doc: 1.12 announcement
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							| @ -1,26 +1,169 @@ | |||||||
| hledger is a robust, cross-platform "plain text accounting" tool, for | hledger is a robust, cross-platform plain text accounting tool, for | ||||||
| tracking money, time, stocks, cryptocurrencies or any other commodity, | tracking money, time, stocks, cryptocurrencies or any other commodity, | ||||||
| using double-entry accounting, private or shared plain text files, | using double-entry accounting, private or shared plain text files, | ||||||
| revision control, and command-line, curses or web UIs. | revision control, and command-line, curses or web UIs. | ||||||
|  | Find out more at http://hledger.org and http://plaintextaccounting.org. | ||||||
| 
 | 
 | ||||||
| I'm pleased to announce the on-schedule release of hledger 1.12. | I'm pleased to announce the release of hledger 1.12! | ||||||
| Thanks to release contributors: A, B. | Thank you release contributors Alex Chen, Jesse Rosenthal, Samuel May, | ||||||
|  | Mykola Orliuk, Peter Simons, Moritz Kiefer, Dmitry Astapov, Felix Yan, | ||||||
|  | Aiken Cairncross, and Nikhil Jha. | ||||||
| 
 | 
 | ||||||
|  | After two years of regular quarter-end releases, I am speeding up | ||||||
|  | hledger's release cadence: we now aim to release every 1-3 months, as | ||||||
|  | needed or wanted, with our normal release window being the first few | ||||||
|  | days of each month. | ||||||
| 
 | 
 | ||||||
| What's new | Release notes (http://hledger.org/release-notes): | ||||||
| ---------- | ------------------------------------------------- | ||||||
| 
 | 
 | ||||||
| hledger 1.12 | hledger 1.12 | ||||||
| 
 | 
 | ||||||
| -  | * install script: ensure a new-enough version of stack; more informative output   | ||||||
| 
 | 
 | ||||||
| -  | * build with GHC 8.6/base-4.12 (Peter Simons)   | ||||||
| 
 | 
 | ||||||
| Full release notes are at http://hledger.org/release-notes.html#hledger-1.12 | * add required upper bound for statistics (Samuel May)   | ||||||
|  | 
 | ||||||
|  | * --anon anonymises more thoroughly (including linked original postings) (Moritz Kiefer)   | ||||||
|  | 
 | ||||||
|  | * unbalanced transaction errors now include location info (Mykola Orliuk)   | ||||||
|  | 
 | ||||||
|  | * accounts command: --drop also affects the default flat output, without needing an explicit --flat flag   | ||||||
|  | 
 | ||||||
|  | * accounts command: the --codes flag has been dropped   | ||||||
|  | 
 | ||||||
|  | * accounts command: filtering by non-account-name queries now works   | ||||||
|  | 
 | ||||||
|  | * add command: fix transaction rendering regression during data entry and in journal file   | ||||||
|  | 
 | ||||||
|  | * balance command: fix wrongful eliding of zero-balance parent accounts in tree mode (Dmitry Astapov)   | ||||||
|  | 
 | ||||||
|  | * journal format, bs/bse/cf/is commands: account directives can declare account types (#877)   | ||||||
|  |   Previously you had to use one of the standard english account names | ||||||
|  |   (assets, liabilities..) for top-level accounts, if you wanted them to | ||||||
|  |   appear in the right place in the balancesheet, balancesheetequity, | ||||||
|  |   cashflow or incomestatement reports. | ||||||
|  | 
 | ||||||
|  |   Now you can use your preferred account names, and use account directives | ||||||
|  |   to declare which accounting class (Asset, Liability, Equity, Revenue or | ||||||
|  |   eXpense) an account (and its subaccounts) belongs to, by writing one of | ||||||
|  |   the letters A, L, E, R, X after the account name, after two or more | ||||||
|  |   spaces. This syntax may change (see issue).  Experimental. | ||||||
|  | 
 | ||||||
|  |   Currently we allow unlimited account type declarations anywhere in the | ||||||
|  |   account tree. So you could declare a liability account somewhere under | ||||||
|  |   assets, and maybe a revenue account under that, and another asset account | ||||||
|  |   even further down. In such cases you start to see oddities like accounts | ||||||
|  |   appearing in multiple places in a tree-mode report. I have left it this | ||||||
|  |   way for now in case it helps with, eg, modelling contra accounts, or | ||||||
|  |   combining multiple files each with their own account type | ||||||
|  |   declarations. (In that scenario, if we only allowed type declarations on | ||||||
|  |   top-level accounts, or only allowed a single account of each type, | ||||||
|  |   complications seem likely.) | ||||||
|  | 
 | ||||||
|  | * journal format: periodic transaction rules now require a double space separator.   | ||||||
