Commit graph

67 commits

Author SHA1 Message Date
Alexis Hildebrandt
2b9208e850 Bump copyright information to 2014 2014-02-02 12:36:22 +01:00
John Wiegley
0951bcebef Bump copyright information to 2013 2013-02-18 06:51:21 -06:00
John Wiegley
4681e58d7f Converted the Ledger build system to use CMake 2012-05-20 04:48:05 -05:00
John Wiegley
a38ed141c1 Switched to Boost.PropertyTree for XML generation 2012-05-18 01:31:01 -06:00
John Wiegley
f4f3058b8c Switch to using Boost.Format 2012-05-14 21:44:00 -06:00
John Wiegley
1e572d508d Add 'data' member to account/journal objects 2012-04-13 15:16:27 -05:00
John Wiegley
e3ac243019 Started work on a "views" report document model 2012-04-08 05:04:49 -05:00
John Wiegley
08f65eeadc Allow serialization to be enabled again 2012-03-29 15:35:20 -05:00
John Wiegley
3ae4a38e4d Fixed parsing of "deferred notes" in auto xacts 2012-03-07 05:19:21 -06:00
John Wiegley
944e580825 Refactored the notion of "the current parsing context" 2012-03-01 03:31:28 -06:00
John Wiegley
e2afc783db Increased file copyrights to 2012 2012-02-29 22:32:23 -06:00
John Wiegley
2ec35ea6e9 Implement the "tag" metadata directive 2012-02-27 05:02:25 -06:00
John Wiegley
0efdc0cf6f The "id" of an item now maps to its UUID 2012-02-27 02:31:08 -06:00
John Wiegley
f0791bbd72 Cleanup whitespace 2011-08-18 14:48:38 -04:00
John Wiegley
2f50e30b89 Scopes can now provide a description of themselves
This isn't being used yet, but it likely will to improve the information
presented to users if their value expressions fail to compile or
evaluate.
2010-06-24 19:53:59 -04:00
John Wiegley
dcffd218a1 Revised how Ledger handles the "current year"
Now when the Y directive sets the current year for a region, it affects
everything, as if the clock really were set back to that year.
2010-06-14 03:23:09 -04:00
John Wiegley
6ef755c133 Added support for assert, check and expr directives
These can occur in many places:

  ; Within an automated transaction, the assert is evaluated every time
  ; a posting is matched, with the expression context set to the
  ; matching posting.
  = /Food/
    assert account("Expenses:Food").total >= $100

  2010-06-12 Sample
    Expenses:Food                $100
    Assets:Checking

  ; At file scope, the expression is evaluated with "global" scope.
  assert account("Expenses:Food").total == $100

  ; At the top of a transction, the assertion's scope is the
  ; transaction.  After a posting, the scope is that posting.  Note
  ; however that account totals are only adjusted after successful
  ; parsing of a transaction, which means that all the assertions below
  ; are true, even though it appears as though the middle posting should
  ; affect the total immediately (which is not the case).
  2010-06-12 Sample 2
    assert account("Expenses:Food").total == $100
    Expenses:Food                $50
    assert account("Expenses:Food").total == $100
    Assets:Checking
    assert account("Expenses:Food").total == $100
2010-06-13 01:03:48 -04:00
John Wiegley
8d2fce1ae8 Automated xacts may now contain "deferred tags"
For example, consider the following automated transaction:

  = /Food/
    ; Next Date:: date + 10
    (Expenses:Tax)                1.00
    ; Next Date:: date + 20

This will add a metadata field named 'Next Date' to the _matching
posting_, with a value that is 10 days later than that posting.  It will
also generate a new posting for that transaction, whose amount is the
same as the matching posting.  Further, it will add a 'Next Date'
metadata tag to the _generated posting_ whose value is 20 days later
than the date of the matching posting.
2010-06-13 01:03:48 -04:00
John Wiegley
dea2aed0b5 Untabified all source files 2010-06-11 17:02:25 -04:00
John Wiegley
ab416f759f Updated copyrights to 2003-2010 2010-03-05 22:14:10 -05:00
John Wiegley
d89c60f49c Memoize results from the fast predicate matcher
This gains another 15% for the parser, again with a very simple change
that has no impact if the fast predicate matcher fails to work.
2009-11-14 04:29:53 -05:00
John Wiegley
e3064b9520 Spot optimization for simple automated xact exprs
This reduces parsing time in the optimized build by 25%, and was a safe,
easy patch.  If the "quick predicate evaluator" fails, we disable it
from that point on go back to what the standard code does.
2009-11-14 03:45:18 -05:00
John Wiegley
48dc654eda Added has_xdata() methods for journal_t and xact_t 2009-11-12 05:11:06 -05:00
John Wiegley
b6ff8f19d5 Transactions now verified after applying auto xacts
This way you cannot violate the balancing rules, not even by adding a
stray posting via an automated transaction.
2009-11-11 21:33:07 -05:00
John Wiegley
c22b8457ef Did away with the "finalizer" abstraction
This was from an earlier time, when it was intended to be used by
Python.  But it's not needed anymore.
2009-11-11 18:29:21 -05:00
John Wiegley
e8ea2d4938 Automated postings defer amount expression calculation
This allows for value expressions to be used which reference the
incoming posting, for example:

  = Income:Clients:
    (Liabilities:Taxes:VAT1)  (floor(amount) * 1)
    (Liabilities:Taxes:VAT2)  0.19

  2009/07/27 * Invoice
    Assets:Bank:Checking                           $1,190.45
    Income:Clients:ACME_Inc

The automated posting for VAT1 will use the floored amount multiplied by
a factor, while the posting for VAT2 multiples the whole amount as
before.
2009-11-11 04:22:37 -05:00
John Wiegley
6cdb79e2a6 XML reporting now works via the "xml" command 2009-11-09 03:42:35 -05:00
John Wiegley
c3535d06c8 Redesigned the expr_t, predicate_t, query_t classes 2009-11-09 02:06:06 -05:00
John Wiegley
394c7bd8df Removed a bunch of empty comments 2009-11-08 14:59:11 -05:00
John Wiegley
5e3f3d7f47 Report sought magnitude when balancing errors occur 2009-11-05 17:43:28 -05:00
John Wiegley
3dc200983d Moved xdata clearing code into each type proper 2009-11-05 02:27:39 -05:00
John Wiegley
40a430139e Transactions, etc., are now accessed by iterators 2009-11-05 02:22:17 -05:00
John Wiegley
78e6770c4c Segregated symbols into 5 separate namespaces
The different namespaces are:

  Function      Value expression functions, which receive a "context"
  Option        Command-line options
  Precommand    Commands which are invoked before reading the journal
  Command       Commands which are invoked after reading the journal
  Directive     Directives that occur at column 0 in a data file

This greatly eases the ability for Python uses to add intercept hooks to
change how the basic Ledger module functions.  An example of what should
be possible soon:

  import ledger

  def my_foo_handler(value):
      print "--foo received:", value

  ledger.add_handler(ledger.Option, "foo=", my_foo_handler)
2009-11-04 20:40:48 -05:00
John Wiegley
b14c814fec Whitespace fix 2009-11-04 20:40:42 -05:00
John Wiegley
caff01ba75 Whitespace fixes 2009-11-01 21:14:18 -05:00
John Wiegley
c5c2027624 Fix to xact_t::valid() 2009-11-01 04:25:23 -05:00
John Wiegley
3909d2678e Removed most #if 0 blocks and callout comments 2009-10-31 04:50:07 -04:00
John Wiegley
a757b19f51 Added serialization methods for most type
This allows journal_t objects to be completed serialized to disk and
deserialized.
2009-10-30 18:06:37 -04:00
John Wiegley
1b8811f997 Removed erroneous throw specifier from period_xact_t 2009-10-30 18:03:40 -04:00
John Wiegley
ddfd00afe1 Made the id function available in post contexts 2009-10-27 04:00:59 -04:00
John Wiegley
49f5465adb Temporarily stubbed out an inaccurate assert 2009-06-15 22:55:17 +01:00
John Wiegley
a05353e269 First iteration of the new date_interval_t rewrite 2009-03-15 22:39:44 -04:00
John Wiegley
c11d325712 Reduced the #include dependency tree to a minimum 2009-03-04 23:53:43 -04:00
John Wiegley
06365aac05 Fixed the way item state is parsed and managed 2009-02-27 02:35:51 -04:00
John Wiegley
944c63e6f2 The Great Renaming, Part II
The last commit did not contain the majority of changes because of a
slight mishap.  This contains the real changeset.
2009-02-23 19:07:30 -04:00
John Wiegley
9f53efbf5f Many fixes to both --market and --exchange 2009-02-23 01:51:23 -04:00
John Wiegley
03219d910f Added xact_t::count member
This allows reports to access the "whicheth" index of the reported
transaction.  It's used mainly by the --average report, which divides
the running total by this count to get the arithmetic mean.
2009-02-15 15:41:24 -04:00
John Wiegley
ee5e0600aa xact metadata searches get passed up to the entry
That is, if a metadata tag cannot be found in a transaction, look in the
parent entry to see if it was set there.  Transactions "inherit"
notational details from their entries.
2009-02-14 05:37:53 -04:00
John Wiegley
092542a3bf Sorting expr now uses "-" to indicate descending
For example: -S payee,-date sorts 1) ascending by payee, then 2)
descending by date.
2009-02-12 20:45:33 -04:00
John Wiegley
c8cd2c468e Re-enabled some code, and removed a bunch of deadwood. 2009-02-12 03:30:41 -04:00