Commit Graph

7445 Commits

Author SHA1 Message Date
Simon Michael
f999bf78e6 opts: new -B/--cost, -V/--market, --value flags (#329) 2019-05-23 13:11:20 -07:00
Simon Michael
0b67df2d31 opts: shorten csv separator arg template 2019-05-23 00:36:59 -07:00
Simon Michael
3681fdedaa ;site: add missing CONTRIBUTING.md symlink
[ci skip]
2019-05-21 14:19:19 -07:00
Simon Michael
2f48a4e058 ; contributing: mention the need for a regular build before ghci
[ci skip]
2019-05-21 13:45:08 -07:00
Simon Michael
157371fa00 ;make: add ghcid to tools list
[ci skip]
2019-05-21 12:32:58 -07:00
Simon Michael
7136707e0d ;site: download: tweaks, align table
[ci skip]
2019-05-19 08:47:04 -07:00
Simon Michael
393bd76b81 ;site: download: pick an older nix rev that's more prebuilt for mac
[ci skip]
2019-05-18 12:56:10 -07:00
Simon Michael
b255df45e8 ;site: download: tweak nix note (#1030)
[ci skip]
2019-05-18 12:41:17 -07:00
Simon Michael
9e64acaaab ;site: download: note nix on linux breakage (#1030)
[ci skip]
2019-05-18 12:19:13 -07:00
Simon Michael
a7ffa6108b ;site: download: reorganise with binaries at top, cleanup, add TOC
[ci skip]
2019-05-17 20:59:44 -07:00
Simon Michael
54a6ee2c64 ;site: download: align table
[ci skip]
2019-05-17 17:47:24 -07:00
Simon Michael
dfb9574433 ;doc: web: improve /add docs (#1026)
[ci skip]
2019-05-14 09:27:41 -07:00
Simon Michael
71ec1e3986 ;doc: web: document /add PUT (#1026)
[ci skip]
2019-05-14 09:22:50 -07:00
Simon Michael
e21afc466a bal/bs/bse: -H or --cumulative now disables -T (#329)
To reduce confusion, multiperiod balance reports using -H/--historical
or --cumulative, which show end balances, no longer show a Totals
column since summing end balances generally doesn't make sense.
Also the underlying MultiBalanceReport now returns zero for those
totals when in cumulative or historical mode.
2019-05-11 20:43:28 -07:00
Simon Michael
76342a3fd0 bal/bs/cf/is: mention valuation type in report title 2019-05-09 15:39:43 -07:00
Simon Michael
e5339218f7 lib: valueTypeFromOpts helper 2019-05-09 15:36:26 -07:00
Simon Michael
2e44d09fdb ;doc: tweak --value-at table
[ci skip]
2019-05-09 12:26:30 -07:00
Simon Michael
fb18019212 bal: document and test --value-at with --budget (#329) 2019-05-09 12:23:51 -07:00
Simon Michael
a8599d991e shake: show htmlmanuals target in help
[ci skip]
2019-05-09 12:23:11 -07:00
Simon Michael
d15869f855 ;doc: typo
[ci skip]
2019-05-09 12:22:48 -07:00
Simon Michael
82104e580b ;doc: improve --value-at docs
[ci skip]
2019-05-09 08:49:51 -07:00
Simon Michael
d77fd5743d bal/bs/cf/is: support --value-at with -H; fix row/col/grand totals
This also includes a big cleanup of multiBalanceReport, which got
accidentally mingled.
2019-05-09 07:58:45 -07:00
Simon Michael
9680e894cc ;tests: fix totals in a --value-at test
[ci skip]
2019-05-09 07:57:03 -07:00
Simon Michael
a63e582aca ;doc: improve --value-at docs
[ci skip]
2019-05-07 16:20:19 -07:00
Simon Michael
2ffe7914be ;improve valuation code docs 2019-05-07 16:19:49 -07:00
Simon Michael
5cecc81c19 ;site: show row borders in tables
[ci skip]
2019-05-07 16:11:35 -07:00
Simon Michael
5e2f5cf511 ;doc: rewrite: consistent literal block styling
[ci skip]
2019-05-07 16:11:35 -07:00
Simon Michael
5744d7679d ;doc: options: definition lists + bullets don't work in man pages
[ci skip]
2019-05-07 16:11:33 -07:00
Simon Michael
74e653bfbc ;lib: declare Period exports 2019-05-06 11:52:10 -07:00
Simon Michael
72214a5747 reg: fix --value-at=transaction with -M (#329) 2019-05-06 08:07:16 -07:00
Simon Michael
30a35230d2 ;doc: update --value-at support, add more report details (#329) 2019-05-05 17:48:20 -07:00
Simon Michael
ad00da244b reg: support --value-at with -H (#329) 2019-05-05 17:47:38 -07:00
Simon Michael
4c56baf842 ;doc:options:update --value-at support 2019-05-05 11:12:01 -07:00
Simon Michael
2ba0281335 bal: fix --value-at for old-style single period balance reports (#329) 2019-05-05 10:51:07 -07:00
Simon Michael
629b590de1 ;lib: cleanup 2019-05-05 10:38:13 -07:00
Simon Michael
76542458e6 lib: mapJournalTransactions, mapJournalPostings, mapTransactionPostings 2019-05-05 10:35:49 -07:00
Simon Michael
5a13bc632d ;clarify ledgerFromJournal doc 2019-05-05 10:09:40 -07:00
Simon Michael
1ad82d5b77 ;lib: balanceReport cleanup 2019-05-05 09:57:03 -07:00
Simon Michael
f4b0381043 ;lib: more docs for balanceReport 2019-05-05 09:50:29 -07:00
Simon Michael
8d7eacd73f bal: support --value-at=p/t with multiperiod reports (#329) 2019-05-05 09:30:01 -07:00
Simon Michael
74c381cc88 ;lib: more docs for multiBalanceReport 2019-05-04 17:46:52 -07:00
Simon Michael
66b1599058 ;lib: postingsReport cleanup 2019-05-04 17:09:16 -07:00
Simon Michael
cc05f48697 ;lib: multiBalanceReport cleanup 2019-05-04 12:34:59 -07:00
Simon Michael
3a79e300c9 ;bal: cleanup 2019-05-04 12:22:00 -07:00
Simon Michael
12c0bfb39b ;lib: brValue cleanup 2019-05-04 12:22:00 -07:00
Simon Michael
ec1b98434c reg: support --value-at=period with periodic reports (#329) 2019-05-04 12:22:00 -07:00
Simon Michael
dd8c403c81 ;cli: option help tweaks 2019-05-04 12:22:00 -07:00
Simon Michael
cca0b7aec6 ;update changelogs 2019-05-04 12:21:54 -07:00
Simon Michael
ebf5ed93f2 valuation: more thorough --value-at; document status (#329, #999)
This feature turns out to be quite involved, as valuation interacts
with the many report variations. Various bugs/specs have been
fixed/clarified relating to register's running total, balance totals
etc. Eg register's total should now be the sum of the posting amount
values, not the values of the original sums. Current level of support
has been documented.

When valuing at transaction date, we once again do early valuation of
all posting amounts, to get more correct results. variants. This means
--value-at=t can be slower than other valuation modes when there are
many transactions and many prices. This could be revisited for
optimisation when things are more settled.
2019-05-03 12:24:02 -07:00
Simon Michael
7dd5475187 gitignore: *.prof [ci skip] 2019-05-03 12:23:20 -07:00