|  |   In periodic transaction rules which specify a transaction description or | ||||||
|  |   same-line transaction comment, this must be separated from the period | ||||||
|  |   expression by two or more spaces, to prevent ambiguous parsing. Eg | ||||||
|  |   this will parse correctly as "monthly" thanks to the double space: | ||||||
|  | 
 | ||||||
|  |       ~ monthly  In 2020 we'll end this monthly transaction. | ||||||
|  | 
 | ||||||
|  | * journal format: exact/complete balance assertions (Samuel May).   | ||||||
|  |   A stronger kind of balance assertion, written with a double equals sign, | ||||||
|  |   asserts an account's complete account balance, not just the balance in | ||||||
|  |   one commodity. (But only if it is a single-commodity balance, for now.) | ||||||
|  |   Eg: | ||||||
|  | 
 | ||||||
|  |       1/1 | ||||||
|  |         (a)  A 1 | ||||||
|  |         (a)  B 1 | ||||||
|  |         (a)  0   =  A 1   ; commodity A balance assertion, succeeds | ||||||
|  |         (a)  0   == A 1   ; complete balance assertion, fails | ||||||
|  | 
 | ||||||
|  | * journal format: account directives now allow whitespace or a comment after the account name   | ||||||
|  | 
 | ||||||
|  | * journal format: using ~ for home directory in include directives now works (#896) (Mykola Orliuk)   | ||||||
|  | 
 | ||||||
|  | * journal format: prevent misleading parse error messages with cyclic include directives (#853) (Alex Chen)   | ||||||
|  | 
 | ||||||
|  | * journal format: transaction modifier multipliers handle total-priced amounts correctly (#928).   | ||||||
|  |   Multipliers (*N) in transaction modifier rules did not multiply | ||||||
|  |   total-priced amounts properly.  Now the total prices are also multiplied, | ||||||
|  |   keeping the transaction balanced. | ||||||
|  | 
 | ||||||
|  | * journal format: do amount inference/balance assignments/assertions before transaction modifiers (#893, #908) (Jesse Rosenthal)   | ||||||
|  |   Previously, transaction modifier (auto postings) rules were applied | ||||||
|  |   before missing amounts were inferred. This meant amount multipliers could | ||||||
|  |   generate too many missing-amount postings, making the transaction | ||||||
|  |   unbalanceable (#893). | ||||||
|  | 
 | ||||||
|  |   Now, missing amount inference (and balance assignments, and balance | ||||||
|  |   assertions, which are interdependent) are done earlier, before | ||||||
|  |   transaction modifier rules are applied (#900, #903). | ||||||
|  | 
 | ||||||
|  |   Also, we now disallow the combination of balance assignments and | ||||||
|  |   transaction modifier rules which both affect the same account, which | ||||||
|  |   could otherwise cause confusing balance assertion failures (#912). | ||||||
|  |   (Because assignments now generate amounts to satisfy balance assertions | ||||||
|  |   before transaction modifier rules are applied (#908).) | ||||||
|  | 
 | ||||||
|  | * journal format: periodic transaction rules are now aware of Y default year directives. (#892)   | ||||||
|  |   Ie when a default year Y is in effect, they resolve partial or relative | ||||||
|  |   dates using Y/1/1 as the reference date, rather than today's date. | ||||||
|  | 
 | ||||||
|  | hledger-ui 1.12 | ||||||
|  | 
 | ||||||
|  | * fix "Any" build error with GHC < 8.4   | ||||||
|  | 
 | ||||||
|  | * error screen: always show error position properly (#904) (Mykola Orliuk)   | ||||||
|  | 
 | ||||||
|  | * accounts screen: show correct balances when there's only periodic transactions   | ||||||
|  | 
 | ||||||
|  | * drop the --status-toggles flag   | ||||||
|  | 
 | ||||||
|  | * periodic transactions and transaction modifiers are always enabled.   | ||||||
|  |   Rule-based transactions and postings are always generated | ||||||
|  |   (--forecast and --auto are always on). | ||||||
|  |   Experimental. | ||||||
|  | 
 | ||||||
|  | * escape key resets to flat mode.   | ||||||
|  |   Flat mode is the default at startup. Probably it should reset to tree | ||||||
|  |   mode if --tree was used at startup. | ||||||
|  | 
 | ||||||
|  | * tree mode tweaks: add --tree/-T/-F flags, make flat mode the default,     | ||||||
|  |   toggle tree mode with T, ensure a visible effect on register screen | ||||||
|  | 
 | ||||||
|  | * hide future txns by default, add --future flag, toggle with F.   | ||||||
|  |   You may have transactions dated later than today, perhaps piped from | ||||||
|  |   print --forecast or recorded in the journal, which you don't want to | ||||||
|  |   see except when forecasting. | ||||||
|  | 
 | ||||||
