Commit Graph

845 Commits

Author SHA1 Message Date
Jonathan Dowland
1424a1f2f1 ;cln:import: update some Haddock strings to reflect #2158
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-03-01 17:58:28 +00:00
Jonathan Dowland
71684f5611 ref:import: simplify renderTemplate and friends
renderTemplate and its ancillary functions did not need the
HledgerFieldName argument, so remove it.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:42 +00:00
Jonathan Dowland
b7027c8bbb feat:import: resolve matchgroup references in ConditionalBlock scope (#2158)
Adjust getEffectiveAssignment to compute an intermediary form of the
active assignments (with an additional Either wrapper to distinguish
top-level and conditional assignments) and move the remaining work to
its only caller, hledgerField.

Rework hledgerFieldValue. Instead of calling hledgerField, call
getEffectiveAssignment and--in the conditional block case--construct
a CsvRules scoped just to the active ConditionalBlock before calling
renderTemplate.

Adjust regexMatchValue to use rconditionalblocks to access conditional
blocks from the CsvRules, rather than rblocksassigning, since we haven't
narrowed the scope of that field.

The result is match group references are only expanded for match groups
that occur within the in-scope ConditionalBlock. Fixes: #2158.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:40 +00:00
Jonathan Dowland
ac7f726282 ;ref:import: consistently use hledgerField
hledgerField is an alias to the function getEffectiveAssignment: both
names are used in various parts of RulesReader.

Treat hledgerField as the canonical name, and getEffectiveAssignment
as an implementation detail of hledgerField.

Replace all uses of getEffectiveAssignment with hledgerField (except the
one in hledgerField.)

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:39 +00:00
Jonathan Dowland
8f514ac16d ;test:import: test case for match groups (#2158)
Add a test which captures the issue of overlapping scope described
in GitHub issue #2158.

Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:36 +00:00
Jonathan Dowland
bd5652c1c2 ;cln:import: remove superfluous comment lines
Signed-off-by: Jonathan Dowland <jon@dow.land>
2024-02-29 21:44:32 +00:00
Simon Michael
8f1ae401f4 dev: fix some partial head/tails, silence ghc 9.8's new warnings
Note the headErr/tailErr calls will print stack traces if they fail
(small ones: five lines, one of which is the useful location info),
which may or may not be best UX.
2024-02-28 15:58:21 -10:00
Simon Michael
fac3ee89af feat:allow other kinds of unicode space as digit group separators
Based on feedback in chat, I added support for several more kinds of
Unicode space character for separating digit groups, both when reading
and when displaying numbers. These are the spaces currently supported,
which are just my best guess at the ones that might show up in CSV files
now and then:

space,
no-break space,
en space,
em space,
punctuation space,
thin space,
narrow no-break space,
medium mathematical space
2024-02-28 09:12:17 -10:00
Simon Michael
5a36362b33 imp:journal: use a symlink's target's directory for relative include paths
When reading a symbolically-linked journal file,
relative paths in include directives are now evaluated
relative to the directory of the real linked file,
not the directory of the symlink.

This also seems to fix an obscure case where stats did not report
absolute included file paths in certain circumstances (stdin, maybe no
terminal..)
2024-02-22 08:48:31 -10:00
Simon Michael
60a1adc5ba lib: refactor, extract parseBalanceAssertionType 2024-02-20 20:55:27 -10:00
Michael Rees
d4ecdb3fea imp: Support tsv and ssv prefixes (#2164) 2024-02-08 06:44:44 -10:00
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
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
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
41711d8ab5 fix:--anon: now hidden, gives an error, still usable as --obfuscate [#2133] 2024-01-21 11:59:11 -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
aaf4a38161 fix:timedot: accept numbers beginning with a decimal point again [#2130] 2023-12-08 15:08:35 -10:00
Simon Michael
6ae64c8f3e imp: allow declaring the empty payee name with "" (#2119) 2023-12-07 08:30:55 -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
2b18715885 fix:csv: fix tag: queries on CSV data (#2114) 2023-11-20 21:55:11 -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
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
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
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
5a72b9e9ea feat:print: add --round option for more control of precisions (#2085) 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
e8da1f9f25 fix: balance-assigned amounts affect styles again (fix #2091) 2023-10-14 08:38:20 +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
97be1646f1 dev: AmountStyle: make setting the precision optional
This simplifies the code for styling amounts with or without precision.
But it complicates the semantics (Nothing is useful only when setting style).
Not sure if it's the best way.
2023-09-02 06:46:14 +01:00
Simon Michael
85845e51b2 dev: AmountStyle: rename, reorder fields more mnemonically
Since this type is about to change anyway.
2023-09-02 06:46:14 +01:00
Simon Michael
5f1bf0404a imp:check: more intuitive "balanced..." check names
balancedwithautoconversion -> autobalanced
balancednoautoconversion   -> balanced
2023-08-22 08:38:52 +01:00
Simon Michael
1cfcb7fa76 ;cln: journalAddInferredEquityPostings -> journalInferEquityFromCosts 2023-07-04 13:21:55 -10:00
Simon Michael
e832c344c1 dev: comment 2023-05-20 17:29:06 -10:00
Simon Michael
029b59093b feat: csv: rules files can be read directly; data file can be specified
CSV rules files can now be read directly, eg you have the option of
writing `hledger -f foo.csv.rules CMD`. By default this will read data
from foo.csv in the same directory.  But you can also specify a
different data file with a new `source FILE` rule. This has some
convenience features:

- If the data file does not exist, it is treated as empty, not an
  error.

- If FILE is a relative path, it is relative to the rules file's
  directory. If it is just a file name with no path, it is relative
  to ~/Downloads/.

- If FILE is a glob pattern, the most recently modified matched file
  is used.

This helps remove some of the busywork of managing CSV downloads.
Most of your financial institutions's default CSV filenames are
different and can be recognised by a glob pattern.  So you can put a
rule like `source Checking1*.csv` in foo-checking.csv.rules,
periodically download CSV from Foo's website accepting your browser's
defaults, and then run `hledger import checking.csv.rules` to import
any new transactions. The next time, if you have done no cleanup, your
browser will probably save it as something like Checking1-2.csv, and
hledger will still see that because of the * wild card. You can choose
whether to delete CSVs after import, or keep them for a while as
temporary backups, or archive them somewhere.
2023-05-19 09:09:21 -10:00
Simon Michael
577e4b6347 fix!: csv: skip now counts non-blank lines more robustly (fix #2024)
Inner empty lines were not being skipped automatically, contrary to
docs. Now all empty lines are skipped automatically, and the `skip`
rule is needed only for non-empty lines, as intended.

This may be a breaking change: it's possible that the `skip` count
might need to be adjusted in some CSV rules files.
2023-05-11 17:06:12 -10:00
Simon Michael
69be1d4ef7 ;dev: csv: refactor, clarify 2023-05-11 15:44:56 -10:00
Simon Michael
70d4c0c638 ;dev: csv: refactor, clarify 2023-05-11 15:35:05 -10:00
Simon Michael
755c3d3dbb ;dev: csv: refactor 2023-05-11 15:34:31 -10:00
Simon Michael
bbecd611f1 imp: timedot: make one multi-posting transaction per date line (#1754)
Descriptions and comments are now more straightforward and similar to
journal format.
2023-05-03 19:18:35 -10:00
Simon Michael
50349f81f7 imp: timeclock: support comments and tags (fix #1220)
Breaking change: previously timeclock descriptions could contain
semicolons. Now a semicolon in the description will end it and
start a comment (which may contain tags).
2023-05-03 00:05:11 -10:00