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1559 Commits

Author SHA1 Message Date
Simon Michael
dfcafc2cdf lib: refactor some journal, period expression parsers 2018-06-12 16:41:36 -07:00
Simon Michael
1287081ffd tools: doctest: slight cleanup 2018-06-12 16:41:36 -07:00
Simon Michael
7a4c3eea65 lib: doc: periodic/auto rule cleanups 2018-06-12 16:41:36 -07:00
Alex Chen
0fb737bc39 lib: reduce backtracking in commoditydirectiveonelinep 2018-06-11 14:29:18 -06:00
Alex Chen
0382bb5cd4 lib: move custom parse errors to Text.Megaparsec.Custom 2018-06-11 13:58:56 -06:00
Alex Chen
846a38139d lib: add license to the code copied from megaparsec 2018-06-11 13:58:56 -06:00
Alex Chen
2b22f857ac lib: make the parse errors module backwards compatible 2018-06-11 13:58:56 -06:00
Alex Chen
ff2b042c7e lib: remove the ErroringJournalParser type 2018-06-11 13:58:56 -06:00
Alex Chen
39e7ef0311 lib: refine date parser error messages 2018-06-11 13:58:55 -06:00
Alex Chen
132f8706d7 lib: edit comments to satisfy doctest 2018-06-11 13:57:30 -06:00
Alex Chen
5f87e7cd5d lib: enable the custom parse errors 2018-06-11 13:57:30 -06:00
Alex Chen
2d21ec0174 lib: weaken parser types 2018-06-11 13:57:30 -06:00
Alex Chen
4a9e418b7a lib: refactor includedirectivep to avoid "re-parsing" 2018-06-11 13:57:30 -06:00
Alex Chen
b034fa7ca9 lib: weaken parser types 2018-06-11 13:57:30 -06:00
Alex Chen
9b6558401f lib: rewrite comment parsers [API] 
- avoid the "re-parsing" of comments using the `match` parser combinator
 2018-06-11 13:57:30 -06:00
Alex Chen
d707b351cc lib: switch to custom parse errors for parserErrorAt 
Also weaken the types of the parsers that use it
 2018-06-11 13:57:30 -06:00
Alex Chen
c5561f25f1 lib: switch parsers to the custom error type 
Also add an explicit export list to `hledger-lib/Hledger/Utils/Parse.hs`
in order to re-export the custom error type (for convenience).
 2018-06-11 13:57:30 -06:00
Alex Chen
ca201e4618 lib: add a module for custom parse errors 
... for displaying the source line on which parse errors occured

Over the following set of commits, I will to refactor the parsers to
obviate the `ExceptT String` layer of the `ErroringJournalParser` type
so that all parse errors go through Megaparsec's parse error machinery.
 2018-06-11 13:57:22 -06:00
Simon Michael
42f47e2b6b update embedded manuals 
[ci skip]
 2018-06-08 17:27:04 -07:00
trevorriles
9b1343d0b9 Add fast flag to doctests. 
Fixes #802
 2018-06-07 10:41:09 -05:00
Simon Michael
061aad0431 remove some CPP that's obsolete since we require base 4.8+ 2018-06-04 17:33:21 -07:00
Simon Michael
7ebecb1ab8 use newer hashtables to fix an instance warning with doctests/ghc 7 (#794) 2018-06-04 17:33:17 -07:00
Simon Michael
0ce9c5728a switch to base-compat-batteries to fix ghc 7.10 support (#794) 
base-compat-batteries provides the same API across more ghc versions
than base-compat does, at the cost of more dependencies. Eg it exports
Prelude.Compat ((<>)) with ghc 7.10/base 4.8, which we expect.
My belief is that several of our deps already require it so the added
cost is not too great. We should probably go back to base-compat when
possible though, eg when we stop supporting ghc 7.10.
 2018-06-04 17:32:42 -07:00
Simon Michael
328b2dabfe require latest base-compat, might as well (#794) 2018-06-04 17:32:32 -07:00
Peter Simons
6db7f800ee hledger-lib: fix doctest suite after recent package updates 
The new version of our package set apparently contains both base-compat and
base-compat-batteries in its transitive closure. This breaks the doctest suite,
which just imports everything into scope when the tests are run, thereby making
module names like Prelude.Compat ambiguous.
 2018-06-04 21:41:15 +02:00
Peter Simons
8c0c168cd6 Fix the build of hledger-lib with ghc 8.0.x and base-compat 0.10.x. 
We don't need to import Data.Monoid because Prelude.Compat exports "<>"
already. In fact, importing that module causes build failures:

    Hledger/Read/Common.hs:725:62: error:
        Ambiguous occurrence ‘<>’
        It could refer to either ‘Sem.<>’,
                                 imported from ‘Prelude.Compat’ at Hledger/Read/Common.hs:97:1-39
                                 (and originally defined in ‘Data.Semigroup’)
                              or ‘Data.Monoid.<>’,
                                 imported from ‘Data.Monoid’ at Hledger/Read/Common.hs:110:1-18

Fixes https://github.com/simonmichael/hledger/issues/794.
 2018-06-04 20:58:58 +02:00
Simon Michael
66fbdc5d61 lib: enable doctests on mac again, note workaround, fix link 
[ci skip]
 2018-06-01 07:18:12 -07:00
Alex Chen
1116261f5a lib: simplify fromRawNumber 2018-05-27 07:50:26 -07:00
Alex Chen
c3f5659d75 lib: add some strictness annotations to the parser 
This was done to reverse minor performance regressions introduced in the
previous commits
 2018-05-27 07:50:26 -07:00
Alex Chen
d79e707485 lib: remove redundant check in accountnamep 2018-05-27 07:50:26 -07:00
Alex Chen
43aa3d479e lib: fix up runJournalParser 2018-05-27 07:50:26 -07:00
Alex Chen
d56fca1ba2 lib: superficial parser cleanups 2018-05-27 07:50:26 -07:00
Alex Chen
2a492696a9 lib: prevent the parsing of prices of prices 2018-05-27 07:50:26 -07:00
Alex Chen
edf9cc2366 lib: move handling of exponentials into fromRawNumber [API] 
- Rationale:
  - The information necessary for applying exponents to a number is more
    explicitly represented in the inputs to `fromRawNumber` than in the outputs
  - This way, `exponentp` may simply return an `Int`
 2018-05-27 07:50:26 -07:00
Alex Chen
f7fd6e6525 lib: refactor the raw number parser [API] 
- Purpose: to reduce the verbosity of the previous implementation
- Split off `AmbiguousNumber` into its own type
- Introduce a function `AmbiguousNumber -> RawNumber` explicitly capturing the
  disambiguation logic
- Reduce the number of remaining constructors in `RawNumber` to just two,
  `WithSeparator` and `NoSeparator`
  - The choice to distinguish by the presence of digit separators is motivated
    by the need for this information later on when disallowing exponents on
    numbers with digit separators
 2018-05-27 07:50:26 -07:00
Alex Chen
6ffa9cb3cd lib: rename pdigitgroup to digitgroupp for consistency 2018-05-27 07:50:26 -07:00
Alex Chen
cf9b2001e7 lib: refactor sign parser 
- Extracts the handling of signs out of `fromRawNumber` and into `signp` itself
- Rationale: The sign can be applied independently from the logic in
  `fromRawNumber`
 2018-05-27 07:50:26 -07:00
Alex Chen
84c7e2c403 lib: superficial changes to parsers 2018-05-24 09:35:27 -07:00
Alex Chen
121ba92ade lib: refactor the raw number parser [API change] 2018-05-24 09:35:27 -07:00
Alex Chen
93fbac99d3 lib: refactor date parser 2018-05-24 09:35:27 -07:00
Alex Chen
12e8d0e282 lib: change some parsers to use takeWhileP 2018-05-22 12:16:46 -07:00
Alex Chen
558c11596f lib: refactor the account name parser 2018-05-22 12:16:46 -07:00
Alex Chen
b245ec7b3d lib: remove the megaparsec compatability module 2018-05-22 12:16:46 -07:00
Alex Chen
c4ba7542d7 lib: use megaparsec 6 for all supported ghc versions 2018-05-22 12:16:46 -07:00
Alex Chen
676ea912b3 lib: fix issue where spaces were allowed as decimal points 
- Fixes #749
- Also enabling the tests prepared for #749
 2018-05-20 20:17:57 -07:00
awjchen
46aae19a54
lib: fix parsing of amounts with a whitespace digits separator 2018-05-20 16:02:59 -06:00
Simon Michael
581d02162c resolve all current build warnings with the supported GHC versions 
If I'm lucky.
 2018-05-17 20:43:55 -07:00
Alex Chen
67ed2d6cbf lib: superficial changes to comment parsers 2018-05-17 18:15:06 -07:00
Alex Chen
188583e232 lib: cleanup: remove redundant comment parsing alternatives 2018-05-17 18:15:06 -07:00
Alex Chen
892a1c6434 lib: refactor: make the bracketed date tags parser a SimpleTextParser 2018-05-17 18:15:06 -07:00
Alex Chen
0cff1634be lib: refactor: make the bracketed datetags parser a SimpleTextParser in all but type 2018-05-17 18:15:06 -07:00
Alex Chen
b3a91a49d8 lib: refactor: factor out a TextParser from datep 2018-05-17 18:15:06 -07:00
Alex Chen
09fd8132b7 lib: refactor: weaken types of comment parsers 2018-05-17 18:15:06 -07:00
Simon Michael
1c6702d598 budget: note some todos 
[ci skip]
 2018-05-17 08:12:14 -07:00
Alex Chen
31b72f0415 lib: replace notChar for backwards compatibility with megaparsec 5 2018-05-16 22:35:22 -07:00
Alex Chen
99e457f1da lib: fix performance regression introduced in 30ae9914 2018-05-15 19:29:59 -07:00
Alex Chen
12ddcb1784 lib: extend export list of Read/Common.hs 2018-05-15 11:52:29 -07:00
Alex Chen
17b11aaf1e lib: refactor parsing of bracketed posting dates 2018-05-15 11:52:29 -07:00
Alex Chen
fcc10f018d lib: merge parsing of date-tags with that of tags 2018-05-15 11:52:29 -07:00
Alex Chen
ec85271a0b lib: refactor tags parser: be more efficient, save SourcePos for later 2018-05-15 11:52:29 -07:00
Stephen Morgan
6c2385331c Allow comments for periodic transactions. 2018-05-14 18:28:27 -07:00
Simon Michael
c9d46f830f lib: fix hpack warning 
[ci skip]
 2018-05-14 10:28:29 -07:00
Mykola Orliuk
64c7eb78f4 GHC 8.0 compatibility 2018-05-13 14:41:08 -07:00
Stephen Morgan
5bc5bb5533 Fix doctest error introduced by 49c8c093ac. 2018-05-11 07:25:17 -07:00
Simon Michael
7040289d54 add some exports to fix warnings (#762) 2018-05-11 07:17:38 -07:00
Alex Chen
3aa72bdf16 lib: Clean up new code introduced for #655 2018-05-11 06:41:13 -07:00
Alex Chen
30ae991484 lib: Strip comment before parsing tags (#655) 2018-05-11 06:41:13 -07:00
Alex Chen
09ec6041bd lib: Report source positions from internal comment parsers 2018-05-11 06:41:13 -07:00
Alex Chen
b06d22a418 lib: Refactor common comment parsers 2018-05-11 06:41:13 -07:00
Alex Chen
c2199b1125 lib: Add explicit export list to Common.hs 2018-05-11 06:41:13 -07:00
Alex Chen
a409d09435 lib: restrict backtracking when parsing postings (#747) 2018-05-09 22:09:15 -07:00
Stephen Morgan
129f6e6839 Adjust start date of DateSpan for periodic forecasting with Days interval. 2018-05-09 17:19:58 -07:00
Simon Michael
49c8c093ac lib: clarify rawnumberp doc 
[ci skip]
 2018-05-09 10:22:39 -07:00
Simon Michael
cfee04215f bal: always ignore --drop when not in flat mode (fix #754) 2018-05-05 16:12:27 -07:00
Simon Michael
3586be2473 doc: csv: fix how-to link 2018-05-04 09:03:00 -07:00
Simon Michael
cfdde062eb clarify directive semantics 2018-05-03 21:20:29 -07:00
Simon Michael
18e5c9d5c9 doc: move market price docs under directives 2018-05-03 13:11:17 -07:00
Simon Michael
3ef11037b2 doc: journal: directives 
[ci skip]
 2018-05-01 10:50:38 -07:00
Simon Michael
9d0d47f09d changelog note 
[ci skip]
 2018-04-30 07:58:12 -07:00
Simon Michael
290ea1891a regen manuals 2018-04-29 18:04:59 -07:00
Simon Michael
59c804dac4 doc: journal: directives & periodic/automated cleanups 2018-04-29 18:02:16 -07:00
Simon Michael
53706bae66 doc: journal: fix heading level 2018-04-29 16:59:37 -07:00
Simon Michael
0aef51d725 changelogs 2018-04-29 12:45:07 -07:00
Simon Michael
d7f6ff0e18 doc: regenerate embedded manuals 2018-04-25 17:43:34 -07:00
Simon Michael
9151f5004e budget: show a budget report even with no interval (for whole journal period) 2018-04-24 23:12:42 -07:00
Simon Michael
568a442307 budget: tweak hiding/grouping of unbudgeted accounts 
It now works slightly differently. Eg:

