Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.
Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.
This option is especially useful for the balance and incomestatement
commands.
If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.
In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.
When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
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.
Income, liability and equity balances, which until now we have
always displayed as negative numbers, are now shown as normally positive
by these reports.
Negative numbers now indicate a contra-balance (eg an overdrawn
checking account), a net loss, a negative net worth, etc.
This makes these reports more like conventional financial statements,
and easier to read and share with normal people.
Ledger-style automated postings, previously supported only by
hledger-budget, have landed as a first-class feature. The --auto
flag activates them, so that any postings they generate are
included in reports.
Ledger-style periodic transactions, previously supported only by
hledger-budget, have landed as a first-class feature. The --forecast
flag activates them, so that any transactions they generate are
included in reports.
Compound balance commands like these can now be aware of normal account
balance sign, and sort negative balances accordingly.
This also adds utility-ht as a dependency, only for the uncurry function
right now but it looks potentially useful to have.
See the issue and linked mail list discussion. Ambiguity between the
uncleared state, and the "not cleared" --uncleared flag causes confusion
and friction. At this point it seems best to break with Ledger and
past hledger, pick a new name and drop --uncleared to put an end to it.
The balance command now shows negative amounts in red, when it thinks
ANSI codes are supported, ie when TERM is not "dumb" and stdout is not
being redirected or piped somewhere.
* Add an option to use unicode in balance tables
fixes#522
* Add a test for unicode tables
* Document --pretty-tables
* Support --pretty-tables in BalanceView
- try to clarify naming and meaning of balance/register report modes
and kinds of "balance" displayed. Added balance --change and
register --cumulative flags to clarify report modes.
- with multiple --change/--cumulative/--historical flags use the last
instead of complaining
- register -A is now affected by -H
- options cleanups
* Replace Parsec with Megaparsec (see #289)
This builds upon PR #289 by @rasendubi
* Revert renaming of parseWithState to parseWithCtx
* Fix doctests
* Update for Megaparsec 5
* Specialize parser to improve performance
* Pretty print errors
* Swap StateT and ParsecT
This is necessary to get the correct backtracking behavior, i.e. discard
state changes if the parsing fails.
Initial support of market value reporting and currency conversion,
similar in spirit to Ledger's. The balance command now has a -V/--value
flag that converts all the reported amounts using their "default market
price". That is the latest market price (P directive, formerly called
"historical prices") found in the journal for their commodity that is on
or before the report end date.
Unlike Ledger, hledger's -V only uses the market prices recorded with P
directives, ignoring transaction prices recorded as part of posting
amounts (which -B/--cost uses). Using -B and -V together is allowed.
A transaction/posting status of ! (pending) was effectively equivalent
to * (cleared). Now it's a separate state, not matched by --cleared.
The new Ledger-compatible --pending flag matches it, and so does
--uncleared. The equivalent search queries are now status:*, status:!
and status: (the old status:1 and status:0 spellings are deprecated).
Since we interpret --uncleared and status: as "any state except cleared",
it's not currently possible to match things which are neither cleared
nor pending.
-N doesn't seem to be used by Ledger currently; we'll
use it as shortcut for --no-total.
-T is used by Ledger to set a custom value expression for the final
total. I'm going to take it as a shortcut for --row-total instead.
Multicolumn balance reports can now be switched to a hierarchical view
with --tree. This is similar to the single column balance report with
--no-elide, ie we do not elide boring parents into the following line.
The --flat and --tree flags are opposites; the last one to appear on
the command line is decisive (in future, if not already).
