Commit Graph

2922 Commits

Author SHA1 Message Date
Stephen Morgan
8cd9e81c34 fix: budget: Make sure boring parents of unbudgeted accounts are not
elided if they have a budget. (#1800)

This only affects calls with --budget and -E, but not with --no-elide.
2022-01-21 09:11:04 -10:00
Simon Michael
d9b0184720 ;doc: changeslogs: edit 2022-01-21 08:38:59 -10:00
Simon Michael
8daef36c29 ;doc: update changelogs 2022-01-21 08:32:29 -10:00
Simon Michael
f36ab179c4 ;doc: add interim note re ConversionOp (#1808) 2022-01-16 18:43:40 -10:00
Stephen Morgan
57d055b643 fix: cost: Add inferred equity postings during journal finalisation, so
they can be matched by queries.
2022-01-16 18:37:18 -10:00
Stephen Morgan
5006e26995 imp: check: Do not check commodities for zero amounts with empty
commodity. (#1767)
2022-01-16 08:11:02 -10:00
Simon Michael
9444e20c3d ;doc: update changelogs 2022-01-15 08:56:45 -10:00
Stephen Morgan
f13ac2812f imp: smartdates: Simplify and generalise the SmartDate constructor and
parsers to allow for arbitrary numbers of periods in relative dates.

We now accept smart dates like “in 5 days, 5 weeks ahead, in -6 months, 2 quarters ago”.
2022-01-11 13:31:29 -10:00
Simon Michael
0e5ae2baac ;doc: update changelogs 2022-01-06 06:42:34 -10:00
Simon Michael
d82210cea9 ;doc: update changelogs 2022-01-05 18:09:23 -10:00
Simon Michael
757c548c17 ;doc: update changelogs 2022-01-05 08:12:44 -10:00
Simon Michael
d1bc3bbb32 ;doc: update changelogs 2022-01-01 15:55:08 -10:00
Stephen Morgan
e9dd77e82b fix: Ensure head and tail are not called on empty account names. 2021-12-22 14:37:37 -10:00
Stephen Morgan
8eedbbbe87 imp: cost: Generate totally balanced conversion postings for amounts with costs.
Introduce --infer-equity option which will generate conversion postings.
--cost will override --infer-equity.

This means there will no longer be unbalanced transactions, but will be
offsetting conversion postings to balance things out. For example.

2000-01-01
  a   1 AAA @@ 2 BBB
  b  -2 BBB

When converting to cost, this is treated the same as before.
When used with --infer-equity, this is now treated as:

2000-01-01
  a                               1 AAA
  equity:conversion:AAA-BBB:AAA  -1 AAA
  equity:conversion:AAA-BBB:BBB   2 BBB
  b                              -2 BBB

There is a new account type, Conversion/V, which is a subtype of Equity/E.
The first account declared with this type, if any, is used as the base account
for inferred equity postings in conversion transactions, overriding the default
"equity:conversion".

API changes:

Costing has been changed to ConversionOp with three options:
NoConversionOp, ToCost, and InferEquity.
The first correspond to the previous NoCost and Cost options, while the
third corresponds to the --infer-equity flag.  This converts transactions with costs
(one or more transaction prices) to transactions with equity:conversion postings.
It is in ConversionOp because converting to cost with -B/--cost and inferring conversion
equity postings with --infer-equity are mutually exclusive.

Correspondingly, the cost_ record of ReportOpts has been changed to
conversionop_.

