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473 Commits

Author SHA1 Message Date
Julien Moutinho
c65fea2b4b lib: fix combineJournalUpdates folding order 
NOTE: this is important to correctly build JournalContext
NOTE: currently a list reverse must done at the end,
      maybe using a Data.Queue would be more efficient.
 2014-12-11 04:37:10 +01:00
Simon Michael
d352bbedd2 cli: with a repeated flag, the last takes precedence 
This is helpful eg for customising your reporting command aliases on the fly.
 2014-12-04 12:41:47 -08:00
Simon Michael
bd39e5df99 showDateSpan: handle boundary-crossing 1-day spans 
Eg recognise that 2014/11/30-2014/12/1 can be abbreviated to
2014/11/30d, similarly 2014/12/31-2015/1/1. Doesn't handle feb 29th
correctly, so eg 2000/2/28-2000/3/1 is wrongly abbreviated to
2000/2/28d.
 2014-12-03 18:18:05 -08:00
Julien Moutinho
cf28985cf2 lib: move from Text.ParserCombinators.Parsec to Text.Parsec 
NOTE: required to use liftIO in includedirective
SEE: http://www.vex.net/~trebla/haskell/parsec-generally.xhtml#IO
 2014-11-20 10:08:30 +01:00
Simon Michael
23fb4ffd84 export failIfInvalidMonth/Day (fixes #216) 2014-10-30 07:58:15 -07:00
Simon Michael
d25fe21834 apply all matching account aliases, not just one directive and one option 2014-10-29 08:20:27 -07:00
Simon Michael
e892fdc6d5 parsing: aliases now match by regular expression 
alias match patterns (the part left of the =) are now case-insensitive
regular expressions matching anywhere in the account name. The
replacement string (the part right of the =) can replace multiple
matches within the account name. The replacement string does not yet
support any of the usual syntax like backreferences.
 2014-10-24 15:05:10 -07:00
Simon Michael
7f6cf1f849 balance, register, register-csv: depth 0 shows summary items (#206) 
Previously, a depth:0 query produced an empty report (since there are no
level zero accounts). Now, it aggregates all data into one summary item
with account name "...".

This makes it easier to see the kind of data Gwern was looking for from
register-csv (net worth over time). Eg this shows one line per month
summarising the total of assets and liabilities:

hledger register-csv -- -MHE ^assets ^liabilities depth:0

Single and multi-column balance reports behave similarly.
 2014-10-19 17:53:20 -07:00
Simon Michael
e8a58d9388 cli: add a hidden --version+ flag showing number representation (#118) 2014-10-18 12:35:58 -07:00
Simon Michael
3b70362525 switch to Decimal for representing quantities (closes #118) 
hledger has represented quantities with floating point (Double) until
now.  While this has been working fine in practice, the time has come to
upgrade our number representation to something more principled: Decimal,
for now. As a bonus, this brings a ~30% speed boost to most reports.

We'll keep the old representation(s) around for a while, selectable via
hledger-lib cabal flag, for research/testing/benchmarking purposes. To
build with the old Double representation: cabal install -fdouble
hledger-lib hledger hledger-web
 2014-10-18 12:33:31 -07:00
Simon Michael
e888be0bf4 clarify similarAmountsOp doc 2014-10-18 10:45:17 -07:00
gwern
d1618aaca8 strip trailing whitespace from all Haskell files 2014-10-14 18:48:24 -07:00
Simon Michael
aa85e786b9 register: describe datespans briefly, like balance 
Eg instead of 2014/01/01 - 2014/01/31, show 2014/01, as in a multicolumn
balance report. The data model is not very elegant, but works for now.
 2014-08-08 07:34:11 -07:00
Simon Michael
a0010a294f cli: smart dates must use a consistent separator 
Along with the preceding commits, this means that date:2014-8/1 is now
parsed as 2014/01/01-2014/08/01 as intended, not 2014/08/01.
 2014-08-08 07:21:02 -07:00
Simon Michael
632dee668d parse period expressions and date: more strictly 
Period expressions and date: query terms must now be parseable all the
way to their end; we won't ignore unparseable trailing bits.
 2014-08-08 07:21:02 -07:00
Julien Moutinho
a6190420b2 data: add source location to transactions 2014-08-07 16:38:44 +02:00
Simon Michael
40ab1e17f6 amounts cleanups, and support zeros with commodity 2014-07-28 18:45:13 -07:00
Simon Michael
1333b2650a more showDateSpan cleanup 2014-07-26 17:07:36 -07:00
Simon Michael
a7f7c3181f balance: show compact headings for common intervals 
In periodic multicolumn balance reports, column headings now show a more
compact description of common periods (years, half-years, quarters,
months, weeks) for better readability and screen space efficiency.
 2014-07-26 16:54:18 -07:00
Simon Michael
f2d9c6e9c1 web: more register chart improvements 
- show a background color for future and less-than-zero regions
- show points for transactions, not all line corners
- hovering over point shows balance, date, posted amount and transaction
- clicking a point scrolls towards that date
 2014-07-18 16:45:46 -07:00
Simon Michael
b3da48aaa0 identify the commodity in balance assertion errors 
Now that balance assertions are checking only a single commodity, it can
be confusing. Eg say all your amounts are in dollars, an assertion like
"= 0" checked the dollar balance in hledger 0.23 but always succeeds in
hledger 0.24. When an assertion fails, we now report which commodity was
checked to help troubleshooting.
 2014-07-17 15:23:03 -07:00
Simon Michael
19d42f8c99 clarify failed balance assertion message 2014-07-15 06:55:46 -07:00
Simon Michael
16f8b78305 balance: show multi-commodity amts on one line (fixes #186) 
To avoid totally breaking the layout of multicolumn balance reports when
there are multi-commodity balances, these are now rendered on a single
line, comma separated. Simple balance reports still use the old vertical
format for now.
 2014-07-03 07:45:55 -07:00
Simon Michael
c31710d942 look harder for decimal point & digit groups (fixes #196) 
Amount display styles have been reworked a bit; they are now calculated
after journal parsing, not during it. This allows the fix for #196:
we now search through the amounts until a decimal point is detected,
instead of just looking at the first one; likewise for digit groups.
Digit groups are now implemented with a better type.

