This allows using the special string `%account` in auto posting rules.
When run, this will be substituted with the account name of the matched
posting.
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]
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.
- Added support for unseparated dates, for convenience in ghci and for parseHledgerVersion
- Noted two user-facing uses: --value's argument, and import's .latest files.
YYYYMMDD dates will now also work there. Left this undocumented.
- Noted this is now more permissive, parsing many integers successfully; not expecting problems.
We now support having multiple sessions clocked in. These are paired by
account name if given on the out entry, and otherwise an out closes the
most recent in entry.
Note that this breaks some backwards compatibility, in that we
previously ignored the description on the clock out entry. To mitigate
this, a new hidden flag --timeclock-old has been added, which reverts to
the old behavior.
"-" implies data from standard input so "string" is perhaps more
correct, but I think this is a harmless simplification and it
makes `files` output consistent when run by `run`.
Transaction and posting tags (and posting tags inherited from accounts)
are now converted safely to Beancount-compatible transaction and posting
metadata lines.
Previously depth-limiting was universal across all accounts, e.g. all
accounts are clipped to depth 2. However, sometimes you want certain
accounts clipped to a different depth than others, e.g. all expenses to
depth 3, while all assets to depth 2. This commit enables depth-limiting
to optionally include a regular expression, which limits the accounts it
applies to.
More than one depth limit can be passed, and they are applied to each
account name by the following rules:
- If one or more regular-expression depth limit applies, use the
most specific one
- If no regular-expression depth limits apply, and a flat depth limit is
supplied, use that
- Otherwise, do not do any depth limiting
For example, this will clip all accounts matching "assets" to depth 3,
all accounts matching "expenses" to depth 2, and all other accounts to
depth 1.
--depth assets=3 --depth expenses=2 --depth 1
Market prices are now shown using one line each,
the known prices are listed (forward / forward+reverse),
and the status of --infer-market-prices is shown.
- These special hidden tags, used internally, have been renamed:
- `_modified` -> `_modified-transaction`
- `_cost-matched` -> `_cost-posting`
- `_conversion-matched` -> `_conversion-posting`
- All special hidden tags now have a similarly-named visible tag,
and `--verbose-tags` now shows those more often, which is useful
when troubleshooting `--infer-equity`, `--infer-costs`,
or the matching of redundant costs and conversion postings.
- The `generated-posting:` tag added by `--infer-equity` is now valueless.
- The `modified-transaction:` tag added by `--auto` now appears on its own line.
