Commit Graph

11325 Commits

Author SHA1 Message Date
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
Simon Michael
59e31e5a42 ;doc: csv: more cleanup, CSV rules tips -> Working with CSV 2023-01-11 14:24:53 -10:00
Simon Michael
c7c2229913 ;doc: csv: sync TOC and cheatsheet links 2023-01-11 14:02:54 -10:00
Simon Michael
214cb35e02 ;doc: csv: more cleanup, reorder 2023-01-11 13:53:47 -10:00
Simon Michael
43466dbe03 ;doc: ui: mention shift-up/down config needed for Terminal.app 2023-01-11 13:39:06 -10:00
Simon Michael
545fd2d083 ;doc: csv: fix wrong if tables doc; rewrite several sections (#1977) 2023-01-11 13:25:17 -10:00
Simon Michael
fc8fe8ee46 ;doc: update manuals 2023-01-10 23:34:47 -10:00
Simon Michael
dbb1441402 ;doc: update CLI usage texts 2023-01-10 23:34:14 -10:00
Simon Michael
a7bb6dc5b5 fix: stats: remove wrong mention of output format in help 2023-01-10 23:30:15 -10:00
Simon Michael
e891eecb8b dev: add TypeOperators pragma to satisfy ghc 9.4 2023-01-10 19:33:31 -10:00
Simon Michael
704b47bb92 dev: make ghc 9.4 and current stackage nightly the default
excluding hledger-web temporarily
2023-01-10 19:04:31 -10:00
Simon Michael
8c6218805e dev: make stack9.2.yaml not the default 2023-01-10 19:03:07 -10:00
Simon Michael
1ea2c41bf7 imp: lib: registerWidthsFromOpts: fix ugly parse error message 2023-01-10 17:07:54 -10:00
Simon Michael
5c289ac92e lib: drop unused widthFromOpts 2023-01-10 17:07:19 -10:00
Yann Büchau
18f264595b ;doc: Add hledger-utils with 'hledger edit' to docs 2023-01-05 09:21:44 -10:00
Simon Michael
069b57561f ;doc: tags: clarify additive, not overriding (#1950) 2023-01-04 22:59:23 -10:00
Simon Michael
550c248088 ;doc: csv: note -in and -out are used together for one posting (#1970) 2023-01-04 22:42:45 -10:00
Simon Michael
ce208dd3d4 ;doc: mention pivoting on a tag with multiple values (#1950) 2023-01-04 21:59:21 -10:00