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1046 Commits

Author SHA1 Message Date
Simon Michael
4a61caefd7 fix: infer amountless unbalanced virtual postings as zero 
They were effectively zero already, but print always showed them with no amount, even with -x, which was unclear.
 2023-05-20 17:41:59 -10:00
Simon Michael
8735af77df lib: add toggleopt, for flags that toggle when repeated 2023-05-09 10:08:52 -10:00
Simon Michael
147d49c66c dev: cln: drop Hledger.Data.RawOptions.inRawOpts 2023-05-09 10:02:24 -10:00
Simon Michael
75a6c1e510 fix: "every 29th/30th/31st day of month" dates with a start date (fix #2032) 
Since hledger 1.25, "every Nth day of month" period rules with N > 28
could be off by a couple of days if given certain forecast start dates.
Eg `~ every 31st day of month` with `--forecast='2023-03-30..'`.
 2023-05-03 19:18:35 -10:00
Simon Michael
50349f81f7 imp: timeclock: support comments and tags (fix #1220) 
Breaking change: previously timeclock descriptions could contain
semicolons. Now a semicolon in the description will end it and
start a comment (which may contain tags).
 2023-05-03 00:05:11 -10:00
Simon Michael
a771c8fc19 imp: revert 2b5194238 imp: generate auto postings on forecast transactions by default (#2027) 
I found at least one user for whom this would be a breaking change
(they generate forecast txns, and have auto posting rules, but don't
want the latter applied to the former). I guess it's better to keep
things as they were for now: if you need auto postings on your
forecast txns you must use two flags, --forecast --auto.
 2023-04-30 08:08:26 -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
2b5194238b imp: generate auto postings on forecast transactions by default 2023-04-29 16:00:14 -10:00
Simon Michael
9ebcd9ec28 fix: process postings in date order when inferring balance assignments (fix #2025) 2023-04-27 17:15:21 -10:00
Simon Michael
9d0eb20ac5 ;dev: improve comment 2023-04-27 09:17:29 -10:00
Simon Michael
f5c3bbcaf0 fix: cli: posting comment lines no longer disturb the error marker (fix #1927) 2023-04-26 22:53:01 -10:00
Simon Michael
c03d6b1123 imp: print: --match makes better choices 
Previously, similarity completely outweighed recency, so a
slightly-more-similar transaction would always be selected no matter
how old it was. Now similarity and recency are more balanced,
and it should produce the desired transaction more often.
There is also new debug output (at debug level 1) for
troubleshooting.
 2023-03-27 15:21:42 -10:00
Simon Michael
658a650bb2 ;dev: lib: another Balancing fix after ghc 9.6 support (#2011) 2023-03-15 20:26:57 -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
7408bc02df lib: Hledger.Data.RawOptions: add unsetboolopt 2023-02-20 16:24:54 -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
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
0c74744626 fix: test: fix periodic transaction pretty-printing (#1988) 2023-02-17 07:24:19 -10:00
Simon Michael
7a9b0fd94c feat: check: the tags check checks tag names 2023-02-16 11:56:22 -10:00
Simon Michael
614697acf7 feat: journal: tag directive declares tag names 2023-02-16 11:56:22 -10:00
Simon Michael
de330bdfce imp: journal: check for adjacent conversion postings only in strict mode 
This avoids breaking existing journals if, say, they happen to have
a single "equity:trading" posting somewhere.
 2023-01-25 19:00:29 -10:00
Simon Michael
9c5bcfea85 dev: transactionInferCostsFromEquity: clarify partitionPs 2023-01-25 19:00:29 -10:00
Simon Michael
7432769d3c lib: add journalMarkRedundantCosts to help with balancing; slight refactoring 2023-01-25 19:00:29 -10:00
