Commit Graph

1188 Commits

Author SHA1 Message Date
Simon Michael
9adae02973 print: add --value-date general option; implement for print -V 2019-04-26 12:08:31 -07:00
Simon Michael
9d3eb8c069 bal, reg, print: -V prefers non-future valuation dates again (#999) 2019-04-24 08:31:21 -07:00
Simon Michael
ef9c4a29c4 lib: save the current date in ReportOpts
We need this for choosing a valuation date, otherwise, report
functions would have to be in IO or we'd have to pass in yet another
argument.

It's optional because it's useful to be able to create report opts
purely (I think ?) This is not ideal but maybe not a problem.
2019-04-24 08:25:55 -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
Jakob Schöttl
4444b8bc8f Change unused argument to undefined to make possible bugs more obvious 2019-04-18 22:38:41 +02:00
Jakob Schöttl
593ee39284 Fix behavior of options like -Mp2019
This fixes the issue #1008
2019-04-18 22:38:41 +02:00
Simon Michael
13dc1096a5 reg: test and fix for --average, broken since 1.12 (#1003) 2019-04-06 11:00:38 -07:00
Simon Michael
61e8ccbf88 csv: accept a balance field assignment instead of an amount (#1000) 2019-04-03 10:46:26 -07:00
Dmitry Astapov
3c3200fa66 lib: csv parser support for 'balance2', 'balance' renamed to 'balance1' 2019-03-15 16:18:43 -07:00
Simon Michael
c5df73910f csv: update some parse errors which weren't in human format
cf
https://www.reddit.com/r/plaintextaccounting/comments/axekse/hledger_how_to_create_curved_brackets_with_rule/
2019-03-05 06:23:11 -08:00
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
b34b262c76 lib: document mapM'
[ci skip]
2019-02-17 08:36:59 -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
Jakob Schöttl
161ca660dc Support register --invert option to negate amounts 2019-02-09 15:55:41 -08:00
Simon Michael
86d5652e53 stop depending on here due to slow haskell-src-meta/stackage issues
Using file-embed or ordinary literals instead, for now.
2019-02-02 16:34:10 -08:00
Simon Michael
d1f122f15e refactor: clarify, note issues (#893) 2019-02-01 15:35:33 -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
550aa408eb lib: refactor, add embedFileRelative 2019-01-26 15:52:58 -08:00
Dmitry Astapov
f2aaaf3310 lib, cli: merge --show-unbudgeted into --empty 2019-01-25 12:53:09 -08:00
Simon Michael
550e33a558 journal: fix balance assertions/assignments & prices (#824)
Hopefully this is will do it. This restores the past behaviour:

- parsing prices in balance assertions/assignments
- ignoring them in assertions
- using them in assignments
- and printing them

and clarifies tests and docs.
2019-01-25 12:41:10 -08:00
Simon Michael
94d5c6f111 journal: allow prices in balance assertions, but ignore (#824, #958) 2019-01-25 08:59:37 -08:00
Simon Michael
b02f81572c lib: comment
[ci skip]
2019-01-25 08:51:45 -08:00
Dmitry Astapov
5711cdf9ba cli: added --transpose to "balance" command 2019-01-24 15:06:35 -08:00
Dmitry Astapov
f3366c7256 lib: fix behavior of nested budgets and --show-unbudgeted 2019-01-24 14:56:22 -08:00
Dmitry Astapov
92e7370f1f lib: fix alignment in budget report 2019-01-24 14:56:22 -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
573a13fc27 lib: expectParseStateOn helper 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
899946f270 journal: account directive: stop supporting account sort codes
Eg "account   1000". (Introduced in 1.9, deprecated in 1.11, removed in 1.13.)
2019-01-18 16:40:35 -08:00
Dmitry Astapov
faa5b0fba7 lib: fix parsing of status/code/desc/comments in period txn 2019-01-16 17:17:18 -08:00
Simon Michael
9e4b302af7 lib: setFullPrecision, setMinimalPrecision (#941) 2019-01-16 14:45:50 -08:00
Simon Michael
c5ae8e6891 comments 2019-01-16 13:58:04 -08:00
Simon Michael
5ee79797e1 better fix for #949, don't reverse same-day assertions with --auto 2019-01-16 09:10:58 -08:00
Simon Michael
274b1c12a1 whitespace 2019-01-15 12:58:05 -08:00
Simon Michael
f1441be404 lib: basic unit test for parseAndFinaliseJournal 2019-01-15 12:57:51 -08:00
Simon Michael
944554557a tweak readJournalFiles type signature 2019-01-15 06:18:56 -08:00
Simon Michael
228fc9eb3c preserve correct file order when using --auto (fixes #949)
And clarify parseAndFinaliseJournal a bit.
2019-01-15 06:14:47 -08:00