- <unbudgeted>'s subaccounts are hidden by default
- --show-unbudgeted shows all unbudgeted accounts, including subaccounts of budgeted parents
- --show-unbudgeted doesn't affect the grouping under <unbudgeted>

IMHO it's a nice simplification and increase in consistency, while still meeting the original intent.
 2018-04-24 13:42:12 -07:00
Simon Michael
8b650d8e4f budget: fix inconsistent hiding of unbudgeted accounts 
Accounts which have no budget goals within the report period are now
grouped under <unbudgeted> - not just accounts with no budget goals ever.

Haddocks have been clarified, especially for budgetRollup. In some
ways things are much clearer without this feature, but it remains
enabled by default for now.
 2018-04-23 18:52:28 -07:00
Simon Michael
8759f12b63 budget: more consistent display of percentage 2018-04-23 18:52:28 -07:00
Simon Michael
41665d07b0 regenerate cabal files, fix tabular compilation error 2018-04-23 18:52:28 -07:00
Simon Michael
0c140d7238 budget: allow multi-interval budgets again 
Budgets were restricted to a single interval in 1.9, but this was
a mistake. This restores the 1.5 behaviour, where a budget can be built
up from multiple periodic transactions with different intervals.
 2018-04-23 18:52:28 -07:00
Simon Michael
e2c55aafa9 budget: --drop preserves the <unbudgeted> top-level account 2018-04-23 18:52:28 -07:00
Simon Michael
43287a3e26 budget: use a new first-class BudgetReport for --budget 2018-04-23 18:52:28 -07:00
Simon Michael
4b3c6afe75 lib: new generic PeriodicReport, and some report-related type aliases 2018-04-23 18:52:28 -07:00
Simon Michael
0b380971f7 journal: require a decimal point in commodity/format/D directives 
A commodity directive that doesn't specify the decimal point character
increases ambiguity and the chance of misparsing numbers, especially
as it overrides all style information inferred from the journal amounts.
In some cases it caused amounts with a decimal point to be parsed as if
with a digit group separator so 1.234 became 1234.

We could augment it with extra info from the journal amounts, when available,
but it would still be possible to be ambiguous, and that won't be obvious.

A commodity directive is what we recommend to nail down the style.
It seems the simple and really only way to do this reliably is to require
an explicit decimal point character. Most folks probably do this already.

