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450 Commits

Author SHA1 Message Date
Simon Michael
a5eb5bdff9 journal: fix balance assertions test (#824, #958) 2019-01-25 10:09:40 -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
56553ede69 cli: if abs(return on investment)<0.01% display it as zero 2019-01-24 13:36:11 -08:00
Simon Michael
7b47fb608e close: use exact, minimal amounts; ensure assertions pass (#941) 2019-01-16 14:57:59 -08:00
Simon Michael
99f397da5d make the #949 functional test more robust 2019-01-16 09:19:56 -08:00
Simon Michael
95643affad test that order of include files is maintained (#949) 2019-01-15 12:58:28 -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
08cc807e49 roi: tweak a test and disable another to make build green (#937) 2019-01-05 07:35:54 +00:00
Simon Michael
86a91c514d lib: disallow prices in balance assertions/assignments (fix #824) 
(and in Ledger-style {=FIXEDLOTPRICES} )
 2019-01-05 07:35:54 +00:00
Jesse Rosenthal
1389a64e99 tests: budget: add tests for unassignable accounts. 2018-12-02 13:29:00 -08:00
Alex Chen
519297051d lib: restore previous period expression parser behaviour (PR #807) 
- parse a period expression by first extracting words separated by
  single spaces, then by "re-parsing" this text with 'periodexprp'
- this way, the period expression parsers do not need to know about
  the single- or double-space rules
 2018-11-22 14:09:32 -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
Simon Michael
9e8b1612b0 journal: fix txn modifier multipliers with total-priced amounts (#928) 
Transaction modifier multipliers have never multiplied total-priced amounts
correctly (and prior to hledger 1.10, this could generate unbalanced
transactions).

Now, the generated postings in this situation will have unit prices,
and an extra digit of display precision. This helps ensure that
the modified transaction will remain balanced. I'm not sure yet if
it's guaranteed.
 2018-11-13 16:35:46 -08:00
Mykola Orliuk
1aac38d3d3 lib: include source info in txn balance errors 
Partially address simonmichael/hledger#904
 2018-10-23 15:54:38 -07:00
Simon Michael
f58330169a tests: show auto postings' current commodity action (#913) 2018-10-22 11:35:28 -07:00
Simon Michael
bcd15137c6 tests: upgrade, document print --auto tests 2018-10-22 11:09:53 -07:00
Simon Michael
643de787b1 tests: move auto.test under print/ 2018-10-22 10:53:59 -07:00
Samuel May
e57ef9e9a9 lib: journal: Add support for exact assertions 2018-10-22 09:55:14 -07:00
Dmitry Astapov
15c666702b cli: compoundbalancecommand keeps zero-balance accounts with children 2018-10-17 16:59:53 -07:00
Jesse Rosenthal
6c3fb56603 Add test for modifers on inferred values. 2018-10-12 07:39:53 -07:00
Simon Michael
cf25ef5cf5 accounts: filtering by anything other than account name was broken 2018-10-10 20:32:19 -07:00
Simon Michael
3f0ab0b008 tests: clean up directives test files 
[ci skip]
 2018-10-10 20:31:08 -07:00
Simon Michael
605a082d77 bs/bse/cf/is: use account type declarations if any 
These commands now detect the account types declared by account directives.
Whenever such declarations are not present, built-in regular expressions
are used, as before.
 2018-10-09 14:24:59 -10:00
Simon Michael
678e8c28e4 tests: protect func. test from shelltest -w flag (#897) 2018-10-09 17:16:47 -07:00
Mykola Orliuk
8c6a418325 lib: fix home path expansion in includes 
fixes simonmichael/hledger#896
 2018-10-09 13:35:40 -10:00
Simon Michael
6c57629b8c lib: fix posting-date-and-balance-assignment error properly (#894) 2018-10-09 16:08:47 -07:00
Simon Michael
88887e5458
Merge branch 'master' into ExceptTLayer 2018-10-09 10:31:32 -10:00
Simon Michael
278802e648 journal: Y affects dates in periodic transactions (fix #892) 2018-10-09 11:54:40 -07:00
Alex Chen
2cbc41e088 Merge branch 'master' into ExceptTLayer 2018-10-09 11:19:45 -06:00
Simon Michael
dcf4c07ac8 journal: commented test for Y and periodic transactions (#892) 
[ci skip]
 2018-10-09 08:17:16 -07:00
Felix Yan
9c0648b46a test: fix a typo 2018-10-05 11:06:47 -10:00
Simon Michael
2c9c4ebf79
Merge branch 'master' into ExceptTLayer 2018-10-04 21:04:02 -10:00
Alex Chen
3d2584d869 lib: switch to megaparsec 7 2018-09-30 20:15:12 -06:00
Simon Michael
e670bd4e9a tests: typo 2018-09-27 13:51:31 -10:00
Dmitry Astapov
743098034b tests: return on investment 2018-09-27 13:42:31 -10:00
Dmitry Astapov
bda202e4d4 cli: "close" can print only opening or closing transaction 2018-09-25 07:25:59 -10:00
Simon Michael
855bd54d19 budget: declaration and (actual) amount sorting for bal --budget 
Account declaration-aware sorting is the default throughout hledger now.
 2018-09-24 08:31:19 -10:00
Dmitry Astapov
8c79d6529d lib: fix balance --budget in the presence of --value 2018-09-23 07:45:34 -10:00
Simon Michael
ef5e7511c2 tests: fix balance/sorting.test with released shelltest 
It was using org-style nodes for organisation, which requires
a shelltest dev build.
 2018-09-22 21:58:00 -10:00
Simon Michael
3de8c11de1 journal: a new account sorting mechanism, and a bunch of sorting fixes 
A bunch of account sorting changes that got intermingled.

