Commit Graph

11592 Commits

Author SHA1 Message Date
Simon Michael
0298a953e7 imp: install: bump minimum stack version to 2.5.1 (a guess) 2023-01-24 13:56:21 -10:00
Simon Michael
55b828890d imp: install: drop hledger-iadd for now
https://github.com/hpdeifel/hledger-iadd/issues/71
2023-01-24 13:56:21 -10:00
Simon Michael
9d78f0f422 imp: install: bump to latest lts-20, bump hledger-interest to 1.6.5 2023-01-24 13:56:21 -10:00
Simon Michael
c2e6121eb0 imp: install: trim stack's over-verbose version output 2023-01-24 13:56:21 -10:00
Chris Lemaire
43c9f018dc journal: Account directives reject account names with brackets
Previously, the accounts passed to account directives would be stripped
of their surrounding brackets, but the required behaviour is to have
account directives plain reject bracketed accounts. This change ensures
that accounts in account directives may not start with a bracket
character.
2023-01-24 13:40:01 -10:00
Simon Michael
ce87a89ef2
Merge pull request #1988 from chrislemaire/1984-source-name-and-position-for-forecast
journal: json: Add source positions to forecast transactions
2023-01-23 16:27:36 -10:00
Simon Michael
9497472e64
Merge branch 'master' into 1984-source-name-and-position-for-forecast 2023-01-23 16:04:00 -10:00
Simon Michael
6d5f37d438 ;doc: journal: rewrite Account names, mention brackets/parentheses (#1915) 2023-01-23 15:52:40 -10:00
Chris Lemaire
4ada2a3fbc journal: Fully unbracket AccountNames in account directives
Currently an account name like "a:(aa)" will not have (aa) unbracketed.
However, this seems reasonable since the full name is unbracketed and
thus will not be confused with virtual or virtual-balanced posting.
2023-01-23 12:43:13 -10:00
Chris Lemaire
b987c42e63 Add test checking forecast source links to periodic transaction 2023-01-22 09:18:32 +01:00
Chris Lemaire
97f15eac03 Fix failing hledger-web test
This test appeared to have failed after adding source positions to
generated transactions. This is because the generated transaction id for
web pages appears to be dependent on whether the transaction has an
associated source file. Because it has one associated now, the id was
updated to be 'transaction-2-1' for instance, instead of
'transaction-0-1' as it would have been before. The fix is to change the
test.
2023-01-21 23:24:43 +01:00
Chris Lemaire
9443fe0e0d journal: json: Add source positions to forecast transactions 2023-01-21 22:30:30 +01:00
Simon Michael
eff29ac10d ;tools: push: refactor 2023-01-21 10:21:38 -10:00
Simon Michael
7a5676dde4 ;tools: push: select branch to push more robustly 2023-01-21 10:19:03 -10:00
Simon Michael
1455a4d2fc ;doc: move plugin types table to Scripting hledger page 2023-01-21 10:19:03 -10:00
Simon Michael
6701688bd0 ;doc: start tracking DECISIONS 2023-01-21 09:50:32 -10:00
Simon Michael
51ea536ecc ;doc: csv: link, rules factoring tips 2023-01-21 09:49:47 -10:00
Simon Michael
e5f3c0ecdb lib: transactionInferCostsFromEquity: adjust to "cost" terminology 2023-01-20 21:47:44 -10:00
Simon Michael
5ca8752e48 lib: journalBalanceTransactions, balanceTransactionHelper cleanups 2023-01-20 20:23:27 -10:00
Simon Michael
3f558596ec ;doc: csv: improve Setting amounts 2023-01-20 09:24:31 -10:00
Simon Michael
ac7b59bcfa ;doc: csv: improve Amount field / Setting amounts 2023-01-20 09:06:17 -10:00
Simon Michael
abaa04f2f9 doc: cli: note --infer-costs limitation, no missing amounts for now
In journalFinalise currently things are done in this order:

...
1. infer costs from equity conversion postings if requested
2. balance transactions, possibly inferring a missing amount, and/or balancing costs if permitted
3. infer equity conversion postings from costs if requested
...

