This adds a accountNameApplyAliasesMemo, which memoises the result of
applying a set of aliases (simple and regex) to an account name. In
theory this should reduce more repetitive work, but in practice it
doesn't seem to make a difference, so it's unused for now.
Roughly speaking, the time to apply regular expression account aliases
was O(aliases x transactions), and should now be O(aliases x accounts).
Also, the constant factor was reduced a lot by the recent commit
memoising toRegex. So now, regex aliases should be "free" like simple
aliases - use as many as you want, the slowdown shouldn't be noticeable.
The regex helpers were converting strings to regex-tdfa regular
expressions on the fly every time, but this appears to be quite
expensive. The simplest memoisation lib seems to solve it nicely.
hledger-lib-0.24's "track the commodity of zero amounts when
possible (useful eg for hledger-web's multi-commodity charts)" preserved
the commodity when normalising a zero mixed amount, but not the amount
style. This showed up as occasionally incorrect amount style (commodity
symbol placement, decimal point character, etc.) in balance reports with
certain journals, like this:
$ hledger bal
€3000.00 a <------ not using the canonical € style
4000,58€ 1
-1000,58€ D
-3000,00€ e
--------------------
0
I thought this would require a big rewrite of amount arithmetic, but it
seems that just being a little more careful is enough. When normalising
a mixed amount containing multiple zeros in the same commodity, we now
preserve the last zero with its amount style, instead of replacing them
all with a new one.
Make these modules' names more like the heavily-used types they
define (CliOpts, UIOpts, WebOpts). This is consistent with
RawOptions and ReportOptions, and helps with code navigation.
To reduce noise in the "other accounts" field of hledger-ui's and
hledger-web's account register: if there are both real and virtual
postings to other accounts, show only the accounts posted to by real
postings.
Use case: in many transactions I have extra balanced-virtual postings
which adjust budget envelopes (subaccounts of checking). These clutter
up the register's other accounts field making it useless. Excluding them
(when there are also real postings) makes it more useful for me and
probably others.
The register screen is now like the register view in hledger-web (and
other accounting systems), rather than hledger's register command.
This means:
- it shows transactions affecting a particular current account, rather
than postings matching a pattern.
- Each line represents a whole transaction.
- The account field shows the *other* account being transacted with.
When there is more than one, they are all listed, abbreviated and
marked with "(split)".
- The amount field shows the effect of the transaction on the current
account; positive for an inflow to this account, negative for an
outflow.
- The balance field should usually show the current account's historic
balance as of the transaction date, even when you change the report
start date. (Not working yet - currently it always shows the running
total).
- Transactions are listed most recent first, currently.
The balance command's --format option (in single-column mode) can now
adjust the rendering of multi-line strings, such as amounts with multiple
commodities. To control this, begin the format string with one of:
%_ - renders on multiple lines, bottom-aligned (the default)
%^ - renders on multiple lines, top-aligned
%, - render on one line, comma-separated
Also the final total (and the line above it) now adapt themselves to a
custom format.
The --format option's OutputFormat type was named confusingly like the
--output-format option. It has been renamed StringFormat to distinguish
it from StorageFormat (aka the data file format, referenced by
--output-format). Related code and types have been consolidated.
Also the (single-column) balance report's item rendering has had
some cleanup.
so we can benchmark things more easily with criterion.
As well as NFData, the Generic instance and a bunch more GHC extensions
seemed necessary. This is a little scary, impact unknown.
Simpler and clearer. We now have "transaction prices" (recorded as part
of transaction amounts) and "market prices" (recorded with P
directives). Both are matters of historical record, also this avoids
confusion with the balance command's "historical balances".
Initial support of market value reporting and currency conversion,
similar in spirit to Ledger's. The balance command now has a -V/--value
flag that converts all the reported amounts using their "default market
price". That is the latest market price (P directive, formerly called
"historical prices") found in the journal for their commodity that is on
or before the report end date.
Unlike Ledger, hledger's -V only uses the market prices recorded with P
directives, ignoring transaction prices recorded as part of posting
amounts (which -B/--cost uses). Using -B and -V together is allowed.
We don't do a good job of calculating good-looking unit prices when the
commodity display precisions are low. Eg when a journal doesn't use any
decimal places, any inferred unit prices are shown by the print command
also with no decimal places, which makes them look wrong.
Now inferred unit prices always have a minimum display precision of 2,
which helps a bit. Could do better.
We now parse, and also print, posting-less journal entries, as I
proposed on the lists.
These are not real General Journal entries/transactions, but here is my
rationale:
- Ledger and beancount parse them
- if we parse them, we should print them
- they provide a natural way to record and report non-transaction events
- most of all, they permit more gradual introduction and learning of the concepts.
Eg a beginner can keep a simple journal even before learning about accounts and postings.
When a transaction posts to two commodities without specifying the
conversion price, we generate a price which makes it balance
(cf http://hledger.org/manual.html#prices).
Until now, these generated prices were always shown with full precision
(all available decimal digits) so that a manual calculation with the
displayed numbers would agree.
If there's just one posting in the commodity being priced, we can use an
exact total price and the precision is no problem.
But if there are multiple postings in the commodity being priced, we
must show the averaged unit price. This can be an irrational number,
which with our current Decimal-based implementation would display an
excessive 255 decimal digits. So in this case we now set the price's
display precision to the sum of the (max) display precisions of the
commodities involved. An example:
hledgerdev -f- print
<<<
1/1
c C 10.00
c C 11.00
d D -320.00
>>>
2015/01/01
c C 10.00 @ D 15.2381
c C 11.00 @ D 15.2381
d D -320.00
>>>=0
There might still be cases where this will show more price decimal
places than necessary. For now, YAGNI.
