Commit Graph

194 Commits

Author SHA1 Message Date
Simon Michael
d2b799a717 feat: bal: select budget( transaction)s by name (#1612)
This makes it possible to keep multiple named budgets in one journal,
and select the one you want with --budget's argument.

More precisely, you can select the subset of periodic transactions
rules which contain a certain fixed, case-insensitive substring.

Only one such --budget argument is supported, the last one on the
command line takes precedence.
2021-07-23 10:38:20 -10:00
Stephen Morgan
b0aa70b27a lib!: Rename the fields of ReportSpec.
This is done to be more consistent with future field naming conventions,
and to make automatic generation of lenses simpler. See discussion in
\#1545.

rsOpts -> _rsReportOpts
rsToday -> _rsDay
rsQuery -> _rsQuery
rsQueryOpts -> _rsQueryOpts
2021-07-23 10:37:08 -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
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
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
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
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
53611be6e9 lib,ui: Do all cost conversion and price stripping in journalSelectingAmountFromOpts. 2021-05-07 21:51:15 +10:00
Simon Michael
6298722ade lib: debug output checks for color support on stderr, not stdout
This is more accurate.
useColor is replaced by useColorOnStdout, useColorOnStderr.
2021-04-14 06:23:21 -10:00
Simon Michael
5e57cfb43e lib: useColor, colorOption helpers usable anywhere 2021-04-14 06:23:21 -10:00
Stephen Morgan
f6feef7f80 lib,cli: Strip prices in MultiBalanceReport and PostingsReport whenever
we know we won't need them.

Knowing whether we need them is accomplished by pulling the "show-costs"
option used by the Close command up into ReportOpts.
2021-04-11 18:31:30 -10:00
Stephen Morgan
5fbb67b893 lib,cli: Move reportPeriodName to Hledger.Reports.ReportOptions, use it
for HTML and CSV output for compound balance reports.
2021-04-03 13:43:37 -10:00
Stephen Morgan
13589aca2e doc: Remove incorrect haddock comment. 2021-03-23 11:26:30 -07:00
Stephen Morgan
fb02d86884 lib: Do not do any valuation with --value=cost, perform AtEnd valuation with --value=cost,COMM. 2021-03-10 12:42:01 +11:00
Simon Michael
51d582e845 also keep supporting --value=cost,COMM for now (#1499) 2021-03-09 07:37:52 -08:00
Stephen Morgan
efb37c3343 lib: Default to PeriodChange report when using ValueChangeReport. 2021-03-05 10:09:14 -08:00
Stephen Morgan
3f408c2117 lib,cli: Restore old --change option for per-period summation, use --sum for basic ValueChange balance report. 2021-03-05 10:09:14 -08:00
Stephen Morgan
edaaef897b lib: Do not include price directives in journalDateSpan. Only include
price directives after the last transaction/posting date if using
--value=end.

Also enlarges the reportspan to encompass full intervals for budget
goals.
2021-03-03 05:26:55 -08:00
Stephen Morgan
7f2536a2a7 lib,cli: Add --valuechange report type for calculating change of value
of accounts, restore --value=end behaviour to that of hledger-1.19.
2021-02-27 18:42:02 -08:00
Stephen Morgan
351648e4fa lib,cli: Add --periodic option to indicate PeriodChange accumulation (renamed from --change). 2021-02-27 18:42:02 -08:00
Simon Michael
37e49ada70 cli: rename --infer-value to --infer-market-price
For clarity; infer-value was too vague. The old spelling remains
supported for compatibility, but is now deprecated.
When typing, --infer-market or even --infer (for now) is sufficient.
2021-02-05 15:16:39 -08:00
Stephen Morgan
b619b68f71 doc: Remove references to --value=cost, replacing them with --cost.
Since this is option is now just an alias for -B/--cost, and since it
may be removed soon, we make it undocumented, though it will still
behave as before. --value=cost,COMM is unsupported as well.
2021-01-28 13:57:48 -08:00
Stephen Morgan
c9eb7d1bcf lib,cli,ui: Separate costing from valuation; each can now be specified
independently.

You can now combine costing and valuation, for example "--cost
--value=then" will first convert to costs, and then value according to
the "--value=then" strategy. Any valuation strategy can be used with or
without costing.

