Commit Graph

3456 Commits

Author SHA1 Message Date
Simon Michael
a38af98c9e fix: a slowdown with many txns and many accounts since 1.29 [#2153]
When processing costs and equity postings in transactions during
journal finalisation, we now pass just the conversion account name(s)
rather than the entire map of account types. This slowdown was severe
for some users/data/machines.
2024-01-25 13:49:49 -10:00
Simon Michael
508ccfc7d2 imp: balance assertions error: show costs detail with --debug=2 2024-01-23 22:18:34 -10:00
Simon Michael
54c60b4de9 imp: balance assertions error: clarify wording 2024-01-23 22:18:34 -10:00
Simon Michael
e694e7869d fix: check mixed-cost balances correctly again; cleanup (#2150)
The code is a bit clearer, and it no longer discards amounts other
than the first when the running balance contains multiple costs.
(This bug was exposed by the fix for #2039).
2024-01-23 21:35:07 -10:00
Simon Michael
8ec46baec9 dev: clarify behaviour of filterMixedAmountByCommodity, showMixedAmount* 2024-01-23 21:35:06 -10:00
Simon Michael
df79aa5e35 dev: distinguish oneLineFmt and oneLineNoCostFmt; add fullZeroFmt 2024-01-23 21:35:06 -10:00
Simon Michael
999cba8c31 dev: cleanup; add showAmountWith, showMixedAmountWith 2024-01-23 21:35:06 -10:00
Simon Michael
0cb382cf0e dev: rename AmountDisplayOpts -> AmountFormat, and related constants
noColour          -> defaultFmt
noCost            -> noCostFmt
oneLine           -> oneLineFmt
csvDisplay        -> machineFmt
2024-01-23 21:35:06 -10:00
Simon Michael
e2ed2b3b6d dev: clarify showAmountsCostB 2024-01-23 21:35:06 -10:00
Simon Michael
ca55c2f0f8 dev: rename other Price helpers to Cost
showAmountWithoutPrice             -> showAmountWithoutCost
mixedAmountStripPrices             -> mixedAmountStripCosts
showMixedAmountWithoutPrice        -> showMixedAmountWithoutCost
showMixedAmountOneLineWithoutPrice -> showMixedAmountOneLineWithoutCost
2024-01-23 21:35:06 -10:00
Simon Michael
323f87b3e9 dev: Amount: aprice -> acost
Acked-by: Simon Michael <simon@joyful.com>
2024-01-23 21:35:06 -10:00
Simon Michael
8102bd9c2b dev: AmountPrice,UnitPrice,TotalPrice -> AmountCost,UnitCost,TotalCost; related renames 2024-01-23 21:35:06 -10:00
Simon Michael
e201775e93 dev: amountStripPrices -> amountStripCost 2024-01-23 21:35:06 -10:00
Simon Michael
0353840d90 dev: showAmountPrice -> showAmountCostB, showAmountPriceDebug -> showAmountCostDebug 2024-01-23 21:35:06 -10:00
Simon Michael
ac47ea4a0e imp:balance assertion error message: make it clearer, show diff again 2024-01-21 15:02:51 -10:00
Simon Michael
41711d8ab5 fix:--anon: now hidden, gives an error, still usable as --obfuscate [#2133] 2024-01-21 11:59:11 -10:00
Simon Michael
c2ce1c2037 imp:close: add tags, with optional custom value, for easier matching/exclusion [#2151]
They are `balances:` for assertion transactions,
`retain:` for retained earnings transactions,
and `start` for opening/closing transactions.

And some --help cleanups.
2024-01-21 01:44:14 -10:00
Simon Michael
298a9c29b4 ;dev: Query comments 2024-01-21 00:57:30 -10:00
Simon Michael
352b0bc1b5 ;doc: update manuals 2024-01-12 13:52:11 -10:00
Simon Michael
9ccc1d3fa5 fix:add,import,web: really avoid filenames ending with . on Windows [#1056]
On MS Windows, trying to add or import or web add to a file whose name
ends with a dot could cause data loss, so in 2019 I made this raise an
error instead (in Hledger.Read.ensureJournalFileExists).