You would think that 1 could happen after 2, allowing missing amounts
to be inferred before attempting to infer costs from equity postings,
but somehow the current expected behaviour of tolerating excess costs
generated with --infer-costs depends on the current ordering.
Just document it for now.
2023-01-19 21:11:12 -10:00
Simon Michael
5b27554f0a dev: note why inferring costs from equity before balancing 2023-01-19 20:57:02 -10:00
Simon Michael
2687b7d7b6 dev: transaction-prices.test -> costs.test, cleanup 2023-01-19 20:56:41 -10:00
Simon Michael
cf469c080d lib: journalInferCosts -> journalInferCostsFromEquity 2023-01-19 20:25:41 -10:00
Simon Michael
28eb8be4fa lib: BalancingOpts{infer_transaction_prices_ -> infer_balancing_costs_} 2023-01-19 20:21:31 -10:00
Simon Michael
c0950c0900 lib: Hledger.Data.Balancing: inferBalancingPrices -> transactionInferBalancingCosts 2023-01-19 09:36:12 -10:00
Simon Michael
7ecf7ef27b lib: Hledger.Data.Balancing: inferBalancingAmount -> transactionInferBalancingAmount 2023-01-19 09:28:30 -10:00
Simon Michael
402b4265f8 lib: Hledger.Data.Journal: transactionAddPricesFromEquity -> transactionInferCostsFromEquity 2023-01-19 09:22:55 -10:00
Simon Michael
dfea6eaee2 lib: Hledger.Data.Journal: journalAddPricesFromEquity -> journalInferCosts 2023-01-19 09:17:56 -10:00
Simon Michael
440f808b3d ;doc: csv: coinbase example: avoid showing different local date 2023-01-19 08:49:58 -10:00
Simon Michael
363fc57207 ;doc: csv: align, tweak 2023-01-19 08:12:33 -10:00
Simon Michael
9c20d7955b ;doc: csv: add new coinbase example 2023-01-19 07:47:00 -10:00
Simon Michael
c403bb56a1 ;doc: csv: try to clarify how CSV/hledger fields work: tweak 2023-01-19 07:19:34 -10:00
Simon Michael
eb79385388 ;doc: csv: try to clarify how CSV/hledger fields work: tweak 2023-01-19 07:17:24 -10:00
Simon Michael
3c22259047 ;doc: csv: try to clarify how CSV/hledger fields work: tweak 2023-01-19 07:09:29 -10:00
Simon Michael
b97b48926c ;doc: csv: try to clarify how CSV/hledger fields work: add examples 2023-01-19 07:03:31 -10:00
Simon Michael
00444862f1 ;doc: csv: try to clarify how CSV fields and hledger fields work 2023-01-19 06:50:58 -10:00
Simon Michael
b4501a270d ;doc: csv: try to clarify how CSV fields and hledger fields work 2023-01-19 05:59:16 -10:00
Simon Michael
1c9a44cae9 ;doc: csv: try to clarify how CSV fields and hledger fields work 2023-01-19 05:55:29 -10:00
Simon Michael
bcf6a01c13 ;doc: csv: try to clarify how CSV fields and hledger fields work 2023-01-19 05:48:47 -10:00
Simon Michael
b15d8d214d ;doc: scripts: hledger-utils: show install command, mention hledger-plot 2023-01-14 12:04:54 -10:00
Simon Michael
b42322b166 ;doc: cli: cleanups 2023-01-12 17:54:17 -10:00
Simon Michael
18cf50afe0 ;examples: revert sample.csv, move sample.journal csv output elsewhere 2023-01-11 21:59:10 -10:00
Simon Michael
f63ca1d49e ;dev: stack: bump stackage snapshot, re-enable hledger-web 2023-01-11 21:51:02 -10:00
Simon Michael
dfebf3174c imp: csv: check assigned account names are valid (parseable) (#1978) 2023-01-11 21:42:47 -10:00
Simon Michael
c95c4ca8d6 ;dev: csvtest.sh: note need for 1+ lines above RULES 2023-01-11 21:38:04 -10:00
Simon Michael
8c496b7f06 ;dev: test: number report-interval tests 2023-01-11 20:51:50 -10:00
Simon Michael
93f74f7a0e lib: Hledger.Data.Dates: intervalStartBefore -> intervalBoundaryBefore 2023-01-11 20:51:24 -10:00
Simon Michael
8f9c35200f ;doc: csv: more cleanup 2023-01-11 14:43:27 -10:00