If multiple valuation and costing strategies are specified on the
command line, then if any of them include costing
(-B/--cost/--value=cost) then amounts will be converted to cost, and for
valuation strategy the rightmost will be used.

--value=cost is deprecated, but still supported and is equivalent to
--cost/-B. --value=cost,COMM is no longer supported, but this behaviour can be
achieved with "--cost --value=then,COMM".
2021-01-28 13:57:48 -08:00
Stephen Morgan
2b545caae5 lib: Calculate value at posting date for register --value=then -M. 2021-01-12 18:20:21 -08:00
Stephen Morgan
462a13cad7 lib,cli: Use Text Builder for Balance commands. 2021-01-02 15:08:09 +11:00
Stephen Morgan
46093b8de7 lib,ui: For hledger-ui, do valuation for all valuation types, not just
AtCost and AtDefault.

Remove unused valuationTypeIs* functions.
2020-12-19 11:59:44 -08:00
Stephen Morgan
0c23619ae7 lib: Valuation has changed; and -V now acts like --value=end. 2020-12-19 11:59:44 -08:00
Simon Michael
349ffd7c0b updateReportSpecFromOpts -> updateReportSpec[With] 2020-12-12 12:05:44 -08:00
Simon Michael
e33667f580 check: support quoted check name + args
A "hledger check" argument may now be a quoted string containing
the check name followed by space-separated arguments, for
checks which make use of those. This means the check command
can replicate "check-dates --unique" and (in principle)
"check-fancyassertions ASSERTIONS..". Eg:

hledger check "dates --unique"

I think it'll be better for checks to take no arguments or options,
so this is probably just a transitional feature for compatibility.
2020-11-29 20:48:31 -08:00
Stephen Morgan
74ce7be556 lib,ui: Make sure ReportSpec is updated when updating ReportOpts. 2020-11-09 16:30:15 -08:00
Stephen Morgan
3caf82c003 lib: Remove Empty Query constructor, which does nothing and has done so
for a very long time.
2020-11-09 11:21:40 -08:00
Stephen Morgan
83a518af99 lib,cli,ui: In ReportOpts, store query terms term-by-term in a list in
querystring_.

This helps deal with tricky quoting issues, as we no longer have to make
sure everything is quoted properly before merging it into a string.
2020-11-04 08:47:30 -08:00
Stephen Morgan
c5abefc72f lib: Add documentation for ReportSpec. 2020-10-23 14:14:11 -07:00
Stephen Morgan
260283e2f1 lib,cli,ui,web: Introduce ReportSpec, which holds ReportOpts, the day of
the report, and the parsed Query.
2020-10-23 14:14:11 -07:00
Stephen Morgan
19ab222599 lib,cli: Remove old impure ReportOpts date functions. 2020-10-23 14:14:11 -07:00
Stephen Morgan
ff0c5bc743 lib,ui: Store the original query string in ReportOpts, provide a function for regenerating ReportOpts. 2020-10-23 14:14:11 -07:00
Stephen Morgan
1171c23eee lib,cli,ui: Ensure ReportOpts always has today_ set. 2020-10-23 14:14:11 -07:00
Stephen Morgan
c45663d41d lib,cli: Store parsed Query in ReportOpts, rather than an unparsed
String.
2020-10-23 14:14:11 -07:00
Stephen Morgan
103308e795 lib,cli: Store StringFormat in ReportOpts, rather than unparsed String.
StringFormat now also takes an optional overline width, which is
currently only used by defaultBalanceLineFormat.
2020-10-23 14:14:11 -07:00
Stephen Morgan
f76cdc4317 lib: Remove checkReportOpts and checkRawOpts.
checkRawOpts has been a no-op for at least four years, and
checkReportOpts only makes sure that depth_ is positive, which is taken
care of by the maybeposintopt parser.
2020-10-23 14:14:11 -07:00
Stephen Morgan
20b39a5dd0 lib: Remove unused --display code.
This was dropped back in 2014, and getting rid of this removes a use of
regular expressions.
2020-08-31 20:45:37 +10:00
Stephen Morgan
af31d6e140 lib,cli,ui: Remove redundant Typeable and Data instances.
Also add some explicit import lists.
2020-08-31 15:41:30 +10:00
Stephen Morgan
e5371d5a6a lib,cli,ui,web: Make Regexp a wrapper for Regex. 2020-08-31 12:04:45 +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
3452270241 cli: --color/--colour option; smart emacs, windows autodetection (#1296) 2020-07-14 12:08:36 -07:00
Simon Michael
9198449ee3 areg: an account transaction register like the ones in ui/web (#1294)
;areg: debug output

;areg: show a title indicating which account was picked

This might be a bit of a pain for scripting, but otherwise it can be
quite confusing if your argument matches an account you didn't expect.