First, account codes have been dropped. They can still be parsed and
will be ignored, for now. I don't know if anyone used them.
Instead, account display order is now controlled by the order of account
directives, if any. From the mail list:

  I'd like to drop account codes, introduced in hledger 1.9 to control
  the display order of accounts. In my experience,

  - they are tedious to maintain
  - they duplicate/compete with the natural tendency to arrange account
    directives to match your mental chart of accounts
  - they duplicate/compete with the tree structure created by account
    names

  and it gets worse if you think about using them more extensively,
  eg to classify accounts by type.

  Instead, I plan to just let the position (parse order) of account
  directives determine the display order of those declared accounts.
  Undeclared accounts will be displayed after declared accounts,
  sorted alphabetically as usual.

Second, the various account sorting modes have been implemented more
widely and more correctly. All sorting modes (alphabetically, by account
declaration, by amount) should now work correctly in almost all commands
and modes (non-tabular and tabular balance reports, tree and flat modes,
the accounts command). Sorting bugs have been fixed, eg #875.
Only the budget report (balance --budget) does not yet support sorting.

Comprehensive functional tests for sorting in the accounts and balance
commands have been added. If you are confused by some sorting behaviour,
studying these tests is recommended, as sorting gets tricky.
 2018-09-22 21:45:07 -10:00
Simon Michael
e2c9147ee5 csv: some follow-on issues related to #829 2018-09-07 13:43:05 -07:00
Simon Michael
fe2c48245c csv: simplify rules in ssv test 2018-09-07 13:42:44 -07:00
Simon Michael
23bdac41d9 csv: merge lucamolteni's cassava/custom separators (squashed) (#829) 
commit 5ba464de761b298e50d57a8b7d14bc28adb30d5d
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Sep 7 17:54:12 2018 +0200

    Fix CI 2

commit f060ae9449f4b61a915b0ed4629fc1ba9b66fb4a
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Sep 7 17:30:08 2018 +0200

    Fix CI build

commit af0719a33b9b72ad244ae80198d881a1f7145e9d
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Sep 7 17:19:01 2018 +0200

    Fix rebase

commit 1a24ddfa54dfb4ff1326e1a51005ffa82d3dc3c8
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Aug 10 16:25:24 2018 +0200

    Fixed some GHC warnings

commit 1ac43398a359b5925ef71f53347698f1c6c510ef
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Aug 10 16:14:49 2018 +0200

    Fix .cabal

commit 422456b925d8aa4ab3e869f51e98c2b1c3dcde0a
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jul 1 22:56:20 2018 +0200

    Removed to-do list

commit 1118b762e4fd15c4fe7ba48ba86676706ea3a5a5
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jul 1 22:53:28 2018 +0200

    Better test

commit 1146ed0941655668bf7684f18aa15c5f4b9b20c2
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jul 1 15:32:28 2018 +0200

    Fix parsing

commit 4fc2374b2b81802990da30c96756aab54d77399c
Author: Luca Molteni <volothamp@gmail.com>
Date:   Thu Jun 21 22:11:11 2018 +0200

    Parsing of separator

commit f7a61737f1ad4460ba20ca9b2e86eb21468abb33
Author: Luca Molteni <volothamp@gmail.com>
Date:   Thu Jun 21 14:29:23 2018 +0200

    Almost separator in options

commit ac8841cf3b9c80914bc3271ad9b9ff4ae9ba48a7
Author: Luca Molteni <volothamp@gmail.com>
Date:   Thu Jun 21 14:16:59 2018 +0200