Digit group size detection has been improved a little:
1000,000 now gives group sizes [3,4,4,...], not [3,3,...], and
10,000 gives groups sizes [3,3,...] not [3,2,2,..].
(To get [3,2,2,...] you'd use eg 00,00,000.)

There are still some old (or new ?) issues; I don't think we handle
inconsistent decimal points & digit groups too well. But for now all
tests pass.
 2014-07-02 23:26:16 -07:00
Simon Michael
330dfe6891 commodity & amount style parser cleanups, part 2 2014-07-02 17:41:33 -07:00
Simon Michael
9b4b85b4bf commodity & amount style parser cleanups 2014-07-02 11:23:30 -07:00
Simon Michael
8ae303f685 assert only a single commodity, like Ledger (fixes #195) 
This change means you can make assertions on a multi-commodity account
balance (asserting one commodity at a time). On the flip side, you can
no longer assert the complete balance of an account (new unexpected
commodities will not be detected.) We might restore that ability later,
using the == syntax.
 2014-07-02 07:35:06 -07:00
Simon Michael
0c3148ac7b add an --ignore-assertions flag 
Can be helpful when reading Ledger files, where assertions may have
different semantics; or for getting some answers from your journal
to help you fix your assertions.

Could be called --no-assertions, but this might create surprise when it
has an effect contrary to --no-new-accounts.

I had to add another flag throughout the parsers & journal read
functions, ok for now.
 2014-07-01 18:26:37 -07:00
Simon Michael
b22cb66319 refactor amount filtering helpers 2014-05-23 13:10:36 -07:00
Simon Michael
cf3d21afef csv and general reader fixes, cleanups 
- The CSV reader no longer writes a "(stdin).rules" file when reading
  from stdin.

- Selection of reader(s) is now smarter when input is coming from stdin.
  Previously, all readers were considered applicable for stdin.  This
  meant that when reading a CSV file from stdin, the journal and timelog
  readers were always tried first, and if the CSV file was unparseable,
  you'd see the first (journal) reader's error instead of the CSV
  reader's.  Now, the readers do some basic content sniffing when
  reading stdin, so it generally tries only the one right reader and
  we'll see the right errors.

- The read system now has more debug output.
 2014-05-09 17:55:32 -07:00
Simon Michael
88f18adbc4 show posting dates in debug output 2014-05-06 21:35:38 -07:00
Simon Michael
70ad5b26ff journal: really don't parse + before an amount as part of the commodity (fixes #181 harder) 2014-04-30 11:28:47 -07:00
Simon Michael
eeb48c86d1 default report dates come from secondary dates with --date2 2014-04-24 14:44:30 -07:00
Simon Michael
3ed82bd231 default report dates now include postings dated outside the transaction dates span 
journalDateSpan now looks at posting dates as well as transaction dates.
 2014-04-24 14:28:20 -07:00
Simon Michael
6af5e6fe06 note potentially useful interval algebra link 2014-04-19 11:45:47 -07:00
Simon Michael
1fca3e7472 orDatesFrom -> spanDefaultsFrom 2014-04-19 08:38:03 -07:00
Simon Michael
01e5a2245d clarify balance assertion error slightly 2014-04-16 14:45:41 -07:00
Simon Michael
0d1d3ed057 fix an error when running an addon with an argument containing a single quote 
More crazy quote engineering.. seems more robust than before.
 2014-04-15 11:45:30 -07:00
Simon Michael
020975555e clarify splitSpan function 2014-04-14 08:31:34 -07:00
Simon Michael
746f22458f fix a warning 2014-04-14 08:31:11 -07:00
Simon Michael
a761ae5b86 balance: support --date2 in multicolumn reports (cf #174) 2014-04-13 15:14:07 -07:00
Simon Michael
424db9a09e register: support --date2 with a report interval (fixes #174) 2014-04-13 14:57:40 -07:00
Simon Michael
029528519c remove out of date comment 2014-04-03 18:55:43 -07:00
Simon Michael
6a928a03a8 overhaul single- and multi-column balance reports 
Changes include:

- flat mode now shows exclusive (subaccount-excluding) balances.
  This is a deviation from ledger, but seems simpler and clearer
  for users and implementors across the various modes.

- in flat mode, --depth now aggregates deeper accounts at the
  depth limit, rather than just excluding them from the report.
  This is more useful.

- in flat mode, --empty no longer shows parent accounts with
  no postings.

- more tests, more debug output, clearer code
 2014-04-03 18:49:57 -07:00
Simon Michael
4dc61e76bf test and fix display of zero-balance leaves (fixes #170) 2014-04-03 18:49:57 -07:00
Simon Michael
cf254b0da3 show anumpostings in Account's show instance 2014-04-03 18:49:57 -07:00
Simon Michael
d21085cc6e an Account now knows how many postings it has 2014-04-03 18:49:57 -07:00
Simon Michael
2844333857 less debug output from some low-level functions 2014-04-03 18:49:57 -07:00
Simon Michael
f409f72899 force DateSpans to line-wrap better in debug output 2014-04-03 18:49:57 -07:00
Simon Michael
21575ed47b more verbose Amount debug output at level 6+ 2014-04-03 18:49:56 -07:00
Simon Michael
874c467789 briefer mixed amount debug output below level 3 2014-04-03 18:49:56 -07:00
Simon Michael
b69e6c6946 unused extensions 2014-03-28 16:23:40 -07:00
Simon Michael
882a9dbf1c cli, report & raw options cleanups 2014-03-25 19:03:56 -07:00
Peter Simons
6319ecd0b7 showDateSpan: remove redundant local definition of showDate 2014-03-22 12:03:00 +01:00
Peter Simons
a56231751f showDate: use '%0C' to get a two-digit century with time-1.4.0.1 or later 2014-03-22 12:02:22 +01:00
Simon Michael
712e6f1e36 register: fix tag: matching all sibling postings 2014-03-05 14:43:58 -08:00
Simon Michael
7291977e6f rename Format to StorageFormat 2014-03-02 13:37:10 -08:00
Simon Michael
dd2f293094 rename FormatString to OutputFormat 
It was going to be Format, but that clashes with file format. Press on.
 2014-03-02 13:33:56 -08:00
Simon Michael
6f49263c9b print: tag queries will match transactions whose postings contain the tag 2014-03-01 17:42:13 -08:00
Simon Michael
46d594bada balance, register now filter more strongly by sym: 2014-02-27 17:47:47 -08:00
Simon Michael
f87a68999f mention the often-overlooked 2-space rule in the too many missing amounts error 2014-01-24 15:28:37 -08:00
Simon Michael
d55f686f68 avoid a Text.Printf name collision with GHC 7.7+ (fixes #153) 2014-01-10 08:29:25 -08:00
Simon Michael
c53732a4af balance: new multi-column reports & documentation 
Two new multi-column balance report modes show ending balance per
period: `--cumulative`, starting from 0, and `--historical`, starting
from the historical starting balance.

