56be63e6f1
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.
217 lines
4.3 KiB
Plaintext
217 lines
4.3 KiB
Plaintext
# 1. we parse metadata tags in transaction and posting comments. Currently,
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# - they can be on the same line and/or separate lines
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# - they are always printed on separate lines
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<
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2010/01/01 ; txntag1: txn val 1
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; txntag2: txn val 2
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a 1
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; posting1tag1: posting 1 val 1
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; posting1tag2:
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b -1 ; posting-2-tag-1: posting 2 val 1
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; posting-2-tag-2:
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; non-metadata:
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$ hledger -f - print
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2010-01-01 ; txntag1: txn val 1
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; txntag2: txn val 2
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a 1
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; posting1tag1: posting 1 val 1
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; posting1tag2:
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b -1 ; posting-2-tag-1: posting 2 val 1
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; posting-2-tag-2:
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>=
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# 2. reports can filter by tag existence
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<
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2010/01/01 ; foo:bar
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a 1
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b -1
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2010/01/02 ; foo:baz
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c 1
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d -1
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2010/01/03
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e 1
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f -1
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$ hledger -f - print tag:foo
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2010-01-01 ; foo:bar
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a 1
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b -1
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2010-01-02 ; foo:baz
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c 1
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d -1
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>=
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# 3. or tag value
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<
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2010/01/01 ; foo:bar
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a 1
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b -1
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2010/01/02
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; foo:baz
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c 1
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d -1
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2010/01/03
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e 1
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f -1
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$ hledger -f - print tag:foo=bar
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2010-01-01 ; foo:bar
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a 1
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b -1
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>=
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# 4. postings inherit their transaction's tags
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<
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2010/01/01
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a 1 ; foo:bar
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b -1
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2010/01/02 ; foo:baz
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c 1
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d -1
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2010/01/03 ; foo:bar
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e 1
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f -1
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$ hledger -f - register tag:foo=bar
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2010-01-01 a 1 1
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2010-01-03 e 1 2
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f -1 1
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# 5. look for transactions without tags
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<
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2010/01/01 desc
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a 1
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b -1
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2010/01/02
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; foo:some tag
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c 2
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d -2
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2010/01/03
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e 3
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f -3
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2010/01/04 (code)
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g 4
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h -4
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$ hledger -f - print not:tag:.
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2010-01-01 desc
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a 1
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b -1
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2010-01-03
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e 3
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f -3
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2010-01-04 (code)
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g 4
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h -4
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>=
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# 6. query is not affected by implicit tags (XXX ?)
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$ hledger -f ../../examples/sample.journal reg tag:d
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# Querying accounts by tag.
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<
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account a ; type:A
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account l ; type:Liability
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account r ; type:R
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account o ; othertag:
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account u
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2022-01-01
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(r) 1
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2022-01-02
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(a) 1
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(l) 1
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# 7. We can match declared accounts by having a tag,
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$ hledger -f- accounts --declared tag:.
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a
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l
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r
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o
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# 8. not having a tag,
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$ hledger -f- accounts --declared not:tag:.
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u
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# 9. or a tag and it's value. Tag values are matched infix.
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$ hledger -f- accounts --declared tag:type=a
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a
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l
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# 10. So we must anchor the regex to match single-letter account types.
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$ hledger -f- accounts --declared tag:type=^a$
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a
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# 11. But if account type was declared in the long form, matching just one letter fails
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$ hledger -f- accounts --declared tag:type=^l$
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# 12. so we need to match more loosely
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$ hledger -f- accounts --declared tag:type=^l
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l
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# 13. In the same way, we can match used accounts by tag.
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$ hledger -f- accounts --used tag:type=r
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r
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# 14. We can match postings by their account's tags.
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$ hledger -f- register -w80 tag:type=^a
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2022-01-02 (a) 1 1
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# 15. We can match transactions by their accounts' tags.
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$ hledger -f- print tag:type=^a
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2022-01-02
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(a) 1
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(l) 1
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>=
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# 16. And negatively match them by tag.
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$ hledger -f- print tag:type=^a not:tag:type=^l
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# 17. We can filter balance reports by account tags.
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$ hledger -f- bal tag:type=^a
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1 a
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--------------------
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1
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# 18. Postingless declared accounts in balance reports are also filtered.
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$ hledger -f- bal -N --declared -E o u tag:othertag
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0 o
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# 19. Accounts inherit the tags of their parents.
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<
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account a ; type:A
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account a:aa
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$ hledger -f- accounts tag:type=a
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a
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a:aa
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# 20.
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<
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account a ; type:A
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account a:aa
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2022-01-01
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(a:aa) 1
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$ hledger -f- bal -N tag:type=a
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1 a:aa
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# 21.
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$ hledger -f- reg -w80 tag:type=a
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2022-01-01 (a:aa) 1 1
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