This also removes show_costs_ option in ReportOpts, as its functionality
has been replaced by the richer cost_ option.
2021-12-21 10:50:13 -10:00
Simon Michael
45db32b84f ;doc: update changelogs 2021-12-10 12:50:21 -10:00
Simon Michael
a98e6125f1 ;doc: changelogs: 1.24.1 2021-12-10 12:47:43 -10:00
Simon Michael
1a646cd092 ;doc: changelogs: 1.24.1 2021-12-09 14:52:23 -10:00
Simon Michael
f111274f25 ;doc: update changelogs 2021-12-09 14:25:42 -10:00
Simon Michael
43d935efda fix: ui: declared accounts respect not:ACCT (another #1783 fix) 2021-12-09 13:45:57 -10:00
Simon Michael
d1a0d37bd1 fix: bal: --declared now respects not:ACCT (fix #1783) 2021-12-09 12:58:22 -10:00
Simon Michael
25598a231f lib: clarify filterQuery, add filterQueryOrNotQuery (#1783) 2021-12-09 12:57:26 -10:00
Simon Michael
900e2167fc fix: bal: better fix for treeLeaves, fixing func tests (#1782) 2021-12-08 18:14:08 -10:00
Simon Michael
2bb309b073 fix: ui: don't show root account, respect not:ACCT (fix #1782) 2021-12-08 17:17:57 -10:00
Simon Michael
0d83bdf6d7 cln: csv: small rename 2021-12-08 16:57:53 -10:00
Stephen Morgan
c4004fca28 imp: csv: Do not display thousands separators when outputting csv. 2021-12-06 15:17:46 -10:00
Simon Michael
35c1c9b6a2 pkg: progress towards supporting GHC 9.2 and newer libs (#1774)
hledger-lib builds, hledger's deps don't (shakespeare).
2021-12-06 12:32:50 -10:00
Stephen Morgan
7ccf7430d0 imp: csv: Allow for generating tidy csv with --layout=tidy.
This puts every date in a separate row, which is more suitable for
many graphing programs.
2021-12-05 16:06:44 -10:00
Stephen Morgan
3884f90cc6 lib!: Rename CommodityLayout to Layout and rename constructors.
Their scope is more than just commodities.
2021-12-05 16:06:44 -10:00
Simon Michael
ce3ec28e3d ;cabal: update cabal files 2021-12-01 22:16:37 -10:00
Simon Michael
66619803b7 ;pkg: bump version to 1.24.99 2021-12-01 22:16:37 -10:00
Simon Michael
2382fe5db8 ;doc: finalise changelogs 2021-12-01 18:23:16 -10:00
Simon Michael
0c4b820111 ;cabal: update cabal files 2021-12-01 17:16:28 -10:00
Simon Michael
387325b59e ;pkg: bump version to 1.24 2021-12-01 17:16:28 -10:00
Simon Michael
1d3f7a2aad ;doc: update manuals 2021-12-01 17:16:04 -10:00
Simon Michael
55f5aa9238 ;doc: changelog edits 2021-11-26 21:06:52 -10:00
Simon Michael
4933b9fc45 ;doc: draft changelogs 2021-11-26 12:02:36 -10:00
Simon Michael
7e47d36451 ;cln: typo 2021-11-25 11:55:58 -10:00
Simon Michael
7f320ebfa9 imp: balcmds: support --declared on bs/cf/is also (#1765) 2021-11-25 11:55:58 -10:00
Simon Michael
6319d6148f feat: bal: with --declared, include declared leaf accounts (#1765)
Together with -E, this shows a balance for both used and declared
accounts (excluding empty parent accounts, which are usually not
wanted in list-mode reports).

This is somewhat consistent with --declared in the accounts and payees
commands, except for the leaf account restriction.

The idea of this is to be able to see a useful "complete" balance
report, even when you don't have transactions in all of your declared
accounts yet. I mainly want this for hledger-ui, but there's no harm
in exposing it in the balance CLI as well.
2021-11-23 09:47:04 -10:00
Simon Michael
94d92b9760 Revert "feat: bal: with --declared, include all declared accounts (#1765)"
This reverts commit a5e19b7391.
(It breaks filtering by account.)
2021-11-22 12:06:23 -10:00
Simon Michael
a5e19b7391
feat: bal: with --declared, include all declared accounts (#1765)
Together with -E, this allows showing a balance for all accounts, both
used and declared. I mainly want this for hledger-ui, but there's no
harm in exposing it in the balance command as well. This is somewhat
consistent with the accounts and payees commands.
2021-11-22 11:08:33 -10:00
Simon Michael
1fee70b51f cln: hlint cleanups 2021-11-21 19:33:21 -10:00
Stephen Morgan
186995fc8b fix: balance: Balance reports with --depth=0 should report on true
values, not zero everywhere. (#1761)
2021-11-20 15:47:57 -10:00
Simon Michael
3c889cb565 imp: lib: dlog 2021-11-20 07:49:41 -10:00
Simon Michael
cf15dbd7c9 ;doc: update manuals 2021-11-18 22:26:10 -10:00
Lawrence
fb817ffa55 imp: journal: support decimal-mark directive in journal files
To match csv-rule and override amount-style as described in
https://github.com/simonmichael/hledger/issues/1670
2021-11-18 22:17:07 -10:00
Stephen Morgan
d82416b7b9 imp: balance: Add single-line display with elision back in, this time
with a separate option --layout=wide,WIDTH.
2021-11-18 21:26:02 -10:00
Stephen Morgan
7e21f05a83 imp: balance: Implement multi-line display for multicommodity balance reports.
This allows more control over how multicommodity amounts are displayed.
In addition to the default single-line display, and the recent commodity
column display, we now have multi-line display. This is controlled by
the --layout option, which has possible values "wide", "tall", and
"bare". The --commodity-column option has been hidden, but is equivalent
to --layout=bare.

squash
2021-11-18 21:26:02 -10:00
Stephen Morgan
1c90c7f97a fix: prices: Do not include zero amounts when calculating amounts for balance assignments. (#1736)
This is not usually a problem, but can get in the way of auto-inferring prices.
2021-11-18 20:59:52 -10:00
Stephen Morgan
e35d0b7865 fix: csv: Successfully parse empty csv file. (#1183) 2021-11-18 20:50:02 -10:00