The balance command's specification has been clarified and consolidated
in the Balance.hs haddock. Reports.hs has also had haddock updates. The
old AccountsReport type is now BalanceReport, still used by
single-column balance report. The new MultiBalanceReport type is used by
the multi-column reports.
 2013-12-07 05:43:31 -08:00
Simon Michael
13641eab66 debug level sets amount/journal show verbosity 
Amounts and journal values are often rendered too verbosely in debug
output, obscuring what's important. Here we try adjusting the level
of detail in the Show instance based on the global debug level.
Needs more work.
 2013-12-06 13:51:19 -08:00
Simon Michael
22a8020296 make most types instances of Data (and Typeable) 
This allows them to be pretty-printed with pprint (from data-pprint)
when debugging, and shouldn't have much impact otherwise.
 2013-12-06 13:19:43 -08:00
Simon Michael
7e06a6a24c balance: basic multi-column balance (change) reports 2013-09-26 15:06:48 -07:00
Simon Michael
671bb6c4a2 require data-pprint as a debugging aid and make some types compatible with it 2013-09-21 13:36:43 -07:00
Simon Michael
f9656a21af print: comment positions (same line or next line) are now preserved 2013-09-10 10:32:49 -07:00
Simon Michael
95f909543a fix a haddock failure reported by hydra 2013-06-01 13:55:34 -07:00
Simon Michael
c2fa4b3c21 parsing: make balance assertions more robust with different precisions (#119) 
Also note another issue.
 2013-06-01 13:39:00 -07:00
Simon Michael
6073b56b9e parsing: order postings first by date, then by parse order when checking balance assertions 2013-05-30 15:16:54 -07:00
Simon Michael
5685b3dc9c parsing: don't allow = in unquoted commodity symbols, fixes commodity-less balance assertion amounts 2013-05-30 15:15:38 -07:00
Simon Michael
87820705f5 parsing: after reading a journal file, check all balance assertions and continue only if they pass 2013-05-28 16:25:00 -07:00
Simon Michael
0be986fcb9 parsing: actually parse balance assertions 
Parser unit test is commented out until HTF tests are fixed.
 2013-05-28 16:22:30 -07:00
Simon Michael
616a25979a CSV reader version 2 with new rules syntax 
At long last. The main change is a new rules file format that aims to
be more powerful and more intuitive than v1 (hledger 0.19.x and older).
Existing rules files will need to be adapted manually to the new format.
 2013-03-29 22:56:55 +00:00
Simon Michael
7175c57992 reg: --related/-r flag to show other postings in the transaction 2012-12-22 00:24:38 +00:00
Simon Michael
552a15a1ba reg: --width/-w option to adjust register overall output width 2012-12-21 21:56:11 +00:00
Simon Michael
621a91807e rename actual/effective dates to primary/secondary 
The command-line flag is now --date2. Alternate spellings --effective and --aux-date
are accepted for compatibility.
 2012-12-06 04:43:41 +00:00
Simon Michael
7d1fce42fe refactor: dead code 2012-12-06 03:56:12 +00:00
Simon Michael
20e68f23a8 support effective dates on postings as well 
We now preserve all dates while reporting, instead of overwriting one with the other.
 2012-12-06 02:41:37 +00:00
Simon Michael
ccbc071289 more cleanup, fix duplicate tag display 2012-12-06 02:09:53 +00:00
Simon Michael
27621515ea bal, reg: use posting date if specified, clarify posting effective date not yet supported 2012-12-06 01:10:15 +00:00
Simon Michael
e75abc4625 parse posting dates, better comment/tag handling, begin using HTF for unit testing 2012-12-06 00:28:23 +00:00
Simon Michael
4aafeb32e6 refactor: clean up Posting construction 2012-12-06 00:03:07 +00:00
Simon Michael
8b4a99c4d5 79: convert: add a skip-lines directive (Magnus Henoch) 2012-11-18 18:21:52 +00:00
Simon Michael
79f0e98186 tools: fix haddock generation (web excluded) 2012-11-19 23:36:36 +00:00
Simon Michael
4248df5c6f clarify historical price field and tests 2012-11-20 00:27:43 +00:00
Simon Michael
1c6a7d8a6f rename the commodityless amount constructor to num 2012-11-20 02:22:20 +00:00
Simon Michael
45d4a38cc7 refactor: setAmountPrecision -> withPrecision 2012-11-19 23:24:04 +00:00
Simon Michael
64180b18ef refactor: clarify that price amounts have only a single commodity 2012-11-19 23:17:55 +00:00
Simon Michael
8c06553e3b refactor: make amount price a non-maybe, reducing noise 2012-11-19 22:39:08 +00:00
Simon Michael
4567e91409 refactor: move amount display settings out of commodity, simplify amount construction 2012-11-19 21:20:10 +00:00
Simon Michael
cbc7661703 87: fix an arithmetic and transaction balancing bug with multiple total-priced amounts 2012-11-12 16:31:43 +00:00
Simon Michael
1c1058be4e 70: ignore ledger's fixed lot price declarations 2012-11-17 02:40:27 +00:00
Simon Michael
5b9c5459be web: make hledger[-lib] compatible with all of yesod's language extensions 
Useful when building all of hledger-web at once.
 2012-11-14 17:25:02 +00:00
Simon Michael
00f22819ae balance report speedup 
This refactoring fixes an O(n^2) slowdown in the balance command with
large numbers of accounts. It's now speedy, and the implementation is
clearer. To facilitate this, the Account type now represents a tree of
accounts which can easily be traversed up or down (and/or flattened
into a list).

Benchmark on a 2010 macbook:

    +-------------------------------------------++--------------+------------+--------+
    |                                           || before:      | after:     |        |
    |                                           || hledger-0.18 | hledgeropt | ledger |
    +===========================================++==============+============+========+
    | -f data/100x100x10.journal     balance    ||         0.21 |       0.07 |   0.09 |
    | -f data/1000x1000x10.journal   balance    ||        10.13 |       0.47 |   0.62 |
    | -f data/1000x10000x10.journal  balance    ||        40.67 |       0.67 |   1.01 |
    | -f data/10000x1000x10.journal  balance    ||        15.01 |       3.22 |   2.36 |
    | -f data/10000x1000x10.journal  balance aa ||         4.77 |       4.40 |   2.33 |
    +-------------------------------------------++--------------+------------+--------+
 2012-10-21 17:18:18 +00:00
Simon Michael
34318906d8 register, print: fix reverse ordering of same-day transactions 2012-06-29 18:06:58 +00:00
Simon Michael
9b3486c14c docs: fix incorrect haddock 2012-04-14 01:11:11 +00:00
Simon Michael
36534a9ef5 fix a misnamed var 2012-04-16 16:43:58 +00:00
Simon Michael
d30cd5847a a simplistic cashflow statement to complete the trio 2012-04-17 17:32:56 +00:00
Simon Michael
294a350993 promote Hledger.Query to second level 2012-05-16 07:57:10 +00:00
Simon Michael
c1e8138609 more date utilities 2012-05-19 02:56:26 +00:00
Simon Michael
a03fd1d89f fix haddock complaints 2012-05-27 18:20:18 +00:00
Simon Michael
1062e2f9a4 clean up reader selection, don't write a csv rules file on journal parse error 2012-05-28 18:40:36 +00:00
Simon Michael
88f69e12e2 fix Dates exports for hledger-web 2012-04-16 17:09:27 +00:00
Simon Michael
a5b3f072b4 update query parser's prefix list 2012-05-29 17:02:18 +00:00
Simon Michael
e0d2530ff5 fix double quote matching everything 2012-05-29 17:02:57 +00:00
Simon Michael
cb905a741c new query by tag implementation 2012-05-28 00:27:55 +00:00
Simon Michael
2fb2aea056 rename metadata fields to tags 2012-05-27 22:59:06 +00:00
Simon Michael
3ee6a351f3 big query/tests/show refactoring 
- use new query system for command line too, filterspec is no more
- move unit tests near the code they test, run them in bottom up order, add more
- more precise Show instances, used for debugging not ui
 2012-05-27 18:14:20 +00:00
Simon Michael
2f28931d83 fix build warnings in hledger-lib 2012-05-06 20:42:34 +00:00
Simon Michael
68966fe43b begin cleaning up Dates api, move firstJust 2012-04-16 16:44:41 +00:00
Simon Michael
56cf9b21cb fix txn & posting comment parsing & printing; better unit tests 2012-05-15 01:49:05 +00:00
Simon Michael
2feb36e57f query cleanups 2012-05-17 16:02:22 +00:00
Simon Michael
ddda6705c0 put query parsers first 2012-05-16 08:28:02 +00:00
Simon Michael
a58a5f96ad more robust comments & metadata, on postings too, and document as "tags" 2012-05-14 18:52:22 +00:00
Simon Michael
88212f26e8 simplify journal parser names 2012-05-09 15:34:05 +00:00
xiaoruoruo
ce83876700 metadata parse and show for transaction 2012-04-08 19:13:56 +00:00
Simon Michael
c010448935 drop little-used clashing Ledger accessors 2012-05-09 15:33:16 +00:00
xiaoruoruo
dafa764a07 filter by metadata tag 2012-04-08 20:43:48 +00:00
Simon Michael
b6b5c5ffaa explicit exports for Transaction and Posting 2012-05-07 14:36:40 +00:00
Simon Michael
770136ec81 query tests cleanup 2012-05-17 14:59:38 +00:00
Simon Michael
08bbb832d0 more query cleanup 2012-05-16 07:50:22 +00:00
Simon Michael
e1b1b8bce8 rename Matcher to Query, simplify constructors 2012-05-16 07:12:49 +00:00
Simon Michael
b4b2b67236 incomestatement: show revenue and expense accounts separately 2012-04-15 00:05:10 +00:00
Simon Michael
a27eb7c29f more matcher -> query renaming 2012-05-16 07:37:24 +00:00
Simon Michael
a7ef0ba8dd basic understanding of balance sheet vs. profit & loss accounts 2012-04-14 01:12:42 +00:00
Simon Michael
51977f32e9 Journal.hs explicit exports, haddockification 2012-04-13 22:24:55 +00:00
Simon Michael
04dc5aed10 explicit imports for Matching 2012-05-16 06:43:13 +00:00
Simon Michael
43d78398bb Hledger.Data.Matching -> Hledger.Data.Query 2012-05-16 06:50:08 +00:00
Simon Michael
d4451ce5e3 read system cleanup, require conversion rules from a file to simplify API 2012-03-24 18:08:11 +00:00
Simon Michael
00a43cd1bf Hledger.Cli.Format -> Hledger.Data.FormatStrings 2012-03-10 19:20:15 +00:00
Simon Michael
e396c0dc8d push csv rule and format string types down 2012-03-24 01:58:34 +00:00
Simon Michael
6eb7ad28e1 refactor/beef up readJournal/readJournalFile 2012-03-23 16:21:41 +00:00
Simon Michael
