Commit Graph

86 Commits

Author SHA1 Message Date
Simon Michael
be72497ebb ;doc: journal: corrections for D directive's scope (#1170)
[ci skip]
2020-01-07 07:38:51 -08:00
Simon Michael
390cea7f7c ;doc: note that -I does not disable balance assignments
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2020-01-04 08:22:45 -08:00
Simon Michael
95aa2e16cc ;doc: fix some old wiki and Cookbook references (hledger_site/#10) 2019-12-09 06:08:03 -08:00
Simon Michael
a081404bd7 ;doc: journal: rewrite commodity directive doc
[ci skip]
2019-11-30 08:34:13 -08:00
Simon Michael
f1420cc770 ;doc: journal: oh, we can declare the null commodity
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2019-09-27 17:58:46 -10:00
Simon Michael
64f49a8c02 ;doc: journal: rewrite Amounts; switch to "digit group mark" term (#1091) 2019-09-27 14:25:32 -10:00
Simon Michael
ef04907484 ;doc: fix broken manual links in manuals source
[ci skip]
2019-09-10 17:02:56 -07:00
Simon Michael
fb521e248b ;doc: journal: periodic transactions: more tweaks
[ci skip]
2019-09-09 08:02:22 -07:00
Simon Michael
94d3eb1cfb ;doc: journal: periodic transactions: more fixes, clarifications
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2019-09-09 07:45:09 -07:00
Simon Michael
901e5174d7 ;doc: journal: highlight some gotchas with periodic transactions
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2019-09-09 07:10:26 -07:00
Simon Michael
3b35e0afca ;site: manuals: fix many links that went to a prerelease manual
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2019-09-09 06:24:08 -07:00
Simon Michael
b919c92892 ;doc: journal: change some comments to avoid confusing markdown-mode
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2019-09-02 06:09:35 -07:00
Simon Michael
f55985eb9b ;site: stop using pandoc's fenced_code_attributes
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2019-08-26 18:41:33 -07:00
Simon Michael
da6718806a ;doc: don't add page TOCs any more, sphinx has it covered
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2019-08-26 09:37:03 -07:00
Simon Michael
35799142dd
Merge pull request #914 from simonmichael/rule-tags
tags for matching rule-generated txns and postings
2019-07-17 18:38:14 +01:00
Caleb Maclennan
7e332fda20 docs: Explain in more detail the parsing of the payee vs. notes fields 2019-07-15 08:22:16 +01:00
Simon Michael
2e4f047fed ;doc: journal: clarify alias docs (#1055)
[ci skip]
2019-06-23 15:56:29 -07:00
Simon Michael
d15f775695 ;doc:journal: document alias application order more clearly (#1055)
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2019-06-21 12:12:35 -07:00
Caleb Maclennan
18e19b9ad2 ;tests: normalize tests, examples, and docs using 2spcs before comments 2019-06-13 12:12:21 -07:00
Simon Michael
bba9c32607 ;doc: journal: clarify commodity directive does not affect parsing
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2019-05-25 05:29:49 -07:00
Simon Michael
1ae36fe02c ;doc: journal: promote "auto postings" term; clarify scope
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2019-03-08 19:59:45 -08:00
Simon Michael
8789a442a8 lib: inclusive balance assertions (=* and ==*) 2019-02-20 09:14:30 -08:00
Simon Michael
eed4a996f8 doc: journal: link cookbook, fix typo
[ci skip]
2019-02-12 10:00:25 -08:00
Simon Michael
6ff5d744b7 doc: journal: move details of editor support to cookbook
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2019-02-12 09:50:56 -08:00
Simon Michael
022dc09f11 doc: journal: mention "auto postings"; explain the #893 situation
[ci skip]
2019-02-01 16:06:09 -08:00
Simon Michael
550e33a558 journal: fix balance assertions/assignments & prices (#824)
Hopefully this is will do it. This restores the past behaviour:

- parsing prices in balance assertions/assignments
- ignoring them in assertions
- using them in assignments
- and printing them

and clarifies tests and docs.
2019-01-25 12:41:10 -08:00
Simon Michael
94d5c6f111 journal: allow prices in balance assertions, but ignore (#824, #958) 2019-01-25 08:59:37 -08:00
Simon Michael
7130c75a97 doc: update account comments/tags/types 2019-01-18 16:40:35 -08:00
Simon Michael
40dc9b1db5 doc: make periodic txn example more robust; motivate 2 space rule 2019-01-14 15:36:22 -08:00
Simon Michael
70b11ed0a4 journal: make balance assertions exact again (#941)
Going with option 1b from the issue: calculated and asserted amounts
are compared exactly, disregarding display precision.
But now balance assertion failure messages show those exact amounts at
full precision, avoiding confusion.
2019-01-08 16:51:11 +00:00
Simon Michael
9acce249bb journal: balance assertion/precision doc tweaks (#941) 2019-01-07 08:33:01 +00:00
Simon Michael
c331be7f23 journal: clarify balance assertion/display precision more (#941) 2019-01-06 22:17:20 +00:00
Simon Michael
187fcf75ed journal: clarify balance assertion/display precision interaction
Surprisingly, balance assertions were checking to maximum precision,
which meant it was possible, with a display-precision-limiting
commodity directive, to have a failing assertion with the error
message showing asserted and actual amounts that looked the same.

Now we round the calculated account balance (but not the asserted
balance) to display precision before comparing. This should ensure
assertions always behave as you would expect from visual inspection.
2019-01-06 08:30:54 +00:00
Simon Michael
86a91c514d lib: disallow prices in balance assertions/assignments (fix #824)
(and in Ledger-style {=FIXEDLOTPRICES} )
2019-01-05 07:35:54 +00:00
Simon Michael
552783a06b doc: journal: rewrite balance assertions doc a little 2018-12-02 16:22:28 -08:00
Simon Michael
a2faa8dfbf journal: doc: move multicommodity assertions doc to right place 2018-11-25 21:05:55 -08:00
Alex Chen
e4cc6f31b9 lib: update periodic transaction entry in journal docs
- also specify the starting date in the example periodic transaction so
  that it lies on the first day of the week (it otherwise does not
  parse)
2018-11-22 14:09:32 -08:00
Simon Michael
a711ae60fb journal: doc: more detail on transaction modifiers (#928)
[ci skip]
2018-11-13 18:15:51 -08:00
Simon Michael
0f2a31bea7 docs: journal: account: a little bit more about sorting
[ci skip]
2018-10-15 12:07:44 -07:00
Simon Michael
4f2d9dde4c docs: journal: clarify transaction modifiers
[ci skip]
2018-10-12 09:12:06 -07:00
Simon Michael
51bf8cbccc docs: journal: account: a gotcha when changing builtin account types
[ci skip]
2018-10-11 16:16:33 -07:00
Simon Michael
a899f7924f docs: journal: account: update directives intro
[ci skip]
2018-10-11 15:53:06 -07:00
Simon Michael
e4215c094e doc: journal: document setting account types
[ci skip]
2018-10-09 14:24:59 -10:00
Simon Michael
278802e648 journal: Y affects dates in periodic transactions (fix #892) 2018-10-09 11:54:40 -07:00
Simon Michael
855bd54d19 budget: declaration and (actual) amount sorting for bal --budget
Account declaration-aware sorting is the default throughout hledger now.
2018-09-24 08:31:19 -10:00
Simon Michael
f2b4fca9b0 docs: journal: more account sorting updates
[ci skip]
2018-09-23 18:04:20 -10:00
Simon Michael
7a9ca5f6a9 docs: journal: more account sorting updates
[ci skip]
2018-09-23 17:55:21 -10:00
Simon Michael
477caa31c5 docs: journal: remove account code from example
[ci skip]
2018-09-23 17:48:19 -10:00
Simon Michael
3de8c11de1 journal: a new account sorting mechanism, and a bunch of sorting fixes
A bunch of account sorting changes that got intermingled.

First, account codes have been dropped. They can still be parsed and
will be ignored, for now. I don't know if anyone used them.
Instead, account display order is now controlled by the order of account
directives, if any. From the mail list:

  I'd like to drop account codes, introduced in hledger 1.9 to control
  the display order of accounts. In my experience,

  - they are tedious to maintain
  - they duplicate/compete with the natural tendency to arrange account
    directives to match your mental chart of accounts
  - they duplicate/compete with the tree structure created by account
    names

  and it gets worse if you think about using them more extensively,
  eg to classify accounts by type.

  Instead, I plan to just let the position (parse order) of account
  directives determine the display order of those declared accounts.
  Undeclared accounts will be displayed after declared accounts,
  sorted alphabetically as usual.

Second, the various account sorting modes have been implemented more
widely and more correctly. All sorting modes (alphabetically, by account
declaration, by amount) should now work correctly in almost all commands
and modes (non-tabular and tabular balance reports, tree and flat modes,
the accounts command). Sorting bugs have been fixed, eg #875.
Only the budget report (balance --budget) does not yet support sorting.

Comprehensive functional tests for sorting in the accounts and balance
commands have been added. If you are confused by some sorting behaviour,
studying these tests is recommended, as sorting gets tricky.
2018-09-22 21:45:07 -10:00
Simon Michael
4c268f4a93 doc: journal: fix Transaction Modifiers formatting
[ci skip]
2018-08-14 16:07:26 +01:00