Dmitry Astapov
8cd58b71ab
bal: show percentage of budget spent
2017-11-26 14:57:41 +00:00
Dmitry Astapov
6ea5da2d9d
bal: --budget shows budget performance
...
Budget goals specified with periodic transactions (as with
hledger-budget) can now be displayed in balance report (but not in bs/is/cf).
--budget shows the target amount and percentage alongside the actual
amount, per account and period.
Unbudgeted accounts will be hidden, unless --show-unbudgeted is used.
Budgeted accounts are displayed folded (depth-clipped) at a depth
matching the budget specification. Unbudgeted accounts, if shown, are
displayed at their usual depth (in full detail, or according to --depth).
2017-11-26 14:57:41 +00:00
Dmitry Astapov
23f3da4e92
cli: --auto adds automated postings to reports
...
Ledger-style automated postings, previously supported only by
hledger-budget, have landed as a first-class feature. The --auto
flag activates them, so that any postings they generate are
included in reports.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
f101d5b515
cli: --forecast adds periodic transactions to reports
...
Ledger-style periodic transactions, previously supported only by
hledger-budget, have landed as a first-class feature. The --forecast
flag activates them, so that any transactions they generate are
included in reports.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
50b4d76ce9
lib: runPeriodicTransaction's start date must line up with interval
...
This is very helpful for periodic transactions, because in budget mode
you need to ensure that no periodic transactions extend past the end
of the journal, and in forecast mode you need to make sure that all
periodic transactions are strictly after the end of the journal.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
597e9c47c9
lib: more periodic transaction tests
...
Some of these demonstrate that runPeriodicTransaction could generate
transactions ouside of requested DateSpan. This happens because
runPeriodicTransaction uses splitSpan internally, and splitSpan always
generates dateSpans that fully cover original DateSpan, extending
beyound left/right boundary if necessary. This is ok if transactions
are generated for budgeting purpose, but during forecasting care should
be taken to check that all generated transactions are happening past
the end of the real journal.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
0dfffed52c
doc: expand documentation for period expressions
...
Document "first day of period" behavior. Document new period
expressions DayOfYear and WeekdayOfMonth.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
950891b55b
lib: support "every <weekday>"
...
A shorter spelling for "every <n>th day of week".
2017-11-26 14:57:41 +00:00
Dmitry Astapov
993e3f2b67
lib: support "every 2nd Thursday of month" in period expressions
...
Useful for periodic transactions.
2017-11-26 14:57:41 +00:00
Dmitry Astapov
f1b4618f2d
lib: support "every 11th Nov" in period expressions
...
Useful for periodic transactions
Without it, once-per-year periodic transactions always occur on 1st Jan.
2017-11-26 14:57:37 +00:00
Dmitry Astapov
7acb5d45aa
lib: make month names in period expressions case-insensitive
...
Currently only lower-case account names are supported, both on the
command line, and in the journal (in periodic transactions):
This works:
$ hledger balance -p nov
This does not:
$ hledger balance -p Nov
First transaction will parse, second will not:
```
cat every-month.journal ~/devel/haskell/darcs-get/hledger/examples
~ aug to sep
assets
expenses $1
~ Aug to Sep
assets
expenses $2
```
$../bin/hledger-budget bal -f every-month.journal
hledger-budget: Failed to parse "Aug to Sep": date parse error ()
This commit fixes both cases.
2017-11-26 00:25:08 +00:00
Dmitry Astapov
4049455f26
lib: Fix splitSpan for nthdayof{week,month} - start of DateSpan was not covered
...