Simon Michael
9497472e64
Merge branch 'master' into 1984-source-name-and-position-for-forecast 2023-01-23 16:04:00 -10:00
Chris Lemaire
4ada2a3fbc journal: Fully unbracket AccountNames in account directives 
Currently an account name like "a:(aa)" will not have (aa) unbracketed.
However, this seems reasonable since the full name is unbracketed and
thus will not be confused with virtual or virtual-balanced posting.
 2023-01-23 12:43:13 -10:00
Chris Lemaire
9443fe0e0d journal: json: Add source positions to forecast transactions 2023-01-21 22:30:30 +01:00
Simon Michael
e5f3c0ecdb lib: transactionInferCostsFromEquity: adjust to "cost" terminology 2023-01-20 21:47:44 -10:00
Simon Michael
5ca8752e48 lib: journalBalanceTransactions, balanceTransactionHelper cleanups 2023-01-20 20:23:27 -10:00
Simon Michael
cf469c080d lib: journalInferCosts -> journalInferCostsFromEquity 2023-01-19 20:25:41 -10:00
Simon Michael
28eb8be4fa lib: BalancingOpts{infer_transaction_prices_ -> infer_balancing_costs_} 2023-01-19 20:21:31 -10:00
Simon Michael
c0950c0900 lib: Hledger.Data.Balancing: inferBalancingPrices -> transactionInferBalancingCosts 2023-01-19 09:36:12 -10:00
Simon Michael
7ecf7ef27b lib: Hledger.Data.Balancing: inferBalancingAmount -> transactionInferBalancingAmount 2023-01-19 09:28:30 -10:00
Simon Michael
402b4265f8 lib: Hledger.Data.Journal: transactionAddPricesFromEquity -> transactionInferCostsFromEquity 2023-01-19 09:22:55 -10:00
Simon Michael
dfea6eaee2 lib: Hledger.Data.Journal: journalAddPricesFromEquity -> journalInferCosts 2023-01-19 09:17:56 -10:00
Simon Michael
93f74f7a0e lib: Hledger.Data.Dates: intervalStartBefore -> intervalBoundaryBefore 2023-01-11 20:51:24 -10:00
Simon Michael
71bd102b4b fix: journal: don't generate bad assertion when assigning with cost (fix #1965) 2022-12-26 10:21:44 -10:00
Simon Michael
e2ddf1e685 imp: add "since" as a synonym of "from" in period expressions (ledger compat) 2022-12-22 02:12:25 -10:00
Simon Michael
b73916323a ;dev: note transaction price deprecation in haddock 2022-12-10 19:01:48 -10:00
Simon Michael
4399076a0a ;doc: lib: update BalanceAssertion doc 2022-11-10 19:01:53 -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
9a8a8a75a2 imp: ui: start on balance sheet screen: better initial screen stack 2022-11-06 07:59:45 -10:00
Simon Michael
988c164ec8 imp: debug logging improvements; hledger-ui logs to hledger-ui.log only 
Hledger.Utils.Debug's "trace or log" functions are now controlled as
follows: to enable logging, append ",logging" to the program name at
startup (using withProgName). This also works when running in GHCI.
And they log to PROGNAME.log, not debug.log.

All (hopefully) debug logging in the hledger packages is now "trace or
log" capable.

This means that hledger-ui should now log all debug output to
./hledger-ui.log, with none of it appearing on the console.
 2022-11-03 16:07:54 -10:00
Simon Michael
7fd25809e8 dev: fix customErrorBundlePretty import warnings 2022-10-07 07:43:28 -10:00
Simon Michael
a759a6e02e dev: lib: note changed cost handling in amount arithmetic 2022-10-07 06:34:34 -10:00
Simon Michael
3a4f23df95 imp: lib: Hledger.Data.Amount: showMixedAmountOneLine now shows costs 2022-10-07 06:34:34 -10:00
Simon Michael
6d45630014 dev: lib: fix recently broken doctest 2022-08-29 11:15:35 +01:00
Simon Michael
bfb632dd8e dev: lib: Hledger.Data.Amount: drop amount, use nullamt always 2022-08-23 12:16:15 +01:00
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
a3096d0549 dev: journalFilePath, include: show (unknown) instead of nothing 
Probably not user-visible, but might improve debug logging slightly.
 2022-08-16 09:13:30 +01:00