Simon Michael
c9e9145318
dev: clarify missingamt/missingmixedamt docs
2023-08-27 07:34:09 +01:00
Jay Neubrand
97943b206c
make groupByDateSpan return data when first period has unbounded begin
2023-08-25 18:40:50 +01:00
Dmitry Astapov
c20ebae26d
;doc:roi: mention annualization differences, clean up TWR section
2023-08-24 18:42:52 +01:00
Simon Michael
50f26c280e
;doc:check: cleanup
2023-08-22 09:56:25 +01:00
Simon Michael
ea55c75c2e
;doc:journal:include: fix data formats link
2023-08-22 09:56:08 +01:00
Simon Michael
df9917be57
;doc:bal: note an issue with the no-symbol commodity and hledger-bar
2023-08-22 08:45:13 +01:00
Simon Michael
115b639ec2
;doc: update manuals
2023-08-22 08:41:22 +01:00
Simon Michael
95b67ef86b
;doc: update command help
2023-08-22 08:40:46 +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
273c51165e
;dev: prepare for renaming balanced checks
2023-08-22 08:04:40 +01:00
Simon Michael
9579b7a4a6
;imp:cli:help: move test to HELP
2023-08-22 07:35:57 +01:00
Simon Michael
e849a73aa8
;imp:cli:help: move files to BASIC REPORTS
2023-08-22 07:29:32 +01:00
Simon Michael
dd559226d8
imp:demo: ignore a broken journal, like other HELP commands
2023-08-22 07:11:53 +01:00
Simon Michael
6a12ff1232
;doc:csv: clarify intra-day-reversed
2023-08-14 13:17:51 +01:00
Dmitry Astapov
588d0dfd26
fix:cli:roi: report TWR per period and overall TWR for multi-period reports ( fix #2068 )
2023-08-01 14:35:33 -04:00
Simon Michael
f7dbfcf657
fix:cli:commands list: don't show bar when not in path ( fix #2065 )
2023-07-20 12:04:27 -07:00
Simon Michael
e1723b7d3b
;doc:csv: rewrite "amount field" section
2023-07-17 15:55:03 -10:00
Simon Michael
c1c28aea3f
imp:journal: match equity conversion postings more tolerantly ( fix #2041 )
...
Equity conversion postings and cost amounts were being matched up too
exactly, causing valid entries with redundant conversion postings and
costs to be rejected. Now the amounts are compared with the precision
(number of decimal places) used in the conversion posting's amount.
Eg, here the first posting's 209.60495 GEL cost is recognised as a
match for the third posting's -209.60 GEL, using the latter's two
digit precision:
2023-01-01
Assets -84.01 USD @ 2.495 GEL ; 209.60495 GEL
Equity:Conversion 84.01 USD
Equity:Conversion -209.60 GEL
Assets 209.60 GEL
2023-07-15 16:21:00 -10:00
Simon Michael
d19690e5bd
dev:Transaction: refactor/clarify transactionInferCostsFromEquity
2023-07-15 16:19:45 -10:00
Simon Michael
516a5cb448
dev: equity/cost analysis: process in parse order, better debug output
...
More intuitive posting numbering, making troubleshooting easier.
2023-07-15 16:17:08 -10:00
Simon Michael
c63fba88b6
;doc: "Cost reporting" capitalisation
2023-07-15 16:09:18 -10:00
Simon Michael
b4a80f693d
;doc:import: link to the deduplicating/importing section in CSV docs #1862
2023-07-13 21:05:27 -10:00
Simon Michael
b27d74efa1
;dev: cleanup
2023-07-13 20:57:56 -10:00
Simon Michael
ed456a3f8c
imp:check:recentassertions: improve the error message's suggestion
...
The suggested sample balance assertion now uses the same commodity
symbol as in the failing posting (the first, if there are more than
one). Also the cleared mark has been removed.
2023-07-13 09:01:57 -10:00
Simon Michael
002773f650
imp:check:recentassertions: give a more useful error location
...
hledger check recentassertions now reports the error at the first
posting that's more than 7 days later than the latest balance
assertion (rather than at the balance assertion). This is the thing
actually triggering the error, and it is more likely to be visible or
at least closer when you are working at the end of a journal file.
2023-07-12 19:54:18 -10:00
Simon Michael
2f64c3e385
;doc:working with csv: edits
2023-07-12 15:20:40 -10:00
Simon Michael
c90efaba82
;doc:cost reporting: cleanup
2023-07-12 15:20:19 -10:00
Simon Michael
a99a692736
;doc:cli: Valuation -> Value reporting
2023-07-11 16:56:41 -10:00
Simon Michael
15c1ba3e15
;doc:cost reporting: another rewrite
2023-07-11 16:51:40 -10:00
Simon Michael
a617778f64
;doc:journal: note some equity+cost limitations ( #2051 , #2056 )
2023-07-09 18:44:29 -10:00
Simon Michael
0ae007cae9
;doc:cli: formatting
2023-07-09 18:44:10 -10:00
Simon Michael
969dea72ae
;bin:justfile: make more chooser friendly, add help/pick/view
2023-07-07 13:11:11 -10:00
Simon Michael
245178cac8
;doc:cli: fix links to balance --layout doc
2023-07-07 10:28:07 -10:00
Simon Michael
0fabbc3b32
;bin:justfile: fix/cleanups
2023-07-07 08:16:15 -10:00
Simon Michael
67e5a453a0
;bin: add a justfile (conversion of ft and tt)
2023-07-06 15:52:41 -10:00
Simon Michael
c0bd0d2979
;doc:bin: fix tt link
2023-07-06 08:57:26 -10:00
Simon Michael
d221be1959
;doc:bin:ft: updates
2023-07-06 08:53:44 -10:00
Simon Michael
0d641ad2b9
;doc:bin:tt: updates
2023-07-06 08:39:52 -10:00
Simon Michael
519b305627
;doc:bin: ft/tt updates
2023-07-06 08:19:16 -10:00
Simon Michael
27e5739de5
;doc:bin: ft/tt updates
2023-07-06 08:15:13 -10:00
Simon Michael
8088fa714e
;doc:bin: link ft and tt
2023-07-06 08:10:57 -10:00
Simon Michael
37206aba5a
;bin: ft, tt reporting scripts (examples)
2023-07-06 08:06:05 -10:00
Simon Michael
1cfcb7fa76
;cln: journalAddInferredEquityPostings -> journalInferEquityFromCosts
2023-07-04 13:21:55 -10:00
Simon Michael
4988179dac
;doc:journal: capitalisation
2023-07-04 13:04:03 -10:00
Simon Michael
8d429b5ac4
pkg:cabal: update cabal files
2023-07-01 08:14:23 -10:00
Simon Michael
1a0b745c28
pkg: add support for aeson 2.2, add upper bound
2023-07-01 08:14:23 -10:00
Simon Michael
e3bf66755a
;pkg:stack: bump stackage snapshots
2023-07-01 08:14:23 -10:00
Simon Michael
1bd1c55bd6
;pkg: update tested-with
2023-07-01 07:34:46 -10:00
Simon Michael
1fe321ff39
;doc:cli:Cost reporting: updates
2023-06-28 16:29:36 -10:00
Simon Michael
c6a721e260
;examples: the hledger manual > Cost reporting examples, and shelltests
2023-06-28 16:20:19 -10:00
