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880 Commits

Author SHA1 Message Date
Simon Michael
e2c55aafa9 budget: --drop preserves the <unbudgeted> top-level account 2018-04-23 18:52:28 -07:00
Simon Michael
43287a3e26 budget: use a new first-class BudgetReport for --budget 2018-04-23 18:52:28 -07:00
Simon Michael
4b3c6afe75 lib: new generic PeriodicReport, and some report-related type aliases 2018-04-23 18:52:28 -07:00
Simon Michael
0b380971f7 journal: require a decimal point in commodity/format/D directives 
A commodity directive that doesn't specify the decimal point character
increases ambiguity and the chance of misparsing numbers, especially
as it overrides all style information inferred from the journal amounts.
In some cases it caused amounts with a decimal point to be parsed as if
with a digit group separator so 1.234 became 1234.

We could augment it with extra info from the journal amounts, when available,
but it would still be possible to be ambiguous, and that won't be obvious.

A commodity directive is what we recommend to nail down the style.
It seems the simple and really only way to do this reliably is to require
an explicit decimal point character. Most folks probably do this already.

Unfortunately, it makes another potential incompatiblity with ledger and
beancount journals. But the error message will be clear and easy to
work around.
 2018-04-20 21:56:06 -07:00
Simon Michael
3f2827424c refactor: number parsing docs 2018-04-20 21:39:06 -07:00
Simon Michael
3d4f5600ae journal: infer and balance amounts with standard amount styles (fix #737) 
Inferred amounts now have the appropriate standard amount style applied.
And when checking for balanced transactions, amount styles declared with
commodity directives are also used (previously only inferred amount styles were).
 2018-04-20 13:40:05 -07:00
Simon Michael
91e3ddd4fb lib: refactor 2018-04-20 05:24:09 -07:00
Dmitry Astapov
0c835acd18 lib, app: better descriptions for forecast transactions 2018-04-18 16:05:08 -07:00
Simon Michael
f2d3b3e1d4 csv: handle the other double negation cases: -(N), ((N)) (fix #736) 2018-04-18 07:39:33 -07:00
Dmitry Astapov
d82370d10b lib, app, web: remove differences between command line and journal file aliases 2018-04-17 16:09:11 -07:00
Dmitry Astapov
f6ec26e321 lib, app, web, ui: rename readJournalFile[s]WithOpts to readJournalFile, same for tryReader[s]WithOpts 2018-04-17 15:25:02 -07:00
Simon Michael
ae8046d47b lib: restore/update haddocks on readJournalFile[s]WithOpts 
[ci skip]
 2018-04-17 14:34:43 -07:00
Dmitry Astapov
5579af9a04 lib: remove readJournalFile(s) - supeceded by readJournalFile(s)WithOpts 2018-04-17 14:33:32 -07:00
Dmitry Astapov
37607beaea lib, app, web: use readJournalFileWithOpts instead of readJournalFile whenever possible 2018-04-17 14:33:32 -07:00
Dmitry Astapov
93814652f8 lib: auto postings are generated right after posting that triggered them (#729) 2018-04-17 14:33:32 -07:00
Dmitry Astapov
ecf49b1e4b lib: auto postings generated before amount inference and balance checks (#729) 2018-04-17 14:33:32 -07:00
Everett Hildenbrandt
c69fbff6d9 CsvReader: print more information about amount-in/out errors 2018-04-15 16:52:52 -07:00
Pavlo Kerestey
63d4c51dc4 Use quoteIfNeeded in quoteIfSpaced. Fix escapeDoubleQuotes to escape 2018-04-12 12:04:20 -07:00
Pavlo Kerestey
980210070a Explicit exports of Hledger.Utils.Text 2018-04-12 12:04:20 -07:00
Simon Michael
0b5ddcebee cli: clarify smart dates with more examples; add support for YYYYMM 2018-04-04 17:45:23 +01:00
Simon Michael
4ff3a749c6 lib: note an oddity with runJournalParser 2018-03-31 02:44:31 +01:00
Mykola Orliuk
b377bff90a lib: support scientific number notation (#704, #706) 
closes simonmichael/hledger#704
