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77 Commits

Author SHA1 Message Date
Justin Le
b935cd2243 Adding "--value"/"-V" option for balancesheet/incomestatement/cashflow and register (#361) 
* Added --value options for specialized balance ouputs balancesheet, incomestatement, cashflow

* --value option for 'register' command
lib: postingsValue to convert posting amounts to market value
 2016-12-31 07:48:17 -08:00
Simon Michael
69ebc3b159 bal, reg, stats: clarify report modes, output, options 
- try to clarify naming and meaning of balance/register report modes
  and kinds of "balance" displayed. Added balance --change and
  register --cumulative flags to clarify report modes.

- with multiple --change/--cumulative/--historical flags use the last
  instead of complaining

- register -A is now affected by -H

- options cleanups
 2016-08-12 09:44:31 -07:00
Simon Michael
985ca50814 doc: expand period expressions, rename "report interval" 2016-08-02 12:51:18 -07:00
Simon Michael
fe6d4cc7da lib: abstract period/interval/cleared in ReportOpts 2016-07-29 19:20:56 -07:00
Simon Michael
90c9735b7a lib: textification: descriptions & codes 
Slightly higher (with small files) and lower (with large files) maximum
residency, and slightly quicker for all.

hledger -f data/100x100x10.journal stats
<<ghc: 42858472 bytes, 84 GCs, 193712/269608 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.015 elapsed), 0.016 MUT (0.042 elapsed), 0.011 GC (0.119 elapsed) :ghc>>
<<ghc: 42891776 bytes, 84 GCs, 190816/260920 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.004 elapsed), 0.017 MUT (0.025 elapsed), 0.010 GC (0.015 elapsed) :ghc>>

hledger -f data/1000x1000x10.journal stats
<<ghc: 349575240 bytes, 681 GCs, 1396425/4091680 avg/max bytes residency (7 samples), 11M in use, 0.000 INIT (0.000 elapsed), 0.137 MUT (0.146 elapsed), 0.050 GC (0.057 elapsed) :ghc>>
<<ghc: 349927568 bytes, 681 GCs, 1397825/4097248 avg/max bytes residency (7 samples), 11M in use, 0.000 INIT (0.000 elapsed), 0.126 MUT (0.133 elapsed), 0.050 GC (0.057 elapsed) :ghc>>

hledger -f data/10000x1000x10.journal stats
<<ghc: 3424029496 bytes, 6658 GCs, 11403141/41077288 avg/max bytes residency (11 samples), 111M in use, 0.000 INIT (0.000 elapsed), 1.278 MUT (1.310 elapsed), 0.493 GC (0.546 elapsed) :ghc>>
<<ghc: 3427418064 bytes, 6665 GCs, 11127869/37790168 avg/max bytes residency (11 samples), 109M in use, 0.000 INIT (0.001 elapsed), 1.212 MUT (1.229 elapsed), 0.466 GC (0.519 elapsed) :ghc>>

hledger -f data/100000x1000x10.journal stats
<<ghc: 34306546248 bytes, 66727 GCs, 77030638/414617944 avg/max bytes residency (14 samples), 1012M in use, 0.000 INIT (0.000 elapsed), 12.965 MUT (13.164 elapsed), 4.771 GC (5.447 elapsed) :ghc>>
<<ghc: 34340246056 bytes, 66779 GCs, 76983178/416011480 avg/max bytes residency (14 samples), 1011M in use, 0.000 INIT (0.008 elapsed), 12.666 MUT (12.836 elapsed), 4.595 GC (5.175 elapsed) :ghc>>
 2016-05-24 19:00:58 -07:00
Simon Michael
2538d14ea7 lib: textification begins! account names 
The first of several conversions from String to (strict) Text, hopefully
reducing space and time usage.

This one shows a small improvement, with GHC 7.10.3 and text-1.2.2.1:

hledger -f data/100x100x10.journal stats
string: <<ghc: 39471064 bytes, 77 GCs, 198421/275048 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.001 elapsed), 0.015 MUT (0.020 elapsed), 0.010 GC (0.014 elapsed) :ghc>>
text:   <<ghc: 39268024 bytes, 77 GCs, 197018/270840 avg/max bytes residency (3 samples), 2M in use, 0.000 INIT (0.002 elapsed), 0.016 MUT (0.022 elapsed), 0.009 GC (0.011 elapsed) :ghc>>

hledger -f data/1000x100x10.journal stats
string: <<ghc: 318555920 bytes, 617 GCs, 2178997/7134472 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.001 elapsed), 0.129 MUT (0.136 elapsed), 0.067 GC (0.077 elapsed) :ghc>>
text:   <<ghc: 314248496 bytes, 612 GCs, 2074045/6617960 avg/max bytes residency (7 samples), 16M in use, 0.000 INIT (0.003 elapsed), 0.137 MUT (0.145 elapsed), 0.067 GC (0.079 elapsed) :ghc>>

hledger -f data/10000x100x10.journal stats
string: <<ghc: 3114763608 bytes, 6026 GCs, 18858950/75552024 avg/max bytes residency (11 samples), 201M in use, 0.000 INIT (0.000 elapsed), 1.331 MUT (1.372 elapsed), 0.699 GC (0.812 elapsed) :ghc>>
text:   <<ghc: 3071468920 bytes, 5968 GCs, 14120344/62951360 avg/max bytes residency (9 samples), 124M in use, 0.000 INIT (0.003 elapsed), 1.272 MUT (1.349 elapsed), 0.513 GC (0.578 elapsed) :ghc>>

