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7597e525a3
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2866 Commits

Author SHA1 Message Date
Stephen Morgan
7597e525a3 fix: balance: Balance reports should consider date: queries when calculating 
report span with --date2. (#1745)
 2021-11-06 08:51:53 -10:00
Simon Michael
41bde20095 timedot: a D default commodity (and style) is applied to timedot aounts 
This means they can be priced and converted.
 2021-11-05 23:34:46 -10:00
Simon Michael
f00e5c25ec cln: fix warning 2021-11-05 23:32:47 -10:00
Stephen Morgan
1bc04685b7 pkg: Drop base-compat-batteries dependency. 
Our supported stackage versions are now new enough that we don't need
any of the compatibility features anymore.
 2021-10-31 07:56:07 -10:00
Stephen Morgan
c90e7dbc8d cln: Move posting rendering functions into Hledger.Data.Posting. 
Replace showPosting with a wrapper around postingAsLines.

The functions textConcat(Top|Bottom)Padded are no longer used anywhere
in the code base, and can be removed if desired.

This produces slightly different output for showPosting, in particular
it no longer displays the transaction date. However, this has been
marked as ‘for debugging only’ for a while, and is only used in
hledger-check-fancy assertions. The output there is still acceptable.
 2021-10-31 07:50:50 -10:00
Simon Michael
e4263e69e1 areg: begin respecting --date2: show txns' date2 (#1731) 2021-10-10 10:34:45 -10:00
Simon Michael
b4c1188c26 ref!: postingDateOrDate2, transactionDateOrDate2, whichDateFromOpts -> whichDate (#1731) 2021-10-10 10:34:35 -10:00
Simon Michael
7af2e79465 ;cabal: update cabal files 2021-10-03 22:56:02 -10:00
Simon Michael
69905dbc25 ;pkg: allow megaparsec 9.2 2021-10-03 22:55:10 -10:00
Stephen Morgan
5aadcdea4d ref: Add new helper functions journalValueAndFilterPostings(With)?. 
Combining valuation with filtration is subtle and error-prone (see e.g. #1625).
We have to do in in both MultiBalanceReport and PostingsReport, where it
is done in slightly different ways. This refactors this functionality
into separate functions which are called in both reports, for uniform
behaviour.
 2021-09-26 08:13:12 -10:00
Simon Michael
b857307f64 ;cabal: update cabal files 2021-09-24 12:22:15 -10:00
Simon Michael
8934c115bd ;pkg: bump version to 1.23.99 2021-09-24 12:22:15 -10:00
Stephen Morgan
ce4fcfae84 imp!: value: For register reports with no reporting interval and 
--value=end, historical reports should be valued at journal/report end
date.
 2021-09-24 11:32:41 -10:00
Simon Michael
e90fa3ee81 doc: changelogs: cleanup, finalise 2021-09-21 17:15:39 -10:00
Simon Michael
72a4c82043 cli: tweak --pretty help 2021-09-21 17:15:39 -10:00
Simon Michael
1b020e004b ;cabal: update cabal files 2021-09-21 15:34:23 -10:00
Simon Michael
19950df745 ;pkg: bump version to 1.23 2021-09-21 15:34:23 -10:00
Stephen Morgan
afdeb404b0 fix: colour: NO_COLOR flag no longer overrides an explicit --color option. (#1710) 
http://no-color.org/ specifies that command line arguments should
override a NO_COLOR flag.
 2021-09-21 15:32:53 -10:00
Stephen Morgan
399d28dc05 cln: Display friendly error message if --pretty is given an incorrect 
argument.
 2021-09-21 15:32:09 -10:00
Stephen Morgan
bf3e82f780 imp: pretty: Replace --pretty-tables argument with --pretty=WHEN 
argument, which takes yes or no. Default is no for now.
 2021-09-21 14:53:52 -10:00
Simon Michael
bb4f2ff34f ;doc: update changelogs 2021-09-20 17:58:29 -10:00
Stephen Morgan
378df77001 cln: Remove unnecessary normaliseMixedAmount(SquashPricesForDisplay)? functions. 2021-09-20 14:49:34 -10:00
Arjen Langebaerd
c0fd79a40e fix: extend application of commodity style to prices (except precision) and make --commodity-style a general flag 2021-09-20 08:55:55 -10:00
Stephen Morgan
4cfd3cb590 lib!: Remove GenericSourcePos, and replace it with either SourcePos or 
(SourcePos, SourcePos).

This has been marked for possible removal for a while. We are keeping
strictly more information. Possible edge cases arise with Timeclock and
CsvReader, but I think these are covered.

The particular motivation for getting rid of this is that
GenericSourcePos is creating some awkward import considerations for
little gain. Removing this enables some flattening of the module
dependency tree.
 2021-09-20 08:38:33 -10:00
Stephen Morgan
df71d2ddd5 dev: Move journal and text parsing utilities into more appropriate places, to reduce reliance on Hledger.Read.Common. 2021-09-19 17:10:38 -10:00
Stephen Morgan
1e766e481e cln: Flatten dependency tree by removing dependencies of Hledger.Reports 
on Hledger.Read.

This is done by using equivalent functions/types defined elsewhere
instead.
 2021-09-19 17:10:38 -10:00
Stephen Morgan
315e92c08b pkg!: Break functions related to balancing out into a separate module, 
Hledger.Data.Balancing.

Both Hledger.Data.Transaction and Hledger.Data.Journal are massive
module with many things in them. Placing the balancing functions, which
are conceptually related, into a separate module helps keep things more
modular.

It also reduces the risk of import cycles, as right now balancing
functions cannot depend on any functions defined outside of
Hledger.Data.Transaction or Hledger.Data.Journal, respectively, if those
modules require basic transaction or journal functions.
 2021-09-19 17:10:38 -10:00
Stephen Morgan
d55ce4d759 ref: performance: Use a Set in accountNamesFromPostings, instead of 
nubSort.

This has better performance when there is repetition in the account
names.
 2021-09-18 16:00:55 -10:00
Stephen Morgan
ab5350e02c ref: performance: Improve performance for some high-use functions. 
mixedAmount(Looks|Is)Zero now operate directly on the MixedAmount,
rather than converting them to a list of amounts first.

mixedAmountCost no longer reconstructs the entire MixedAmount when there
are amounts with no cost.

transactionCheckBalanced only checks if signs are okay if sums are not
okay. It also only traverses the list of postings once when picking real
and balanced virtual postings.
 2021-09-18 16:00:55 -10:00
Stephen Morgan
a2d7ac5318 ref: balance: Refactor getPostingsByColumn to use groupByDateSpan. 
This reduces code duplication, makes the code more idiomatic, and hides
optimisation magic within groupByDateSpan.
 2021-09-18 14:40:28 -10:00
Stephen Morgan
35c33f342b cln: Move column grouping functions form Report.PostingsReport to Data.Dates. 2021-09-18 14:40:28 -10:00
Malte Brandy
e31eb58ada lib: Allow multiline comments in csv rules 2021-09-18 12:43:49 -10:00
Simon Michael
326d6e8dae ref: ReportOptions{infer_value_} renamed to infer_prices_ 
For more consistency with the flag name (--infer-market-prices).
And BalancingOpts{infer_prices_} is now infer_transaction_prices_.
 2021-09-18 12:12:31 -10:00
Simon Michael
daa9fddec9 imp: cli: --infer-market-price renamed to --infer-market-prices 
It was too easy to get this wrong, even some of the docs did.
Now either plural or singular spelling works
(since we accept flag prefixes).
 2021-09-18 12:12:31 -10:00
Stephen Morgan
9f5b652b4e cln: Clean up miscellaneous functions in Hledger.Data.Amount. 
This makes imports more explicit, removes printf, and adds stack traces
to unimplemented calls to Num instances for mixed amounts.
 2021-09-18 11:41:53 -10:00
Stephen Morgan
020dd15be4 ref: Simplify parsing of commodity-style option. 2021-09-18 11:41:53 -10:00
Stephen Morgan
6b400194e3 cln: Add explicit export list for Hledger.Data.Account. 
All modules in hledger-lib now have explicit export lists, with the
exception of Hledger.Data.Types.
 2021-09-18 11:41:53 -10:00
Stephen Morgan
c1d85ba17c ref: Move JournalParser and ErroringJournalParser to Hledger.Data.Journal. 
This is so that Hledger.Utils does not depend on Hledger.Data in any
way, and allows us more flexibility in refactoring Hledger.Data.
 2021-09-18 11:41:53 -10:00
Stephen Morgan
62351dd329 fix: bal: Make sure boring parent accounts in compound balance reports 
include historical postings when account declarations have undeclared
parents. (#1698)
 2021-09-17 15:24:19 -10:00
Stephen Morgan
3b5262e54a fix: performance: Speed up PostingsReport when called with a large number of intervals. (#1683) 
It is still very slow for large journals, but at least it doesn't run
any slower for interval reports.
 2021-09-16 17:40:24 -10:00
Simon Michael
7a249cffe9 ;doc: update manuals 2021-09-09 14:45:01 -10:00
Stephen Morgan
0f205295e8 pkg!: test: Use --today in Journal parsing functions. 2021-09-09 14:40:39 -10:00
Stephen Morgan
6905e40c4d pkg!: cli: Add --today option to explicitly set the current date. (#1674) 
rawOptsTo* in hledger-lib now takes a day as an argument, and does not
live in the IO monad, since it's now pure.

This is so that we can run tests containing future transactions that
won't fail as soon as ‘the future’ actually arrives.
 2021-09-09 14:40:39 -10:00
Stephen Morgan
50f73b7434 fix: balance: Show all empty accounts in flat balance reports. (#1688) 
Previously we only showed empty leaves.
 2021-09-08 18:17:27 -10:00
Simon Michael
5485990cac fix: csv: report correct CSV line number in errors 
Some errors in CSV conversion, such as a failing balance assertion,
were always being reported as line 2.
Reported by Lawrence Wu.
 2021-09-01 06:58:15 -10:00
Stephen Morgan
8274da81fc cln: tests: Remove test and tests, which are just aliases for testCase 
and testGroup.

Replacing these removes a layer of indirection, and reduces the need to
depend on Hledger.Utils.Test.
 2021-08-30 16:32:19 -10:00
Stephen Morgan
1c402edb06 pkg!: Remove Hledger.Data.Commodity module. 
There are no modules which depend on Hledger.Data.Commodity which don't
also depend on Hledger.Data.Amount. Though Hledger.Data.Amount is a very
large module and might be broken up, Hledger.Data.Commodity only defines
three very small functions which are used, and so can be combined with
little cost.
 2021-08-30 15:57:33 -10:00
Stephen Morgan
a0f9d7560f pkg!: Remove Hledger.Utils.Color module. 
This module was only used in one place in Hledger.Data.Amount. The code
has been moved directly into Hledger.Utils.
 2021-08-30 15:57:33 -10:00
Stephen Morgan
f1994d5aa8 pkg!: Remove Hledger.Utils.Tree module. 
This very small module was only used in Hledger.Data.Account, so the
code was moved into that module instead.
 2021-08-30 15:57:33 -10:00
Stephen Morgan
1ed06f3bc8 pkg!: Remove Hledger.Utils.UTF8IOCompat module. 
This module does nothing beyond define error' and usageError, which have
been moved to Hledger.Utils.
 2021-08-30 15:57:33 -10:00