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aa96b41efe
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50 Commits

Author SHA1 Message Date
Simon Michael
aa96b41efe print, register: add --value=then, valuing at each posting's date 
Currently this will give an error with other kinds of report.
 2020-02-10 08:20:39 -08:00
Brian Wignall
24026d629a Change "showEndDates" formatting to yyyy-mm-dd in CompoundBalanceCommand 2020-01-07 15:58:54 -08:00
Stephen Morgan
228edf6ba6 Don't store leaf name in PeriodReport. 
Calculate at the point of consumption instead.
 2020-01-04 21:15:42 -08:00
Stephen Morgan
8882b6fc85 cli: Use PeriodicReport. 2020-01-04 17:23:17 -08:00
Mykola Orliuk
5287fe671b ;all: hide RawOpts internals 
This way we can ensure we always use only functions from RawOptions.
 2019-11-18 17:38:39 -08:00
Michael Kainer
79ca4a767e cli: Add -% to compound balance commands 
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.
 2019-11-18 17:10:59 -08:00
Simon Michael
1cbbe8f43d memoise market valuation, making it fast (#999) 2019-08-19 02:16:39 +01:00
Simon Michael
7c2511aa29 bs: show end date(s) in title, not transactions date span (#1078) 
Compound balance reports showing ending balances (eg balancesheet),
now show the ending date (single column) or range of ending
dates (multi column) in their title. ,, (double comma) is used
rather than - (hyphen) to suggest a sequence of discrete dates
rather than a continuous span.
 2019-08-15 18:22:23 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +01:00
Simon Michael
faf85d91e3 cli: restore --aux-date and --effective as --date2 aliases (#1034) 
These Ledger-ish spellings were dropped over the years, to improve
--help's layout. Now they work again, but are considered hidden flags
so --help doesn't show them automatically (but I decided to mention
them manually in --date2's description).
 2019-06-02 08:48:41 -07:00
Simon Michael
aa99743096 make -V do --value=end in multiperiod reports (#329) 2019-05-24 10:30:35 -07:00
Simon Michael
9977739c76 bal etc.: replace --value=transaction with --value=cost (#329) 2019-05-23 21:55:18 -07:00
Simon Michael
f999bf78e6 opts: new -B/--cost, -V/--market, --value flags (#329) 2019-05-23 13:11:20 -07:00
Simon Michael
76342a3fd0 bal/bs/cf/is: mention valuation type in report title 2019-05-09 15:39:43 -07:00
Simon Michael
8d7eacd73f bal: support --value-at=p/t with multiperiod reports (#329) 2019-05-05 09:30:01 -07:00
Simon Michael
ebf5ed93f2 valuation: more thorough --value-at; document status (#329, #999) 
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.
 2019-05-03 12:24:02 -07:00
Jakob Schöttl
98d7c073c7 Reduce simple lambda 2019-02-09 12:47:24 -08:00
Simon Michael
4ee39e039b doc: integrate CLI help & manual for remaining commands 
& rename HelpTemplate -> CommandDoc
 2019-01-28 05:43:49 -08:00
Simon Michael
b053942e9b lib: flip the arguments of (divide|multiply)[Mixed]Amount (api change) 
Also, start using a mapMixedAmount helper.
 2018-11-13 17:28:24 -08:00
Dmitry Astapov
15c666702b cli: compoundbalancecommand keeps zero-balance accounts with children 2018-10-17 16:59:53 -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
43287a3e26 budget: use a new first-class BudgetReport for --budget 2018-04-23 18:52:28 -07:00
Simon Michael
326ac83dcf fix haddock issues 2018-03-31 19:15:24 +01:00
Simon Michael
1347885cd8 bal/bs/bse/cf/is: show short monthnames in monthly reports (like html) 2018-03-28 18:17:20 +01:00
Simon Michael
d3fde29b36 bal: --invert flag to flip all signs 2018-01-29 14:53:23 -08:00
Simon Michael
37555617b7 journal, bal: document account codes 2018-01-23 16:51:12 -08:00
Simon Michael
88ef586480 lib: rename, clarify purpose of balanceReportFromMultiBalanceReport 2018-01-23 11:32:24 -08:00
Simon Michael
6c60e4a97b bs/cf/is: always show a tabular report, even with no report interval 
Previously, if you specified no report interval, the text output of
these commands was a simple report like the original balance command,
with amounts on the left and account names on the right. Also,
balances used arithmetic sign like the balance command.
Now it always draws a table, with account names in the left
column, and shows balances with normal-positive sign, consistent with
the multicolumn reports. Less code, fewer bugs.
 2018-01-23 11:05:01 -08:00
Simon Michael
2e9ae3f400 bs/bse/cf/is: html output fixes and styling/styleability 2018-01-19 14:16:23 -08:00
Simon Michael
6210613f76 bs/bse/cf/is: show overall report span in title 2018-01-18 12:00:16 -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
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
Simon Michael
02516ef987 bal/bs/bse/cf/is: basic HTML output 2018-01-14 18:09:50 -08:00
Simon Michael
73ba78f092 bs/bse/cf/is: don't repeat the headings row for each subreport 2018-01-14 17:57:46 -08:00
Simon Michael
a26f7a9f51 include the column spans explicitly in CompoundBalanceReport 2018-01-14 17:49:45 -08:00
Simon Michael
b5602fd771 bal: --sort-amount sorts tree-mode multi-column balance reports 2017-09-29 18:49:47 -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
55cebad0d5 cli: refactor: move commands to a subdirectory, reinstate test command 2017-09-12 10:04:36 -07:00
Simon Michael
8851ebc29f bs/cf/is: support --output-file and --output-format=txt|csv 
The CSV output should be reasonably ok for dragging into
a spreadsheet and reformatting.
 2017-07-25 19:43:45 -07:00
Simon Michael
f49756231a refactor compoundBalanceCommandMultiColumnReport etc. 2017-07-25 16:03:59 -07:00
Simon Michael
48d909c695 refactor compoundBalanceCommandMultiColumnReport etc., more correct docs 2017-07-25 14:28:52 -07:00
Simon Michael
5d93c39922 clarify balance report/cumulative/historical/tree mode shenanigans 2017-07-25 13:55:54 -07:00
Simon Michael
f0119ec9c1 refactor compoundBalanceCommand 2017-07-25 13:22:03 -07:00
Simon Michael
115ed3aead bs/is: show a trailing blank line in single column reports, for consistency 2017-07-25 12:46:56 -07:00
Simon Michael
9d4d6ebc4d bs/cf/is: show one trailing blank line, not two 2017-07-25 12:43:56 -07:00
Simon Michael
c89bec0e17 bs/is: don't let an empty subreport disable the grand totals (fixes #588) 2017-07-25 09:21:09 -07:00
Simon Michael
083df72582 refactor: BalanceCommand -> CompoundBalanceCommand 
More verbose, but also more precise.
 2017-07-25 09:21:09 -07:00