Commit Graph

89 Commits

Author SHA1 Message Date
Simon Michael
7e28e38bbc ;doc:balance: cleanups 2024-02-29 23:13:23 -10:00
Simon Michael
d8f86a9b7d ;doc:balance: updates, cleanups 2024-02-29 22:56:23 -10:00
Simon Michael
3e93b69c25 ;doc:balance: consolidated --related/-r doc 2024-02-29 18:14:52 -10:00
hamzashezad
6afff58fb8 ;doc: add version annotations for features in 1.32
- match groups and match negations
- beancount output format
- tsv output format
- consistently add annotation
- `--round` for print
2024-01-17 00:12:57 -10:00
Simon Michael
ea99aa9dfb ;doc:manuals: remove all "experimental" annotations for now 2024-01-12 13:47:30 -10:00
Simon Michael
aa8c0e8279 ;doc:balance:budget report: tighten up 2023-12-07 23:35:50 -10:00
Simon Michael
c9764e82c9 ;doc:balance:budget report: trim some content
Moved "Budgets and subaccounts" to the cookbook's Budgeting page,
I think it's not needed in the reference manual.
2023-12-07 19:03:52 -10:00
Simon Michael
0526c834dd ;doc:balance:budget report: update/clean up 2023-12-07 18:48:26 -10:00
Simon Michael
0c85b48d2c ;doc: use ``cli not ``shell for command-line examples 2023-11-26 08:30:04 -10:00
Peter Sagerson
efcea0600a feat: cli: Add tsv output (#869)
All commands that suport csv output now also support tsv output. The
data is identical, but the fields are separated by tab characters and
there is no quoting or escaping. Tab, carriage return, and newline
characters in data are converted to spaces (this should rarely if ever
happen in practice).
2023-11-06 16:46:04 -08:00
Simon Michael
df9917be57 ;doc:bal: note an issue with the no-symbol commodity and hledger-bar 2023-08-22 08:45:13 +01:00
Simon Michael
a99a692736 ;doc:cli: Valuation -> Value reporting 2023-07-11 16:56:41 -10:00
Simon Michael
245178cac8 ;doc:cli: fix links to balance --layout doc 2023-07-07 10:28:07 -10:00
Simon Michael
fe6df964b4 ;doc: bal: try to improve description of budget report differences 2023-04-25 12:39:28 -10:00
Simon Michael
1be06c87c4 feat: bal: A new --count report type counts postings instead of amounts. 2023-04-20 14:36:41 -10:00
Simon Michael
0567935e4b cli: simplify command doc inclusion, give them normal heading structure 2023-02-20 16:24:54 -10:00
Simon Michael
9106c9013f ;doc: bal: budget: fix lists 2023-02-04 14:54:54 -10:00
Simon Michael
3fea3b0db7 ;doc: bal: budget: compare with forecasting; add some tips 2023-02-04 14:47:01 -10:00
Simon Michael
b8e538a57f ;doc: bal: --budget: clarify use of print --forecast 2023-02-04 10:37:14 -10:00
Simon Michael
bfe12c33de ;doc: cli: balance: fix link to Budgeting page 2022-12-30 10:05:50 -10:00
Simon Michael
e819e02372 ;doc: bal: more balance doc cleanups 2022-12-14 09:03:55 -10:00
Simon Michael
2ba91b1195 ;doc: bal: clean up/reorder balance command doc 2022-12-14 07:52:53 -10:00
Simon Michael
2902769616 ;doc: cli, bal: cleanups 2022-12-14 06:36:28 -10:00
Simon Michael
985c15f039 ;doc: cli: clean up/rename directives sections 2022-12-11 01:59:26 -10:00
Simon Michael
ace185f7d2 ;doc: update old manual links 2022-12-10 18:56:47 -10:00
Simon Michael
4d6f1ed0bf ;doc: bal: update tidy description, example 2021-12-06 15:03:40 -10:00
Simon Michael
872bce55ef ;doc: bal: mention tidy's disabling of totals/averages (#1773, #1775) 2021-12-06 14:49:59 -10:00
Simon Michael
c250be1bb9 ;doc: bal: document tidy; commodity -> data layout (#1768) 2021-12-05 16:33:56 -10:00
Simon Michael
6ce70351fd ;doc: cli, bal: improve table layout in non-html docs 2021-12-05 12:27:20 -10:00
Simon Michael
76f8ed1514 ;doc: cli, bal: clarify output formats, layouts more 2021-12-05 11:23:00 -10:00
Simon Michael
371539e085 ;doc: bal: clarify --layout a little 2021-12-05 10:56:17 -10:00
Simon Michael
6319d6148f feat: bal: with --declared, include declared leaf accounts (#1765)
Together with -E, this shows a balance for both used and declared
accounts (excluding empty parent accounts, which are usually not
wanted in list-mode reports).