Unfortunately, it makes another potential incompatiblity with ledger and
beancount journals. But the error message will be clear and easy to
work around.
 2018-04-20 21:56:06 -07:00
Simon Michael
3f2827424c refactor: number parsing docs 2018-04-20 21:39:06 -07:00
Simon Michael
3d4f5600ae journal: infer and balance amounts with standard amount styles (fix #737) 
Inferred amounts now have the appropriate standard amount style applied.
And when checking for balanced transactions, amount styles declared with
commodity directives are also used (previously only inferred amount styles were).
 2018-04-20 13:40:05 -07:00
Simon Michael
3a3829ac0f doc: regen embedded manuals 2018-04-20 06:48:26 -07:00
Simon Michael
d53557b09d regen cabal files with stack 1.7's hpack (0.28.2) 2018-04-20 06:47:52 -07:00
Simon Michael
30186e35ea cabal: update tested-with 2018-04-20 05:24:09 -07:00
Simon Michael
91e3ddd4fb lib: refactor 2018-04-20 05:24:09 -07:00
Dmitry Astapov
0c835acd18 lib, app: better descriptions for forecast transactions 2018-04-18 16:05:08 -07:00
Simon Michael
f2d3b3e1d4 csv: handle the other double negation cases: -(N), ((N)) (fix #736) 2018-04-18 07:39:33 -07:00
Dmitry Astapov
d82370d10b lib, app, web: remove differences between command line and journal file aliases 2018-04-17 16:09:11 -07:00
Dmitry Astapov
f6ec26e321 lib, app, web, ui: rename readJournalFile[s]WithOpts to readJournalFile, same for tryReader[s]WithOpts 2018-04-17 15:25:02 -07:00
Simon Michael
ae8046d47b lib: restore/update haddocks on readJournalFile[s]WithOpts 
[ci skip]
 2018-04-17 14:34:43 -07:00
Dmitry Astapov
5579af9a04 lib: remove readJournalFile(s) - supeceded by readJournalFile(s)WithOpts 2018-04-17 14:33:32 -07:00
Dmitry Astapov
37607beaea lib, app, web: use readJournalFileWithOpts instead of readJournalFile whenever possible 2018-04-17 14:33:32 -07:00
Dmitry Astapov
c7d86f3572 doc: mention that auto postings affect balances/amount inference (#729) 2018-04-17 14:33:32 -07:00
Dmitry Astapov
93814652f8 lib: auto postings are generated right after posting that triggered them (#729) 2018-04-17 14:33:32 -07:00
Dmitry Astapov
ecf49b1e4b lib: auto postings generated before amount inference and balance checks (#729) 2018-04-17 14:33:32 -07:00
Everett Hildenbrandt
c69fbff6d9 CsvReader: print more information about amount-in/out errors 2018-04-15 16:52:52 -07:00
Pavlo Kerestey
63d4c51dc4 Use quoteIfNeeded in quoteIfSpaced. Fix escapeDoubleQuotes to escape 2018-04-12 12:04:20 -07:00
Pavlo Kerestey
980210070a Explicit exports of Hledger.Utils.Text 2018-04-12 12:04:20 -07:00
Wad
3a7f50b5c5 Update hledger_journal.m4.md 
Update the location of the vim ledger support.
 2018-04-07 00:24:04 +01:00
Simon Michael
7129577f34 update cabal files 2018-04-04 17:56:22 +01:00
Simon Michael
4ea02bf1cb bump version to 1.9.99 2018-04-04 17:53:38 +01:00
Simon Michael
0b5ddcebee cli: clarify smart dates with more examples; add support for YYYYMM 2018-04-04 17:45:23 +01:00
Simon Michael
027abcabe6 update embedded manuals 2018-03-31 19:15:24 +01:00
Simon Michael
6ebb1fb061 update cabal files 2018-03-31 19:15:24 +01:00
Simon Michael
2db2010e40 bump version to 1.9, bump manual date 2018-03-31 19:15:24 +01:00
Simon Michael
0a1e46e018 doc: update changelogs, release notes 
[ci skip]
 2018-03-31 19:15:24 +01:00
Martin Michlmayr
633ad4455f doc: update references to the faq 
Update references to the FAQ in the documentation and on the web site.
 2018-03-31 17:58:29 +01:00
Simon Michael
1c26a5b8b5 doc: layout fix (#704, #706) 
[ci skip]
 2018-03-31 03:38:58 +01:00
Simon Michael
0979dbc01f regenerate cabal files with stack 1.6.3 to silence hpack warnings 
[ci skip]
 2018-03-31 03:24:01 +01:00
Simon Michael
61a16870ab doc: warn about digit group separators in scientific notation (#704, #706) 
[ci skip]
 2018-03-31 03:06:55 +01:00
Simon Michael
4ff3a749c6 lib: note an oddity with runJournalParser 2018-03-31 02:44:31 +01:00
Simon Michael
571ea1540b document scientific notation (#704, #706) 2018-03-31 02:41:31 +01:00
Mykola Orliuk
b377bff90a lib: support scientific number notation (#704, #706) 
closes simonmichael/hledger#704
 2018-03-31 01:49:46 +01:00
Simon Michael
2b34ff1184 lib: reportSpan debug output 2018-03-30 02:41:03 +01:00
Simon Michael
ebaac2866b lib: fix reportStartEndDates, rename to reportSpan 2018-03-30 00:16:35 +01:00
Simon Michael
dc4def835c lib: refactor runPeriodicTransaction, add a test 2018-03-29 18:11:34 +01:00
Simon Michael
d060398484 lib: splitSpan: return no spans for an empty datespan 
Fixes an issue where a bounded budget could wrongly appear in a
disjoint report period.
 2018-03-29 18:10:51 +01:00
Simon Michael
4d562ef068 lib: don't count periodic/modifier txns in Journal debug output 2018-03-29 16:45:34 +01:00
Simon Michael
083d9190fd budget: only periodic txns with the selected interval are used 2018-03-29 15:51:52 +01:00
Simon Michael
64e06750eb doc: draft changelogs & release notes 2018-03-28 18:25:01 +01:00
Simon Michael
d403b003c1 lib: disable doctests when building with ghc 8.4 on mac 
[ci skip]
 2018-03-26 18:23:46 +01:00
Moritz Kiefer
d7b68fbd7d Use skipMany/skipSome for parsing spacenonewline 
This avoids allocating the list of space characters only to then
discard it.
 2018-03-25 22:59:05 +01:00
Simon Michael
84579bb1b4 silence redundant import warnings with ghc 8.4 2018-03-24 22:51:56 +00:00
Simon Michael
21db75f1a6 update cabal files 2018-03-24 16:06:20 +00:00
Simon Michael
d1a55e5f76 tighten base upper bound, avoid breakage with next major GHC 2018-03-22 16:43:40 +00:00
Simon Michael