;areg: improve CSV headings

;areg: show at most two commodities per amount
2020-07-14 10:24:57 -07:00
Stephen Morgan
1425301a8c lib, cli: Use --flat as the default mode for all reports. 2020-07-07 15:49:08 -07:00
Stephen Morgan
c811ea4c7b lib, cli, ui, web: intopt and friends now make sure their arguments fit
inside bounds.
2020-07-03 12:35:51 -07:00
Stephen Morgan
c96947284e lib: Minor refactor. 2020-07-03 12:35:51 -07:00
Simon Michael
e3cae4aadc valuation: implement new --infer-value flag & semantics (#1239, #1253) 2020-06-19 14:40:20 -07:00
Simon Michael
684cb45e1a tweak debug levels, document some guidelines
Beginnings of a project-wide policy for what output to show at
each debug level, for now. Later we'll want more flexibility,
eg filtering by topic.
2020-06-14 17:17:09 -07:00
Dmitry Astapov
b7413edf22 lib: --forecast=PERIODICEXPR. Fixes #835, #1236 2020-06-03 15:53:00 -07:00
Simon Michael
ae9d8d6e56 ;add then and t to --value's error message
[ci skip]
2020-02-10 12:40:02 -08:00
Simon Michael
aa96b41efe print, register: add --value=then, valuing at each posting's date
Currently this will give an error with other kinds of report.
2020-02-10 08:20:39 -08:00
Stephen Morgan
74778efcf5 Use nubSort instead of nub . sort. 2020-01-04 08:31:10 -08:00
Simon Michael
47567cd770 ;fix some warnings with GHC 8.10 alpha
hledger is GHC 8.10 ready!
2019-12-14 17:30:19 -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
Mykola Orliuk
5287fe671b ;all: hide RawOpts internals
This way we can ensure we always use only functions from RawOptions.
2019-11-18 17:38:39 -08:00
Michael Kainer
79ca4a767e cli: Add -% to compound balance commands
This commit introduces the commandline argument -%/--percent to show
percentages of the column's total instead of the absolute amounts for
each account in reports. The signs of the values are preserved.

This option is especially useful for the balance and incomestatement
commands.

If there are multiple commodities involved in a report hledger bails
with an error message. This can be avoided by using --cost. Also note
that if one uses -% with the balance command the chances are high that
all numbers are 0. This is due to the fact that by default balance sums
up to zero. If one wants to use -% in a meaningful way with balance one
has to add a query.

In order to keep the implementation as simple as possible --tree has no
influence over how the percentages are calculated, i.e., the percentages
always represent the fraction of the columns total. If one wants to know
the percentages relative to a parent account, one has to use a query to
narrow down the accounts.
2019-11-18 17:10:59 -08:00
Simon Michael
2e3b51c03f ;lib: journalConvertAmountsToCost -> journalToCost 2019-10-19 19:58:27 -07:00
Simon Michael
905149df86 ;lib: transaction valuation helpers 2019-10-19 19:41:21 -07:00
Mykola Orliuk
78146978f4 ;lib: store raw opts unquoted
It looks like we only need quote when we build query and in some
messages.

