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240 Commits

Author SHA1 Message Date
Simon Michael
422329fbfa lib: journalPayeesUsed, journalPayeesDeclaredOrUsed 2021-01-17 16:37:38 -08:00
Simon Michael
db9b034037 lib: Journal: avoid a build failure if monad-extras is installed 2021-01-17 16:37:38 -08:00
Stephen Morgan
07a7c3d3a8 lib: Use Text and Text builder only in postingAsLines. 2021-01-02 15:08:09 +11:00
Stephen Morgan
74b296f865 lib,cli: Make showTransaction return Text rather than String. 2021-01-02 15:08:09 +11:00
Simon Michael
3c232fbd7d check: add "payees" check requiring payee declarations 2020-12-30 18:08:30 -08:00
Stephen Morgan
439eddc8b9 lib: Include price directives when calculating journal end date. 2020-12-16 19:04:33 -08:00
Simon Michael
8c23a16bf8 journal: strict mode also requires commodity declarations 2020-11-27 17:54:55 -08:00
Simon Michael
ea0d4901ab lib: journalApplyAliases performance tweak 2020-11-25 21:06:31 -08:00
Simon Michael
0dc8eca68a lib: remove partial code from journalApplyAliases etc. 2020-11-25 21:06:31 -08:00
Simon Michael
94b3f090be csv, timedot, timeclock: respect --alias options (fix #859) 
Command-line account aliases now also affect transactions read
from these formats (not just journal format).

lib: journalApplyAliases, transactionApplyAliases, postingApplyAliases
helpers have been added.
 2020-11-24 09:17:01 -08:00
Simon Michael
4a74680a22 ;lib: rename some budget report helpers 
The new names are of course verbose, but more consistent and revealing.
 2020-11-19 14:59:08 -08:00
Simon Michael
70f95e9f2c ;doc: journal: clarify that it's the first-seen digit group style 2020-11-10 09:29:04 -08:00
Simon Michael
f43c7e41d1 csv, journal: debug output 
The prolific "assignment" output is now at level 9.
 2020-11-10 08:39:32 -08:00
Simon Michael
bfb5c6ee2a lib: global commodity display styles can be set in InputOpts or Journal, overriding all others 2020-11-09 17:14:37 -08:00
Simon Michael
0eddbe7a4b ;lib: reader cleanups 2020-11-09 17:14:37 -08:00
Simon Michael
524e23bc37 csv: decimal-mark rule to help with number parsing 
Journal keeps a new piece of parsing state, a decimal mark character,
which can optionally be set to force the number format expected by all
amount parsers.
 2020-11-08 16:39:03 -08:00
Simon Michael
c2929939e4 make account type autodetection (& hledger-smooth) case insensitive again (#1341) 
lib: added case-insensitive variants of the accountNameToRegex functions.
 2020-09-03 09:52:00 -07:00
Stephen Morgan
e5371d5a6a lib,cli,ui,web: Make Regexp a wrapper for Regex. 2020-08-31 12:04:45 +10:00
Stephen Morgan
f6fa76bba7 lib,cli: Get rid of magic values for asprecision, use a sum type instead. 2020-08-30 23:00:35 +10:00
Stephen Morgan
ca2e55c954 lib: Replace some fromIntegral with toInteger. 2020-08-30 22:20:58 +10:00
Stephen Morgan
371b349b2e lib,cli: Replace parsedate and mkdatespan with direct applications of fromGregorian, transaction now takes Day instead of a date string. 2020-08-29 15:08:28 -07:00
Simon Michael
3f55c23603 ;review, tag all error calls with an easier to find PARTIAL: comment (#1312) 2020-08-05 16:08:33 -07:00
Simon Michael
242c05fc9a lib, journal: parseQuery, modifyTransactions are now total (#1312) 
modifyTransactions now also requires a reference date, for parsing queries.
Relative dates are now permitted in auto posting rules.
 2020-08-05 13:44:04 -07:00
Simon Michael
e4f8b80d3b ;journal: account types: fix detection of Cash as an Asset, add tests 2020-07-17 10:02:14 -07:00
Simon Michael
fd9171df07 journal: account types: add Cash, tweak fallback regexp, rewrite docs 2020-07-17 08:02:12 -07:00
Simon Michael
765fb732c9 debug: move command parsing debug output down to level 8 2020-07-03 11:37:01 -07:00
Simon Michael
467210c796 ;valuation: refactor, update, clean up 2020-06-19 14:40:20 -07:00
Simon Michael
6e36ede9aa ;valuation: refactor 2020-06-14 15:48:16 -07:00
Simon Michael
e1ddfc3a1b lib: also infer market prices from transactions, like Ledger (#1239) (WIP) 2020-05-25 17:45:31 -07:00
Pavan Rikhi
f574b782fa Fix Documentation for journalExpenseAccountQuery 2020-03-22 17:17:06 -07:00
Simon Michael
21fdcec6b7 journal: inclusive balance assignments now work (#1207) 2020-03-05 13:38:19 -08:00
Simon Michael
f18c74fff7 ;journal: a test for inclusive balance assignment, disabled (#1207) 
[ci skip]
 2020-03-05 11:19:04 -08:00
Simon Michael
5ed6fe586a ;refactor transaction balancing/checking (#1207) 2020-03-05 11:18:59 -08:00
Stephen Morgan
e0dde6fe57 lib: Remove non-law-abiding Monoid instance for Journal. 2020-03-02 12:45:30 -08:00
Simon Michael
86ffef1057 ;doc:journal: edits, Amount display format -> Amount display style (#1187) 
Drop occasional use of "display format", prefer "display style".

