Commit Graph

1401 Commits

Author SHA1 Message Date
Simon Michael
82bfd2bebb ;doc: bse: clarify, link to account types 2022-06-07 02:24:53 +01:00
Simon Michael
ecb8023892 ;doc: bs, cf, is: clarify, link to account types 2022-06-07 02:17:26 +01:00
Simon Michael
496b59060f ;doc: bs, cf: add wikipedia link 2022-06-07 02:09:23 +01:00
Stephen Morgan
9155d679fe fix!: Revert "fix!: utf-8: Use with-utf8 to ensure all files are read and written with utf8 encoding. (#1619)"
This reverts commit e233f001c5.

This would break at least some people's workflow. A lighter touch is
probably sufficient.
2022-06-01 09:35:18 +10:00
Simon Michael
2d581d7d4d ;doc: update CLI usage texts 2022-05-23 05:42:27 -10:00
Simon Michael
43c0ca06c5 doc: cf: update cash account inference description for 1.25 2022-05-23 05:28:27 -10:00
Simon Michael
307f723b0a lib: simpler, more consistent names for check functions
API changes:
journalCheckAccountsDeclared
journalCheckCommoditiesDeclared
journalCheckPayeesDeclared
->
journalCheckAccounts
journalCheckCommodities
journalCheckPayees
2022-05-21 18:29:13 -10:00
Stephen Morgan
e233f001c5 fix!: utf-8: Use with-utf8 to ensure all files are read and written with utf8 encoding. (#1619)
May also fix #1154, #1033, #708, #536, #73: testing is needed.

This aims to solve all problems where misconfigured locales lead to
parsers failing on utf8-encoded data. This should hopefully avoid
encoding issues, but since it fundamentally alters how encoding is dealt
with it may lead to unexpected outcomes. Widespread testing on a number
of different platforms would be useful.
2022-05-22 13:12:19 +10:00
Simon Michael
db26456e1c imp: consolidate ordereddates check under Hledger.Read.Checks too
And remove the last vestiges of older more complex behaviour.
ordereddates now always checks all transactions in each file,
unaffected by a query. (But still affected by --date2).
2022-05-09 00:05:39 -10:00
Simon Michael
810a868c88 ref: consolidate most checks under Hledger.Read.Checks
and error message helpers in Hledger.Read.Error.
2022-05-09 00:04:33 -10:00
Simon Michael
a00dc04e0d imp: check: uniqueleafnames: use the standard error format (#1436)
Hledger.Read.Common:
export makePostingErrorExcerpt
2022-04-25 02:56:59 -10:00
Simon Michael
66d0beea5e imp: check: ordereddates: use the standard error format (#1436)
Hledger.Read.Common:
export makeTransactionErrorExcerpt
2022-04-25 02:56:59 -10:00
Simon Michael
0d232ed673 imp: check: exit with error' for consistent output 2022-04-25 02:56:59 -10:00
Simon Michael
5ee1e1d62f ;doc: fixups suggested by afm 2022-04-15 15:07:17 -10:00
Simon Michael
9f8381426c ;doc: update CLI usage texts 2022-04-14 12:39:09 -10:00
Simon Michael
318ec0a701 doc: tags: move most docs after the flags, like some other commands 2022-04-14 12:37:13 -10:00
Simon Michael
5af224d534 fix: tags: also match accounts declared but not used (#1857)
By default, all account declarations and all transactions are searched;
but when there's a query involving transaction fields,
account declarations unrelated to the matched transactions are not searched.

added:
queryIsCode
queryIsTransactionRelated
2022-04-14 12:28:43 -10:00
Simon Michael
b82021e0b6 imp: accounts: demote --debug 1 output to a more appropriate 4 2022-04-14 10:58:31 -10:00
Simon Michael
5858bb7b6d imp: ghc9.2: fix an incomplete-uni-pattern warning 2022-03-25 20:45:06 -10:00
Simon Michael
b3aff7a394 imp: add: avoid deprecated time function 2022-03-25 20:10:18 -10:00
Stephen Morgan
31c7c5d1ca fix: Clean up build failures due to redundant imports and duplicate
function.
2022-03-26 11:37:32 +11:00
Stephen Morgan
603b2e9f09 ref: Use ExceptT String IO a instead of IO (Either String a).
This increases composability and avoids some ugly case handling. We
re-export runExceptT in Hledger.Read.

The final return types of the following functions has been changed from
IO (Either String a) to ExceptT String IO a. If this causes a problem,
you can get the old behaviour by calling runExceptT on the output:
readJournal, readJournalFiles, readJournalFile

Or, you can use the easy functions readJournal', readJournalFiles', and
readJournalFile', which assume default options and return in the IO
monad.
2022-03-25 14:23:27 -10:00
Stephen Morgan
cbdd86f4dc imp: reg: areg: Align to first 1000 postings by default, rather than 100.
This has the same performance characteristics for a big decrease in alignment
issues. 1000 postings seems to still put it under the memory bottleneck.
2022-03-11 13:25:38 -10:00
Simon Michael
129f37cfe6 reg: tweak --align-all help (#1839) 2022-03-11 07:16:55 -10:00
Simon Michael
64d1927384 reg: document --align-all (#1839) 2022-03-11 07:16:33 -10:00
Stephen Morgan
c0cc9e73c1 dev: reg: areg: Be more clever about register and aregister alignment.
When rendering register or aregister reports, calculate the amount /
balance width based on the first 100 items, and start rendering in that
way. If you encounter a longer one, update and continue rendering. This
will result in adjustment of column width for long reports, but allows
us to save a lot more performant/efficient.