1e738e6ee5 lib: regenerate cabal file with older hpack to silence warning 2018-03-22 16:42:02 +00:00
Peter Simons
b3e4abe46d hledger-lib: re-generate the hledger-lib.cabal file 2018-03-22 16:08:17 +00:00
Peter Simons
a1ddecd8f5 hledger-lib: remove redundant dependency declaration on semigroups 
This dependency is already expressed conditionally for GHC versions older than
8.0.x, which is the proper way to do it since newer versions have that code in
base already.
 2018-03-22 16:08:17 +00:00
Simon Michael
7635f56a5c lib: add conditional dep to package.yaml and rest of cabal file 2018-03-12 23:27:23 +00:00
Peter Simons
4c5a58ec1e hledger-lib: add missing Semigroup instance for Journal 
GHC 8.4.1 makes Semigroup a superclass of Monoid. See
https://prime.haskell.org/wiki/Libraries/Proposals/SemigroupMonoid
for details.
 2018-03-12 23:17:14 +00:00
Simon Michael
6aa35b5cb8 lib: move easytest tests to lib, depend on released version 2018-03-05 17:27:13 -08:00
Simon Michael
3390972cab update generated manuals 2018-02-16 11:09:37 -08:00
Simon Michael
968ae13035 lib: redo buggy Amount refactoring 2018-02-16 02:26:39 -08:00
Simon Michael
b6a089b8a3 lib: Amount: hlint 2018-02-15 17:28:23 -08:00
Simon Michael
b231d99e38 lib: Account, AccountName: hlint 2018-02-15 11:38:34 -08:00
Simon Michael
6d94eed6fd lib: Types: fix/silence hlint warnings 2018-02-15 07:35:51 -08:00
Simon Michael
298651fa02 doc: periodic txns, automated postings edits 
[ci skip]
 2018-02-11 20:09:19 -08:00
Simon Michael
13855d6b53 csv: no csv records is no longer an error 2018-02-01 09:41:03 -08:00
Simon Michael
d3fde29b36 bal: --invert flag to flip all signs 2018-01-29 14:53:23 -08:00
Simon Michael
92d48ed0a2 lib/ui/web/api: move manuals to extra-source-files in these pkgs too 
[ci skip]
 2018-01-26 11:49:26 -08:00
Simon Michael
37555617b7 journal, bal: document account codes 2018-01-23 16:51:12 -08:00
Simon Michael
9b88fc2ed0 bal/bs/cf/is: sort accounts by account code, if any, then account name 
If any accounts have numeric codes assigned via account directives,
those accounts will be listed first, lowest account codes first.
 2018-01-23 11:33:24 -08:00
Simon Michael
d420a8b534 journal: account directive: parse and store a numeric account code also 2018-01-23 11:33:23 -08:00
Simon Michael
88ef586480 lib: rename, clarify purpose of balanceReportFromMultiBalanceReport 2018-01-23 11:32:24 -08:00
Simon Michael
5b1883fcdf bs/bse/cf/is: fix display of abbreviated name for December 2018-01-19 12:45:51 -08:00
Simon Michael
e9624486b6 bs/bse/cf/is: show local abbreviated month names on monthly columns 2018-01-18 11:46:12 -08:00
Simon Michael
46d7893446 updated generated manuals 2018-01-18 11:01:15 -08:00
Simon Michael
6b349e3123 bs/bse/cf/is: show all balances as normally-positive (experimental) 
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.
 2018-01-18 11:01:07 -08:00
Simon Michael
3b2a9eaba4 lib: refactor 2018-01-15 14:15:52 -08:00
Simon Michael
79812f974a rename NormalBalance -> NormalSign 2018-01-15 14:12:38 -08:00
Christoph Nicolai
c409afc90b Update Editor Table 
Reformat markdown table and update Sublime Text URL.
 2018-01-10 07:58:14 -08:00
Simon Michael
fedf36e823 lib: when the text encoding is UTF-8, ignore any UTF-8 BOM prefix 
Paypal's new CSV has this BOM prefix (at the time of writing),
which was causing a confusing parse error.
 2018-01-04 16:29:23 -08:00
Simon Michael
81e964502b lib: refactor low-level text file reading 2018-01-04 16:17:25 -08:00
Simon Michael
a0d765edb5 update embedded manuals 2018-01-04 10:19:27 -08:00
Simon Michael
bc3f5c476c bump version to 1.5.99 2018-01-04 10:15:03 -08:00
Simon Michael
82283d75d7 doc: changelog updates 2017-12-31 10:30:28 -08:00
Simon Michael
956dee9682 update cabal files 2017-12-31 10:24:15 -08:00
Simon Michael
6ccabe3b48 update embedded manuals 2017-12-31 10:22:09 -08:00
Simon Michael
52c3884ab7 bump version strings & bounds to 1.5 2017-12-31 10:20:48 -08:00
Simon Michael
7921f0cf44 update embedded manuals 2017-12-31 10:08:44 -08:00
Simon Michael
0d8ac2cd6f update cabal files 2017-12-31 10:03:50 -08:00
Simon Michael
e927e587e6 lib,cli: auto/forecast/budget option/docs cleanup, consistency 2017-12-31 10:01:18 -08:00
Simon Michael
667a1d7e59 remove upper bounds on all but hledger* and base 
It's rare that my deps break their api or that newer versions must be avoided,
and very common that they release new versions which I must tediously
and promptly test and release hackage revisions for or risk falling out
of stackage. Trying it this way for a bit.
 2017-12-31 09:13:50 -08:00
Simon Michael
26d1f10ef1 consistent spacing in bounds 2017-12-31 09:05:39 -08:00
Simon Michael
d3363d09d8 allow megaparsec 6.4.0 2017-12-31 08:47:59 -08:00
Simon Michael
99cde10e98 doc: draft changelogs 2017-12-30 18:20:41 -08:00
Simon Michael
ecdbc05703 Merge branch 'feature/space-as-digits-sep' of https://github.com/ony/hledger into ony-feature/space-as-digits-sep 2017-12-30 09:29:22 -08:00
Simon Michael
2a0e12122c tools: regen cabal files with latest stack's hpack to avoid warnings 2017-12-30 08:47:47 -08:00
Simon Michael
8f55b6137d uses today's prices, not those of last txn date, for -V (fix #683,#648) 2017-12-29 21:42:59 -08:00
Simon Michael
69e255cead lib: deduplicate, refactor valuation code 2017-12-29 16:52:08 -08:00
Simon Michael
aa06d0f9bd lib, cli, ui: allow ansi-terminal 0.8 2017-12-29 12:41:22 -08:00
Simon Michael
d15a2dc4c0 lib: fix journalAccountNames doc 
[ci skip]
 2017-12-29 12:34:51 -08:00
Simon Michael
ddef7d722d lib: update journal account names api 
Now we have:

-- | Sorted unique account names posted to by this journal's transactions.
journalAccountNamesUsed :: Journal -> [AccountName]

-- | Sorted unique account names implied by this journal's transactions -
-- accounts posted to and all their implied parent accounts.
journalAccountNamesImplied :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives in this journal.
journalAccountNamesDeclared :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives or posted to
-- by transactions in this journal.
journalAccountNamesDeclaredOrUsed :: Journal -> [AccountName]

-- | Sorted unique account names declared by account directives, or posted to
-- or implied as parents by transactions in this journal.
journalAccountNamesDeclaredOrImplied :: Journal -> [AccountName]

-- | Convenience/compatibility alias for journalAccountNamesImpliedOrUsed.
journalAccountNames :: Journal -> [AccountName]
 2017-12-29 12:18:04 -08:00
Simon Michael
d7d75c50fe lib: expandAccountNames, accountNamesFromPostings should sort here 2017-12-29 12:16:46 -08:00
Simon Michael
07596b1c54 update embedded manuals 2017-12-22 10:13:38 -08:00
Simon Michael
0621a27833 update cabal files 2017-12-22 10:13:37 -08:00
Simon Michael
efdee17aae bump version strings & lower bounds to 1.4.99 2017-12-22 10:13:37 -08:00
Simon Michael
761fc31eb8 lib,cli,ui,web: allow megaparsec 6.3.0 2017-12-15 12:32:11 -08:00
Nadrieril
9e6e06033f lib: Allow balance-only entries in csv reader 2017-12-14 18:26:29 -08:00
Simon Michael
cd5c74625e update embedded manuals 2017-12-14 18:20:07 -08:00
Dmitry Astapov
040b9aef91 doc: add Periodic transactions, Automated posting rules 2017-12-14 17:20:07 -08:00
Simon Michael
302ee50bfe update embedded manuals 2017-12-07 12:04:11 -08:00
Simon Michael
9013694d89 cabal: regenerate with stack 1.6/hpack 0.20 2017-12-07 11:46:33 -08:00
Simon Michael
c18a75ecfe fix data-files paths in yaml/cabal files 2017-12-06 18:45:01 -08:00
Simon Michael
968cff7a4a remove numbers from all but nroff filenames 2017-12-06 18:35:18 -08:00
Simon Michael
61a2fa4d53 move package manual files out of doc/ 2017-12-06 18:26:20 -08:00
Simon Michael
1d26845525 remove */doc/README 2017-12-06 18:18:03 -08:00
Mykola Orliuk
95db5062d6 journal: inherit commodities in included files 
Followup on some comments for simonmichael/hledger#487
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
9cdd02e0b0 journal: pretty errors for included files 
Fixes simonmichael/hledger#660
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
fa2e680b2e lib: fix styles after cost application 
Fixes simonmichael/hledger#509
 2017-12-04 12:26:26 -08:00
Mykola Orliuk
47766ea9d4 journal: support space as digits sep 
Resolves simonmichael/hledger#330
 2017-11-29 17:20:18 +01:00
Dmitry Astapov
6f92e70575 lib: remove needless numeric comparisons in bal/bs 
accountsFromPostings is currently doing excessive work when adding up
postings in each account. It sorts (accountName, amount) tuples which
cause amounts in them to be compared. There is no need to look at amount
here at all since subsequent summing up and counting does not depend on
order. It is enough to sort by accountname only.