[ci skip]
 2020-02-11 10:23:52 -08:00
Simon Michael
e4a0bdff8d journal: default commodity (D) limits display precision too (#1187) 
D directives are now fully equivalent to commodity directives for
setting a commodity's display style. (Previously it was equivalent to
a posting amount, so it couldn't limit the number of decimal places.)
When both kinds of directive exist, commodity directives take precedence.
When there are multiple D directives in the journal, only the last one
affects display style.
 2020-02-11 09:47:26 -08:00
Simon Michael
1741b607e2 lib: more cleanup of amount canonicalisation helpers (#1187) 
Stop exporting journalAmounts, overJournalAmounts, traverseJournalAmounts.
Rename journalAmounts helper to journalStyleInfluencingAmounts.

D directives are now a little better at influencing amount
canonicalisation, eg in the updated test case.
 2020-02-11 09:23:04 -08:00
Simon Michael
926b01f2eb ;lib: try to clarify this amount traversing stuff (#1187) 2020-02-11 08:34:22 -08:00
Stephen Morgan
74778efcf5 Use nubSort instead of nub . sort. 2020-01-04 08:31:10 -08:00
Simon Michael
2b2a0b3cf8 ;tests: use "test" alias for testCase everywhere 
Easier to type and read, and a little clearer to my eyes;
"testCase" implies a single case, but it can contain many assertions.
 2019-11-28 15:33:33 -08:00
Simon Michael
b36f6df110 tests: port all unit tests to tasty, second pass (#1090) 
Hledger.Util.Tests helpers have been cleaned up, and test names are
now shown.

Tests have been cleaned up a bit. Some groups of unnamed tests have
been collapsed into a single named test containing a sequence of
assertions. The test command counts named tests, not assertions, so
the reported unit test count has dropped from 199 to 188.
 2019-11-27 13:17:34 -08:00
Simon Michael
13a3542464 tests: port all unit tests to tasty, first cut (#1090) 
easytest is not actively maintained and requires an old version of
hedgehog which does not support base-compat 0.11 & ghc 8.8.

This is still using the old easytest helpers, and not displaying test
names properly.
 2019-11-27 12:43:43 -08:00
Simon Michael
312e772468 prices: style price amounts; always show full precision 2019-10-20 07:09:34 -07:00
Simon Michael
2e3b51c03f ;lib: journalConvertAmountsToCost -> journalToCost 2019-10-19 19:58:27 -07:00
Simon Michael
54e1caebf1 ;lib: refactor journalConvertAmountsToCost 2019-10-19 19:53:05 -07:00
Simon Michael
16973ce296 ;lib: fix journalInferCommodityStyles debug message 2019-09-27 18:51:37 -07:00
Simon Michael
58a313165c ;journal: infer amount styles more carefully, fix wrong output (#1091) 
Certain journal entries could trigger a bug where we displayed amounts
with the same character for digit group mark and decimal mark. Now if
a comma or period digit group mark is detected, that forces the
decimal mark to be the other character.
 2019-09-27 15:40:36 -10:00
Simon Michael
9967ead4c5 ;lib: let commodityStylesFromAmounts & co. return an error (#793, #1091) 
And if they did, the stats command would now throw an error.

Changed:
journalApplyCommodityStyles
journalInferCommodityStyles
commodityStylesFromAmounts
 2019-09-27 15:09:39 -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
b754abc36b ;lib: commodityStylesFromAmounts: simplify, disable #1091 test 2019-09-26 18:06:22 -10:00