This can be disabled with the new --align-all flag.

We also only render each amount once, rather than twice as before, by
storing the rendered amount in a tuple.
2022-03-11 06:47:48 -10:00
Stephen Morgan
cbc985d411 dev: reg: areg: Speed up reg and areg by only aligning to first 1000 items. 2022-03-10 17:42:04 -10:00
Stephen Morgan
4a80551406 fix: price: Make sure inferred market prices have the correct sign with
total prices. (#1813)

Also reduce duplication for inferring market prices (previously it was
done separately in both Hledger.Data.Journal and
Hledger.Cli.Commands.Prices), and remove *TotalPriceToUnitPrice
functions, since unit prices cannot represent all total prices.

Add a helper function numDigitsInt to get the number of digits in an
integer, which has a surprising number of ways to get it wrong.
2022-03-10 17:34:49 -10:00
Stephen Morgan
19ed6d3f00 cln!: sourcepos: Use megaparsec-supplied sourcePosPretty.
Change showSourcePos to sourcePosPretty, and showSourcePosPair to
sourcePosPairPretty.
2022-03-10 16:56:28 -10:00
Stephen Morgan
73925ae965 fix: types: Ensure auto postings can match against and be matched by type: queries.
This requires checking parent accounts for any new accounts introduced by auto postings which do not exist in the original journal.

Also refactor journalFinalise to only call journalPostingsAddAccountTags once, and use fewer intermediate variables.
2022-02-03 15:32:00 -10:00
Simon Michael
807717805a feat: accounts: --types shows account types (#1820) 2022-02-01 18:06:19 -10:00
Simon Michael
336c4a7b33 imp: cleaner error messages when parsing cli (less "user error") 2022-01-31 16:44:13 -10:00
Simon Michael
9c872c2d9c imp: areg: clearer, more consistent error messages 2022-01-31 16:44:13 -10:00
Simon Michael
45127dc5f5 feat: new type: query for easy matching by account type
type:TYPES, where TYPES is any of the (case insensitive) letters
ALERXCV, matches accounts by their declared or inferred type.
(See https://hledger.org/hledger.html#account-types.)
This should work with most commands, eg:

    hledger bal type:al
    hledger reg type:x

API changes:

Journal has a new jaccounttypes map.
The journalAccountType lookup function makes it easy to check an account's type.
The journalTags and journalInheritedTags functions look up an account's tags.
Functions like journalFilterPostings and journalFilterTransactions,
and new matching functions matchesAccountExtra, matchesPostingExtra
and matchesTransactionExtra, use these to allow more powerful matching
that is aware of account types and tags.
2022-01-31 16:44:13 -10:00
Simon Michael
248ddf9378 dev: more thorough Journal anonymisation, and a note (#1817) 2022-01-30 09:47:52 -10:00
Simon Michael
56be63e6f1 feat: queries can now match account tags (#1817)
Accounts, postings, and transactions can now all be filtered by the
tags in an account's declaration. In particular it's now possible to
more reliably select accounts by type, using their type: tag rather
than their name:

    account myasset       ; type:Asset
    account myliability   ; type:Liability

    $ hledger accounts tag:type=^a
    myasset

Accounts inherit tags from their parents.

API changes:
A finalised Journal has a new jdeclaredaccounttags field
for easy lookup of account tags.
Query.matchesTaggedAccount is a tag-aware version of matchesAccount.
2022-01-30 09:47:52 -10:00
Stephen Morgan
1d9be4c2de cln: print, close: Check the show_costs_ option instead of directly
checking the --show-costs flag.
2022-01-26 08:07:11 -10:00
Stephen Morgan
ba0eec9132 ref: Return the interval split in reportSpan, to reduce the number
of different places we call splitSpan and ease refactoring.
2022-01-26 08:05:37 -10:00
Stephen Morgan
2a51b6e9a4 fix: layout: Commodity symbols should be omitted in --layout=bare when
all amounts are zero. (#1789)
2022-01-26 07:58:14 -10:00
Simon Michael
fbf826a813 ;doc: update CLI usage texts 2022-01-21 08:32:29 -10:00
Simon Michael
1716a3e55c ;doc: roi: dear lord fix links again 2022-01-21 08:20:05 -10:00
Simon Michael
209a726e26 ;doc: roi: make links useful in plain text docs
And update how-to url.
2022-01-21 08:17:55 -10:00
Simon Michael
beeb7b157c ;doc: roi: fix link 2022-01-21 08:13:26 -10:00
Simon Michael
bf2ac4f18b ;doc: roi: formatting 2022-01-21 08:13:26 -10:00
Stephen Morgan
57d055b643 fix: cost: Add inferred equity postings during journal finalisation, so
they can be matched by queries.
2022-01-16 18:37:18 -10:00
Simon Michael
6e12be15df ;doc: update CLI usage texts 2022-01-15 08:56:45 -10:00
Dmitry Astapov
ce54fb8ae9 ;roi: fixes #1791 (fix TWR when investment=0, several pnls per day) 2021-12-27 08:10:22 -10:00
Simon Michael
737ab13284 journal: doc updates for aliases corrupting account names (#1788) 2021-12-22 15:14:37 -10:00
Simon Michael
713f7eab65 journal: doc updates for aliases corrupting account names (#1788) 2021-12-22 15:08:01 -10:00
Simon Michael
9c173bc18b journal: tests/docs for aliases corrupting account names (#1788) 2021-12-22 14:59:13 -10:00