|  |   By default, we now hide future transactions, showing "today's balance". | ||||||
|  |   This can be toggled with the F key, which is easier than setting a | ||||||
|  |   date query. --present and --future flags have been added to set the | ||||||
|  |   initial mode. | ||||||
|  | 
 | ||||||
|  |   (Experimental. Interactions with date queries have not been explored.) | ||||||
|  | 
 | ||||||
|  | * quick help tweaks; try to show most useful info first   | ||||||
|  | 
 | ||||||
|  | * reorganise help dialog, fit content into 80x25 again   | ||||||
|  | 
 | ||||||
|  | * styling tweaks; cyan/blue -> white/yellow   | ||||||
|  | 
 | ||||||
|  | * less noisy styling in horizontal borders (#838)   | ||||||
|  | 
 | ||||||
|  | * register screen: positive amounts: green -> black   | ||||||
|  |   The green/red scheme helped distinguish the changes column from the | ||||||
|  |   black/red balance column, but the default green is hard to read on | ||||||
|  |   the pale background in some terminals. Also the changes column is | ||||||
|  |   non-bold now. | ||||||
| 
 | 
 | ||||||
| 
 | 
 | ||||||
| Install | Getting started: | ||||||
| ------- | ---------------- | ||||||
| 
 | 
 | ||||||
| All install methods are described at http://hledger.org/download . | All install methods are described at http://hledger.org/download . | ||||||
| You can download windows binaries, or use a package manager, though in | You can download windows binaries, or use a package manager, though in | ||||||
| @ -28,25 +171,23 @@ some cases these will install an older hledger version. | |||||||
| 
 | 
 | ||||||
| You can build the latest hledger packages with stack: | You can build the latest hledger packages with stack: | ||||||
| 
 | 
 | ||||||
| $ stack install --resolver=lts-12 cassava-megaparsec-1.0.0 hledger-lib-1.11  | $ stack install --resolver=lts-12 megaparsec-7.0.4 | ||||||
|   hledger-1.11 [hledger-ui-1.11] [hledger-web-1.11] [hledger-api-1.11] |   cassava-megaparsec-2.0.0 config-ini-0.2.3.0 hledger-lib-1.12 | ||||||
|  |   hledger-1.12 [hledger-ui-1.12] [hledger-web-1.12] [hledger-api-1.12] | ||||||
| 
 | 
 | ||||||
| or with cabal: | or with cabal: | ||||||
| 
 | 
 | ||||||
| $ cabal update && cabal install hledger-1.11 [hledger-ui-1.11]  | $ cabal update && cabal install hledger-1.12 [hledger-ui-1.12]  | ||||||
|   [hledger-web-1.11] [hledger-api-1.11] |   [hledger-web-1.12] [hledger-api-1.12] | ||||||
| 
 | 
 | ||||||
| If you don't have stack or cabal, or if you are having trouble, | or with the hledger installer, on systems with bash installed | ||||||
| on systems with bash installed (mac, linux, unix-like windows..) | (handy if you don't have a working stack or cabal): | ||||||
| hledger-install.sh is an easy and reliable way to get the latest hledger: |  | ||||||
| 
 | 
 | ||||||
| $ curl -s https://raw.githubusercontent.com/simonmichael/hledger/master/hledger-install/hledger-install.sh > hledger-install.sh | $ curl -s https://raw.githubusercontent.com/simonmichael/hledger/master/hledger-install/hledger-install.sh > hledger-install.sh | ||||||
| $ less hledger-install.sh  # satisfy yourself that the script is safe | $ less hledger-install.sh  # satisfy yourself that the script is safe | ||||||
| $ bash hledger-install.sh | $ bash hledger-install.sh | ||||||
| 
 | 
 | ||||||
| 
 | Some commands to try: | ||||||
| Getting started |  | ||||||
| --------------- |  | ||||||
| 
 | 
 | ||||||
| $ hledger add           # record some transactions, with guidance | $ hledger add           # record some transactions, with guidance | ||||||
| $ hledger print         # show recorded transactions | $ hledger print         # show recorded transactions | ||||||
| @ -55,11 +196,10 @@ $ hledger -h            # show quick help | |||||||
| $ hledger               # list available commands | $ hledger               # list available commands | ||||||
| $ hledger help          # list built-in manuals | $ hledger help          # list built-in manuals | ||||||
| 
 | 
 | ||||||
| To get oriented, see the tutorials and manuals at http://hledger.org . | To get oriented, see the tutorials and manuals at http://hledger.org ; | ||||||
| To get help, say hello and ask questions in the #hledger IRC channel | say hello and ask questions in the #hledger IRC channel on Freenode,  | ||||||
| on Freenode, accessible at http://irc.hledger.org . | accessible at http://irc.hledger.org . | ||||||
| New users and all forms of help are always welcome! | New users and contributors are always welcome! | ||||||
| 
 |  | ||||||
| 
 | 
 | ||||||
| Best, | Best, | ||||||
| -Simon | -Simon | ||||||
|  | |||||||
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