But, the logic was backward, so it did not do the check on Windows.
Now it does.

Also I have removed mention of this from add's doc; currently it's
not documented anywhere. It's obscure, but maybe this is not ideal.
2024-01-04 17:35:22 -10:00
Simon Michael
a0922a3866 ;cabal: update cabal files 2024-01-04 08:25:13 -10:00
Simon Michael
2a99b3d456 imp: stack: build with ghc 9.8, latest stackage nightly 2024-01-04 08:24:50 -10:00
Simon Michael
1648d2bcb7 fix:check:tags: also ignore builtin modified, _modified tags [#2148]
These tags are generated by --auto.
2024-01-04 05:55:24 -10:00
Simon Michael
6d455e765c ;doc:changelogs: cleanup 2024-01-03 20:43:39 -10:00
Simon Michael
5b1281fc69 ;doc: update changelogs 2024-01-03 20:42:28 -10:00
Simon Michael
ea34562b4b ;doc: changelogs 2024-01-03 20:42:04 -10:00
Simon Michael
0a838bdd6c ;doc:changelogs: cleanup for easier merge 2024-01-03 20:41:36 -10:00
Simon Michael
1128927632 ;doc:changelogs: whitespace 2023-12-30 20:29:49 -10:00
Simon Michael
8b45d4ba8c fix:csv: fix %FIELD interpolation in assignments using \n [#2134]
In field assignment values we now parse %FIELD references, \MATCHGROUP references
and "\n" newline markers more carefully, so all can coexist.
Parsing these values might be slower than before, but hopefully not noticeably so.
2023-12-23 19:25:34 -10:00
Simon Michael
20c299684b dev:csv: clarify renderTemplate [#2134] 2023-12-23 19:25:22 -10:00
Simon Michael
8f6b7b202e fix: traceOrLog and a rare warning from valuation code
Hledger.Utils.Debug.traceOrLog was logging when it should trace and vice versa.

This affected a warning which Hledger.Data.Valuation.pricesShortestPath
should display if encountering a pathologically long (>1000) price chain.
Also note some oddities about that warning.
2023-12-23 19:22:33 -10:00
Simon Michael
42c7383f57 ;dev:Hledger.Utils.Parse: cleanup 2023-12-23 19:22:33 -10:00
Simon Michael
4b7e7f77bd ;dev:Hledger.Utils.Debug: haddockify some comments so they show in hover 2023-12-23 19:22:33 -10:00
Simon Michael
9c56ed1104 imp!:web:tests: respect options when running tests
The hledger-web tests have been cleaned up and now allow more testing
of command line options like (though still not everything).

Note tests now run the app listening on its default host and port,
127.0.0.1 and 5000, instead of "any IPv4 or IPv6 hostname" and 3000.
This would seem to mean hledger-web tests can conflict more with
things running on port 5000, eg a normal hledger-web instance, but I
haven't been able to reproduce it.
2023-12-15 09:57:01 -10:00
Simon Michael
fbd2fdef40 ;cabal: update cabal files 2023-12-14 08:58:02 -10:00
Simon Michael
a3290bfaeb pkg: allow megaparsec 9.6* 2023-12-14 08:57:42 -10:00
Simon Michael
aaf4a38161 fix:timedot: accept numbers beginning with a decimal point again [#2130] 2023-12-08 15:08:35 -10:00
Simon Michael
51224f6e27 fix: bal --budget --layout=tall was hiding commodity symbols
When reports want to render amounts without commmodity symbols,
they must now use AmountDisplayOpts' new displayCommodity flag.
(Previously it was a side effect of setting displayCommodityOrder.)
2023-12-08 05:52:29 -10:00
Simon Michael
0bc86c95e4 lib: Hledger.Data.Amount: noPrice -> noCost 2023-12-07 23:35:50 -10:00
Simon Michael
862b7e5712 dev: clarify AmountDisplayOpts, add a new flag for symbol display 2023-12-07 23:35:50 -10:00
Simon Michael
9bad34c341 ;doc: changelogs 2023-12-07 11:36:39 -10:00
Simon Michael
7ace5ee560 ;doc: changelogs for 1.32.1 2023-12-07 11:32:20 -10:00
Simon Michael
c062b14c5d imp: auto-declare builtin tag names like type: and t: (#2119)
Now using type: in account declarations or generating t: with timedot
letters won't cause the `tags` check to fail.

