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has been replaced by the richer cost_ option.
We no longer rely on git tags and git describe output, since it's
hard to reliably select the correct tag eg for minor releases.
We might use them again in future for dev builds, but it requires
adding git describe --match support to githash. For now,
* Program name, OS and architecture are always shown.
* The package version is always shown.
* If there is git info at build time, the latest commit hash and commit date are shown.
Example outputs:
A homebrew binary, not built in git repo: hledger-ui 1.24, mac-aarch64
A CI release build, built in git repo: hledger 1.24.1-g455b35293-20211210, mac-x86_64
API changes:
* new type synonyms ProgramName, PackageVersion, VersionString
* versionStringForProgname -> versionString with extra argument
* versionStringFor -> versionStringWith with extra argument
Similar to (and motivating) balance --declared, the goal is to
show a useful list of accounts when all you have is some starter
files with account declarations.
(SourcePos, SourcePos).
This has been marked for possible removal for a while. We are keeping
strictly more information. Possible edge cases arise with Timeclock and
CsvReader, but I think these are covered.
The particular motivation for getting rid of this is that
GenericSourcePos is creating some awkward import considerations for
little gain. Removing this enables some flattening of the module
dependency tree.
to Hledger.Cli.
Since the git hash changes whenever any file in the repository changes,
this means Hledger.Cli.Version needs to be recompiled all the time.
Since it is at the bottom of the module hierarchy, this means that the
whole hledger package needs to be recompiled. We instead move the
TemplateHaskell splice to one of the top modules, so much less needs to
be recompiled.
Note: Ghc seems to be able to get out of most of the recompiling a lot
of the time (due to caching?), but this makes things more reliable.
The forecast period begins on:
- the start date supplied to the `--forecast` argument, if present
- otherwise, the later of
- the report start date if specified with -b/-p/date:
- the day after the latest normal (non-periodic) transaction in the journal, if any
- otherwise today.
It ends on:
- the end date supplied to the `--forecast` argument, if present
- otherwise the report end date if specified with -e/-p/date:
- otherwise 180 days (6 months) from today.
Note that the previous behaviour did not quite match the documentation,
so this also acts as a bug fix for #1665.
We officially support GHC 8.6+ (and 8.8+ for hledger-web) now.
Hackage matrix builder shows all packages building successfully
with GHC 8.4+, somehow, so we'll adjust the base bound to
allow that but prevent any attempts to build with older GHCs,
This is done to be more consistent with future field naming conventions,
and to make automatic generation of lenses simpler. See discussion in
\#1545.
rsOpts -> _rsReportOpts
rsToday -> _rsDay
rsQuery -> _rsQuery
rsQueryOpts -> _rsQueryOpts
reportq from the ReportSpec, rather than being supplied as a separate
option.
This is the same approach used by the other reports, e.g. EntryReport,
PostingReport, MultiBalanceReport. This reduces code duplication, as
previously the reportq had to be separately tweaked in each of 5
different places.
If you call accountTransactionreport, there is no need to separately
derive the report query.
In each info manual's DIR-ENTRY metadata, it's best to use just the
filename, with no subdirectory. This should facilitate working info
manuals in packaged versions of hledger, eg in nix.
I don't remember the detail of why I added those and I'm not going to
spend a couple of hours retesting; hopefully no other significant
workflows will be affected.
I have left the subdirectory paths in the dir file - this is intended
for hledger developers and they hopefully don't cause a problem there.
tsInit based on the previous RegisterScreen. Use the RegisterScreen
logic for selecting the new transaction when we cannot find the existing
one.
This enables us to get rid of regenerateTransactions. There is now
different behaviour in the transaction screen when the journal is
reloaded and the transaction being viewed is no longer available, but I
have not been able to find an example which exhibits this different
behaviour. I think it is better to have consistent behaviour between the
register screen and transaction screen when determining which to select.
This corrects a bug where you had to reload twice to reset the valuation
and cost flags, due to the elimination of regenerateTransactions.
screen (#1556). Also really clear cost setting when doing so.
Since plog is no longer used anywhere, and tends to create bugs when it
is, we remove it.
This continues the work begun by #1585. It moves each info manual's
directory metadata to the top of the file, where it needs to be.
I couldn't see a way to do this with pandoc/makeinfo, so the Shake
recipe prepends it from a separate file.
With this metadata in place, the hledger info manuals can be added to
an Info dir file using install-info. Eg:
$ install-info hledger/hledger.info /usr/local/share/info/dir
$ info
Secondly, the Shake "manuals"/"infomanuals" recipes now also generate
an Info dir file in each package directory, so you can also just add
the package directories to your INFOPATH. Eg:
$ export INFOPATH=~/src/hledger/hledger:~/src/hledger/hledger-ui:~/src/hledger/hledger-web:$INFOPATH
$ info
Documentation for editFileAtPositionCommand is made more
precise.
This commit makes it possible for hledger-ui to open
a file at the last line on emacs and kakoune.
It also prevents hledger-ui from opening an editor with
imprecise arguments. Passing imprecise arguments to editors
can cause undefined behaviors in editors.
I tested it with emacs(client), nano, vscode, kakoune,
nvim, and vis.
transactions are balanced possibly using explicit prices, but without
inferring any prices. This is included in --strict mode.
Renames check autobalanced to check balancedwithautoconversion.
instead of a list of Amounts. No longer export Mixed constructor, to
keep API clean (if you really need it, you can import it directly from
Hledger.Data.Types). We also ensure the JSON representation of
MixedAmount doesn't change: it is stored as a normalised list of
Amounts.
