Commit Graph

1974 Commits

Author SHA1 Message Date
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
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
Stephen Morgan
87a7a586d4 fix: csv: Handle multiple zero amounts in postings in csv files. (#1733) 2021-11-18 20:48:55 -10:00
Stephen Morgan
c6beb581a1 pkg: Use maximumBound instead of maximumDef to avoid deprecation
warnings in safe-0.3.18.
2021-11-14 21:49:58 -10:00
Stephen Morgan
ff0132df28 dev: Use realLength from doclayout instead of strWidth and textWidth. (#895)
This gives us more accurate string length calculations. In particular,
it handles emoji and other scripts properly.
2021-11-11 18:29:50 -10:00
Stephen Morgan
38e311211d lib!: Semigroup instance of PeriodicReportRow and PeriodicReport now
preserves first prrName, rather than the second.

Previously the second name would be taken, ignoring the first.
2021-11-07 07:56:08 -10:00
Stephen Morgan
1116846881 lib: Add Bifunctor instances for PeriodicReport and PeriodicReportRow. 2021-11-07 07:56:08 -10:00
Stephen Morgan
7597e525a3 fix: balance: Balance reports should consider date: queries when calculating
report span with --date2. (#1745)
2021-11-06 08:51:53 -10:00
Simon Michael
41bde20095 timedot: a D default commodity (and style) is applied to timedot aounts
This means they can be priced and converted.
2021-11-05 23:34:46 -10:00
Simon Michael
f00e5c25ec cln: fix warning 2021-11-05 23:32:47 -10:00
Stephen Morgan
1bc04685b7 pkg: Drop base-compat-batteries dependency.
Our supported stackage versions are now new enough that we don't need
any of the compatibility features anymore.
2021-10-31 07:56:07 -10:00
Stephen Morgan
c90e7dbc8d cln: Move posting rendering functions into Hledger.Data.Posting.
Replace showPosting with a wrapper around postingAsLines.

The functions textConcat(Top|Bottom)Padded are no longer used anywhere
in the code base, and can be removed if desired.

This produces slightly different output for showPosting, in particular
it no longer displays the transaction date. However, this has been
marked as ‘for debugging only’ for a while, and is only used in
hledger-check-fancy assertions. The output there is still acceptable.
2021-10-31 07:50:50 -10:00
Simon Michael
e4263e69e1 areg: begin respecting --date2: show txns' date2 (#1731) 2021-10-10 10:34:45 -10:00
Simon Michael
b4c1188c26 ref!: postingDateOrDate2, transactionDateOrDate2, whichDateFromOpts -> whichDate (#1731) 2021-10-10 10:34:35 -10:00
Stephen Morgan
5aadcdea4d ref: Add new helper functions journalValueAndFilterPostings(With)?.
Combining valuation with filtration is subtle and error-prone (see e.g. #1625).
We have to do in in both MultiBalanceReport and PostingsReport, where it
is done in slightly different ways. This refactors this functionality
into separate functions which are called in both reports, for uniform
behaviour.
2021-09-26 08:13:12 -10:00
Stephen Morgan
ce4fcfae84 imp!: value: For register reports with no reporting interval and
--value=end, historical reports should be valued at journal/report end
date.
2021-09-24 11:32:41 -10:00
Simon Michael
72a4c82043 cli: tweak --pretty help 2021-09-21 17:15:39 -10:00
Stephen Morgan
afdeb404b0 fix: colour: NO_COLOR flag no longer overrides an explicit --color option. (#1710)
http://no-color.org/ specifies that command line arguments should
override a NO_COLOR flag.
2021-09-21 15:32:53 -10:00
Stephen Morgan
399d28dc05 cln: Display friendly error message if --pretty is given an incorrect
argument.
2021-09-21 15:32:09 -10:00
Stephen Morgan
bf3e82f780 imp: pretty: Replace --pretty-tables argument with --pretty=WHEN
argument, which takes yes or no. Default is no for now.
2021-09-21 14:53:52 -10:00
Stephen Morgan
378df77001 cln: Remove unnecessary normaliseMixedAmount(SquashPricesForDisplay)? functions. 2021-09-20 14:49:34 -10:00
Arjen Langebaerd
c0fd79a40e fix: extend application of commodity style to prices (except precision) and make --commodity-style a general flag 2021-09-20 08:55:55 -10:00
Stephen Morgan
4cfd3cb590 lib!: Remove GenericSourcePos, and replace it with either SourcePos or
(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.
2021-09-20 08:38:33 -10:00
Stephen Morgan
df71d2ddd5 dev: Move journal and text parsing utilities into more appropriate places, to reduce reliance on Hledger.Read.Common. 2021-09-19 17:10:38 -10:00
Stephen Morgan
1e766e481e cln: Flatten dependency tree by removing dependencies of Hledger.Reports
on Hledger.Read.