Went through similar pieces of code, made them all look uniform.
 2017-11-29 07:08:18 -08:00
Dmitry Astapov
cf0dfa9f58 lib: add dependecy on 'extra' package 
It has a collection of useful list processing functions.
 2017-11-29 07:08:18 -08:00
Simon Michael
4228203740 doc: regenerate embedded manuals 
[ci skip]
 2017-11-28 17:37:27 -08:00
Mykola Orliuk
9df985f8c6 doc: resolving of amount decimal/group ambiguity 2017-11-27 15:47:56 -08:00
Mykola Orliuk
e58272f28f journal: use groups sep and prec for decimal hint 
Use whole AmountStyle in process of resolving decimal/groups separator
ambiguity.

Resolve simonmichael/hledger#399
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
7cbdeb40a4 journal: get decimal hint from default commodity 
If appropriate commodity directive is missing fallback to default
commodity directive to get number representation style.
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
b7dbe044b0 journal: use decimal sep hint for amount parser 
Make use of commodity format directive as a hint for parsing amount.

Kinda resolves simonmichael/hledger#487
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
dafdaec1ca journal: factor out rawnumberp 2017-11-27 15:47:56 -08:00
Mykola Orliuk
bcf7a1add5 journal: make numbers parsing more strict 
- Hunt down adjacent punctuations with altering char.
- Add some tests dedicated to parsing amounts.
 2017-11-27 15:47:56 -08:00
Mykola Orliuk
53ad035b24 journal: limit scope of directives backtracking 
Effectively improves error reporting for directives.

Resolves simonmichael/hledger#402
 2017-11-27 14:32:48 -08:00
Mykola Orliuk
48623b4ceb lib: fix backtracking in periodexpr parser 
- Simplify doctests for periodexpr.
- Besides consuming leading space consume ending space for periodexpr also.
- Drop implicit option (def, def) behaviour of periodexpr. I.e. disallow
  hledger reg -p '' and auto-transaction with heading just '~'.
- Slightly re-factor periodexpr.
- Ensure that reportinginterval doesn't consume trailing space.
  Useful if  we'll start disallowing periods like "every1stjan2009-".
 2017-11-27 06:38:47 -08:00
Dmitry Astapov
23f3da4e92 cli: --auto adds automated postings to reports 
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.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
f101d5b515 cli: --forecast adds periodic transactions to 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.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
50b4d76ce9 lib: runPeriodicTransaction's start date must line up with interval 
This is very helpful for periodic transactions, because in budget mode
you need to ensure that no periodic transactions extend past the end
of the journal, and in forecast mode you need to make sure that all
periodic transactions are strictly after the end of the journal.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
597e9c47c9 lib: more periodic transaction tests 
Some of these demonstrate that runPeriodicTransaction could generate
transactions ouside of requested DateSpan. This happens because
runPeriodicTransaction uses splitSpan internally, and splitSpan always
generates dateSpans that fully cover original DateSpan, extending
beyound left/right boundary if necessary. This is ok if transactions
are generated for budgeting purpose, but during forecasting care should
be taken to check that all generated transactions are happening past
the end of the real journal.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
950891b55b lib: support "every <weekday>" 
A shorter spelling for "every <n>th day of week".
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
993e3f2b67 lib: support "every 2nd Thursday of month" in period expressions 
Useful for periodic transactions.
 2017-11-26 14:57:41 +00:00
Dmitry Astapov
f1b4618f2d lib: support "every 11th Nov" in period expressions 
Useful for periodic transactions
Without it, once-per-year periodic transactions always occur on 1st Jan.
 2017-11-26 14:57:37 +00:00
Dmitry Astapov
7acb5d45aa lib: make month names in period expressions case-insensitive 
Currently only lower-case account names are supported, both on the
command line, and in the journal (in periodic transactions):

This works:
$ hledger balance -p nov

This does not:
$ hledger balance -p Nov

First transaction will parse, second will not:
```
cat every-month.journal                                                                                                                                ~/devel/haskell/darcs-get/hledger/examples
~ aug to sep
    assets
    expenses    $1

~ Aug to Sep
    assets
    expenses    $2
```

$../bin/hledger-budget bal -f every-month.journal
hledger-budget: Failed to parse "Aug to Sep": date parse error ()

This commit fixes both cases.
 2017-11-26 00:25:08 +00:00
Dmitry Astapov
4049455f26 lib: Fix splitSpan for nthdayof{week,month} - start of DateSpan was not covered 
Demonstration:

Consider year-test.journal:
```
2015/02/01 first half
    expenses  $1
    assets

2015/07/01 second half
    expenses  $2
    assets

2016/02/01 first half
    expenses  $4
    assets

2016/07/01 second half
    expenses  $8
    assets

2017/02/01 first half
    expenses  $16
    assets

2017/07/01 second half
    expenses  $32
    assets
```

Year balances are good:
```
$ hledger balance -f year-test.journal -p yearly
Balance changes in 2015/01/01-2017/12/31:

          || 2015  2016  2017
==========++==================
 assets   ||  $-3  $-12  $-48
 expenses ||   $3   $12   $48
----------++------------------
          ||    0     0     0
```