If a user declares any of these explicitly with a tag directive,
it does not cause an error.
2023-12-07 08:55:05 -10:00
Simon Michael
6ae64c8f3e imp: allow declaring the empty payee name with "" (#2119) 2023-12-07 08:30:55 -10:00
Simon Michael
6a41ed9e64 imp: drop the "a difference of ..." line from balance assertion errors
Rationale:
To satisfy the recentassertions check I'm often filling in a bunch of
placeholder balance assertions, copy/pasting the correct amount from
the balance assertion failure messages. In this situation the
difference just repeats the amount in the line above, with opposite
sign, which makes it harder for me to interpret the message and to
copy-paste the right amount. And more generally I think showing the
difference isn't really necessary.
2023-12-07 07:58:52 -10:00
Simon Michael
c6a580ff3b fix:import: save each file's latest dates, separately (#2125) 2023-12-07 03:41:31 -10:00
Simon Michael
d1635a55f8 lib: move readFileStrictly to Hledger.Utils.IO 2023-12-07 03:41:31 -10:00
Simon Michael
7899b992b7 fix: prevent a Glob/filemanip package conflict in IO.hs 2023-12-05 17:43:04 -10:00
Simon Michael
ab313c49c7 ;cabal: update cabal files 2023-12-02 09:09:07 -10:00
Simon Michael
80d1da2db9 ;pkg: bump version to 1.32.99 2023-12-02 09:09:07 -10:00
Simon Michael
26f56e0a13 ;doc: changelogs: merge edits from release branch 2023-12-02 09:06:53 -10:00
Simon Michael
e90483a75a ;doc: update manuals 2023-12-01 17:25:00 -10:00
Simon Michael
71222d75e5 ;doc: changelogs: edit 2023-12-01 17:23:31 -10:00
Simon Michael
0b4b4ed70c ;doc: draft changelogs from commit messages (Shake changelogs) 2023-12-01 17:23:31 -10:00
Simon Michael
b6a46f637f feat:timedot: tagged time logging with letters 2023-11-25 21:28:23 -10:00
Simon Michael
96f9c1d2b2 ;dev: lotcostp: cleanup 2023-11-23 09:14:54 -10:00
Simon Michael
b4a6212453 imp:ledger-compat: accept lot costs with spaces after {, like Ledger 2023-11-23 08:31:57 -10:00
Simon Michael
4b13af0634 imp:print:beancount: conversion improvements
- omit balance assertions
- replace more currency symbols, and match within symbols like C$
- do more account validation, and error if conversion is too hard
- backslash-escape double quotes and backslashes in payee and note
2023-11-23 01:47:15 -10:00
Simon Michael
0b8e920810 imp:print:beancount: also convert cost amounts 2023-11-22 23:54:10 -10:00
Simon Michael
0bf0c30b8d doc: update manuals 2023-11-22 22:57:55 -10:00
Simon Michael
a8062381dd ;cabal: update cabal files 2023-11-22 22:57:36 -10:00
Simon Michael
e2cc2d7e24 feat:print: add a basic beancount output format
This prints journal output more likely (but not guaranteed) to
be readable by Beancount.

All packages now require text 1.2.4.1 or greater.
2023-11-22 22:57:36 -10:00
Simon Michael
1744021986 fix: non-print-like reports no longer add trailing decimal marks (fix #2115)
That 1.31 change was advertised as being for the print command only,
but it affected all commands. Now it affects only print and other
"print-like" commands (ie all commands that show whole journal entries
that we might want to re-parse).

