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2766 Commits

Author SHA1 Message Date
Simon Michael
729a8b81e0 ;doc: update changelogs 2022-06-05 00:03:10 +01:00
Simon Michael
9833482c06 ;doc: update manuals 2022-06-05 00:02:59 +01:00
Simon Michael
d27a581e0f ;doc: update changelogs 2022-06-04 11:28:59 +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
1085a2a777 ;doc: update changelogs 2022-05-29 08:05:33 -10:00
Simon Michael
2bce910904 ;doc: update manuals 2022-05-25 11:35:47 -10:00
Simon Michael
6b174ae8a5 ;doc: csv: update link 2022-05-25 11:35:33 -10:00
Simon Michael
2d581d7d4d ;doc: update CLI usage texts 2022-05-23 05:42:27 -10:00
Simon Michael
52210cd114 ;doc: clarify 1.25 changelog about cash account detection 2022-05-23 05:40:01 -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
Simon Michael
65e913b7c5
Merge pull request #1834 from Xitian9/utf8 
Use with-utf8 and don't use Data.Text.IO.
 2022-05-21 17:50:59 -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
Stephen Morgan
15a5d5d38b
Merge pull request #1814 from Xitian9/csverror 
imp: csv: Give an error if unable to substitute csv templates. (#1803)
 2022-05-22 11:35:39 +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
74da8b80b8 ;doc: hledger manual: fix help example 2022-05-05 22:59:44 -10:00
Simon Michael
ab62e44c5d ;doc: hledger manual: fix save frequently used options link 2022-05-05 22:42:16 -10:00
Simon Michael
d9d8a298ed ;dev: tests: errors: readme 2022-05-01 10:14:55 -10:00
Simon Michael
6f4a5830b2 dev: tests: errors: add missing test journal (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
a1c9aa4114 dev: tests: errors: update tests/readme (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
45981832a6 dev: tests: errors: generate more robust tests more robustly (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
1a08baccc4 doc: update errors status (#1436) 2022-04-25 02:56:59 -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
7e45ab338f imp: check: show column ranges properly (#1436) 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
1ff0f76524 cli: generate/update tests and readme from error test journals 2022-04-25 02:56:59 -10:00
Simon Michael
1130ad1abd doc: errors: update status (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
6ec0e05c42 imp: check: commodities: use the standard error format (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
cec1e8e3f1 doc: errors status update (#1436) 2022-04-25 02:56:59 -10:00
Simon Michael
f47d423a67 lib: error' now adds an Error: prefix 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
Jakob Schöttl
ae21ee5e00 Update bash completions 2022-04-17 14:48:09 -10:00
Simon Michael
183d8e6ef6 test: comment out failing test as intended 
Fixes failing tests in master, which I had managed to merge because
of a ;-prefixed commit message.
 2022-04-17 07:46:33 -10:00
Simon Michael
8801ee0085 ;doc: errors: update 2022-04-15 16:03:22 -10:00
Simon Michael
6b7bc064d7 ;doc: errors: update 2022-04-15 15:53:55 -10:00
Simon Michael
33d15df879 ;doc: errors: update 2022-04-15 15:49:03 -10:00
Simon Michael
3123fe873a ;bs: disabled test for an account type detection bug (#1858) 2022-04-15 15:30:24 -10:00
Simon Michael
5ee1e1d62f ;doc: fixups suggested by afm 2022-04-15 15:07:17 -10:00
Simon Michael
133c54434a ;doc: changelogs 2022-04-14 13:59:03 -10:00
Simon Michael
8de85be658 ;doc: update manuals 2022-04-14 12:39:18 -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
7b4ab1e37a ref: tags test 2022-04-14 10:58:31 -10:00
Stephen Morgan
8cc59df513 fix: Ensure date2 is used for journal valuation if requested. (#1851) 2022-04-14 07:27:17 -10:00
Simon Michael
f48ef6db83 doc: wording 2022-04-10 11:02:29 -10:00
Simon Michael
df8bfde04f doc: --infer-market-prices is bad at guessing valuation commodity 2022-04-04 14:21:23 -10:00
Simon Michael
c185bfef58 doc: assertions: edit 2022-04-04 13:03:48 -10:00
Simon Michael
001f3f00a3 doc: clarify how assertions work with multiple files, auto postings 2022-04-04 12:46:42 -10:00
Stephen Morgan
