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c606f874fb
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2727 Commits

Author SHA1 Message Date
Stephen Morgan
c606f874fb imp: json: The keys of JSON objects are now displayed in alphabetical order, making it stable across different systems and compilers. 2021-07-20 20:37:33 -10:00
Simon Michael
87f575e643 ref: bal: rename some report types to clarify/sync with docs 
ReportType -> BalanceCalculation
 ChangeReport -> CalcChange
 BudgetReport -> CalcBudget
 ValueChangeReport -> CalcValueChange

BalanceType -> BalanceAccumulation
 PeriodChange -> PerPeriod
 CumulativeChange -> Cumulative
 HistoricalBalance -> Historical

ReportOpts:
 reporttype_ -> balancecalc_
 balancetype_ -> balanceaccum_

CompoundBalanceCommandSpec:
 cbctype -> cbcaccum

Hledger.Reports.ReportOptions:
 balanceTypeOverride -> balanceAccumulationOverride
 2021-07-15 14:22:20 -10:00
Simon Michael
964a019368 ;doc: changelogs: minor release headings 2021-07-13 18:39:43 -10:00
Simon Michael
1f9d89879d ;doc: update changelogs 2021-07-13 18:39:40 -10:00
Stephen Morgan
2df8ad781e
imp: cli: Don't show extra double quotes in missing journal file error. (#1601) 2021-07-13 10:41:51 -10:00
Stephen Morgan
cf25d7d56d
imp: bal: more predictable sort order with multiple commodities (#1563, #1564) 
This change provides more predictable and intuitive behaviour when 
using -S/--sort-amount with multiple commodities. 
It implements a custom Ord (and Eq) instance for MixedAmount 
which substitutes zero for any missing commodities.

As a consequence, all the ways of representing zero with a MixedAmount ([],
[A 0], [A 0, B 0, ...]) are now Eq-ual (==), whereas before they were
not. We have not been able to find anything broken by this change.

* imp: lib: Compare MixedAmounts by substituting zero for any missing commodities. (#1563)
* ;doc: Update docs for new multicommodity sort by amount rules.
 2021-07-12 21:11:50 -10:00
Simon Michael
a681e5329d fix: ui: transaction: possibly off-by-one valuation date 
I'm not sure if it arose in practice, but: ensure TransactionScreen
in V mode would correctly use the journal's last day as valuation date,
not the day after that.
 2021-07-12 18:50:06 -10:00
Simon Michael
5d2caf3c7f lib: clarify journalEndDate, add journalLastDay 2021-07-12 18:50:06 -10:00
Simon Michael
3cd80e1f57 lib: export transactionCheckBalanced (#1596) 2021-07-07 13:20:13 -10:00
Simon Michael
68e7ff4644 ;doc: finalise changelogs 2021-07-03 14:51:51 -10:00
Simon Michael
52ebfb3dce ;doc: changelog edits 2021-07-03 11:45:50 -10:00
Simon Michael
4971b106ef ;doc: changelog edits 2021-07-02 16:10:56 -10:00
Simon Michael
d5d19f8419 ;update manuals 2021-07-02 12:42:34 -10:00
Stephen Morgan
e2198ff1ee lib: Auto-postings with Amount queries should filter only those commodities which match the query. 
Also corrects a regression introduced in
8ab29f84b32288a34ae7627a2204081fae31900f where transaction modifier
postings without multipliers would incorrectly be filtered by commodity.
 2021-07-01 09:35:56 -10:00
Simon Michael
2b3f6e86b8 ;doc: changelog updates 2021-06-30 18:05:50 -10:00
Stephen Morgan
2a9d358627 lib: Make sure automatic postings generated from postings with more than one commodity match on commodity symbol (#1582). 2021-06-30 17:35:43 -10:00
Stephen Morgan
bb7d04c031 lib,cli: No longer strip prices in journalApplyValuationFromOptsWith and mixedAmountApplyValuationAfterSumFromOptsWith (#1577). 
These were theoretically an efficiency improvement, but have been
error-prone. We instead handle stripping prices at the point of
consumption.
 2021-06-30 16:45:05 -10:00
Stephen Morgan
613efba1bc ui: Do not log to debug.log when regenerating journal in Transaction 
screen (#1556). Also really clear cost setting when doing so.

Since plog is no longer used anywhere, and tends to create bugs when it
is, we remove it.
 2021-06-30 16:07:32 -10:00
Simon Michael
43a909f824 doc: changelogs draft 
And add big headings, for fun and to help me tell them apart.
 2021-06-30 15:30:57 -10:00
Simon Michael
26bc5e6df3 ;update cabal files 2021-06-28 22:38:12 -10:00
Simon Michael
544450f557 ;bump version to 1.22 2021-06-28 22:37:47 -10:00
Simon Michael
59b1e46b88 ;check, payees, journal: payee directive no longer consumes trailing whitespace (#1580) 2021-06-23 14:13:24 -10:00
Simon Michael
46d3eaf920 ;lib: clarify/extend/refactor some line parsing helpers (#1580) 2021-06-23 14:12:17 -10:00
Stephen Morgan
0df3a4714f lib: When performing a summary posting report without depth limiting, 
report exclusive balances rather than inclusive balances (#1568).
 2021-06-11 16:53:39 -10:00
Simon Michael
b81f8f768d ;csv: amount-setting notes, doc improvements from reddit discussion 
https://www.reddit.com/r/plaintextaccounting/comments/nxu1ss/hledger_parsing_csv_with_negative_amount_in_debit/
 2021-06-11 16:30:43 -10:00
Simon Michael
665fec83cd
Merge pull request #1560 from Xitian9/rationalisevaluation 
Clean up valuation functions, and make clear which to use where.
 2021-06-07 19:02:44 -10:00
Stephen Morgan
0f1837816d lib,cli,ui,web: Add check balancednoautoconversion command, which checks that 
transactions are balanced possibly using explicit prices, but without
inferring any prices. This is included in --strict mode.

Renames check autobalanced to check balancedwithautoconversion.
 2021-06-07 18:58:58 -10:00
Stephen Morgan
0a019e2167 lib,cli,web,bin: Replace journalSelectingAmountFromOpts with journalApplyValuationFromOpts. 
This also has the effect of allowing valuation in more reports, for
example the transactionReport.
 2021-06-08 14:55:05 +10:00
Stephen Morgan
68e975adf1 lib,cli,ui,web: Remove unused LANGUAGE pragmas. 2021-06-07 17:33:54 -10:00
Stephen Morgan
55308e1ca8 lib,cli,ui,web: Remove unnecessary CPP when dropping support for GHC 8.2. 2021-06-07 17:33:54 -10:00
Stephen Morgan
c827cbcc3e lib: Refactor to eliminate use of printf. 2021-06-03 23:23:54 -10:00
Stephen Morgan
e80bb37b1c lib: Remove unused String utility functions. 2021-06-03 23:23:54 -10:00
Stephen Morgan
0b419adba2 lib: Remove unused Text utility functions. 2021-06-03 23:23:54 -10:00
Stephen Morgan
bf22c3efdd lib,cli: Replace concat(Top|Bottom)Padded with textConcat(Top|Bottom)Padded. 2021-06-03 23:23:54 -10:00
Stephen Morgan
0e59fee251 lib,cli: Export Text.Tabular from Text.Tabular.AsciiWide, clean up import lists. 2021-06-03 23:23:54 -10:00
Simon Michael
b681cde62d ;update cabal files 2021-06-03 14:08:47 -10:00
Simon Michael
58b481ca5b stack: updated tested-with to 8.6+ 2021-06-03 14:07:39 -10:00
Simon Michael
1e2ff1315b Don't infer a txn price with same-sign amounts (#1551) 2021-06-02 15:22:57 -10:00
Stephen Morgan
6c2ab5c940 lib: When matching an account query against a posting, don't try to 
match against the same posting twice, in cases when poriginal is
Nothing.
 2021-05-16 12:43:13 -10:00
Simon Michael
d3b20675d0 tools: really regenerate the cabal files with stack's hpack 
hpack has dropped the hash at last, this should help a lot to reduce
edit conflicts and commit noise.
 2021-05-14 16:14:06 -10:00
Simon Michael
41c8e1f6ef ;regen cabal files with latest stack's hpack (0.34.4) 2021-05-14 08:17:56 -10:00
Stephen Morgan
940b2c6ab9 lib: Create mixedAmountApplyValuationAfterSumFromOptsWith for doing any valuation needed after summing amounts. 2021-05-13 22:18:52 +10:00
Stephen Morgan
6fb3dfdbb2 lib: Create journalApplyValuationFromOpts. 
This does costing and valuation on a journal, and is meant to replace
most direct calls of costing and valuation. The exception is for reports
which require amounts to be summed before valuation is applied, for
example a historical balance report with --value=end.
 2021-05-13 19:52:32 +10:00
Stephen Morgan
dc16451de0 lib: Remove unused (amount|mixedAmount|posting|transaction)ApplyCostValuation functions. 2021-05-07 22:25:19 +10:00
Stephen Morgan
53611be6e9 lib,ui: Do all cost conversion and price stripping in journalSelectingAmountFromOpts. 2021-05-07 21:51:15 +10:00
Stephen Morgan
d1467d4766 lib: When inferring total prices, use the precision of toamount, rather than NaturalPrecision. 2021-05-02 21:14:36 +10:00
Stephen Morgan
686a0871a9 lib: Make sure fromamount and toamount have opposite signs when inferring prices. 
Also change priceInferrerFor so that it would give the correct
(negative) prices when fromamount and toamount have the same sign.
 2021-05-02 21:14:36 +10:00
Stephen Morgan
0078f1a520 lib: Infer prices correctly even when there are only balance assignments. 2021-05-01 09:45:29 -10:00
Stephen Morgan
7cb621b82f lib,cli,ui,bin: Remove unnecessary normalisedMixedAmount, replace 
normaliseMixedAmountSquashPricesForDisplay with mixedAmountStripPrices.
 2021-05-01 09:45:29 -10:00
Stephen Morgan
4780a02e5a lib,cli: Remove showAmounts*B functions, replacing them entirely with showMixedAmount*B functions. 2021-05-01 09:45:29 -10:00