Commit Graph

547 Commits

Author SHA1 Message Date
Simon Michael
f982a372d9 dev: matchedPostingsBeforeAndDuring: improve debug output 2024-04-07 23:14:28 -10:00
aragaer
09e158d31e fix: Fill totals with correct amount of zeroes for empty reports 2024-03-17 10:52:53 -10:00
Simon Michael
3ca208a3b6 fix:queries: fix OR-ing open-ended dates, spanUnion; add spanExtend [#2177] 2024-03-01 18:10:24 -10:00
Simon Michael
8f1ae401f4 dev: fix some partial head/tails, silence ghc 9.8's new warnings
Note the headErr/tailErr calls will print stack traces if they fail
(small ones: five lines, one of which is the useful location info),
which may or may not be best UX.
2024-02-28 15:58:21 -10:00
Simon Michael
a871f274c4 fix:bal:budget: don't omit necessary parent accounts in tree mode (#2071)
Parent accounts with no actual or goal amounts would ideally be shown
elided on the same line, but the budget report in tree mode was
omitting them completely. Now --budget always shows them.
The effect is much like forcing --no-elide on, except it might not
show goal amounts that --no-elide does show.

It's not a wonderful fix, but the budget report code is twisty and I
can't afford to spend more time on this.
2024-02-25 01:23:39 -10:00
Simon Michael
c701e3a663 dev:budget: big refactor, clarify
Big functions like budgetReportAsTable are grouped as much as possible
into more modular sub-scopes.
2024-02-25 01:23:39 -10:00
Simon Michael
3cad760851 dev:budget: simplify some confusing fmaps 2024-02-25 01:23:31 -10:00
Simon Michael
ffdde364de imp:bal:budget:csv,tsv output: show 0 not empty when there's no amount 2024-02-24 18:21:42 -10:00
Simon Michael
37f9d6b239 dev:budget report: clarify code, add debug output 2024-02-24 18:21:42 -10:00
Simon Michael
df79aa5e35 dev: distinguish oneLineFmt and oneLineNoCostFmt; add fullZeroFmt 2024-01-23 21:35:06 -10:00
Simon Michael
0cb382cf0e dev: rename AmountDisplayOpts -> AmountFormat, and related constants
noColour          -> defaultFmt
noCost            -> noCostFmt
oneLine           -> oneLineFmt
csvDisplay        -> machineFmt
2024-01-23 21:35:06 -10:00
Simon Michael
ca55c2f0f8 dev: rename other Price helpers to Cost
showAmountWithoutPrice             -> showAmountWithoutCost
mixedAmountStripPrices             -> mixedAmountStripCosts
showMixedAmountWithoutPrice        -> showMixedAmountWithoutCost
showMixedAmountOneLineWithoutPrice -> showMixedAmountOneLineWithoutCost
2024-01-23 21:35:06 -10:00
Simon Michael
323f87b3e9 dev: Amount: aprice -> acost
Acked-by: Simon Michael <simon@joyful.com>
2024-01-23 21:35:06 -10:00
Simon Michael
51224f6e27 fix: bal --budget --layout=tall was hiding commodity symbols
When reports want to render amounts without commmodity symbols,
they must now use AmountDisplayOpts' new displayCommodity flag.
(Previously it was a side effect of setting displayCommodityOrder.)
2023-12-08 05:52:29 -10:00
Simon Michael
0bc86c95e4 lib: Hledger.Data.Amount: noPrice -> noCost 2023-12-07 23:35:50 -10:00
Simon Michael
862b7e5712 dev: clarify AmountDisplayOpts, add a new flag for symbol display 2023-12-07 23:35:50 -10:00
Simon Michael
f8ffd9cdda imp: more precision handling fixes, debug output, test updates (precisiongeddon)
This and the preceding commits were "work in progress" that got out of control.
There's more to do, but this one brings these precision-related improvements
(at least):

When "infinite decimals" arise, they are now generally shown with
8 decimal digits rather than 255.

print and prices no longer add trailing decimal zeros unnecessarily.

