Simon Michael
2e3b51c03f
;lib: journalConvertAmountsToCost -> journalToCost
2019-10-19 19:58:27 -07:00
Simon Michael
905149df86
;lib: transaction valuation helpers
2019-10-19 19:41:21 -07:00
Mykola Orliuk
78146978f4
;lib: store raw opts unquoted
...
It looks like we only need quote when we build query and in some
messages.
Fixes simonmichael/hledger#1079
2019-10-19 14:44:08 -07:00
Dmitry Astapov
e9d300bef3
lib: dont raise when there is neither budget nor transactions in the report period
2019-09-11 16:09:28 -07:00
Dmitry Astapov
cf74972148
bin: improve debug output for budger report (show budget txns)
2019-09-11 16:09:28 -07:00
Simon Michael
a7f172b085
valuation: -V/-X respects report end date, code/doc cleanups ( #1083 )
...
-V (and -X) now respects a report end date set with -e/-p/date: when
choosing the valuation date, similar to hledger 1.14 and Ledger.
This means that -V/-X aren't exactly like either --value=end or
--value=now. The "Effect of --value on reports" doc has been extended
accordingly, and much of it has been reworded and made more accurate.
2019-09-05 13:41:36 -07:00
Simon Michael
1cbbe8f43d
memoise market valuation, making it fast ( #999 )
2019-08-19 02:16:39 +01:00
Simon Michael
70986769ef
;lib: derive NFData for MultiBalanceReport, PriceGraph for criterion
...
Allow these to be timed with criterion at ghci prompt.
2019-08-01 18:31:39 +02:00
Simon Michael
d193d757ea
;lib: multiBalanceReport: fix error message typo
2019-08-01 18:22:14 +02:00
Simon Michael
02ed4f5d04
;lib: intervalFromRawOpts: replace undefined with an error message
2019-07-25 10:46:45 +01:00
Caleb Maclennan
11d9e5eb6a
code: Strip extraneous trailing whitespace from Haskell sources
2019-07-15 16:40:49 +01:00
Simon Michael
5c3e4de647
;lib: periodFromRawOpts: clarify doc ( #1011 )
...
[ci skip]
2019-07-01 18:33:18 +01:00
Jakob Schöttl
e483faf7f0
Bugfix for #1011 : begin/end date options
2019-06-30 10:38:06 +02:00
Simon Michael
7dd0c5783a
;lib: multibalancereport: refactor
2019-06-14 19:04:09 -07:00
Simon Michael
baa15d9bea
;lib: rename MultiBalanceReports.hs -> MultiBalanceReport.hs
2019-06-14 11:45:25 -07:00
Simon Michael
692620180e
;lib: refactor: change AmountPrice to a Maybe
...
I've wanted to do this for a long time; now that prices are in flux,
seems a good time.
2019-06-13 15:50:01 -07:00
Simon Michael
adb6ee40eb
lib: clarify price types ( #131 )
...
dropped journalPrices
renamed Price to AmountPrice, AKA "transaction price"
renamed MarketPrice to PriceDirective.
added new MarketPrice (more pure form of PriceDirective without the amount style information)
Prices is now a more efficient data structure, but not used yet.
2019-06-13 15:50:01 -07:00
Simon Michael
e24c6292d0
lib: support -X/--exchange (direct/reverse prices only) ( #131 )
2019-06-13 15:50:01 -07:00
Simon Michael
6b6c3385c9
lib: parse optional ,COMM suffix in --value ( #131 )
2019-06-13 15:50:01 -07:00
Henning Thielemann
4962b2696a
lib: accountTransactionsReportItems: rewrite using catMaybes and mapAccumL
...
I find the report function less convolved without the integrated recursion.
2019-06-09 18:45:58 -07:00
Simon Michael
42ce95aaef
; refactor: centralise valuation logic #131
2019-05-31 15:29:09 -07:00
Simon Michael
ad83919c6a
; lib: drop the Maybe from SummaryPosting
2019-05-31 15:29:09 -07:00
Simon Michael
34a0ad00b1
;lib: encapsulate Prices db
2019-05-25 05:29:34 -07:00
Simon Michael
aa99743096
make -V do --value=end in multiperiod reports ( #329 )
2019-05-24 10:30:35 -07:00
Simon Michael
ea5050963f
web: try to fix RegisterR warning
2019-05-23 22:34:31 -07:00
Simon Michael
20bc386b80
restore TransactionsReport
...
hledger-web's register chart uses it, I didn't see it
because it's called from a hamlet template.
2019-05-23 22:15:40 -07:00
Simon Michael
7212b92079
cleanups ( #329 )
2019-05-23 22:07:50 -07:00
Simon Michael
54c1529638
lib: drop TransactionsReport, BalanceHistoryReport
...
They seem unused.
2019-05-23 21:55:19 -07:00
Simon Michael
04a30fa084
lib: TransactionsReport/AccountTransactionsReport cleanup
...
Split them into separate files, rename journalTransactionsReport to
transactionsReport.
2019-05-23 21:55:19 -07:00
Simon Michael
9977739c76
bal etc.: replace --value=transaction with --value=cost ( #329 )
2019-05-23 21:55:18 -07:00
Simon Michael
adbce22152
bal: --budget: don't always convert to cost
...
And don't show a percentage when budgeted and actual amounts are in
different commodities.
2019-05-23 21:55:18 -07:00
Simon Michael
2355da0f93
reg: replace --value=transaction with --value=cost
2019-05-23 21:55:18 -07:00
Simon Michael
ace215f5f3
print: replace --value=transaction with --value=cost
2019-05-23 21:55:18 -07:00
Simon Michael
37c0edb1f9
lib: drop postingValueAtDate
2019-05-23 21:55:18 -07:00
Simon Michael
f999bf78e6
opts: new -B/--cost, -V/--market, --value flags ( #329 )
2019-05-23 13:11:20 -07:00
Simon Michael
e21afc466a
bal/bs/bse: -H or --cumulative now disables -T ( #329 )
...
To reduce confusion, multiperiod balance reports using -H/--historical
or --cumulative, which show end balances, no longer show a Totals
column since summing end balances generally doesn't make sense.
Also the underlying MultiBalanceReport now returns zero for those
totals when in cumulative or historical mode.
2019-05-11 20:43:28 -07:00
Simon Michael
76342a3fd0
bal/bs/cf/is: mention valuation type in report title
2019-05-09 15:39:43 -07:00
Simon Michael
e5339218f7
lib: valueTypeFromOpts helper
2019-05-09 15:36:26 -07:00
Simon Michael
d15869f855
;doc: typo
...
[ci skip]
2019-05-09 12:22:48 -07:00
Simon Michael
d77fd5743d
bal/bs/cf/is: support --value-at with -H; fix row/col/grand totals
...
This also includes a big cleanup of multiBalanceReport, which got
accidentally mingled.
2019-05-09 07:58:45 -07:00
Simon Michael
2ffe7914be
;improve valuation code docs
2019-05-07 16:19:49 -07:00
Simon Michael
72214a5747
reg: fix --value-at=transaction with -M ( #329 )
2019-05-06 08:07:16 -07:00
Simon Michael
ad00da244b
reg: support --value-at with -H ( #329 )
2019-05-05 17:47:38 -07:00
Simon Michael
2ba0281335
bal: fix --value-at for old-style single period balance reports ( #329 )
2019-05-05 10:51:07 -07:00
Simon Michael
629b590de1
;lib: cleanup
2019-05-05 10:38:13 -07:00
Simon Michael
1ad82d5b77
;lib: balanceReport cleanup
2019-05-05 09:57:03 -07:00
Simon Michael
f4b0381043
;lib: more docs for balanceReport
2019-05-05 09:50:29 -07:00
Simon Michael
8d7eacd73f
bal: support --value-at=p/t with multiperiod reports ( #329 )
2019-05-05 09:30:01 -07:00
Simon Michael
74c381cc88
;lib: more docs for multiBalanceReport
2019-05-04 17:46:52 -07:00
Simon Michael
66b1599058
;lib: postingsReport cleanup
2019-05-04 17:09:16 -07:00