    Separator in parseCSV

commit 92a8b9f6ba77ea4237f769641e03029ac88542ea
Author: Luca Molteni <volothamp@gmail.com>
Date:   Thu Jun 21 13:30:41 2018 +0200

    separator option

commit ec417a81ae625647cf35e61776cdf02bdb2c6aea
Author: Luca Molteni <volothamp@gmail.com>
Date:   Thu Jun 21 10:45:26 2018 +0200

    Removed one qualified import

commit 8b2f386c2f780adcd34cff3de7edceacc1d325a7
Author: Luca Molteni <volothamp@gmail.com>
Date:   Wed Jun 20 14:01:12 2018 +0200

    Removed string conversions

commit a14d0e099e28a286bb81770cfc9cb8f5c7e5cf1f
Author: Luca Molteni <volothamp@gmail.com>
Date:   Wed Jun 20 10:23:20 2018 +0200

    custom delimiter in cassava

commit 694d48e2bc1ada0037b90367c017f3082f68ed45
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jun 10 17:51:54 2018 +0200

    Use Text.getContents - remove UTF-8 compatibility library

commit a7ada2cc60033ebdd796ca34cc2ec69a4f387843
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jun 10 17:49:34 2018 +0200

    todo list

commit 58ec47d3987909f6bace50e3e647e30dadd5bf03
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jun 10 17:45:22 2018 +0200

    CSV test now has unicode characters

commit b7851e94c3f1683b63ec7250a12bcde3b7bed691
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jun 10 16:59:39 2018 +0200

    Use decode from Text

commit 79f59fd28ccaca08fcd718fcd8d00b1c1d65d7e1
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sun Jun 10 13:28:57 2018 +0200

    Use Text and Lazy Bytestring

commit 470c9bcb8dc00669beb4ef0303a1e7d9f7aecc89
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 15:30:22 2018 +0200

    Use megaparsec error

commit f978848ba249ef4f67b855bea5d4e549290c205c
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 15:22:07 2018 +0200

    Renamed qualify and remove Parsec

commit 152587fde204c43a55798d212e43f37cd3038c2e
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 15:12:36 2018 +0200

    Use cassava mega parsec

commit cf281577a3d3a071196484a6fc8485f2ea1f7d67
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 14:01:47 2018 +0200

    Removed Data.Vector

commit 1272e8e758369d8cc5778029a705b277355a5029
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 12:16:18 2018 +0200

    Removed Parsec ParseError

commit ae07f043135a19307fd65b281ade37a74c76acb2
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 12:06:14 2018 +0200

    Type sinonim for ParsecError

commit 8e15b253c11bd1c0c35a7641aeb18aa54e0ba9b0
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 11:16:08 2018 +0200

    Replaced with typeclasses

commit 1ed46f9c175603611325f3d377004e4b85f29377
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 11:01:33 2018 +0200

    Replaced Text/CSV with Cassava

commit 362f4111b5854145703174b976fc7acbd71b8783
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 10:34:37 2018 +0200

    Use cassava parsin instead of Text/CSV

commit 83e678e371618687cf7c15a4e2cfa67f570b6b64
Author: Luca Molteni <volothamp@gmail.com>
Date:   Sat Jun 9 08:22:51 2018 +0200

    Text CSV error messages

commit f922df71d274beeacab9fb2530b16c97f005cc08
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Jun 8 21:45:20 2018 +0200

    Better types

commit edd130781c84790a53bff2283e6041eb8232e7cf
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Jun 8 21:34:59 2018 +0200

    Conversion to Text CSV type

commit 0799383214483018ad2d977a3c8022414959c2b2
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Jun 8 16:06:21 2018 +0200

    First function with cassava

commit e92aeb151ff527b383ff3d0ced7764e81b71af82
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Jun 8 13:47:34 2018 +0200

    Added cassava as dependency

commit 5ea005c558a3939af7e5f0cd735a9b4da931228e
Author: Luca Molteni <volothamp@gmail.com>
Date:   Fri Jun 8 13:18:47 2018 +0200

    Better .gitignore for multi idea modules
 2018-09-07 12:34:51 -07:00
Simon Michael
9076474a09 lib: --forecast func tests note 2018-08-17 09:37:55 +01:00
Simon Michael
1d775a7a9c lib: D should not affect automated posting multiplier amounts (fix #860) 2018-08-17 07:39:17 +01:00
Simon Michael
13436637c6 lib: "decimal point" -> "decimal separator" in error message 2018-08-17 07:37:26 +01:00
Simon Michael
e05188831e tests: simplify unittests func. test 2018-08-16 06:05:07 +01:00