Some code has been refactored or given more debug output.

All tests have been updated to match the recent changes.
2023-11-08 13:59:18 -08:00
Simon Michael
c13c13ab1f lib!: use styleAmounts in more places; add rounding strategies 2023-10-18 13:56:24 +01:00
Simon Michael
94ab8b1ed7 dev: journalApplyCommodityStyles -> journalStyleAmounts 2023-10-18 13:56:24 +01:00
Simon Michael
f8027abb44 dev:print: refactor, add AmountStyle "rounding strategy"
Changes to enable more control of "rounding" behaviour
(ie, choosing display precisions for amounts).

This reverts 1.31's change of asprecision, making it a non-Maybe
again, and adds a new asrounding field providing more control over how
a target display precision is applied to existing amounts (two options
for now, more later). Functionality is in an interim state (reports do
no rounding).
2023-10-18 13:56:24 +01:00
Stephen Morgan
20132e892b feat: balance: Add summary-only flag (#1012)
Add a flag --summary-only for multi-column balance reports, which does
not display the main date columns for a report, but only displays the
summary columns (--row-total, --average). This is useful when there are
many columns (a weekly summary over many years) where you're only
interested in the average (or some other summary).
2023-10-06 05:25:26 +01:00
Simon Michael
77aeb18bbd fix:print:style balance assertion costs; more styling api; HasAmounts class 2023-09-02 06:46:14 +01:00
Simon Michael
97be1646f1 dev: AmountStyle: make setting the precision optional
This simplifies the code for styling amounts with or without precision.
But it complicates the semantics (Nothing is useful only when setting style).
Not sure if it's the best way.
2023-09-02 06:46:14 +01:00
Simon Michael
85845e51b2 dev: AmountStyle: rename, reorder fields more mnemonically
Since this type is about to change anyway.
2023-09-02 06:46:14 +01:00
Simon Michael
9f0840456d dev: consolidate amount styling as a new (interim) api 2023-09-02 06:46:14 +01:00
Simon Michael
873c7339a6 ;cln: comment 2023-06-08 06:40:46 -10:00
Simon Michael
34c401d1cf imp: Revert "imp: cli: make some reporting flags toggle on/off when repeated"
This reverts commit 57c0205107.

Toggling means it can be hard to know if the feature is on or off.
This needs more testing.
2023-06-01 16:32:44 -10:00
Simon Michael
57c0205107 imp: cli: make some reporting flags toggle on/off when repeated
This can be useful to override defaults in scripts.
These flags will now toggle when repeated on the command line:

--invert
--transpose
-r/--related
-%/--percent
-E/--empty
-N/--no-total
-T/--row-total
-A/--average
-S/--sort-amount
2023-05-09 11:10:12 -10:00
Simon Michael
7f713f6a44 imp: Generated/modified txns/postings are now tagged only with --verbose-tags 2023-04-29 18:25:11 -10:00
Simon Michael
1be06c87c4 feat: bal: A new --count report type counts postings instead of amounts. 2023-04-20 14:36:41 -10:00
Chris Lemaire
cddbae6467 queries: Prefix boolean queries with expr:
Boolean queries are now prefixed with an 'expr:' prefix, making them
completely separable from old queries and making the addition of them a
little more migration proof.

The tests are updated accordingly, changes made to the tests previously
are removed and extra cautious documentation is also removed.
2023-03-27 10:29:26 -10:00
Chris Lemaire
35db1cae4f queries: Add generalised boolean queries
This commit changes some of the functions in the Query module and
changes the overall way to parse queries. Instead of using the words''
split function, this commit starts to fully parse the query, as it's
seen as a type of expression.