Also three classes of hledger output, and how they modify the
commodity display styles' digit group marks and decimal marks
to suit different consumers, have been identified and documented
(under REPORTING CONCEPTS).
2023-11-22 14:22:51 -10:00
Simon Michael
2b18715885 fix:csv: fix tag: queries on CSV data (#2114) 2023-11-20 21:55:11 -10:00
Simon Michael
d717732928 ;doc: Hledger.Read: cleanups (#2113) 2023-11-16 23:37:20 -10:00
Simon Michael
037613abab ;doc: Hledger.Read: cleanups (#2113) 2023-11-16 23:28:14 -10:00
Simon Michael
e92ab28cce imp:reading: better timing of strict checks and .latest writing (#2113)
Strict checks now run only once, at end of the high level read operation,
and not for each individual file; this fixes some spurious --strict failures,
like account declarations not affecting a sibling file as they should.

And .latest file writing now happens as the last step, after passing
strict checks. This is mainly for the import command, but it also
means that hledger print --new now does not update .latest files
if strict checks are failing.

The file reading API has been improved and documented in more detail.
2023-11-16 21:48:43 -10:00
Simon Michael
5ee2139f18 imp: web: round amounts to display precision as before (precisiongeddon) 2023-11-14 13:26:06 -08:00
Simon Michael
f4de65ab48 doc:code: add Jargon section; describe styling/precision in detail (precisiongeddon) 2023-11-08 13:59:18 -08:00
Simon Michael
f2320bf57c ;doc: move Hledger.hs haddock to a named chunk below code 2023-11-08 13:59:18 -08:00
Simon Michael
1ae59ad0af dev: Amount: cleanups 2023-11-08 13:59:18 -08:00
Simon Michael
e035730afb imp: roi: limit large decimals to 8 digits by default (precisiongeddon)
With valuation now preserving more decimal digits, roi could show
excessively precise decimals if there was no known display precision
for the valuation commodity. Now in that situation it limits the
precision to a maximum of 8 digits.
2023-11-08 13:59:18 -08:00
Simon Michael
f8ffd9cdda imp: more precision handling fixes, debug output, test updates (precisiongeddon)
This and the preceding commits were "work in progress" that got out of control.
There's more to do, but this one brings these precision-related improvements
(at least):

When "infinite decimals" arise, they are now generally shown with
8 decimal digits rather than 255.

print and prices no longer add trailing decimal zeros unnecessarily.

Some code has been refactored or given more debug output.

All tests have been updated to match the recent changes.
2023-11-08 13:59:18 -08:00
Simon Michael
c51d883162 imp: prices: clarify, fixes, improve semantics (precisiongeddon)
- The prices comand now more accurately lists the prices that hledger
  uses when calculating value reports (similar to what you'd see with
  eg `hledger bal -V --debug=2`).

- The prices command's --infer-reverse-prices flag was confusing since
  we always infer and use reverse prices; it has been renamed to --show-reverse.

- --infer-market-prices and --show-reverse combine properly.

- --show-reverse now ignores all zero prices rather than giving an error.

- Reverse prices (which can be infinite decimals) are now displayed
  with at most 8 decimal digits (rather than the internal precision of
  255 digits).

- Filtering prices by cur: or amt: now works properly.

- Price amounts are styled, but all decimal digits are shown.
2023-11-08 13:59:18 -08:00
Simon Michael
50dc7bebb1 imp: set display style, natural precision on valued amounts (fix #2105, precisiongeddon)
Cost/value conversion now applies the standard display style, and
sets the display precision equal to the internal decimal precision
(or 8 if the decimal appears to be infinite).
This means value reports and especially `print -V` now show amounts
with more accurate and standard style and precision.

New tests have been added describing and explaining various
style/precision behaviours in print cost/value reports.
2023-11-08 13:59:18 -08:00
Simon Michael
64ffdd7c9c dev: clarify some amount operations 2023-11-08 13:59:18 -08:00
Simon Michael
d435557979 lib: Hledger.Utils.Debug: lbl_ helper, cleanups, notes 2023-11-08 13:50:33 -08:00
Jonathan Dowland
8bfa382c68 feat: import: interpolate regex matches in field templates (#2009)
Replace occurrences of '\N' (where N is a positive number) in field
templates with the corresponding regular expression match group, if it
exists.