This is somewhat consistent with --declared in the accounts and payees
commands, except for the leaf account restriction.

The idea of this is to be able to see a useful "complete" balance
report, even when you don't have transactions in all of your declared
accounts yet. I mainly want this for hledger-ui, but there's no harm
in exposing it in the balance CLI as well.
2021-11-23 09:47:04 -10:00
Simon Michael
94d92b9760 Revert "feat: bal: with --declared, include all declared accounts (#1765)"
This reverts commit a5e19b7391.
(It breaks filtering by account.)
2021-11-22 12:06:23 -10:00
Simon Michael
a5e19b7391
feat: bal: with --declared, include all declared accounts (#1765)
Together with -E, this allows showing a balance for all accounts, both
used and declared. I mainly want this for hledger-ui, but there's no
harm in exposing it in the balance command as well. This is somewhat
consistent with the accounts and payees commands.
2021-11-22 11:08:33 -10:00
Simon Michael
20d8f9f7e2 ;doc: bal: fix list formatting 2021-11-18 22:30:03 -10:00
Simon Michael
678d3b0a06 ;doc: bal: fix link 2021-11-18 22:28:42 -10:00
Stephen Morgan
4b6fe2c0bd ;doc: balance: Update docs to mention --layout. 2021-11-18 21:26:02 -10:00
Stephen Morgan
f345fd0b78 imp: balance: Allow --related flag for balance reports. (#1469) 2021-11-08 14:03:50 -10:00
Stephen Morgan
ddba9f6ce4 imp: lib,cli: Implement gain report for balance reports.
A gain report will report on unrealised gains by looking at the
difference between the valuation of an amount (by default, --value=end),
and the valuation of the cost of the amount.
2021-08-18 21:44:30 -10:00
Simon Michael
88b1d3f78b ;bal: doc: add -f options; clarify depth limiting 2021-08-18 00:44:45 -10:00
Simon Michael
9bef817db0 ;bal: doc: --commodity-column: fix link (#1626) 2021-08-08 10:04:52 -10:00
Simon Michael
ca474a8687 ;bal: doc: --commodity-column: fix csv example (#1626)
and make examples reproducible, why not.
2021-08-08 10:02:23 -10:00
Simon Michael
30ea463060 imp: bal: doc: --commodity-column tweaks (#1626)
- promote the heading one level
- periodic CSV reports are supported too
- slight edits to manual and flag description
2021-08-08 09:39:09 -10:00
Lawrence
234caae557 doc: test: update for commodity-column
Add documentation and sample output for `--commodity-column` behavior
and functional tests e.g single-period balance, yearly balance, and
yearly budget
2021-08-08 09:19:25 -10:00
Simon Michael
d2b799a717 feat: bal: select budget( transaction)s by name (#1612)
This makes it possible to keep multiple named budgets in one journal,
and select the one you want with --budget's argument.

More precisely, you can select the subset of periodic transactions
rules which contain a certain fixed, case-insensitive substring.

Only one such --budget argument is supported, the last one on the
command line takes precedence.
2021-07-23 10:38:20 -10:00
Stephen Morgan
cf25d7d56d
imp: bal: more predictable sort order with multiple commodities (#1563, #1564)
This change provides more predictable and intuitive behaviour when 
using -S/--sort-amount with multiple commodities. 
It implements a custom Ord (and Eq) instance for MixedAmount 
which substitutes zero for any missing commodities.

As a consequence, all the ways of representing zero with a MixedAmount ([],
[A 0], [A 0, B 0, ...]) are now Eq-ual (==), whereas before they were
not. We have not been able to find anything broken by this change.

* imp: lib: Compare MixedAmounts by substituting zero for any missing commodities. (#1563)
* ;doc: Update docs for new multicommodity sort by amount rules.
2021-07-12 21:11:50 -10:00
Simon Michael
f156375ee7 Revert "balcmds: note that csv output forces list mode (#1566)"
This reverts commit 3f6d7ba580.
CSV output doesn't force list mode, it forces full account names.
2021-06-06 18:35:01 -10:00
Simon Michael
3f6d7ba580 balcmds: note that csv output forces list mode (#1566) 2021-06-06 17:57:16 -10:00
Simon Michael
8cf193547e ;bal: doc: balance features: fix --valuechange link 2021-04-19 16:17:36 -10:00
Simon Michael
3a7c578f2d ;bal: doc: tweaks 2021-03-05 14:55:24 -08:00