Simon Michael
714b346fdd
imp: fully support quarter syntax in smart dates and period expressions
2025-06-23 18:37:08 -07:00
Simon Michael
afd18a10bf
fix: show historical balances even if report period is empty [ #2403 ]
...
This adds a safer version of spanDefaultsFrom that won't create spans
that end before they start, and updates all reports to use it.
The only related change noticed so far is that close now gives an
error instead of a malformed entry, when there's no data to close.
[#2409 ]
2025-06-15 22:42:58 -10:00
Simon Michael
9c7e5b2467
dev:MultiBalanceReport: consistent debug output labels
2025-06-15 22:16:50 -10:00
Simon Michael
427a5de1f3
dev:MultiBalanceReport: use error' consistently for clean output
2025-06-15 22:06:34 -10:00
Simon Michael
4a5775da71
imp: commodities/payees/tags: used/declared flags, like accounts
...
And general cleanup of options and help across
the accounts, commodities, payees, tags commands.
2025-06-15 07:32:40 -10:00
Simon Michael
38aadddf7b
dev: Hledger.Query.matchesCommodity: check all query types, not just cur:
...
And default to False (unlike the other match functions. Ok ?)
2025-06-15 07:32:40 -10:00
Simon Michael
d3c86bafdf
;doc: finalise changelogs for 1.43.2 on 2025-06-13
2025-06-13 12:05:20 -10:00
Simon Michael
cc95eca1ce
;doc: update changelogs
2025-06-13 12:05:20 -10:00
Simon Michael
bd2d8728d1
fix: txn balancing: fix logic for the 1.50 message [ #2402 ]
...
and add more tests.
2025-06-13 09:10:46 -10:00
Simon Michael
16fd84166a
;dev: cleanup
2025-06-12 18:48:48 -10:00
Simon Michael
57031b0e78
dev: rename exitOnError -> handleExit, improve doc
2025-06-12 18:48:10 -10:00
Simon Michael
0750a27d00
dev: ignore SIGPIPE errors from truncated output in a more robust way [ #2405 ]
2025-06-12 18:36:41 -10:00
Simon Michael
cda62d9a59
;dev: change "1.44" to "1.50" in docs and error messages
2025-06-12 17:55:13 -10:00
Simon Michael
0d388a6f93
;imp: show a more helpful error for transactions unbalanced by upgrade [ #2402 ]
...
(and drop the last sentence from the single-commodity unbalanced
transaction error)
2025-06-12 17:55:13 -10:00
Simon Michael
de4d637def
dev: transaction balancing: cleanup [ #2402 ]
2025-06-12 17:55:13 -10:00
Simon Michael
bf90b20f2c
imp: --txn-balancing flag to select transaction balancing precision [ #2402 ]
2025-06-12 17:55:13 -10:00
Simon Michael
442bd24bc5
;dev: commodityStyleFromRawOpts: cleanup
2025-06-12 17:55:13 -10:00
Simon Michael
a9408b8cd5
imp:journal: balance transactions with local precisions [ #2402 ]
2025-06-12 17:55:13 -10:00
Simon Michael
82ba831822
dev: move commodityStylesFromAmounts to Hledger.Data.Amount
...
Also drop canonicalStyleFrom, seems unused.
2025-06-12 17:55:13 -10:00
Simon Michael
eb6b48dded
fix:cli: don't raise an error if output is truncated in a pipe [ #2405 ]
...
This broke in 1.43.
Now we ignore any IOException whose message contains "broken pipe".
Hopefully this matches pre-1.43 behaviour and doesn't hide real errors.
2025-06-12 17:55:13 -10:00
Simon Michael
41e62885c4
dev: avoid a strange vscode/Haskell highlighting bug
2025-06-07 15:28:41 -10:00
Stephen Morgan
80cf1d1995
!dev: lib: Allow Account to store date-indexed balances.
...
This upgrades Account to enable it to store a multiperiod balance, with
a separate balance for each date period. This enables it do the hard
work in MultiBalanceReport.
Some new types are created to enable convenient operation of accounts.
- `BalanceData` is a type which stores an exclusive balance, inclusive
balance, and number of postings. This was previously directly stored
in Account, but is now factored into a separate data type.
- `PeriodData` is a container which stores date-indexed data, as well as
pre-period data. In post cases, this represents the report spans,
along with the historical data.