hledger -f data/100000x100x10.journal stats
string: <<ghc: 31186579432 bytes, 60278 GCs, 135332581/740228992 avg/max bytes residency (13 samples), 1697M in use, 0.000 INIT (0.008 elapsed), 14.677 MUT (15.508 elapsed), 7.081 GC (8.074 elapsed) :ghc>>
text:   <<ghc: 30753427672 bytes, 59763 GCs, 117595958/666457240 avg/max bytes residency (14 samples), 1588M in use, 0.000 INIT (0.008 elapsed), 13.713 MUT (13.966 elapsed), 6.220 GC (7.108 elapsed) :ghc>>
 2016-05-24 19:00:49 -07:00
Simon Michael
ce344f9b96 lib: fix a haddock error 2016-05-06 18:16:12 -07:00
Simon Michael
c9a892eabe lib: remove hopefully superfluous comment 2016-05-06 17:40:33 -07:00
Simon Michael
884c0b8a58 reg: fix sorting regression with --date2 (#326) 
And rewrite/clarify postingsReport.
 2016-05-06 17:19:43 -07:00
Simon Michael
87d5ddfb71 query: drop the empty: query term 
This seems to be equivalent to the --empty option, and overlaps
a bit confusingly with amt:0. I think we can drop it.
 2015-05-21 16:44:11 -07:00
Simon Michael
d1f63334ee handle pending status correctly, add --pending (#250) 
A transaction/posting status of ! (pending) was effectively equivalent
to * (cleared). Now it's a separate state, not matched by --cleared.
The new Ledger-compatible --pending flag matches it, and so does
--uncleared. The equivalent search queries are now status:*, status:!
and status: (the old status:1 and status:0 spellings are deprecated).

Since we interpret --uncleared and status: as "any state except cleared",
it's not currently possible to match things which are neither cleared
nor pending.
 2015-05-16 11:51:35 -07:00
Simon Michael
70d87613f2 some cleanup of debug trace helpers 2015-05-14 13:01:49 -07:00
Simon Michael
c138c35d3b register: support date:/date2:/--date2 better (fix #201, #221, #222) 2014-12-24 16:11:30 -08:00
Simon Michael
d1404adf3f note lack of date2 support in (eg) postingsReport 2014-12-24 14:54:56 -08:00
Simon Michael
7f6cf1f849 balance, register, register-csv: depth 0 shows summary items (#206) 
Previously, a depth:0 query produced an empty report (since there are no
level zero accounts). Now, it aggregates all data into one summary item
with account name "...".

This makes it easier to see the kind of data Gwern was looking for from
register-csv (net worth over time). Eg this shows one line per month
summarising the total of assets and liabilities:

hledger register-csv -- -MHE ^assets ^liabilities depth:0

Single and multi-column balance reports behave similarly.
 2014-10-19 17:53:20 -07:00
gwern
d1618aaca8 strip trailing whitespace from all Haskell files 2014-10-14 18:48:24 -07:00
Simon Michael
aa85e786b9 register: describe datespans briefly, like balance 
Eg instead of 2014/01/01 - 2014/01/31, show 2014/01, as in a multicolumn
balance report. The data model is not very elegant, but works for now.
 2014-08-08 07:34:11 -07:00
Simon Michael
f631e8e063 register: --average implies --empty 
The -A flag now enables -E, so that with a report interval the averages
are always per-period and not per-report-line. (Without a report
interval, -E is already the default).
 2014-08-07 14:03:56 -07:00
Simon Michael
25ccead21c register: also fix date (or date2) sorting of postings (#184) 2014-05-08 14:20:12 -07:00
Simon Michael
2bd785c3fb aregister: fix date filtering with disordered txns (fixes #184) 
Fix a refactoring-related regression that the tests missed: if
transactions were not ordered by date in the journal, register
could include postings before the report start date in the output.
 2014-05-07 06:31:34 -07:00
Simon Michael
a28d4fd400 register: drop --display, use --historical instead 
We provided a very limited implementation of --display only for one use
case: to see an accurate running balance. Now that is achieved more easily
with -H/--historical, similar to the balance command, and --display
can be dropped.
 2014-04-30 17:24:41 -07:00
Simon Michael
eeb48c86d1 default report dates come from secondary dates with --date2 2014-04-24 14:44:30 -07:00
Simon Michael
c9d60fab73 balance, register: fix --date2 with report intervals 2014-04-19 15:54:58 -07:00
Simon Michael
4ef33c012a register: report intervals now include all postings in the interval 
As with balance. For example, register -p 'weekly in jan' generates
these intervals: 2013/12/30-2014/01/05, 2014/01/06-2014/01/12,
2014/01/13-2014/01/19, 2014/01/20-2014/01/26, 2014/01/27-2014/02/02.
With this change, postings on 2013/12/30-31 and 2014/2/1-2 will be
included in the report, so all period totals are complete and
comparable.
 2014-04-19 11:47:05 -07:00
Simon Michael
1fca3e7472 orDatesFrom -> spanDefaultsFrom 2014-04-19 08:38:03 -07:00
Simon Michael
424db9a09e register: support --date2 with a report interval (fixes #174) 2014-04-13 14:57:40 -07:00
Simon Michael
77d24fc241 split up Hledger.Reports 2014-03-19 17:31:18 -07:00