E.g. Warp the date to the first of the month for the second posting

    if %date (....-..)-..
        comment2 date:\1-01

E.g. Strip a prefix from an imported account name

    if %account1 liabilities:jon:(.*)
        account1 \1

Fixes #2009.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2023-11-08 13:49:39 -08:00
Jonathan Dowland
549c47bca8 ;dev: add Utils.Regex.regexMatchTextGroups
A matcher function which returns the list of match-groups, which may
be empty.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2023-11-08 13:49:39 -08:00
Jonathan Dowland
c619e387ea ;fix: import: minor typo 2023-11-08 13:49:39 -08:00
Simon Michael
54b4c2ed22 fix: auto postings: detect redundant costs properly (fix #2110) 2023-11-07 04:38:39 -08:00
Peter Sagerson
efcea0600a feat: cli: Add tsv output (#869)
All commands that suport csv output now also support tsv output. The
data is identical, but the fields are separated by tab characters and
there is no quoting or escaping. Tab, carriage return, and newline
characters in data are converted to spaces (this should rarely if ever
happen in practice).
2023-11-06 16:46:04 -08:00
Simon Michael
63d41b30db ;doc: haddock, comment fixes 2023-10-21 17:58:43 +01:00
Simon Michael
661260f756 ;doc:print: cleanups (#2085) 2023-10-18 14:02:59 +01:00
Simon Michael
5a72b9e9ea feat:print: add --round option for more control of precisions (#2085) 2023-10-18 13:56:24 +01:00
Simon Michael
c7bcdfcdcf ;doc:internals: Precision and rounding 2023-10-18 13:56:24 +01:00
Simon Michael
4e56199c57 dev: refactor transactionCheckBalanced 2023-10-18 13:56:24 +01:00
Simon Michael
c13c13ab1f lib!: use styleAmounts in more places; add rounding strategies 2023-10-18 13:56:24 +01:00
Simon Michael
94ab8b1ed7 dev: journalApplyCommodityStyles -> journalStyleAmounts 2023-10-18 13:56:24 +01:00
Simon Michael
f8027abb44 dev:print: refactor, add AmountStyle "rounding strategy"
Changes to enable more control of "rounding" behaviour
(ie, choosing display precisions for amounts).

This reverts 1.31's change of asprecision, making it a non-Maybe
again, and adds a new asrounding field providing more control over how
a target display precision is applied to existing amounts (two options
for now, more later). Functionality is in an interim state (reports do
no rounding).
2023-10-18 13:56:24 +01:00
Simon Michael
9ead8a64e1 fix:timedot: parse unitful quantities more accurately (fix #2096)
A quantity with a unit like "15m" was being parsed internally as
0.249999999... rather than 0.25 (and since hledger 1.21, printed that
way also). Now we round such quantities to two places during parsing,
to get exact quarter-hour amounts.
2023-10-17 12:05:10 +01:00
Simon Michael
ffc535ad64 lib: add Show to Table render functions for debugging 2023-10-17 11:46:00 +01:00
Simon Michael
e8da1f9f25 fix: balance-assigned amounts affect styles again (fix #2091) 2023-10-14 08:38:20 +01:00
S. Zeid
91d6f8c841 imp: lib: include adeclarationinfo, if present, in accounts JSON
Note that this does not add the declaration info if it is not already
present.
2023-10-13 09:33:36 +01:00
Stephen Morgan
20132e892b feat: balance: Add summary-only flag (#1012)
Add a flag --summary-only for multi-column balance reports, which does
not display the main date columns for a report, but only displays the
summary columns (--row-total, --average). This is useful when there are
many columns (a weekly summary over many years) where you're only
interested in the average (or some other summary).
2023-10-06 05:25:26 +01:00
bobobo1618
9fb5740045 Add support for negating a Matcher
https://github.com/simonmichael/hledger/issues/2054
2023-10-05 10:22:01 +01:00
Simon Michael
bdf292b377 ;cabal: update cabal files 2023-10-04 10:03:35 +01:00
Simon Michael
fffae7f578 ;doc: main module haddock cleanups 2023-10-04 10:03:35 +01:00
Simon Michael
2e06c8dc27 ;doc: package description cleanups 2023-10-04 10:03:35 +01:00
Simon Michael
1ef48fd7a5 fix: failing balance assertions with cost show correct highlight #2083 2023-09-11 10:11:24 +01:00