c48d98c515 imp: csv: Substitute empty string if csv template fails. (#1803) 2022-03-29 18:03:33 +11:00
Simon Michael
db1818ac4a imp: consistent ghc warnings 2022-03-26 08:27:29 -10:00
Simon Michael
5858bb7b6d imp: ghc9.2: fix an incomplete-uni-pattern warning 2022-03-25 20:45:06 -10:00
Simon Michael
d9ecd1eb9d imp: update to modern warning flags 2022-03-25 20:28:34 -10:00
Simon Michael
b3aff7a394 imp: add: avoid deprecated time function 2022-03-25 20:10:18 -10:00
Simon Michael
7092ef9a89 fix: commented test for #1849 2022-03-25 19:42:49 -10:00
Simon Michael
97e57c2cb5 imp: doc: clarify relative dates in periodic rules (#1845) 2022-03-25 16:44:57 -10:00
Simon Michael
9a8fb529f3 imp: add a test clarifying periodic txns with forecast (#1845) 2022-03-25 16:30:35 -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
Simon Michael
4eeb646912 test: errors: doc updates 2022-03-20 07:21:31 -10:00
Simon Michael
5281c5d647 imp: allow pivoting on 'status' also 2022-03-18 21:38:31 -10:00
Simon Michael
2ed4201e36 test: errors: doc updates 2022-03-18 12:47:12 -10:00
Simon Michael
10160351e9 test: errors: doc updates 2022-03-18 12:32:54 -10:00
Simon Michael
81c7f91202 test: errors: doc updates 2022-03-18 12:31:28 -10:00
Simon Michael
726978d1c5 test: errors: doc updates 2022-03-18 12:22:36 -10:00
Simon Michael
78da46c789 test: errors: doc updates 2022-03-18 12:10:36 -10:00
Simon Michael
d3cabb5494 test: errors: doc updates 2022-03-18 12:01:50 -10:00
Simon Michael
25e706eca0 test: errors: doc updates 2022-03-18 11:03:21 -10:00
Simon Michael
8729fc0c47 test: errors: note versions 2022-03-18 09:02:06 -10:00
Simon Michael
512ebdfd5f test: errors: fix link, update summary 2022-03-18 08:50:20 -10:00
Simon Michael
eaa6e202f3 test: errors: show current errors in doc, generated by showall 2022-03-18 08:25:58 -10:00
Simon Michael
f7625343f6 test: errors: rename tests like check command's checks 2022-03-18 07:16:04 -10:00
Simon Michael
2b2d643333 test: errors: make tests runnable 2022-03-18 06:59:33 -10:00
Simon Michael
3775b97f04 test: errors: document 2022-03-17 19:44:47 -10:00
Simon Michael
6510ba3c95 test: examples for reproducing journal errors 2022-03-17 17:38:26 -10:00
Stephen Morgan
e6bf04fce3 fix: aliases: Make sure we can escape forward slashes in account 
aliases, but otherwise the regular expression handler handles escapes.
 2022-03-16 19:01:03 -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
Simon Michael
25e3cca2e1 doc: regex aliases update (#1832) 2022-03-10 17:13:34 -10:00
Stephen Morgan
a65e64115a fix: alias: Allow escaped characters in regular expression aliases. (#982) 2022-03-10 17:00:03 -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
Simon Michael
f0e00b3a43 ;doc: update changelogs 2022-03-10 16:55:46 -10:00
Simon Michael
460a1fc209 ;doc: update manuals 2022-03-07 09:33:11 -10:00
Simon Michael
2b978869dd doc: journal: clarify == assertions 2022-03-07 08:49:03 -10:00
Simon Michael
af7a5f98e3 ;cabal: update cabal files 2022-03-05 13:24:48 -10:00
Simon Michael
5aab2cbf40 ;pkg: bump version to 1.25.99 2022-03-05 13:24:48 -10:00
Simon Michael
5707abbd69 doc: changelog tweaks 2022-03-04 20:25:42 -10:00
Simon Michael
e4ca7187fe doc: finalise changelogs for 1.25 2022-03-04 17:51:59 -10:00
Simon Michael
2ee914bdc7 ;doc: update changelogs 2022-03-04 17:04:50 -10:00
Stephen Morgan
2f47ae05c6 fix: csv: Allow unicode in field references for csv. (#1809) 2022-02-06 14:16:17 -10:00
Simon Michael
71f9c7985f doc: changelog updates from release branch 2022-02-05 22:09:20 -10:00
Simon Michael
ef4da90538 ;doc: update changelogs 2022-02-05 14:57:53 -10:00
Simon Michael
5076389161 ;doc: account types 2022-02-03 16:38:22 -10:00
Simon Michael
dea13e08ab ;doc: account account types tweak (#1822) 2022-02-03 16:27:19 -10:00
Simon Michael
8ef82f5cd8 ;doc: account type updates (#1822) 2022-02-03 15:41:12 -10:00
Simon Michael
4ec441925a ;doc: account type updates (#1822) 2022-02-03 15:37:23 -10:00
Stephen Morgan
31fdcdb8ef !imp: type: Change the default account inference for Cash accounts to only match 
^assets?(:.+)?:(cash|bank|che(ck|que?)(ing)?|savings?|current)(:|$)

This should have no effect outside the cash report.

The rule for auto-detecting "Cash" (liquid assets) from account names
has changed in this release - see [Account types]. This is to simplify
how account types are detected and configured. If you use the cashflow
report without explicitly declaring accounts as Cash, you might notice a
change, and might need to add explicit account type: tags.
 2022-02-03 15:32:00 -10:00
Stephen Morgan
2e4cfccf1b fix: types: Make sure type: query will correctly match subtypes, so 
type:a will also match cash accounts, and type:e will also match
conversion accounts.
 2022-02-03 15:32:00 -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
Stephen Morgan
a16c88b1b1 fix: Make sure cash and conversion account types are correctly 
determined when there are no explicit declarations.
 2022-02-03 15:32:00 -10:00
Simon Michael
4aa06d7920 ;doc: account types: edits 2022-02-02 17:40:47 -10:00
Simon Michael
b96b6c406e ;doc: account types: rewrite/expand 2022-02-02 17:15:39 -10:00
Simon Michael
807717805a feat: accounts: --types shows account types (#1820) 2022-02-01 18:06:19 -10:00
Simon Michael
dbbd300aa2 ;dev: accounts: test cleanup 2022-02-01 18:03:46 -10:00
Simon Michael
0f8ede3038 ;doc: document how aliases can break account types (#1820) 2022-02-01 14:47:30 -10:00
Simon Michael
cb040dbe29 imp: type: forgot the tests 2022-01-31 16:44:13 -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
Stephen Morgan
91441bad8f test: Make sure --today is passed to --forecast tests so they keep 
working.
 2022-01-31 15:12:04 -10:00
Simon Michael
248ddf9378 dev: more thorough Journal anonymisation, and a note (#1817) 2022-01-30 09:47:52 -10:00
Simon Michael
3472c3cb6d ;dev: number anon tests 2022-01-30 09:47:52 -10:00
Simon Michael
3d57fa32c2 ;doc: querying by tags, on accounts and generally (#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
Simon Michael
2f48307c63 dev: query-tag.test -> format 3 2022-01-30 09:47:52 -10:00
Stephen Morgan
df4949ad1a imp!: journal: Remove deprecated account type code syntax from account 
directives.