- Account becomes polymorphic, allowing customisation of the type of
data it stores. This will usually be `BalanceData`, but in
`BudgetReport` it can use `These BalanceData BalanceData` to store
both actuals and budgets in the same structure. The data structure
changes to contain a `PeriodData`, allowing multiperiod accounts.
Some minor changes are made to behaviour for consistency:
- --declared treats parent accounts consistently.
- --flat --empty ensures that implied accounts with no postings are not displayed, but
accounts with zero balance and actual postings are.
2025-06-04 23:10:00 -10:00
Simon Michael
2899b46c59
;doc: update embedded manuals
2025-06-04 07:31:18 -10:00
Simon Michael
af9822a60a
;cabal: update cabal files
2025-06-04 07:31:13 -10:00
Simon Michael
a0a539cb66
;pkg: set version to 1.43.99
2025-06-04 07:31:12 -10:00
Simon Michael
847567095d
;doc: finalise changelogs for 1.43.1 on 2025-06-03
2025-06-03 18:44:40 -10:00
Simon Michael
c2972b3d5d
;pkg: update tested-with
2025-06-03 18:44:40 -10:00
Simon Michael
b67379c3d8
fix: cur: in posting-based reports filters multicommodity amounts again [ #2396 ]
2025-06-03 18:44:08 -10:00
Simon Michael
6daba4edb8
dev: refactor journalValueAndFilterPostingsWith a bit [ #2396 ]
2025-06-03 18:44:08 -10:00
Simon Michael
bdd2018663
lib:Hledger.Query: queryIsAmtOrSym
2025-06-03 18:44:08 -10:00
Simon Michael
5bbf31096d
;lib: note an issue with filterQuery
2025-06-03 18:44:08 -10:00
Simon Michael
959be5f51d
fix:lib:Hledger.Query: parseQueryTerm: don't call error for a bad amt: argument
2025-06-03 10:10:04 -10:00
Simon Michael
2a4718d40a
fix: make a few more error messages consistent, hiding call stack [ #2367 ]
2025-06-03 10:10:04 -10:00
Simon Michael
59387cbf6b
;doc: finalise changelogs for 1.43 on 2025-06-01
2025-06-01 12:31:24 -10:00
Simon Michael
d9c512deee
;doc: changelogs
2025-06-01 12:31:24 -10:00
Michael Rees
0c3e7bc395
Always check added transaction, even if no immediate assertion
2025-05-31 23:19:47 -10:00
Michael Rees
b042115692
Ignore assertions during add with -I
2025-05-31 23:19:47 -10:00
Michael Rees
5a4aa87df8
Clarify some code after review
2025-05-31 23:19:47 -10:00
Michael Rees
17f914e571
imp: add: Verify balance assertions on each posting ( #2355 )
2025-05-31 23:19:47 -10:00
Simon Michael
713773cfc3
imp: simplify the unicode decode error message; refactor
2025-05-30 09:43:30 -10:00
Simon Michael
4587eccdf4
;fix: recognise another case of text decoding failure
2025-05-29 12:25:06 -10:00
Simon Michael
e360e50497
imp:csv: more --debug=2 output for if rules
...
Also, in debug output show records more like what matchers are seeing,
ie with quotes removed.
2025-05-22 17:05:45 -10:00
Simon Michael
9474d808dc
;imp:lib:Hledger.Utils.Debug: more cleanups, docs
...
This and/or the previous related change also changed a few cases which
always traced or always logged; now all debug output is consistently
either traced or logged.
2025-05-22 17:03:50 -10:00
Simon Michael
0d014577c2
;imp:lib:Hledger.Utils.Debug: more cleanup
2025-05-21 23:07:14 -10:00
Simon Michael
820a44eb07
imp:lib:Hledger.Utils.Debug: simpler, more consistent dbg* names
2025-05-21 22:54:00 -10:00
Simon Michael
297cf30e60
;dev: journalValueAndFilterPostingsWith notes [ #2371 ], [ #2385 ]
2025-05-17 02:09:27 -10:00
Stephen Morgan
447a681645
fix: Ensure valuation happens after filtration ( #2385 )
2025-05-17 00:00:33 -10:00
Simon Michael
d3468812bf
;doc: finalise changelogs for 1.42.2 on 2025-05-16
2025-05-16 13:18:18 -10:00
Simon Michael
425540e8ca
;doc: update changelogs
2025-05-16 13:18:13 -10:00
Simon Michael
4999411bb0
;doc: changelogs: fix 1.42.1 headings
2025-05-16 11:43:23 -10:00