Demonstration:
Consider year-test.journal:
```
2015/02/01 first half
expenses $1
assets
2015/07/01 second half
expenses $2
assets
2016/02/01 first half
expenses $4
assets
2016/07/01 second half
expenses $8
assets
2017/02/01 first half
expenses $16
assets
2017/07/01 second half
expenses $32
assets
```
Year balances are good:
```
$ hledger balance -f year-test.journal -p yearly
Balance changes in 2015/01/01-2017/12/31:
|| 2015 2016 2017
==========++==================
assets || $-3 $-12 $-48
expenses || $3 $12 $48
----------++------------------
|| 0 0 0
```
Note how first transaction in 2015 is not included. Note that this is old period expression, so this bug exsits in master:
```$ hledger balance -f year-test.journal -p 'every 2nd day of month'
Balance changes in 2015/07/02-2017/07/01:
|| 2015/07/02-2015/08/01 2015/08/02-2015/09/01 2015/09/02-2015/10/01 2015/10/02-2015/11/01 2015/11/02-2015/12/01 2015/12/02-2016/01/01 2016/01/02-2016/02/01 2016/02/02-2016/03/01 2016/03/02-2016/04/01 2016/04/02-2016/05/01 2016/05/02-2016/06/01 2016/06/02-2016/07/01 2016/07/02-2016/08/01 2016/08/02-2016/09/01 2016/09/02-2016/10/01 2016/10/02-2016/11/01 2016/11/02-2016/12/01 2016/12/02-2017/01/01 2017/01/02-2017/02/01 2017/02/02-2017/03/01 2017/03/02-2017/04/01 2017/04/02-2017/05/01 2017/05/02-2017/06/01 2017/06/02-2017/07/01
==========++========================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================
assets || 0 0 0 0 0 0 $-4 0 0 0 0 $-8 0 0 0 0 0 0 $-16 0 0 0 0 $-32
expenses || 0 0 0 0 0 0 $4 0 0 0 0 $8 0 0 0 0 0 0 $16 0 0 0 0 $32
----------++------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|| 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
```
Note how 2015 is absent entirely. This is new expression, but i think that general nature of bug is the same...
```
$ hledger balance -f year-test.journal -p 'every 4th Apr'
Balance changes in 2016/04/04-2018/04/03:
|| 2016/04/04-2017/04/03 2017/04/04-2018/04/03
==========++==============================================
assets || $-24 $-32
expenses || $24 $32
----------++----------------------------------------------
|| 0 0
```
2017-11-25 21:43:13 +00:00
Dmitry Astapov
fbd28be6cb
Allow hledger-budget to generate transactions past the end date of the last real transaction if -b/-e are supplied
2017-11-16 16:45:08 -08:00
Simon Michael
7698d3171e
api: allow swagger2 2.2
2017-11-10 20:21:54 -08:00
Simon Michael
56529daadc
stack: test with latest nightly resolver
2017-11-10 19:23:09 -08:00
Simon Michael
80e4f2af83
ui: allow brick 0.29
2017-11-10 19:22:48 -08:00
Simon Michael
d3d80a3736
doc: faq: hledger doesn't allow mixed journal/timeclock syntax
...
[ci skip]
2017-11-09 19:12:58 -08:00
Simon Michael
f5a39f7bc4
doc: csv: expand description part, include examples
...
[ci skip]
2017-11-05 17:30:31 -08:00
Simon Michael
b312d51b8f
doc: csv: drop redundant link to reference
...
[ci skip]
2017-11-05 17:29:40 -08:00
Simon Michael
0ea9793d81
doc: examples: simplify amazon csv rules slightly
...
[ci skip]
2017-11-05 17:29:05 -08:00
Simon Michael
49090d9e53
bin: stop listing addons after compiling them
2017-11-01 08:05:17 -07:00
Simon Michael
4ab71f0d0a
journal: clarify that txn/posting comments must start with semicolon
2017-11-01 08:04:25 -07:00
Simon Michael
0e4d791371
doc: journal: use consistent semicolon comments in examples
...
About to add support for # posting comments, but using the semicolon
in examples makes them easier to test with Ledger.
[ci skip]
2017-11-01 06:12:55 -07:00
Simon Michael
949c53e203
doc: introduction cleanups, blurbs
...
[ci skip]
2017-10-31 14:05:31 -07:00
Simon Michael
c5cf6bcaad
doc: move tutorial to Guide, update addons, blurbs
...