 2018-03-31 01:49:46 +01:00
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
dc4def835c lib: refactor runPeriodicTransaction, add a test 2018-03-29 18:11:34 +01:00
Simon Michael
d060398484 lib: splitSpan: return no spans for an empty datespan 
Fixes an issue where a bounded budget could wrongly appear in a
disjoint report period.
 2018-03-29 18:10:51 +01:00
Simon Michael
4d562ef068 lib: don't count periodic/modifier txns in Journal debug output 2018-03-29 16:45:34 +01:00
Simon Michael
083d9190fd budget: only periodic txns with the selected interval are used 2018-03-29 15:51:52 +01:00
Moritz Kiefer
d7b68fbd7d Use skipMany/skipSome for parsing spacenonewline 
This avoids allocating the list of space characters only to then
discard it.
 2018-03-25 22:59:05 +01:00
Simon Michael
84579bb1b4 silence redundant import warnings with ghc 8.4 2018-03-24 22:51:56 +00:00
Peter Simons
4c5a58ec1e hledger-lib: add missing Semigroup instance for Journal 
GHC 8.4.1 makes Semigroup a superclass of Monoid. See
https://prime.haskell.org/wiki/Libraries/Proposals/SemigroupMonoid
for details.
 2018-03-12 23:17:14 +00:00
Simon Michael
968ae13035 lib: redo buggy Amount refactoring 2018-02-16 02:26:39 -08:00
Simon Michael
b6a089b8a3 lib: Amount: hlint 2018-02-15 17:28:23 -08:00
Simon Michael
b231d99e38 lib: Account, AccountName: hlint 2018-02-15 11:38:34 -08:00
Simon Michael
6d94eed6fd lib: Types: fix/silence hlint warnings 2018-02-15 07:35:51 -08:00
Simon Michael
13855d6b53 csv: no csv records is no longer an error 2018-02-01 09:41:03 -08:00
Simon Michael
d3fde29b36 bal: --invert flag to flip all signs 2018-01-29 14:53:23 -08:00
Simon Michael
9b88fc2ed0 bal/bs/cf/is: sort accounts by account code, if any, then account name 
If any accounts have numeric codes assigned via account directives,
those accounts will be listed first, lowest account codes first.
 2018-01-23 11:33:24 -08:00
Simon Michael
d420a8b534 journal: account directive: parse and store a numeric account code also 2018-01-23 11:33:23 -08:00
Simon Michael
88ef586480 lib: rename, clarify purpose of balanceReportFromMultiBalanceReport 2018-01-23 11:32:24 -08:00
Simon Michael
5b1883fcdf bs/bse/cf/is: fix display of abbreviated name for December 2018-01-19 12:45:51 -08:00
Simon Michael
e9624486b6 bs/bse/cf/is: show local abbreviated month names on monthly columns 2018-01-18 11:46:12 -08:00
Simon Michael
6b349e3123 bs/bse/cf/is: show all balances as normally-positive (experimental) 
Income, liability and equity balances, which until now we have
always displayed as negative numbers, are now shown as normally positive
by these reports.
Negative numbers now indicate a contra-balance (eg an overdrawn
checking account), a net loss, a negative net worth, etc.
This makes these reports more like conventional financial statements,
and easier to read and share with normal people.
 2018-01-18 11:01:07 -08:00
Simon Michael
3b2a9eaba4 lib: refactor 2018-01-15 14:15:52 -08:00
Simon Michael
79812f974a rename NormalBalance -> NormalSign 2018-01-15 14:12:38 -08:00
Simon Michael
fedf36e823 lib: when the text encoding is UTF-8, ignore any UTF-8 BOM prefix 
Paypal's new CSV has this BOM prefix (at the time of writing),
which was causing a confusing parse error.
 2018-01-04 16:29:23 -08:00
Simon Michael
81e964502b lib: refactor low-level text file reading 2018-01-04 16:17:25 -08:00
Simon Michael
ecdbc05703 Merge branch 'feature/space-as-digits-sep' of https://github.com/ony/hledger into ony-feature/space-as-digits-sep 2017-12-30 09:29:22 -08:00
Simon Michael
8f55b6137d uses today's prices, not those of last txn date, for -V (fix #683,#648) 2017-12-29 21:42:59 -08:00
Simon Michael
69e255cead lib: deduplicate, refactor valuation code 2017-12-29 16:52:08 -08:00