Fixes simonmichael/hledger#1079
2019-10-19 14:44:08 -07:00
Simon Michael
02ed4f5d04 ;lib: intervalFromRawOpts: replace undefined with an error message 2019-07-25 10:46:45 +01:00
Caleb Maclennan
11d9e5eb6a code: Strip extraneous trailing whitespace from Haskell sources 2019-07-15 16:40:49 +01:00
Simon Michael
5c3e4de647 ;lib: periodFromRawOpts: clarify doc (#1011)
[ci skip]
2019-07-01 18:33:18 +01:00
Jakob Schöttl
e483faf7f0 Bugfix for #1011: begin/end date options 2019-06-30 10:38:06 +02:00
Simon Michael
e24c6292d0 lib: support -X/--exchange (direct/reverse prices only) (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
6b6c3385c9 lib: parse optional ,COMM suffix in --value (#131) 2019-06-13 15:50:01 -07:00
Simon Michael
42ce95aaef ; refactor: centralise valuation logic #131 2019-05-31 15:29:09 -07:00
Simon Michael
aa99743096 make -V do --value=end in multiperiod reports (#329) 2019-05-24 10:30:35 -07:00
Simon Michael
f999bf78e6 opts: new -B/--cost, -V/--market, --value flags (#329) 2019-05-23 13:11:20 -07:00
Simon Michael
e5339218f7 lib: valueTypeFromOpts helper 2019-05-09 15:36:26 -07:00
Simon Michael
ad00da244b reg: support --value-at with -H (#329) 2019-05-05 17:47:38 -07:00
Simon Michael
ec1b98434c reg: support --value-at=period with periodic reports (#329) 2019-05-04 12:22:00 -07:00
Simon Michael
dd8c403c81 ;cli: option help tweaks 2019-05-04 12:22:00 -07:00
Simon Michael
ebf5ed93f2 valuation: more thorough --value-at; document status (#329, #999)
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.

When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
2019-05-03 12:24:02 -07:00
Simon Michael
696e3098c8 reg: support --value-at in register reports; cleanups, tests 2019-04-26 12:08:46 -07:00
Simon Michael
65934958f9 rename --value-date -> --value-at; --value-at implies -V 2019-04-26 12:08:31 -07:00
Simon Michael
9adae02973 print: add --value-date general option; implement for print -V 2019-04-26 12:08:31 -07:00
Simon Michael
ef9c4a29c4 lib: save the current date in ReportOpts
We need this for choosing a valuation date, otherwise, report
functions would have to be in IO or we'd have to pass in yet another
argument.

It's optional because it's useful to be able to create report opts
purely (I think ?) This is not ideal but maybe not a problem.
2019-04-24 08:25:55 -07:00
Jakob Schöttl
4444b8bc8f Change unused argument to undefined to make possible bugs more obvious 2019-04-18 22:38:41 +02:00
Jakob Schöttl
593ee39284 Fix behavior of options like -Mp2019
This fixes the issue #1008
2019-04-18 22:38:41 +02:00
Dmitry Astapov
5711cdf9ba cli: added --transpose to "balance" command 2019-01-24 15:06:35 -08:00
Alex Chen
3d2584d869 lib: switch to megaparsec 7 2018-09-30 20:15:12 -06:00
Simon Michael
91b111b60d rename easytests_* to tests_* 2018-09-06 13:13:26 -07:00
Simon Michael
4003264129 lib: drop HUnit helpers, rename expectEqPP 2018-09-04 13:52:36 -07:00
Simon Michael
241d0dbebd tests: ReportOptions -> easytest 2018-09-04 11:54:40 -07:00
Simon Michael
d778a92561 tests: export HUnit/EasyTest from Hledger.Utils.Test; more helpers 2018-08-18 15:19:59 +01:00
Simon Michael
1e0a7ec8f1 remove some unneeded CPP pragmas 2018-08-02 08:25:49 +01:00
Simon Michael
816ba0f89d consistent comment wording 2018-06-18 17:54:25 -07:00
Simon Michael
061aad0431 remove some CPP that's obsolete since we require base 4.8+ 2018-06-04 17:33:21 -07:00
Dmitry Astapov
ecf49b1e4b lib: auto postings generated before amount inference and balance checks (#729) 2018-04-17 14:33:32 -07:00
Simon Michael
2b34ff1184 lib: reportSpan debug output 2018-03-30 02:41:03 +01:00
Simon Michael
ebaac2866b lib: fix reportStartEndDates, rename to reportSpan 2018-03-30 00:16:35 +01:00
Simon Michael
083d9190fd budget: only periodic txns with the selected interval are used 2018-03-29 15:51:52 +01:00
Simon Michael
d3fde29b36 bal: --invert flag to flip all signs 2018-01-29 14:53:23 -08:00