[ci skip]
2017-10-31 13:36:06 -07:00
Simon Michael
18d7c4b02c
doc: rename Cookbook to Guide
...
Might need to be more specific or rename the developer/contributor guide
later. For users, for now, it's Introduction, Guide and Reference.
Still TBD where the basic getting started tutorial lives.
[ci skip]
2017-10-31 13:04:00 -07:00
Simon Michael
e3fc891ea6
doc: argument files: fix typos, add links
...
[ci skip]
2017-10-31 12:52:23 -07:00
Simon Michael
419395e3d5
doc: argument files: fix cookbook link
...
[ci skip]
2017-10-31 12:41:05 -07:00
Simon Michael
676eb6e1a2
update embedded manuals
2017-10-31 12:38:37 -07:00
Simon Michael
a3fa09b604
doc: rename/flesh out "argument files" doc, add to cookbook
2017-10-31 12:37:13 -07:00
Simon Michael
a9c4ac24cd
prices: doc: link to market prices doc
2017-10-31 12:37:13 -07:00
Simon Michael
a29646cb57
examples: csv: coinbase tweak
2017-10-31 12:37:13 -07:00
Mick Dekkers
df22ba585c
doc: fix readme markdown formatting on github
2017-10-31 12:03:26 -07:00
Mykola Orliuk
39d13d68ef
test: equity/prices/rewrite now builtin
...
Fix shell-tests for add-ons that became built-in commands.
2017-10-28 07:14:48 -07:00
Simon Michael
da1cf3b72d
update embedded manuals
2017-10-17 07:08:20 -07:00
Simon Michael
24d8336728
tag: first arg filters tag names, the rest filter transactions ( #261 )
2017-10-17 07:07:34 -07:00
Simon Michael
bf234431ef
install: bump version
...
[ci skip]
2017-10-16 20:31:02 -07:00
Simon Michael
9700387715
install: let hledger-irr use older hledger-lib as it currently requires
...
We won't need to specify it explicitly I think.
[ci skip]
2017-10-16 20:28:12 -07:00
jeevcat
3a9ea65b99
Rewrite of BalanceAssertion type to track its source position.
...
Fixes #481 .
2017-10-16 13:25:03 -07:00
Simon Michael
87567c9514
doc: investments: avoid capitalising hledger
...
Lowercase "hledger" is a proper name. Rearranged sentence following per
https://english.stackexchange.com/questions/93127/upper-or-lowercase-letter-if-name-at-the-start-of-the-sentence !
[ci skip]
2017-10-16 08:07:42 -07:00
Simon Michael
8369143a25
tools: travis: note occasional breakage on PRs
...
[ci skip]
2017-10-16 08:03:43 -07:00
Matthias Kauer
bcb6102940
change capital gains example to use bal without modifier
2017-10-16 08:00:38 -07:00
Matthias Kauer
6d35c91580
Improve investment advice on hledger.org
...
- Added examplary stock sale to demonstrate how capital gain can be taken
into account.
- Made value tracking and cost basis caveats more explicit.
- Added links for further reading.
2017-10-16 08:00:38 -07:00
Simon Michael
78c97650f5
budget: include docs in command line help
...
[ci skip]
2017-10-15 19:35:02 -07:00
Sam Jeeves
b7f8ca2cda
Modified test to check for single line number of posting.
2017-10-14 15:11:19 -07:00
Sam Jeeves
11684843a0
Balance assertion errors now show line of failed assertion posting. Fixes #481 .
2017-10-14 15:11:19 -07:00
Simon Michael
e33cce52bc
import: make --dry output valid journal format
...
[ci skip]
2017-10-14 08:59:09 -07:00
Simon Michael
08acad3f42
site: contributing: stars! up to 63
...
[ci skip]
2017-10-10 15:38:46 -07:00
Simon Michael
453e4513c8
site: download: drop comment
...
[ci skip]
2017-10-10 15:34:10 -07:00
Simon Michael
9c52095f4d
site: download: fix comment
...
[ci skip]
2017-10-10 15:32:56 -07:00