This is done by using equivalent functions/types defined elsewhere
instead.
2021-09-19 17:10:38 -10:00
Stephen Morgan
315e92c08b pkg!: Break functions related to balancing out into a separate module,
Hledger.Data.Balancing.

Both Hledger.Data.Transaction and Hledger.Data.Journal are massive
module with many things in them. Placing the balancing functions, which
are conceptually related, into a separate module helps keep things more
modular.

It also reduces the risk of import cycles, as right now balancing
functions cannot depend on any functions defined outside of
Hledger.Data.Transaction or Hledger.Data.Journal, respectively, if those
modules require basic transaction or journal functions.
2021-09-19 17:10:38 -10:00
Stephen Morgan
d55ce4d759 ref: performance: Use a Set in accountNamesFromPostings, instead of
nubSort.

This has better performance when there is repetition in the account
names.
2021-09-18 16:00:55 -10:00
Stephen Morgan
ab5350e02c ref: performance: Improve performance for some high-use functions.
mixedAmount(Looks|Is)Zero now operate directly on the MixedAmount,
rather than converting them to a list of amounts first.

mixedAmountCost no longer reconstructs the entire MixedAmount when there
are amounts with no cost.

transactionCheckBalanced only checks if signs are okay if sums are not
okay. It also only traverses the list of postings once when picking real
and balanced virtual postings.
2021-09-18 16:00:55 -10:00
Stephen Morgan
a2d7ac5318 ref: balance: Refactor getPostingsByColumn to use groupByDateSpan.
This reduces code duplication, makes the code more idiomatic, and hides
optimisation magic within groupByDateSpan.
2021-09-18 14:40:28 -10:00
Stephen Morgan
35c33f342b cln: Move column grouping functions form Report.PostingsReport to Data.Dates. 2021-09-18 14:40:28 -10:00
Malte Brandy
e31eb58ada lib: Allow multiline comments in csv rules 2021-09-18 12:43:49 -10:00
Simon Michael
326d6e8dae ref: ReportOptions{infer_value_} renamed to infer_prices_
For more consistency with the flag name (--infer-market-prices).
And BalancingOpts{infer_prices_} is now infer_transaction_prices_.
2021-09-18 12:12:31 -10:00
Simon Michael
daa9fddec9 imp: cli: --infer-market-price renamed to --infer-market-prices
It was too easy to get this wrong, even some of the docs did.
Now either plural or singular spelling works
(since we accept flag prefixes).
2021-09-18 12:12:31 -10:00
Stephen Morgan
9f5b652b4e cln: Clean up miscellaneous functions in Hledger.Data.Amount.
This makes imports more explicit, removes printf, and adds stack traces
to unimplemented calls to Num instances for mixed amounts.
2021-09-18 11:41:53 -10:00
Stephen Morgan
020dd15be4 ref: Simplify parsing of commodity-style option. 2021-09-18 11:41:53 -10:00
Stephen Morgan
6b400194e3 cln: Add explicit export list for Hledger.Data.Account.
All modules in hledger-lib now have explicit export lists, with the
exception of Hledger.Data.Types.
2021-09-18 11:41:53 -10:00
Stephen Morgan
c1d85ba17c ref: Move JournalParser and ErroringJournalParser to Hledger.Data.Journal.
This is so that Hledger.Utils does not depend on Hledger.Data in any
way, and allows us more flexibility in refactoring Hledger.Data.
2021-09-18 11:41:53 -10:00
Stephen Morgan
62351dd329 fix: bal: Make sure boring parent accounts in compound balance reports
include historical postings when account declarations have undeclared
parents. (#1698)
2021-09-17 15:24:19 -10:00
Stephen Morgan
3b5262e54a fix: performance: Speed up PostingsReport when called with a large number of intervals. (#1683)
It is still very slow for large journals, but at least it doesn't run
any slower for interval reports.
2021-09-16 17:40:24 -10:00