.

This is still using the old easytest helpers, and not displaying test
names properly.
2019-11-27 12:43:43 -08:00
Simon Michael
3f0892556d ;lib: clarify choiceopt doc 2019-11-23 13:03:26 -08:00
Mykola Orliuk
2a36ac0d62 ;lib: fix doctest for RawOptions 2019-11-19 20:43:19 +01:00
Mykola Orliuk
5287fe671b ;all: hide RawOpts internals
This way we can ensure we always use only functions from RawOptions.
2019-11-18 17:38:39 -08:00
Simon Michael
68b1cacf0f lib: refactor, prepare to drop showTransactionUnelided functionality
It seems we don't use it at all, and ony says it's not robust with
prices either.

Merge remote-tracking branch 'ony/chores/drop-elide-in-showTransaction'
2019-11-18 17:27:30 -08:00
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
Mykola Orliuk
aca214b0ac lib: drop amount elision in showing last posting
This behavior is highly depends on journal. If we want to re-introduce
it we'd better re-consider how transaction entry can be "simplified".
I.e. besides dropping last amount we may drop prices that can be assumed
implicitly.
Note that there is no need to knit it into showTransaction since it
easily achievable with pre-processing (similar to implicit balances
etc).
2019-11-16 12:53:07 +01:00
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
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
Dmitry Astapov
568cb32677 lib: more runPeriodicTransaction tests (lifted from #1085 and spanIntervalIntersect) 2019-09-11 16:09:28 -07:00
Dmitry Astapov
cf4029a5ed lib: fix generation of periodic transactions with days/months/... repeat 2019-09-11 16:09:28 -07:00
Simon Michael
499e20c0b2 lib, cli, ui: start using Control.Monad.Fail, allow base-compat 0.11
fail is moving out of Monad and into it's own MonadFail class.
This will be enforced in GHC 8.8 (I think).

base-compat/base-compat-batteries 0.11.0 have adapted to this,
and are approaching stackage nightly
(https://github.com/commercialhaskell/stackage/issues/4802).

hledger is now ready to build with base-compat-batteries 0.11.0, once
all of our deps do (eg aeson). We are still compatible with the older
0.10.x and GHC 7.10.3 as well.

For now we are using both fails:

- new fail (from Control.Monad.Fail), used in our parsers, imported
  via base-compat-batteries Control.Monad.Fail.Compat to work with
  older GHC versions.

- old fail (from GHC.Base, exported by Prelude, Control.Monad,
  Control.Monad.State.Strict, Prelude.Compat, ...), used in easytest's
  Test, since I couldn't find their existing fail implementation to update.

To reduce (my) confusion, these are imported carefully, consistently,
and qualified everywhere as Fail.fail and Prelude.fail, with clashing
re-exports suppressed, like so:

import Prelude hiding (fail)
import qualified Prelude (fail)
import Control.Monad.State.Strict hiding (fail)
import "base-compat-batteries" Prelude.Compat hiding (fail)
import qualified "base-compat-batteries" Control.Monad.Fail.Compat as Fail
2019-09-08 17:13:47 -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
095badd7f9 ;fix doctests 2019-08-31 17:15:48 -07:00
Simon Michael
5925808108 lib, web: unhide exports, fix build 2019-08-19 12:30:54 +01:00
Simon Michael
11519744d8 ;lib: Valuation: hide some exports 2019-08-19 11:59:32 +01:00
Simon Michael
62e96b1b20 ;lib: move PriceGraph, PriceOracle, ValuationType to Valuation.hs 2019-08-19 02:21:30 +01:00
Simon Michael
1cbbe8f43d memoise market valuation, making it fast (#999) 2019-08-19 02:16:39 +01:00
Simon Michael
7177f533b2 ;lib: pricesAtDate: refactor 2019-08-01 18:31:39 +02:00
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
02ed4f5d04 ;lib: intervalFromRawOpts: replace undefined with an error message 2019-07-25 10:46:45 +01:00
Simon Michael
35799142dd
Merge pull request #914 from simonmichael/rule-tags
tags for matching rule-generated txns and postings
2019-07-17 18:38:14 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +01:00
Simon Michael
6b61d1e0f1 ;lib: move transactionNote/Payee to Transaction.hs 2019-07-15 08:22:16 +01:00
Simon Michael
6f2f8d7638 ;deps: a better fix for nubSortBy with ghc 7.10, 8.0
nubSortBy and nub . sortBy are not equivalent, it seems.
I didn't notice the failing valuation func tests.
2019-07-13 00:13:33 -07:00
Simon Michael
ec310aea73 ;lib: avoid nubSortBy which breaks ghc 7, 8.0 builds 2019-07-12 15:21:57 -07:00
Simon Michael
33d03284c3 ;valuation: more tests; document default amount style issue
[ci skip]
2019-06-17 08:19:23 -07:00
Simon Michael
2da50875ee lib: setNaturalPrecisionUpTo 2019-06-14 19:04:09 -07:00
Simon Michael
5cb334514c ;lib: rename setMinimalPrecision -> setNaturalPrecision 2019-06-14 19:04:09 -07:00
Simon Michael
69defd497f ;lib: refactor: Data.Prices -> Data.Valuation 2019-06-14 19:04:09 -07:00
Simon Michael
83030a09de ;lib: Prices: refactor 2019-06-14 19:04:09 -07:00
Simon Michael
e664fab956 lib: try to simplify, use just one price graph (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
dd5afbb6fe ;doc, debug output tweaks (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
6a62bd6437 web, api: update for MarketPrice/PriceDirective change 2019-06-13 15:50:01 -07:00
Simon Michael
ce0354ddbe lib: -X/--exchange now supports indirect price chains (#131)
Adds fgl as a dependency.
2019-06-13 15:50:01 -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
50a52dd467 lib: --value can select commodity (via direct/reverse prices) (#131) 2019-06-13 15:50:01 -07:00
Caleb Maclennan
18e19b9ad2 ;tests: normalize tests, examples, and docs using 2spcs before comments 2019-06-13 12:12:21 -07:00
Caleb Maclennan
8f3e5f9d3b ;print: differentiate posting indent (4spc) and pre-comment space (2spc)
Co-authored-by: Simon Michael <simon@joyful.com>
2019-06-13 12:12:21 -07:00
Simon Michael
88f3f6fc41 print: also canonicalise balance assertions' amount style (fix #1042) 2019-06-09 17:39:46 -07:00
Simon Michael
42ce95aaef ; refactor: centralise valuation logic #131 2019-05-31 15:29:09 -07:00
Simon Michael
69d72e8c48 ;refactor amountValue 2019-05-25 05:34:29 -07:00
Simon Michael
34a0ad00b1 ;lib: encapsulate Prices db 2019-05-25 05:29:34 -07:00
Simon Michael
37c0edb1f9 lib: drop postingValueAtDate 2019-05-23 21:55:18 -07:00
Simon Michael
4a75971c6d lib: postingTransformAmount, postingToCost, postingValue 2019-05-23 21:55:17 -07:00
Simon Michael
e5cb082fb5 lib: amountToCost, mixedAmountToCost 2019-05-23 13:11:34 -07:00
Simon Michael
f999bf78e6 opts: new -B/--cost, -V/--market, --value flags (#329) 2019-05-23 13:11:20 -07:00
Simon Michael
74e653bfbc ;lib: declare Period exports 2019-05-06 11:52:10 -07:00
Simon Michael
629b590de1 ;lib: cleanup 2019-05-05 10:38:13 -07:00
Simon Michael
76542458e6 lib: mapJournalTransactions, mapJournalPostings, mapTransactionPostings 2019-05-05 10:35:49 -07:00
Simon Michael
5a13bc632d ;clarify ledgerFromJournal doc 2019-05-05 10:09:40 -07:00
Simon Michael
66b1599058 ;lib: postingsReport cleanup 2019-05-04 17:09:16 -07:00
Simon Michael
ebf5ed93f2 valuation: more thorough --value-at; document status (#329, #999)
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.

When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
2019-05-03 12:24:02 -07:00
Simon Michael
6626778012 lib: amountValue, commodityValue doc cleanups 2019-04-26 12:08:31 -07:00
Simon Michael
c23fc8b671 speed up -V/--value by converting reports, not the journal (#999)
Instead of converting all journal amounts to value early on, we now
convert just the report amounts to value, before rendering.

This was basically how it originally worked (for the balance command),
but now it's built in to the four basic reports used by print,
register, balance and their variants - Entries, Postings, Balance,
MultiBalance - each of which now has its own xxValue helper.

This should mostly fix -V's performance when there are many
transactions and prices (the price lookups could still be optimised),
and allow more flexibility for report-specific value calculations.

+------------------------------------------++-----------------+-------------------+--------------------------+
|                                          || hledger.999.pre | hledger.999.1sort | hledger.999.after-report |
+==========================================++=================+===================+==========================+
| -f examples/1000x1000x10.journal bal -V  ||            1.08 |              0.96 |                     0.76 |
| -f examples/2000x1000x10.journal bal -V  ||            1.65 |              1.05 |                     0.73 |
| -f examples/3000x1000x10.journal bal -V  ||            2.43 |              1.58 |                     0.84 |
| -f examples/4000x1000x10.journal bal -V  ||            4.39 |              1.96 |                     0.93 |
| -f examples/5000x1000x10.journal bal -V  ||            7.75 |              2.99 |                     1.07 |
| -f examples/6000x1000x10.journal bal -V  ||           11.21 |              3.72 |                     1.16 |
| -f examples/7000x1000x10.journal bal -V  ||           16.91 |              4.72 |                     1.19 |
| -f examples/8000x1000x10.journal bal -V  ||           27.10 |              9.83 |                     1.40 |
| -f examples/9000x1000x10.journal bal -V  ||           39.73 |             15.00 |                     1.51 |
| -f examples/10000x1000x10.journal bal -V ||           50.72 |             25.61 |                     2.15 |
+------------------------------------------++-----------------+-------------------+--------------------------+

There's one new limitation, not yet resolved: -V once again can pick a
valuation date in the future, if no report end date is specified and
the journal has future-dated transactions. We prefer to avoid that,
but reports currently are pure and don't have access to today's date.
2019-04-23 17:39:01 -07:00
Simon Michael
9ac1d7869b lib: journalStartDate, journalEndDate 2019-04-23 13:58:32 -07:00
Simon Michael
168edb910e lib: try a single filter again to speed up -V; simplify a bit (#999)
There was no speedup, in fact.
2019-04-22 16:38:42 -07:00
Simon Michael
028303acd7 lib: speed up -V by sorting market prices just once (#999)
-V is still quite a bit slower than no -V, but not as much as before:

+===========================================================++=======+
| hledger.999.pre -f examples/10000x10000x10.journal bal    ||  5.20 |
| hledger.999.pre -f examples/10000x10000x10.journal bal -V || 57.20 |
| hledger.999 -f examples/10000x10000x10.journal bal        ||  5.34 |
| hledger.999 -f examples/10000x10000x10.journal bal -V     || 17.50 |
+-----------------------------------------------------------++-------+
2019-04-20 13:12:53 -07:00
Simon Michael
16157bc711 lib, web: tweaks to keep building with GHC 7 2019-03-01 15:07:17 -08:00
Simon Michael
420eef4a40 lib: fix some transaction balancing cases
I needed to be more careful about ordering, as johannesgerer's original
code was, and the tests missed it. I think I have it now.
Found the PR whose code I have been reworking, it was #438.
2019-02-21 16:50:32 -08:00
Simon Michael
ca565795ad lib: transaction, [v]post*, balassert* constructors, for tests etc. 2019-02-21 16:20:04 -08:00
Simon Michael
0bc16d4af6 lib, cli, web: rename porigin -> poriginal 2019-02-20 20:23:54 -08:00
Simon Michael
ba850f3871 lib: more transaction balancing/assertions/assignments cleanup 2019-02-20 09:14:30 -08:00
Simon Michael
8789a442a8 lib: inclusive balance assertions (=* and ==*) 2019-02-20 09:14:30 -08:00
Simon Michael
3b47b58aec lib: clarify transaction balancing & balance assertion checking 2019-02-20 09:14:30 -08:00
Simon Michael
bc7a1476ed refactor: lib: hlint cleanups 2019-02-14 05:15:49 -08:00
Simon Michael
03877057fb refactor: cli: commands: hlint clean 2019-02-14 05:15:49 -08:00
Simon Michael
226add41d3 lib: slight cleanup (spelling, hlint)
[ci skip]
2019-02-14 05:15:49 -08:00
Simon Michael
9e3cdef1e9 lib: balance assertion docs (#290)
[ci skip]
2019-02-13 15:52:07 -08:00
Simon Michael
d6e075dacd refactor journalModifyTransactions, modifyTransactions
API changes:

Hledger.Data.TransactionModifier
-transactionModifierToFunction
+modifyTransactions

Hledger.Read.Common.applyTransactionModifiers -> Hledger.Data.Journal.journalModifyTransactions
2019-02-01 11:31:04 -08:00
Simon Michael
a61216ac3c journal: allow account types to be set with a type: tag 2019-01-18 16:40:35 -08:00
Simon Michael
763903ebda journal: save account directives' comments, tags, declaration order 2019-01-18 16:40:35 -08:00
Simon Michael
90bf354566 lib: allow more account directive info in Account records 2019-01-18 16:40:35 -08:00
Simon Michael
9e4b302af7 lib: setFullPrecision, setMinimalPrecision (#941) 2019-01-16 14:45:50 -08:00
Simon Michael
70b11ed0a4 journal: make balance assertions exact again (#941)
Going with option 1b from the issue: calculated and asserted amounts
are compared exactly, disregarding display precision.
But now balance assertion failure messages show those exact amounts at
full precision, avoiding confusion.
2019-01-08 16:51:11 +00:00
Simon Michael
c331be7f23 journal: clarify balance assertion/display precision more (#941) 2019-01-06 22:17:20 +00:00
Simon Michael
187fcf75ed journal: clarify balance assertion/display precision interaction
Surprisingly, balance assertions were checking to maximum precision,
which meant it was possible, with a display-precision-limiting
commodity directive, to have a failing assertion with the error
message showing asserted and actual amounts that looked the same.

Now we round the calculated account balance (but not the asserted
balance) to display precision before comparing. This should ensure
assertions always behave as you would expect from visual inspection.
2019-01-06 08:30:54 +00:00
Simon Michael
72eb48bb29 lib: clarify checkBalanceAssertion etc. 2019-01-06 08:24:07 +00:00
Simon Michael
6f36702141 lib: rename, reposition tprecedingcomment field 2019-01-05 07:35:54 +00:00
Simon Michael
cd1455e9ea lib: note aquantity zero with AUTO amounts 2019-01-05 07:35:54 +00:00
Simon Michael
5908414d77 lib: amultiplier -> aismultiplier 2019-01-05 07:35:54 +00:00
Simon Michael
3b0cb701ac lib: reorder Amount fields for clearer debug output 2019-01-05 07:35:54 +00:00
Jesse Rosenthal
11a5809c5c journal: improve unassignable error. 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
07d0a003a3 journal: fill unassignable list from account names. 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
597b1b8ccd journal: check assignments against unassignable list 2018-12-02 13:29:00 -08:00
Jesse Rosenthal
ff455689a3 journal: add new state field for unassignable accounts
This should eventually include accountnames from transaction
modifiers (if `--auto` is enabled), or periodic transactions (if
`--forecast` is enabled).
2018-12-02 13:29:00 -08:00
Simon Michael
df775326d9 lib: add disabled test for proposed #931 solution 2018-11-29 13:44:38 -08:00
Simon Michael
6d0ee6a590 lib: clarify what postingsAsLines does (#931) 2018-11-29 13:32:59 -08:00
Simon Michael
e06e300446 lib: try to pin down what isTransactionBalanced does (#931) 2018-11-29 13:14:49 -08:00
Simon Michael
b00aa32d7b journal: txn modifier multipliers multiply total-priced amounts (#928)
A different approach: instead of converting to unit prices and fiddling
with the display precision, just multiply the total prices by the same
multiplier (and keep them positive).

This seems a little more natural. I'm not sure if one of these will be
more robust than the other.
2018-11-13 17:50:30 -08:00