This commit improves performance. Here are some indicative results.
hledger reg -f examples/10000x1000x10.journal
- Maximum residency decreases from 65MB to 60MB (8% decrease)
- Total memory in use decreases from 178MiB to 157MiB (12% decrease)
hledger reg -f examples/10000x10000x10.journal
- Maximum residency decreases from 69MB to 60MB (13% decrease)
- Total memory in use decreases from 198MiB to 153MiB (23% decrease)
hledger bal -f examples/10000x1000x10.journal
- Total heap usage decreases from 6.4GB to 6.0GB (6% decrease)
- Total memory in use decreases from 178MiB to 153MiB (14% decrease)
hledger bal -f examples/10000x10000x10.journal
- Total heap usage decreases from 7.3GB to 6.9GB (5% decrease)
- Total memory in use decreases from 196MiB to 185MiB (5% decrease)
hledger bal -M -f examples/10000x1000x10.journal
- Total heap usage decreases from 16.8GB to 10.6GB (47% decrease)
- Total time decreases from 14.3s to 12.0s (16% decrease)
hledger bal -M -f examples/10000x10000x10.journal
- Total heap usage decreases from 108GB to 48GB (56% decrease)
- Total time decreases from 62s to 41s (33% decrease)
If you never directly use the constructor Mixed or pattern match against
it then you don't need to make any changes. If you do, then do the
following:
- If you really care about the individual Amounts and never normalise
your MixedAmount (for example, just storing `Mixed amts` and then
extracting `amts` as a pattern match, then use should switch to using
[Amount]. This should just involve removing the `Mixed` constructor.
- If you ever call `mixed`, `normaliseMixedAmount`, or do any sort of
amount arithmetic (+), (-), then you should replace the constructor
`Mixed` with the function `mixed`. To extract the list of Amounts, use
the function `amounts`.
- If you ever call `normaliseMixedAmountSquashPricesForDisplay`, you can
replace that with `mixedAmountStripPrices`. (N.B. this does something
slightly different from `normaliseMixedAmountSquashPricesForDisplay`,
but I don't think there's any use case for squashing prices and then
keeping the first of the squashed prices around. If you disagree let
me know.)
- Any remaining calls to `normaliseMixedAmount` can be removed, as that
is now the identity function.
Prior to this commit,
- hledger still builds with GHC 8.0
- hledger-ui does if you use the build plan specified by stack8.0.yaml,
but you are likely to hit problems if you let cabal pick one
(https://github.com/jtdaugherty/vty/issues/198 and others)
- hledger-web might, if you could find the right build plan
The hassles are enough and GHC 8.0 is old enough (first released in
2016) that I'm letting it go; 8.2 is the new minimum version for all
hledger packages.
This allows a bunch of cleanups to conditional imports, which I leave
for later.
Also, updated the tested-with minor versions.
Exceptions are for dealing with the pamount field, which is really just
dealing with an unnormalised list of amounts.
This creates an API for dealing with MixedAmount, so we never have to
access the internals outside of Hledger.Data.Amount.
Also remove a comment, since it looks like #1207 has been resolved.
On the accounts screen and register screen we round amounts according
to commodity styles, but when you drill down to a transaction you
probably want to see the unrounded amounts.
independently.
You can now combine costing and valuation, for example "--cost
--value=then" will first convert to costs, and then value according to
the "--value=then" strategy. Any valuation strategy can be used with or
without costing.
If multiple valuation and costing strategies are specified on the
command line, then if any of them include costing
(-B/--cost/--value=cost) then amounts will be converted to cost, and for
valuation strategy the rightmost will be used.
--value=cost is deprecated, but still supported and is equivalent to
--cost/-B. --value=cost,COMM is no longer supported, but this behaviour can be
achieved with "--cost --value=then,COMM".
costing and valuation.
This currently is given a dummy NoCost argument and is equivalent to
"maybe id (*ApplyValuation ...)", but provides a constant interface so
that internal behaviour can be changed freely.
Also adds a postingDate argument to amountApplyValuation, and re-orders
the ValuationType and (Transaction/Posting) arguments to
(transaction/posting)ApplyValuation, to be consistent with
amountApplyValuation.
This seems to be fallout from #1340's
2020-09-16 d0d39e615 lib,cli,ui,web: Introduce ReportSpec, which holds ReportOpts, the day of the report, and the parsed Query.
querystring_.
This helps deal with tricky quoting issues, as we no longer have to make
sure everything is quoted properly before merging it into a string.
This introduces some new helper functions which are exactly the same
as what we had before, but do not call
normaliseMixedAmountSquashPricesForDisplay, so that we can use the new
functions for displaying Transaction and Posting. It also goes through
and gets rid of most uses of the old showMixed* functions which would
benefit from using the new interface.
This changes showMixedAmountElided so that the width to elide to is
given as an argument, rather than fixed at 22 characters. This
actually uses the new renderTable interface. Mostly this is just an
internal change, but since we have more information about the widths
of things, we can actually get rid of some superfluous spaces in the
budget report output, previously there to make sure it stayed aligned
with the largest reasonable contents.
Previously showMixedAmountElided would show two amounts and then the
elision string if necessary. Now it will display as many Amounts as it
can subject to the condition that the amounts plus the elision string
fit within 22 characters.