AND, OR, NOT, and space operators can be used. The space operator
simulates the behaviour from before, leaving a minimal amount of tests
that need to be adjusted to comply to the new behaviour.
2023-03-27 10:29:26 -10:00
Simon Michael
c790aa6145 ;dev: lib: also build with GHC 9.6.1; add base-compat 2023-03-14 10:42:48 -10:00
Simon Michael
56c38b1b29 fix: areg: handle an extra account query correctly (fix #2007) 2023-02-21 10:04:07 -10:00
Simon Michael
44400e840c dev: lib: clarify accountTransactionsReportItem 2023-02-21 09:47:59 -10:00
Simon Michael
fa70f160ae imp: partial/inferred dates are flexible, full dates are not (#1982)
DateSpans are now now aware of exact/flexible dates.
2023-02-17 07:24:19 -10:00
Simon Michael
032ffd112b imp: cli: report intervals can now start on arbitrary dates
Eg, where previously -p 'monthly from 1/15' or -M -b 1/15 would always
adjust the report start date to 1/1,
unless you used the special -p 'every 15th day of month from 1/15' form,
now the start date will not be adjusted. (It is still adjusted if
the report date is not specified explicitly, eg inferred from the journal).

This keeps behaviour consistent between report periods and periodic transactions.

'in' period expressions, like 'in 2023-01', are a grey area; they
do specify a start date (2023-01-01), although they look a bit implicit.
So previously, -p 'weekly in 2023-01' would adjust the start date to
the preceding monday (2022-12-26), but now it will start exactly on
2023-01-01 (a sunday, which also causes ugly verbose column headings).

To ensure monday based weeks and simple report headings here,
you would have to explicitly specific a start date that is a monday,
eg -p 'weekly from 2022-12-26 to 2023-02'.
2023-02-17 07:24:19 -10:00
Simon Michael
5537a251f3 imp: journal: periodic txns need not start on an interval boundary
Eg, ~ monthly from 1/15 now works, instead of giving an error message.
2023-02-17 07:24:19 -10:00
Simon Michael
93f74f7a0e lib: Hledger.Data.Dates: intervalStartBefore -> intervalBoundaryBefore 2023-01-11 20:51:24 -10:00
Simon Michael
e891eecb8b dev: add TypeOperators pragma to satisfy ghc 9.4 2023-01-10 19:33:31 -10:00
Simon Michael
78771e900b dev: lib: support debug logging to file in a few more places for hledger-ui 2022-11-06 09:01:12 -10:00
Simon Michael
603fae70c0 dev: lib: clean up/simplify debug helpers 2022-10-31 11:26:11 -10:00
Simon Michael
0a501941ee dev: lib: ReportTypes: hlint fix 2022-09-14 16:57:54 -10:00
Simon Michael
bc810063a5 dev: lib: improve ReportSpec doc 2022-09-07 09:53:11 -10:00
Simon Michael
c80c72d7cd dev: lib, cli, bin: enable/fix name shadowing warnings
And a few other cleanups.
2022-08-23 12:16:15 +01:00
Stephen Morgan
c966a0f413 fix!: cbr: Remove old account type query code. (#1921)
This replaces the old journal*AccountQuery with the new Type query. This
enables uniform treatment of account type, and fixes a subtle bug
(#1921).

Note that cbcsubreportquery no longer takes Journal as an argument.
2022-08-21 08:27:51 +01:00
Simon Michael
7063eba13c fix: bal: budget goal amounts now respect -c styles (fixes #1907) 2022-08-03 17:43:04 +01:00
Simon Michael
229fe6ac58 fix: areg, ui: show transactions normally with a type: query (#1905)
accountTransactionsReport was not account types-aware.
There might be more of these lurking.
2022-08-03 10:38:42 +01:00
Simon Michael
7d8fbe2dc0 dev: errors: update doctests 2022-07-13 19:00:00 +01:00
Simon Michael
7068517f2c fix: bal: budget goals were ignoring rule-specified start date 2022-07-12 10:46:29 +01:00