2e8cf1c7f2 reader code cleanups 2012-03-10 18:13:32 +00:00
Simon Michael
9bdb170a0a inferred amounts use the cost commodity if known, like ledger (#69) 2012-01-03 08:15:48 +00:00
Simon Michael
470155dc63 docs: I don't think journalCanonicaliseAmounts affects price amounts 2012-01-03 08:17:04 +00:00
Simon Michael
41c1fa636a parsing: -B/--cost now ignores P historical prices, like ledger 2012-01-22 20:39:11 +00:00
Simon Michael
1bc4d4b395 refactor: clarify mixed amount normalising a bit 2012-01-01 00:39:13 +00:00
Simon Michael
3e3475bd76 web: fix "not:'multi word'" patterns 2011-09-21 00:28:32 +00:00
Simon Michael
c22e4e85d0 register: be better at showing empty intervals with --empty and a query pattern 2011-09-23 00:09:39 +00:00
Simon Michael
35f3a4fa00 print, web: always show both dates, ignoring --effective (#42) 
Ledger shows only the effective date with --effective, but not vice versa.
print is supposed to be information-preserving so this seems better.
This also fixes the web entries view.
 2011-09-23 14:50:20 +00:00
Simon Michael
9a0a0be01c docs: whitespace 2011-09-23 14:27:26 +00:00
Simon Michael
1de9cc1d80 fix a regression balancing a transaction containing different prices 
And try to clarify amount arithmetic a bit more. More to come I expect.
 2011-09-03 21:27:37 +00:00
Simon Michael
35dcda9e8b fix case insensitivity of command-line filter patterns 2011-06-08 21:52:10 +00:00
Simon Michael
238594d976 type signature for nullposting so tags can find it 2011-06-13 20:59:13 +00:00
Simon Michael
4e9c09fb87 refactor 2011-06-14 14:27:48 +00:00
Simon Michael
4228c901e8 change nulldate 2011-06-14 19:10:16 +00:00
Simon Michael
e36616999d haddock correction: entry is a synonym for transaction, not posting 2011-06-17 18:18:03 +00:00
Simon Michael
92777edc99 docs: haddock tweaks 2011-04-29 03:25:52 +00:00
Simon Michael
2aedd32690 journalAccountNamesUsed should be sorted 2011-07-17 15:54:21 +00:00
Simon Michael
9db32e0f60 haddock fix 2011-07-17 23:14:51 +00:00
Simon Michael
55033b6e79 mkdatespan haddock 2011-07-17 15:54:58 +00:00
Simon Michael
47a9564bdb showJournalDebug 2011-08-02 23:27:41 +00:00
Simon Michael
3364d344d1 refactor: simplify matchers, dropping sense argument 2011-08-07 15:31:00 +00:00
Simon Michael
68c2d0f513 fix matcher parse tests 2011-06-13 21:12:35 +00:00
Simon Michael
789be240b6 fix edate: matcher, should match actual date if no effective date defined 2011-07-01 17:20:04 +00:00
Simon Michael
77ca58269a misc helpers 2011-08-07 15:31:36 +00:00
Simon Michael
c24609f468 refactor fixSmartDate* 2011-08-14 22:39:48 +00:00
Simon Michael
931c64221e more useful parse error from fixSmartDateStr 2011-08-08 01:34:43 +00:00
Simon Michael
68f13e18af amount haddock updates 2011-08-31 17:22:53 +00:00
Simon Michael
676845b269 trim even more fat from amounts 2011-08-31 17:44:20 +00:00
Simon Michael
06e224dc4a haddock updates 2011-08-31 17:44:31 +00:00
Dmitry Astapov
2c01541de1 Fix for auto-balancing transactions which have negative amount in the first posting 2011-04-24 22:10:33 +00:00
Simon Michael
b32ee2fa04 fix/rename convertMixedAmountToCommodity, yay release tests 2011-09-02 00:42:41 +00:00
Simon Michael
10fd7ebc42 simplify amounts code, make tests pass 2011-08-31 16:54:10 +00:00
Simon Michael
1273f02a9a more balance/amount clarifications and a test 2011-08-30 11:37:36 +00:00
Simon Michael
059825a9b2 optionsgeddon.. port to cmdargs and a fully modal cli 2011-08-15 22:50:09 +00:00
Simon Michael
35f145f03d web: 1. move templates back into main code 2. begin adding content titles 2011-07-01 20:37:48 +00:00
Simon Michael
3dccfcad68 web: show account+subs by default 2011-07-01 00:32:09 +00:00
Simon Michael
05cd38458b web: fix inacctsonly: with spaces 2011-06-24 19:15:00 +00:00
Simon Michael
4bb0f2efbd web: "empty:" to select postings with zero or non-zero amount 2011-06-29 00:53:31 +00:00
Simon Michael
6b92997487 web: "real:1" to select real postings (or transactions with real postings) 2011-06-29 00:31:37 +00:00
Simon Michael
11409bb834 web: "status:" to filter by cleared status 2011-06-28 23:18:36 +00:00
Simon Michael
8d0b42e1d5 web: an "a" parameter specifies a query expression for filtering the accounts sidebar 
Useful for ui experiments, at least
 2011-06-28 22:34:45 +00:00
Simon Michael
d343614690 web: "inacctsonly:" narrows the sidebar to current account and subs 2011-06-24 18:52:40 +00:00
Simon Michael
d5ab811796 web: inacctsubs: -> inaccts: 2011-06-14 19:21:22 +00:00
Simon Michael
d35fbac422 web: inacctsubs: includes subs in an account register, with confusing balance 2011-06-14 14:29:31 +00:00
Simon Michael
94208e44d5 fix that silly pattern warning 2011-06-13 21:16:10 +00:00
Simon Michael
0c216cb2cd distinguish query search criteria (like acct:) and query options (like inacct:) 2011-06-13 19:46:35 +00:00
Simon Michael
06331c71a8 account register balance not right.. more fixes and plans 2011-06-12 22:35:54 +00:00
Simon Michael
94709e5139 preliminary single-account register report 2011-06-11 16:11:38 +00:00
Simon Michael
d2e6b8cbae query parser fixes, add date: and edate: matching 2011-06-12 18:30:18 +00:00
Simon Michael
957c349780 --alias command-line option 2011-08-05 00:05:39 +00:00
Simon Michael
30b7448f45 parsing: alias/end aliases directives, like ledger's but a bit more powerful 2011-08-04 08:45:18 +00:00
Simon Michael
4015e02097 account directive should preserve virtual/balanced virtual posting type 2011-08-02 23:29:13 +00:00
Simon Michael
d4545966b5 amount code, test cleanups 2011-08-31 00:40:21 +00:00
Simon Michael
379184fd31 Amount haddock & code cleanups 2011-08-30 13:16:30 +00:00
Trygve Laugstol
28dbb8864f Adding basic ledger FORMAT parser. 2011-06-20 21:33:26 +00:00
Simon Michael
96aa9bfc76 matcher improvements, tests 2011-06-11 18:35:20 +00:00
Simon Michael
6a185bc51f refactor: abstract regular expression lib 2011-06-05 18:31:19 +00:00
Simon Michael
5084280879 imports, api cleanup 2011-05-28 04:11:44 +00:00
Simon Michael
b344f797d3 whitespace/quoting utilities 2011-06-05 18:34:12 +00:00
Simon Michael
bea6fb7464 matcher enhancements for account register 2011-06-11 16:00:00 +00:00
Simon Michael
a9eb8b57c2 fix warnings 2011-06-07 06:18:23 +00:00
Simon Michael
9734ed47a6 web: acct: -> in:/inacct:, match only one account (CI exact string match on full name), old acct: re-enabled 2011-06-08 22:02:49 +00:00
Simon Michael
f7956d1ab7 web: account matching works like --related by default; dim excluded accounts 
A step closer to working like standard accounting programs where you click
an account to see transactions "in" that account.  acct:PAT (or just PAT)
now matches the other postings in transactions matching the account
pattern, like ledger --related. When matching an account (or several) this
way, the unmatched accounts are dimmed to clarify what's happening.
Still to do: fix the sign of the running total, and find out how this
style of search will really coexist with the other ways of searching.
 2011-06-07 06:11:38 +00:00
Simon Michael
32a1b921df consolidate new matching support 2011-06-05 18:36:32 +00:00
Simon Michael
aa41350a16 begin more powerful query expressions (filter patterns) 2011-06-03 23:14:26 +00:00
Simon Michael
dc7a692a19 refactor: remove costbasis and whichdate from FilterSpec 2011-06-03 02:14:36 +00:00
Omari Norman
4ec0cc474f Fix postingCleared for individually-cleared postings 
The previous code simply looked directly to the parent transaction's
status to determine whether the posting was cleared. This gave
erroneous information for postings that were individually cleared
even though the parent transaction was not cleared.
 2010-12-26 22:39:28 +00:00
Simon Michael
2b1ea5160f change of mind: "every Nth X of Y" intervals' length shall be Y, not X 2011-01-14 05:01:00 +00:00
Simon Michael
810c6a5dac print: don't show a trailing space when description is blank 2011-01-19 18:55:16 +00:00
Simon Michael
0cda8e4c3f add appendFile and hGetContents support to utf8 layer 2011-01-21 01:09:46 +00:00
Simon Michael
46422a7460 copy JGM's utf8 IO module from pandoc 2011-01-21 01:08:12 +00:00
Simon Michael
6a845eb5e4 i18n: always read and write UTF-8, ignoring current locale (#34) 
Also remove a bunch of CPP conditions.
Uses the GHC-version-independent UTF-8 layer from pandoc.
 2011-01-21 01:24:51 +00:00
Simon Michael
5f1ebc694a parsing: assume current year when transaction dates have no year and there is no default year 2011-03-11 18:45:57 +00:00
Simon Michael
505d677461 docs: haddock fixes 2011-04-18 06:36:00 +00:00
Simon Michael
9bae97821a really support "every N Xs" reporting intervals, also "every N(st|nd|rd|th) day of (month|week)" 2011-01-14 04:32:08 +00:00
Simon Michael
e96dfc639e support "every N day/week/month/quarter/years" reporting intervals 2011-01-14 02:35:00 +00:00
Simon Michael
6de45f7d16 support "biweekly" and "bimonthly" reporting intervals 2011-01-14 01:22:53 +00:00
Simon Michael
b2f439eb11 try showing integral "maxprecision" amounts without the .0 (except in add's defaults, where it helps) 2011-01-20 00:17:32 +00:00
Simon Michael
bfe935e18c fix a sign bug with negative total-priced (@@) amounts 2011-04-22 13:40:55 +00:00
Simon Michael
091ec4e51f clarify that amount arithmetic does not handle multiple commodities 2011-04-22 13:44:08 +00:00
Simon Michael
137cc8292e amount cleanups 2011-01-19 23:27:11 +00:00
Simon Michael
