If a posting has the metadata field "Payee" set to a string, that will
be used as the payee name for that posting. This affects the register
report, the payees report, and the --by-payee option.
This is useful because sometimes I send, say, 4 checks at a time to my
bank. So on my bank statement, this is all just one amount:
2010-06-17 Sample
Assets:Bank $400.00
Income:Check1 $-100.00
Income:Check2 $-100.00
Income:Check3 $-100.00
Income:Check4 $-100.00
Though it's important that the Assets:Bank posting be a single posting
of $400 value, I'd like for income reports to show whom each check came
from. Now I can say:
2010-06-17 Sample
Assets:Bank $400.00
Income:Check1 $-100.00 ; Payee: Person One
Income:Check2 $-100.00 ; Payee: Person Two
Income:Check3 $-100.00 ; Payee: Person Three
Income:Check4 $-100.00 ; Payee: Person Four
When I report this, it appears as:
10-Jun-17 Sample Assets:Bank $400.00 $400.00
Person One Income:Check1 $-100.00 $300.00
Person Two Income:Check2 $-100.00 $200.00
Person Three Income:Check3 $-100.00 $100.00
Person Four Income:Check4 $-100.00 0
This shows that they are all in the same transaction (which is why the
date is not repeated), but they have different payees.
The --group-by option allows for most reports to be split up into
sections based on the varying value of EXPR. For example, to see
register subtotals by payee, use:
ledger reg --group-by=payee -s
This works for separated balances too:
ledger bal --group-by=payee
Another interesting possibility is seeing a register of all the accounts
affected by a related account:
ledger reg -r --group-by=payee
The option --group-title-format can be used to add a separator bar to
the group titles. The option --no-titles can be used to drop titles
altogether.
This is useful for making sure that the column containing the results of
--prepend-format is a consistent width throughout the report (including
those lines where it is not applied).
Fixes 64F9D913-75E1-4830-A3D9-29B72442E68B
These three reports simply dump an unordered list (with the exception of
payees) shows all accounts, payees, and commodities represented in a
given report. This can be used to easily generate per-entity report,
for example:
ledger payees | \
while read payee; do \
echo ; echo $payee ; \
ledger reg payee "$payee" ; \
done
This lets you, for example, debug registers that cull data from many
different sources, without having to change the basic formatting
string. You can locate each posting's location with this:
ledger reg --prepend-format='%-25(filename + ":" + beg_line)'
Note that sorting on the "total" is not the same thing as sorting on the
"display_total" when multiple commodities are in use and the -X flag is
selected! One should always sort on display_total, since that's the
value which is shown in the report. 'T' is a synonym for display_total.
It is no longer done in calc_posts, but recursively on each account.
This allows value expressions to ask statistical questions, like
"earliest cleared posting?" (TBD) from any specific account, computed
lazily.
These strings are now collected automagically in the file po/ledger.pot.
If you'd like to produce a translation, just run this command after
building Ledger:
msginit -l LOCALE -o LANG.po -i po/ledger.pot
Where LOCALE is a string like de or en_GB, and LANG is a short
descriptive word for your language.
Then send me this .po file so I can commit it to the Ledger sources
(alternatively, you could maintain the file in a fork on GitHub), and
setup the build script to format and install your new message catalog
during a "make install".
The old implementation used an account formatter, and was very
specialized. The new is done as a transaction filter, and works along
with everything else, eliminating bugs special to the equity report.
The previous method bent over backwards to try and avoid multiple passes
through the account tree, but the result was a horribly complicated mess
that never ceased to dredge up obscure bugs. The new scheme is a very,
very simple two-pass algorithm, with multiple subpasses during the
second pass for refining the output based on the report options.
