Commit Graph

133 Commits

Author SHA1 Message Date
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