Previously, you declare an account type with the following format:
account assets  A
This has been deprecated since 1.13, and should now be declared with one
of:
account assets  ; type:A
account assets  ; type:asset
 2022-01-28 12:38:38 -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
Stephen Morgan
55a022a941 fix: strict: Make sure forecast transactions and auto postings are 
checked with --strict. (#1810)
 2022-01-26 07:57:13 -10:00
Patrik Keller
2cf4c221de Manual: clarify reference from --strict to check 2022-01-26 07:45:13 -10:00
Simon Michael
e16fa51dd5 imp: nicer invalid balance assignment errors (fix tests) 2022-01-21 17:45:23 -10:00
Stephen Morgan
8cd9e81c34 fix: budget: Make sure boring parents of unbudgeted accounts are not 
elided if they have a budget. (#1800)

This only affects calls with --budget and -E, but not with --no-elide.
 2022-01-21 09:11:04 -10:00
Simon Michael
d9b0184720 ;doc: changeslogs: edit 2022-01-21 08:38:59 -10:00
Simon Michael
41b68714ff ;doc: update manuals 2022-01-21 08:32:29 -10:00
Simon Michael
fbf826a813 ;doc: update CLI usage texts 2022-01-21 08:32:29 -10:00
Simon Michael
8daef36c29 ;doc: update changelogs 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
f7a3f510be ;doc: describe no-symbol commodity checking (#1772) 2022-01-16 08:24:30 -10:00
Stephen Morgan
5006e26995 imp: check: Do not check commodities for zero amounts with empty 
commodity. (#1767)
 2022-01-16 08:11:02 -10:00
Simon Michael
dbcd235f9e ;doc: update manuals 2022-01-15 08:56:45 -10:00
Simon Michael
6e12be15df ;doc: update CLI usage texts 2022-01-15 08:56:45 -10:00
Simon Michael
9444e20c3d ;doc: update changelogs 2022-01-15 08:56:45 -10:00
Simon Michael
fb834777a6 ;fix: doc: update help/help-feedback links (#1807) 2022-01-15 08:53:48 -10:00
Stephen Morgan
f13ac2812f imp: smartdates: Simplify and generalise the SmartDate constructor and 
parsers to allow for arbitrary numbers of periods in relative dates.

We now accept smart dates like “in 5 days, 5 weeks ahead, in -6 months, 2 quarters ago”.
 2022-01-11 13:31:29 -10:00
Simon Michael
0e5ae2baac ;doc: update changelogs 2022-01-06 06:42:34 -10:00
Simon Michael
d82210cea9 ;doc: update changelogs 2022-01-05 18:09:23 -10:00
Simon Michael
757c548c17 ;doc: update changelogs 2022-01-05 08:12:44 -10:00
Simon Michael
d1bc3bbb32 ;doc: update changelogs 2022-01-01 15:55:08 -10:00
Simon Michael
326b2309bc ;doc: csv: tweak 2021-12-30 09:22:57 -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
Simon Michael
cfee37ab36 ;doc: fix conversion & cost lists 2021-12-21 11:01:39 -10:00
Simon Michael
e92a266064 ;doc: update manuals 2021-12-21 10:55:05 -10:00
Simon Michael
d10f3df27b ;doc: fix conversion & cost depth 2021-12-21 10:54:47 -10:00
Simon Michael
4bf0d76a1f ;doc: update manuals 2021-12-21 10:53:19 -10:00
Simon Michael
82cd81c066 doc: new CONVERSION & COST section after #1554 2021-12-21 10:50:13 -10:00
Stephen Morgan
8eedbbbe87 imp: cost: Generate totally balanced conversion postings for amounts with costs. 
Introduce --infer-equity option which will generate conversion postings.
--cost will override --infer-equity.

