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;csv: doc: more cleanups, note some limitations

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Simon Michael 2019-11-11 18:29:36 -08:00
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hledger-lib/hledger_csv.m4.md
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@ -65,7 +65,7 @@ tells hledger to ignore this many non-empty lines preceding the CSV data.
You'll need this whenever your CSV data contains header lines.
It also has a second purpose: it can be used inside [if blocks](#if)
'to ignore certain CSV records (described below).
to ignore certain CSV records (described below).
## `fields`
@ -106,7 +106,8 @@ For more about the transaction parts they refer to, see the manual for hledger's
`accountN`, where N is 1 to 9, sets the Nth [posting's](journal.html#postings) account name.
Most often there are two postings, so you'll want to set `account1` and `account2`.
<!-- (Often, `account1` is fixed and `account2` will be set later by a [conditional block](#if).) -->
If a posting's account name is left unset but its amount is set,
a default account name will be chosen (like expenses:unknown or income:unknown).
`amountN` sets posting N's amount. Or, `amount` with no N sets posting
1's. If the CSV has debits and credits in separate fields, use
@ -116,6 +117,7 @@ Most often there are two postings, so you'll want to set `account1` and `account
For convenience and backwards compatibility, if you set the amount of
posting 1 only, a second posting with the negative amount will be
generated automatically.
(This also means you can't generate a transaction with just one posting.)
If the CSV has the currency symbol in a separate field, you can use
`currencyN` to prepend it to posting N's amount. `currency` with no N
@ -136,9 +138,10 @@ See TIPS below for more about setting amounts and currency.
HLEDGERFIELDNAME FIELDVALUE
```
Instead of or in addition to a [fields list](#fields), you can use
a "field assignment" rule to set the value of a single hledger field,
by writing its name (any of the standard names above) followed by a text value.
Instead of or in addition to a [fields list](#fields), you can use a
"field assignment" rule to set the value of a single hledger field, by
writing its name (any of the standard hledger field names above)
followed by a text value.
The value may contain interpolated CSV fields,
referenced by their 1-based position in the CSV record (`%N`),
or by the name they were given in the fields list (`%CSVFIELDNAME`).
@ -171,7 +174,8 @@ Some examples:
date-format %m/%d/%y
```
``` rules
# D/M/YYYY. The - makes leading zeros optional.
# D/M/YYYY
# The - makes leading zeros optional.
date-format %-d/%-m/%Y
```
``` rules
@ -179,12 +183,12 @@ date-format %-d/%-m/%Y
date-format %Y-%h-%d
```
``` rules
# M/D/YYYY HH:MM AM some other junk.
# The time and junk must be parsed, though only the date is used.
# M/D/YYYY HH:MM AM some other junk
# Note the time and junk must be fully parsed, though only the date is used.
date-format %-m/%-d/%Y %l:%M %p some other junk
```
For the full pattern syntax, see
<https://hackage.haskell.org/package/time/docs/Data-Time-Format.html#v:formatTime>.
For the supported strptime syntax, see:\
<https://hackage.haskell.org/package/time/docs/Data-Time-Format.html#v:formatTime>
## `if`
@ -248,7 +252,7 @@ banking thru software
## `end`
This rule can be used inside [if blocks](#if) (only), to make hledger stop
reading this CSV file and move on (to the next input file, or to command execution).
reading this CSV file and move on to the next input file, or to command execution.
Eg:
```rules
# ignore everything following the first empty record
@ -263,7 +267,7 @@ if ,,,,
include RULESFILE
```
Include another CSV rules file at this point, as if it were written inline.
This includes another CSV rules file at this point, as if it were written inline.
`RULESFILE` is an absolute file path or a path relative to the current file's directory.
This can be useful for sharing common rules between several rules files, eg:
```rules
@ -443,6 +447,7 @@ A posting amount can be set in one of these ways:
- by assigning to `balanceN` (or `balance`) instead of the above,
setting the amount indirectly via a
[balance assignment](journal.html#balance-assignments).
If you do this the default account name may be wrong, so you should set that explicitly.
There is some special handling for an amount's sign: