Commit Graph

3779 Commits

Author SHA1 Message Date
Simon Michael
c8a5b8eb37 dev: includedirectivep: cleanup 2025-07-11 12:13:12 -07:00
Simon Michael
f5d3b7bd38 fix:journal: include directive error messages now show the correct line
They were showing the line after the include directive, confusingly.
2025-07-11 11:55:29 -07:00
Simon Michael
251af8529f dev: Hledger.Utils.Parse: cleanups 2025-07-11 11:38:50 -07:00
Simon Michael
2815a1865f dev: includedirectivep: cleanups, docs 2025-07-11 11:38:50 -07:00
Simon Michael
b23af9275d imp: simplify bad account type error message 2025-07-09 12:00:13 -07:00
jneubrand
7482f1efc3 fix: use precompiled regexes to handle case insensitivity correctly 2025-07-03 14:25:50 -07:00
Simon Michael
fc93a4c644 fix:add: show green prompts properly instead of ANSI codes [#2410] 2025-07-01 16:41:05 -07:00
savanto
230998136f imp: areg: do not abbrev other accts in machine-readable output (#1995)
- Do not turn "other accounts" into a comma-delimited string when the
  report is constructed, but pass `AccountName`s up the chain. This
  requires modifying the `AccountTransactionsReportItem` type to contain
  `[AccountName]` rather than `Text`.

- Perform the account name summarization
  (`Hledger.Data.AccountName.accountSummarizedName`) closer to the
  actual rendering of the report, so that different report formats can
  choose summarization strategy.

- Continue to summarize as before for terminal/text output (ie.
  human-readable). Do not summarize any more for machine-readable output
  (csv/html/fods).
2025-06-28 13:38:58 -07:00
Stephen Morgan
8ab2fb6b77 feat: lib: Allow special string %account in auto-posting rules (#1975)
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.
2025-06-24 10:12:57 -07:00
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