Commit Graph

211 Commits

Author SHA1 Message Date
Simon Michael
c53732a4af balance: new multi-column reports & documentation
Two new multi-column balance report modes show ending balance per
period: `--cumulative`, starting from 0, and `--historical`, starting
from the historical starting balance.

The balance command's specification has been clarified and consolidated
in the Balance.hs haddock. Reports.hs has also had haddock updates. The
old AccountsReport type is now BalanceReport, still used by
single-column balance report. The new MultiBalanceReport type is used by
the multi-column reports.
2013-12-07 05:43:31 -08:00
Simon Michael
13641eab66 debug level sets amount/journal show verbosity
Amounts and journal values are often rendered too verbosely in debug
output, obscuring what's important. Here we try adjusting the level
of detail in the Show instance based on the global debug level.
Needs more work.
2013-12-06 13:51:19 -08:00
Simon Michael
22a8020296 make most types instances of Data (and Typeable)
This allows them to be pretty-printed with pprint (from data-pprint)
when debugging, and shouldn't have much impact otherwise.
2013-12-06 13:19:43 -08:00
Simon Michael
7e06a6a24c balance: basic multi-column balance (change) reports 2013-09-26 15:06:48 -07:00
Simon Michael
671bb6c4a2 require data-pprint as a debugging aid and make some types compatible with it 2013-09-21 13:36:43 -07:00
Simon Michael
f9656a21af print: comment positions (same line or next line) are now preserved 2013-09-10 10:32:49 -07:00
Simon Michael
95f909543a fix a haddock failure reported by hydra 2013-06-01 13:55:34 -07:00
Simon Michael
c2fa4b3c21 parsing: make balance assertions more robust with different precisions (#119)
Also note another issue.
2013-06-01 13:39:00 -07:00
Simon Michael
6073b56b9e parsing: order postings first by date, then by parse order when checking balance assertions 2013-05-30 15:16:54 -07:00
Simon Michael
5685b3dc9c parsing: don't allow = in unquoted commodity symbols, fixes commodity-less balance assertion amounts 2013-05-30 15:15:38 -07:00
Simon Michael
87820705f5 parsing: after reading a journal file, check all balance assertions and continue only if they pass 2013-05-28 16:25:00 -07:00
Simon Michael
0be986fcb9 parsing: actually parse balance assertions
Parser unit test is commented out until HTF tests are fixed.
2013-05-28 16:22:30 -07:00
Simon Michael
616a25979a CSV reader version 2 with new rules syntax
At long last. The main change is a new rules file format that aims to
be more powerful and more intuitive than v1 (hledger 0.19.x and older).
Existing rules files will need to be adapted manually to the new format.
2013-03-29 22:56:55 +00:00
Simon Michael
7175c57992 reg: --related/-r flag to show other postings in the transaction 2012-12-22 00:24:38 +00:00
Simon Michael
552a15a1ba reg: --width/-w option to adjust register overall output width 2012-12-21 21:56:11 +00:00
Simon Michael
621a91807e rename actual/effective dates to primary/secondary
The command-line flag is now --date2. Alternate spellings --effective and --aux-date
are accepted for compatibility.
2012-12-06 04:43:41 +00:00
Simon Michael
7d1fce42fe refactor: dead code 2012-12-06 03:56:12 +00:00
Simon Michael
20e68f23a8 support effective dates on postings as well
We now preserve all dates while reporting, instead of overwriting one with the other.
2012-12-06 02:41:37 +00:00
Simon Michael
ccbc071289 more cleanup, fix duplicate tag display 2012-12-06 02:09:53 +00:00
Simon Michael
27621515ea bal, reg: use posting date if specified, clarify posting effective date not yet supported 2012-12-06 01:10:15 +00:00
Simon Michael
e75abc4625 parse posting dates, better comment/tag handling, begin using HTF for unit testing 2012-12-06 00:28:23 +00:00
Simon Michael
4aafeb32e6 refactor: clean up Posting construction 2012-12-06 00:03:07 +00:00
Simon Michael
8b4a99c4d5 79: convert: add a skip-lines directive (Magnus Henoch) 2012-11-18 18:21:52 +00:00
Simon Michael
79f0e98186 tools: fix haddock generation (web excluded) 2012-11-19 23:36:36 +00:00
Simon Michael
4248df5c6f clarify historical price field and tests 2012-11-20 00:27:43 +00:00
Simon Michael
1c6a7d8a6f rename the commodityless amount constructor to num 2012-11-20 02:22:20 +00:00
Simon Michael
45d4a38cc7 refactor: setAmountPrecision -> withPrecision 2012-11-19 23:24:04 +00:00
Simon Michael
64180b18ef refactor: clarify that price amounts have only a single commodity 2012-11-19 23:17:55 +00:00
Simon Michael
8c06553e3b refactor: make amount price a non-maybe, reducing noise 2012-11-19 22:39:08 +00:00
Simon Michael
4567e91409 refactor: move amount display settings out of commodity, simplify amount construction 2012-11-19 21:20:10 +00:00
Simon Michael
cbc7661703 87: fix an arithmetic and transaction balancing bug with multiple total-priced amounts 2012-11-12 16:31:43 +00:00
Simon Michael
1c1058be4e 70: ignore ledger's fixed lot price declarations 2012-11-17 02:40:27 +00:00
Simon Michael
5b9c5459be web: make hledger[-lib] compatible with all of yesod's language extensions
Useful when building all of hledger-web at once.
2012-11-14 17:25:02 +00:00
Simon Michael
00f22819ae balance report speedup
This refactoring fixes an O(n^2) slowdown in the balance command with
large numbers of accounts. It's now speedy, and the implementation is
clearer. To facilitate this, the Account type now represents a tree of
accounts which can easily be traversed up or down (and/or flattened
into a list).