Note how first transaction in 2015 is not included. Note that this is old period expression, so this bug exsits in master:
```$ hledger balance -f year-test.journal -p 'every 2nd day of month'
Balance changes in 2015/07/02-2017/07/01:

          || 2015/07/02-2015/08/01  2015/08/02-2015/09/01  2015/09/02-2015/10/01  2015/10/02-2015/11/01  2015/11/02-2015/12/01  2015/12/02-2016/01/01  2016/01/02-2016/02/01  2016/02/02-2016/03/01  2016/03/02-2016/04/01  2016/04/02-2016/05/01  2016/05/02-2016/06/01  2016/06/02-2016/07/01  2016/07/02-2016/08/01  2016/08/02-2016/09/01  2016/09/02-2016/10/01  2016/10/02-2016/11/01  2016/11/02-2016/12/01  2016/12/02-2017/01/01  2017/01/02-2017/02/01  2017/02/02-2017/03/01  2017/03/02-2017/04/01  2017/04/02-2017/05/01  2017/05/02-2017/06/01  2017/06/02-2017/07/01
==========++========================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================
 assets   ||                     0                      0                      0                      0                      0                      0                    $-4                      0                      0                      0                      0                    $-8                      0                      0                      0                      0                      0                      0                   $-16                      0                      0                      0                      0                   $-32
 expenses ||                     0                      0                      0                      0                      0                      0                     $4                      0                      0                      0                      0                     $8                      0                      0                      0                      0                      0                      0                    $16                      0                      0                      0                      0                    $32
----------++------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
          ||                     0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0
```

Note how 2015 is absent entirely. This is new expression, but i think that general nature of bug is the same...
```
$ hledger balance -f year-test.journal -p 'every 4th Apr'
Balance changes in 2016/04/04-2018/04/03:

          || 2016/04/04-2017/04/03  2017/04/04-2018/04/03
==========++==============================================
 assets   ||                  $-24                   $-32
 expenses ||                   $24                    $32
----------++----------------------------------------------
          ||                     0                      0
```
 2017-11-25 21:43:13 +00:00
Simon Michael
f5a39f7bc4 doc: csv: expand description part, include examples 
[ci skip]
 2017-11-05 17:30:31 -08:00
Simon Michael
4ab71f0d0a journal: clarify that txn/posting comments must start with semicolon 2017-11-01 08:04:25 -07:00
Simon Michael
0e4d791371 doc: journal: use consistent semicolon comments in examples 
About to add support for # posting comments, but using the semicolon
in examples makes them easier to test with Ledger.

[ci skip]
 2017-11-01 06:12:55 -07:00
Simon Michael
676eb6e1a2 update embedded manuals 2017-10-31 12:38:37 -07:00
jeevcat
3a9ea65b99 Rewrite of BalanceAssertion type to track its source position. 
Fixes #481.
 2017-10-16 13:25:03 -07:00
Sam Jeeves
11684843a0 Balance assertion errors now show line of failed assertion posting. Fixes #481. 2017-10-14 15:11:19 -07:00
Simon Michael
302723b1be lib,cli,ui,web: allow megaparsec 6.2 
Forgot to commit this last time.

[ci skip]
 2017-10-01 09:49:51 -10:00
Simon Michael
5de51c9bad fix warnings/errors found by make stacktest 2017-09-30 13:00:22 -10:00
Simon Michael
7520da5e0c update embedded manuals 2017-09-30 11:46:03 -10:00
Simon Michael
bfb4a38afb update cabal files 2017-09-30 11:45:33 -10:00
Simon Michael
4a49b86175 bump version strings & lower bounds to 1.4 2017-09-30 11:44:53 -10:00
Simon Michael
8c86d9b578 doc: update manuals re --sort-amount 2017-09-29 19:31:44 -10:00
Simon Michael
62c822c1e6 lib: more compact debug output for Accounts 2017-09-29 18:50:18 -10:00
Simon Michael
b5602fd771 bal: --sort-amount sorts tree-mode multi-column balance reports 2017-09-29 18:49:47 -10:00
Simon Michael
d527384261 bal: --sort-amount sorts tree-mode single-column balance reports too 2017-09-28 09:49:03 -10:00
Simon Michael
32d5428197 doc: draft 1.4 changelogs 
[ci skip]
 2017-09-26 16:22:30 -10:00
Simon Michael
580ad88dca timedot: fix parsing of month quantities (Nmo) 
[ci skip]
 2017-09-26 15:11:37 -10:00
Simon Michael
cd998e7f2f slight fix for --sort-amount, don't flip when normal balance unspecified 2017-09-25 19:10:21 -10:00
Simon Michael
d9d92b3bf1 bs/bse/is: --sort-amount puts large liabilities/equities/incomes at top 
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.
 2017-09-25 19:06:38 -10:00
Simon Michael
35e2e94228 bal/bs/cf/is: --sort-amount sorts by amount instead of account name 2017-09-25 06:17:46 -10:00
Simon Michael
5c85a1dd1c lib: allow trailing whitespace in regex account aliases 
Trailing whitespace in the replacement part of a regular expression
account alias is now significant. Eg, slightly flattening some bank
accounts: --alias '/:somebank:/=somebank '
 2017-09-22 16:43:03 -10:00
Simon Michael
7edacdf443 cli: import command! hledger import *.csv adds new txns to main file 2017-09-17 18:57:51 -07:00
Simon Michael
0720cf9341 csv: doc: note how --rules-file affects all files in command 2017-09-17 13:37:06 -07:00
Simon Michael
1edb828a75 lib, print: rename --new's save files to .latest.*, easier to manage 2017-09-17 13:26:42 -07:00