This means there will no longer be unbalanced transactions, but will be
offsetting conversion postings to balance things out. For example.

2000-01-01
  a   1 AAA @@ 2 BBB
  b  -2 BBB

When converting to cost, this is treated the same as before.
When used with --infer-equity, this is now treated as:

2000-01-01
  a                               1 AAA
  equity:conversion:AAA-BBB:AAA  -1 AAA
  equity:conversion:AAA-BBB:BBB   2 BBB
  b                              -2 BBB

There is a new account type, Conversion/V, which is a subtype of Equity/E.
The first account declared with this type, if any, is used as the base account
for inferred equity postings in conversion transactions, overriding the default
"equity:conversion".

API changes:

Costing has been changed to ConversionOp with three options:
NoConversionOp, ToCost, and InferEquity.
The first correspond to the previous NoCost and Cost options, while the
third corresponds to the --infer-equity flag.  This converts transactions with costs
(one or more transaction prices) to transactions with equity:conversion postings.
It is in ConversionOp because converting to cost with -B/--cost and inferring conversion
equity postings with --infer-equity are mutually exclusive.

Correspondingly, the cost_ record of ReportOpts has been changed to
conversionop_.

This also removes show_costs_ option in ReportOpts, as its functionality
has been replaced by the richer cost_ option.
 2021-12-21 10:50:13 -10:00
Simon Michael
5561eeb8a4 ;doc: fix two unlinked urls 2021-12-17 10:00:19 -10:00
Simon Michael
c23808a163 ;doc: queries: fix "rewriting accounts" links 2021-12-15 11:14:01 -10:00
Simon Michael
45db32b84f ;doc: update changelogs 2021-12-10 12:50:21 -10:00
Simon Michael
a98e6125f1 ;doc: changelogs: 1.24.1 2021-12-10 12:47:43 -10:00
Simon Michael
1ef8f329c6 lib: simpler more robust version strings, with date/without patchlevel 
We no longer rely on git tags and git describe output, since it's
hard to reliably select the correct tag eg for minor releases.
We might use them again in future for dev builds, but it requires
adding git describe --match support to githash. For now,

* Program name, OS and architecture are always shown.
* The package version is always shown.
* If there is git info at build time, the latest commit hash and commit date are shown.

Example outputs:
A homebrew binary, not built in git repo: hledger-ui 1.24, mac-aarch64
A CI release build, built in git repo:    hledger 1.24.1-g455b35293-20211210, mac-x86_64

API changes:

* new type synonyms ProgramName, PackageVersion, VersionString
* versionStringForProgname -> versionString with extra argument
* versionStringFor -> versionStringWith with extra argument
 2021-12-10 12:42:40 -10:00
Simon Michael
1a646cd092 ;doc: changelogs: 1.24.1 2021-12-09 14:52:23 -10:00
Simon Michael
f111274f25 ;doc: update changelogs 2021-12-09 14:25:42 -10:00
Simon Michael
e532b7be49 ;doc: update manuals 2021-12-09 14:03:58 -10:00
Simon Michael
d1a0d37bd1 fix: bal: --declared now respects not:ACCT (fix #1783) 2021-12-09 12:58:22 -10:00
Simon Michael
08b72ae9f7 dev: bal: note yet another --declared issue 2021-12-08 18:21:32 -10:00
Simon Michael
2e79e53f12 ;dev: bal: note possible --declared issue 2021-12-08 18:14:23 -10:00
Simon Michael
e76cb1ae8c ;doc: csv: note hyphenated field names, fix formatting 2021-12-08 09:55:06 -10:00
Simon Michael
9c1c7aca83 ;doc: csv: mention disabling of digit group marks in csv output (#1771) 2021-12-06 15:23:35 -10:00
Stephen Morgan
c4004fca28 imp: csv: Do not display thousands separators when outputting csv. 2021-12-06 15:17:46 -10:00
Simon Michael
76b5c5f2ac ;doc: update manuals 2021-12-06 15:04:17 -10:00
Simon Michael
763d171108 ;doc: update CLI usage texts 2021-12-06 15:04:07 -10:00
Simon Michael
4d6f1ed0bf ;doc: bal: update tidy description, example 2021-12-06 15:03:40 -10:00
Simon Michael
ca44e092fd ;doc: update manuals 2021-12-06 14:50:49 -10:00
Simon Michael
5c597750fb ;doc: update CLI usage texts 2021-12-06 14:50:43 -10:00
Simon Michael
872bce55ef ;doc: bal: mention tidy's disabling of totals/averages (#1773, #1775) 2021-12-06 14:49:59 -10:00
Stephen Morgan
29ee0c331f imp: csv: Ignore --row-totals with tidy csv output. 2021-12-06 14:43:43 -10:00
Stephen Morgan
fb0472e0e9 imp: csv: Handle --layout=tidy with the legacy balance report. 
Note that this gives output compatible with the multi balance report,
which means it is different from the csv with the legacy balance report.
This means tools only need to be able to handle one tidy csv format.
 2021-12-06 13:49:01 -10:00
Stephen Morgan
71646f993c imp: csv: Include the start and end dates of intervals, as well as 
string representation of the period, in tidy csv output, and never
include row totals or averages.
 2021-12-06 13:49:01 -10:00
Simon Michael
35c1c9b6a2 pkg: progress towards supporting GHC 9.2 and newer libs (#1774) 
hledger-lib builds, hledger's deps don't (shakespeare).
 2021-12-06 12:32:50 -10:00
Simon Michael
642102e291 ;doc: update manuals 2021-12-05 16:34:01 -10:00
Simon Michael
ca0d9e2a0e ;doc: update CLI usage texts 2021-12-05 16:34:01 -10:00
Simon Michael
c250be1bb9 ;doc: bal: document tidy; commodity -> data layout (#1768) 2021-12-05 16:33:56 -10:00
Stephen Morgan
e42120da26 ;test: Rename commodity-column.test to layout.test, and replace 
--commodity-column with --layout=bare in tests.
 2021-12-05 16:06:44 -10:00
Stephen Morgan
7ccf7430d0 imp: csv: Allow for generating tidy csv with --layout=tidy. 
This puts every date in a separate row, which is more suitable for
many graphing programs.
 2021-12-05 16:06:44 -10:00
Stephen Morgan
3884f90cc6 lib!: Rename CommodityLayout to Layout and rename constructors. 
Their scope is more than just commodities.
 2021-12-05 16:06:44 -10:00
Simon Michael
6ce70351fd ;doc: cli, bal: improve table layout in non-html docs 2021-12-05 12:27:20 -10:00
Simon Michael
e5b924c390 ;doc: update manuals 2021-12-05 12:25:49 -10:00
Simon Michael
ee9894f59e ;doc: update CLI usage texts 2021-12-05 12:25:44 -10:00
Simon Michael
08f95d051e ;doc: update manuals 2021-12-05 11:23:18 -10:00
Simon Michael
7b9cad6cdc ;doc: update CLI usage texts 2021-12-05 11:23:11 -10:00
Simon Michael
76f8ed1514 ;doc: cli, bal: clarify output formats, layouts more 2021-12-05 11:23:00 -10:00
Simon Michael
2a58331024 ;doc: update manuals 2021-12-05 10:56:41 -10:00
Simon Michael
fdc373f45c ;doc: update CLI usage texts 2021-12-05 10:56:38 -10:00
Simon Michael
371539e085 ;doc: bal: clarify --layout a little 2021-12-05 10:56:17 -10:00
Simon Michael
1ba25f9714 ;doc: cli: document which commands support which output formats 2021-12-05 10:24:24 -10:00