Benchmark on a 2010 macbook:

    +-------------------------------------------++--------------+------------+--------+
    |                                           || before:      | after:     |        |
    |                                           || hledger-0.18 | hledgeropt | ledger |
    +===========================================++==============+============+========+
    | -f data/100x100x10.journal     balance    ||         0.21 |       0.07 |   0.09 |
    | -f data/1000x1000x10.journal   balance    ||        10.13 |       0.47 |   0.62 |
    | -f data/1000x10000x10.journal  balance    ||        40.67 |       0.67 |   1.01 |
    | -f data/10000x1000x10.journal  balance    ||        15.01 |       3.22 |   2.36 |
    | -f data/10000x1000x10.journal  balance aa ||         4.77 |       4.40 |   2.33 |
    +-------------------------------------------++--------------+------------+--------+
2012-10-21 17:18:18 +00:00
Simon Michael
34318906d8 register, print: fix reverse ordering of same-day transactions 2012-06-29 18:06:58 +00:00
Simon Michael
9b3486c14c docs: fix incorrect haddock 2012-04-14 01:11:11 +00:00
Simon Michael
36534a9ef5 fix a misnamed var 2012-04-16 16:43:58 +00:00
Simon Michael
d30cd5847a a simplistic cashflow statement to complete the trio 2012-04-17 17:32:56 +00:00
Simon Michael
294a350993 promote Hledger.Query to second level 2012-05-16 07:57:10 +00:00
Simon Michael
c1e8138609 more date utilities 2012-05-19 02:56:26 +00:00
Simon Michael
a03fd1d89f fix haddock complaints 2012-05-27 18:20:18 +00:00
Simon Michael
1062e2f9a4 clean up reader selection, don't write a csv rules file on journal parse error 2012-05-28 18:40:36 +00:00
Simon Michael
88f69e12e2 fix Dates exports for hledger-web 2012-04-16 17:09:27 +00:00
Simon Michael
a5b3f072b4 update query parser's prefix list 2012-05-29 17:02:18 +00:00
Simon Michael
e0d2530ff5 fix double quote matching everything 2012-05-29 17:02:57 +00:00
Simon Michael
cb905a741c new query by tag implementation 2012-05-28 00:27:55 +00:00
Simon Michael
2fb2aea056 rename metadata fields to tags 2012-05-27 22:59:06 +00:00
Simon Michael
3ee6a351f3 big query/tests/show refactoring
- use new query system for command line too, filterspec is no more
- move unit tests near the code they test, run them in bottom up order, add more
- more precise Show instances, used for debugging not ui
2012-05-27 18:14:20 +00:00
Simon Michael
2f28931d83 fix build warnings in hledger-lib 2012-05-06 20:42:34 +00:00
Simon Michael
68966fe43b begin cleaning up Dates api, move firstJust 2012-04-16 16:44:41 +00:00