b159f74a4c zero amounts have no sign or commodity, and amounts with different prices are aggregated, like ledger 2011-04-22 13:50:05 +00:00
Simon Michael
1c7ad7f421 parsing: more careful validation of eg leap years in transaction dates (only) 2011-04-22 13:55:42 +00:00
Simon Michael
33bedcbab0 parsing: infer a conversion price in unpriced two-commodity transactions 2011-01-20 00:18:54 +00:00
Simon Michael
d3663b818e parsing: better international number format support (#32) 
This allows period and comma to be used for decimal point and digit group
separator or vice versa, and also flexible digit groups.  See
http://en.wikipedia.org/wiki/Decimal_separator .  Digit group separators
are possibly not worth the trouble and might not stay.
 2011-01-19 12:32:18 +00:00
Simon Michael
dd9e78a67a reorganize tests 2010-12-27 20:26:22 +00:00
Simon Michael
e03ada3bd3 parsing: support @@ syntax specifying total price 2011-01-15 02:04:53 +00:00
Simon Michael
0d6e696699 some more tests and fixes for amount & price display precision 2010-11-14 23:29:04 +00:00
Simon Michael
811e71aba7 price precisions don't influence display precision; balancing is based on display precision (#23) 
Like ledger, price amounts are now "unobserved", ie their precision does
not affect the canonical display precisions used when displaying amounts,
and transaction balancing is done based on display precision, ie amounts
are considered to balance if their sum appears to be zero when using the
canonical display precision.
 2010-11-14 22:44:37 +00:00
Simon Michael
1551a6914b still more amount display helpers 2010-11-13 15:10:06 +00:00
Simon Michael
e707f97847 parsing: parse transaction and posting metadata, though we don't use it yet 2010-11-13 22:17:32 +00:00
Simon Michael
17d5acf64b refactor: more reader cleanups 2010-11-15 07:18:35 +00:00
Simon Michael
4e672f1722 comments 2010-11-19 17:25:39 +00:00
Simon Michael
d6c2cf6a90 parsing: save final parse context with journal 2010-11-13 15:03:40 +00:00
Simon Michael
7714bab58d web: offer a choice of files to edit when there are multiple (included) files 2010-09-24 01:56:11 +00:00
Simon Michael
78db98366f parsing: support D default commodity directive 2010-11-12 23:54:21 +00:00
Simon Michael
8429df0f32 remember all included file paths, if any 2010-09-22 23:02:19 +00:00
Simon Michael
96036e56a0 docs: comments 2010-09-22 21:51:25 +00:00
Simon Michael
c42496b134 sign testing for amounts 2010-07-27 23:20:20 +00:00
Simon Michael
53ab61ea89 docs: haddock 2010-08-03 17:05:02 +00:00
Simon Michael
be94326a03 fix a build error with parsec 3 (#22) 2010-08-12 14:37:11 +00:00
Simon Michael
70bd8bb569 tools: handy monadic trace 2010-09-03 23:20:59 +00:00
Simon Michael
0ea8a67c68 type signature 2010-09-05 16:05:38 +00:00
Simon Michael
d29b393ca2 fix a failing test, handle unicode better in errors 2010-09-05 18:18:50 +00:00
Simon Michael
4cd85ec767 encoded platform string helpers 2010-09-05 18:17:24 +00:00
Simon Michael
ce7e155934 parsing: fix obscured date parse errors with parsec 3; require split 
With parsec 3, invalid date errors were not being reported properly.
This should be more robust.
 2010-09-03 23:22:58 +00:00
Simon Michael
cf62482102 web: show start and end dates of current filter period in heading, if any 2010-08-01 00:15:21 +00:00
Simon Michael
4120a874d8 test zero to 8 instead of 10 places, workaround for rounding error affecting a real-world transaction 2010-05-25 22:17:54 +00:00
Simon Michael
d52283f314 when reporting a balancing error, convert the error amount to cost 2010-05-25 22:18:36 +00:00
Simon Michael
586c824cac display non-simple commodity names with double-quotes 
This ensures print's output remains parseable. The other commands also
double-quote them, for consistency, like c++ ledger.
 2010-05-27 01:38:23 +00:00
Simon Michael
4f49094088 refactor: date spans, commodities 2010-07-11 18:56:36 +00:00
Simon Michael
e499efce77 type signature 2010-07-11 22:17:48 +00:00
Simon Michael
b5d1ebba30 print, register, balance: fix layout with mixed-commodity amounts 2010-07-11 22:51:36 +00:00
Simon Michael
7d7159609b refactor: much renaming of ledger -> journal, hopefully the right amount 2010-07-13 06:30:06 +00:00
Simon Michael
73572e2d85 balance: with --flat, --drop N elides leading account name components. Feature or frill ? 2010-05-24 20:45:48 +00:00
Simon Michael
1ec1f7c4ea more file reading cleanup, try each known format in turn 
Currently this is just the journal and timelog file formats.  This is more
scalable, but when things go wrong there is no longer just a single parse
error. For now we'll just show the first error, the one from the journal
file parser.
 2010-05-31 01:15:18 +00:00